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.
- In the header of Pega Workforce Intelligence, click .
- On the Organization page, click the Departments tab.
- In the upper-right corner of the page, on the Actions menu, click Export Departments, as shown in the following example:
- Add the hierarchy information from your system of record to the columns in the
.csv
file, using the following column descriptions: The following restrictions apply to theColumn Description Name The name of the business unit as you want it to be displayed on reports. Unique ID The unique identifier for the business unit. This value is required because business units can have the same name. This ID is case-sensitive. Parent Name The parent name that you want to display on reports. Parent ID The unique identifier for the parent of the business unit. Level The level of the business unit, which is company, department, or team. Ensure that you have only one entry (row) to define the company level of your hierarchy. Production Goal % The business unit’s production goal percentage, expressed as a value from 1 to 100. The production goal percentage is used to calculate expected production hours. Leave the column blank if you want the business unit to inherit the production goal percentage from the parent business unit. Assigned Configuration The name of the assigned configuration for the business unit. Leave the colum blank if you want the business unit to inherit the assigned configuration from the parent business unit. Status The status of the business unit. The default setting for initial import is enabled. .csv
file:- The maximum number or rows supported in the spreadsheet is 5,000.
- The maximum file size that is supported for upload is 1 MB.
- When you export and open the file in a program such as Microsoft Excel, the program might change the format of your data, such as removing any leading zeros. For more information, see Exporting and Importng IDs in Workforce Intelligence.
- After finalizing your changes to the spreadsheet, save the file as
departments.csv
, as shown in the following example: - In the header of Pega Workforce Intelligence, click .
- On the Organization page, click the Departments tab.
- In the upper-right corner of the page, on the Actions menu, click Import Departments.
- In the Import Departments window, drag your updated
departments.csv
to the box, or click the box to select your file. - Click Import.
- If you receive errors, review the messages to correct any issues and reimport. Contact the Workforce Intelligence Service Delivery Team if you need assistance resolving errors.
- Close the Import Departments window.
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