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

HR CPR: Salary Planner. 2. 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 UniverseCreate a report in the Position and Job Hierarchy UniverseBe familiar with why and which conditions you will need for most queries in the

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

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    1. HR C.P.R. (Come Practice Reporting) Salary Planner Preparation May 2006 CFOAPALCFOAPAL

    2. HR CPR: Salary Planner 2 Goals:

    3. HR CPR: Salary Planner 3 Section 1: Review of Position and Job data concepts

    4. HR CPR: Salary Planner 4 Banner HR Terminology

    5. HR CPR: Salary Planner 5

    6. HR CPR: Salary Planner 6

    7. HR CPR: Salary Planner 7

    8. HR CPR: Salary Planner 8

    9. HR CPR: Salary Planner 9 Business Objects Sample Report:

    10. HR CPR: Salary Planner 10

    11. HR CPR: Salary Planner 11 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 The prerequisite to this session is You have taken the WebIntelligence Ad Hoc Reporting class from Decision Support which covers the Business Objects report tool, WebIntelligence We will cover today: User Acceptance Test Data Warehouse Data Education Hands-on Test Cases Q&A The prerequisite to this session is You have taken the WebIntelligence Ad Hoc Reporting class from Decision Support which covers the Business Objects report tool, WebIntelligence We will cover today: User Acceptance Test Data Warehouse Data Education Hands-on Test Cases Q&A

    12. HR CPR: Salary Planner 12 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 The prerequisite to this session is You have taken the WebIntelligence Ad Hoc Reporting class from Decision Support which covers the Business Objects report tool, WebIntelligence We will cover today: User Acceptance Test Data Warehouse Data Education Hands-on Test Cases Q&A The prerequisite to this session is You have taken the WebIntelligence Ad Hoc Reporting class from Decision Support which covers the Business Objects report tool, WebIntelligence We will cover today: User Acceptance Test Data Warehouse Data Education Hands-on Test Cases Q&A

    13. HR CPR: Salary Planner 13 Consider your Conditions: Org Hierarchy [Review the slide] Now do the fiscal periods and “buckets” make sense? Questions? Would you like me to show you these ideas with a Business Objects report?[Review the slide] Now do the fiscal periods and “buckets” make sense? Questions? Would you like me to show you these ideas with a Business Objects report?

    14. HR CPR: Salary Planner 14 HR Position and Job Hierarchy Universe [Review the slide] Questions? [Review the slide] Questions?

    15. HR CPR: Salary Planner 15 Let’s Log In

    16. HR CPR: Salary Planner 16

    17. HR CPR: Salary Planner 17

    18. HR CPR: Salary Planner 18

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    20. HR CPR: Salary Planner 20 EDW – HR Position Job Hierarchy Universe

    21. HR CPR: Salary Planner 21 HR Salary Planner Report Example:

    22. HR CPR: Salary Planner 22 HR Salary Planner Report Example:

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    31. HR CPR: Salary Planner 31 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.

    32. HR CPR: Salary Planner 32

    33. HR CPR: Salary Planner 33

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    38. HR CPR: Salary Planner 38 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

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    48. HR CPR: Salary Planner 48 Salary Planner Universe Overview Who should use this universe? College and Department HR Managers & BS Managers Anyone who needs to review Salary Planner information The prerequisite to this session is You have taken the WebIntelligence Ad Hoc Reporting class from Decision Support which covers the Business Objects report tool, WebIntelligence We will cover today: User Acceptance Test Data Warehouse Data Education Hands-on Test Cases Q&A The prerequisite to this session is You have taken the WebIntelligence Ad Hoc Reporting class from Decision Support which covers the Business Objects report tool, WebIntelligence We will cover today: User Acceptance Test Data Warehouse Data Education Hands-on Test Cases Q&A

    49. HR CPR: Salary Planner 49

    50. HR CPR: Salary Planner 50 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 The prerequisite to this session is You have taken the WebIntelligence Ad Hoc Reporting class from Decision Support which covers the Business Objects report tool, WebIntelligence We will cover today: User Acceptance Test Data Warehouse Data Education Hands-on Test Cases Q&A The prerequisite to this session is You have taken the WebIntelligence Ad Hoc Reporting class from Decision Support which covers the Business Objects report tool, WebIntelligence We will cover today: User Acceptance Test Data Warehouse Data Education Hands-on Test Cases Q&A

    51. HR CPR: Salary Planner 51

    52. HR CPR: Salary Planner 52 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 The prerequisite to this session is You have taken the WebIntelligence Ad Hoc Reporting class from Decision Support which covers the Business Objects report tool, WebIntelligence We will cover today: User Acceptance Test Data Warehouse Data Education Hands-on Test Cases Q&A The prerequisite to this session is You have taken the WebIntelligence Ad Hoc Reporting class from Decision Support which covers the Business Objects report tool, WebIntelligence We will cover today: User Acceptance Test Data Warehouse Data Education Hands-on Test Cases Q&A

    53. HR CPR: Salary Planner 53

    54. HR CPR: Salary Planner 54

    55. Thank You!

    57. HR CPR: Salary Planner 57 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

    58. HR CPR: Salary Planner 58 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

    59. HR CPR: Salary Planner 59 Resources for Data Warehouse Users

    60. HR CPR: Salary Planner 60 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: (312) 996-4806 Urbana: (217) 333-3102 Springfield: (217) 333-3102 Email the AITS Help Desk: helpdesk2@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’ Queue—we’ll take it from there; the appropriate person will respond.

    61. HR CPR: Salary Planner 61

    62. HR CPR: Salary Planner 62 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

    63. HR CPR: Salary Planner 63 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

    64. HR CPR: Salary Planner 64 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: helpdesk2@uillinois.edu

    65. HR CPR: Salary Planner 65 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

    66. HR CPR: Salary Planner 66 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 awalz@uillinois.edu

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