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?
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Reporting Table Status
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
Breakout Sessions Cont. – Tables 1 & 2
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
Breakout Sessions Cont. – Tables 3 & 4
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
Breakout Sessions Cont. – Tables 3 & 4
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
Breakout Sessions Cont. – Tables 5 & 6
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
Breakout Sessions Cont. – Tables 5 & 6
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
Office A XYZ50100 White Female 1
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
Office A XYZ50100 White Female 1
Core-CT
Training/Education
Breakout Sessions Cont.
Report Results - All Scenarios
Build Query On-Line - All Scenarios
Create Excel Pivot Table – Scenario 3
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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
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PivotTable and PivotChart Wizard Step 1:
Choose Default MS Excel database and click Next >.
Training/Education
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PivotTable and PivotChart Wizard Step 2:
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
PivotTable and PivotChart Wizard Step 3:
Save new Pivot Table to a New Worksheet. Click Finish.
Training/Education
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PivotTable and PivotChart Wizard. Drag and Drop Fields.
Training/Education
Core-CT
Training/Education
Breakout Sessions Cont. – Tables 5 & 6
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
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HR Security New EPM Security Approach
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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
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New EPM Security Approach
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.
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New EPM Security Approach
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.
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New EPM Security Approach
36
View SQL Example:
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New EPM Security Approach
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'
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New EPM Security Approach
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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
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New EPM Security Approach
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MHA view using the current approach
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New EPM Security Approach
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
New EPM Security Approach
41
Issue Resolved by the EPM Security Approach:
• Transfer of an Employee
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.
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New EPM Security Approach
42
View SQL Example:
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New EPM Security Approach
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'
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New EPM Security Approach
44
DOT view using the Proposed approach
EMPLID EMPL_RCD DUR DEPTID
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
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New EPM Security Approach
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MHA view using the Proposed approach
EMPLID EMPL_RCD DUR DEPTID
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
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New EPM Security Approach
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Issue created by the Proposed EPM Approach:
• Transfer of an Employee
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.
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New EPM Security Approach
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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.
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New EPM Security Approach
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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.
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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