HR/Payroll Interactive Reporting Query Library Queries

Transcription

1 HR/Payroll Interactive Reporting Query Library Queries Employee Job History: Report output resembles legacy APPR transaction output. Includes additional parameters if Emplid not known (requires Last Name entry). Questions answered by this query o How many jobs have been held at the System campuses for a specified employee? o What are the job characteristics (rate, jobcode, job begin and end dates, etc.) of all jobs (ended and active) held at the System campuses for a specified employee? o Where can I find a report of both HRS and IADS (legacy) appt-like jobs for a specified employee? Current Classified, Unclassified and Student Jobs: Lists of currently active jobs by various selection criteria. Includes a report displaying current funding for a job. Questions answered by this query o Who are the current employees for a specified Deptid or Campus? o Who are the current employees and what are their current base rates (for a specified Jobcode)? o What are the aggregate staff counts (by Empl Class and Jobcode) for a specified Deptid or Campus? Rate and Jobcode History: This is a replacement for legacy 3270 transaction APRH. o What are the rate changes made over time for a specified employee and job? o What are the jobcode changes made over time for a specified employee and job? o Where can I find a report of both HRS and IADS (legacy) rate and jobcode (title) changes for a specified employee and appt-like job? Deptid Current Jobs Rate and Jobcode History: Provides pivot table output reflecting rate and jobcode history for active jobs for a given Deptid (output may legacy data). o What are the rate changes made over time for currently active employees for a specified Deptid or Campus? o What are the jobcode changes made over time for currently active employees for a specified Deptid or Campus? o Where can I find a report of both HRS and IADS (legacy) rate and jobcode (title) changes for currently active employees for a specified Empl Class and Deptid/Campus? Salary Equity Non Sensitive: Management reports that assist departments/divisions in making equitable salary offers to new staff and changes to existing staff salaries without sensitive data. o What are the current salaries for 9-month jobs for a specified Empl Class and Deptid? o What are the aggregated annualized salaries based upon years in jobcode? o What the salary statistics (minimum, maximum, average and median) for a specified jobcode? Query Libr queries w questions answered.docx Page 1

2 HRS Hires and Job Change Transactions: Query provides details on hires made since HRS go-live, job changes made since HRS go-live, including information on who made the change and when. o Who are the new hires, transfers and rehires made since HRS go-live for a specified Deptid? o What are all the job changes (rate, jobcode, FTE, etc.) made to jobs since HRS go-live for a specified Deptid, who entered the change and when was it made? o What are all the job changes (rate, jobcode, FTE, etc.) made to an employee s jobs since HRS go-live for a specified employee, who entered the change and when was it made? Employee Payroll and Deduction History: Returns payroll and deduction history for a given Emplid. Combines payroll and deduction history from InfoAccess and HRS to provide a complete picture. o What are all the payments and funding splits made for a given employee and calendar year (or specific pay period), including both HRS and IADS (legacy) data? o What is the deduction history for a given employee and calendar year (or specific pay period), including both HRS and IADS (legacy) data? o What is the tax payment history for a given employee and calendar year (or specific pay period), including both HRS and IADS (legacy) data? Active Jobs for a Given Date Range: Lists jobs active within a given date range and other selection criteria. Reports employee and job related data. Questions answered by this query o Who were the employees who held jobs, including both HRS and IADS (legacy), for a specified time period and Deptid/Campus? o Who were the employees who held jobs for a specified time period, and what were their base rates for a specified Jobcode? o What were the aggregate staff counts (by Empl Class and Jobcode) for a specified time period and Deptid/Campus? HRS Current and Past Jobs: Provides an Export Data page to create excel spreadsheets of job data for a given set of selection criteria. o How can I generate an extract file (spreadsheet) containing current job data for a specified Deptid/Campus? o How can I generate an extract file (spreadsheet) containing job data for both current and past HRS jobs for a specified Deptid/Campus and Jobcode? o How can I generate an extract file (spreadsheet) containing job data for both current and past HRS jobs for a specified Deptid/Campus and Empl Class? Academic Staff Years in Service: Provides reports detailing current academic staff employee jobs and their years in service. o Where can I find a report of the number of years in service of academic staff employees for a given Deptid on the UW-Madison campus? o Where can I find a report of the number of years in service of academic staff employees for a given Salary Admin Plan/Grade and Deptid on the UW-Madison campus? o Where can I find a report of the number of years in service of academic staff employees and all the qualifying jobs this group of employees held for a given Deptid on the UW-Madison campus? Query Libr queries w questions answered.docx Page 2

3 Classified Leave History by Employee: Provides leave activity information for a classified employee, combining frozen legacy leave data from InfoAccess and leave activity from HRS. o What are the total vacation and sick leave hours taken for a specified classified employee and calendar year? o Where can I find a report of all leave hours taken for a specified classified employee reporting by pay period? o Where can I find a report of all leave hours taken (by pay period) for a specified classified employee that covers multiple calendar years including both HRS and legacy (IADS)? Biweekly Payroll Edit Checksheet: Bi-weekly (hourly) payroll checksheet to be used to review pay hours prior to next confirmed payroll or to review prior confirmed payrolls. o Who are all the bi-weekly employees and how many hours were approved for payment, including leave time and funding splits, for a specified confirmed or calculated pay period (Runid)? o Where can I find all bi-weekly employees and how many hours were approved for payment for a specified confirmed or calculated pay period (Runid), with the output split between Student Help and non-student Help employees? o Who are the bi-weekly employees who do not have any hours to be paid on the upcoming (calculated) pay period (Runid)? HRS Time Approver Information: Query provides details on active employee jobs and HRS Time Approvers (including backup, non-hrs approvers and Payroll Coordinators), their approver status (Active, Term, LOA), and the employees whose time they approve. Questions answered by this query o Who are the active time approvers (backup time approvers and payroll coordinators) and the employees they approve time for for a specified Deptid/Campus? o Who are the time approvers, backup time approvers and payroll coordinators who have terminated employment, but are still assigned to approve time for a group of employees for a specified Deptid/Campus? o How can I find the time approver, backup time approver and payroll coordinator for a specified employee? Ended Classified, Unclassified and Student Jobs: Provides list of ended jobs by various selection criteria. o Who were the employees whose jobs ended, including both HRS and IADS (legacy), for a specified time period and Deptid/Campus? o Who were the employees whose jobs ended for a specified jobcode, including both HRS and IADS (legacy), for a specified time period, and what were their base rates at the time the job ended? o What were the aggregate staff counts of ended jobs (by Empl Class and Jobcode) for a specified time period and Deptid/Campus? Monthly Payroll Edit Checksheet with Funding for All Jobs: Reports generated with all jobs of an employee for a specified Deptid and Runid. Questions answered by this query o Who are all the monthly paid employees and what are their regular and other earnings for a specified confirmed or calculated pay period (Runid)? Query Libr queries w questions answered.docx Page 3

4 o Where can I find a report of all monthly paid employees, their regular and other earnings split by funding source, for a specified confirmed or calculated pay period (Runid)? o Who are the monthly employees who do not have any scheduled payments on the upcoming (calculated) pay period (Runid)? Academic Staff Time in Jobcode: Management reports for departments/divisions in reviewing current academic staff employees and their time accrued within their jobcode and department. o Who are all the academic staff employees in my department and what are their annual earnings? o Where can I find a report of all academic staff employees for a specific jobcode, their annual earnings and the length of time they have been in their jobcode? o Where can I find a report of all academic staff employees for a specific continuity code, their annual earnings and the length of time they have been in their jobcode? Career Positions for SAs and SHs: Reports of student employees who have other nonstudent type jobs that may have an effect on FICA exemption. Questions answered by this query o Who are all the student help employees in my department that hold non-student type jobs? o Who are all the graduate assistants in my division who also non-student type jobs? o Where can I find a report of all student employees who hold non-student type jobs and what is their FICA currently set at (before a payroll confirm)? Classified Leave HRS History by Dept or EmplID: Returns HRS leave activity for a given DeptID or EmplID (data is from EPM only). o Where can I find a report of all classified staff employees for my department that reflects the leave usage for a specific timeframe? o Where can I find a report for a specific classified employee that reflects his/her leave usage for the past calendar year that will help me in determining the employees FMLA? o Where can I find a report of all academic staff employees for a specific continuity code, their annual earnings and the length of time they have been in their jobcode? Employee Directory Business Address: Business addresses, addresses and phone numbers retrieved from the UW System IAA system. Questions answered by this query o Where can I find a report of all employees for my department that reflects their current business address and business phone number? o Where can I find a listing of current employees for my department with their business address? o Where can I find a document that allows me to produce labels of all current employees in my department with their name and business address? Employee Directory General: (Sensitive Query) Home, business, addresses and phone numbers retrieved from the UW System s IAA system and job data from HRS. o Where can I find a report of all employees for my department that reflects their current home address (if released)? Query Libr queries w questions answered.docx Page 4

5 o Where can I find a listing of current employees for my department with their business address? o Where can I find a document that allows me to produce labels of all current employees in my department with their name and home address? Employee Job Probation: Generates a listing of employees currently on probation for a given time period. o Where can I find a listing of all employees for my department who have less than 3 months remaining on their probationary period? o Where can I find a listing of all employees for my department who are currently serving a probationary period? o Where can I find a report which reflects the employees whose probationary end date occurred within the last calendar year? FTE Overload: Provides reports and table output for employees with total current job FTE greater than 1. o Where can I find a report of all employees for my division whose total current job FTE is greater than 1.00 (including SA jobs)? o Where can I find a report of all employees for my department whose total current non- SA job FTE is greater than 1.00? o Where can I find a document that allows me to produce a spreadsheet of all employees for my campus whose total current non-sa job FTE is greater than 1.00? HRS Absences Information: Provides HRS absence activity for Campus Absence Coordinators. Data s classified or unclassified absences that need approvals, pushed back or not submitted but saved, zero hours submitted and approved, and to monitor No Leave Taken for unclassified staff. o Where can I find a report of all employees for my division who use employee self service, had submitted absences, but did not save the submitted hours? o Where can I find a report of all classified employees for my department whose absence hours have not yet been approved? o Where can I find a report that reflects No Leave Taken for unclassified staff in my department for a specific time frame? HR Sensitive Personnel Data: (Sensitive Query) Reports contain employee, campus, addresses and phone numbers, ethnicity, gender and birth date information. Questions answered by this query o Where can I find a report that lists all current employees in my department and their birthdates? o Where can I find a report that lists all current employees in my department with their ethnicity and gender? o Where can I find a report that produces a Directory-like look for current employees in my division which also s their address? HRS EPM Control Tables: Provides data sets of some (not all) control (look up/prompt) table values for HRS-EPM. o Where can I find a listing of the action/action reasons that can be entered into HRS? o Where can I find a listing of the HRS Empl Classes and what they mean? o Where can I find a listing of the HRS payroll Earn Codes and what they mean? HRS Funding for a Fiscal Year: Provides output detailing all HRS funding for a given DeptID, EmplID, or Funding String and a given fiscal year. If DeptID is the input, it reflects Query Libr queries w questions answered.docx Page 5

6 all jobs where the funding touches this DeptID entry. Questions answered by this query o Where can I find a report of the funding strings used by employees in my department for the past fiscal year, including all funding from departments different than the job major dept? o Where can I find a report that reflects all employees in my department who used a specific funding fund code in the past fiscal year? o Where can I find a report that lists the funding used by a specific employee in my department fur the current fiscal year? Jobs on Leave: Provides details on HRS employee jobs where the Empl Status = L (leave). o Where can I find a report that provides employees who are currently on leave in a non-student help job within my department? o Where can I find a report that provides employees who are currently on leave in a non-student help or a non- V pay basis (summer service) job within my department? o Where can I find a listing of employees in my division who are currently on leave in a non-student help job, and also hold job(s) that are not on leave? LTE Monitoring by Anniversary Date: Query retrieves both EPM and IADS payroll history data. Report lists cumulative hours in a LTE s anniversary year. Questions answered by this query o Where can I find a report listing the classified LTE employees in my department and the number of hours worked in their LTE job(s) since their anniversary date? o Where can I find a report listing the classified LTE employees in my department who have worked more than 840 hours in their LTE job(s) since their anniversary date? o Where can I find a report that I can convert to an excel spreadsheet that lists the classified LTE employees in my division and the number of hours worked in their LTE job(s) since their anniversary date? Off Cycle Payroll Edit Checksheet: Query generates a report for a given Off Cycle Payroll for a given DeptID. o Who are all the bi-weekly employees and how many hours were approved for payment for a specified off-cycle confirmed or calculated pay period (Runid)? o Where can I find a report listing all monthly employees and payments for a specified confirmed or calculated off-cycle pay period (Runid)? o Where can I find a report listing both bi-weekly and monthly paid employees for specific bi-weekly and monthly off-cycle confirmed pay periods (Runids)? Salary Equity Sensitive: (Sensitive Query) Management reports that assists departments/divisions in making equitable salary offers to new staff and changes in existing staff salaries (s sensitive data). o Where can I find a report that lists the top salaries in my division by ethnicity code and gender? o What are the aggregated annualized salaries based upon years in jobcode for my division? o What the salary statistics UW-System wide (minimum, maximum, average and median) for a specified jobcode? Query Libr queries w questions answered.docx Page 6

7 Termed Employees for a Campus: (Sensitive Query) Provides reports of employees who have termed all employment for a campus for a given DeptID and timeframe, combining both HRS and pre-hrs data. o Where can I find a report that lists the employees who have terminated all employment from my campus within the past year? o Where can I find a report that lists the employees who have terminated all employment from my campus within the past year, the last job they held in my department, and the reason they terminated employment? o Where can I find a report that lists the employees within a specific jobcode who have terminated all employment from my campus within the past year, whose jobs started after the first of the year? Academic Staff Job Security (Non Sensitive): Provides reports of UW-Madison Academic Staff employees who are eligible for job security using EPM data. Questions answered by this query o Where can I find a report that lists the academic staff employees in my department who are currently eligible for job security for a specific title group code? o Where can I find a report that lists the academic staff employees in my department who were eligible for job security last month? o Where can I find a report that lists the academic staff employees in my department who are currently eligible for job security, and the job(s) they have held that qualify them for job security? Current Funding for Graduate Students: This query reports current UW-Madison graduate student jobs and the funding set up for the jobs. Questions answered by this query o Where can I find a report that lists the graduate student employees for the current term and a specific academic program code, and the funding currently set up for their graduate student job(s)? o Where can I find a report that lists whether the graduate students currently hold a graduate student job for the current term and specific academic program code(s)? o Where can I find a report that lists the diversity description of funded graduate students for the current term or past term(s) and academic program code(s)? Monitor UW Madison Grad Assistants: The purpose of this query is to identify employees who may not be compliant with the specific UW-Madison Grad School policies for Grad Assistants. o Where can I find a report that lists the graduate student Fellows and Trainees for my department and current term that are being paid more than full-time annual Research Assistants? o Where can I find a report that lists the graduate students for my division and current term who have job(s) that exceed a total of 75% FTE? o Where can I find a report that lists all graduate students for my campus and current or future term who are not in compliance with the UW-Madison Grad School policies for Grad Assistants, as well as the reason they are not in compliance? Student Assistant Enrollment Status Academic Year (and 8 Week Summer Session): UW-Madison Queries. This query can be used to determine if a student assistant is enrolled for enough credits at the graduate level to meet the student assistant appointment criteria Query Libr queries w questions answered.docx Page 7

8 o Where can I find a report that reflects the student assistant employees in my department, and the graduate level courses and credits they are currently enrolled in? o Where can I find a report that reflects the student assistant employees in my division, and the graduate level courses and credits they were enrolled in for the past semester? o Where can I find a report that reflects the student assistant employees in my department, the graduate level courses, eligible credits, dissertator status and student type for the current semester? Student Enrollment & FICA Fall/Spring (and Summer Session): UW-Madison queries. This query retrieves enrollment status and job data (including the FICA value) for active jobs with student employment titles. o Where can I find a report that will reflect student help or student assistant employees in my department and what their FICA value is set at before the next pay period is confirmed? o Where can I find a report that will reflect student help or student assistant employees in my department and their enrollment status for the current term? o Where can I find a report that will reflect both student help and student assistant employees in my department, the courses they are enrolled in, credit load, FICA value and student status for the current (or past) term? Payroll Edit and Placeholder Report: This query produces pivot output on payroll and funding data for a given DeptID(s) and pay periods which touch the DeptID. In addition to a payroll edit, additional reports reflect those jobs which may have a placeholder or funding issue. o Where can I find a report to verify funding for my division for an upcoming classified or unclassified payroll regardless if the funding is coming from my division or a different division? o Where can I find a report that will show funding placeholders for my departmental employees for the next three classified and unclassified payrolls? o Where can I find a report that will show any possible funding issues for employees for the two classified and unclassified payrolls? Unclassified Leave Usage and Balances: Provides details on HRS leave usage and balances for unclassified employees (paid monthly). o Where can I find a report to verify leave usage of the unclassified employees in my department including the day(s) the leave was reported in HRS absence management for a one month time frame? o Where can I find a report that will show leave usage and balances for a specific employee within my department for an entire fiscal year time frame? o Where can I find a report that will show the leave that was lost for unclassified employees in my division and the past fiscal year? Workstudy Award and Jobs Earning Information: Provides information on Workstudy Awards, Student Help Jobs, and related earnings for a given Award Campus, Award Year and Session. o Where can I find a report that reflects the student help employees on my campus who have a workstudy award for the current academic year, the amount of the award and the current award balance? o Where can I find a report that reflects the student help employees on my campus who have a workstudy award for the current academic year or semester, the amount of the Query Libr queries w questions answered.docx Page 8

9 award, the payments (both federal and departmental) against the award, and a running award balance by pay period? o Where can I find a report that reflects the student help employees on my campus who have a workstudy award for the current academic year and either have jobs that have not used the award or have no student help jobs at all (award balance equals the award amount)? Annual Academic Staff Promotion Review: Retrieves HRS-EPM data. According to Academic Staff Assembly Doc 345B, this query produces reports of academic staff employees who must be reviewed for possible promotion. Questions answered by this query o Where can I find a report that reflects the academic staff employees within the Category A Professional Series (Associate Title prefixes) who are eligible for promotional consideration? o Where can I find a report that reflects the academic staff employees within the Category A Professional Series (no prefix) who are eligible for promotional consideration? o Where can I find a report that reflects the academic staff employees within the Category B Professional Series (entry level and mid level) who are eligible for promotional consideration? Query Libr queries w questions answered.docx Page 9