core-ct state of connecticut core-ct project epm hr user group meeting october 27 2004

Core-CT

STATE OF CONNECTICUTCore-CT Project

EPM HR User Group MeetingEPM HR User Group MeetingOctober 27 2004October 27 2004

Core-CT

Agenda

• Welcome Jeanne Skellett

Public Queries Update / Reminders

Reporting Table Refresh & Status Page

• EPM HR Reporting Scenarios Mary YabroskyHR Reporting Scenarios Instructions Steve Soklow

Break Out Session

Group Feedback

EPM Demonstration

• New Pay Earns Reporting Table Mary Yabrosky

• HR Security View Roger Sherman

• Questions & Discussion EPM Team

Core-CT

Public Query Reminders

EPM Super User Responsibilities

Naming Standards

Documentation

Backup & Recovery

Agency Query Specialist

Review & Remove Unused Queries

Core-CT

Public Query Reminder

• Core Delivered Queries:

• Statewide Public Queries

• Agency Public Queries

• CT_CORE_MODULE_FUNCTION_QNAME

• CT_MODULE_FUNCTION_QNAME

• CT_AGENCYACRONYM_MODULE_FUNCTION_QNAME

Public Query Naming Standards

Core-CT

System Updates

EPM Web Status Update Tool

• What is it?• Where is it located?

http://www.core-ct.state.ct.us/epm/• How do I use It?

Core-CT

Reporting Table Status

Core-CT

System Updates

Customer Requests• Position Reporting Table (CT_POSITION_TBL)

– Position End Date: CT_POSITION_END_DT• Employee Information Rpt Tbl (CT_EMPLOYEE_TBL)

– Establishment ID: ESTABID– Full/Part Time Status: FULL_PART_TIME– Regular/Temporary Status: REG_TEMP– Employee Name Prefix: NAME_PREFIX– Highest Educational Level: HIGHEST_EDUC_LVL

Core-CT

Training/EducationAffirmative Action Reporting

Breakout Sessions

Core-CT

Training/Education

Training Objective:

• Pilot New EPM Training Approach • Initiate Discussion Among Users• Gain / Reinforce Knowledge of:

– EPM Reporting Tables

– Query Tool

• Create and Demonstrate New Queries for:– Private Use

– Public Use

– Excel Pivot Tables

Core-CT

Training/Education

Breakout Sessions:

• User’s will break out into 6 Groups (Groups of 10 -15)

• Three (3) HR AA Reporting Scenarios are provided • Groups will create queries based on scenarios using Query

Template and Supporting Job Aids provided• Groups will:

– Report Results

– Build Query On-Line

– Download to Excel Pivot Table

Core-CT

Training/Education

Breakout Sessions Cont. – Tables 1 & 2

AA Scenario 1:

• CHRO is requesting a series of Affirmative Action Reports from your agency. The first report is for All Employees Hired between September 1, 2003 and August 31, 2004. Create a query from the EPM Employee Table to capture appropriate Action and Action Reason codes for this effective date range by Department.

Core-CT

Training/Education


AA Scenario 1 - Sample Results:

NameEmployee

IDDept #

Effective

DateJob Title Location Action

Reason

CodeReason

Ethnic

GroupGender

EEO

CategoryCounty

Adams, Mary 123456 XYZ50100 10/17/2003 ClerkTypist Waterbury Ctr Rehire REH Rehire White Female Admin Supp

New

Haven

Anderson, Phil 789123 XYZ50100 11/7/2003 StaiotnaryEngr NRegion Hire EMP Employ White Male Serv/Maint

New

Haven

Bass,Mike 456789 XYZ50100 8/6/2004 CaseMgr Admin Bldg Hire EMP Employ N/A Male Professnls Fairfield

Bell,Alice 123457 XYZ50100 10/3/2003

Communications

Specialist Central Office Hire EMP Employ White Female Professnls

New

Haven

Best, Allen 890123 XYZ51000 12/12/2003 LeadWorker NRegion Hire EMP Employ White Male Para-Prof

New

London

Carter,Diane 456780 XYZ50100 10/3/2003 SvcsSupvsr Administration Rehire REH Rehire White Female Para-Prof

New

Haven

Carver,Rita 123654 XYZ51000 12/26/2003 AcctsExaminer Central Office Rehire RLO

Rehire

from

layoff list

Hispani

c Female Professnls Hartford

Cutler,Cindy 678901 XYZ50100 7/9/2004 CaseMgr

Regional

Admin Hire EMP Employ White Female Professnls Fairfield

Davis,Karen 234567 XYZ50100 7/9/2004 Nurse S Region Hire EMP Employ White Female Professnls Fairfield

Drury,Art 567890 XYZ50100 10/17/2003 PersonnelMgr

Director's

Office Hire EMP Employ White Male Professnls

New

Haven

Ennis,Sharon 890123 XYZ50100 11/28/2003 LeadWorker Central Office Hire EMP Employ White Female Para-Prof

New

Haven

Core-CT

Training/Education


AA Scenario 2:

CHRO is requesting a series of Affirmative Action Reports from your agency. The second report is a count of All Active employees by Occupational Group and age bracket. Create a query off of the Employee Table on Name and EEO4 where employees are between the age of 41 – 45.

Core-CT


Training/Education

AA Scenario 2 – Sample Results:

Number, Age

41-45

Occupational

Group

14

Officials and

Administrators

133 Professionals

96 Technicians

4 Protective Service

458 Paraprofessionals

23 Office/Clerical

24 Skilled Craft

19

Service

Maintenance

Core-CT

Training/Education


AA Scenario 3:

CHRO is requesting a series of Affirmative Action Reports from your agency. The third report is a Count of all employees by Occupational Group, LMA, Ethnic Group and Gender . Create a query off of the Employee Table and count the number of Employees by County, EEO4 Category, Job Code, Department, Ethnic Group and Gender. Download to create Excel Pivot Table.

Core-CT

Training/Education


AA Scenario 3 – Sample Results

County EEO CategoryJob

CodeJob Title Location DeptID

Ethnic

GroupGender Count

Fairfield

Officials and

Administrators 9999HC CaseManager

Regional

Office A XYZ50100 White Female 3

Fairfield

Officials and

Administrators 8888HC CaseManager

Regional

Office B XYZ50100 White Male 1

Fairfield

Officials and

Administrators 5555TS

Program

Supvsr

Regional

Office A XYZ50100 Black Male 2

Fairfield

Officials and

Administrators 6666MP

PersonnelOffic

er2

Admin Bldg

Bpt XYZ50100 White Male 1

Fairfield Professionals 2222AR Accountant

Regional


Fairfield Professionals 1111HC PrgmSpec

Admin Bldg

Bpt XYZ50100 Black Male 2

Fairfield Professionals 1111HC PrgmSpec

Admin Bldg

Bpt XYZ50100 White Male 1

Fairfield Professionals 3131AR

Fiscal/Administ

rativeOfficer

Regional


Core-CT

Training/Education

Breakout Sessions Cont.

Report Results - All Scenarios

Build Query On-Line - All Scenarios

Create Excel Pivot Table – Scenario 3

Core-CT

Training/Education

Breakout Sessions cont.

Excel Pivot Table – Scenario 3

When should I use a PivotTable report?Use a PivotTable report when you want to analyze related totals, especially when you have a long list of figures to sum and you want to compare several facts about each figure. Because a PivotTable report is interactive, you can change the view of the data to see more details or calculate different summaries, such as counts or averages.

Core-CT

Name Emplid LMA EEO4 Gender Ethnic Group DeptidSmith, Jane 389489 Htd 1 F BH XYZ2300Simpson, Jessica 389490 Ltch 2 F AS XYZ2300Howard, Donald 389491 Nwh 3 F AS XYZ2300Malcolm, Mark 389492 Wndm 3 M W XYZ2300Snoop, Dog 389493 htd 2 M W XYZ2300Diddley, Bo 389494 htd 1 M W XYZ2300Crocker, Betty 389495 nwh 4 M H XYZ2300Appetit, Bon 389496 ltch 1 M B XYZ2300Green, Forest 389497 nwh 4 M B XYZ2300

MS Excel PivotTable and PivotChart Wizard Instructions:

Place cursor in first cell of data of your Excel Worksheet:

Training/Education

Core-CT

PivotTable and PivotChart Wizard:

Click Data Menu Item and select PivotTable and PivotChart Wizard Report option.

Training/Education

Core-CT

PivotTable and PivotChart Wizard Step 1:

Choose Default MS Excel database and click Next >.

Training/Education

Core-CT


Because you placed you cursor in the first cell of you data on your worksheet first, Pivot Table and Pivot Chart Wizard Step 2 – 3 window will search for all data, down and to the right, or Range: $A$1:$G$10 in this scenario. Click Next >.

Training/Education

Core-CT


Save new Pivot Table to a New Worksheet. Click Finish.

Training/Education

Core-CT

PivotTable and PivotChart Wizard. Drag and Drop Fields.

Training/Education

Core-CT

Training/Education


AA Scenario 3 – Pivot Table Sample Results

Count of Gender Ethnic Group GenderBlack Black Total Hispanic Hispanic Total White White Total Grand Total

EEO Category County Female Male Male Female MaleOfficials and Administrators Fairfield 1 1 1 2 3 4

Litchfield 1 1 1 1 2Officials and Administrators Total 1 1 1 1 2 2 4 6Professionals Fairfield 1 1 2 4 4 8 10Professionals Total 1 1 2 4 4 8 10Grand Total 1 2 3 1 1 6 6 12 16

Core-CT

Training/Education

Breakout Session Cont.

Identify Query for Public Realm

Demonstrate Proper Steps in Making Query Public

Core-CT

Break (15 minutes)

Please turn in your index cards!!!

Core-CT

System Updates

Payroll & Earnings Table (CT_PAY_EARNS_MV)

The Pay Earns table will allow users to select and view all earnings and all time and labor hours from one easy-to-use reporting table. In addition to all earnings and hours, this reporting table will hold Employee ID, Name, Department ID, Account, Account Code, Position Number, Pay End Date and Earnings Code. The reporting table will have a separate row for total hours and pay for each employee by earn codes and pay end date. This table can be easily joined to the Account Code Table to access additional coding string fields such as Class Field, Project, Program or Chartfield codes.

Core-CT

System Updates

– OTH_HRS– OTH_PAY– OTH_EARNS– EMPLID– NAME – ACCT_CD– ACCOUNT– DEPTID – POSITION_NBR– PAY_END_DT – ERNCD

Other HoursOther PayOther EarningsEmployee ID NameAccount CodeAccountDepartment IDPosition NumberPay Period End Date Earnings Code

Payroll Other Earnings Table (CT_PAY_EARNS_MV)

Core-CT

System Updates

Payroll & Earnings QueryPay Period End = 2004-04-15,Dept ID is Like (%)=DAS%

Oth Hrs Oth Py Oth Earns Earn Code ID Acct Code Acct DeptID Position Pay Period End

0 37.5 75 LNG 512041 DAS2356022003400010000001 50160 DAS23000 00003385 4/15/2004

0 37.5 75 LNG 507706 DAS2355911000100100000001 50160 DAS23000 00003746 4/15/2004

28 0 1138.44 CTU 375832 DAS2370011000100100000001 50110 DAS23000 00003762 4/15/2004

4 0 138.26 HOL 508853 DAS2355311000100100000001 50110 DAS23000 00003668 4/15/2004

4.8 0 101.76 HOL 635547 DAS2313111000100100000001 50110 DAS23000 00003461 4/15/2004

8 0 474.76 PPL 211827 DAS2370011000100100000001 50110 DAS23000 00003757 4/15/2004

8.5 0 210.79 PPL 463450 DAS2336522003400010000001 50110 DAS23000 00003378 4/15/2004

18 0 622.19 REG 508853 DAS2355311000100100000001 50110 DAS23000 00003668 4/15/2004

20 0 706 REG 363541 DAS2385011000100100000001 50150 DAS23000 00003345 4/15/2004

72 0 1500.32 SIC 597636 DAS2352011000100100000001 50110 DAS23000 00003359 4/15/2004

0.5 0 13.02 VAC 430535 DAS2352011000100100000001 50150 DAS23000 00003396 4/15/2004

Core-CT

HR Security New EPM Security Approach

32

Core-CT

New EPM Security Approach

• Current HRMS/EPM Security Approach• Issue with Current Approach• Proposed EPM Security Approach• Issue Resolved

• Issue created by the Proposed EPM Approach• Issue Resolved• Summary

Core-CT


34

Current HR/EPM Security Approach:• Based on Employee ID

Employee Row Security Class

Allows the agency to view the complete history of an employee.

Core-CT


35

Issue with Current EPM Security Approach:

• Transfer of an Employee

When a person is transferred from an agency, their records can no longer be seen by that agency within HRMS or EPM.

• Example

If a person is transferred from the Department of Mental Health to DOT, Mental Health can no longer view the transferred employee’s records.

Core-CT


36

View SQL Example:

Core-CT


37

SQL Example:

SELECT A.EMPLID, A.EMPL_RCD, A.DUR, A.DEPTID

FROM PS_CT_PAYTIME_TBL A, PS_CT_FAST_EMP_MV A1

WHERE A.EMPLID = A1.EMPLID

AND A.EMPL_RCD = A1.EMPL_RCD

AND A1.ROWSECCLASS = 'DPDOT'

Core-CT


38

DOT view using the Current approach:

EMPLID EMPL_RCD DUR DEPTID

311424 0 2/27/2004 MHA53700

311424 0 3/1/2004 MHA53700

311424 0 3/2/2004 MHA53700

311424 0 3/3/2004 MHA53700

311424 0 3/3/2004 MHA53700

311424 0 3/4/2004 MHA53700

311424 0 3/5/2004 DOT57100

311424 0 3/5/2004 DOT57100

311424 0 3/8/2004 DOT57100

311424 0 3/8/2004 DOT57100

311424 0 3/8/2004 DOT57100

311424 0 3/9/2004 DOT57100

311424 0 3/9/2004 DOT57100

Core-CT


39

MHA view using the current approach

Core-CT


40

Proposed EPM Security Approach:• Based on the Department ID

Department Row Security Class

Allows the agency to view the history of an employee for the period of time the person was employed by that agency.

Core-CT


41

Issue Resolved by the EPM Security Approach:


When a person is transferred from an agency, their records can be viewed, within EPM, for the period of time the person was employed by that agency.

• Example

If a person is transferred from the Department of Mental Health to DOT, Mental Health can now view the transferred employee’s records for the period of time the person was employed by them.

Core-CT


42

View SQL Example:

Core-CT


43

SQL Example:

SELECT A.EMPLID, A.EMPL_RCD, A.DUR, A.DEPTID

FROM PS_CT_PAYTIME_TBL A, PS_FAST_SCRTY_2 A1

WHERE A.DEPTID = A1.DEPTID

AND A1.ROWSECCLASS = 'DPDOT'

Core-CT


44

DOT view using the Proposed approach


311424 0 3/5/2004 DOT57100

311424 0 3/5/2004 DOT57100

311424 0 3/8/2004 DOT57100

311424 0 3/8/2004 DOT57100

311424 0 3/8/2004 DOT57100

311424 0 3/9/2004 DOT57100

311424 0 3/9/2004 DOT57100

311424 0 3/9/2004 DOT57100

311424 0 3/10/2004 DOT57100

311424 0 3/10/2004 DOT57100

311424 0 3/10/2004 DOT57100

311424 0 3/11/2004 DOT57100

311424 0 3/11/2004 DOT57100

Core-CT


45

MHA view using the Proposed approach


311424 0 12/26/2003 MHA53700

311424 0 1/10/2004 MHA53700

311424 0 1/12/2004 MHA53700

311424 0 1/13/2004 MHA53700

311424 0 1/13/2004 MHA53700

311424 0 1/14/2004 MHA53700

311424 0 1/15/2004 MHA53700

311424 0 1/16/2004 MHA53700

311424 0 1/19/2004 MHA53700

311424 0 1/20/2004 MHA53700

311424 0 1/20/2004 MHA53700

311424 0 1/21/2004 MHA53700

311424 0 1/22/2004 MHA53700

Core-CT


46

Issue created by the Proposed EPM Approach:


When a person is transferred from an agency, the receiving agency can no longer report the complete history of the transferred employee.

• Example

Workman’s Comp reports require agencies to view 52 weeks of employee’s payroll history regardless of agency assignment.

Core-CT


47

Issue resolved by the Proposed EPM Approach:

• The Worker’s Comp Specialist will be able to use the Public Query CT_HR_PAY_FROM_ PS to report the salary information for the last 52 weeks for an employee.

• The query is based on employee ID as used in the current EPM Security approach.

Core-CT


48

Proposed EPM Security Approach: Advantages

• Allows the agency to view the complete history of an employee on-line.

• Allows reporting of history for the period of time an employee was employed by the agency.

Core-CT

49

Core-CT

Thank You for your participation today. We look forward to continuing our work together to improve and make EPM a Success!

• Feed Back Forms

• Suggestions for Training Areas

• Agency Presentations

• Look for this presentation and meeting on the Core-CT Website (http://www.core-ct.state.ct.us/epm)

• Next Meeting –

101 E. River Drive, Room 1002 A&B

Closing Remarks

core-ct state of connecticut core-ct project epm hr user group meeting october 27 2004

Documents

corect breakout sessions

qname ct

lvl slide

epm employee table

hr aa reporting scenarios

trainingeducation aa

new queries

query template