Update departments in Pega Workforce Intelligence to match your evolving hieararchy as the departments and teams that define the structure of your organization change.
Departments and teams define the organizational structure of your data collectors and help organize the information that Workforce Intelligence presents in summaries, charts, and reports so that you can zoom in to focus on specific teams or zoom out to focus on an entire department.
You can make changes to a small number of business units by edtiting these directly in Workforce Intelligence, or you can use the Import feature to make bulk changes to a large number of business units at one time.
- Viewing the hierarchy of your organization
You can review the hierarchy of your organization, in case you need to make changes.
- Creating parent departments
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.
- Adding child departments or teams
If your organization’s departmental structure changes, resulting in new departments or teams, you can add a department or team under a parent department.
- Editing department or team information
If your organization’s departmental structure changes, you might need to modify the information about a department or team so that the reports accurately reflect your organization.
- Disabling departments or teams
If your organization reorganizes and a department or team no longer exists, you can disable the department or team.
- Viewing disabled departments and teams
View disabled departments and teams, which are hidden by default, by "unhiding" them.
- Hiding disabled departments or teams
For easier viewing, exclude disabled departments and teams from the list of departments on the Departments tab.
- Importing business unit hierarchy updates
If you need to make bulk changes to your business unit hierarchy, such as adding multiple new business units and updating several configurations, you can import bulk changes using a CSV file.
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