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Administrator Guide
Last Updated: 2024-09-20
Example: Configure Population Views with Calculated Source Fields

Example: Configure Population Views with Calculated Source Fields

For your healthcare organization, you want to refine your population in
People Analytics
 by
Pay Rate Type
 to see your salaried and hourly workers separately. You also want to view your clinical workers and non-clinical workers separately.
  1. If you don’t already have one, create a calculated field to classify your workers in your desired clinical vs non-clinical populations. See Create Calculated Fields.
    2. Your calculated fields must be Single Instance type.
  2. In the
    Configure People Analytics
     report, On the Worker pipeline card, click
    Edit
    .
  3. In the
    Field Mapping
     step, opt in to the
    Worker Type
     and
    Worker Classification
     fields.
  4. In
    Worker Type
    , map in your
    Pay Rate Type
     source field.
  5. In
    Worker Classification
    , map in your
    Clinical vs Non-clinical
     calculated field.
  6. Go back to the
    Configure People Analytics
     report home page.
  7. On the
    Application Settings
     configuration card, click
    Edit
    .
  8. In the
    Population Views
     step, select both
    Worker Type
     and
    Worker Classification
     as your
    Population View 1
     and
    2
     field.
  9. Select up to 6 values for each population view.
  10. If necessary, complete the rest of the steps in the
    Worker
     pipeline.
  11. Run the installation.
Pay Rate Type
 and
Clinical vs Non-clinical
 are available as dimensions for refining data
By Population
 in the
People Analytics
 report.