HR C'P'R' Come Practice Reporting Salary Planner Preparation

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HR C.P.R.(Come Practice Reporting)Salary
Planner Preparation

• May 2006

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Goals

• By the end of todays session, you should be able
  to
• Be familiar with the set up for the Position and
  Job Hierarchy Universe
• Create a report in the Position and Job Hierarchy
  Universe
• Be familiar with why and which conditions you
  will need for most queries in the Position and
  Job Hierarchy Universe
• Be better prepared for the Salary Planner extract

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Section 1 Review of Position and Job data
concepts
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Banner HR Terminology

• Position
• An approved, budgeted slot for which employees
  can be recruited and hired.
• Can be filled or vacant.
• Is identified by a Position Number. First letter
  identifies campus location of Position.
• Position Class helps define the Position. It will
  provide the Position a title, salary range, etc.
• Position Org Code defines the owning
  organization for the Position.
• Job
• Occurs in Banner when an employee is placed in a
  position.
• Is identified by a Job Suffix.
• Is comprised of Job Begin Date, Title, FTE,
  Employee Class, Pay Rate, etc.
• Is the combination of a Position and an Employee.

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Banner HR Terminology

• Employee
• A person becomes an employee when appropriate
  forms are filled out and they have been given a
  job with the University.
• Is identified by a UIN.
• Is comprised of Hire Date, Employee Class, Home
  Department, etc.
• Position vs Job
• Many Jobs can be associated with one position.
• This can be the case with Student.
• - This will be the case with Pooled Positions.
• A single Employee can hold a number of different
  jobs associated with more than one position.
• - This can happen with a professor who has been
  named a department chair or a student working for
  several different units.

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Banner HR Terminology

• Salary Planner Extract
• Salary Planner does not include all E-Classes in
  the extract - only E-classes in the Excel handout
  are included in the extract
• Salary Planner uses Position Org to identify
  which organizations employees belong to.
  Position Org can be different than the employees
  Home Org, the Job Detail Time Sheet ORG and the
  Paying Org
• Only certain Position Budget Profile Codes are
  pulled into Salary Planner.
• For Faculty (E-Class begins with A), Academic
  Professionals (E-Class begins with B), and Post
  Doctoral Interns (E-Class PA or PB), the
  following Budget Profile Codes will be pulled in
• B Grant
• N Non-Recuring
• R Recurring
• For Graduate Assistants (E-Class GA), the
  Budget Profile Code only nulls will be pulled in.

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Banner HR Terminology

• Salary Planner Extract
• For Open Range employees (E-Class CA/DA/EA),
  the following Budget Profile Codes will be pulled
  in
• B Grant
• BO Open Range Grant
• N Non-Recuring
• NO Open Range - Non-Recurring
• R Recurring
• RO Open Range Recurring
• For Unpaid (E-Class UA), employees, the
  following Budget Profile Codes will be pulled in
• B Grant
• BO Open Range Grant
• N Non-Recuring
• NO Open Range - Non-Recurring
• R Recurring
• RO Open Range Recurring

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Banner HR Terminology

• Salary Planner Extract
• For faculty, Academic Professionals, Post Docs,
  Grads, and unpaids, only jobs that are active
  on or before August 16, 2006 will be pulled.
• For open range, only jobs that are active on or
  before August 27, 2006 will be pulled. In
  addition, only Positions that do not have a
  Bargaining Unit Code. These Positions are
  considered under contract.
• Only Position with an active status will be
  pulled.

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Business Objects Sample Report
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Things to consider about your request
Usually you need to determine if My employees
signify only those employees where I am the
Home Organization or all employees that have
jobs (Timesheet Organization) in my
Organization or all employees that I pay from my
CFOAPs. For Salary Planner we are concerned about
the Position Organization.
My employees is likely defined with a Campus
Code and a College Code (and maybe even an Org
Code or Dept Code).
I want to see what my Salary Planner extract data
will look like.
When you use the phrase will, it means you are
looking at the information that hasnt been
extracted into Salary Planner yet. Most of the
data that gets pulled into Salary Planner is
Employee, Position and Job related data. To
verify what will get pulled into Salary Planner,
we will need to use the Position Job Hierarchy
Universe.
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Position and Job Hierarchy Universe Overview

• Who should use this universe?
• College and Department HR Managers BS Managers
• Anyone who needs to verify employees Positions,
  Jobs and/or Contract information
• Universe Description
• This universe contains
• Historical records of positions and jobs,
• Position, position attribute and job information,
• Employees attribute information

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Position and Job Hierarchy Universe Overview

• Universe Tips Tricks
• For most of your queries, you should include
• Position Number,
• Job Suffix and
• Employee Name.
• We track a lot of history. If you are only
  interested in getting information that is active
  right now, you need to use the predefined
  conditions that we have set up in the Universe
• Current Position,
• Current Job,
• Current Active Job Detail, and
• Current Employee.
• Similarly, if you are using contract information
  in your query, you should use the Current
  Contract Predefined Condition

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Consider your Conditions Org Hierarchy

• What group of employees are you interested in
  getting back?
• What Campus? 1 - Urbana, 2 - Chicago, 4
  Springfield or 9 UA
• What College? the College of XY
• What Departments? The Department of ABC, DEF,
  etc.
• Which Orgs? The Organizations of 123456,
  654321, etc.

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HR Position and Job Hierarchy Universe

• I want to see what my Salary Planner extract data
  will look like.
• Position Budget Profile Code and Description
• Employee Name
• UIN
• Employee Detail Org Code and Title
• Employee Detail E-Class Code
• Position Number
• Job Suffix
• Position Title
• Job Begin and End Date
• Job Detail Org Code and Title
• Job Detail E-Class Code
• Job Detail FTE and Annual Salary

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Lets Log In
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Click on Create a new document using BO
We will create a new document using
BusinessObjects.
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We want to generate a standard report
Click on Begingt
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We want to use a Universe
Click on Nextgt
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Select the EDW HR Position and Job Hierarchy
Universe
Then Click on Finish
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EDW HR Position Job Hierarchy Universe
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HR Salary Planner Report Example
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HR Salary Planner Report Example
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HR Salary Planner Report Example
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HR Salary Planner Report Example
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HR Salary Planner Report Example
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HR Salary Planner Report Example
We want to find employees in either our Home or
Timesheet College.
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HR Salary Planner Result
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HR Salary Planner Formatted Result
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To help with formatting, DS now offers a
Formatting Class.
To sign up for the formatting class, go to
http//www.ds.uillinois.edu/training/
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Saving your Report
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3 Options for Saving your document

• Option 1 File gt Save
• This is the Business Objects default. This saves
  the document to the hard drive of the machine you
  are currently working on. The location is under
  My Documents gt My Business Objects Documents gt
  User Docs
• Option 2 File gt Save As
• This allows you to choose the location to save
  the document. This location could be on your
  hard drive, on a CD or USB drive or on a network
  share, for example. This is also the option used
  to save to a different file format like an
  Excel .xls file.
• Option 3 File gt Send To gt Personal Documents
• This sends the document to be stored on the
  Decision Support server. You can then retrieve
  the document from any location or computer.
• This option is very useful when you have created
  the document at a workstation that is not your
  own and you want to be able to retrieve it back
  at your desk or you create the document at your
  desk and want to be able to retrieve it in a lab
  setting.

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You need to send to Personal Documents
Select File Select Send To Select Personal
Documents You will then be able to retrieve this
document from any PC that has Business Objects.
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You need to send to Personal Documents
Give it a name and click on Save.
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Retrieving your Report
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You need to retrieve from Personal Documents
Select File Select Retrieve From Select
Personal Documents You will then be able to
retrieve a saved document.
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Retrieving a Personal Document
Select the report you want then Click on Open,
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Query Clearing House Reports
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What is QCH?

• DS Query Clearinghouse
• A place to share report templates
• Any EDW user can post Business Objects files for
  others to use as a starting point
• Share and work together!
• Query Clearinghouse link https//www.ds.uillinoi
  s.edu/Reports/Authentication/Login.aspx?ReturnUrl
  2freports2fQCH2fQCHBrowser.aspx

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Accessing Query Clearinghouse
http//www.ds.uillinois.edu/default.asp
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Press on the Login Using Bluestem
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Press the Login Button
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Enter your NetID and press Enter
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Enter your Password and press Enter
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Select Human Resources
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Select Salary Planner
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Salary Planner Reports
Want to play with these sample reports? Want
something similar for your use? Then go visit
Query Clearinghouse and get a sample report with
which to begin!
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Salary Planner Universe Overview
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Salary Planner Universe Overview

• Who should use this universe?
• College and Department HR Managers BS Managers
• Anyone who needs to review Salary Planner
  information

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Salary Planner Universe Overview

• Universe Description
• This universe contains
• The final scenario of the HR Budgeting Process.
• Contains information that was originally entered
  into the Banner Salary Planner module.
• Position history information
• Job history information
• Employee history information

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Salary Planner Universe Overview

• Universe Tips Tricks
• Only the Final scenario is in the Universe
• Only Position, Jobs and employees entered into
  Salary Planner can be seen in this Universe
• Always limit on a fiscal year or you will get all
  Salary Planner data for all years.
• When comparing Salary Planner Positions and jobs
  to Current Positions and jobs, you will only see
  Positions and Jobs that were budgeted through
  Salary Planner
• The job change reasons for a particular job are
  only available to the organizations that own the
  job, similar to the security schema in the HR-Pay
  increment

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Official Salary Planner Help
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Salary Planner Help

• Salary Planner Job Aids, Training Materials and
  Reports are available in DART at
• https//hrnet.uihr.uillinois.edu/dart-cf/index.cfm
  ?Item_id2474

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Salary Planner Course Evaluation
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Custom Practice Lab Evaluation

• Please go to the web and complete the course
  evaluation form at the below URL
• http//www.ds.uillinois.edu/training/evaluations/c
  ustom_lab.asp
• The Course ID for the classes are
• UIUC Monday May 15 2006 961
• UIUC Friday May 19 2006 1158

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Thank You!
Questions? Discussion?
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Appendix 1 DS Resources Specific Contact
Information
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Resources for Data Warehouse Users

• DS Monthly Practice Labs
• Monthly, on each physical campus
• FAC from Student, Finance, and HR present to
  answer questions and provide hands on assistance
  in creation of custom reports
• View Practice Lab dates http//www.ds.uillinois.
  edu/events.asp

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Resources for Data Warehouse Users

• DS Changing Lanes List-Serv
• A moderated list-serv (electronic mailing list
  manager)
• A forum to assist with the University's
  transition to a new reporting environment,
  specifically about the use of the Enterprise Data
  Warehouse, associated Data Marts, and Business
  Objects.
• Past Topics Query Clearinghouse Coordination
  of report creation DS User Practice Labs -
  monthly
• Subscribe at www.ds.uillinois.edu/changing_lanes
  .asp

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Resources for Data Warehouse Users
For additional documentation and information
about universes, objects, tables, loading of EDW
data, training, data models, and metadata search,
please visit the DS website http//www.ds.uillin
ois.edu/bussol/Default.aspx?pageMetadata
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How to Contact DS

• By filing an on-line Help Desk case
  http//onlinesupport.uillinois.edu/ds.html. To
  complete the form
• Authenticate via Bluestem
• Click "Start Here" on the left-hand margin
• Select "New Case" 
• Be sure "Decision Support" is listed on Help Desk
  line (first line of New Case entry form). If it
  does not, click "Change Help Desk" and select
  Decision Support from the list of options.
• Enter your contact information and the nature of
  your problem
• Click "Create Case" to submit the case to
  Decision Support for response
• Create a Help Desk Ticket
• Phone the AITS Help Desk
• Chicago [phone]
• Urbana [phone]
• Springfield [phone]
• Email the AITS Help Desk
• helpdesk2_at_uillinois.edu (one address for all 3
  campuses to use)
• If you have access to Clarify,
• Send a Clarify Ticket directly to the Decision
  Support Queuewell take it from there the
  appropriate person will respond.

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Appendix 2 General Information
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DS Resources and Contacts General

• Want general info on reporting?
• Check out Reporting Central at www.ds.uillinois.ed
  u
• Want to keep up to date with info about the Data
  Warehouse and Decision Support?
• Sign up for the Changing Lanes List-serv at
  http//www.ds.uillinois.edu/changing_lanes.asp
• Want to know the status of issues and when the
  Warehouse data was last updated?
• Visit the System Status page at
  http//www.ds.uillinois.edu/systemstatus.asp

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DS Resources and Contacts Standard Reports

• Want to know what standard reports are available?
• Try the Standard Report Directory at
  www.ds.uillinois.edu
• How can I get access to standard reports?
• Follow the instructions at http//www.ds.uillinois
  .edu/RepCentral/default.aspx?pageRepAccess

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DS Resources and Contacts Custom Reports

• How can I get access to create my own reports
  using the Data Warehouse?
• Follow the instructions at http//www.ds.uillinois
  .edu/RepCentral/default.aspx?pageDevAccess
• How can I find out what training is available for
  using Business Objects?
• Browse the Training Calendar on the DS website
  at http//www.ds.uillinois.edu/ViewClasses.asp
• Need help creating a report, or having a problem?
• Drop in at regularly scheduled practice labs to
  get one-on-one help from the experts in an open
  lab setting. See the Events page at
  http//www.ds.uillinois.edu/events.asp for times
  and locations.
• File a case with the AITS Help Desk (be sure to
  include Decision Support in the description so
  it gets routed to DS)
• Call 312-996-4806 (UIC) or 217-333-3102 (UIS or
  UIUC)
• E-mail helpdesk2_at_uillinois.edu

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DS Resources and Contacts Change Management

• Need to know what changes have been made to the
  Data Warehouse?
• Go the Change Management page and click on
  Release Notes https//www.ds.uillinois.edu/aspte
  st/projects/metadata/release_management.asp
• What enhancements have been requested and what is
  their status?
• DS has a Change Management Advisory Committee
  (CMAC) that helps prioritize change requests,
  check out the CMAC page to find out more about
  changes in the queue and for lists of members
  https//www.ds.uillinois.edu/asptest/projects/meta
  data/cmac.asp

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DS Resources and Contacts Collaboration

• Want to see if someone has created a query you
  could develop from, or share one youve created?
• Browse and post queries in the QCH at
  www.ds.uillinois.edu
• Want to talk about collaborating with DS or about
  our planned projects or services?
• Call Aaron Walz at 217-265-6540 or e-mail
  awalz_at_uillinois.edu