GROUP February 27th, 2019 Agenda HCM - Monique Rawles Reporting - PowerPoint PPT Presentation

COGNOS USER GROUP February 27th, 2019

Agenda • HCM - Monique Rawles ○ Reporting ○ Student - Role Playing Dimensions ○ Mass Review/Change Requests • BICC Updates - Kelsie Newberry • Data Module/Data Set Demo - Jennifer Littlefield • New Features Questions/Pain Points - BICC • Schedule Set Up Demo - Kelsie Newberry • Q&A

HCM Reporting Team content > Boiler Insight > Standard Content > HR and Payroll Report Name Status Report Name Status IPEDS DataDigest Extract Update by mid-year Action Report Replaced with Date IPEDS DataDigest Extract (HR Level 2) Change Report Position History Replaced with Average Hourly Salary Replaced with Position Incumbents Position Report Concurrent Employment Employee Listing with Vacant Positions Employee Profile Salary Details Salary Listing Position Report New Cost Distribution Report Updated Position Salary History TBD CUL Check Prior to CY 2019 folder FTE and Headcount Projection of Salaries and Fringes Updated Data Change Report New Quota Balances New Employee Listing with Salary Details New Salary Distribution Updated Estimated Payout of Leaves Updated Statement of Payroll Charges Updated Faculty Contract Notice New Temporary Positions Updated Full Time Equivalency Check New replaces CUL Check Voluntary Early Partial Retirement Updated (VEPR) Report

HCM Reporting Major Changes to HCM Data: ● a. Employee Leave and Employee Quotas Star - data thru 12/31/2018 b. Employee Time Account Balances and Employee Time Account Details Stars - new data starting 1/1/2019 c. Fields Renamed d. Fields no longer populated e. Fields with new values f. HCM Data Field Crosswalk g. Folders within dimensions have been created/updated for Employee, Job, Organization and Position

HCM Reporting Fields Renamed: ● Organization Dimension a. Organization Unit ID to Department Code b. Organizational Unit Long Name to Department Name ● Employee Dimension a. Employee Subgroup to Employment Type b. Employee Subgroup Code to Employment Type Code ● Position Dimension a. Position Employee Subgroup to Employment Type b. Position Employee Subgroup Code to Employment Type Code c. To Be Hired to To Be Hired Flag

HCM Reporting New Fields: ● Employee, Position and Job Dimensions a. Employee Class (new) to Employee Group (stop being populated) b. Employee Class Code (new) to Employee Group Code (stop being populated) Same Field New Values: ● Employment Status and Code Code (NEW) Name Code (OLD) Name A Active 0 Withdrawn P Paid Leave 1 Inactive R Retired 3 Active T Terminated U Unpaid Leave

HCM Reporting For mass review and/or changes to reports including use cases such as: ▪ Impact Analysis ▪ Review and Transfer Ownership of reports/schedules ▪ Find & Replace of Data Items Please send request to BICC@purdue.edu with the below included: Reason for Request: Cognos PROD or QA: If Applicable: Report Path: Data Mart: Star Name: Data Item (column) Current Name: Data Item (column) New Name:

HCM Reporting Demo of HCM Report Prompt page - tab format

Cognos Resources Cognos Resources Page ● Upcoming Cognos Tool Trainings ● COG 401 - Cognos Analytics Authoring - 3/12 & 3/13 ● COG 101 - Cognos Analytics Navigation - 4/1 ● COG 111 - Cognos Analytics Scheduler - 4/15 ● Cognos & Tableau Offboarding Checklist ● To be used before (or after) a staff member departs ● position Not only beneficial for supervisors ●

WHO DO I CONTACT? Boiler Data Questions/Issues: Email: Insight coereporting@purdue.edu Data-related questions/issues should first be directed to your supervisor. Student Data Questions/Issues: Email: CognosStudentHelp@purdue.edu Data-related questions/issues should first be directed to your supervisor. BICC Reporting Tool Questions/Issues: Email: BICC@purdue.edu Cognos tool issues - error messages, unexpected behavior, etc.

Cognos Upgrade ● Upgrade to 11.0.13 Timeline ● ○ Upgrade QA - Wednesday, March 6th ○ Upgrade PROD - Saturday, March 16th ● Highlights of upgrade forthcoming in March communication

ACCOUNTS PAYABLE (AP) DATA AND REPORTING Jennifer Littlefield February 2019

AP REPORTS Circumstances  Currently an AP star is on the BICCs project list, so certain fields are available in Cognos but relationships have not been established in the system  All the fields are available in SAP but some of the fields are not accessible through a standard tcode  Both central and business offices would need access to different reports  Reports were needed as soon as possible 13

REPORT REQUIREMENTS AP Held Check Field Desc To check no# Year Period  Needs to be used by users in the Doc# Type Doc# Date Parked By central and business offices Vendor Number Name of the payee Name of the payee1  Must include fields from multiple Payment document no. (ClrngDocNo) FI Acctg Document Number PM (Payment Method) locations Payment Block HeldCheck (Pmt meth. supplement=01) Payment terms  User should be able to see the Check encashment date Pstng Date data by fiscal period and year, User Who Carried Out Printing Reference Document Header Text vendor number and vendor name, Line Item Text Balance sheet account Business Area as well as by check number Funded Program Check Amount Paid Invoice Amount 14

DATA MODELING Know your data and the relationships Map out how your data is related 15

DATASETS Datasets are a way to group a customized collection of items from Boiler Insight Package or other Data Modules 16

DATASETS 17

UPLOADED FILES Uploaded Files for this report are APReference and HeldCheck both are files from SAP 18

DATA MODULES AND DATA SOURCES Data Modules are source objects that contain data from data servers, uploaded files, or other data modules, and are saved in My content or Team content . 19

DATA MODULES AND JOINS Joins in Data Modules allow standard relationships to be established 20

QUERIES Joins in the data module are being used so they don’t need to be added to the queries in the report itself. 21

HELD CHECK REPORT A prompt page with the five filters from the requirements was added, as well as grouping on the vendor number so a reprompt could be added into the report itself . 22

Contact Information: JENNIFER LITTLEFIELD Accounting Services, Purdue University Office telephone (765) 494-0986 jlittlef@purdue.edu 23

New Features Questions Upload File, Data Module, Story, Dashboard, & Data Set

Schedule Demo

Community Feedback Questions?

THANK YOU Sue Wilder Monique Rawles Leslie Rody Sabrina Tanner Fiona Guo Katie Hendryx Kelsie Newberry