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
Recommended
