Using the HRMed Report Combo Builder

This document provides a brief overview of the report Combo Builder feature of the SMPH HRMed system.

Overview

The report Combo Builder in SMPH's HRMed system is a way to combine Definitions (user-created data-driven groups of individuals) in various ways to create more complex reports.

Using Combo Builder

Accessing Combo Builder

Navigate to Combo Builder by clicking the Reports button in the Human Resources section, then clicking the Combo Builder button in the Custom section.

HRMed home page with Reports button highlighted in red circle

Reports page with Combo Builder button highlighted in red circle

Combo Builder Interface

Screenshot of Combo Builder page in HRMed

The Combo Builder uses three main sections to build reports:

  • Match ALL of the following - individuals will be included in the report if they match every selected option in this section. For example, if you selected the "Deans" and "Faculty" options, you would get a report of individuals who have both a faculty appointment and a dean appointment.
  • Match ANY of the following - individuals will be included in the report if they match any of the selected options in this section. For example, if you selected the "Deans" and "Faculty" options, you would get a report of individuals who have a faculty appointment or a dean appointment.
    • Note: This is not an "exclusive or": individuals who match both Definitions would be included.
  • Subtract from above - individuals who would otherwise be included in the report based on the selections in Match ALL and Match ANY will be excluded from the report if they match any of the selected options in this section. For example, if you selected "Faculty" in Match ALL and selected "UWMF" in Subtract, you would get a report of all individuals who have a faculty appointment and do not have any UWMF jobs.

Example uses

Dual-employed faculty

Match ALL of the following: Faculty + UW + UWMF

This report would include all individuals who have faculty titles and have a UW appointment and have a UWMF appointment. Note that not every UWMF job counts towards dual employment, so be sure to review the report for accuracy.

Preferential Ballot rosters with non-appointment relationships

Match ANY of the following: Joint Executive + Preferential Ballot Voters + Tenure

This report would include all individuals for the selected department who have a Joint Executive relationship or are in an eligible appointment or have tenure.

Exporting reports

Once you've set up the report you need, click on the Excel icon in the top right corner to download the report as an Excel spreadsheet. Exported spreadsheets contain much more information than can fit in an HRMed page.

Combo Builder page with Excel icon highlighted with red arrow

Support

Use the HRMed Support Portal for any questions, problems, or suggestions regarding HRMed.




Keywords:hr med, governance, joint, emeritus, combined, query, queries   Doc ID:116540
Owner:Nadean M.Group:SMPH Human Resources
Created:2022-02-04 18:02 CDTUpdated:2022-03-09 17:02 CDT
Sites:SMPH Human Resources
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