Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      


Updated on May 5, 2021

Prepare to add the departments and assign data collectors (associates) to departments to efficiently complete the initial implementation of Pega Workforce Intelligence.

The Service Delivery Team supports the initial implementation and configuration of Workforce Intelligence, which includes the following tasks:

  • Connecting to Workforce Intelligence

    The Service Delivery Team instructs you on how to connect to the Workforce Intelligence database and guides you through the various implementation tasks. For more information, see Implementing Workforce Intelligence.

  • Importing your hierarchy

    For reporting purposes, you must have up-to-date information about the departments and employees who comprise the organizational structure in Workforce Intelligence. Always use your system of record, such as a Human Resources system, a payroll application, or some other application, as the source for user information. Using a system of record ensures that you have the most up-to-date information in Workforce Intelligence. After you identify your systems of record, as the administrator, you can import the hierarchy. The Service Delivery Team can also provide assistance with your initial hierarchy import.

For a summary of what happens after you implement Workforce Intelligence, see How Pega Robot Runtime and Pega Workforce Intelligence work together.
  • Before you begin the initial hierarchy import

    Complete initial preparation and planning tasks outside of Pega Workforce Intelligence before the initial import to make the process run more efficiently.

  • Importing the business unit hierarchy for initial implementation

    Efficiently add your business unit hierarchy on a schedule that works best for you by using the .csv file template and import process. Import the business units from your chosen external system of record.

  • Importing data collectors for initial implementation

    Save time during the assignment process by importing data collectors and assigning them to the departments in your hierarchy.

  • Enabling OAuth for data collectors

    For additional security of your Pega Robot Runtime 19.1.63 or later, enable endpoint authorization through OAuth tokens to secure Robot Runtime routes or the API endpoints with which interacts. With this feature, the Robot Runtime endpoints are securely authorized by using a client ID and client secret combination for each data collector (user with Robot Runtime installed).

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us