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Administrator Guide
Last Updated: 2023-06-23
Steps: Configure a Pipeline in People Analytics

Steps: Configure a Pipeline in People Analytics

Security:
Manage: People Analytics
 domain in these functional areas:
  • People Analytics
  • Prism Analytics
You can configure a pipeline in People Analytics to:
  • Specify which fields Storyteller should analyze for creating stories.
  • Filter which populations to analyze.
  • Specify how many months of data to analyze.
  • Enforce security on the data.
Workday displays the current status of each pipeline on the
Configure People Analytics
 report.
Pipeline Status
Description
Committed
The current pipeline configuration is committed and installed in the People Analytics application.
Not Committed
The current pipeline configuration has changed since the last installation. To commit these changes to the People Analytics application, select
Run Installation
.
Action Required
The pipeline isn't configured correctly to install People Analytics. The pipeline status might be because:
  • Workday has changed 1 or more pipeline settings since the last installation. You need to configure the pipeline to confirm or configure some settings before you can reinstall the application.
  • The pipeline is partially configured.
  • The pipeline was never configured.
  1. Access the
    Configure People Analytics
     report.
  2. Select
    Edit
     or
    Configure
     for a pipeline to make changes to that pipeline.
  3. (Skills pipeline only) On the
    Opt In
     step, select
    Match Score
    .
  4. (Employee Sentiment pipeline only) On the
    Question Selection
     step, for each question type, select one or more questions to map.
  5. For the Skills pipeline, proceed to the Review step.
  6. (Optional) On the
    Population Filters
     step, add population filters to constrain the data that Workday analyzes using the Storyteller engine.
    The population filters you define affect all business questions, visualizations, stories, and KPIs in the People Analytics application.
  7. (Worker pipeline) On the
    Prompts
     step, configure prompts for the source data for this pipeline.
  8. On the
    Security
     step, select how to enforce security in the application.
    You can:
    • Provide unconstrained access. Anyone who has permission to view the
      People Analytics
       report can see all data.
    • Constrain access to the data by selecting one of the configured hierarchies from the Field Mapping step:
      • Primary hierarchy. When you constrain access using the primary hierarchy, ensure that the Assigned Organization field accurately reflects the current position of the worker or job requisition.
      • Secondary hierarchy. When you constrain access using the secondary hierarchy, ensure that the Level 3 field is associated with the worker or job requisition.
    Select the same security option for both the worker and hiring pipelines.
  9. On the
    Data History
     step, select how much data to include in the application.
  10. Review
     all configuration details, and select
    Finish
     to save the changes.
Workday saves the pipeline configuration, but doesn't update the data in the application yet. Workday changes the pipeline state to
Not Committed
.
Configure all pipelines necessary and then select
Run Installation
 on the
Configure People Analytics
 report.