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. Goals:. By the end of today’s 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

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Hr c p r come practice reporting salary planner preparation

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

May 2006


Goals

Goals:

By the end of today’s 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

HR CPR: Salary Planner


Section 1 review of position and job data concepts

Section 1: Review of Position and Job data concepts

HR CPR: Salary Planner


Banner hr terminology

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.

HR CPR: Salary Planner


Hr c p r come practice reporting salary planner preparation

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.

  • HR CPR: Salary Planner


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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 employee’s 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.

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    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

    HR CPR: Salary Planner


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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.

    HR CPR: Salary Planner


    Business objects sample report

    Business Objects Sample Report:

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    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 hasn’t 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.

    HR CPR: Salary Planner


    Position and job hierarchy universe overview

    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

    HR CPR: Salary Planner


    Position and job hierarchy universe overview1

    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

    HR CPR: Salary Planner


    Consider your conditions org hierarchy

    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.

    HR CPR: Salary Planner


    Hr position and job hierarchy universe

    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

    HR CPR: Salary Planner


    Let s log in

    Let’s Log In

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    Click on “Create a new document using BO”

    We will create a new document using BusinessObjects.

    HR CPR: Salary Planner


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    We want to generate a standard report

    Click on Begin>

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    We want to use a Universe

    Click on Next>

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    Select the EDW – HR Position and Job Hierarchy Universe

    Then Click on Finish

    HR CPR: Salary Planner


    Edw hr position job hierarchy universe

    EDW – HR Position Job Hierarchy Universe

    HR CPR: Salary Planner


    Hr salary planner report example

    HR Salary Planner Report Example:

    HR CPR: Salary Planner


    Hr salary planner report example1

    HR Salary Planner Report Example:

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    HR Salary Planner Report Example:

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    HR Salary Planner Report Example:

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    HR Salary Planner Report Example:

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    HR Salary Planner Report Example:

    We want to find employees in either our Home or Timesheet College.

    HR CPR: Salary Planner


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    HR Salary Planner Result

    HR CPR: Salary Planner


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    HR Salary Planner Formatted Result

    HR CPR: Salary Planner


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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/

    HR CPR: Salary Planner


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    Saving your Report

    HR CPR: Salary Planner


    3 options for saving your document

    3 Options for Saving your document

    Option 1: File > 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 > My Business Objects Documents > User Docs

      Option 2: File > 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 > Send To > 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.

    HR CPR: Salary Planner


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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.

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    You need to send to Personal Documents

    Give it a name and click on Save.

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    Retrieving your Report

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    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.

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    Retrieving a Personal Document

    Select the report you want then Click on “Open,”

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    Query Clearing House Reports

    HR CPR: Salary Planner


    What is qch

    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.uillinois.edu/Reports/Authentication/Login.aspx?ReturnUrl=%2freports%2fQCH%2fQCHBrowser.aspx

    HR CPR: Salary Planner


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    Accessing Query Clearinghouse

    http://www.ds.uillinois.edu/default.asp

    HR CPR: Salary Planner


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    Press on the “Login Using Bluestem”

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    Press the Login Button

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    Enter your NetID and press Enter

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    Enter your Password and press Enter

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    Select Human Resources

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    Select Salary Planner

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    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!

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    Salary Planner Universe Overview

    HR CPR: Salary Planner


    Salary planner universe overview

    Salary Planner Universe Overview

    Who should use this universe?

    • College and Department HR Managers & BS Managers

    • Anyone who needs to review Salary Planner information

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    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

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    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

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    ‘Official’ Salary Planner Help

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    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_id=2474

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    Salary Planner Course Evaluation

    HR CPR: Salary Planner


    Hr c p r come practice reporting salary planner preparation

    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/custom_lab.asp

      • The Course ID for the classes are:

        • UIUC Monday May 15 2006: 961

        • UIUC Friday May 19 2006: 1158

    HR CPR: Salary Planner


    Thank you

    Questions? Discussion?

    Thank You!


    Hr c p r come practice reporting salary planner preparation

    Appendix 1: DS Resources & Specific Contact Information


    Resources for data warehouse users

    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

    HR CPR: Salary Planner


    Resources for data warehouse users1

    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 ClearinghouseCoordination of report creationDS User Practice Labs - monthly

    • Subscribe at: www.ds.uillinois.edu/changing_lanes.asp

    HR CPR: Salary Planner


    Resources for data warehouse users2

    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.uillinois.edu/bussol/Default.aspx?page=Metadata

    HR CPR: Salary Planner


    How to contact ds

    By filing an on-line Help Desk casehttp://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: (312) 996-4806

    Urbana: (217) 333-3102

    Springfield: (217) 333-3102

    Email the AITS Help Desk:

    [email protected] (one address for all 3 campuses to use)

    If you have access to Clarify,

    Send a Clarify Ticket directly to the ‘Decision Support’ Queue—we’ll take it from there; the appropriate person will respond.

    How to Contact DS

    HR CPR: Salary Planner


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    Appendix 2: General Information

    HR CPR: Salary Planner


    Ds resources and contacts general

    DS Resources and Contacts: General

    • Want general info on reporting?

      • Check out Reporting Central at www.ds.uillinois.edu

    • 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

    HR CPR: Salary Planner


    Ds resources and contacts standard reports

    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?page=RepAccess

    HR CPR: Salary Planner


    Ds resources and contacts custom reports

    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?page=DevAccess

    • 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: [email protected]

    HR CPR: Salary Planner


    Ds resources and contacts change management

    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/asptest/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/metadata/cmac.asp

    HR CPR: Salary Planner


    Ds resources and contacts collaboration

    DS Resources and Contacts: Collaboration

    • Want to see if someone has created a query you could develop from, or share one you’ve 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 [email protected]

    HR CPR: Salary Planner


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