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Dashboard Report
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| Table of Contents |
Introduction
Accessing the Dashboard Report
Navigating the Dashboard Report Screen
Select Organizational Unit
Select Benchmark Organizational Unit
Select Time Period for Report
Select Output Options for Report
Running Your Report
Error Messages
Data Fields and Descriptions
User Support and Assistance
| Introduction |
The Dashboard Report is a powerful tool in the Human Resources Data Warehouse that provides metric and trend reporting. A unique feature of this reporting tool is the user’s ability to benchmark department metrics against other University organizational units.
The Dashboard Report includes the following counts and/or percentage metrics for active, full-time, permanent EPA/SPA employees:
Headcount, Voluntary and Total Turnover, EPA/SPA Indicator, Faculty/Non-Faculty Indictor, Faculty Tenure Status, Gender, Race, Age (Mean/Median), Mean Annualized Total Salary, SPA Performance Rating, SPA Length of Service, and Source of Funds.
All of the metrics exclude employees who are On-Leave, with the exception of Turnover. The Turnover metrics include On-Leave EPA employees who are in full or partial pay status.
| Accessing the Dashboard Report |
To access the Dashboard Report screen, log on to the Human Resources Data Warehouse by pointing your web browser to:
When you select the link for the HR Data Warehouse, you will see the following login screen:
Enter your UNC-CH Onyen and Onyen password and select the 
button to proceed to the HR Data Warehouse main menu, which appears below:
Select the 
button. After you select this button, you are taken to a new screen which
you scroll through to view and select all of the reporting options to generate
a Dashboard Report. This User Guide describes the various areas of
the screen as you scroll from top to bottom and highlights all of the relevant
options available for you to customize your report output. Each of these options
is organized into specific sections and is described below.
| Navigating the Dashboard Report Screen |
After you select the
button, you will see the Dashboard Report screen. All of the Dashboard
Report options are presented on a single screen which you scroll through
to view and select prior to running your reports.
The User Guide describes the various sections as you scroll from top to bottom within the screen. The sections are as follows:
1. Select Organizational Unit
2. Select Benchmark Organizational Unit
3. Select Time Period For Report
4. Select Output Option for Report
Use your mouse and Windows scroll bars to move around among the different areas of the Dashboard Report screen.
| Select Organizational Unit |
The first section in the Dashboard Report screen is 
.
This section is used to identify the specific organizational areas for those
employees to be included in your report, such as Department 2228 or an entire
School (if you are a Dean’s Office user). This portion of the screen
appears as follows:
The Dashboard Report will only display and permit you to select organizational units for which you have authorization based on your Data Warehouse security permissions. The vast majority of HR Data Warehouse users will only have selections at the Department level, while Dean/Division-level offices will typically have selections available at both the Department and School/Division levels. Some Departments or Dean/Division offices will also have selections in the Sub-Unit/Area section. The selections in the Vice Chancellor section will only be available to central office users with institutional reporting responsibilities, such as the Office of the Provost, the Office of Human Resources, or the Office of Institutional Research.
You have the option of generating employee metrics based on the Check/Home Department or Base/Appointing Department. Since Base/Appointing Department is only applicable to EPA employees, your report will only include metrics applicable to EPA employees.
The selection of the organizational unit(s) can be done from only one of the organizational levels at a time. For example, if selections are available to you at both the Department and School/Division levels, you may make selections in one of these levels, but not both at the same time. However, within each of the displayed organizational levels, such as Department, you can choose multiple selections by using the Ctrl key on your keyboard to select more than one. (This multiple selection feature is a typical Microsoft Windows application function.)
If you do not have access to an organizational unit/level you think you should have or see an organizational unit/level displayed that you should not have access to, please notify the HRIS Help Desk immediately by contacting 962-HELP or by submitting a web-based Remedy ticket.
| Select Benchmark Organizational Unit |
The second section in the Dashboard Report screen is 
.
This section is used to identify the specific organizational area you wish
to benchmark against. If you choose not to include a benchmark unit, do not
make a selection from this area.
This portion of the screen appears as follows:
The Dashboard Report will display and permit you to make one selection from the Department, Sub-Unit/Area, School/Division, or Vice Chancellor organizational unit associated with your authorized Data Warehouse security permissions. The organizational units displayed on your screen will be based on your EPAWeb or HRIS (InPower) security access.
For example, a user with access to only Department 4228 will have the following Benchmark Organization Unit screen options displayed:
If you do not have access to an organizational unit/level you think you should have or see an organizational unit/level displayed that you should not have access to, please notify the HRIS Help Desk immediately by contacting 962-HELP or by submitting a web-based Remedy ticket.
| Select Time Period for Report |
The third section of the Dashboard Report screen is 
.
This is where you select which time period(s) you wish to report on for your
Organization Unit(s) and the one time period you wish to select for your Benchmark
Unit. You may choose from one of three options: UNC-CH fiscal year-ends (06/30/XXXX),
calendar year-ends (12/31/XXXX), or a Federal fiscal year-end (09/30/XXXX).
The year-end files are added into the Data Warehouse shortly after each fiscal
or calendar year-end. Currently, there is only one Federal fiscal year-end
available.
The UNC-CH Fiscal Year End payroll is the default option, which is displayed above. Use your mouse or Tab key to move to the Calendar Year End or Federal Fiscal Year End radio buttons.
For the example below, you have selected the Calendar Year End option and the screen should appear as follows:
In the screen above, the left column, under the title Time Period Selection, contains the available time periods to select. You may now select one or more calendar years for your report, either individually or together using the Ctrl key on your keyboard.
To select one or more years, highlight one or more years with your mouse
and once you have selected the fiscal years of interest, select the 
button to move your selected years to the column in the middle under the heading
Time Periods for Report. For example, if you select Calendar Years
2004 and 2005, your screen will now appear as follows:
You may use the 
button to remove one of your selected years from the Time Periods for
Report. So for example, if you decided to change your selection and just
report on Calendar Year 2005, you would highlight the 2004 entry in the Time
Periods for Report column with your mouse and then select the
button. Your screen would then appear as follows:
On the column to the left, under Time Period Selection, you may
use the 
button to
select all the displayed years at one time and then use the
button to move them as a group over to theTime Periods for Report
column. You may also use the 
button to the right of the Time Periods for Report section to remove
all selected entries and start again.
Use the identical steps outlined above to select from the UNC-CH or Federal fiscal year-ends by first selecting the appropriate radio button and moving the desired years from the left column to the middle column.
The last column on the right in the Time Periods for Report section
is titled Time Period for Benchmark. Once you have picked the Time
Periods for Report, the drop down box under the Time Period for Benchmark
will contain all the years selected in the Time Periods for Report
column. Using the 
,
you are allowed to select only one of the years as the Time Period for
Benchmark. If you wish to change the selected benchmark year, simply
click on the
and select another year from the choices. You do not make a selection if you
are not including a benchmark unit in your report.
| Select Output Options for Report |
Your final choice before running your report involves the output format.
These options are displayed in the 
area of your screen, which appears below:
Three output formats are available to choose from: PDF (this is the default and refers to the Adobe Acrobat format), Microsoft Excel, or HTML, which displays your output directly in your web browser.
The PDF format requires the Adobe Acrobat reader, which is available free of charge from http://www.adobe.com/. The Microsoft Excel option requires any version of Microsoft Excel, although Microsoft Excel 2000 or later is recommended.
The PDF format provides the most polished results without requiring any additional formatting on the part of the user. However, for presentation purposes, the user is limited to selecting only two years of department metrics and, if selected, one year of data for the benchmark unit.
The Excel format is recommended when you want to report on more than two years of metrics for a department or wish to further format or analyze the data using the features of Microsoft Excel.
You are able to display multiple selections from one of the organizational levels in either of the Report formats. The report will display each of the selected unit’s metrics separately against the benchmarked unit in the report.
For example, the Excel format report will appear as follows:
| Running Your Report |
As previously noted, once you have selected all of the desired report options,
select the 
button at the very top or bottom of the report screen. Your report request
will then be sent to the HR Data Warehouse and your report output returned
to your screen.
Depending on the size of the organizational unit you are reporting on, the time needed to retrieve your report will vary. Most reports are generated within 30 seconds of your request, although especially large data sets covering major segments of the University may take as much as a minute or more to produce.
If you experience significant response time problems in producing a requested report, contact the HRIS Help Desk for assistance.
| Error Messages |
The HR Data Warehouse reporting tool has various built-in error checks to assure that you have supplied all of the mandatory information needed to complete your report. The system performs its error checks and notifies you if any errors need to be corrected prior to producing your report. As an example, if you fail to make any selection in the Select Organizational Unit section of the Dashboard Report screen, a separate browser window will be displayed which displays the appropriate error message. In this example, the following would be displayed:
Once displayed, you may select the 
in the far upper right of this browser window containing the error message
to close out this screen and return to the main screen of the Dashboard
Report. At this point, you can go ahead and add your organizational unit
selection and select the
button again to re-run your report. Assuming you have supplied all of the
required selections, your report should now be displayed.
If more than one error is found, they will be listed together, as in the following example where the user both failed to select a time period and an organizational unit for the report.
If you receive an error message you do not understand or believe is incorrect, please contact the HRIS Help Desk for further assistance or submit a web-based Remedy ticket. In such cases, please ensure that you record all of your screen selections that were made prior to receiving the error and well as the specific error messages that were displayed. This will assist the HRIS Help Desk staff or Data Warehouse programmers in troubleshooting your reported problem.
| Data Fields and Descriptions |
The HR Data Fields and Descriptions link will open a separate window to the HR Data Fields and Descriptions document. This document contains every employee data field available in the HR Data Warehouse, along with a description and the associated values for each field. We have included the appropriate selection criteria, calculation or definition for any metric or derived field. Currently, there are more than 120 data fields available for your reporting needs. It is recommended that you consult this information if you have questions, prior to contacting the HRIS Help Desk for assistance.
| User Support and Assistance |
User support for the Human Resources Data Warehouse is provided by the HRIS Help Desk. For problems accessing or using this application, contact the HRIS Help Desk by calling 962-HELP and indicating that you need support for the Human Resources Data Warehouse or by submitting a web-based Remedy ticket by pointing your browser to https://www.unc.edu/ar-bin/websub/index.pl. Select Human Resources Data Warehouse Support as the type of help needed and enter comments in the description area.