CHRS Knowledge Base

Workforce Administration-Report Specification

Updated on

REVISION CONTROL

Author: Business Intelligence / Data Operations (BI/DO)

Date  By Action Pages
07/31/2024 BIDO Original
08/18/2024 Training Uploaded to KB




Table of Contents

1. Active Position Job Data         

  • Report Description     
  • Report Screenshot     
  • Dataset              
  • Control Prompts
  • Report Fields  

2. Active Position Position Data              

  • Report Description    
  • Report Screenshot     
  • Dataset              
  • Control Prompts          
  • Report Fields  

3. Address Change          

  • Report Description     
  • Report Screenshot     
  • Dataset              
  • Control Prompts          
  • Report Fields  

4.0 All Active Employees and Reports To (Reporting Structure Only) 

  • Report Description    
  • Report Screenshot     
  • Dataset              
  • Control Prompts          
  • Report Fields  

5.0 All Active Student Employees

  • Report Description     
  • Report Screenshot     
  • Dataset              
  • Control Prompts          
  • Report Fields 

6. Audit Highest Education Level Against Degree        

  • Report Description     
  • Report Screenshot     
  • Dataset
  • Control Prompts          
  • Report Fields  

7. Dept. View of Employees       

  • Report Description     
  • Report Screenshot     
  • Dataset
  • Control Prompts          
  • Report Fields  

8. Employees Who Have Terminal Degrees      

  • Report Description 
  • Report Screenshot     
  • Dataset
  • Control Prompts          
  • Report Fields  

9. Employees with Degrees from CSU  

  • Report Description     
  • Report Screenshot      
  • Dataset              
  • Control Prompts          
  • Report Fields  

10. Expiring Work Authorization 

  • Report Description     
  • Report Screenshot      
  • Dataset               
  • Control Prompts          
  • Report Fields  

11. License Expiration Date          

  • Report Description     
  • Report Screenshot
  • Dataset              
  • Control Prompts 
  • Report Fields  

 

12. Monitor Employee Data         

  • Report Description     
  • Report Screenshot     
  • Dataset              
  • Control Prompts          
  • Report Fields  

13. New Hire Academic Employee           

  • Report Description 
  • Report Screenshot     
  • Dataset
  • Control Prompts
  • Report Fields

14. New Hire Employee    

  • Report Description    
  • Report Screenshot      
  • Dataset              
  • Control Prompts          
  • Report Fields  

15. NRA and RA Report    

  • Report Description     
  • Report Screenshot     
  • Dataset              
  • Control Prompts          
  • Report Fields  

16. Position Audit  

  • Report Description 
  • Report Screenshot     
  • Dataset              
  • Control Prompts          
  • Report Fields  

17. Position Pool ID            

  • Report Description 
  • Report Screenshot     
  • Dataset               
  • Control Prompts          
  • Report Fields  

18. Preferred Name Change Report         

  • Report Description     
  • Report Screenshot     
  • Dataset              
  • Control Prompts          
  • Report Fields  

19. Reports to Blank          

  • Report Description    
  • Report Screenshot      
  • Dataset              
  • Control Prompts          
  • Report Fields  

20. Retired Employees 180 Days               

  • Report Description    
  • Report Screenshot     
  • Dataset               
  • Control Prompts          
  • Report Fields  

21. Vacant Position Report            

  • Report Description    
  • Report Screenshot    
  • Dataset             
  • Control Prompts         
  • Report Fields

1.0 Active Position Job Data

Report Description

Report to compare the fields & report if there is a change between the two tables (PS_JOB vs. PS_Position). Two separate reports were created to fulfill this requirement. This report displays job data only. See the Active Position (Position Data) Report Specification to see the report that display position data.

Report Screenshot

Dataset

This report was developed using the following dataset:

• WA_Dataset-Active_Position_Job_Data_Snowflake

Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department
  • CBID
  • Job Code
  • Position Number
  • As of Date
  • Tree Name
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

Report Fields

This report contains the following report fields:

  • Business Unit
  • Dept ID
  • Department
  • Position Number
  • Position Descr
  • Regular/Temp
  • Full/Part Time
  • CBID
  • Job Code
  • Job Code Descr
  • Company
  • Location
  • Reports To ID
  • Salary Admin. Plan
  • Grade
  • Step
  • Standard Hours
  • Standard Hours Frequency
  • FLSA Status
  • CSU Unit
  • Primary Fund
  • Business Title
  • CSU MPP Job Family
  • CSU MPP Job Func
  • CSU MPP Rpt Cat

2.0 Active Position Position Data

Report Description

Report to compare the fields & report if there is a change between the two tables (PS_JOB vs. PS_Position). Two separate reports were created to fulfill this requirement. This report displays position data only. See the Active Position (Job Data) Report to see the report that display job data.

Report Screenshot

Dataset

This report was developed using the following dataset:

• WA_Dataset-Active_Position_Position_Data_Snowflake

Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department
  • Job Code
  • CBID
  • Position
  • As of Date
  • Tree Name
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

Report Fields

This report contains the following report fields:

  • Business Unit
  • Dept ID
  • Dept Descr
  • Position Number
  • Position Descr
  • Regular/Temp
  • Full/Part Time
  • CBID
  • Job Code
  • Company
  • Location
  • Reports To Empl ID
  • Reports To Name
  • Salary Admin. Plan
  • Grade
  • Step
  • Standard Hours
  • Standard Hours Frequency
  • FLSA Status
  • CSU Unit
  • Primary Fund
  • Business Title
  • CSU MPP Job Family
  • CSU MPP Job Func
  • CSU MPP Rpt Cat

3.0 Address Change

Report Description

This report displays employees with address changes.

Report Screenshot

Dataset

This report was developed using the following dataset:

• WA_Dataset-Address_Change_Snowflake

Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department
  • As Of Date
  • Last Update Date (Address)
  • Address Type
  • Tree Name
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

Report Fields

This report contains the following report fields:

  • Business Unit
  • Dept ID
  • Department
  • Employee ID
  • Name
  • Address Type
  • Address1
  • Address2
  • Address3
  • Address4
  • City
  • State
  • Postal
  • Effective Date
  • Last Updated Date
  • Last Updated OPRID
  • Lastupddttm
  • Last Updated Employee Name
  • Reports To
  • Supervisor Incumbent Emplid
  • Supervisor Incumbent Name

4.0 All Active Employees and Reports To (Reporting Structure Only)

4.1 Report Description

This report display's the position's reporting structure for active employees.

4.2 Report Screenshot

4.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Reporting_Structure_Only_Snowflake

4.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department

Position Effective Status

Position Number

As of Date

Tree Name

  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

4.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Name
  • Employee ID
  • Dept ID
  • Department
  • Position Number
  • Position Description
  • Position Effective Status
  • Reports To
  • Supervisor Incumbent Emplid
  • Supervisor Incumbent Name

5.0 All Active Student Employees

5.1 Report Description

This report displays job data for active student employees.

5.2 Report Screenshot

5.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-All_Active_Student_Employees_Snowflake

5.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department
  • Job Code
  • Empl Status
  • Effective Date Before
  • CSU Payroll Status
  • Tree Name
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

5.5 Report Fields

This report contains the following report fields:

  • Company
  • Business Unit
  • Dept ID
  • Department
  • Employee ID
  • Name
  • Job Code
  • Job Code Descr
  • Position Number
  • Position Descr
  • Reports To
  • Supervisor Incumbent Emplid
  • Supervisor Incumbent Name
  • Action
  • Action Reason
  • Last Asgn Start Dt
  • Hire Dt
  • Asgn Start Dt
  • Effective Date
  • Expected End Date
  • Last Update OprID
  • Last Update Employee Name
  • Last Update Date/Time

6.0 Audit Highest Education Level Against Degree

6.1 Report Description

This report displays the employee’s highest level of education and degree. This report allows users to audit and compare the employee's Highest Education Level and Degree.

6.2 Report Screenshot

6.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Audit_Highest_Education_Level_Against_Degree_Snowflake

6.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department
  • Job Code
  • Highest Education Level
  • As of Date
  • Tree Name
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

6.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Department
  • Employee ID
  • Employee Name
  • Empl Rcd
  • Orig Hire Dt
  • Effective Date
  • Last Hire Dt
  • Job Code
  • Job Code Descr
  • Highest Level of Education
  • Degree
  • Major
  • School
  • Date Degree Attained

7.0 Dept. View of Employees

7.1 Report Description

This report displays job related data for employees.

7.2 Report Screenshot

7.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Dept_View_of_Employees_Snowflake

7.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department
  • Position Number
  • Job Code
  • Empl Status
  • Employee Class
  • Data As Of
  • Tree Name
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

7.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Dept ID
  • Dept Descr
  • Employee ID
  • Empl Rcd
  • Name
  • Position Number
  • Position Descr
  • Job Indicator
  • Job Code
  • CSU Working Title
  • CSU Prob Cd
  • Employee Class Descr
  • Hire Dt
  • Orig Hire Dt
  • Last Hire Dt
  • FTE
  • Comp Frequency
  • Salary Admin. Plan
  • Pay Grade
  • Comprate
  • Monthly Rt
  • Annl Benef Base Rt
  • Reports To
  • Supervisor Incumbent Emplid
  • Supervisor Incumbent Name

8.0 Employees Who Have Terminal Degrees

8.1 Report Description

This report displays employees who have a terminal degree for their discipline.

8.2 Report Screenshot

8.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Employees_who_have_Terminal_Degrees_Snowflake

8.4 Control Prompts

  • Job Code
  • Highest Education Level
  • As Of Date
  • Tree Name
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

8.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Department
  • Employee ID
  • Employee Name
  • Empl Rcd
  • Orig Hire Dt
  • Effective Date
  • Last Hire Dt
  • Job Code
  • Job Code Descr
  • Highest Education Level
  • Degree
  • Major
  • School
  • Date Attained

9.0 Employees with Degrees from CSU

9.1 Report Description

This report displays employees with a degree from a CSU campus.

9.2 Report Screenshot

9.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Employees_with_Degrees_from_CSU_Snowflake

9.4 Control Prompts

  • Job Code
  • Degree
  • As of Date
  • Tree Name
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

9.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Department
  • Employee ID
  • Employee Name
  • Empl Rcd
  • Orig Hire Dt
  • Effective Date
  • Last Hire Dt
  • Job Code
  • Job Code Descr
  • Highest Level of Education
  • Degree
  • Major
  • CSU School
  • Dates Degree Attained

10.0 Expiring Work Authorization

10.1 Report Description

This report displays employees whose work authorization in the U.S. is expiring.

10.2 Report Screenshot

10.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Expiring_Work_Authorization_Snowflake

10.4 Control Prompts

  • Visa Permit Status
  • Visa Expiration Date
  • Employee Type
  • Tree Name
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

10.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Employee ID
  • Employee Name
  • Employee Class
  • Employee Type
  • Birth Country
  • Address 1
  • Address 2
  • City
  • State
  • Postal
  • Visa Permit Class
  • Visa Permit Type
  • Visa Permit Type Desclong
  • Visa Permit Status
  • Effective Date
  • Visa Expiration Date
  • Country Issued

11.0 License Expiration Date

11.1 Report Description

The purpose of this report is to provide license details or various Expiration dates that exist for employees in PS. This report will be available along with other sets of HR audit reports.

11.2 Report Screenshot

11.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Audit_Highest_Education_Level_Against_Degree_Snowflake

11.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Union Code
  • Expiration Date w/in next 45 days

11.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Dept ID
  • Department
  • EmplID
  • Employee Name
  • Empl Rcd
  • HR Status
  • Empl Status
  • Union Code
  • Job Code
  • Job Code Descr
  • Empl Class
  • CSU Unit
  • Type
  • License Type
  • License Descr
  • Effective Status
  • Date Issued
  • Expiration Date

12.0 Monitor Employee Data

12.1 Report Description

This report displays data to help users monitor employee data.

12.2 Report Screenshot

12.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Monitor_Employee_Data_Report_Snowflake

12.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department
  • Job Code
  • As Of Date
  • Tree Name
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

12.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Dept ID
  • Department
  • Employee ID
  • Employee Name
  • Effective Date
  • Hire Date
  • Job Code
  • Job Code Descr
  • Email Address (Bus)
  • Phone Number (Bus)

13.0 New Hire Academic Employee

13.1 Report Description

This report displays academic employees who are new hires.

13.2 Report Screenshot

13.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-New_Hire_Academic_Employee_Snowflake

13.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Union Code (CBID)
  • Job Code
  • Employee Class
  • Original Hire Date Between
  • Position Hire Date Between
  • Tree Name Equals
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5
  • As Of Date

13.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Division (Level 2)
  • College (Level 3)
  • Dept ID
  • Dept Descr
  • Name
  • Employee ID
  • Empl Rcd
  • Job Code
  • Job Code Descr • Union Code
  • Employee Class
  • Empl Class Descr • Grade
  • Original Hire Date
  • Effective Date
  • Position Entry Date
  • Exptected End Date
  • Tenure-Track Hire Date
  • Labor Faculty Entry Date
  • Pay End Date
  • Annual Rt
  • Monthly Rt
  • Hourly Rt
  • FTE
  • Comprate
  • Paid FTE
  • Faculty Fraction
  • Supervisor Incumbent Emplid
  • Supervisor Incumbent Name

14.0 New Hire Employee

14.1 Report Description

This report displays employees who are new hires.

14.2 Report Screenshot

14.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-New_Hire_Employee_Snowflake

14.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Union Code (CBID)
  • Job Code
  • Employee Class
  • Original Hire Date Between
  • Position Hire Date Between
  • Tree Name Equals
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5
  • As Of Date

14.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Division (Level 2)
  • College (Level 3)
  • Dept ID
  • Department
  • Employee ID
  • Name
  • Job Code
  • Job Code Descr
  • Employee Class
  • Empl Class Descr
  • Empl Rcd
  • Grade
  • Original Hire Date
  • Position Entry Date
  • Effective Date
  • Action Dt

Expected End Date

Supervisor Incumbent Emplid

Supervisor Incumbent Name

15.0 NRA and RA Report

15.1 Report Description

This report display's employees whose country of citizenship is not "USA", or whose visa permit class is A or W.

15.2 Report Screenshot

15.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-NRA_and_RA_Report_Snowflake

15.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department

Job Code

As Of Date

Tree Name

Dept Level 1

  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5
  • Visa Permit Class

15.5 Report Fields

This report contains the following report fields:

  • business_unit
  • Department
  • Employee ID
  • Name
  • Job Code
  • Country (Visa Country)
  • Citizenship Status
  • Visa Permit Type
  • Visa Class Description
  • Visa Expiration Date
  • Issuing Authority

16.0 Position Audit

16.1 Report Description

This report displays position rows where the Reports_To field is blank.

16.2 Report Screenshot

16.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Position_Audit_Snowflake

16.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department ID
  • Job Code
  • Position Number
  • Position Effective Status equals
  • As Of Date
  • Tree Name Equals
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

16.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Dept ID
  • Dept Descr
  • Position Number
  • Position Title
  • Job Code
  • Job Code Description
  • Primary Fund
  • Reports To
  • Supervisor Incumbent Emplid
  • Supervisor Incumbent Name
  • FTE

17.0 Position Pool ID

17.1 Report Description

This report displays position data and the current Position_Pool_ID

17.2 Report Screenshot

17.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Position_Pool_ID_Snowflake

17.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department ID
  • Position Number
  • Job Code
  • As Of Date
  • Tree Name Equals
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

17.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Position Number
  • Position Descr
  • Dept ID
  • Dept Descr
  • Job Code
  • Working Title
  • FTE
  • Position Pool ID

18.0 Preferred Name Change Report

18.1 Report Description

This report displays employees with a preferred name change for directory.

18.2 Report Screenshot

18.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Preferred_Name_Change_Report_Snowflake

18.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department ID
  • Name Effective Date Before
  • Tree Name
  • Dept Level 1 Dept Level 2 Dept Level 3
  • Dept Level 4
  • Dept Level 5

18.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Employee ID
  • Current Preferred Name
  • Previous Preferred Name
  • Dept ID
  • Department
  • Job Code
  • Job Code Descr

19.0 Reports to Blank

19.1 Report Description

This report displays position rows where the Reports_To field is blank.

19.2 Report Screenshot

19.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Reports_to_Blank_Snowflake

19.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department
  • Position Number
  • Tree Name
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5
  • As Of Date

19.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Employee ID
  • Name
  • Employee Record Number
  • Dept ID
  • Department
  • Union Code
  • Union Code Descr
  • Jobcode
  • Jobcode Descr
  • Employee Position Number
  • Position Descr Short
  • Description
  • Effective Status
  • FTE
  • Reports To
  • Supervisor Empl ID
  • Supervisor Incumbent Name

Supervisor Incumbent Position #

20.0 Retired Employees 180 Days

20.1 Report Description

Report of employees retired in the last 180 days

20.2 Report Screenshot

20.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Retired_Employees_180_Days_Snowflake

20.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department
  • Job Code
  • Union Code
  • Tree Name
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5

20.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Employee ID
  • Employee Name
  • Job Code
  • Union Code
  • Termination Date
  • Days Since Retirement <=180

21.0 Vacant Position Report

21.1 Report Description

This report displays vacant positions.

21.2 Report Screenshot

21.3 Dataset

This report was developed using the following dataset:

• WA_Dataset-Vacant_Position_Report_Snowflake

21.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Business Unit
  • Department
  • Position
  • Department Tree
  • Dept Level 1
  • Dept Level 2
  • Dept Level 3
  • Dept Level 4
  • Dept Level 5
  • As Of Date

21.5 Report Fields

This report contains the following report fields:

  • Business Unit
  • Position Number
  • Position Descr
  • Dept ID
  • Dept Descr
  • Jobcode
  • CSU Working Title
  • Position Status
  • Reports To
  • Supervisor Empl ID
  • Supervisor Name
  • Max Head Count

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