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Creating parent departments

Updated on May 5, 2021

If your organization’s departmental structure changes, resulting in new departments or teams, you need to modify that structure in Pega Workforce Intelligence to have reports that accurately reflect your organization. For example, first create a parent department and then create the child departments and teams that report to the parent.

  1. In the header of Pega Workforce Intelligence, click AdministrationOrganization.
  2. On the Organization page, click Departments.
  3. Click Action Create New.
  4. On the New Child window, enter the appropriate information in the following fields:
    NameEnter the name that you want to assign to the department or team.
    Parent DepartmentSelect the parent department.
    LevelChoose Department.

    Teams are the lowest level in the hierarchy and report to departments. Departments can report to other departments.

    Unique IDEnter a unique ID for this department.
    Production Goal %Enter a percentage or accept the default of Inherited.

    Inherited indicates that this department inherits the production goal from its parent.

    Assigned ConfigurationSelect the configuration that you want to assign to this department or team:
    • To indicate that this data collector inherits the configuration options assigned to its team, select Inherited.
    • To indicate that this data collector uses the RuntimeConfig.xmlconfiguration file that is assigned to Pega Robot Runtime, select Use Robotic.
    • To indicate that this data collector uses the default configuration that was set up for your organization, select Default.

    Custom configuration files might also be set up for your organization. Consult with your system administrator to determine which configuration file should be assigned to this department.

  5. Click Submit.
Result: The system creates the parent department.

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