HR - CAT Position Report

The Position Report is a pull of key information on all positions (CAT Records) and Vacant/Bud Adjustment rows (Additional Adjustments Page records) based on selected criteria.



PROCEDURE STEPS:

  1. Navigate to Workforce Administration > UW External HR Systems > Compensation Administration Tool > CAT Reports > HRS to CAT Position 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:  Run Control ID sets the report parameters.  Users can create one ID, and use it to run multiple processes/reports, or create a new ID for each process/report.

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  3. Enter parameters to define the criteria for the CAT Position 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 out of the field.
    5. If desired, select a Fund Code

    6. Check the Include Addl Adj checkbox to include records from the AAP in the output.

    7. 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.

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

    9. Click Run in the top right corner 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 hyperlink.  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, Run Status will be "Success" and Distribution Status will be "Posted."

    1. If Run Status is "Queued," if indicates that the report generation is waiting to start.

    2. If Run Status is "Blocked," it indicates another process or report is being run.  Do not resubmit your report request - your report will be queued up when the other process or report has been completed.

    3. If Run Status is "Processing," it indicates that your report is currently being generated.

    4. Click the Refresh button at the top right of the window to refresh the status of the document.

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  8. Once the Run Status is "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 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 Position 10 Replace

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

  9. Review the report.

    Open the downloaded Excel file.

    • A screenshot of the output file is below
    • See the Tables below for a description of the different header fields of the output

    cAT Position 11




TABLES

Table 1:  Output Header Fields
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 effective date of the CAT you wish to compare against in HRS
 Business Unit
 The institution (campus) selected in the Run Control
 Funding 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 the system for each run of the report
 Run By
 The user ID of the person who ran the report
 Fund  The Fund Code (if any) selected in the Run Control
 Employee Class
 The class(es) of employees included in the Run Control
 Include Additional Adjustments
 Y if the "Include Additional Adjustments" checkbox was selected on the Run Control

Table 2:  Report Columns

 FIELD NAME
 DESCRIPTION
Planned Fiscal Year

Fiscal Year field value from CAT for the employee records that exist in the CAT and meet the Run Control criteria.  If Include Additional Adjustments is checked, it will pull Fiscal  Year field value from the AAP for Vacant Positions that exist in the AAP and meet the Run Control criteria.

Position Type

If Include Additional Adjustments is checked, it will pull the values for Position Type (either Vacant or Bud Adj.) for records that exist in the AAP and meet the Run Control criteria.
Name
Employee First & Last Name from HRS for employee records that exist in the CAT and meet the Run Control criteria.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
EmplID

Employee ID number from HRS for employee records that exist in the CAT and meet the Run Control criteria.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Empl Rcd

Employee Records from HRS for records that exist in the CAT and meet the Run Control criteria.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Home Dept / Funding Dept for
Additional
Adjustments
Home Department from HRS for employee records that exist in the CAT and meet the Run Control criteria.  If Include Additional Adjustments is checked, this field will be populated by the funding department ID for AAP positions.


Empl Class

Employee Class(es) for employee records that exist in the CAT and meet the Run Control criteria.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Pay Basis

Pay Basis from HRS for employee records that exist in the CAT and meet the Run Control criteria.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Position Number

The Position Number from CAT for employee records that exist in the CAT and meet the Run Control criteria.  If Include Additional Adjustments is checked, it will pull the position number field value from the AAP for vacant positions that exist in the AAP and meet the Run Control criteria (and who have a position number entered)
Adjustment Type
If Include Additional Adjustments is checked, it will pull the Adjustment Type field from the AAP for positions that exist in the AAP and meet the Run Control criteria
Job Code

Job Code from CAT for employee records that exist in the CAT and meet the Run Control criteria.  If Include Additional Adjustments is checked, it will pull Job Code field value from the AAP for vacant positions that exist in the AAP and meet the Run Control criteria (for those who have Job Code entered).
Title
Title from CAT for employee records that exist in the CAT and meet the Run Control criteria.
Planned Title

Planned Title from CAT for employee records that exist in the CAT and meet the Run Control criteria.  If Include Additional Adjustments is checked, it will pull Title field value from the AAP for vacant positions that exist in the AAP and meet the Run Control criteria.
Total Planned FTE

Planned FTE field from the CAT for employee records that exist in the CAT and meet the Run Control criteria.  If Include Additional Adjustments is checked, it will pull the FTE field value from the AAP for vacant positions that exist in the AAP and meet the Run Control criteria.
Base Compensation Rate
The Base Compensation Rate from the CAT for employee records that exist in the CAT and meet the Run Control criteria.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Increase 1 Action
Reason
The Action Reason associated with the first non-merit comp increase from the CAT employee records that exist in the CAT and meet the Run Control criteria.  If no additional increases have been entered, this field will appear blank.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Increase 1 $
Amount
The comprate change amount associated with the first non-merit comp increase from the CAT for employee records that exist in the CAT and meet the Run Control criteria.  If no additional increases have been entered, this field will appear blank.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Increase 1 %
Amount
The comprate change percentage associated with the first non-merit comp increase from the CAT for employee records that exist in the CAT and meet the Run Control criteria.  If no additional increases have been entered, this field will appear blank.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Increase 2 Action
Reasons
The Action Reason associated with the second non-merit comp increase from the CAT for employee records that exist in the CAT and meet the Run Control criteria.  If no additional increases have been entered, this field will appear blank.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Increase 2 $
Amount
The comprate change amount associated with the second non-merit comp increase from the CAT for employee records that exist in the CAT and meet the Run Control criteria.  If no merit has been entered, this field will appear blank.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Increase 2 %
Amount
The comprate change percentage associated with the second non-merit comp increase from the CAT for employee records that exist in the CAT and meet the Run Control criteria.  If no merit has been entered, this field will appear blank.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Increase 3 Action
Reason
The Action Reason associated with the third non-merit comp increase from the CAT employee records that exist in the CAT and meet the Run Control criteria.  If no additional increases have been entered, this field will appear blank.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Increase 3 $
Amount
The comprate change amount associated with the third non-merit comp increase from the CAT for employee records that exist in the CAT and meet the Run Control criteria.  If no merit has been entered, this field will appear blank.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Increase 3 %
Amount
The comprate change percentage associated with the third non-merit comp increase from the CAT for employee records that exist in the CAT and meet the Run Control criteria.  If no merit has been entered, this field will appear blank.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Pre-Merit Adjusted
Comprate
The UW_CAT_COMPRATE field plus all non-merit increases from the CAT for employee records that exist in the CAT and meet the Run Control criteria.  If no non-merit increases have been entered, this field will appear blank.  If Include Additional Adjustments has been checked, this field will be blank for AAP positions.
Merit $ Amount

The comprate change amount associated with the Action Reason Merit from the CAT for employee records that exist in the CAT and meet the Run Control criteria.  If no merit has been entered, this field will appear blank.  If Include Additional Adjustments has been checked, this field will be blank for AAP positions.
Merit % Amount

The comprate change percentage associated with the Action Reason Merit from the CAT for employee records that exist in the CAT and meet the Run Control criteria.  If no merit has been entered, this field will appear blank.  If Include Additional Adjustments has been checked, this field will be blank for AAP positions.
Chancellor's
Discretionary $

The comprate change amount associated with the Action Reason Chancellor's Discretionary from the CAT for employee for employee records that exist in the CAT and meet the Run Control criteria.  If no Chancellor's Discretionary increase has been entered, this field will appear blank.  If Include Additional Adjustments has been checked, this field will be blank for AAP positions.
Chancellor's
Discretionary %
The comprate change percentage associated with the Action Reason Chancellor's Discretionary from the CAT for employee for employee records that exist in the CAT and meet the Run Control criteria.  If no Chancellor's Discretionary increase has been entered, this field will appear blank.  If Include Additional Adjustments has been checked, this field will be blank for AAP positions.
Final Comprate


The UW_CAT_COMPRATE field plus all increases from the CAT (UW_CAT_COMPRATE + UW_CAT_CHANGE_AMT) for all employee records that exist in the CAT and meet the Run Control criteria.  If no non-merit increases have been entered, this field will appear blank.  If Include Additional Adjustments has been checked, this field will be blank for AAP positions.
Adjusted Base
Salary (Based on
Planned FTE)
Derived Adjusted Base Salary based on Base CAT compensation rate, entered increases, and FTE (UW_CAT_COMPRATE + UW_CAT_CHANGE_AMT) * Planned FTE


GLBU

For CAT jobs, the GLBU of this Employee Record from the Account Code in the CAT.  If Include Additional Adjustments has been checked, the GLBU of this position from the Account Code in the AAP will be reflected.
Fund
For CAT jobs, this will pull the Fund of this Employee Record from the Account Code in the CAT.   If Include Additional Adjustments has been checked, the Fund of this position from the Account Code in the AAP will be reflected.
DeptID
For CAT jobs, this will pull the Department ID of this Employee Record from the Account Code in the CAT.  If Include Additional Adjustments has been checked, the DeptID of this position from the Account Code in the AAP will be reflected.
Program
For CAT jobs, this will pull the Program of this Employee Record from the Account Code in the CAT.  If Include Additional Adjustments has been checked, the Program of this position from the Account Code in the AAP will be reflected.
ProjectIDFor CAT jobs, this will pull the Project ID of this Employee Record from the Account Code in the CAT.  If Include Additional Adjustments has been checked, this field will be blank for AAP positions.
Distribution %
For CAT jobs, this will pull the Distribution percentage of the second funding split of the Employee Record that has an error from the CAT.  If Include Additional Adjustments is checked, this field will be blank for AAP positions.
Budgeted Amount
for CAT jobs, this will pull the Budgeted Amount of the second funding split of the Employee Record that has an error from the CAT.  If Include Additional Adjustments is checked, it will pull the final Budgeted Amount from the AAP.
Budgeted FTE
For CAT jobs, this will pull the Budgeted FTE of the second funding split of the Employee Record that has an error from the CAT.  If Include Additional Adjustments is checked, it will pull the FTE from the AAP (if that field is populated).
CommentsThis is the Comments field for CAT jobs.  It will pull the description field for Vacant/Budget Adj positions from the AAP.

*NOTE:  This will repeat Fund, DeptID, Program and Project ID for all funding splits this Empl_ID / Empl_Rcd combination has.  If Include Additional Adjustments is checked, Vacant and Budget Adjustment positions will only have one funding string.



ADDITIONAL RESOURCES:

Related KBs:

Related Links:



    Keywords:Positions reports Compensation Administration Tool Admin Fiscal Year Budget Budgeting   Doc ID:60535
    Owner:Chris L.Group:Human Resource System (HRS)
    Created:2016-02-06 17:38 CSTUpdated:2017-03-06 15:38 CST
    Sites:Human Resource System (HRS)
    Feedback:  0   0