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

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

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 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

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

4. 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

5. 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

6. 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

7. 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

8. 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

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

10. 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

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 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 HR CPR: Salary Planner

13. 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

14. 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

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

16. Click on “Create a new document using BO” We will create a new document using BusinessObjects. HR CPR: Salary Planner

17. We want to generate a standard report Click on Begin> HR CPR: Salary Planner

18. We want to use a Universe Click on Next> HR CPR: Salary Planner

19. Select the EDW – HR Position and Job Hierarchy Universe Then Click on Finish HR CPR: Salary Planner

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

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

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

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

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

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

26. HR Salary Planner Report Example: We want to find employees in either our Home or Timesheet College. HR CPR: Salary Planner

27. HR Salary Planner Result HR CPR: Salary Planner

28. HR Salary Planner Formatted Result HR CPR: Salary Planner

29. 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

30. Saving your Report 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. HR CPR: Salary Planner

32. 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

33. You need to send to Personal Documents Give it a name and click on Save. HR CPR: Salary Planner

34. Retrieving your Report HR CPR: Salary Planner

35. 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

36. Retrieving a Personal Document Select the report you want then Click on “Open,” HR CPR: Salary Planner

37. Query Clearing House Reports 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 HR CPR: Salary Planner

39. Accessing Query Clearinghouse http://www.ds.uillinois.edu/default.asp HR CPR: Salary Planner

40. Press on the “Login Using Bluestem” HR CPR: Salary Planner

41. Press the Login Button HR CPR: Salary Planner

42. Enter your NetID and press Enter HR CPR: Salary Planner

43. Enter your Password and press Enter HR CPR: Salary Planner

44. Select Human Resources HR CPR: Salary Planner

45. Select Salary Planner HR CPR: Salary Planner

46. 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

47. Salary Planner Universe Overview 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 HR CPR: Salary Planner

49. 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

50. 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