Use the following link to access QuickSight (Production Environment):

• Link: https://ds.calstate.edu/?svc=quicksight&env=prod

Please bookmark the link above.

Upon successfully logging in:

1. Click on “Shared Folders” in the left margin.

The Shared Folders may have multiple folders depending on your access.

1. Click on the “Benefits Employee 360 View” folder.

Folder Navigation: Shared Folders

The Benefits Employee 360 View Folder contains the Benefits Employee 360 View dashboard.

Folder Navigation: Shared Folders > Benefits Employee 360 View

The Benefits Employee 360 View Dashboard is comprised of 2 tabs:

• Description of Dashboard
• Benefits Employee 360 View

The Description of Dashboard tab provides details about the dashboard and its reports:

The dashboard reports resides in the Benefit Employee 360 View tab:

To populate the dashboard with data, search for an employee using either the “CalPERS ID” or “Last Name, First Name, DOB” control filter.

To access control panel for filtering, click to expand the controls panel top right corner.

With the  icon pointing down, you have a larger view of the report in addition to viewing the panel for the control filters.

With the expansion icon poting up, you can view the control filters.

After you search for an employee using either the “CalPERS ID” or “Last Name, First Name DOB” control filter, the dashboard will populate.

Report Menu Options can be accessed by clicking the three dots icon.

• Prior to each new search, including using a new search option for the same employee, click on the three dots directly above the right corner of each search option and click on the Refresh or Reset functions multiple times.

Refresh and Reset Options

• Search by both CalPERS ID and also Last Name,First Name and DOB in case the CalPERS ID is missing in a HR90 or CHRS database.
• Click on a report column header to sort data in that report by ascending or descending order by that column if desired.

The following QuickSight resources are available online:

For questions, please contact the Business Intelligence / Data Operations team at [email protected].

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