POLYDATA Dashboards Labor Cost Labor Cost Pilot February 2010 February 2010
Agenda Terminology Hierarchies Dashboards Demo February 2010
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 February 2010
Page Prompts Period vs Pay Period February 2010
Period vs Pay Period Period “07” = January Pay Periods 201001, 200910, 200911, 200912 = Jan 2010, Oct 2009, Nov 2009, Dec 2009 February 2010
Terminology Department vs Charge Department Department = Assigned Department Charge Department = the DeptID chartfield that the employee’s pay was actually charged to February 2010
“Assigned” Department vs Charge Department February 2010
Department vs Chg Deptid Assigned to DeptID 117602 Graduate Studies and charged to 110100 Mechanical Engineering February 2010
Employee Data Primary Report Name EmplID Short Username February 2010
Job Data Terminology Union Regular/Temp Job Function Full/Part Time Jobcode Empl Class Positions Regular/Temp Full/Part Time Actual Salary Freq Paygroup Grade Jobcode February 2010
Jobcode Union February 2010
Job Function – grouping of Job Codes February 2010
Jobcode February 2010
Empl Class – Employee Classification February 2010
Regular/Temp February 2010
Full/Part Time February 2010
Actual Salary Frequency February 2010
Paygroup February 2010
Grade Jobcode February 2010
Translation Values Page February 2010
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 February 2010
OBIEE Hierarchy - Department Union Job Function Jobcode Grade Jobcode CFA – Unit 3 TEN – Tenure Track 2360 Instr Faculty AY 3- Assistant Professor February 2010
Jobcode Hierarchy February 2010
HR Department Security is applied to Labor Cost Dashboard February 2010
Choice of Measure February 2010
Choice of Time February 2010
Choice of Time February 2010
Choice of Page Break February 2010
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 February 2010
Payroll Detail - Prompts February 2010
Payroll Detail Views – Summary by Person February 2010
Payroll Detail – Summary by Activity Type February 2010
Payroll Detail – Payroll Detail Matrix View February 2010
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. February 2010
Note: the format of the Primary Report Name is Employee Detail Page Note: the format of the Primary Report Name is Last, First MI February 2010
Payroll Summary Page Prompts February 2010
Payroll Summary Views Payroll Summary Payroll Summary by Activity Type Payroll Summary by Activity Type by Accounting Period or Pay Period February 2010
Sample Payroll Summary Reports –By Union, by Function February 2010
Alpha by Fund February 2010
By Account February 2010
By Department February 2010
Roster by Dept by Pay Period February 2010
Roster by Dept by Employee February 2010
Demo February 2010