Content Comparison

Welcome to the Employee Analytics Community of Practice!

Both Cognos,Tableau and other tool users are invited. This Community of Practice is a great place to get your questions answered and see real examples of how employee data is used at UCSD.

Monthly meetings: By invite only, must have access to EAH.  Email busintel@ucsd.edu for an invite.

Having issues?  email busintel@ucsd.edu with URL information and screenshots

Burning Question? Chat with data experts on Teams > UCSD Analytics COP > request an invitation for Employee Analytics Community of Practice

Great enhancement Ideas? Check the EAH Bugs and Enhancements In Progress page first, send anything new to busintel@ucsd.edu

Want to keep up on Employee Analytics news?  Join our mail list: https://mailman.ucsd.edu/mailman/listinfo/employeeanalytics-cop-l or watch the /wiki/spaces/EAH/overview page for announcements.

Want to see prior sessions (access required)? OneDrive > Employee Analytics CoP

EAH Access for Developers and Consumers

Helpful Links:

Looking for pre-built report from EAH?  https://reports.ucsd.edu (access required)

Want to invite other teammates to be an Employee report developer?  Send your teammate this form to request access to EAH: Employee Activity Hub Report Developer Access Request form

Looking for EAH data integration?  /wiki/spaces/AH/pages/12487881

Looking to search all the EAH views and fields?  EAH FCVs and Fields

Meeting Notes and Recordings

Time Tracking: ACOP-169

Recording: 

Time Tracking: ACOP-169

Recording: https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20210216%20Employee%20COP?csf=1&web=1&e=xx2yKf

Time Tracking: ACOP-169

Attendees:  23 people

Recording: https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20210119%20Employee%20COP?csf=1&web=1&e=gDoFyO

Time Tracking: ACOP-169

Recording:https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20201215%20Employee%20COP?csf=1&web=1&e=WYQYJh

Time Tracking:  ACOP-169

Attendees: 18 people

Recording:  https://ucsdcloud-my.sharepoint.com/:f:/g/personal/jmwhite_ucsd_edu/Eha_VEb7iTxFhiLLjgK6tA8BnTkTcYVseRfRNbSlUaomZQ?e=cHxdaf

See security updates here:  EAH Security Technical Implementation Details

reports.ucsd.edu

Items in UAT: 20201113 EAH Start UAT Release Notes

Future enhancements: EAH Bugs and Enhancements In Progress

If you do not have a report, you can use the template found here:  /wiki/spaces/AH/pages/12487881

If you have a report already built, please send us that.

Time Tracking:  ACOP-169

Attendees:  21 people

Recording: https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20201020%20Employee%20COP?csf=1&web=1&e=HmPZKH

Start in EAH-PositionFunding-View

There is no field to provide this information, it has to be calculated.

In progress:  Anna Nordeen working with ITS-BIA to create a compensation rate for employee per funding (Fin Unit, Fund, Function, Project, Task)

Requires using EAH and FINAH together.

From EAH-PositionFunding-View

• Employee ID
• Position
• Position Funding Earnings Type Code
• Position Funding CCOA Project
• Position Funding CCOA Task
• Position Funding Budget Sequence Indicator
• Position Funding Budget Sequence Number
• Job Compensation
• Job FTE
• Position Funding Distribution Percent
• Employee Status = Active
• HR Status = Active
• Position Funding AsOf Indicator = Current
• Position Funding Effective Sequence Indicator = Maximum

Still working through exceptions.  IE, over the cap amount, need to filter out blank earn codes.

This is the high-level formula that we are basing our work-in-progress derived FTE field from (Position Funding View in the EAH):

((Position Funding Distribution %/ SUM of Position Funding Distribution %)* Job FTE)

Again, there are nuances like the unused blank earn codes, effort bearing earn codes, OTC earn codes, etc that we are still working to hammer out. Hopefully we can share soon once we tie this effort out.

Goal:  build a report of faculty who were teaching summer session

Changes:  change from EAH-Workforce-View to EAH-LLSalary-View to see what has already been paid out.

Galina will follow up with Andy and Anna.

Andy:  Currently we don't bring in the additional pay into the EAH-PositionFunding-View, we have a separate EAH-AddlPayDetail-View.  Both are in the EAH-LLSalary-View for after the values are paid out.  Recommend bringing in the Position Funding Earning Type Code with history to see the rows but this will not bring in the $$.

Marcela will put in a request to join the EAH-AddlPayDetail-View with EAH-PositionFunding-View.

Adrian Petersen:   There is a known issue with Employee Original hire date data in the EAH for some employees. I spoke with Kelly Maheu and David Mandell about it. I guess it's a known, although not by many people, issue that UCI and UCLA are also aware of and have had to create work-arounds in their reports. I'm not sure if anyone else has found this as well.

It is a manual calculation inserted into the report that looks at the minimum employee original start date for that employee. The issue has only been identified so far with Summer Session job code appointments.  So the primary job code has the correct date but the summer session appointment does not.  I've only noticed this with Summer Session Faculty job codes so far.

Time Tracking: ACOP-169

Recording: https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20200818%20Employee%20COP?csf=1&web=1&e=HvQKtV

Time Tracking:  ACOP-169

Recording:

CTO and Employee Class

Employee Class

• You can email UCPathreports@ucsd.edu to request an enhancement to any of the HR/Payroll reports found on reports.ucsd.edu and cc David Mandell and Brian Lorentz.  If HR/Payroll decides the enhancement works for the entire campus then the report will be updated.  If not, HR/Payroll can share the report with you via Cognos DEV > Business User Development > Communities of Practice Shared Development
• In general, the report owner will need to share a report with you.  Access is not automatically give for all developers to make copies of other developer's reports.

Brian Lorentz = payroll does more of that than HR does.

Shiela Carlson = Will follow up with Nini and Pearl.

How can we show all campus vs department?

Sarah:  yes, submit a ticket to busintel@ucsd.edu and we can create calculated fields for the entire campus that would be the denominator for % calculations and would remain the same separate from security.

Time Tracking:  ACOP-169

Recording: https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20200714%20Employee%20COP?csf=1&web=1&e=fzwFJF

• Cognos Filters, grouping and distinct explained and demonstrated

Time Tracking:  ACOP-169

Recording: https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20200707%20Employee%20COP?csf=1&web=1&e=pOUEWq

• BIA has been requested to implement security on EAH such that only UCPath Transactors will be able to see UCPath data for what they are transacting upon
• All others will need to fill out the UCPath Cognos Reports Access Request and specify the data they need
• BIA will implement the new security into Hana QA, Tableau QA and Cognos DEV
• You will have a week to test the new security before BIA moves it into Hana PROD, Tableau Prod, Cognos QA and Cognos PROD
• You will also have this time to request additional access to UCPath data via EAH

• Will I be able to see people who are not 100% in my department?
• Answer = Yes.  If a person is in your requested area, even at less then 10%, you will see all of their positions and jobs as part of your requested data.
• When will the form be ready?
• Answer = The form will be ready by the end of the week, right now the UCPathReports team is adding some text to make instructions more clear.
• When will prod be updated?
• Answer = One week after we implement the new security into Hana QA, Tableau QA and Cognos DEV.
• What if we need access to everything?
• Answer = You can fill out the UCPath Cognos Reports Access Request and request 'University' access
• What about when using blended data?
• Answer = If you use EAH in your report the type of join you use in your report will drive what the consumer will see.  If you use an inner join then the user will only see data based on their approved UCPath data.  If the consumer has no access to UCPath then they will see nothing in your report.  If you use a left/right join or outer join the consumer will see their UCPath approved data + all of the other activity hub.  If the consumer has no access to UCPath then they will see blank data in the EAH fields and only the other activity hub.
• How does this affect people who run the reports?
• Answer
• Will there be any views that do not have security applied?
• How will clients get access? 
• Answer = They will need to fill out the form or you will need to fill it out for them.
• How is the form routed?
• Answer = 1) goes to your supervisor, 2) data steward, 3) ITS for physical addition to the exception table.  Can email UCPathReports@ucsd.edu after 48 business hours to see if your request is stuck.
• What are the transaction roles?  How do I know if I am one?
• What about new hires who don't currently have access?  What forms to they fill out?
• What do report developers need to fill out?
• What do report consumers fill out?

• How will people look up salaries across campus for grant application? May be needed within 24 hours for turn around.  Consumer would need to see the title and salary in order to fill out their grant application.  Consumer would need access to all of campus.
• Answer = Consumer would need to request 'University' access via the UCPath

Security Use Case

• Department Hierarchy
• VC Area
• CCOA
• EAH-Role-View

• /wiki/spaces/AH/pages/12487881
• Work with Continuity Planning ESR Link: https://esr.ucsd.edu/about/continuity-planning/index.html

Time Tracking: ACOP-169

Recording:https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20200630%20Employee%20COP?csf=1&web=1&e=CddgaI

Time Tracking: ACOP-169

Recording: https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20200623%20Employee%20COP?csf=1&web=1&e=OHwSD5

Can you confirm that IDENTITY_EMAIL_ADDRESS is ultimately sourced from affiliates_dw.affiliates_safe_attributes.vanity_email_long?

It comes from VANITY_EMAIL_LONG, but if that's null then it uses VANITY_EMAIL_EMAIL and yes, both are from affiliates_safe_attributes

Can you talk about the new security rules coming for EAH?

• By default, users will see only the department they belong to.
• Report developers can request additional departments as an exception via a form to come soon.
• Report consumers can request additional departments as an exception via a form to come soon.
• You can request additional departments for other people if they are unable or unwilling to fill out the form
• If you see a person in the department, then you do see everything about that person, even if they work for another department at the same time

Is there a way to join EAH and SAH data?

In progress:  EAH Bugs and Enhancements In Progress

Enhancements to add Identitify fields like Student PID and Instructor PID.

Is there a source for ALL potential codes regardless of whether UCSD is currently using that code. It helps to know sometimes what codes exist as options but are not currently being used. It's the missing codes, the ones UCSD isn't currently using (if they exist).  For example Employee Class Code / Employee Code.

EAH-JobCodeSalaryPlan-View has all Job codes.

EAH-DepartmentHierarchy-View has all Departments.

EAH-Position-View has all Positions.

Would need to know what other codes you are interested in seeing.

Are there any upcoming changes to EAH?

BIA is removing fields that have been indicated as unnecessary, redundant, confusing or not being used at UCSD at this time.  This will make help focus EAH on critical fields.  Fields will be removed from the views but not from EAH, so we can bring the fields back whenever needed.

BIA is looking through reports published to Tableau QA, Tableau Prod and Cognos > Team Content to see if we have broken anyone's reports.  We cannot see what is saved to your desktop or in your Cognos > My Content area.  We don't want to break any reports so we don't want to remove something that people are using.

Will there be a document that has these duplicating fields grouped?

who should we contact if we found payroll transaction errors? in my case, faculty payroll index BIOFEXC (special index for this one non-BIO faculty) has vacation reimbursement Acct 611850, and the UCRP supplement assessment interest was much higher than the monthly charge from July to April.

Is the data coming from EAH matching UCPath?

Email UCPathReports@ucsd.edu or Shelia Carlson
smcarlson@ucsd.edu on the payroll team.

In the Column Group 'EAH LL Salary All', I am getting column 'LL_Salary_CCOA'. Could you describe each of the segments that make up this chart string?

If the following two segments are not part of the existing chart string, can you add these two or let me know how I can get to them if they already exist in the labor ledger data?:

a. --PRODUCT (Char 6) --> OFC_Task (PPM)

b. --CHARTFIELD2 (Char 10) --> OFC_FundingSource(PPM)

This was given to BIA by the FIS team but we do have a document we can share.

https://esr.ucsd.edu/projects/fis/ccoa/index.html

Send Isabella Parkingson an email if you would like access to her CCOA tool.

I actually have a quick question as a follow-up to snapshots? If we want to show who was added or let go in the month, can we use EAH?  We are currently using Job Actions.

I have another quick question - is there a way to see future hires? Our departments have grad students starting at a future date but already entered in the system, but it would be great to see them in our funding report before there start date. (Marcela Alvarez)

Time Tracking: ACOP-169

Recording: https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20200619%20Employee%20COP?csf=1&web=1&e=TLSn7B

At present in Position Funding CCOA, Task is filled with “Task Description”. When will this be filled with actual data?

Is there a timeline for including the CCOA into the views other than Position Funding View?

Is there anyone who has a project to humanize the names in the EAH fields, in a consistent manner? They are very descriptive, but also very database-like. It would be nice if we could in a standard way, come up with Alias’ that make sense.

Time Tracking: ACOP-169

Recording: https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20200612%20Employee%20COP?csf=1&web=1&e=9utrot

The Position Funding view has all the records going back for all fiscal years. To see what is the current of Position Funding, we will need the filter.

The minimum amount of filtering that will be required to return the current or top row of Position Funding view.

• Position Funding AsOf Indicator =Current
• Position Funding Budget Sequence Indicator = Maximum
• Position Funding Effective Sequence Indicator = Maximum

Create a sample report using the Position Funding Effective Sequence Indicator =Maximum as filter and include the following data fields from Position Funding View.

• Employee ID and group this data field
• Position Funding AsOf Indicator = Current and group this data field
• Position Funding Effective Sequence Number 
• Position Funding Effective Sequence Indicator = Maximum
• Position Funding Budget Sequence Number sort descending
• Position Funding Budget Sequence Indicator
• Position Funding CCOA
• Position Funding Earnings Type Code
• Position Funding Distribution Percent

The sample report is able to express distribution per earning type per UC Path.

Position Funding View - Planned position funding distribution for the future. 

LLSalaryDetail View - Actual distribution for the past.  It has the monetary amount associated with distribution and the user can summarize and formulate the actual distribution percentage that the user is looking for.  This is also the view that drives DOPES report that UC Path version has been released

Time Tracking: ACOP-169

Recording: https://ucsdcloud-my.sharepoint.com/:f:/g/personal/jmwhite_ucsd_edu/Ev-ERHH5dSVGoXP_5XSwXyYBRyDGHHaa-SypcQEQLvNGYg?e=IVLSay

Attendees:  Sarah Parnell, Andy Beecham, Dan Xu, Kathryn Brumfield, Daniel Redfern, Ari Widjaja, Chaozi Chen, Cheryl Kettnich, Chester Yao, Chun Qian, Csilla Csori, Eric Rosenzweig, Galina Belokurova, Irene Xavier, Jonathan Whitman, Karen Gerstoft, Kenny Valdivia, Kerry Knight, Kristine Kilanski, Lucie chan, Marco Hermosillo, Mark Cheney, Michael Weinfeld, Steven Higgins, Steven Machado, Sama Hosseini Porgham

What does materialized mean?

• It means that after UCOP sends us the data, BIA runs the scripts to re-organize the data into our set up tables and then we materialize (copy & paste as values) to the final FCV tables
• Steve Higgins: can we also get the date time that UCOP sends us table to see when the data leaves UCOP
• Andy: yes, we can add that

• In the meeting we check EAH-Workforce-View and EAH-PositionFunding-View but the employee examples provided were converted with an Hourly Rate of 0 so EAH was showing the same amount as seen in UCPath

• Not all positions are funded, we would need to confirm with a UCPath person that your position meets their criteria for funded
• Please email busintel@ucsd.edu so we can do more research

• When using that field you need to change the field aggregation to 'none' and include a filter for 'Position Funding AsOf Indicator'='Current', 'Position Funding Effective Sequence Indicator'='Maximum', and 'Position Funding Budget Sequence Indicator'='Maximum'

Time Tracking: ACOP-169

Recording: https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20200605%20Employee%20COP?csf=1&web=1&e=PRS7u2

Document that can see all EAH fields in all EAH views at once

• The document link is at /wiki/spaces/AH/pages/12487881. The user can scroll down to the "Employee Activity Hub FCVs and Fields" to use a link that is titled “How to see all EAH fields in all EAH views at once”
• The Employee Activity Hub FCVs and Fields link is also available at the Employee Community of Practice collab page at Analytics Community of Practice (ACP) Home
• This link "Employee Activity Hub FCVs and Fields" is to show every view in EAH for every data field. Please note that this package as shown on the above link has no pre-joins to it so user should not build report from it.  This is a useful resource to search data fields within EAH views. Please follow the instruction on collab page on how to search the data fields in EAH views.

UC Path reports can be found at https://reports.ucsd.edu

Ask user to email UCPathreports@ucsd.edu for more information

EAH Enhancements in Progress lini is at EAH Bugs and Enhancements In Progress  We try to transparent on what we are working on and customer can provide us with the feedbacks.

Please email EAH Enhancements Request to busintel@uccsd.edu and the BIA team will contact you to gather requirements and screenshots.

Time Tracking: ACOP-169

Recording: https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20200603%20Employee%20COP?csf=1&web=1&e=QDB3TL

Time Tracking: ACOP-169

Recording:https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20200514%20Employee%20COP?csf=1&web=1&e=M3W8LX

Time Tracking: ACOP-169

Recording:https://ucsdcloud-my.sharepoint.com/:f:/r/personal/jmwhite_ucsd_edu/Documents/ITS%20BIA/Community%20of%20Practice/Employee%20Analytics%20CoP/20200514%20Employee%20COP?csf=1&web=1&e=M3W8LX

• /wiki/spaces/EAH/overview
• Employee Activity Hub Report Developer Access Request form
• /wiki/spaces/AH/pages/12487881
• /wiki/spaces/ACP/pages/11175625

• EAH Workforce or EAH Accrual Hours

• They will be labeled 'CCOA' and are found in the 'Labor Ledger' or 'LL' views.  We've just added a default CCOA fields to Workforce which will be available in most views.

• Monica Gudea: The ps_valid_combo_tbl is the UCPath tableau that has all the FAU's with combocode.
• The ps_valid_combo_tbl is no currently in EAH.
• EAH-PositionFunding-View has the Combo Code
• Are you looking for the combo codes separate from the employee?
• Patti Camancho = Combo codes separate from Funding.
• Resolution: Andy will log this as a future enhancement for Combo Code with no Person.

Is the distribution data part of EAH Position Funding Basic column grouping?

• yes

Is the Identity_Key field supposed to be one to one with Employee ID ?

• No.  We are receiving duplicates from the Affiliates table but we hope to have most of that resolved as of tonight's run.

should the column group: EAH.Identity_Demographics just have the most recent record or will it have history as well?

• No history but we are receiving duplicates from the Affiliates table but we hope to have most of that resolved as of tonight's run.  We're working with that team to identify which duplicate rows can be removed.

Time Tracking: ACOP-169

Recording: https://ucsdcloud-my.sharepoint.com/:f:/g/personal/jmwhite_ucsd_edu/EhDi3-ehCtJCg8ZWgX81U1cBuY8VLmOR30D5s473KLKQHw?e=kH64qZ

• /wiki/spaces/EAH/overview
• Employee Activity Hub Report Developer Access Request form
• /wiki/spaces/AH/pages/12487881
• /wiki/spaces/ACP/pages/11175625

• Hana-Prod and Hana-QA will not match.  Hana-QA is Delta test data and there is more data here.  Hana-Prod is a small set of UCOP data.
• Can test Hana-Prod vs PPS, but will be very blank in Hana-Prod.
• Can test Hana-Prod vs DDODS, but will be very blank in Hana-Prod and not a lot of people have access to

• Check the Where clause, if the field name changed then you won't get an error, you will only get blank data.
• Check the Where clause, if the field name does not exist in EAH then you won't get an error, you will only get blank data.
• If you are looking at Hana-Prod there will be a lot of blank data.

• Search Cognos
• Post to Slack

• Check EAH-PositionFunding-View, you will see the Oracle funding

• Person's job, not Funding

Time Tracking: ACOP-169

Miss an Employee Analytics CoP Meeting?

Find notes and recordings here:  /wiki/spaces/ACP/pages/11175054