Running the HRS to CAT Compare Report in CAT

Overview

The HRS to CAT Compare Report identifies employee records where key fields differ between the CAT and HRS and is intended to catch fields like: Business Unit / Department change, Position Number change, Compensation Rate change, Employee Class change, Title change, Job Code change, and/or an FTE change. Employee records for which a title has been entered in the planned title field that does not match the HRS title for that CAT record (though often these are intentional) will be pulled. This report will also capture terminations.

For each record that appears on this report with a discrepancy, the user should review that employee record in the CAT and determine if the rate increases need to be altered based on the new job data information that was entered in HRS.

You may click on the links below to navigate directly to a section:

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Instructions

1. HRS navigation: Workforce Administration > UW External HR Systems > Compensation Admin Tool > CAT Reports > HRS to CAT Compare Report.

2. Click Search under Find an Existing Value tab to select a previously created Run Control ID, or create a new Run Control ID by selecting Add a New Value.  To create a new Run Control ID, enter a unique identifier (e.g., initials_date, etc.) into the Run Control ID box and select Add.

   • NOTE:  The Run Control ID is used to set the report parameters.  Users can create one ID and use it to run multiple processes and reports, or create a new ID for each process or report.  See Setting Up Run Control IDs in HRS for more information.
     

   

3. Enter parameters to define criteria for the HRS to CAT Compare Report:

   1. Select the upcoming Fiscal Year used for CAT budgeting planning purposes.  This field will default to the latest Fiscal Year setup in the CAT.

   2. Select the Effective Date of the CAT you wish to compare against in HRS.  This field will default to the current date.  In order to accurately check for discrepancies, users should enter the first date of the upcoming Fiscal Year (ex: 7/1, 8/28).

   3. Select a Business Unit

   4. If desired, select a Division

   5. If desired, select a Department

      • If available, the Department field will become editable when the user selects a Division from the search tool or enters one manually and presses the tab key to leave the field.

   6. Click Select Values in the Employee Class box if you wish to exclude certain employee classes from the report.  The default is for all Employee Classes to be included.  Employee Classes that are not included in the CAT will not pull onto CAT reports.

   7. Click Save in the bottom left to save the parameters for the report.

   8. Click Run in the top right to run the report.
      



4. User will be automatically directed to the Process Scheduler Request page.  From this page, select OK.



5. Note the Process Instance number under the Process Monitor link.  This designates the specific instance of the report run.



6. Click the Process Monitor hyperlink at the top right of the window.

7. Search for your Process Instance number under the Process List, which will indicate the status of the report generation.  When the report is complete, the Run Status should equal "Success," and the Distribution Status should equal "Posted."
   

   • If Run Status is "Queued," it indicates that the report generation is waiting to start.
   • If Run Status is "Blocked," it indicates that another report or process is currently running.  Do not resubmit your report.  It will be queued once the other report or process has completed.
   • If Run Status is "Processing," it indicates that the report is being generated.
     

   
   

8. Once the Run Status is equal to "Success" and the Distribution Status is "Posted," download the output.
   

   1. Click Details

   
   

   2. Click the View Log/Trace hyperlink at the bottom right of the window.

   

   3. Under the file list, click the file with the xls extension to download the output.  NOTE:  You may have two .xls outputs if you have any additional splits.

   

   4. When opening the file, if an error message appears indicating that "the file you are trying to open....is in a different format than specified by the file extension" click Yes.

   

   5. Note that different internet browsers may have different opening processes. 

9. Review the report:
   

   1. The report will appear as follows:
      

      • One row per Empl_ID / Empl_Rcd combination is displayed
      • If the two fields are the same between HRS and CAT, they will appear blank
      • If a change is due to a termination, only CAT columns will populate
      • If a change is due to a hire, only HRS columns will populate

   

   2. A description of the different header fields is displayed in Table 1 below.

   3. Action items based on the report output are presented in Table 2 below.

Tables

Table 1:  Output Header Fields

REPORT PARAMETERS

FIELD NAME	DESCRIPTION
Run Control ID	The Run Control identification used when the report was created
Run Date	The date the report was created
Fiscal Year	The Fiscal Year of the CAT you wish to compare against HRS
Effective Date	The Effective Date of the CAT you wish to compare against HRS
Division	The Division (if any) selected in the Run Control
Department	The Department (if any) selected in the Run Control
Process Instance	The unique number assigned by PeopleSoft for each report
Run By	The unique ID for the user who ran the report
Business Unit	The institution code selected in the Run Control
Employee Class	The Employee Class(es) included on the Run Control

REPORT COLUMNS

COLUMN	DESCRIPTION
Planned Fiscal Year	The upcoming Fiscal Year that is active in the CAT
Employee ID	The unique Employee ID number of the Employee Record from HRS
Employee Record	The Employee Record Number from HRS
Name	The first and last names of the Employee Record from HRS
Continuity Code	The Continuity Code (duration of position/job) of the Employee Record in HRS
Expected End Date	The Expected Job End Date from Job Data of the Employee Record from HRS (if applicable)
CAT Employee Class	The Employee Class for the Employee Record from CAT
HRS Employee Class	The Employee Class for the Employee Record from HRS
CAT Business Unit	The Business Unit for the Employee Record from CAT
HRS Business Unit	The Business Unit for the Employee Record from HRS
CAT Home Department	The Home Department for the Employee Record from CAT
HRS Home Department	The Home Department for the Employee Record from HRS
CAT Position Number	The Position Number for the Employee Record from CAT
HRS Position Number	The Position Number for the Employee Record from HRS
CAT Job Code	The Job Code for the Employee Record from CAT
HRS Job Code	The Job Code for the Employee Record from HRS
CAT Job Title	The Job Title for the Employee Record from CAT
HRS Job Title	The Job Title for the Employee Record from HRS
CAT Pay Basis	The Pay Basis for the Employee Record from CAT
HRS Pay Basis	The Pay Basis for the Employee Record from HRS
CAT FTE	The FTE for the Employee Record from CAT
HRS FTE	The FTE for the Employee Record from HRS
CAT Comprate	The Comprate for the Employee Record from CAT
HRS Comprate	The Comprate for the Employee Record from HRS
Employee Terminated?	Yes if the employee has been terminated (appears in CAT and not HRS)  No if the employee has not been terminated (appears both in the CAT and HRS)

Table 2:  Action Items Based on HRS Feed Status

HRS FEED STATUS	JOB CHANGES IN HRS THAT OCCURRED	ACTION ITEM
OFF	Employee Terminated	Delete from CAT
OFF	Transfer / Position # Change	Delete and Re-Add to CAT
OFF	Title Change	Review and Potentially Edit Comp Increases
OFF	Comprate Change	Review and Potentially Edit Comp Increases
OFF	New Hire	Potentially Add to CAT
OFF	FTE, EJED Change	Potentially Edit Planned FTE or Remove from CAT
ON	Employee Terminated	Delete fron CAT
ON	Transfer / Position # Change	Delete and Re-Add to CAT