POLYDATA Dashboards Labor Cost

February 2010 1

POLYDATA DashboardsLabor Cost

Labor Cost Pilot February 2010

February 2010 2

Agenda

Terminology Hierarchies Dashboards Demo

February 2010 3

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

February 2010 4

Page Prompts Period vs Pay Period

February 2010 5

Period vs Pay PeriodPeriod “07” = January

Pay Periods201001, 200910, 200911, 200912

= Jan 2010, Oct

2009, Nov 2009, Dec 2009

February 2010 6

Terminology

Department vs Charge Department Department = Assigned Department Charge Department = the DeptID

chartfield that the employee’s pay was actually charged to

February 2010 7

“Assigned” Department vs Charge Department

February 2010 8

Department vs Chg Deptid

Assigned to DeptID 117602 Graduate

Studies and charged to 110100 Mechanical

Engineering

February 2010 9

Employee Data Primary Report

Name

EmplID

Short Username

February 2010 10

Job Data Terminology

Union Job Function Jobcode Empl Class Positions

Regular/Temp Full/Part Time Actual Salary Freq Paygroup Grade Jobcode

February 2010 11

Jobcode Union

February 2010 12

Job Function – grouping of Job Codes

February 2010 13

Jobcode

February 2010 14

Empl Class – Employee Classification

February 2010 15

Regular/Temp

February 2010 16

Full/Part Time

February 2010 17

Actual Salary Frequency

February 2010 18

Paygroup

February 2010 19

Grade Jobcode

February 2010 20

Translation Values Page

February 2010 21

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

February 2010 22

OBIEE Hierarchy - Department

Union Job Function

Jobcode Grade Jobcode

CFA – Unit 3 TEN – Tenure Track

2360 Instr Faculty AY 3- Assistant Professor

February 2010 23

Jobcode Hierarchy

February 2010 24

Security

HR Department Security is

applied to Labor Cost Dashboard

February 2010 25

Choice of Measure

February 2010 26

Choice of Time

February 2010 27

Choice of Time

February 2010 28

Choice of Page Break

February 2010 29

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

February 2010 30

Payroll Detail - Prompts

February 2010 31

Payroll Detail Views – Summary by Person

February 2010 32

Payroll Detail – Summary by Activity Type

February 2010 33

Payroll Detail – Payroll Detail Matrix View

February 2010 34

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.

February 2010 35

Employee Detail PageNote: the

format of the Primary

Report Name is

Last, First MI

February 2010 36

Payroll Summary Page Prompts

February 2010 37

Payroll Summary Views

Payroll Summary Payroll Summary by Activity Type Payroll Summary by Activity Type

by Accounting Period or Pay Period

February 2010 38

Sample Payroll Summary Reports –By Union, by Function

February 2010 39

Alpha by Fund

February 2010 40

By Account

February 2010 41

By Department

February 2010 42

Roster by Dept by Pay Period

February 2010 43

Roster by Dept by Employee

February 2010 44