In one of the recent online webinars presented by Oracle, Robbin Velayedam, Director, HCM Product Strategy and Customer Engagement, presented some useful insights on Self Service HCM Analytics. Here is an overview of what was discussed around understanding, implementing and leveraging simplified analytics within PeopleSoft, especially in HCM applications
1. ‘Analytic’ is a report with a business objective in mind. PeopleSoft analytics are now user defined, multi-dimensional and flexible!. Here is a brief overview of how PeopleSoft analytics has evolved over the last few major tools releases:
2. Simplified Analytics in PeopleSoft, has been designed to improve administrative productivity, empower managers and administrators and meet user expectations
3. Setting up Simplified Analytics is simple. It could be implemented (as a pilot to begin with), with the help of a business administrator setting the requirement in place and an application developer building the underlying definitions of the analytic i.e. PS Queries and Pivot Grids.
Analytics security and Data security was also discussed with use cases. For example, questions such as “As a manager will I be able to see my peer manager’s department data in the analytics?” helped us understand this concept better (yes, you guessed the answer )
4. Among the frequently asked questions on Simplified Analytics, shared by Oracle, here are a few that I found useful:
- What is the performance like for Fluid Analytics? -> This is directly related to the performance of the underlying PSQuery. The more the table joins, the slower the performance. More info can be found here: PeopleTools Performance Guidelines Red Paper (Doc ID 747389.1)
- Where do personalized Fluid Analytics get saved off to? -> If a user creates his/her own analytic, that information is stored on the related contents table. If a user saves the analytic after making changes (e.g. changes in chart type, applying search facets or filters), those changes are stored in the analytics pivot grid tables
- Will Fluid Analytics support pulling in data external to PeopleSoft? -> Oracle’s current strategy is to provide analytics for PeopleSoft data only
Here is some additional information for you:
- In Fluid Analytics, is export to excel and print enabled? -> Yes, export to excel works and Oracle is working on the print feature
- Can connected queries be used to build Pivot Grid analytics? -> Yes, they can be used, however, this might hit the performance of the analytic, so it is recommended to keep it to a minimum
5. PeopleSoft Analytics Road-map:
- More out-of-the-box simplified analytics (be on a lookout for Cost and Trend Analytics , Process Metrics Analytics in Global Payroll and also New Hire & Attrition Analytics in core HR among others planned for future releases )
- Analytics as part of delivered self service transactions
- Analytics for Managers, Administrators and Employees
- Analytics as entry points to actions and as search functions
- Embedded analytics as related content…
… and more!
6. So, what do customers do next?
- Explore content on PeopleBooks and other links such as https://youtu.be/pqAr44nqXp8
- Develop a ‘Pilot’ with focus group of Managers > Identify your top analytics > Identify whether they are delivered > Identify the right components to access your analytics!
- Upgrade to PeopleTools 8.55 to use the most recent analytic capabilities in PeopleSoft
Overall, it was a great presentation by Oracle and definitely very insightful.
PS: The answer to the question referred to in point #3 above, is: No, as a manager I cannot see my peer manager’s data!
Feel free to post your questions on PeopleSoft’s Simplified Analytics and Reporting to experts at info@beAstute.com