Using the Operational Data Store for General Ledger

PosManECUs Answer to Position ControlEast Carolina UniversityUniversity of North CarolinaWILMINGTONMABUG 20101Presentation TopicsWhat is PosMan?What are ECUs business needs?What are the requirements for PosMan?What is included in the design of PosMan?PosMan demoWhat is the PCF (Position Change Form) and how does it interact with PosMan? Technical Aspects of PosMan

MABUG 2010University of North CarolinaWILMINGTONWhat is PosMan?PosMan is ECUs answer to Position Control in lieu of using just Banner-HR or spreadsheetsPosMan uses ODS to join together many production tables as well as other ECU created tables to present position data in a very useful manner for our end users Designed in-house based on specifications from ECUs Position Management TeamPosMan is updated at night after the ODS refresh

MABUG 2010University of North CarolinaWILMINGTONECUs Business NeedsThe need for an easy to use, on-line tool to track and manage position budgets and FTEsThe data has to be easily accessible by the entire campus communityTo provide one central source for all position informationMABUG 2010University of North CarolinaWILMINGTONECUs Requirements DocumentThe ability to accurately capture Lapsed SalariesTo accurately project Position Budget AvailabilityThe ability to incorporate Temporary Budget changesThe ability to accurately track Vacant Positions

MABUG 2010University of North CarolinaWILMINGTONThe DesignIncludes all permanent positions except those with zero dollars and FTE Excludes certain earnings codes (for example: Vacation Bonus Payout, Regular Vacation Payout, Severance, etc.) Pulls data from many Banner-HR production tables and several ECU created tablesThe ability to inquire by Position or FOAPMABUG 2010University of North CarolinaWILMINGTON PosMan Report #1 Single Position ListingPosMan Report #2 Multiple Positions ListingPosMan Report #3 Multiple Pos. w/ Vacancy

The Most Frequently Used PosMan Reports

MABUG 2010University of North CarolinaWILMINGTON Position and Fiscal Year are required.Press enter or click on View Report to execute

PosMan Report Single Position Listing

MABUG 2010University of North CarolinaWILMINGTONPosMan Report by Position (cont.)This presentation shows 5 different sections of data.Section 1: Position BudgetSection 2: Projected PaySection 3: Pay HistorySection 4: Redistribution HistorySection 5: Temporary Position Changes MABUG 2010University of North CarolinaWILMINGTON PosMan Report Single Position Listing (cont.)2

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MABUG 2010University of North CarolinaWILMINGTON PosMan Report Single Position Listing (cont.)

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MABUG 2010University of North CarolinaWILMINGTON PosMan Report Multiple Positions Listing

MABUG 2010University of North CarolinaWILMINGTON PosMan Report Multiple Positions Listing

MABUG 2010University of North CarolinaWILMINGTON PosMan Report Multiple Positions Listing (cont.)

MABUG 2010University of North CarolinaWILMINGTON PosMan Report Multiple Positions Listing (cont.)

MABUG 2010University of North CarolinaWILMINGTON PosMan Report Multiple Position Listing by Org and Vacancy

MABUG 2010University of North CarolinaWILMINGTON PosMan Report Multiple Positions Listing by Org and Vacancy (cont.)

MABUG 2010University of North CarolinaWILMINGTON PosMan Report Multiple Positions Listing by Org and Vacancy

MABUG 2010University of North CarolinaWILMINGTON PosMan Report Multiple Positions Listing by Org and Vacancy

MABUG 2010University of North CarolinaWILMINGTON The Export feature allows the user to export the report to an excel spreadsheet.The Export Feature

MABUG 2010University of North CarolinaWILMINGTON Select Excel from the drop down menuClick on Export

The Export Feature (cont.)

MABUG 2010University of North CarolinaWILMINGTONThe Export Feature (cont.)

MABUG 2010University of North CarolinaWILMINGTON Example of report in Excel format

The Export Feature (cont.)

MABUG 2010University of North CarolinaWILMINGTONECUs Position Change FormThe Position Change Form (PCF) allows end users to change position information.

Permanent or Temporary Budget TransfersPosition FTE ChangesPosition E-Class ChangesPosition Funding ChangesOwner Org or Location ChangesMABUG 2010University of North CarolinaWILMINGTON Enter the position that needs an update.

Position Change Form (PCF)

MABUG 2010University of North CarolinaWILMINGTON The PCF allows users to make permanent and temporary position budget changes.

PCF (cont.)

MABUG 2010University of North CarolinaWILMINGTONThe PCF allows users to make permanent and temporary position budget changes. PCF (cont.)

MABUG 2010University of North CarolinaWILMINGTONThe PCF allows users to make permanent and temporary position budget changes.

PCF (cont.)

MABUG 2010University of North CarolinaWILMINGTONQuestions?Nancy Phelps University Budget Director University Budget Office (phelpsn@ecu.edu)

Angela Wilson Director of Systems Coordination Systems Coordination (wilsona@ecu.edu)

MABUG 2010University of North CarolinaWILMINGTON