To provide access to PeopleXD Insight for certain, or all users or managers, you can use the menu profile option for this available named COREINSIGHT_USER.
The default menu options active under this menu profile are outlined below:
Menu Option | Functionality |
CorePortal - Manager HR Analytics | Access to the Insight Dashboard. |
CorePortal - Insight Area LOV Selection Allowed | Access to the various insight areas to report on e.g. WFM, Payroll, etc. |
CorePortal - Insight Clone Reports | Access to Clone other reports. |
CorePortal - Insight Create Reports | Access to create reports. |
CorePortal - Insight Delete Reports | Access to delete reports. |
CorePortal - Insight Edit Reports | Access to edit reports, belonging to them. |
CorePortal - Insight View Reports | Access to view reports. |
CorePortal - Interface Details | Access to interface details on reports, if required. |
CorePortal - iCue | Access to iCue. |
We suggest testing out adding the profile to a single user in UAT before providing it to all in UAT or Live.
Search and add or remove certain options to the menu profile.
To provide access to all managers, you can import the menu profile into an existing one.
📌Note: All future employees given the menu profile you copy to would also get access to Insight.