February POLYDATA Dashboards Labor Cost Labor Cost Pilot February 2010

2 Agenda Terminology Hierarchies Dashboards Demo

February 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: = July, = August

February Page Prompts Period vs Pay Period

February Period vs Pay Period Period “07” = January Pay Periods , , , = Jan 2010, Oct 2009, Nov 2009, Dec 2009

February Terminology Department vs Charge Department Department = Assigned Department Charge Department = the DeptID chartfield that the employee’s pay was actually charged to

February “Assigned” Department vs Charge Department

February Department vs Chg Deptid Assigned to DeptID Graduate Studies and charged to Mechanical Engineering

February Employee Data Primary Report Name EmplID Short Username

February Job Data Terminology Union Job Function Jobcode Empl Class Positions Regular/Temp Full/Part Time Actual Salary Freq Paygroup Grade Jobcode

February Jobcode Union

February Job Function – grouping of Job Codes

February Jobcode

February Empl Class – Employee Classification

February Regular/Temp

February Full/Part Time

February Actual Salary Frequency

February Paygroup

February Grade Jobcode

February Translation Values Page

February 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 OBIEE Hierarchy - Department Union Job Function Jobcode Grade Jobcode CFA – Unit 3 TEN – Tenure Track 2360 Instr Faculty AY 3- Assistant Professor

February Jobcode Hierarchy

February Security HR Department Security is applied to Labor Cost Dashboard

February Choice of Measure

February Choice of Time

February Choice of Time

February Choice of Page Break

February 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 Payroll Detail - Prompts

February Payroll Detail Views – Summary by Person

February Payroll Detail – Summary by Activity Type

February Payroll Detail – Payroll Detail Matrix View

February 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 Employee Detail Page Note: the format of the Primary Report Name is Last, First MI

February Payroll Summary Page Prompts

February Payroll Summary Views Payroll Summary Payroll Summary by Activity Type Payroll Summary by Activity Type by Accounting Period or Pay Period

February Sample Payroll Summary Reports –By Union, by Function

February Alpha by Fund

February By Account

February By Department

February Roster by Dept by Pay Period

February Roster by Dept by Employee

February