Monthly Budget Planner - PowerPoint

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Monthly Budget Planner - PowerPoint Powered By Docstoc
					       HR C.P.R.
(Come Practice Reporting)

Salary Planner Preparation
          May 2006
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             2
Section 1: Review of Position
   and Job data concepts



            HR CPR: Salary Planner   3
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                  4
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                  5
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.
   o 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

   o For Graduate Assistants (E-Class = GA), the Budget Profile Code only
     nulls will be pulled in.   HR CPR: Salary Planner                6
Banner HR Terminology
Salary Planner Extract
  o 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

  o 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 Planner
                             HR CPR: Salary                         7
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                 8
Business Objects Sample
        Report:



         HR CPR: Salary Planner   9
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             ‘My’ employees is likely
   employees that have jobs (‘Timesheet’                defined with a Campus
   Organization) in my Organization or all             Code and a College Code
 employees that I pay from my CFOAPs. For              (and maybe even an Org
 Salary Planner we are concerned about the                Code or Dept Code).
            Position Organization.




            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                                10
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                   11
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             12
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                13
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             14
Let‟s Log In




               HR CPR: Salary Planner   15
Click on “Create a new document using BO”




 We will create a new document
 using BusinessObjects.




                          HR CPR: Salary Planner   16
We want to generate a standard report




                           Click on Begin>
                 HR CPR: Salary Planner      17
We want to use a Universe




                              Click on Next>
                 HR CPR: Salary Planner        18
Select the EDW – HR Position and Job
Hierarchy Universe




                                          Then Click
                                           on Finish


                 HR CPR: Salary Planner         19
EDW – HR Position Job Hierarchy Universe




                 HR CPR: Salary Planner   20
HR Salary Planner Report Example:
   Results Objects (what          In what Object class or             Object Name
   you want to see)               folder?
   Position Org Detail Org        Position \ Position Org Detail      Posn Org Detl Org Code
   Code
   Position Org Title             Position \ Position Org Detail      Posn Org Title

   Position Budget Profile Code   Position                            Position Budget Profile Cd

   Position Budget Profile        Position                            Position Budget Profile Desc
   Description
   Employee Name                  Employee                            Employee Name

   Employee UIN                   Employee                            Employee UIN

   Employee Detail Org Code       Employee \ Employee Detail          Employee Detail Org Code

   Employee Detail Org Title      Employee \ Employee Detail          Employee Detail Org Title

   Employee Detail Employee       Employee \ Employee Detail          Employee Detail E-Class Code
   Class Code

   Position Number                Position                            Position Number

   Job Suffix                     Job                                 Job Suffix

   Position Title                 Position                            Position Title

                                             HR CPR: Salary Planner                                  21
HR Salary Planner Report Example:
   Results Objects (what      In what Object class or           Object Name
   you want to see)           folder?
   Job Begin Date             Job                               Job Begin Date

   Job End Date               Job                               Job End Date

   Job Detail Org Code        Job \ Job Detail                  Job Detail Org Code

   Job Detail Org Title       Job \ Job Detail                  Job Detail Org Title

   Job Detail E-Class Code    Job \ Job Detail                  Job Detail E-Class Code

   Job Detail FTE             Job \ Job Detail                  Job Detail FTE

   Job Detail Annual Salary   Job \ Job Detail                  Job Detail Annual Salary




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




                 HR CPR: Salary Planner   23
HR Salary Planner Report Example:
  Condition Objects (how you limit what you see)

  Job Detail Data Status Description                     Equal to: Current

  Job Detail Status Desc                                 Different From: Terminated

  Employee Detail E-Class Code                           In List:
  (OPTIONAL)                                             AA,AB,AG,AH,AL,AM,BA,BB,BC,BD,BG,BH,CA,DA
                                                         ,EA,GA,PA,PB,UA
  Employee Detail College Code                           Equal to: XX (Enter your 2 digit College Code)

  Job Detail College Code                                Equal to: XX (Enter your 2 digit College Code)

  Position Org Detail Fiscal Year Code                   Equal to: 200X (Enter the current Fiscal Year)



  Current Position                                       Predefined Condition Code

  Current Job                                            Predefined Condition Code

  Current Employee                                       Predefined Condition Code




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




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




                                  We want to find
                                  employees in either our
                                  Home or Timesheet
                                  College.


                 HR CPR: Salary Planner               26
HR Salary Planner Result




                    HR CPR: Salary Planner   27
HR Salary Planner Formatted Result




                    HR CPR: Salary Planner   28
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   29
Saving your Report




      HR CPR: Salary Planner   30
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                       31
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              32
You need to send to Personal Documents




                                          Give it a
                                          name and
                                          click on Save.




                 HR CPR: Salary Planner             33
Retrieving your Report




        HR CPR: Salary Planner   34
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       35
Retrieving a Personal Document



 Select the report you want
 then Click on “Open,”




                       HR CPR: Salary Planner   36
Query Clearing House
      Reports




       HR CPR: Salary Planner   37
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/L
   ogin.aspx?ReturnUrl=%2freports%2fQCH%2fQCHBro
   wser.aspx



                         HR CPR: Salary Planner            38
Accessing Query Clearinghouse
http://www.ds.uillinois.edu/default.asp




                              HR CPR: Salary Planner   39
Press on the “Login Using Bluestem”




                 HR CPR: Salary Planner   40
Press the Login Button




                  HR CPR: Salary Planner   41
Enter your NetID and press Enter




                  HR CPR: Salary Planner   42
Enter your Password and press Enter




                 HR CPR: Salary Planner   43
Select Human Resources




                HR CPR: Salary Planner   44
Select Salary Planner




                  HR CPR: Salary Planner   45
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             46
Salary Planner Universe
       Overview




        HR CPR: Salary Planner   47
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   48
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           49
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           50
„Official‟ Salary Planner
           Help




         HR CPR: Salary Planner   51
Salary Planner Help

• 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




                            HR CPR: Salary Planner          52
Salary Planner Course
      Evaluation




       HR CPR: Salary Planner   53
Custom Practice Lab Evaluation
• Please go to the web and complete the course
  evaluation form at the below URL
  – http://www.ds.uillinois.edu/training/evaluations/custom_lab.
    asp

  – The Course ID for the classes are:
     • UIUC Monday May 15 2006: 961
     • UIUC Friday May 19 2006: 1158




                          HR CPR: Salary Planner          54
Questions? Discussion?




     Thank You!
Appendix 1: DS Resources &
Specific Contact Information
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

                         HR CPR: Salary Planner        57
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

                               HR CPR: Salary Planner              58
Resources for Data Warehouse Users
 For additional documentation and information about universes, objects, tables, loading of EDW
         data, training, data models, and metadata search, please visit the DS website:
             http://www.ds.uillinois.edu/bussol/Default.aspx?page=Metadata




                                        HR CPR: Salary Planner                           59
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.

                                           HR CPR: Salary Planner                                   60
   Appendix 2:
General Information



      HR CPR: Salary Planner   61
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




                                     HR CPR: Salary Planner                           62
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




                                    HR CPR: Salary Planner                   63
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



                                   HR CPR: Salary Planner                          64
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




                                          HR CPR: Salary Planner                        65
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




                                 HR CPR: Salary Planner                66

				
DOCUMENT INFO
Description: Monthly Budget Planner document sample