Best Practices to LeverageUltiPro BI Today

Chris Chamberlain – Manager, Benefits & HR Analysis Safelite

Safelite

• Safelite Repair, Safelite Replace

• Columbus, OH

• 10k employees in nearly 700 locations, + 850 “mobile”

• Went Live with UltiPro on 10/1/2009

• SaaS: HR/Payroll/Benefits, Recruiting, Onboarding, Performance Management, Life Events/Open Enrollment

• In 2011 we had 73,803 employee/manager transactions processed in .Net (only 23,454 Administrator transactions)

• Ultipro elevated our reporting to true Business Intelligence

2

Next Level Reporting

3

UltiPro Business Intelligence

4

UltiPro Business Intelligence

5

How Do I Get “There”?

• Map it out

• Use the Administrator package

• Use Query Explorer

• Take control of your data

• Make it simple

• Don’t be afraid of SQL

6

Draw Your Map

• Plan it like a project

• Draw a picture

• Write down ALL the fields

• How many different calculations

7

Query2

Field From Show? Calculation Expression Filter Group Sort JoinEmpNo EmpPers X XLast,FirstName EmpPers X XStatus EmpComp <>'T'Employee Type EmpComp X REG='1','2'JobCode+Title EmpComp X Concat Cd || Title XCount Query2 X Count in Job

CoID EmpComp XEEID EmpComp X

How Do I Get “There”?

• Map it out

• Use the Administrator package

• Use Query Explorer

• Take control of your data

• Make it simple

• Don’t be afraid of SQL

8

• Don’t be afraid of “admin”

• More data = More data

• Never have missing-field regret

• Moving target

9

Annual Review Analysis - as of: Feb 20, 2012

Year: 2012

DISTRIBUTION

Team Summary

Overall Performance Rating Team Summary Target Count

1 - Greatly Exceeds Expectations 2% 3% 2

2 - Exceeds Expectations 33% 16% 36

3 - Meets Expectations 59% 70% 65

4 - Does Not Meet Expectations 4% 10% 4

5 - Needs Immediate Improvement 0% 1% 0

Not Rated 3% 0% 3

110Summary

0

10

20

30

40

50

60

70

80

1 2 3 4 5

ScoreD

istr

ibu

tion

Ratings Percent

Targeted Percent

Administrator Package

How Do I Get “There”?

• Map it out

• Use the Administrator package

• Use Query Explorer

• Take control of your data

• Make it simple

• Don’t be afraid of SQL

10

Query Explorer?

• Page View is for the final product

• Lets you focus on the data

• Multiple queries

11

How Do I Get “There”?

• Map it out

• Use the Administrator package

• Use Query Explorer

• Take control of your data

• Make it simple

• Don’t be afraid of SQL

12

Take Control of Your Data

• Check your properties

• Clear the slate

• Create your own aggregations (FOR)

13

Count ( [Employee Number] FOR [OrgLvl1] )

Average ( [Hourly Rt] FOR [JobCode] )

How Do I Get “There”?

• Map it out

• Use the Administrator package

• Use Query Explorer

• Take control of your data

• Make it simple

• Don’t be afraid of SQL

14

Make it Simple

• Don’t overcomplicate things

• Segment your data

• Make it easy for error checking

15

Effective-Date Headcount• Query1

– Maxdate: maximum([Business Layer].[Employee Job History].[Effective Date] for [Business Layer].[Employee Job History].[EjhEEID])

• [Business Layer].[Employee Job History].[Effective Date] <=?EffDate?

• cast([Effective Date],date)=cast([MaxDate],date) After Aggregation

• Query2– MaxCDateTime: maximum([Query1].[EjhDateTimeCreated] for [Query1].

[EjhEEID])

• cast([Query1].[EjhDateTimeCreated],time)=cast ([MaxCDateTime],time) After Aggregation

• Query3• [Employee Status Code]<>'T'

16

How Do I Get “There”?

• Map it out

• Use the Administrator package

• Use Query Explorer

• Take control of your data

• Make it simple

• Don’t be afraid of SQL

17

Don’t be Afraid of SQL

• Use SQL to pull the data that’s not in the package– select * from empcomp

• Company comparisons

• Joining databases

18

Expressions for the Next Level

19

• Days+/- _Add_Days

• MakeDate Cast([FIELD],date)

• Trim Trim([FIELD])

• Null [Field] is missing

• Case When Case when “x”=“y” then “z” else “q” end

• FOR ‘agg’([FIELD] for X)

• Substring substring([FIELD],’start’, ’length’)

#sq($account.defaultName)#

_add_days(current_date,-7)

Cast([Eff Date], date) = Cast([DateTimeCreated], date)

Trim([EmpNo]) = Trim([Query1].[Empno])

[Local Union Code] is missing OR [Local Union Code]<>’101’

CaseWhen [JobCode]=‘1234’ then ‘100’When [JobCode] starts with ‘4’ then ‘200’Else ‘300’End

Count (distinct [EmpNo] for [Job])

Substring([JobCode],3,2)=’11’

#sq($account.personalInfo.userName)# OR

Best Resources for ReportStudio

• BI Exchange

• LinkedIn - Ultipro Business Intelligence Group

• COGNOISe.com

• CogKnowHow.com

• CognosForums.com

• TechontheNet.com

• DashboardInsight.com (for inspiration)

20

• Entity Relationship Diagrams (ERD) – Doc Website, under Ultipro Reference

• Database Layout file: http://documentation.ultimatesoftware.com/documentationonlineguides/cognosspreadsheets/foldercontents.xls (or search Doc WebSite for foldercontents.xls)

BI Exchange – My Examples

21

• Benefit Election Comparison

• EEO (Dated Headcount, Hires, Job Change, Promotions, Terminations)

• Effective-Date Employee List

• Employees between dates w/variable filters

Chris Chamberlain

Christopher.chamberl@safelite.com

• GL Rules

• Job changes by daterange

• New Supervisors

• Total Compensation Statement w Burst

• Turnover – Basic w/Org Level Grouping Prompt

22