1. UNC HR DATA MART UNC Financial Systems Conference– 4/16/2012

2. Presenters  Ann Lemmon – UNCGA - Associate Vice President for Human Resources  Steven Hopper – UNCGA – Director of Online Services

3. Background  SPA reporting requirement to Office of State Personnel (OSP)  Campus data entry to PMIS (14 of 16)  Transaction level  Duplicate entry (Banner + PMIS)  Labor intensive  Not as accurate as data in Banner

4. Motivation  PMIS to Beacon for central payroll  UNC did not participate  UNC FIT / Shared service center  No payroll = No need for transactions  Still must satisfy reporting requirements to OSP  Solution: Create a UNC Data Mart  “Snapshot” instead of transactions  Automatically fed from Banner  Goal:  More accurate data (more effective)  Eliminate duplicate entry (more efficient)

5. Data Elements - Summary Employees Campus ID SSN Name (first, last, middle, suffix) Date of birth Effective date Employee type Employee status Ethnicity/Race Gender Citizenships status Educational attainment level Veteran status Disability status FTE Appointment type Faculty tenure status Academic rank Base Salary & modified date Competency level Performance rating Separation status & date Initial hire date State service date Retirement program Positions Position number Working title Position Type Appointment type Faculty vs. Non Faculty Effective date Established date Reclassification date Status Career banding schematic code Competency level Budgeted base salary FTE County of job Wage-hour status Manager/Supervisor Occupational Activity JCAT CUPA Jobs Campus ID Position number FTE Is primary appointment Budgets Position number Effective date FTE Budgeted base salary Funding source NCAS company code NCAS budget code NCAS fund code NCAS account number State funding type

6. Web Services Architecture  Exam Proctoring System  Collaboration with ECU  Centrally hosted web application to facilitate proctoring for online exams  Designed for all campuses  Problem: When faculty logs in, we needed to know the courses they were teaching.  Same for student and the courses they were taking  Solution: Direct integration back to campuses Banner with secure web services environment

7. Demo  Login – Use your campus credentials!  Invoke data feed  Show processing log and error report  Show interface for browsing the 4 views  Data Dictionary  Adhoc Reports

8. Submission Protocol

9. Timeline  Phase 1  SPA Permanent / Time Limited All campuses on 10/2011  EPA Permanent / Time Limited All but NCSU by 4/2012  Phase 2 during Fall 2012  Reconciliation with PDF  Add non-permanent employees  Add additional data elements  Special reports  More sophisticated access control