february 20101 polydata dashboards labor cost labor cost pilot february 2010
TRANSCRIPT
1February 2010
POLYDATA DashboardsLabor Cost
Labor Cost Pilot February 2010
2February 2010
Agenda
Terminology Hierarchies Dashboards Demo
3February 2010
Terminology Period vs Pay Period
Accounting “Period” – the month the transactions were posted to the PeopleSoft Financial System
Format: 01 = July, 02 = August, 03 = September
Defined the same on the Finance Dashboards Pay Period – The month the employee
was actually paid for – the work was incurred
Format: 201007 = July, 201008 = August
4February 2010
Page Prompts Period vs Pay Period
5February 2010
Period vs Pay PeriodPeriod “07” = January
Pay Periods201001, 200910, 200911, 200912
= Jan 2010, Oct
2009, Nov 2009, Dec 2009
6February 2010
Terminology
Department vs Charge Department Department = Assigned Department Charge Department = the DeptID
chartfield that the employee’s pay was actually charged to
7February 2010
“Assigned” Department vs Charge Department
8February 2010
Department vs Chg Deptid
Assigned to DeptID 117602 Graduate
Studies and charged to 110100 Mechanical
Engineering
9February 2010
Employee Data Primary Report
Name
EmplID
Short Username
10February 2010
Job Data Terminology
Union Job Function Jobcode Empl Class Positions
Regular/Temp Full/Part Time Actual Salary
Freq Paygroup Grade Jobcode
11February 2010
Jobcode Union
12February 2010
Job Function – grouping of Job Codes
13February 2010
Jobcode
14February 2010
Empl Class – Employee Classification
15February 2010
Regular/Temp
16February 2010
Full/Part Time
17February 2010
Actual Salary Frequency
18February 2010
Paygroup
19February 2010
Grade Jobcode
20February 2010
Translation Values Page
21February 2010
OBIEE Hierarchy - Department Assigned Department
Dept Level 1 Dept Level 2
Dept Level 3 Dept Level 4
Department Charge Department
Chg Dept Level 1 Chg Dept Level 2
Chg Dept Level 3 Chg Dept Level 4 Chg Dept
22February 2010
OBIEE Hierarchy - Department
Union Job Function
Jobcode Grade Jobcode
CFA – Unit 3 TEN – Tenure Track
2360 Instr Faculty AY 3- Assistant Professor
23February 2010
Jobcode Hierarchy
24February 2010
Security
HR Department Security is
applied to Labor Cost Dashboard
25February 2010
Choice of Measure
26February 2010
Choice of Time
27February 2010
Choice of Time
28February 2010
Choice of Page Break
29February 2010
Labor Cost Pages
Payroll Detail – Simple report – not a lot of options
Employee Detail – Information about a single employee
Payroll Summary – Lots of options, Column Selectors, Page Prompts, Page Selectors, Time Selectors
30February 2010
Payroll Detail - Prompts
31February 2010
Payroll Detail Views – Summary by Person
32February 2010
Payroll Detail – Summary by Activity Type
33February 2010
Payroll Detail – Payroll Detail Matrix View
34February 2010
Employee Detail Default is set to a Primary Report Name
Value of “Select a Name” so that the dashboard does not try to bring in
ALL employees.
35February 2010
Employee Detail PageNote: the
format of the Primary
Report Name is
Last, First MI
36February 2010
Payroll Summary Page Prompts
37February 2010
Payroll Summary Views
Payroll Summary Payroll Summary by Activity Type Payroll Summary by Activity Type
by Accounting Period or Pay Period
38February 2010
Sample Payroll Summary Reports –By Union, by Function
39February 2010
Alpha by Fund
40February 2010
By Account
41February 2010
By Department
42February 2010
Roster by Dept by Pay Period
43February 2010
Roster by Dept by Employee
44February 2010
Demo