Updating Workforce Intelligence hierarchy information
When there are changes in your organization’s hierarchy, such as employees joining or leaving the organization or changes in the departmental structure, you must record those changes and update Pega Workforce Intelligence™ to ensure accurate reporting. To record changes to your hierarchy, update the master hierarchy file, highlight the changes, and then submit a copy of that file to the Workforce Intelligence support team as an attachment to a support request. The Workforce Intelligence support team implements the hierarchy changes.
Before you begin
Update your master hierarchy file and highlight the changes. For more information, see Creating a Workforce Intelligence master hierarchy file.
Submit the updated hierarchy files by end of workday on Tuesday to have your hierarchy changes processed on Thursday night.
- Go to My Support Portal.
- Select your account from the list. To create a support request, click .
- Select Product Defect as the request type and enter the requested information on the form by using the following values.
|In this field||Select or enter|
|Symptom||System Behavior Incorrect|
|Product Version||Workforce Intelligence|
|Project Name||Workforce Intelligence|
|Is this environment on the Cloud?||Yes|
|Brief Description||WFI Hierarchy Update|
|Detailed Description||(enter any detailed instructions and the effective date for these changes)|
|Steps to reproduce||N/A|
|Any error messages?||N/A|
|Contact Phone||(enter your phone number)|
|Contact Country||(select the name of your country)|
|Contact's Time Zone||(select your time zone)|
- Click , attach the master hierarchy file, and then click .
If additional information is needed before performing the update, the Workforce Intelligence support team will contact you.
Published February 22, 2018 — Updated March 8, 2019