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Oracle® Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service 11.1.1.8.1

Human Resources – Payroll Subject Area

July 2014

July 2014 Oracle Transactional Business Intelligence Enterprise Page | 2

Contents Human Resources – Payroll Subject Area ..................................................................................................... 3

Description ................................................................................................................................................ 3

This subject area can be used to answer business questions such as: ..................................................... 3

The following job roles are used to secure access to this subject area: ................................................... 3

The following BI duty roles are used to secure access to this subject area: ............................................ 3

BI Product Offering ................................................................................................................................... 3

BI Product Release .................................................................................................................................... 3

Dimensions ................................................................................................................................................ 4

Facts .......................................................................................................................................................... 7


Human Resources – Payroll Subject Area

Description Payroll provides complete information on various earnings, deductions, taxes, and special balances for the employees from pay run results. The payroll balances store granular pay run result balances as well as configurable aggregated summary measures. This enables you to better analyze aggregated payroll, compensation or benefits costs e.g. total overtime, total net pay, total employer-paid healthcare cost, total employer taxes etc. as well as drill to detailed payroll element balances.

This subject area can be used to answer business questions such as: • What are the total amounts for key payroll metrics like gross pay, taxes, overtime, deductions, and

net pay? • How are payroll earnings distributed by balance category (regular, holiday, overtime, commissions,

bonus, etc).? • What are the major employer and employee deductions? • How do earnings and deductions compare year-over-year for the same months? • How are payroll costs trending? How do they compare to last year? • Where do we have high overtime spend? What locations, jobs, or departments have the highest

overtime spending?

The following job roles are used to secure access to this subject area: • Payroll Manager • Human Resources VP

The following BI duty roles are used to secure access to this subject area: • Payroll Analysis Fusion BI Duty

BI Product Offering Oracle® Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service

BI Product Release Release 8


Dimensions Dimension Folder Name

Sub-folder Name

Description Special Considerations

Fusion Navigation

Time Gregorian

Calendar A folder containing time dimensional attributes, e.g. Year, Quarter, Month, Day and a Time hierarchy.

Enterprise Calendar

Hierarchies A folder that organizes the major hierarchies available for inclusion in analyses.

Supervisor Hierarchy

The hierarchy of supervisors within the organization. Use this hierarchy for management chain reporting and analysis. Level16 is considered the top level of the hierarchy.

When including the supervisor hierarchy in reports, the data will be secured to display only data within the current user’s supervisory chain. The user will be able to see aggregated data for all managers and employees that report to them. When using the hierarchy attribute columns (labeled Supervisor Hierarchy Level #), you must filter the analysis by Hierarchy Name and Hierarchy Version to ensure accurate results.

Position Hierarchy

The hierarchy of positions within the organization. Level16 is considered the top level of the hierarchy.

When using the hierarchy attribute columns (labeled Department Hierarchy Level #), you must filter the analysis by Hierarchy Name and Hierarchy Version to ensure accurate results.

Navigator -> Workforce Management -> Workforce Structures -> Tasks -> Positions -> Manage Position Trees

Department Hierarchy

The hierarchy of departments within the organization. Use this hierarchy for organization structure reporting and analysis. Level 14 is considered the top level of

When using the hierarchy attribute columns (labeled Department Hierarchy Level #), you must filter the analysis by

Navigator -> Workforce Management -> Workforce Structures -> Tasks -> Department -> Manage Department Trees


the hierarchy. Hierarchy Name and Hierarchy Version to ensure accurate results.

Bands Contains folders that segment key dimensions into bands for simplified analysis.

Age Band A folder containing information about a worker's age band.

Not applicable (derived information)

Performance Band

A folder containing the normalized performance band attributes including performance bands and band ranges.

Navigator -> Workforce Management -> Person Management -> Tasks -> Career -> Manager Talent Profile

Length of Service Band

A folder containing Length of Service Band dimension attributes including bands and band range.

Not applicable (derived information)

Worker Dimensions

A folder containing attributes about workers' personal information, assignment, diversity, citizenship, location, position, job and pay grade

Basic Information

A folder containing workers' basic information including identification number, names, and assignment types.

Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Person; Manage Employment; Manage Work Relationship

Personal Information

A folder containing workers' personal information such as marital status, birth date and birth country.

Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Person

Employment Information

A folder containing workers' employment information including hire, service dates, contract start/end dates, and performance rating

Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment; Manage Work Relationship

Diversity A folder containing worker's diversity information including ethnicity, gender, religion and disability


Citizenship A folder containing workers' citizenship information.


Education A folder containing information on workers' highest education level.

Navigator -> Workforce Management -> Person Management -> Tasks ->


Personal and Employment -> Manage Person

Employment A folder containing information on workers’ employment attributes.

Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment; Manage Work Relationship

Job A folder containing job dimension attributes including job, job family, job function, and EEO job category for US regulatory reporting

Navigator -> Workforce Management -> Person Management -> Tasks -> Personal and Employment -> Manage Employment

Pay Grade A folder containing pay grade attributes including pay grade range in both local and reporting currency.

Navigator -> Workforce Management -> Workforce Structures -> Tasks -> Grades -> Manage Grades

Position A folder containing information about HR position attributes including position hiring status, full-time status, hourly or salary, and security clearance.


Department A folder containing attributes for the department to which the employee is assigned.


Supervisor A folder containing Supervisor attributes.


Location A folder containing work location address attributes.


HR Business Unit

A folder containing HR Business Unit dimension attributes.


Payroll Dimensions

A folder containing all payroll-related dimensional attributes including pay run, balance attributes, and earning period.

Balance mappings can normalize multiple balance names from the source payroll system into a single balance name in OTBI-E.

Payroll Statutory Unit

A folder containing Payroll Statutory Unit attributes.

Navigator -> Payroll -> Administration

Payroll Details A folder containing information about a payroll

Use the Payroll Name to view or



Facts Fact Folder Name


Facts - Human Resources - Payroll

A folder containing all payroll metrics including payroll details and earning and deduction balances for YTD, QTD, and MTD.

Sub-folder Name


Payroll Balance Detail Facts

A folder containing base payroll balance details in both local and reporting currency.

Use this folder to report on payroll balance information at a detailed level, or by filtering the data. Where calculations will use specific payroll balances (e.g., Overtime Hours, Vacation Pay) use the facts contained in the Payroll Earning Balance Facts and Payroll Deduction Balance Facts folders to simplify report definition.

such as payroll name, legislation data group and source legislation.

filter analyses to a specific payroll definition.

Payroll Balance Attributes

A folder containing payroll balance attributes including balance name, balance category, deduction type, and remuneration flag.

Navigator -> Payroll -> Administration -> Manage Balance Definitions

Payroll Balance Mapping

A folder containing payroll balance mapping information such as balance multiplier, summary measures.

Navigator -> Payroll -> Administration -> Manage Balance Definitions

Payroll Run Type

A folder containing information about a pay run.


Payroll Earning Period

A folder containing information about earning periods including payroll name, earning periods, and earning begin and end date.

Use the Earning Period Start and End dates to display or limit results to specific payroll runs.


Payroll Statutory Period

A folder containing information about payroll statutory period including payroll name, statutory periods and statutory period begin and end dates.


Currency A folder containing Currency attributes including transactional currency code and BI common currency code used for currency conversion.


Metric/Measure Description/Meaning Calculation – where applicable Balance Level Payroll Balance Level relates to the 3-tier

employment model – whether the balance is for the assignment, employment terms, or payroll relationship.

Balance Amount Total amount required to pay workers during a week, month or other period.

Balance Amount (Local Currency)

Amount of a Payroll Balance in Local Currency.

Sub-folder Name


Payroll Earning Balance Facts

A folder containing payroll earning balances from a payroll run including both local and reporting currency.

Metric/Measure Description/Meaning Calculation – where applicable Regular Pay Regular rate of pay paid to an employee during a

pay period.

Regular Pay (Local Currency)

Regular rate of pay paid to an employee in Local Currency.

Regular Hours Number of hours paid to an employee for work identified as part of their normal work schedule.

Overtime Pay Amount of overtime paid to each employee in a pay period.

Overtime Pay (Local Currency)

Amount of Overtime paid to an employee in Local Currency.

Overtime Hours Number of hours that an employee works beyond scheduled normal working hours.

Holiday Pay Amount paid for public holiday and vacation taken.

Holiday Pay (Local Currency)

Amount paid for public holiday and vacation taken in Local Currency.

Holiday Hours Number of public holiday and vacation hours paid in a payroll period.

Commission Pay Sum of payroll balances mapped to the summary measure "Commission Pay".

Commission Pay (Local Currency)

Total Commission Pay in Local Currency.

Bonus Pay Sum of all payroll balances mapped to the summary measure "Bonus Pay".

Bonus Pay (Local Currency)

Total Bonus Pay in Local Currency.

Other Pay Other income not covered by other balance measures. It is configurable which balances are mapped to "Other Pay".

Other Pay (Local Currency)

Other Pay in Local Currency.

Variable Pay Variable portion of an employee's compensation that is tied to his/her job performance, e.g. bonus, sales commissions.

Variable Pay (Local Currency)

Variable portion of an employee's compensation in Local Currency.

Gross Pay Amount of an employee's regular remuneration including allowances, overtime pay,


commissions, and bonuses, etc., before any deductions are made.

Gross Pay (Local Currency)

Gross Pay in Local Currency.

Net Pay Employee's pay after deductions and withholding.

Net Pay (Local Currency)

Employee's pay after deductions and withholding in Local Currency.

Taxable Benefits Employer-provided cash or non-cash benefits that enter into the determination of an employee's taxable wages.

Taxable Benefits (Local Currency)

Taxable Benefits in Local Currency.

Total Earnings Employee Total Earnings. Total Earnings (Local Currency)

Employee Total Earnings in Local Currency.

Base Pay Base Pay includes all elements that are part of the employee's base compensation but not part of bonus or variable pay.

Base Pay (Local Currency)

Base Pay in Local Currency.

Average Base Pay Base Pay includes all elements that are part of the employee's base compensation but not part of bonus or variable pay.

Average Base Pay (Local Currency)

Base Pay in Local Currency.

Average Variable Pay Average variable pay per worker included in the payroll run.

Total Variable Pay/ Payroll Headcount

Average Variable Pay (Local Currency)

Average variable pay per worker included in the payroll run in local currency.

Total Variable Pay/ Payroll Headcount (in Local Currency)

Average Bonus Pay Average bonus pay per worker included in the payroll run.

Total Bonus Pay/ Payroll Headcount

Average Bonus Pay (Local Currency)

Average bonus pay per worker included in the payroll run in local currency.

Total Bonus Pay/ Payroll Headcount (in Local Currency)

Average Gross Pay Average gross pay per worker included in the payroll run.

Total Gross Pay/ Payroll Headcount

Average Gross Pay (Local Currency)

Average gross pay per worker included in the payroll run in local currency.

Total Gross Pay/ Payroll Headcount (in Local Currency)

Overtime Percentage Percentage of total hours paid that are overtime.

Overtime hours / total hours

Vacation Hours Vacation Hours. Vacation Pay Vacation Pay. Sick Hours Sick Hours. Sick Pay Sick Pay.

Sub-folder Name


Payroll Deduction Balance Facts

A folder containing payroll deduction balances from a payroll run including both local and reporting currency.

Metric/Measure Description/Meaning Calculation – where applicable Voluntary Deductions Deductions that an employee voluntarily

chooses to have withheld from his/her payroll.


Voluntary deductions can be either before tax or after tax.

Voluntary Deductions (Local Currency)

Deductions that an employee voluntarily chooses to have withheld from his/her payroll in Local Currency. Voluntary deductions can be either before tax or after tax.

Involuntary Deductions

Involuntary deductions are those which neither the employer nor the employee has control. The employer is required by law to deduct a certain amount of the employee's pay and send (remit) it to a person or government agency to satisfy the employee's debt.

Involuntary Deductions (Local Currency)

Total Involuntary Deductions in Local Currency.

Pre-Tax Deductions Deductions to an employee's gross wages that reduce taxable wages for an employee.

Pre-Tax Deductions (Local Currency)

Deductions to an employee's gross wages in Local Currency that reduce taxable wages for an employee.

Post-Tax Deductions Payments that are deducted from an employee's after-tax income for certain employer-sponsored benefits.

Post-Tax Deductions (Local Currency)

Payments that are deducted from an employee's after-tax income for certain employer-sponsored benefits in Local Currency.

Pension Employee Contributions

Employee Contributions to Social Security or Retirement Pension Funds.

Pension Employee Contributions (Local Currency)

Employee Contributions to Social Security or Retirement Pension Funds in Local Currency.

Pension Employer Contributions

Employer Contributions to Social Security or Pension Funds.

Pension Employer Contributions (Local Currency)

Employer Contributions to Social Security or Pension Funds in Local Currency.

Healthcare Employer Contributions

Total employer cost relating to healthcare contributions. It is configurable which payroll balances are included in "Healthcare Employer Contributions".

Healthcare Employer Contributions (Local Currency)

Total Employer Cost Relating to Healthcare Contributions in Local Currency.

Benefits Total Employee Cost

Total cost of indirect and non-cash compensation paid to an employee.

Benefits Total Employee Cost (Local Currency)

Total cost of indirect and non-cash compensation paid to an employee in Local Currency.

Benefits Total Employer Cost

Total Employer cost of providing Benefits.

Benefits Total Employer Cost (Local Currency)

Total Employer cost of providing Benefits in Local Currency.

Social Insurance Cost Employee

Social Insurance Taxes Paid by Employee; In US, this is Social Security Tax.

Social Insurance Cost Employee (Local Currency)

Social Insurance Taxes Paid by Employee in Local Currency; this is Social Security Tax.


Social Insurance Cost Employer

Social Insurance Taxes Paid by Employer; this is Social Security Tax.

Social Insurance Cost Employer (Local Currency)

Social Insurance Taxes Paid by Employer in Local Currency; this is Social Security Tax.

Total Taxes Employee Total Taxes Paid by Employee. Total Taxes Employee (Local Currency)

Total Taxes Paid by Employee in Local Currency.

Total Taxes Employer Total Taxes Paid by Employer. Total Taxes Employer (Local Currency)

Total Taxes Paid by Employer in Local Currency.

Total Deductions Total amounts withheld from an employee's paycheck including taxes and pre- or after-tax deductions.

Total Deductions (Local Currency)

Total deductions in Local Currency.

Sub-folder Name


Other Payroll Facts

A folder containing payroll metrics that are not related to earnings and deductions, e.g. payroll headcount.

The metrics in this folder will aggregate based on the attributes included in the analysis (e.g., time, payroll name).

Metric/Measure Description/Meaning Calculation – where applicable # of Employees Paid Number of employees paid. # of Employees Paid YAGO

Number of employee paid Year Ago.

# of Employees Paid YTD

Number of employee paid Year To Date.

# of Employees Paid QTD

Number of employee paid Quarter To Date.

# of Employees Paid MTD

Number of employee paid Month To Date.

Sub-folder Name


Payroll Earning Balance YTD Facts

A folder containing payroll earning year-to-date balances.

Metric/Measure Description/Meaning Calculation – where applicable Base Pay YTD Base Pay YTD: Base Pay Year to Date. Regular Pay YTD Regular Pay Year to Date. Regular Hours YTD Regular Hours Year to Date. Overtime Pay YTD Overtime Pay Year to Date. Overtime Hours YTD Overtime Hours Year to Date. Holiday Pay YTD Holiday Pay Year to Date. Holiday Hours YTD Holiday Hours Year to Date. Commission Pay YTD Commission Pay Year to Date. Bonus Pay YTD Bonus Pay Year to Date. Other Pay YTD Other Pay Year to Date. Variable Pay YTD Variable Pay Year to Date.


Gross Pay YTD Gross Pay Year to Date. Net Pay YTD Net Pay Year to Date. Total Earnings YTD Total Earnings Year to Date. Vacation Hours YTD Vacation Hours Year to Date. Vacation Pay YTD Vacation Pay Year to Date. Sick Hours YTD Sick Hours Year to Date. Sick Pay YTD Sick Pay Year to Date. Vested Stock Value YTD

Vested Stock Value Year to Date.

Sub-folder Name


Payroll Earning Balance QTD Facts

A folder containing payroll earning quarter-to-date balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Base Pay QTD Base Pay Quarter to Date. Regular Pay QTD Regular Pay Quarter to Date. Regular Hours QTD Regular Hours Quarter to Date. Overtime Pay QTD Overtime Pay Quarter to Date. Overtime Hours QTD Overtime Hours Quarter to Date. Holiday Pay QTD Holiday Pay Quarter to Date. Holiday Hours QTD Holiday Hours Quarter to Date. Commission Pay QTD Commission Pay Quarter to Date. Bonus Pay QTD Bonus Pay Quarter to Date. Other Pay QTD Other Pay Quarter to Date. Variable Pay QTD Variable Pay Quarter to Date. Gross Pay QTD Gross Pay Quarter to Date. Net Pay QTD Net Pay Quarter to Date. Total Earnings QTD Total Earnings Quarter to Date. Vacation Hours QTD Vacation Hours Quarter to Date. Vacation Pay QTD Vacation Pay Quarter to Date. Sick Hours QTD Sick Hours Quarter to Date. Sick Pay QTD Sick Pay Quarter to Date. Vested Stock Value QTD

Vested Stock Value Quarter to Date.

Sub-folder Name


Payroll Earning Balance MTD Facts

A folder containing payroll earning month-to-date balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Base Pay MTD Base Pay MTD: Base Pay Month to Date. Regular Pay MTD Regular Pay Month to Date. Regular Hours MTD Regular Hours Month to Date. Overtime Pay MTD Overtime Pay Month to Date.


Overtime Hours MTD Overtime Hours Month to Date. Holiday Pay MTD Holiday Pay Month to Date. Holiday Hours MTD Holiday Hours Month to Date. Commission Pay MTD Commission Pay Month to Date. Bonus Pay MTD Bonus Pay Month to Date. Other Pay MTD Other Pay Month to Date. Variable Pay MTD Variable Pay Month to Date. Gross Pay MTD Gross Pay Month to Date. Net Pay MTD Net Pay Month to Date. Total Earnings MTD Total Earnings Month to Date. Vacation Hours MTD Vacation Hours Month to Date. Vacation Pay MTD Vacation Pay Month to Date. Sick Hours MTD Sick Hours Month to Date. Sick Pay MTD Sick Pay Month to Date. Vested Stock Value MTD

Vested Stock Value Month to Date.

Sub-folder Name


Payroll Earning Balance YAGO Facts

A folder containing payroll earning year-ago balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Base Pay YAGO Base Pay YAGO: Base Pay Year Ago. Regular Pay YAGO Regular Pay Year Ago. Regular Hours YAGO Regular Hours Year Ago. Overtime Pay YAGO Overtime Pay Year Ago. Overtime Hours YAGO Overtime Hours Year Ago. Holiday Pay YAGO Holiday Pay Year Ago. Holiday Hours YAGO Holiday Hours Year Ago. Commission Pay YAGO Commission Pay Year Ago. Bonus Pay YAGO Bonus Pay Year Ago. Other Pay YAGO Other Pay Year Ago. Variable Pay YAGO Variable Pay Year Ago. Gross Pay YAGO Gross Pay Year Ago. Net Pay YAGO Net Pay Year Ago. Total Earnings YAGO Total Earnings Year Ago. Vacation Hours YAGO Vacation Hours Year Ago. Vacation Pay YAGO Vacation Pay Year Ago. Sick Hours YAGO Sick Hours Year Ago. Sick Pay YAGO Sick Pay Year Ago. Vested Stock Value YAGO

Vested Stock Value Year Ago.

Sub-folder Name


Payroll Deduction Balance YTD

A folder containing payroll deduction year-to-date balance metrics.


Facts

Metric/Measure Description/Meaning Calculation – where applicable Voluntary Deductions YTD

Voluntary Deductions Year To Date.

Involuntary Deductions YTD

Involuntary Deductions Year To Date.

Pre-Tax Deductions YTD

Pre-Tax Deductions Year To Date.

Post-Tax Deductions YTD

Post-Tax Deductions Year To Date.

Pension Employee Contributions YTD

Pension Employee Contributions Year To Date.

Pension Employer Contributions YTD

Pension Employer Contributions Year To Date.

Healthcare Employer Contributions YTD

Healthcare Employer Contributions Year To Date.

Benefits Total Employee Cost YTD

Benefits Total Employee Cost Year To Date.

Benefits Total Employer Cost YTD

Benefits Total Employer Cost Year To Date.

Social Insurance Cost Employee YTD

Social Insurance Cost Employee Year To Date.

Social Insurance Cost Employer YTD

Social Insurance Cost Employer Year To Date.

Total Taxes Employee YTD

Total Taxes Employee Year To Date.

Total Taxes Employer YTD

Total Taxes Employer Year To Date.

Total Deductions YTD Total Deductions Year To Date.

Sub-folder Name


Payroll Deduction Balance QTD Facts

A folder containing payroll deduction quarter-to-date balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Voluntary Deductions QTD

Voluntary Deductions Quarter to Date.

Involuntary Deductions QTD

Involuntary Deductions Quarter to Date.

Pre-Tax Deductions QTD

Pre-Tax Deductions Quarter to Date.

Post-Tax Deductions QTD

Post-Tax Deductions Quarter to Date.

Pension Employee Contributions QTD

Pension Employee Contributions Quarter to Date.

Pension Employer Contributions QTD

Pension Employer Contributions Quarter to Date.

Healthcare Employer Contributions QTD

Healthcare Employer Contributions Quarter to Date.


Benefits Total Employee Cost QTD

Benefits Total Employee Cost Quarter to Date.

Benefits Total Employer Cost QTD

Benefits Total Employer Cost Quarter to Date.

Social Insurance Cost Employee QTD

Social Insurance Cost Employee Quarter to Date.

Social Insurance Cost Employer QTD

Social Insurance Cost Employer Quarter to Date.

Total Taxes Employee QTD

Total Taxes Employee Quarter to Date.

Total Taxes Employer QTD

Total Taxes Employer Quarter to Date.

Total Deductions QTD Total Deductions Quarter to Date.

Sub-folder Name


Payroll Deduction Balance MTD Facts

A folder containing payroll deduction month-to-date balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Voluntary Deductions MTD

Voluntary Deductions Month To Date.

Involuntary Deductions MTD

Involuntary Deductions Month To Date.

Pre-Tax Deductions MTD

Pre-Tax Deductions Month To Date.

Post-Tax Deductions MTD

Post-Tax Deductions Month To Date.

Pension Employee Contributions MTD

Pension Employee Contributions Month To Date.

Pension Employer Contributions MTD

Pension Employer Contributions Month To Date.

Healthcare Employer Contributions MTD

Healthcare Employer Contributions Month To Date.

Benefits Total Employee Cost MTD

Benefits Total Employee Cost Month To Date.

Benefits Total Employer Cost MTD

Benefits Total Employer Cost Month To Date.

Social Insurance Cost Employee MTD

Social Insurance Cost Employee Month To Date.

Social Insurance Cost Employer MTD

Social Insurance Cost Employer Month To Date.

Total Taxes Employee MTD

Total Taxes Employee Month To Date.

Total Taxes Employer MTD

Total Taxes Employer Month To Date.

Total Deductions MTD Total Deductions Month To Date.

Sub-folder Name


Payroll A folder containing payroll deduction year ago


Deduction Balance YAGO Facts

balance metrics.

Metric/Measure Description/Meaning Calculation – where applicable Voluntary Deductions YAGO

Voluntary Deductions Year Ago.

Involuntary Deductions YAGO

Involuntary Deductions Year Ago.

Pre-Tax Deductions YAGO

Pre-Tax Deductions Year Ago.

Post-Tax Deductions YAGO

Post-Tax Deductions Year Ago.

Pension Employee Contributions YAGO

Pension Employee Contributions Year Ago.

Pension Employer Contributions YAGO

Pension Employer Contributions Year Ago.

Healthcare Employer Contributions YAGO

Healthcare Employer Contributions Year Ago.

Benefits Total Employee Cost YAGO

Benefits Total Employee Cost Year Ago.

Benefits Total Employer Cost YAGO

Benefits Total Employer Cost Year Ago.

Social Insurance Cost Employee YAGO

Social Insurance Cost Employee Year Ago.

Social Insurance Cost Employer YAGO

Social Insurance Cost Employer Year Ago.

Total Taxes Employee YAGO

Total Taxes Employee Year Ago.

Total Taxes Employer YAGO

Total Taxes Employer Year Ago.

Total Deductions YAGO

Total Deductions Year Ago.

Fact Folder Name


Facts - Human Resources - Accrual

Sub-folder Name


Accrual Balance Facts

A folder containing payroll accrual balance and liability metrics.

Metric/Measure Description/Meaning Calculation – where applicable Accrual Balance (Hours)

Total leave accrual balance in hours including Carryover, Accrued, Absences Taken and Adjustment time.This includes the leave balance that has been accrued to a worker but not available for he/she to use.

Accrual Balance (Days) Total leave accrual balance in days including


Carryover, Accrued, Absences Taken and Adjustment time. This includes the leave balance that has been accrued to a worker but not available for he/she to use.

Accrual Liability Amount

Monetary amount for the leave accrual balance due to a worker.

Accrual Liability Amount (Local Currency)

Monetary amount in local currency for the leave accrual balance due to an employee.

Fact Folder Name


Facts - Human Resources - Compensation

Sub-folder Name


Workforce Salary Facts

A folder containing salary metrics including annualized base salary, FTE annual salary, and aggregated salary data (average, min, and max).

Metric/Measure Description/Meaning Calculation – where applicable Compa-ratio Employee compa-ratio based on pay grade mid-

range amount and worker annual base salary. Pay Grade Mid Yearly Amount / Total Annual Base Salary Year * 100

Pay Grade Mid Yearly Amount

Pay grade mid-range amount (annualized).

Average Annual Base Salary

Average base salary of employees at time of inquiry. The Average Annual Base Salary metric provides information used in Employee Reward Planning initiatives by the Human Resource department. Use this metrics when looking at average compensation across employees.

Total Annual Base Salary

Total of all base salaries for all employees in specific time period. Use this metric when looking at total compensation.

Employee Hourly Rate Hourly rate for an employee. This metric provides a snapshot of an employee's pay rate that will be used in employee information listings. Also, you can analyze hourly rates by jobs, job families, positions, and pay grades to analyze your pay rate structure.

Time Since Last Salary Increase (Days)

Time since last salary increase (does not reflect decreases), in days, relative to the selected time period end date.

Max Annual Base Salary Range

Maximum annual base salary for employees. This is a snapshot value of the maximum annual base salary, as of a particular date. This metric can be compared against the midpoint and minimum values to obtain a relative comparison for a group of employees. Base compensation is used in employee listings.

Min Annual Base Salary Range

Minimum annual base salary for employees. This is a snapshot value of the minimum annual base


salary, as of a particular date. This metric can be compared against the midpoint and maximum values to obtain a relative comparison for a group of employees. Base compensation is used in employee listings.

Mid Annual Base Salary Range

Midpoint annual base salary for employees. This is a snapshot value of the midpoint annual base salary, as of a particular date. This metric can be compared against the maximum and minimum values to obtain a relative comparison for a group of employees. Base compensation is used in employee listings.

Full-time Annualized Salary

Employee’s annualized full-time salary. Total Annual Base Salary / FTE (Employee)

Full-time Annualized Salary (Non-Aggregated)

Employee’s annualized full-time salary. Use this metric when analyzing individual employee compensation.

Total Annual Base Salary / FTE (Employee)

Fact Folder Name


Facts - Human Resources - Workforce Deployment

A master folder containing core workforce metrics including headcount, turnover and assignment change events, managerial span of control and length of services.

Sub-folder Name


Workforce Deployment Facts

A folder containing employee and contingent worker headcount metrics.

Metric/Measure Description/Meaning Calculation – where applicable Headcount Headcount of all workforce including

contractors, part time and full time (inactive employees are also included). Use this metric with employment category, job, or position dimension to see # employees in a certain dimension. You can filter for contractors, part time or full time through the Employment Category Description Field. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum.

Active Headcount Headcount of full time and part time active workforce (includes contractors and temporary employees). This excludes employees on leave. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum.

Employee Headcount Headcount of active employees (excludes contingent and temporary employees), employees are modeled in the employment dimension. Aggregation rule is last value when


used with time dimension. With all other dimensions, aggregation rule is sum.

Employee Headcount Ratio

Ratio of employee headcount to all active workforce headcount. The employee ratio indicates the number of salaried employees to the total workforce in the company.

Contingent Worker Headcount

Headcount of active contingent workers, contingent workers are modeled in the employment dimension. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum.

Contingent Worker Headcount Ratio

Ratio of active contingent workers to active workforce.

Contingent worker headcount / active headcount

Full-Time Employee Headcount

Number of active full time employees (excludes part time employees and contractors, etc) . Aggregation rule is last value when used with Time dimension. Aggregation rule is sum when used with any other dimension.

Full-Time Employee Headcount Ratio

Ratio of full-time employee active headcount to all employee active headcount. The number of full-time employees in relation to the total number of employees is a useful metric when staffing short-term and long-term projects.

Part-Time Employee Headcount

Number of active part time employees (excludes part time employees and contractors, etc). Aggregation rule is last value when used with Time dimension. Aggregation rule is sum when used with any other dimension.

Part-Time Employee Headcount Ratio

Ratio of part-time employee active headcount to all employee active headcount. The number of full-time employees in relation to the total number of employees is a useful metric when staffing short-term and long-term projects.

Manager Headcount Number of active employees that are flagged as managers in employment organization code (excludes contractors and temporary employees.) Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum.

Manager Headcount Ratio

Ratio of active headcount who are managers.

Supervisor Headcount Number of active full-time employees that are flagged as supervisors (excludes contractors and temporary employees). Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum.

Supervisor Employee Headcount Ratio

Ratio of supervisors to all employees. This counts # employees with direct reports divided by all reports. It is also known as manager span of control and approximates the average number of direct reports that each supervisor manages.

Standard Weekly Hours

Number of hours contracted to work in a week.

Standard Monthly Hours

Number of hours contracted to work in a month.

FTE FTE of active employees (includes contractors and temporary employees). This excludes


employees on leave. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum.

FTE (Contingent) FTE of active contingent workers, contingent workers are modeled in the employment dimension. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum.

FTE (Employee) FTE of active employees, employees are modeled in the employment dimension. Aggregation rule is last value when used with time dimension. With all other dimensions, aggregation rule is sum.

Sub-folder Name


Workforce Performance Facts

This folder displays workforce performance rating facts that can be used to analyze organization and employee level performance over time.

Metric/Measure Description/Meaning Calculation – where applicable Employee Performance Rating

Normalized (percentage) performance rating, the aggregation level is Employee dimension.

Employee Performance Rating YAGO

Normalized (percentage) performance YAGO rating, the aggregation level is Employee dimension.

Performance Rating Normalized (percentage) performance rating for the employee, the default aggregation level is Performance Band dimension.

Mean Performance Rating

Average performance rating of all employees. Performance rating is typically given at the end of period as part of a performance review process.

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