POLYDATA Dashboards Labor Cost

1. POLYDATA DashboardsLabor Cost Labor Cost Pilot February 2010

2. Agenda • Terminology • Hierarchies • Dashboards • Demo

3. Terminology • Period vs Pay Period • Accounting “Period” – the month the transactions were posted to the PeopleSoft Financial System • Format: 01 = July, 02 = August, 03 = September • Defined the same on the Finance Dashboards • Pay Period – The month the employee was actually paid for – the work was incurred • Format: 201007 = July, 201008 = August

4. Page Prompts Period vs Pay Period

5. Period vs Pay Period Period “07” = January Pay Periods 201001, 200910, 200911, 200912 = Jan 2010, Oct 2009, Nov 2009, Dec 2009

6. Terminology • Department vs Charge Department • Department = Assigned Department • Charge Department = the DeptID chartfield that the employee’s pay was actually charged to

7. “Assigned” Department vs Charge Department

8. Department vs Chg Deptid Assigned to DeptID 117602 Graduate Studies and charged to 110100 Mechanical Engineering

9. Employee Data • Primary Report Name • EmplID • Short Username

10. Union Job Function Jobcode Empl Class Positions Regular/Temp Full/Part Time Actual Salary Freq Paygroup Grade Jobcode Job Data Terminology

11. Jobcode Union

12. Job Function – grouping of Job Codes

13. Jobcode

14. Empl Class – Employee Classification

15. Regular/Temp

16. Full/Part Time

17. Actual Salary Frequency

18. Paygroup

19. Grade Jobcode

20. Translation Values Page

21. OBIEE Hierarchy - Department • Assigned Department • Dept Level 1 • Dept Level 2 • Dept Level 3 • Dept Level 4 Department • Charge Department • Chg Dept Level 1 • Chg Dept Level 2 • Chg Dept Level 3 • Chg Dept Level 4 Chg Dept

22. OBIEE Hierarchy - Department • Union • Job Function • Jobcode • Grade Jobcode • CFA – Unit 3 • TEN – Tenure Track • 2360 Instr Faculty AY • 3- Assistant Professor

23. Jobcode Hierarchy

24. Security HR Department Security is applied to Labor Cost Dashboard

25. Choice of Measure

26. Choice of Time

27. Choice of Time

28. Choice of Page Break

29. Labor Cost Pages • Payroll Detail – Simple report – not a lot of options • Employee Detail – Information about a single employee • Payroll Summary – Lots of options, Column Selectors, Page Prompts, Page Selectors, Time Selectors

30. Payroll Detail - Prompts

31. Payroll Detail Views – Summary by Person

32. Payroll Detail – Summary by Activity Type

33. Payroll Detail – Payroll Detail Matrix View

34. Employee Detail Default is set to a Primary Report Name Value of “Select a Name” so that the dashboard does not try to bring in ALL employees.

35. Employee Detail Page Note: the format of the Primary Report Name is Last, First MI

36. Payroll Summary Page Prompts

37. Payroll Summary Views • Payroll Summary • Payroll Summary by Activity Type • Payroll Summary by Activity Type by Accounting Period or Pay Period

38. Sample Payroll Summary Reports –By Union, by Function

39. Alpha by Fund

40. By Account

41. By Department

42. Roster by Dept by Pay Period

43. Roster by Dept by Employee

44. Demo