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 | |
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2. Active Position Position Data
4.0 All Active Employees and Reports To (Reporting Structure Only)
5.0 All Active Student Employees
6. Audit Highest Education Level Against Degree
8. Employees Who Have Terminal Degrees
9. Employees with Degrees from CSU
10. Expiring Work Authorization
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13. New Hire Academic Employee
18. Preferred Name Change Report
20. Retired Employees 180 Days
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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.
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.
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.
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.
4.3 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.
5.3 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.
6.3 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.
7.3 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.
8.3 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.
9.3 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.
10.3 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.
11.3 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.
12.3 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.
13.3 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.
14.3 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.
15.3 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.
16.3 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
17.3 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.
18.3 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.
19.3 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
20.3 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.
21.3 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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