HR - HRS to CAT Compare Report

The HRS to CAT Compare Report identifies employee records where key fields differ between the CAT and HRS and is intended to catch fields like: Business Unit / Department change, Position Number change, Compensation Rate change, Employee Class change, Title change, Job Code change, and/or an FTE change. Employee records for which a title has been entered in the planned title field that does not match the HRS title for that CAT record (though often these are intentional) will be pulled. This report will also capture terminations.

For each record that appears on this report with a discrepancy, the user should review that employee record int he CAT and determine if the rate increases need to be altered based on the new job data information that was entered in HRS.

PROCESS CONSIDERATIONS:

When the HRS to CAT Job Data Feed is ON

There is an automatic nightly process that pushes the values for all key fields on each CAT record from HRS to the CAT.  This same process is run when you open up an existing CAT record.  Thus, whenever a user accesses a CAT record, they will see the most recent values for all key fields from HRS.  This also means that the majority of the changes listed above (with the exception of Position Number changes and Terminations) will not appear on the report while the feed is on.

Based on the cycle of the process that updates the CAT fields with HRS values, it is best practice to run this report in the morning, when all job changes in HRS have been pushed to the CAT.  If the report is run later in the day, and job changes have been made in HRS earlier that day, records will appear on this report as if they have discrepant fields, because the auto update process has not been run yet.  To remove these fields from the report, simply visit that employee record in the CAT.

Thus, for each record that appears on this report with a discrepancy that is NOT a position number discrepancy or termination, the user should simply visit that employee record in the CAT to update the discrepant field and remove the employee record from the report.

When the HRS to CAT Job Data Feed is OFF

When the automatic nightly process that pushes the values for key fields from HRS to the CAT is turned off, more employee records will appear on this report with discrepant fields.  For each record that appears on this report with a discrepancy, the user should review that employee record in the CAT and determine if the rate increases need to be altered based on the new job data information that was entered in HRS.




PROCEDURE STEPS:

  1. Navigate to Workforce Administration > UW External HR Systems > Compensation Admin Tool > CAT Reports > HRS to CAT Compare Report.

  2. Click Search under Find an Existing Value tab to select a previously created Run Control ID, or create a new Run Control ID by selecting Add a New Value.  To create a new Run Control ID, enter a unique identifier (eg initials_date_etc) into the Run Control ID box and select Add.

    • NOTE:  The Run Control ID is used to set the report parameters.  Users can create one ID and use it to run multiple processes and reports, or create a new ID for each process or report.

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  3. Enter parameters to define criteria for the HRS to CAT Compare Report:

    1. Select the upcoming Fiscal Year used for CAT budgeting planning purposes.  This field will default to the latest Fiscal Year setup in the CAT.

    2. Select the Effective Date of the CAT you wish to compare against in HRS.  This field will default to the current date.  In order to accurately check for discrepancies, users should enter the first date of the upcoming Fiscal Year (ex: 7/1, 8/28).

    3. Select a Business Unit

    4. If desired, select a Division

    5. If desired, select a Department

      • If available, the Department field will become editable when the user selects a Division from the search tool or enters one manually and presses the tab key to button out of the field.
    6. Click Select Values in the employee class box if you wish to exclude certain employee classes from the report.  The default is for all Employee Classes to be included.  Employee Classes that are not included in the CAT will not pull onto CAT reports.

    7. Click Save in the bottom left to save the parameters for the report.

    8. Click Run in the top right to run the report.

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  4. User will be automatically directed to the Process Scheduler Request page.  From this page, select OK.

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  5. Note the Process Instance number under the Process Monitor link.  This designates the specific instance of the report run.

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  6. Click the Process Monitor hyperlink at the top right of the window.

  7. Search for your Process Instance number under the Process List, which will indicate the status of the report generation.  When the report is complete, the Run Status should equal "Success," and the Distribution Status should equal "Posted."

    • If Run Status is "Queued," it indicates that the report generation is waiting to start.
    • If Run Status is "Blocked," it indicates that another report or process is currently running.  Do not resubmit your report.  It will be queued once the other report or process has completed.
    • If Run Status is "Processing," it indicates that the report is being generated.

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  8. Once the Run Status is equal to "Success" and the Distribution Status is "Posted," download the output.

    1. Click Details

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    2. Click the View Log/Trace hyperlink at the bottom right of the window.

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    3. Under the file list, click the file with the xls extension to download the output.  NOTE:  You may have two .xls outputs if you have any additional splits.

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    4. When opening the file, if an error message appears indicating that "the file you are trying to open....is in a different format than specified by the file extension" click Yes.

      CAT 10

    5. Note that different internet browsers may have different opening processes. 

  9. Review the report:

    1. The report will appear as follows:

      • One row per Empl_ID / Empl_Rcd combination is displayed
      • If the two fields are the same between HRS and CAT, they will appear blank
      • If a change is due to a termination, only CAT columns will populate
      • If a change is due to a hire, only HRS columns will populate
    2. Cat 11

    3. A description of the different header fields is displayed in Table 1 below.

    4. Action items based on the report output are presented in Table 2 below.




TABLES

Table 1:  Output Header Fields

 REPORT PARAMETERS
 FIELD NAME
 DESCRIPTION
 Run Control ID
 The Run Control identification used when the report was created
 Run Date
 The date the report was created
 Fiscal Year
 The Fiscal Year of the CAT you wish to compare against HRS
 Effective Date
 The Effective Date of the CAT you wish to compare against HRS
 Division  The Division (if any) selected in the Run Control
 Department  The Department (if any) selected in the Run Control
 Process Instance
 The unique number assigned by PeopleSoft for each report
 Run By
 The unique ID for the user who ran the report
 Business Unit
 The institution code selected in the Run Control
 Employee Class
 The Employee Class(es) included on the Run Control
 REPORT COLUMNS
 COLUMN  DESCRIPTION
 Planned Fiscal Year
 The upcoming Fiscal Year that is active in the CAT
 Employee ID
 The unique Employee ID number of the Employee Record from HRS
 Employee Record
 The Employee Record Number from HRS
 Name  The first and last names of the Employee Record from HRS
 Continuity Code
 The Continuity Code (duration of position/job) of the Employee Record in HRS
 Expected End Date
 The Expected Job End Date from Job Data of the Employee Record from HRS (if applicable)
 CAT Employee Class
 The Employee Class for the Employee Record from CAT
 HRS Employee Class
 The Employee Class for the Employee Record from HRS
 CAT Business Unit
 The Business Unit for the Employee Record from CAT
 HRS Business Unit
 The Business Unit for the Employee Record from HRS
 CAT Home Department
 The Home Department for the Employee Record from CAT
 HRS Home Department
 The Home Department for the Employee Record from HRS
 CAT Position Number
 The Position Number for the Employee Record from CAT
 HRS Position Number
 The Position Number for the Employee Record from HRS
 CAT Job Code
 The Job Code for the Employee Record from CAT
 HRS Job Code
 The Job Code for the Employee Record from HRS
 CAT Job Title
 The Job Title for the Employee Record from CAT
 HRS Job Title
 The Job Title for the Employee Record from HRS
 CAT Pay Basis
 The Pay Basis for the Employee Record from CAT
 HRS Pay Basis
 The Pay Basis for the Employee Record from HRS
 CAT FTE
 The FTE for the Employee Record from CAT
 HRS FTE
 The FTE for the Employee Record from HRS
 CAT Comprate
 The Comprate for the Employee Record from CAT
 HRS Comprate
 The Comprate for the Employee Record from HRS
 Employee Terminated?
 Yes if the employee has been terminated (appears in CAT and not HRS)
 No if the employee has not been terminated (appears both in the CAT and HRS)

Table 2:  Action Items Based on HRS Feed Status

 HRS FEED STATUS
 JOB CHANGES IN HRS THAT OCCURRED
 ACTION ITEM
 OFF  Employee Terminated
 Delete from CAT
 OFF Transfer / Position # Change
 Delete and Re-Add to CAT
 OFF Title Change
 Review and Potentially Edit Comp Increases
 OFF
 Comprate Change
 Review and Potentially Edit Comp Increases
 OFF New Hire
 Potentially Add to CAT
 OFF FTE, EJED Change
 Potentially Edit Planned FTE or Remove from CAT
 ON Employee Terminated
 Delete fron CAT
 ON Transfer / Position # Change
 Delete and Re-Add to CAT



ADDITIONAL RESOURCES:

Related KBs:

Related Links:



Keywords:compensation administration tool admin budget budgeting fiscal year reports   Doc ID:60529
Owner:Chris L.Group:Human Resource System (HRS)
Created:2016-02-06 17:31 CSTUpdated:2017-09-05 06:47 CST
Sites:Human Resource System (HRS)
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