UC Any and All Regular Payroll History

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1 Finance Systems HCM Data Mart User-guide UC Any and All Regular Payroll History Purpose The purpose of the UC Any and All Dashboard, is to provide a complete in-depth view of an employee s overall job profile, including history, personal data, and compensation. 1

2 ACCESSING THE UC ANY AND ALL REPORT 1 Navigate to the following website and then Login with your NetID and password. (You will first need to request access to the HR/Payroll Data Mart which can be done via: ess.uconn.edu.) Once on the Home page, select the Dashboards drop down menu. 2 From there, select the UC Any and All link to launch the Regular Payroll History Report. UTILIZING THE UC ANY AND ALL REPORT 3 Once the dashboard is open, you will notice several filters that are available to define your search: Data on one specific employee Data on multiple employees Data on employees that are organized by specific codes Note: Once the dashboard is opened, ALL UCONN EMPLOYEES visible are those at the level of the University structure that is appropriate based on your assigned security. 2

You have the ability to enter criteria directly into the filters, or use the search function. 4 To use the search function, select the drop down arrow to open the menu.

3 You have the ability to enter criteria directly into the filters, or use the search function. 4 To use the search function, select the drop down arrow to open the menu. Once the menu is opened, you can select More/Search to open a search window. Note: This function is the same on all drop down menus in the filters. Within the search Select Values window, you can: enter specific data and search and/or highlight data already populated from the current list. To do this, enter the Value in the field next to the Starts field. ( Starts refers to what the value Starts with.) 5 Next, select the > arrow to move the selected items to the selected column on the right or you can simply double click on them to move them. Then select OK. Note: By default, the search term is set to starts, and must match the case. You may need to change the Name to Contains, Ends or is like depending on what you are looking for. When entering your search criteria, be sure to either check or uncheck the Match Case selection. 3

Some filters will autopopulate the contents of other filters. 6 For example: By entering Employee Numbers, the Employee Name filter will autogenerate the associated names.

You can also clear your specified filters by selecting the Reset button. The analysis will be presented at the bottom of the screen.

4 Some filters will autopopulate the contents of other filters. 6 For example: By entering Employee Numbers, the Employee Name filter will autogenerate the associated names. Note: Filters are context driven, based on the selection in a previous filter. Once you have entered the values you need in the filters, select Apply to run your analysis. You can also clear your specified filters by selecting the Reset button. The analysis will be presented at the bottom of the screen. Note: YOU DO NOT need to fill in each filter in order to run your analysis. If your analysis contains more lines of data than displayed, scroll down to the bottom of the display and then scroll to the center until you see pagination icons. From here you can choose to see more lines of data. Also, you can sort your data either ascending or descending by selecting the column s title. 4

5 UNDERSTANDING CERTAIN FILTERS Assignment Number This column represents an employees' unique job number. Each unique job (sometimes tied to a unique position) will have a unique assignment number. Assignment numbers can be for concurrent jobs, or for jobs that occured at different times, over the employees' lifecylce of employment in the State of CT. The numbers have no significant meaning. They simply track a unique job of an employee. Assignment Status Code Status indicates whether the employee is A: Active, D: Deceased/Terminated, L: Leave without pay, P: Paid Leave, or T: Terminated UC Job Event Reason Name UC Job Code and Desc UC Job Department Number and Name UC EG Rank Code and Desc RS Position Number Description given that is associated with a particular job event such as the following: Data change Death Dual employment Leave Paid Promotion Rehire and over 50 more descriptions. UC Job Code and Descriptions are the Equal Employment Job Group Descriptions that classifies jobs into different types of job groups related to (but not equivalent to) the EEO6 Descriptions. This field is needed specifically for State and Federal Affirmative Action and/or Diversity Reporting. All UConn department numbers will begin with: UOC0. Followed by a four digit numerical value. Indicates the Academic (Faculty) Rank specific to Teaching Job Titles. Unique Position Number assigned in Recruiting Solutions for a specific position at the University 5

After running an initial analysis you can print the analysis or save

dashboard and choose: o o Print, or Save Current Customizations Note:

ADDITIONAL ANALYSIS OPTIONS 8 To EXPORT your analysis, scroll to the

6 After running an initial analysis you can print the analysis or save your filters: Select the gear icon in the upper right corner of the dashboard and choose: o o Print, or Save Current Customizations Note: Saved filters will be placed within your Catalog. ADDITIONAL ANALYSIS OPTIONS 8 To EXPORT your analysis, scroll to the bottom center of your screen. From here, select Export and choose the format you wish to use. 6

7 TIPS AND TRICKS - SUMMARY 3 4 When opening the dashboard, I see a list of employees that do not report to me. When I select the drop down menu in a filter, how can narrow down what I m looking for? ALL UCONN EMPLOYEES visible are those at the level of the University structure that is appropriate based on your assigned security. If other employees are listed that do not report to you, you should submit this to IT: serviceit.uconn.edu. Use the search function by selecting the drop down and then choosing More/Search to open a search window. This function is the same on all drop down menus in the filters. 5 8 When I search data, I can not find what I am looking for and nothing is coming up. Do I need to fill in each filter to pull my analysis? I am missing lines of data from my analysis on the screen. Can I sort the data? Is there a way to save the filters so that I do not have to enter them each time? By default, the search term is set to starts, which refers to what the value starts with and it must match the case (which is checked off). You may need to change the Name menu to Contains, Ends or is like depending on what you are looking for. When entering your search criteria, be sure to either check or uncheck the Match Case selection. YOU DO NOT need to fill in each filter in order to run your analysis. If your analysis contains more than 100 lines of data, scroll down to the bottom of the display and then scroll to the center until you see pagination icons. From here you can choose to see more lines of data. You can sort your data either ascending or descending by selecting the column s title. Yes. Select the gear icon in the upper right corner of the dashboard and go to Save Current Customizations. This will save them, and place it within your Catalog.

8 TROUBLESHOOTING When I run an analysis on all of my employees, only one employee appears in the results. I am not sure what some of these filter names are. When I download my report in Excel, it removes all the leading zeroes. When I click Enter on the keyboard, nothing happens on screen. Although the filters show all the employees based on your security, this dashboard is for analysis of regular payroll employees. If employees are missing from your results, they may be on special payroll. You can access the Data Dictionary located within OBIEE which defines all the filter names present in the report. Within Excel, you can add back the zeroes by inserting another column and entering the following: =text(a1, ) (where A1 is the location of an employee number for example) Be sure to use the Apply button in order to see your results. 8

Table of Contents. Enhanced Reporting: Human Resources Dashboard. Document ID: OBI_v12. Date Modified: 06/26/2017

Table of Contents. Enhanced Reporting: Human Resources Dashboard. Document ID: OBI_v12. Date Modified: 06/26/2017 Title: Enhanced Reporting: Human Resources Dashboard Date Modified: 06/26/2017 Purpose: The Human Resources Dashboard provides enhanced reporting capabilities for Human Resources and Payroll data. For