Purpose
The purpose of this report is to display Position Attributes in the Integrated HR-Payroll System.
Report Description
The B0077 Position Attributes Report displays details about active positions with cost center, fund application, budget amount, and total position full-time equivalents (FTEs).
Report Location
OM: Position Data
Report Uses
- This report can be used to view a list of positions and funding information for specified organizational unit(s).
- It can be used for organizational management, budget, and funding planning for positions within organizational units.
- By adding additional data elements to the report from the Available Objects menu, the report can be used to verify and compare position settings across many similar positions.
How to Generate This Report
This report is generated after selecting values for the mandatory prompts. All mandatory prompts must have values selected before the Run Icon can be used to generate the report. Mandatory prompts can be identified as mandatory by the exclamation mark inside of the yellow-orange triangle, the square with the checkmark, or the display of (Mandatory). Detailed instructions for interaction with each prompt can be found on the Web Intelligence Prompt List on the OSC website.
The Mandatory prompts for this report are:
- Organization Unit
- Calendar Month/Year (Single Value, Mandatory)
This report can also be further limited by utilizing the Optional prompts to further limiting the amount of data that retrieved into the body of the report. Optional prompts are indicated as option in parentheses beside the prompt.
The Optional prompts are:
- Position(s) – (Optional)
Exclusion prompts exclude specified data by default while allowing customers the flexibility of changing them when necessary. Exclusion prompts are identified by the term Exclude followed by the prompt.
The Exclusion prompts are:
- Exclude Employee Group(s) – (Optional)
- Exclude Employee Subgroup(s) – (Optional)
Initial Layout
The report is generated with each position within the org unit selected. This is a sample row from the report, which shows the columns available on the base report:
- Note: The two fields Employee Group and Employee Subgroup displayed in the report are based on the Position.
Continued...
Available Objects
This is a list of the available objects that can be added to the report, from the Document Dictionary once in the Design mode:
Dimensions
- Addl Center Ref
- Application of Fund
- Business area
- Cal Mth/Yr
- Cost Center
- Country
- Emergency Position
- Emp Pers Subarea
- Employee
- Employee Group
- Employee Subgroup
- Employee’s Name
- Essential Position
- Funding Source
- Job
- Job Branch
- Job Country
- Job ESG CAP
- Job Family
- Job Pay Area
- Job Pay Group
- Job Pay Level
- Job Pay Type
- Key Position
- Org Unit
- PMIS 15-Digit Positi
- Pos City
- Pos Country
- Pos ESC CAP
- Pos Pay Area
- Pos Pay Group
- Pos Pay Level
- Pos Pay Type
- Pos Personnel Area
- Pos Personnel Subarea
- Position
- Position Chief
- SOC Code
- State
- Statutory Exemption Type
- Supervising Position
- Valid From
- Valid To
Measures
- Budget Amt per Emp
- Emp Salary per Fund
- Fund %
- Number of Positions
- Position FTE
Variables
- Prompt Response Calendar Month/Year
- Prompt Response Exclude Employee Group
- Prompt Response Exclude Employee Subgroup
- Prompt Response Organizational Unit
- Prompt Response Position
- Supplemental Position
Special Report Considerations/Features
- Position Personnel area was added to this report on August 17, 2017, and began being populated at that time. If the report is run for a date prior to August 2017, then the position personnel area will not be populated, and will display as “#” or as “not assigned”.
- ‘EE Telework Eligible’ and ‘EE Telework Type’ can be added to report by expanding the Employee attributes (expanded list) in Available Objects.
- Position and Job abbreviated titles (Short Text) are available from the Position or Job attributes (expanded list) in Available objects.
- Field/Home Based indicator is available from Position attributes (expanded list) in Available Objects
- Temporary employees or Supplemental Staff (O, X) are included in this report by default.
- Use the Exclude Employee Group and Exclude Employee Subgroup exclusion prompts to exclude the Supplemental Staffs.
- Use the ‘Supplemental Position’ variable in the Available Objects to filter out the Supplemental Staff after dragging this variable into the report and refresh.
- Contractors (G1) are included in this report by default as they are subgroup of Supplemental Staff (O, X).
- Use the Exclude Employee Group and Exclude Employee Subgroup exclusion prompts to exclude the Contractors (G1).
How to Exclude Supplemental Staff Positions
Using Exclusion Prompt
As described earlier in the Exclusion prompt section of this document, enter the values for the Exclude Employee Groups prompt and Exclude Employee Subgroup prompt by selecting the appropriate Employee Group – Supplemental Staff and the appropriate Employee Subgroup - Supplemental Staff Position.
- Employee Group – Supplemental Staff
- O;X
- Employee Subgroup – Supplemental Staff
- 15;25;35;45;55;65;75;85;95;0E;1E;2E;3E;4E;5E;6E;7E;Q5;S5;SI;SO;T5;U5;8E;9E;QE;SE;SL;SR;TE;UE;VE;V5
- You can copy and paste the list provided above in the direct entry field which reads ‘Search or enter value(s) manually’. Once the values have been copied, click the right plus sign to add the values in the selection box.
- Using ‘Supplemental Position’ variable
- When you run the report without entering the Exclusion prompt values, the report will show the Supplemental Staff positions (if any) in the report for the given Organizational Unit and Calendar Month prompts.
- To display all positions other than Supplemental Staff in the report, you can set a filter with filter value as ‘No’ for the variable ‘Supplemental Position’. This variable is listed in the Design screen at the top right.
How to Set Filter
- Add the Supplemental Position variable to the report in Design Mode.
- Refresh the report when you see the #REFRESH in the Supplemental Position column.
- Highlight the Supplemental Position Column
- After highlighting the column, Right Click and choose Data, then choose Add Filter
- Select ‘No’ in the Supplemental Position box
Note: Now you will notice the Supplemental Staff Positions are excluded in the report because of this filter. You can use the Edit Filter or Remove Filter menu option from the same Filter Tab location to edit or remove this filter.