Financial Data Warehouse Update

1. Financial Data Warehouse Update August 16, 2001

2. Agenda • Table Changes • Key Dates • Your Readiness

3. Table Changes • Delete Flag • De-normalization • Table Syncs • Date Stamp

4. Key Dates • Data Model Changes Available Aug 17 Sep 14 Oct 05 • Functional Designs Posted Aug 17 • Detail Designs Posted Aug 31 • Files Available for Data Mart’s Sep 14 • Updated Reference Guide Available Sep 14 • Changes to Standard Reports Sep 14 • Presentation for Date Time Stamping • October Data Warehouse Users Group Meeting Oct 18

5. Your Readiness • Rebuild back-end personal reports by Sep 28th • Warehouse Available October 17 • Recommendation to Reconcile Data Marts

6. SAM II HR Data Warehouse Changes

7. Tables being changed:*PUD1 - FY removed *PUD2 - FY removed*PUD3 - FY removed*PEX2 - FY removed*AGYX - FY removed*SNAP_EMPLOYEE - added JOB Status code & desc

8. New Table *BKG_HOME_ADDR

9. How to report using the BKG_HOME_ADDRFOR NON-STATE business:If RELEASE_ADDR__FL = ‘Y’ then you can use the home address

10. If RELEASE_ADDR_FL = ‘N’ then check the MAIL_SAME_AS_HOMEIf MAIL_SAME_AS_HOME = ‘N’ then use the mailing address on BKG_HOME_ADDR

11. If MAIL_SAME_AS_HOME = ‘Y’ then use the SNAP_EMPLOYEE to get the PAY_LOC_CD. Read the REF_LOC to obtain the mailing address information.

12. EXAMPLES Polly Payroll - *RELEASE_ADDR_FL = ‘Y’ you are authorized to release the home address Pansy Personnel - *RELEASE_ADDR_FL = ‘N’ *MAIL_SAME_AS_HOME = ‘N’ you are authorized to release the mailing address

13. Suzie Secret - * RELEASE_ADDR_FL = ‘N’ * MAIL_SAME_AS_HOME = ‘Y’ you are authorized to release the PAY LOC mailing address

14. WHEN????? September 1, 2001 (Saturday)

15. SAMII Reports

16. MOBIUS • List of Available Reports • SAMII HR Web Site • www.state.mo.us/mo/samii • October 1, 2001 - Cut off date for printed copies. • Retention Period for HR reports • Accounting and Personnel Defining • System Admin Approval • Notify Agencies • Permanent Record Options

17. MOBIUS cont. • Mobius Charges • .28 per 1000 pages viewed • Print & Downloads considered a view and will be charged • TIPS • Using Find will charge for each page viewed • Use LOCATE and GOTO Option

20. Distribution Lists • One list for each system • SAMII-FIN - In process • SAMII-HR - Completed • Subscribe/Unsubscribe • email to majordomo@mail.state.mo.us • subject left blank • body of message enter:subscribe samii-hr unsubscribe samii-hr • SAMII Web Site • subscribe and unsubscribe options added

21. SAM II HR Agency Security Request Form

22. Data Warehouse * Addition of “Home Address Information” check box * HOME ADDRESS INFORMATION

23. MOBIUS

24. DESKTOP * Change “Employee Relations” to “Training Tracking” Training Tracking

25. Security Actions • Add - To add a new user to Data Warehouse, MOBIUS and/or Desktop, select “A” from the respective drop down menus and indicate all access the user should have. • Change - To change a user’s existing Data Warehouse, MOBIUS and/or Desktop access, select “C” from the respective drop down menus and indicate all access the user should have - or - indicate only the changes with an explanation in the comments field. • Delete - To delete a user from Data Warehouse, MOBIUS and/or Desktop, select “D” from the respective drop down menus and leave the access information blank.

26. Security Actions • NOTE: • To change a user’s name, complete only the employee information portion of the security request form noting the previous name in the comments field. • To change a user’s mainframe ID, complete two security request forms - an add form for the new ID and a delete form for the old ID. (Mainframe IDs are established in your agency’s IT shop.)

27. Where is the form? • www.state.mo.us/mo/samii/ • Scroll down to UNIVERSAL FORMS • Click on SAM II SECURITY • Double click on SAM II HR Agency Security Request to download the form (contact your IT shop if you need assistance) • Old versions of the security request form are not compatible in One Form

28. Who’s Authorized? The spreadsheet lists who in each agency is currently authorized to submit security request forms. To change update this list, a security authorization form must be completed and signed by a Department or Division Director and submitted to the SAM II Security Administrator.

29. Questions? All security requests and inquiries for SAM II HR Data Warehouse, MOBIUS and Desktop must be directed to the SAM II HR Security Administrator…... Angie Neiman Room 430, Harry S. Truman State Office Bldg. phone: 522-2487 fax: 526-5382 e-mail: NeimaA@mail.oa.state.mo.us