GFSU will indicate the IA Title Codes needed 

Done

IA title codes eligible for remission: 001506, 002310, 002850, 002860

(For more info, see Types of Academic Student Employees; Student Academic Title Pay Rates)

Add the title codes for Instructional Assistants to the report. Title Codes are sourced from UC Path

@Guntupalli, Bhavya

Done

Confirm rate amounts only appear for GSR positions as determined by the existing GSR title Codes. The report should already be doing this. The IA codes should a have a zero rate associated with them.

Note that the addition of IA titles codes should be used to determine which students reached the 50% employment level in order to receive fee remission. However, this report will only need to determine the GSR portion of the fee remission rate.

@Guntupalli, Bhavya 

I believe that that the IA title codes creating remission entries simply need to be setup at a zero rate for this requirement. They will show up as a line of data in the report. 

GFSU will provide at least 3 test cases w/student PIDs with the following scenarios with expected outputs:

Student has only GSR employment > 50%

Student has only  IA  employment > 50%

Student has a combination of IA + GSR employment  > 50%

@Tiffany Swiderski @Courtney Aguila @Van Etten, Hannah 

GFSU will provide the new rates for 2022

Done (provisional rates posted in Teams chat)

Update the pooled rates so that the report is using rates for the current year 2022

@Guntupalli, Bhavya 

Incorporate Eligibility Field?

Set row limit on Excel export to "unlimited"

@Guntupalli, Bhavya 

Currently Salary Detail and MCI pages are limited to 1000 rows per spreadsheet tab upon download. Bhavya is checking with Sara on if there's any way to preserve report performance and eliminate the export row limit. 

Freeze header row (field names)

@Guntupalli, Bhavya 

Report Validation

@Tiffany Swiderski @Courtney Aguila @Van Etten, Hannah 

Meeting notes moved to:

@Van Etten, Hannah , separately, to provide list of requested enhancements to 1a MCI and SalaryDetails pages

Implement a data module that will allow for linking of AR , LL Salary, and Student Demographics data

@Guntupalli, Bhavya Working with Jim Ybarra

After our last meeting with Judy White and BI team we understood that it would be possible to create a data module that would allow for the linking of the various packages needed

Create a Calculated field  -Term Code field based on the date range that LL Pay Period End Date  

@Guntupalli, Bhavya 

Terms:

10/1 - 12/31 (FA)

1/1 - 3/31 (WI)

4/1-6/30 (SP)

Create a join between AR Data and LL Salary data using the Term Code (mentioned above) and PID

@Guntupalli, Bhavya 

Add the TERM_CODE and APPLY_AMT  field to the Report

@Guntupalli, Bhavya 

The APPLY_AMT should be a SUM by Student and Term Code. The Mock data has been updated to show expected results.

GMAH and GMAJ filters for code

Create an additional join to Student Demographics package using the student PID

@Guntupalli, Bhavya 

Graduate Primary Major Department Current

Using the Student Demographic data, add the student's Department to the report 

@Guntupalli, Bhavya 

Research Changes in Dept per Term

@Del Frate, Carlo 

Per Jonathan Wai, Alfredo has been reporting on changes in Degree. May take some more research to see how to track this.

Implement Calculated Field - Proportional Split =   

=ROUND(M11*W11, 4)

LL Job FTE * GSRTF Rate Factor      rounded to four decimals

@Guntupalli, Bhavya 

Implement Calculated Field - IA Rate = 

=M11/SUM($M$11,$M$13,$M$15)*AF11

(LL Job FTE/ (Sum of LL Job FTE where the LL Job Code is in (TA Title Codes  001506, 002310, 002850, 002860) for the given Term ) )* Proportional Split

@Guntupalli, Bhavya @Tiffany Swiderski 

@Van Etten, Hannah @Courtney Aguila 

CDF- This one is a little bit tricky but we must have done the same thing on the 1a report for GSRs. Basically I think the point of this is to add up the total amount of employment the student has performed as a TA for a given Term. I believe this was using the Job Title Codes as filter for the TA Code types. Then for the particular appointment on the individual report line, figure out how much remission should be charged based on what percentage of employment that amount represents.

Implement Calculated Field - IA Remission = 

=AE11*AG11

APPLY_AMT *  IA Rate

@Guntupalli, Bhavya 

Implement Calculated Field -