Payroll Details (Other Organizations)

Owned by Elliott Kervin
Last updated: Oct 06, 2023 by Corrine Krauss
5 min read

Properties

Report Name

Payroll Details (Other Organizations)

Summary

This report contains both summary and detailed information payroll actual expense for Account 10230 and Work Orders starting with 99020.

Audience(s)

Financial Administrators at other organizations

Workspace(s)

Finance - Reports

App

Finance - Campus Reports

  • App Audience(s)

    • Department Administration

Data Security

Individuals with access to HR/Scholarship details in Unit4 on a given work order will have access to see that work order in this dashboard

Policy 46 Data Classification

Confidential

Updated

30-Sep-23

Status

published

 

Report Description

This report contains both summary and detailed information payroll actual expense for Account 10230 and Work Orders starting with 99020.

The payroll position actuals information provides detailed information of the payroll expense in Workday by account attribute (Account, Work order, Activity and Student Type), broken down by employee per month.

Data Security

This report is subject to the reporting access data control hierarchy used in Unit4. An individual’s position in the data control hierarchy, as well as the level of access (HR/Scholarship details or not) will determine how much or how little information will be returned when viewing this report.

Department Administrators have any role classification at the org unit level and above.

Report Contents

Filter Pane

  • Filters applied on all pages of the report

    • Account is “10230”

    • Work Order starts with “99020”

  • Filters can exist for a single visual (visible when that visual is selected, unless filters are specifically hidden), for the whole page, and for all pages.

    • Most visual level filters are hidden, as the fields contained within them are available to filter at the page level.

  • Additional filters may be relevant based on the visualization that is active at a point in time.

Help Buttons

The info buttons are available on many of the pages in the report and include links to:

  • 1) Power BI Report Instructions

    • On the landing page this directs to an instruction page in the report that gives high level guidance on the use and navigation of Power BI Reports.

  • 2) The UW BI Notification App - a place for Finance to publish updates or information about service outages.

  • 3) Guidance and Instruction Documentation - a link to this Confluence page instructions for the report.

  • 4) Report an Issue in Jira - a link to submit a ticket to Finance about an issue with the report.

  • 5) Provide feedback on this report - a link to a Microsoft Form to submit feedback about the report.

Detailed Salary Reporting

  • The reports/pages in this section have migrated to Power BI from MSBI reporting. They show varying information relating to Salary Actuals and/or Commitments.

Salary and Benefits Expenses by Fiscal Year

1) Slicer Panel

  • These slicers control the information that is displayed in the Matrix (2) below.

    • To view information in the matrix an Org Unit, Work Order or Employee must be Selected.

      • This is to avoid issues of poor report performance due to loading large amounts of data.

    • “Clear all slicers” button will reset any selections made in all of the slicers.

2) Salary and Benefits Matrix

  • This matrix shows detailed salary and benefit information broken down in the rows by Org Unit > Cost Centre > Account > Employee (ID & Name), and in the columns by Fiscal Year and Month.

  • Users can expand or collapse rows using the plus and minus icons.

  • Other drilling options are available via right-clicking on a selection, or using the headers that appear in the top right when hovering over the table.

    • Hovering on the question mark icon in the header will bring up more information on drilling action.

3) Report Info Button

  • Hovering on this icon will bring up a tool tip with page specific information.

4) Back (to Previous Page)

  • Click on the Back arrow button on the top left to return to the previous page.

5) Home (Return to Landing Page)

  • Clicking on the home icon will return the user to the Landing Page

6) Help Buttons

Benefits Summary by Components

1) Slicer Panel

  • These slicers control the information that is displayed in the Matrix (2) below.

    • To view information in the matrix an Org Unit, Work Order or Employee must be Selected.

      • This is to avoid issues of poor report performance due to loading large amounts of data.

    • “Clear all slicers” button will reset any selections made in all of the slicers.

2) Benefits Matrix

  • This matrix shows benefits information broken down in the rows by Month > Org Unit > Cost Centre > Account > Employee (ID & Name), and in the columns by Benefits Code.

  • Users can expand or collapse rows using the plus and minus icons.

  • Other drilling options are available via right-clicking on a selection, or using the headers that appear in the top right when hovering over the table.

    • Hovering on the question mark icon in the header will bring up more information on drilling action.

3) Code Description Card

  • Clicking on a benefits code column in the matrix will populate this card, showing the full code description if it is available.

4) Report Info Button

  • Hovering on this icon will bring up a tool tip with page specific information.

5) Back (to Previous Page)

  • Click on the Back arrow button on the top left to return to the previous page.

6) Home (Return to Landing Page)

  • Clicking on the home icon will return the user to the Landing Page

7) Help Buttons

Roadmap

Safe Harbor Statement

The following reflects the current plans based on known requests and information, data availability and capabilities in Microsoft Power BI.  It is intended for information purposes only and is not a commitment to deliver any specific reporting or functionality. 

Priorities and timing may change based on future events such as: new items identified, enhanced data and/or system capabilities, or other external constraints.  Future investigation of specific items may also result in the conclusion that the request is not feasible.  We will endeavor to update this roadmap as significant updates become available.

Planned for Next Update

Future Versions and Investigations

  •  

 

Change History

Version

Status

Changes

Date

1.0

published

Initial deployment

Sep 30, 2023



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