Position Job Hierarchy Detailed Universe Guide

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Position Job HierarchyDetailed Universe Guide

• October 2005
• Last updated 10/31/2005

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Position 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
• Anyone who needs to verify which CFOAPALs their
  employees will be paid from
• Universe Description
• This universe contains
• Historical records of positions and jobs
• Which CFOAPALs job are set up to be paid from
• Position, position attribute and job information
• Employees attribute information

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Position 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
• Contract Data Status Description equal to
  Current

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Position Job Hierarchy Universe Overview

• Labor Distribution Tips and Tricks
• When looking at Position Labor Distributions, be
  sure to limit the Position L/D Fiscal Year to the
  Year you are interested in.
• When looking at Job Labor Distributions, be sure
  to limit Job L/D Data Status Description to
  Current.
• Only look at either Position L/D or Job L/D. It
  is very confusing when you put both in the same
  query.

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Review of Position and Job data concepts
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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.
• Positions are Unionized, not Jobs or employees
• 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.

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Banner HR Terminology

• Employee
• A person becomes an employee when appropriate
  forms are filled out and they have been given a
  job.
• Is identified by a UIN.
• Is comprised of Hire Date, Title, FTE, 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.

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Business Objects Sample Report
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Things to consider about your request
You need to determine if My employees signify
only those employees where I am the Home
Organization or all employees that have jobs
(Timesheet Organization) in my Organization.
When designating verify active information, you
will most likely need a condition to limit your
query to current and active records.
My employees is likely defined with a Campus
Code and a College Code (and maybe even an Org
Code or Dept Code).
I want to verify my employees active Job and Job
Detail information.
When you are looking to verify Job and Job
Detail information, you will need to be in the
Position Job Hierarchy Universe
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Consider your Conditions Org Hierachy

• 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.

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EDW HR Position Job Hierarchy Universe

• I want to verify my employees active Job and Job
  Detail information.
• Employee Name
• UIN
• Home Campus
• Home Org
• E-Class
• Position Number
• Job Suffix
• Title
• Job FTE
• Job Start and End Date
• Job Annual Salary

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Lets Log In
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Click on Create a new document using BO
We will create a new document using
BusinessObjects.
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We want to generate a standard report
Click on Begingt
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We want to use a Universe
Click on Nextgt
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Select the EDW HR Position Job Hiearchy Universe
Then Click on Finish
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EDW HR Position Job Hierarchy Universe
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HR Position Job Hierarchy Universe Example
Results Objects (what you want to see) In what Object class or folder? Object Name
Employee Name Employee Employee Name
Employee UIN Employee Employee UIN
Home Campus Employee \ Employee Detail Employee Detail Campus Code
Home Org Employee \ Employee Detail Employee Detail Org Code
Employee Class Code Employee \ Employee Detail Employee Detail E-Class Code
Position Number Position Position Number
Job Suffix Job Job Suffix
Title Job \ Job Detail Job Detail Title
Job FTE Job \ Job Detail Job Detail FTE
Job E-Class Job \ Job Detail Job Detail E-Class Code
Period of Service Start Date Job Job Begin Date
Period of Service End Date Job Job End Date
Annual Rate Job \ Job Detail Job Detail Annl Salary
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HR Position Job Hierarchy Universe Example
Condition Objects (how you limit what you see)
Employee Detail Campus Code Equal to X (1 digit Campus code)
Employee Detail College Code Equal to XX (2 digit College code)

Current Position Predefined Condition Code
Current Job Predefined Condition Code
Current Active Job Detail Predefined Condition Code
Current Employee Predefined Condition Code
USAGE NOTE Equal to implies only one value will
be conditioned upon. If you want to condition
upon 1 or more values, use in list instead
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HR Position Job Hierarchy Universe Example
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HR Position Job Hierarchy Universe Result
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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/
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Saving your Report
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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 desk.
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You need to send to Personal Documents
Give it a name and click on Save.
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Retrieving your Report
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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.
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Retrieving a Personal Document
Select the report you want then Click on Open,
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Potential Changes to Your Report
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Possible Changes to Report
Results Objects (what you want to see) In what Object class or folder? Object Name
Time Sheet Campus Job \ Job Detail Job Detail Campus Code
Time Sheet College Code Job \ Job Detail Job Detail College Code
Change Date Job \ Job Detail Job Detail History Eff Date
Condition Objects (how you limit what you see)
Job Detail Campus Code Equal to X (1 digit Campus code)
Job Detail College Code Equal to XX (2 digit College code)
USAGE NOTE You will want to make an or
condition with the Home Campus College and the
Timesheet Campus College
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Report Change Example
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Report Change Example
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Query Clearing House Reports
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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.uillinoi
  s.edu/reports/QCH

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Press on the Login Using Bluestem
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Press the Login Button
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Enter your NetID and press Enter
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Enter your Password and press Enter
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Select Human Resources
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Select Position/Jobs
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HR Position Job Hierarchy Universe Example
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!
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Thank You!
Questions? Discussion?
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Appendix 1 DS Resources Specific Contact
Information
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Resources for Data Warehouse Users

• DS Monthly Practice Labs
• Monthly, on each physical campus
• FAC from Finance, HR and Student 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

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2 Ways to Contact DS

• Create a Clarify Ticket
• Phone the AITS Help Desk
• Chicago [phone]
• Urbana [phone]
• Springfield [phone]
• Email the AITS Help Desk
• helpdesk2_at_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 Queuewell take it from there the
  appropriate person will respond.

• File an online Clarify ticket
• http//onlinesupport.uillinois.edu/ds.html

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Appendix 2 General Information
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DS Resources and Contacts General

• 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/web/Home/AboutData/Dat
  a.aspx
• How can I get access to the EDW?
• Follow the instructions at http//www.ds.uillinois
  .edu/web/Home/GetAccess/RequestProcess.aspx

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DS Resources and Contacts Standard Reports

• Want to know what standard reports are available?
• Try the Standard Report Directory at
  www.ds.uillinois.edu/Reports/Directory/Browse.aspx
  
• How can I get access to standard reports?
• Follow the instructions at http//www.ds.uillinois
  .edu/web/Home/GetAccess/StdReports.aspx

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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/web/Home/GetAccess/RequestProcess.aspx
• 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/trainingNET
• 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_at_uillinois.edu

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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/web/H
  ome/ChangesUpdates/ImplChanges/aspx
• 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/web/Home/ChangesUpdat
  es/CMAC.aspx

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DS Resources and Contacts Collaboration

• Want to see if someone has created a query you
  could develop from, or share one youve created?
• Browse and post queries in the QCH at
  https//www.ds.uillinois.edu/reports/QCH
• 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_at_uillinois.edu