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Submitting an onboarding form for Workforce Intelligence

As part of the Pega Workforce Intelligence™ onboarding process, complete and submit the Workforce Intelligence onboarding form to provide Pega Support with the information that they need to set up your organization's account.

Before you begin

Complete and save the Pega Workforce Intelligence Onboarding form, which you can access and download at the following link:

Pega Workforce Intelligence Onboarding form

To view and complete the form, you need Adobe Acrobat Reader or a similar product.
  1. Log in to My Support Portal.

  2. On the My Support Portal home page, click New request > For something I need.

  3. On the Create tab, define your request:

    1. In the Service request field, select Other.

    2. In the Short description field, enter Requesting a Workforce Intelligence environment.

    3. In the Application field, enter Workforce Intelligence.

    4. In the Deployment field, select Pega Cloud.

    5. In the Environment field, enter Other.

    6. In the Other URL field, enter http://test.

    7. In the Environment type field, select Production

  4. Click Continue.

  5. On the Details tab, in the Describe the issue field, enter Requesting a Workforce Intelligence environment

  6. Click Add Attachments, and then upload the completed onboarding form.

  7. Click Continue.
  8. On the Communication preferences tab, review your contact information, and then make any necessary changes or additions.
  9. Click Finish.

Result: Clicking Finish sends the form to Pega Support, where a representative completes the onboarding process. After a Pega Support representative creates the tenant account for your organization, the administrator that you designated on the onboarding form receives a welcome email with additional information.

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