HR Employee Administration and PositionJob Hierarchy Universe User Acceptance Testing UAT

1
HR Employee Administration and Position-Job
Hierarchy Universe User Acceptance Testing(UAT)
November 2003
2
Introductions
3
About Todays Session

• Background
• Business Objects training (WebIntelligence or
  5i) covers the report writing tool
• Covered Today
• User Acceptance Test Process
• Data Warehouse Data Education
• Hands-on Sample Cases
• QA
• Not Covered
• Tool Training
• Business Objects InfoView/EDDIE,
  WebIntelligence, Business Objects 5i
• SAS, Crystal Reporting, etc.
• How to connect via ODBC connection
• Operational processes and using Banner
• UI-Integrate standard reports
• HR Standard Reports

4
Agenda

• User Acceptance Testing Process
• HR Universe Data Education
• Test Cases
• Gathering Results
• QA

5

• User Acceptance Testing (UAT)
• One of several kinds of testing that Decision
  Support does before deploying a new set of
  information in the Data Warehouse
• Users review beta products (i.e., not in
  production but 90-95 fully developed)
• A representative sample of users provide their
  opinions about the product in these areas
• How well does the product meet their data needs?
• How easy is the product to use?
• How well does the product explain itself?
• Will they continue to use the product once it is
  deployed?

6
Testing Commitments

• Decision Supports education commitment to its
  UAT Testers
• Provide you the information necessary to use the
  products
• Be a resource for testers during the testing
  process
• Provide a stable and consistent environment to
  test in. Will not modify the product during
  testing
• Will provide structured questions to direct the
  review process
• UAT Testers commitment to Decision Support
• Participate in the full UAT session
• Provide frank, constructive, formal feedback
  about all parts of the process, including the
  Data Education
• Schedule sufficient time in their calendar to
  allow for significant product testing during the
  testing period. Testers will try to answer their
  own business questions while testing.

7
UAT Process

• During the UAT Session
• DS provides Data Education
• DS provides testing scenarios
• Testers execute scenarios and provide feedback
• During the following week
• Testers continue to test the Universes
• One week after the UAT session, the testers send
  their additional feedback to the DS HR Response
  distribution list
• Decision Support reviews all feedback and
  prioritizes feedback for inclusion in subsequent
  releases
• IMPORTANT If feedback is received within one
  week, we will be able to consider acting on it
  prior to go-live.

8
UAT Process (cont.)

• Testers may continue to test through Friday,
  December 19.
• Please be aware that the environment may be
  unstable as we make final changes prior to
  go-live.
• Due to the tight deadlines, we might not be able
  to implement all of the feedback prior to
  go-live.
• Decision Support has a release management
  process for incorporating UAT findings as well
  as other user feedback into regular news releases.

Release Management Process refers to the
Decision Support process to gather, prioritize,
act on user feedback (bugs, issues, problems,
suggestions, etc.) and to bundle all improvements
into regularly planned documented releases.
9
UAT Process (cont.)

• Although DS only recently finalized the security
  approach for the HR\Pay Increment, we have not
  had time to implement it. UATers will be able to
  see all available data in the Universes.
• HR data is considered sensitive data. As we
  currently do not have any security, the data has
  been scrambled.
• DS will notify the UATers once the security has
  been implemented.
• Please rerun your reports once security has been
  implemented.

10
Reporting Problems During UAT

• When you believe something is not working or you
  encounter error messages
• Please send an email to the DS HR Response
  distribution list.
• When you report problems, be sure to include
• Your contact information
• What universe youre using
• What objects youre using and
• As exactly as possible, any error messages

11
HR Universe Data Education
12
Ground Rules

• This stuff can be a little dry

• Pop Quiz!
• Were requiring data education before we grant
  access
• Ill ask simple questions as we go along

• Please jump in with questions at any time!

13
Terms Concepts

• Data Warehouse
• Data Warehouses combine data from operational
  sources to support reporting and analysis. Data
  Warehouses do not create or originate data.
• Data Product
• A generic term for any of the various types of
  data structures that Decision Support provides in
  the Data Warehouse. For example a data mart or
  a Universe is a data product.

14
Terms Concepts - Continued

• EDW Enterprise Data Warehouse
• A specific data product part of the Data
  Warehouse. It refers to
• the purest, largest collection of data
• the bottom layer of data
• the most granular level of data
• is read only
• Data from Banner is currently extracted daily,
  transformed, and loaded into a homogenous
  database.

15
What is the EDW (Enterprise Data Warehouse)
Simplified

• Think of the EDW as
• Hundreds of grids of data (like Excel
  spreadsheets)
• Potentially gathered from a variety of source
  systems (like Banner, HRR, PHD)
• Collected (extracted) at the end of each day
• Arranged (transformed) in a way that will be
  usable for the maximum number of reporting
  purposes
• Copied (loaded) into a central place (warehouse)

16
Pop Quiz!

• The Data Warehouse
• A) is read only
• B) is for auditing Banner
• C) includes everything in Banner

• Decision Support
• A) is a part of AITS
• B) will write my reports for me
• C) supports analytical reporting

17
What is Metadata?

• Metadata means data about data think of these
  as reference materials. Metadata encompasses what
  we have called documentation in the past - and
  more!
• Some examples of Metadata are
• Data dictionary
• Source to Target mappings
• Usage notes
• Logical physical data models

18
Why do I need Metadata?

• Metadata will help you
• Find data you are seeking
• Which universe it is located in
• Name of a field
• Consistently define the data
• Know where the data comes from
• Define the technical structure of the data
• Is it text or numeric
• How long is the field
• Provide Tips Tricks for appropriate data usage

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www.ds.uillinois.edu
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Metadata

• Universe Definitionswww.ds.uillinois.edu
• How Universe Objects relate to Physical Tables
  and Columns
• Data Dictionary--
• Definitions for all of the tables in the
  Warehouse
• Includes column names and descriptions, table
  keys, etc.
• Useful for finding out more about a specific
  table or column
• Shows source in the EDW for data mart tables and
  columns
• Uses physical table and column names
• Useful for tracking data back to the source

21
Metadata

• Logical Data Model
• High-level business view of the data
• Shows the tables and views with business names
• Useful for determining what data is available
• Physical Data Model
• Representation of physical tables and views in
  database
• Physical table names are used
• Key reference when writing queries directly
  against the database

22
Metadata

• Source-to-Target Mappings
• Show each table and column in EDW and indicate
  the table and column in the source system
• Usage Notes
• Background about the environment and general info
• Refresh rates
• Table joins
• History tracking
• How deleted data is handled
• Use of indexes in the EDW
• Data access summary
• Data groupings

23
Other Useful Information
24
Pop Quiz!

• Metadata is
• A) a very large volume of data
• B) only for very technical users
• C) documentation about data

• Source-to-Target Mappings
• A) indicates the location of the data in the
  source system
• B) shows how to find data in the DW
• C) gives the exact Banner form where information
  in the Universe came from

25
(No Transcript)
26
Universe Overview
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HR/Pay Top Requirements
Leave Tracking
Leave Tracking Ability to monitor accrued leave
balances, leave taken, non-accruable leave, FMLA
usage, by employee or position, and sabbatical
Position Analysis
Position Analysis Analysis of open positions,
filled positions, contract dates, position class
codes, salary group codes, begin and end dates,
location, skill, and work schedule
Union Civil Service Administration
Union Civil Service Administration Analysis of
positions and jobs, related to union contract
agreements, dates, position class codes, salary
grades, occupation codes, location, skill, EEO
codes, and work schedules
Whole Employee View
Whole Employee View A summary of the employee
including all jobs, chart of accounts,
appointment percent, salary, rate, tenure
EEO Reporting Analysis
EEO Reporting Analysis Reporting and analysis
to support monitoring and planning for EEO
compliance
28
HR/Pay Top Requirements
Payroll Obligations
Payroll Obligations Analysis of payroll
obligations less payroll expenses by account by
person by pay period
Gross Payroll Analysis
Gross Payroll Analysis Analysis of payroll
dollars per person per account
Hours Worked Analysis
Hours Worked Analysis Analysis of the total
regular and overtime hours worked by an employee
by time period (pay period, month, year, etc.)
Payroll by Grant, Project, Activity
Payroll by Grant, Project, Activity Analysis of
payroll expense for a work activity or funding
source total cost of deductions by type
Labor Distribution
Labor Distribution Reporting of headcount and/or
FTE employees paid from a selected C-FOAPAL, by
organization, department, employee class or
position class
29
HR/Pay Top Requirements
Payroll Post-Calc View
Payroll Post-Calc View Reporting on an employee
from a virtual frozen snapshot after each
payroll run will have the functionality of a
snapshot example use is for adjustment
calculations
Benefit Analysis
Benefit Analysis Count or list of employees with
a specified deduction code total cost of
deductions by type
Pay Composition
Pay Composition Analysis of the elements that
make up payroll expense, for example, salary to
benefits analysis, and dollars paid by employee
class or position class
Notice of Appointment
Notice of Appointment Reporting regarding new
and renewed appointments (some requirements
covered by UI-Integrate and HR Reporting
Transition Team reports)
And many other types of analyses as well!
30
Planned HR/Pay Universes at Go-Live
Whole Employee View
HR Report Specifications
EEO Reporting Analysis
Position Analysis
Leave Tracking
Union Civil Service Administration
Notice of Appointment
31
Planned HR/Pay Universes at Go-Live
Payroll Obligations
Labor Distribution
Gross Payroll Analysis
Payroll Post-Calc View
Hours Worked Analysis
Pay Composition
Payroll by Grant, Project, Activity
Benefit Analysis
32
Universe General Structure

• All four Universes are designed similarly
• Position
• Job
• Employee
• Leave
• Payroll
• Universe Specific Information
• The amount of information found under each of
  the above Classes is not same in each Universe.
  Depending on what type of reporting the Universe
  was designed for, will determine how much
  information is in each Class.
• It will sometimes be possible to write the same
  report out of different Universes.

33
Universes General Structure

• All four Universes are designed similarly
• Position
• An approved budgeted slot for which employees can
  be recruited and hired
• Position Attribute information is found here
• Job
• Most synonymous to current Appointment Line. Jobs
  occur in Banner when a person is placed in a
  budgeted position
• Job Attribute information is found here
• Employee
• A person who is paid by the University
• Employee Attribute information is found here
• Leave
• Payroll
• Universe Specific Information

34
Universes General Structure

• All four Universes are designed similarly
• Position
• Job
• Employee
• Leave
• Time away from the University
• Vacation, Sick, Jury Duty, etc.
• Payroll
• The process of paying the employees
• Who was paid how much from which accounts
• Universe Specific Information
• Information only found in that particular Universe

35
Benefits Administration (BA) Universe

• Users will be able count or list employees with a
  specified deduction code
• Users will be able to identify total cost of
  deductions by type
• Access to this Universe will be limited

36
Benefits Administration Universe
In all DS HR\Pay Universes
Information only in the Benefits Administration
Universe
The Benefits class has information around benefit
coverage, deduction set up amounts and who is
covered.
37
Pop Quiz!

• I can get the following information from the
  Benefits Administration Universe, except
• A) Gross and Net Salary amounts for all employees
• B) A count or list of employees with a specified
  deduction code
• C) Total cost of deductions by type

38
Employee Administration (EA) Universe

• Users will be able to create a summary of the
  employee including all jobs, chart of accounts,
  FTE, salary, rate, and tenure
• Users will be able to do reporting and analysis
  to support monitoring and planning for EEO
  compliance
• Users will have the ability to monitor accrued
  leave balances, leave taken, non-accruable leave,
  FMLA usage, by employee or position, and
  sabbatical

39
Employee Administration Universe
In all DS HR\Pay Universes
Information only in the Employee Administration
Universe
The Faculty Class has information around Faculty
Rank and Tenure information.
40
Employee Administration Universe
This information is self reported in NESSIE. Use
at your own risk.
41
Pop Quiz!

• I can get the following information from the
  Employment Administration Universe, except
• A) Users will be able to create a summary of the
  employee including all jobs, chart of accounts,
  FTE, salary, rate, and tenure
• B) Users will have the ability to identify total
  cost of deductions by type
• C) Ability to monitor accrued leave balances,
  leave taken, non-accruable leave, FMLA usage, by
  employee or position, and sabbatical

42
Position/Job Analysis (PJA) Universe

• Analysis of open positions, filled positions,
  contract dates, position class codes, salary
  group codes, begin and end dates, location,
  skill, and work schedule
• Analysis of positions and jobs related to union
  contract agreements, dates, position class codes,
  salary grades, occupation codes, location, skill,
  EEO codes, and work schedules
• Reporting regarding new and renewed jobs

43
Position Job Hierarchy Universe
In all DS HR\Pay Universes
In the Position Job Hierarchy Universe, the
Position Class and the Job Class contain more
data elements than in any other Universe.
44
Pop Quiz!

• I can get the following information from the
  Position Job Analysis Universe, except
• A) Analysis of open positions, filled positions,
  contract dates, position class codes, salary
  group codes, begin and end dates, location,
  skill, and work schedule
• B) Analysis of positions and jobs, related to
  union contract agreements, dates, position class
  codes, salary grades, occupation codes, location,
  skill, EEO codes, and work schedules
• C) Users will be able to do reporting and
  analysis to support monitoring and planning for
  EEO compliance

45
Time Attendance and Payroll (TAP) Universe

• Analysis of payroll obligations less payroll
  expenses by account by person by pay period
• Analysis of payroll dollars per person per
  account
• Analysis of the total regular and overtime hours
  worked by a nonexempt employee by time period
  (pay period, month, year, etc.)
• Analysis of payroll expense for a work activity
  or funding source total cost of deductions by
  type
• Reporting of headcount and/or FTE employees paid
  from a selected C-FOAPAL, by organization,
  department, employee class or position class

46
Time Attendance and Payroll Universe Contd

• Reporting on an employee from a specific point
  and time
• Analysis of the elements that make up payroll
  expense, for example, salary to benefits
  analysis, and dollars paid by employee class or
  position class

47
Time Attendance and Payroll Universe
In all DS HR\Pay Universes
Information only in the Time Attendance and
Payroll Universe
The Hourly Reported Time Class has the actual
time reported by employees who are paid on an
hourly basis.
48
Pop Quiz!

• I can get the following information from the Time
  Attendance and Payroll Universe, except
• A) Analysis of open positions, filled positions,
  contract dates, position class codes, salary
  group codes, begin and end dates, location,
  skill, and work schedule
• B) Reporting on an employee after each payroll
  run example use is for adjustment calculations
• C) Analysis of the elements that make up payroll
  expense, for example salary to benefits
  analysis, and dollars paid by employee class or
  position class

49
Test Cases
50
Disclaimers

• Data is scrambled, so it will not be meaningful.
• It is test data, not live data, so it might look
  a little strange.
• Current information indicators are not valid, DO
  NOT USE. We are looking at these from a EDW
  standpoint and will add them back in later.

51
Test Case 1 Department Directory
Pop Quiz!

• Which Universe should you use to create
  Department Directory?
• A) Benefits Administration
• B) Employment Administration
• C) Position Job Hierarchy
• D) Time Attendance and Payroll

52
Test Case 1 Department Directory

• Which Class should you open to create the
  Department Directory?
• A) Position
• B) Job
• C) Employee
• D) Leave
• E) Payroll
• F) Faculty

53
Test Case 2 Employee Count by Employee Class
Code for your Department
Pop Quiz!

• Which Universe should you use to count your
  employees by Employee Class Code?
• A) Benefits Administration
• B) Employment Administration
• C) Position Job Hierarchy
• D) Time Attendance and Payroll

54
Test Case 2 Employee Count by Employee Class
Code for your Department

• Which Class should you open to Employee Count by
  Employee Class Code?
• A) Position
• B) Job
• C) Employee
• D) Leave
• E) Payroll
• F) Faculty

55
Test Case 3 List Contract Information by
Position
Pop Quiz!

• Which Universe should you use to list contract
  information by job?
• A) Benefits Administration
• B) Employment Administration
• C) Position Job Hierarchy
• D) Time Attendance and Payroll

56
Test Case 3 List Contract Information by
Position

• Which Classes should you open to display contract
  information by position?
• A) Position
• B) Job
• C) Employee
• D) Leave
• E) Payroll

57
Test Case 4 Bi-weekly paid Employees vacation
earned
Pop Quiz!

• Which Universe would you use to determine
  bi-weekly paid Employees vacation earned and
  used for your Department?
• A) Benefits Administration
• B) Employment Administration
• C) Position Job Hierarchy
• D) Time Attendance and Payroll

58
Test Case 4 Bi-weekly paid Employees vacation
earned

• Which Classes should you open to determine
  bi-weekly paid Employees vacation earned?
• A) Position
• B) Job
• C) Employee
• D) Leave
• E) Payroll
• F) Faculty

59
Appendix
60
Pop Quiz Answers
61
Pop Quiz!

• The Data Warehouse
• A) is read only
• B) is for auditing Banner
• C) includes everything in Banner

• Decision Support
• A) is a part of AITS
• B) will write my reports for me
• C) supports analytical reporting

62
Pop Quiz!

• Metadata is
• A) a very large volume of data
• B) only for very technical users
• C) documentation about data

• Source-to-Target Mappings
• A) list where fields in the DW came from the
  source system
• B) shows how to find data in the DW
• C) gives the exact Banner form where information
  in the Universe came from

63
(No Transcript)
64
Pop Quiz!

• I can get the following information from the
  Benefits Administration Universe, except
• A) Gross and Net Salary amounts for all employees
• B) Users will be able count or list employees
  with a specified deduction code
• C) Users will be able to identify total cost of
  deductions by type

65
Pop Quiz!

• I can get the following information from the
  Employment Administration Universe, except
• A) Users will be able to create a summary of the
  employee including all jobs, chart of accounts,
  FTE, salary, rate, and tenure
• B) Users will be able to identify total cost of
  deductions by type
• C) Ability to monitor accrued leave balances,
  leave taken, non-accruable leave, FMLA usage, by
  employee or position, and sabbatical

66
Pop Quiz!

• I can get the following information from the
  Position Job Analysis Universe, except
• A) Analysis of open positions, filled positions,
  contract dates, position class codes, salary
  group codes, begin and end dates, location,
  skill, and work schedule
• B) Analysis of positions and jobs, related to
  union contract agreements, dates, position class
  codes, salary grades, occupation codes, location,
  skill, EEO codes, and work schedules
• C) Users will be able to do reporting and
  analysis to support monitoring and planning for
  EEO compliance

67
Pop Quiz!

• I can get the following information from the Time
  Attendance and Payroll Universe, except
• A) Analysis of open positions, filled positions,
  contract dates, position class codes, salary
  group codes, begin and end dates, location,
  skill, and work schedule
• B) Reporting on an employee from a virtual
  frozen snapshot after each payroll run will
  have the functionality of a snapshot example use
  is for adjustment calculations
• C) Analysis of the elements that make up payroll
  expense, for example salary to benefits
  analysis, and dollars paid by employee class or
  position class

68
Test Case Cheat Sheet
69
Test Case 1 Department Directory

• Objects included
• Employee name - Address Street Line 1
• Address Street Line 2 - Address Street Line 3
• Address City - Address State Code
• Zip Code - Telephone Area Code
• Telephone Number

• Conditions
• Department 'X
• Address Type Code C1
• Telephone Type Code C1
• Active Employees, Current Indicators Y

70
Test Case 2 Employee Count by Employee Class
Code for your Department
71
Test Case 2 Employee Count by Employee Class
Code for your Department
72
Test Case 3 List Contract Information by Job

• Objects included
• Employee name - Position Number
• Job Suffix - Position Title
• Job FTE - Job Civil Service Indicator
• Contract Type Code/Desc - Contract Service Begin
  Date
• Contract Service End Date - Contract Anniversary
  Date

• Conditions
• Contract Type Desc Notice of NonReappointment

73
Test Case 4 Bi-weekly paid Employees vacation
earned