Article

Jul 12, 2019

To quickly add or update user information, you can import user information from a comma-separated value ( CSV ) file and add that information to your organizational hierarchy. Always use your system of record, whether it is a Human Resources system, a payroll application, or some other application…

Article

Jul 1, 2019

In a Workforce Intelligence implementation, if you have users who log in by using a Virtual Private Network (VPN), you can use Microsoft Task Scheduler to define when a Cisco AnyConnect VPN agent starts Pega Robot Runtime. The following steps describe how to use the Microsoft Task Scheduler wizard…

Article

Jun 11, 2019

As part of the Pega Workforce Intelligence™ onboarding process, you must complete and submit the Workforce Intelligence onboarding form. The form provides Pega Support with the information that they need to set up your organization in Deployment Portal, which is required to run Pega Workforce…

Article

May 31, 2019

To prepare for a support call or to verify which versions of Pega Robotic Automation Runtime are installed in your organization, use the following instructions to determine the Runtime version. How you determine the version depends on whether Runtime is currently running on the computer: If you…

Article

May 28, 2019

Pega Workforce Intelligence™ allows report users to see associate information so they can better understand who is completing the work and what the next steps are for improving how work gets done. Sometimes it is, however, preferable to anonymize the names of associates to expedite the…

Article

May 20, 2019

To request custom opportunity tags for Pega® Workforce Intelligence, you must complete and submit the applicable Workforce Intelligence request forms. The following forms provide the Workforce Intelligence team with the information that they need to create custom opportunities for you. Creating…

Article

May 7, 2019

There can be several reasons why the data for an associate is not collected and analyzed by Pega Workforce Intelligence™. The following list details the most common reasons why you might not receive data from an associate's computer after you implement Pega Workforce Intelligence: The…

Article

May 7, 2019

As a Pega Workforce Intelligence™ system administrator, you might encounter issues when you implement and then maintain Workforce Intelligence in your organization. Use the following articles to help you to resolve any issues and to gather the information that the Pega Workforce Intelligence…

Article

May 7, 2019

If you are experiencing problems with Pega Workforce Intelligence™, perform as many of the following tasks as you can before you contact Pega Workforce Intelligence support. The following tasks verify that Pega Robotic Automation Runtime is working correctly for your Workforce Intelligence…

Article

May 7, 2019

You might receive errors on the Pega Workforce Intelligence™ portal, such as errors about a page not loading correctly or an application logging out. It is important to capture the error information and relay that information to Pega Workforce Intelligence support so that they can help you to…