HR - CAT - Under Min / Over Max Report

GENERAL DESCRIPTION:

Title minimum and maximums will be pulled from HRS as of the beginning of the Fiscal Year. Employee records that have an Over Max/Under Min error will continue to appear on this report unless their updated Comprates are changed in the CAT to be within the salary range (even if they are approved to be over the maximum or under the minimum for that title.

For Madison employees, the Extraordinary Salary Range (ESR) minimum and maximums will appear on this report as separate columns from the HRS minimum and maximums. If a Madison employee record has an ESR, the logic of this report will compare their updated CAT salary to the ESR range, and ignore the HRS range.

PROCESS CONSIDERATIONS:
  • N/A



PROCEDURE STEPS:

  1. Navigate to Workforce Administration > UW External HR Systems > Compensation Admin Tool > CAT Reports > Under Min/Over Max Report.

  2. Click Search under the 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, assign a unique identifier as the Run Control ID (eg. initials_date_etc.) into the Run Control ID box and select Add.

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

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  3. Enter parameters to define criteria for the Under Min/Over Max Report.

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

    2. Select a Business Unit

    3. If desired, select a Division

    4. 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 button
    5. Check or Uncheck the "Include Vacants" checkbox.

      • Leaving this checked will pull Vacant positions from the AAP whose Full Time Rate is under the minimum or over the maximum salary for the Job Code entered in the AAP.
      • Unchecking the checkbox will ensure that only CAT positions that are under the minimum or over the maximum salary will appear on the report.
    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 the 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. User will be redirected back to the Under Min/Over Max Report Page.  Note the Process Instance number directly under the Run button.

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  6. Click the Process Monitor hyperlink in the upper right corner to view the Process List.

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

    1. If Run Status is "Queued," it indicates that the report generation is waiting to start.
    2. If Run Status is "Blocked," it indicates that another process or report is currently running.  Do not resubmit your report.  It will queueup once the other process has completed.
    3. If Run Status is "Processing," it indicates that your report is being generated.
  8. Once the Run Status is equal to "Success" and the Distribution Status is equal to "Posted," you can download the output.

    1. Click Details


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

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    4. Under 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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    5. When opening the file in Excel, 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 9

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

  9. Review the output file.

    Open the downloaded Excel file.

    • A description of the different header and column fields found int he output is below.
    • The output file will look like the screenshot shown below.

    CAT 10




TABLES

 REPORT PARAMETERS
 FIELD NAME
 DESCRIPTION
 Run Control ID
 The Run Control identification entered when the report was created
 Run Date
 The date the report was created
 Fiscal Year
 The Fiscal Year selected in the Run Control
 Employee Class
 The employee classification included on the report's Run Control criteria
 Division  The Division (if any) selected in the Run Control criteria
 Include Vacants
 Include Vacants as selected on the Run Control
 Process Instance
 The unique number assigned by PeopleSoft for each process
 Run By
 The User ID number for the individual who ran the report
 Business Unit
 The institution (campus) identifier selected in the Run Control criteria
 Department  the Department (if any) selected in the Run Control criteria
 REPORT COLUMNS
 COLUMN
 DESCRIPTION
HOME DEPT /
FUNDING DEPT FOR
VACANTS
The Home Department of the Employee Record from the CAT.  The Funding Department of the Vacant Position from HRS.


NAME
The name of the Employee Record from HRS.  This field will appear blank for Vacant Positions.
EMPLOYEE ID
The unique Employee ID number from HRS.  The field will appear blank for Vacant Positions.
EMPLOYEE RECORD
The Employee Record number from the CAT.  The field will appear blank for Vacant Positions.
POSITION TYPE
(AAP LABEL)
The Position Type field from the AAP for Vacant Positions.  This field will appear blank for CAT jobs.

ADJUSTMENT TYPE
(AAP LABEL)
The Adjustment Type field from the AAP for Vacant Positions.  This field will appear blank for CAT jobs.

POSITION NUMBER
The Position Number of the Employee Record from CAT, or the Vacant Position from the AAP.
EMPL CLASS
The employee classification of the Employee Record from CAT.  The field will appear blank for Vacant Positions.
PAY BASIS
The Pay Basis of the Employee Record from CAT.  The field will appear blank for Vacant Positions.
PLANNED FTE
The Home Department of the Employee Record from CAT, or the Vacant Position from the AAP.
JOB CODE
The Job Code of the Employee Record from CAT, or the Vacant Position from the AAP.
TITLE
The Title of the Employee Record from CAT, or the Vacant Position from the AAP.
SALARY PLAN
The Salary Plan of the Employee Record from HRS, or Vacant Position from the AAP.
SALARY GRADE
The Salary Grade of the Employee Record from HRS, or Vacant Position from the AAP.
FULL TIME RATE
The Full Time Rate of the Employee Record from HRS, or Vacant Position from the AAP.
HOURLY MINIMUM

The minimum of the Salary Grade associated with the Job Code/Employee Record from HRS, or associated with the
Job Code/Vacant Position from the AAP.
HOURLY MAXIMUM

The maximum of the Salary Grade associated with the Job Code/Employee Record from HRS, or associated with the
Job Code/Vacant Position from the AAP.
ANNUAL MINIMUM

The minimum of the Salary Grade associated with the Job Code/Employee Record from HRS, or associated with the
Job Code/Vacant Position from the AAP.
ANNUAL MAXIMUM

The maximum of the Salary Grade associated with the Job Code/Employee Record from HRS, or associated with the
Job Code/Vacant Position from the AAP.
OVER MAX FLAG
Yes/No based on the checkbox from HRS.
ESR MINIMUM

Extraordinary salary range minimum (if available) for a Job Code/Position Number in the UWMSN Business Unit.
This field will appear blank for Vacant Positions.
ESR MAXIMUM

 Extraordinary salary range maximum (if available) for a Job Code/Position Number in the UWMSN Business Unit.
This field will appear blank for Vacant Positions.
ERROR MESSAGE
Type of error associated with the Employee Record



ADDITIONAL RESOURCES:

Related KBs:

Related Links:



    Keywords:Compensation Administration Tool salary error errors budget budgeting maximum minimum   Doc ID:60533
    Owner:Chris L.Group:Human Resource System (HRS)
    Created:2016-02-06 17:34 CSTUpdated:2017-07-25 08:30 CST
    Sites:Human Resource System (HRS)
    Feedback:  0   0