HR - HRS vs Budget Compare Report

This document will outline the necessary steps to run the HRS vs Budget Compare Report.

From the HRS Main Menu:
  • Navigate to UW HR Reports
  • HRS vs Budget Compare

Revised 5

From the HRS vs Budget Compare screen:

  • Select the "Add a New Value" tab.
  • Add a Run Control ID (this field is populated with a user-defined value and cannot contain spaces, but can be mixed case if you like.)
    • Example: HRS_Bud_Rpt or 1stReport or budrpt.
  • Click the "Add" button.

Enter the selection criteria:

  • Budget Year: (Mandatory)
    • Key in the budget year you would like the report to utilize for the budget data. The budget data would be derived from HRS (live data), not from data warehouse data (what you would obtain from Brio/Hyperion queries) which is typically day-old data. This means you would not have to wait until the next day to run the report for it to display any updates you made to the 3270 Budget System (BDGT, BRATE, etc.
  • Budget ID: (Optional)
    • Key in a specific Budget ID for comparison (you do not need to make any other selections on the screen).
  • For Campus, Division, Department, or Sub-Department:
    • For larger institutions it is recommended that you run the report for a Division, Department, or Sub-Department, instead of the whole institution.
  • For Staff Group (you can choose among the following variables):
    • Academic Staff
    • All Selectable Groups
    • University staff (Classified) Employees
    • Faculty
    • Faculty/Academic Staff/Limited Appointment (FA/AS/LI) (Unclassified) Employees

***Please note the following inclusions and exclusions for Staff Group Selections**

Staff Group Dropdown Details:
  • Only the following Pay Basis Codes will be INCLUDED:
    • A (Annual) C (Academic) H (Hourly) The following Empl Class Codes will always be EXCLUDED:
    • SH (Student Help)
    • SA (Grad Assistants)
    • CL (University Staff Temporary Employment (TE), Classified LTE)
    • OT (Ad Hoc Appointments & Zero Dollar Appointments)
  • All Selectable Groups:
      • FA (Faculty)
      • LI (Limited)
      • AS (Academic Staff)
      • ET (Employees-in-Training)
      • CP (University Staff Ongoing, Classified Permanent)
      • CJ (University Staff Project - FT Finite, Classified Project)
    • Academic Staff
      • AS (Academic Staff)
    • University Staff (Classified) Employees
      • CP (University Staff Ongoing, Classified - Permanent)
      • CJ (University Staff Project FT - Finite, Classified Project)
    • Faculty
      • FA (Faculty)
    • FA/AS/LI (Unclassified) Employees
      • FA (Faculty)
      • LI (Limited)
      • AS (Academic Staff)
      • ET (Employees-in-Training)
  • Selection Option:
    • Full Comparison (this is the default)
      • A record can be in Budget Only, in HRS Only, or in Both Systems.
    • In Both HRS and BUDGET
      • Different than "Full Comparison" in that a record must be in both HRS and Budget.
    • Select in Budget Only
    • Select in HRS Only
      • FYI: This would populate the Home Department for the selection.

    NOTE: One row for each budgeted department will be displayed. If the Home Department in HRS does not match a Funding UDDS in BDGT, an additional row will be displayed to show this.

    • Exclusion Check Boxes will be defaulted to checked unless you un-check them:
      • Exclude Post Doctoral and Post Grad Trainees (Job Codes begin (X10-30 & X61-X75)
      • Exclude Lecturers (Job Codes begin D80 and D81)
    • You may choose to check any of the following boxes to Backout Rate Adjustments:
      • Proposed
      • Promotion
      • Merit
      • Other
    • Click "Run"
    • After clicking 'Run', the Process Scheduler Request screen appears.
      • Click 'OK.'

    • After clicking 'OK', you are taken back to the initial run control screen. Click the 'Process Monitor' link.

    •  After clicking 'Process Monitor', you are taken to the Process Monitor screen, where you will see a list of the jobs you have run.
      • After the Run Status displays 'Success' and the Distribution Status displays 'Posted', click the Details link on the most recent job.
      • You may click 'Refresh' to ensure the Run/Distribution Status reflect Success/Posted.

    • After you click Details, you will be taken to the Process Detail page.
      • Click the View Log/Trace link.

    • Click the hyperlink for the file name that ends in ".xls".
      • A new browser will display the Excel output file.

    Overview of Report Output in Excel:

    Excel Output Results:

    Some output fields are for display and some show a comparison.
    • Display Data:
      • Column A:  Report DeptID
      • Column B:  Budget ID
      • Column C:  Budget Year
      • Column D:  Empl ID
      • Column E:  Empl Rcd
      • Column F:  Name
      • Column G:  Home Dept
      • Column H:  Funding UDDS

    • Comparison Data:
      • Arrows in Columns J, M, P, S, V will be displaying the results of comparing HRS data (always first/to the left) to Budget data (on the right).

    • Explanation of arrows that show differences between HRS and Budget:
      • Found in HRS only. Data for the Budget_ID was found ONLY in the HRS data, there was NO data found in the mainframe Budget System.
      • Found in Budget only. Data for the Budget_ID was found ONLY in the mainframe Budget System, but there was NO data found in the HRS System.
      • Not equal/found in both. Data was found for the Budget_ID in BOTH the HRS System and the mainframe Budget System, but the data between the two systems does not match.
      • No arrows or a blank cell indicates there are no differences. One may choose to filter on this field to only show those with a difference.

    • Comparison Data:
      • Column L:  HRS Job Code
      • Column M:  Job Code Diff
      • Column N:  BDGT Title Code

      • Column O:  HRS Title
      • Column P:  Title Diff
      • Column Q:  BDGT Title

      • Column R:  HRS Pay Basis
      • Column S:  Basis Diff
      • Column T:  BDGT Pay Basis

      • Column U:   HRS Rate
      • Column V:   Rate Diff
      • Column W:  BDGT Rate

      • Column X:  HRS End Date
      • Column Y:  BDGT New Rec

    Keywords:UWHRR018, reports, HR, FN, Finance, Human Resources, Funding, Fiscal Year, BDGT,   Doc ID:40055
    Owner:Chris L.Group:Human Resource System (HRS)
    Created:2014-05-16 11:48 CDTUpdated:2016-06-24 09:43 CDT
    Sites:Human Resource System (HRS)
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