HR Data Warehouse California State University, Northridge

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HR Data WarehouseCalifornia State University,
Northridge

• Robert FoldesiAVP, Human Resources
• Renee VeneziaHRIS/Payroll Administration Manager
• Mindy ChiBusiness Analyst

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Agenda

• The Case for an HR Data Warehouse
• Lessons Learned
• Product Goals
• Design Content
• Access Security
• Next Steps
• Application Overview
• Closing Remarks

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The Case for an HR Data Warehouse

• Data available to authorized users 24/7. Reduces
  reliance on HR staff.
• Provides consistent data for all (e.g. number of
  staff)
• Pushes data closer to decision makers. Easy and
  consistent.
• Promotes transparency and eliminates silo
  mentality.
• Serves as an educational tool for desired
  behavior.
• Has potential as an important tool for strategic
  decisions at the executive level.

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Lessons Learned

• Train people on the effective use of the data.
• Provide extra support for executives. Personally
  demonstrate capabilities of the system.
• Make sure the system is available to those who
  need it.
• Dont oversell the system.

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Product Goals

• Facilitate executive decision making
• Illustrate trends emerging issues
• Provide mechanism to retrieve information
• Provide data on-demand

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Design Content

• Data Warehouse Committee members helped with the
  design
• Division Representatives
• Human Resources, Payroll and HRIS
• Information Technology Resources
• Type of data in the warehouse
• Employee data as of 1/1/2005 and forward
• Non-Confidential / Non-Sensitive Data

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Design Content (cont.)

• Data Cleanup
• Within PeopleSoft
• Between PeopleSoft and PIMS

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Access Security
Users are Empowered !

• System Access
• Campus community
• Current users identified by division
  representatives
• VPs and unit heads control access
• Approximately 70 users across campus
• Data Access
• Campus-wide data accessible to all users

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Next Steps

• Continue development
• Provide more data and reports
• Promote use of data warehouse
• Solicit additional requirements and suggestions
  for enhancements

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Application Overview

• 24/7 Access
• Navigation https//portal.csun.edu

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Employee Summary Page

• Four main pages
• Job Data
• Faculty Data
• Miscellaneous Data
• Performance Review

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Search Options
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Job Data
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Faculty Data
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Miscellaneous Info
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Performance Review
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HR Queries
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Maintenance

• Data visibility
• Resource requirements
• Time commitment
• Coordinate/manage data integrity

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• Discussion

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California State University, Northridge

• PeopleSoft Financials 8.4
• Data Warehouse

Dr. Robert Barker University Controller AVP,
Finance and Accounting Svcs. Dawn Stanley Campus
Support Team Supervisor Deborah
Whitchurch Training Communications Specialist
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Agenda

• Data Warehouse Philosophy
• Data Warehouse Users
• Data Warehouse Applications

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Application Philosophy

• Designed Based on Campus Needs
• Collaborative Effort with a Cross-Organizational
  Reporting Team
• Intuitive and Easy to Use
• Continues as a Driving Force in all Application
  Design

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Financials Data Warehouse Users

• Campus Community
• Administrators
• Staff
• Faculty
• Internal Staff
• Financial and Accounting Services
• University Budget Office

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Financials Data Warehouse Data Retrieval
Applications

• Financial Utilities
• GL Reconciliation
• GL Summary
• GL Reconciliation Queries
• PO Reconciliation
• PO Summary
• PO Reconciliation Queries
• nVision Reporting

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Financial Utilities Chartfield Lookup
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Financial Utilities Tree Viewer
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GL Reconciliation GL Summary
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GL Summary Search by Tree Node
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GL Summary Ledger Drilldown
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GL Summary Ledger Drilldown to Journal Detail
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GL Reconciliation GL Queries

• Tree Node vs. Department ID
• Summary vs. Detail
• Chartfield Listings

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GL Queries Department ID Based
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GL Queries Dept / Fund GL Journal Detail
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GL Queries Tree-Node Based
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GL Queries Fund / Dept Summary
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GL Queries Chartfield Lists
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GL Queries Chartfield Lists
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PO Reconciliation PO Summary
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PO Reconciliation Recon Summary
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PO Reconciliation Recon Detail
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PO Queries Department ID Based
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PO Queries Tree Node Based
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nVision Reporting

• Ad hoc Management Reports
• Campus Administrators Run At Will
• Previously Run Monthly by Resource Mgmt. And
  Distributed Manually

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nVision Reporting Range of Reports

• Budget Balance Available
• Department Detail
• College, Division, University Rollup
• Reimbursed Activities
• Trust
• Income Statements
• Balance Sheets
• Payroll

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nVision Reporting Available Reports
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nVision Reporting Report Request
Restrict Static Fields for Quality Control
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nVision Reporting Scope Management

• Set-Up Tables
• Limits Access to Pertinent Departmental Data
• Filters Unnecessary Scopes from a Users List
• Scope Help

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nVision Reporting Scope Lookup
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nVision Reporting Scope Help
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nVision Reporting Budget Balance Available
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nVision Reporting Budgetary Summary by Dept
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Transactional Applications

• On-Line Requisitions
• On-Line Budget Transfer
• Call Accounting

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Under Development

• On-Line Travel
• Chargebacks

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Summary

• Summary Views
• GL Ledger Data
• Requisition / PO Lifecycle
• Public Access Queries
• Department Specific
• Tree-Node Roll-up

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Summary

• Management Reports
• Up-To-Date Spending Analysis
• Budget Balance Snapshots
• Financial Statements
• Payroll Expenses
• Transactional Applications
• Applications Under Development

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Thank you for joining us!