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Before you begin the initial hierarchy import

Updated on May 5, 2021

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

Complete the following prerequisite planning tasks:

  • Determine the system of record, such as a payroll system, that you can use to complete or update the hierarchy.
  • Plan your teams so that you have a minimum of 10 and a maximum of 25 people on each team, with 15 being the optimal number. These sizes help to keep the charts more readable when Workforce Intelligence presents the information.
  • To prevent errors, keep in mind that the order for adding your hierarchy matters. Import the business unit hierarchy before you import data collectors. When you import data collectors, you assign them specific teams in the data collector import file, and these teams must already exist to prevent errors in the import. This order remains important if you need to add new data collectors to new teams in the future. Add the teams first and then create and assign the data collectors to those new teams.

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