202311 EAH Release Notes

Owned by Saparnell
Nov 02, 2023

Hello EAH Developers - The below enhancements are included in this month's EAH Release.

Keep up with our future enhancements here: EAH Bugs and Enhancements In Progress

Learn more about the Employee Activity Hub in the EAH Quick Start Guides.

Table of Contents


Schedule

  • Thursday, November 2, end of day: release enhancements to User Acceptance Testing

  • Thursday, November 9, end of day: release enhancement to Production

  • Friday, November 10, UCSD holiday

  • Monday, November 13, end of day: delete QA models


Thank You Report Developers!

Special thanks to the report developers who submitted enhancement requests. 

  • Matt Frankos
  • Yumiko Iwai
  • David Mandell
  • Heather Sears
  • Eva Thiveos


New View: EAH-SystemRole-View

In conjunction with the UCPath Reporting Team, BIA is excited to release the EAH-SystemRole-View.  This new view is a combination of limited EAH-Workforce-View fields and role information from UCPath and Oracle Financials Cloud.  This view can be used to determine what role an employee has within UCPath and Oracle Financials Cloud.  Roles from other data sources are expected to be added in the future.  This view will remain in UAT for a month and go to production in December.

Epic:   EAHE-2654 - Getting issue details... STATUS

SNOW tickets addressed: CSTASK0028213

Unique fields include:

  • Purchasing Authority
  • Purchasing Authority Code
  • Purchasing Authority Code And Name
  • Role Access Level
  • Role Access Level Code
  • Role Business Area
  • Role Person Display Name
  • Role Person First Name
  • Role Person ID
  • Role Person Last Name
  • Role Person Middle Name
  • Role Person Name
  • Role Source
  • Role Source Code
  • Role System Function
  • Role System Function Code
  • User Account Locked Count
  • User Account Locked Flag
  • User ID
  • User Role
  • User Role Code
  • User Role Code And Name


View Your Requested Enhancements

Items marked with an asterisk (*) are report breaking enhancements if you have these fields in your report.

EAH-EmployeeDemographics-View

Epic:   EAHE-3024 - Getting issue details... STATUS

SNOW ticket(s) addressed:  CS1735719

Added the following new fields:

  • Person Profile Oath Acknowledgement Date Current
  • Person Profile Patent Acknowledgement Count Current
  • Person Profile Patent Acknowledgement Date Current
  • Person Profile Patent Acknowledgement Flag Current
  • Person Profile Patent Acknowledgement Self Service Count Current
  • Person Profile Patent Acknowledgement Self Service Flag Current
  • Person Profile Patent Amendment Date Current

EAH-PayrollProjectionPerMonth-View

Epic:   EAHE-2768 - Getting issue details... STATUS

SNOW ticket(s) addressed:  CSTASK0028415, CS1534005

NOTE: These enhancements will stay in UAT for 1 month to allow for additional validation and go to production in December.

Updated the following logic:

GSR Projection Changes:

Project on the GSR-NO REM position in July-September, regardless of status, ignoring job end date.  

  • Look at GSR-NO REM job title code
  • Look at 'Active' and 'Short Work Break' status
  • Honor 'current' status for current period, 
  • Project in Future period (July - Sep next FY) based on data found during October - June

 Project on the other GSR position October-June, regardless of status, ignoring job end date.

  • Look at the other list of GSR job titles (in the pdf doc)
  • Project October through June
  • Look at 'Active' and 'Short Work Break' status

Avoid projecting on more than one GSR position the same month.

July - September should ONLY be projecting GSR-NO REM

October - June should ONLY be projecting GSR

GSR Job Titles:  
003262
003263
003264
003284
003285
003286
003287

GSR NO Rem Job Title: 003266

Why: Create future projections for GSR jobs into future period(s) when current Employee Status is 'Short Work Break'. Avoid concurrent projections when employees have both GSR and GSR no rem jobs.

TA Projection Changes

What:

  • Project TA Tuition Remission 3x per year: Months 12, 3 and 6
  • Include Job Codes in selection list:
    001506
    002850
    002310
    002860 
  • Create new Projections on Account 50818 (same as GSR projection)
  • Projection amount per period = 5969.33
  • Prorate amount by FTE and Position Funding Distribution Percentage
    • a 'Full' TA FTE = .5
    • Set maximum FTE to .5 if FTE > .5

Why: Create additional projections to improve accuracy of projections.

Vacation Leave Assessment (VLA) Projections

  • Create New Projections on Account 508300
  • For an employee workforce record, assign the related "Employee Group" for each Workforce "Eligibility Group"
  • Valid groups are: 1, 2, 3
  • For Each "Employee Group",  Determine the "Vacation Leave Assessment Rate"
  • Vacation =  salary times rate, prorated by Funding Distribution Percentage

Additional details: How to Understand Vacation Accounting Transactions in UCPath

Why: Create additional projections to improve accuracy of projections.

EAH-PositionFunding-View

Epic:   EAHE-3021 - Getting issue details... STATUS

SNOW ticket(s) addressed:  CSTASK0031091

Added the following new fields:

  • Employee Group
  • Employee Group Code
  • Payroll Projection Earnings Type Code
  • Vacation Leave Assessment Expense Account Code
  • Vacation Leave Assessment Rate

EAH-Workforce-View,  EAH-WorkforceAllRows-View & EAH-WorkforceRestricted-View

Epic:   EAHE-3017 - Getting issue details... STATUS

SNOW ticket(s) addressed:  CS1739155, CS1735719

Added the following new fields:

  • Employee Group
  • Employee Group Code
  • Person Profile Oath Acknowledgement Date AsOf
  • Person Profile Oath Acknowledgement Date Current
  • Person Profile Patent Acknowledgement Count AsOf
  • Person Profile Patent Acknowledgement Count Current
  • Person Profile Patent Acknowledgement Date AsOf
  • Person Profile Patent Acknowledgement Date Current
  • Person Profile Patent Acknowledgement Flag AsOf
  • Person Profile Patent Acknowledgement Flag Current
  • Person Profile Patent Acknowledgement Self Service Count AsOf
  • Person Profile Patent Acknowledgement Self Service Count Current
  • Person Profile Patent Acknowledgement Self Service Flag AsOf
  • Person Profile Patent Acknowledgement Self Service Flag Current
  • Person Profile Patent Amendment Date AsOf
  • Person Profile Patent Amendment Date Current
  • Short Work Break End Date
  • Short Work Break Start Date
  • Short Work Break Type
  • Short Work Break Type Code

EAH-WorkforceRestrictedPerMonth-View & EAH-WorkforceRestrictedPerMonthSnapshot-View

Epic:   EAHE-3017 - Getting issue details... STATUS

SNOW ticket(s) addressed:  CS1739155, CS1735719

Added the following new fields:

  • Employee Group
  • Employee Group Code
  • Person Profile Oath Acknowledgement Date
  • Person Profile Patent Acknowledgement Count
  • Person Profile Patent Acknowledgement Date
  • Person Profile Patent Acknowledgement Flag
  • Person Profile Patent Acknowledgement Self Service Count
  • Person Profile Patent Acknowledgement Self Service Flag
  • Person Profile Patent Amendment Date
  • Short Work Break End Date
  • Short Work Break Start Date
  • Short Work Break Type
  • Short Work Break Type Code


UAT - Customer Service Reminder

Data in UAT is not ready to be shared with end customers, is not considered completely validated and can change suddenly.  For optimal customer satisfaction, do not connect your production solutions to packages / data sources that are in UAT.  If you choose to share UAT items with end customer, be explicit that the data and report is in UAT and can change suddenly or be broken by UAT changes.

A duty cycle has been implemented for Hana QA.  During this time, Hana QA will not be available.  Please schedule your UAT work around this duty cycle.

  • Hana QA will not be available from 7pm-5am nightly
  • Hana QA will not be available Saturday and Sunday
  • Data loads will occur from 5am-10am on weekdays

Follow our Enhancement User Acceptance Testing (UAT) Steps

Use this UAT time to adjust your reports as needed prior to the Production release where your customers will be able to see any issues these enhancements cause. 
  • Cognos: Use the packages in Cognos DEV > Student Activity Hub > Student Activity Hub Packages UAT to build your report and select Hana QA.  Do not select Hana Prod as the report will fail.  Using Hana QA will allow you to see the below enhancements with Production data. 
  • Tableau: Sign into Tableau on your Tableau desktop tool and open your report.  Add a new data source with the same name and -QA at the end of the title.  Using this data source will allow you to see the below enhancements with Production data.
  • Hana QA:  SAH data in Hana QA is production data loaded daily, just like in Hana PROD.

If you find an issue, please include in your email to busintel@ucsd.edu the following:

  • What browser are you using?
  • What environment are you using?  Cognos DEV, QA or PROD?  Or Tableau?
  • What data source / package are you using?
  • What results were you expecting? 

Reminder: QA data sources will be deleted the Friday after the enhancements are migrated to Production.