Position Job Hierarchy Detailed Universe Guide

1. Position Job HierarchyDetailed Universe Guide October 2005 Last updated 10/31/2005 CFOAPALCFOAPAL

2. 2 Position 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 Anyone who needs to verify which CFOAPALs their employees will be paid from Universe Description This universe contains: Historical records of positions and jobs Which CFOAPALs job are set up to be paid from 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

3. 3 Position 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 Contract Data Status Description equal to ‘Current’ 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

4. 4 Position Job Hierarchy Universe Overview Labor Distribution Tips and Tricks When looking at Position Labor Distributions, be sure to limit the Position L/D Fiscal Year to the Year you are interested in. When looking at Job Labor Distributions, be sure to limit Job L/D Data Status Description to Current. Only look at either Position L/D or Job L/D. It is very confusing when you put both in the same query. 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

5. 5 Review of Position and Job data concepts

6. 6 Banner HR Terminology

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8. 8 Business Objects Sample Report:

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10. 10 Consider your Conditions: Org Hierachy [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?

11. 11 EDW – HR Position Job Hierarchy Universe [Review the slide] Questions? [Review the slide] Questions?

12. 12 Let’s Log In

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17. 17 EDW – HR Position Job Hierarchy Universe

18. 18 HR Position Job Hierarchy Universe Example:

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30. 30 Possible Changes to Report:

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34. 34 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/QCH

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42. Thank You!

44. 44 Resources for Data Warehouse Users DS Monthly Practice Labs Monthly, on each physical campus FAC from Finance, HR and Student 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

45. 45 2 Ways to Contact DS Create a Clarify 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.

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47. 47 DS Resources and Contacts: General 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/web/Home/AboutData/Data.aspx How can I get access to the EDW? Follow the instructions at http://www.ds.uillinois.edu/web/Home/GetAccess/RequestProcess.aspx

48. 48 DS Resources and Contacts: Standard Reports Want to know what standard reports are available? Try the Standard Report Directory at www.ds.uillinois.edu/Reports/Directory/Browse.aspx How can I get access to standard reports? Follow the instructions at http://www.ds.uillinois.edu/web/Home/GetAccess/StdReports.aspx

49. 49 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/web/Home/GetAccess/RequestProcess.aspx 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/trainingNET 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

50. 50 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/web/Home/ChangesUpdates/ImplChanges/aspx 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/web/Home/ChangesUpdates/CMAC.aspx

51. 51 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 https://www.ds.uillinois.edu/reports/QCH 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