Movement Data

Presentation to the HR Advisors and Direct Service Representatives

September 18, 2014

Agenda

• Introduction•Context: How’d we get here?•Our Deployment Process• Introducing “Movement” Data•Demo and Use Case Scenario•Next Steps

Context/Background: How’d we get here?

• Origins - Workforce Planning

• Converging Needs:• Executive Needs• Workforce Planning• Finance Budget Integration

• Goals:• Support Executives in their bid to oversee staff growth and trends and to

control hiring• Help HR Advisors, Direct Services staff and others in the management,

planning and understanding shifts in their workforce• Aid financial officers in payroll variance analysis• A common data set for HR Advisors and Financial Officers to discuss,

compare and identify trends

Define Need

Incorporate Feedback

Build Test Environment

Engage With ISR

Focus Group 1

Build Specs

Focus Group 2

Finalize Specifications

Roll-Out

OUR DEPLOYMENT PROCESS

Introducing “Movement” Data•One data set (staff counts and salary mass) - 3 audiences • Listing of administrative staff •M, C, T, LA, Trades and services• Regular and Contracts

• Compares data at two different points in time• easy to see what’s changed and impact on salary mass

• Identifies internal and external movement:• Internal: McGill staff moving inside McGill e.g.

developmental assignment, promotion, lateral move• External: Staff entering or exiting McGill e.g. new hires

•Describes the movement: Hire, Termination, Dept. Change, Job Change, Status Change…• Lists salary, fund type and org. hierarchies, etc… etc…

Demo

• Getting to the report• Security Required• Demo – Staff Movement Report• Exporting the data into Excel

Getting to the Report

YYYYMMDD

Banner Username

Change to YES

Export Data to Excel

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2. Excel – “Data Only”

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Export Data to Excel

Next Steps

•You will be notified when the report is live•Try it out!•Drop-in sessions planned so you can learn to work

more effectively with the data (early-mid October)•Feel free to call us should you have any questions!• lorenzo.luciano@mcgill.ca ext: 4643• suzana.rodriguez@mcgill.ca ext: 4617• paolo.errore@mcgill.ca ext: 6659• joan.soares@mcgill.ca ext: 4614

Questions?

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