Steps: Change People Analytics Configuration

Complete the initial configuration and installation of People Analytics with a Workday consultant.

Review requirements and considerations for changing People Analytics configuration.

Plan to run the reinstallation of People Analytics only from Monday to Thursday. Weekly Service Updates in Workday run on Fridays and can cause the installation to fail.

Access the

People Analytics Activities

report to ensure that there are no activities in progress.

Security: Manage: People Analytics
domain in these functional areas:

People Analytics

Prism Analytics

You can change your People Analytics configuration and reinstall the application to:

Ensure that the application is up to date with the business needs of your organization. Example: Change the mapping for a field in a particular pipeline, or adding a new population filter condition.

Uptake new content that we deliver as an automated update to production tenants. Example: Enable and configure the Employee Sentiment topic area.

We recommend that you review Data Quality to evaluate the new configuration and correct any defects before you reinstall.

Certain changes to your configuration might result in a significant change to application insights and the data quality of these insights. Example: Applying a new security configuration that doesn't align with your current organization structure. You might consider requesting assistance with People Analytics Office Hours (available as a paid service) for these types of changes.

We recommend making changes to your configuration in an implementation tenant or preview sandbox tenant before you complete them in your production environment.

You can create custom reports and discovery boards using People Analytics data sources for ad hoc reporting purposes or to validate your data. Custom reports or discovery boards that you created using these data sources are no longer valid after the next monthly data update or when you run data quality or reinstall the application. You must delete these reports and discovery boards before the next data quality check, monthly data update, or installation run to ensure that these activities complete successfully.

Access the

Configure People Analytics

report.

Select

Manage Topics

to select which topics to include in the configuration.

Select

Edit

Configure

for a pipeline to make changes to that pipeline.

See Steps: Configure a Pipeline in People Analytics.

Select

Run Data Quality

to check the correctness requirements of the configuration changes.

Select

View Activities

to access the

People Analytics Activities

report to monitor data quality check progress.

You can right-click the data quality activity at the top level to access the related actions menu. You can:

Cancel

the activity.

Retry

the activity.

Ensure that the data quality activity finishes with the status

Successful

If necessary, we recommend that you update your configuration to address any found defects. Certain defects might require action before proceeding to installation. For more information, see:

Concept: Data Quality Module

Troubleshooting: Data Quality Module

On the

Configure People Analytics

report, select

Run Installation

Workday automatically runs the data quality check before committing the configuration changes.

Select

View Activities

to access the

People Analytics Activities

report to monitor installation progress.

You can right-click the Installation activity at the top level to access the related actions menu.

Ensure that the Installation activity finishes with the status

Successful