Kibana Data Analytics for PeopleSoft HCM 9.2 Hackensack ... · • SpearMC: Gary D. and Marcus B. ... most likely to leave us? • Support for the next COVID type scenario. • Like

10/3/2020 © SpearMC Consulting 1

© 2020 SpearMC Consulting

Kibana Data Analytics for PeopleSoft HCM 9.2

Hackensack Meridian Health

Robbin Velayedam, OracleSenior Director, HCM Product Strategy

Gary Dranikoski, SpearMCDirector, Analytics and Managed Services


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Agenda

• Introductions

• HMH Team

• Oracle: Robbin V.

• SpearMC: Gary D. and Marcus B.

• Robbin V. – PeopleSoft HCM and Kibana for HCM demo/discussion. UI/UX.

• PeopleSoft HCM Analytics ‘out of box’

• Kibana Analytics for PeopleSoft HCM

• Gary D. –Kibana for PeopleSoft configuration and setup. Technical.

• Installation and best practices to leverage Elasticsearch to configure Kibana for use with PeopleSoft HCM.

Objectives and HMH Focus

• Focus on native PeopleSoft HCM Analytics.

• PeopleSoft HCM delivered Workcenters, Dashboards, Pivot Grids

• Kibana Data Analytics and Visualization for PeopleSoft

• Delivered ‘out of the box’ analytics/metrics

• HCM Analytics functionality beyond metrics potential.

• So not just turnover, but how can we get to who is most likely to leave us?

• Support for the next COVID type scenario.

• Like anything pre made that we could or could have used?

• Heat maps by location or department.

Agenda and Objectives



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Elastic Company

Web interface to the data - Analytics platform

Search, analyze and store

Data processing pipeline – ingests log file entries, chat message


PeopleSoft and Kibana

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Visual from https://www.elastic.co/kibana

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Evolution of Elastic Stack with PeopleSoft


8.55

8.58

8.58+PUM

8.55

8.57

8.58

8.58+PUM

Elasticsearch introduced as a search option for the PeopleSoft stack

Kibana Visualizations & Dashboards available to System Administrators for performance metrics

Kibana Visualization capabilities available with PeopleSoft Application Data , Health Center Dashboard (Logstash)

Delivered Dashboards and pre-built content for Application Data

8.57

8.57 8.56 Elasticsearch replaces SES


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Strategic Investments (Analytics)

Pivot GridsPeopleSoft Delivered, customizable, Dashboards

Simplified AnalyticsExtend Pivot Grids, user personalization

Personalized Analytic Notifications

Set thresholds on Pivot Grids, personal notifications

Kibana Advanced Data visualizations, drillable dashboards, does not affect PeopleSoft performance

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Kibana vs. Pivot Grids

Data refreshed on schedule

Advanced Visualizations

Optimized for speed

Large Data Sets

Trends across time

Dashboards and related content tiles

in PeopleSoft

Included with PeopleTools

Native PeopleSoft security rules apply

Real-time

Contextual to transaction

Related Actions

Simplified Analytics

Personal Notifications based on thresholds

KIBANA PIVOT GRIDS


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HCM

• HR Employee Pay Analysis

• Recruiting Applicant Status, Counts, Geography

• Payroll Analytics

• Benefits Administrator Analytics

• HR Trend Analysis – terminations, hires over time

• HR Onboarding, Offboarding, Preboarding completion status

• Job Data analysis

FSCM

• Accounts Payable Early Detection & Monitoring

• Accounts Payable Liability Trend Analysis

• Purchasing Buyer Productivity and Efficiency

• GL Operational Analysis, Financial Position & Performance

• Accounts Receivable Collection Analysis

• Contracts & Grants Portfolio Analysis

• Project Costing Financial Metrics

• Maintenance Work Order Analytics

• eProcurement Search and Click Analysis

• Expenses Analytics

Analytics & Content - 8.58+PUM

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PeopleSoft Query or

Connected Query

Search Designer

KibanaEnable

DashboardsSearch Admin

Search Framework

Customizing Kibana

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BenefitsHealth Benefit

CompensationCompensation HistoryCompensation Total Rewards

ePerformanceDevelopment Tips - CompetenciesDevelopment Tips - SubCompetenciesDevelopment TipsPerformance DocumentsResults Writer - CompetenciesResults Writer - SubCompetencies

Absence ManagementAbsence request searchAbsence Balance

PayrollCreate Additional PayCreate General DeductionReview Garnishment Search

Delivered Search Definitions

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CommonAll ApplicantsApplication ProfilesApplicant IndexData MappingJob Posting ProfilesAll Job OpeningsJob Posting

Time and LaborTime and Labor Time Sheet

Human ResourcesCareer PlanPersonJob DataPersonSuccession PlanningWorkforce Diversity

Profile ManagementJob ProfilesPerson Profiles

Delivered Search Definitions


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Build a Dashboard


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Accessing Kibana

Pre-Requisite

• PeopleTools 8.58 (8.57 for System Administrators)

• Elasticsearch & Kibana 7.0 installed & running

• Search definitions Deployed and Indexes built

• Access to Kibana (Search Instance Properties configured)

Logging In

• Via PeopleSoft – navigate to a Kibana Visualization or Dashboard

• Directly login to Kibana URL

• Admins & Power Users

• Get from PeopleSoft Administrator

• Will need Database name in addition to PS username & password


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Preparing Data

Create Index Pattern

• Pattern based on existing search indexes deployed PeopleSoft

• PeopleSoft Security rules apply


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Create Visualization / Dashboard

Create New visualization

• Metric

• Pie

• Tag Cloud

• Region Map

Create 2 Dashboards

• All visualizations

• Pie Only

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Kibana Dashboard

Tile Full Dashboard

http://fin92035pt858.spearmc.com:8000/psp/peoplesoft01/?cmd=login&languageCd=ENG&



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Summary

PeopleTools 8.57

• Performance Metrics – Health Center Dashboard

PeopleTools 8.58

• Application Data

• Security

• PeopleSoft application security rules applied to data in Kibana Dashboards & Visualizations

• Kibana integration

• PeopleSoft Dashboards and related content displays

Applications

• 118 Existing Search Indexes

• Designed for PeopleSoft search framework

• Customizable and Extendable

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Kibana Resources


https://spearmc.com/apps/kibana/

Analytics page on peoplesoftinfo.com

https://spearmc.com/apps/kibana/
