Note: The HR Data Warehouse requires Microsoft Internet Explorer Version 6.0 or greater; use of other browsers, including Netscape, will cause unpredictable results and is not supported.
Funding Sources Report
- Click here to go directly to the HR Data Warehouse Overview
- Click here to go directly to the Counts Report User Guide
- Click here to go directly to the Detail Report User Guide
- Click here to go directly to the EPA Rank Report User Guide
- Click here to go directly to the Dashboard Report User Guide
- Click here to go directly to the Data Fields and Definitions User Guide
| Table of Contents |
Introduction
Accessing the Funding Sources Report
Navigating the Funding Sources Report Screen
Report Heading
Selection Criteria
Funding Sources Display Options
Report Data Fields
Sort Criteria
Report Format
Running Your Report Using Microsoft Excel Format
Running Your Report Using WebFocus Viewer Format
User Support and Assistance
| Introduction |
The Funding Sources Report is an ad-hoc reporting tool that is a component of the Human Resources Data Warehouse. Its purpose is to provide University Managers and Human Resources Facilitators with easy and rapid access to current employee funding information from various University business systems. The Funding Sources Report includes data on Faculty and Staff for the most current pay cycle and generates information in a spreadsheet-type format with data in rows and columns similar to Microsoft Excel. Output from the Funding Sources format include data on individual faculty/staff funding sources and their associated Financial Records System (FRS) account attributes, such as in the following example:
One significant feature of the Funding Sources Report is that you have the option to display salary sources for employees in departments other than your departments when you own one or more of the employee’s funding sources. This is designed to facilitate cross-departmental salary planning. This tool also allows you to select from dozens of different data fields to permit you to customize your report output to meet your specific needs.
| Accessing the Funding Sources Report |
To access the Funding Sources 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 current employee funding sources 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 Funding Sources Report Screen |
Select the
button and you will be presented with the Funding Sources Report
screen. All of the Funding Sources 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. Report Heading
2. Selection Criteria
3. Funding Sources Display Options
4. Report Data Fields
5. Sort Criteria
6. Report Format
Use your mouse and Windows scroll bars to move around among the different areas of the Funding Sources Report screen.
| Report Heading |
The first section you will encounter in the Funding Sources Report
screen is labeled 
and appears as follows:
In this section, you can enter up to two lines of alphanumeric characters (text or numbers) that you wish to appear at the very top of your report output for titles. So for example, if you are creating a report of SPA Temporary Employees in your department, you might wish to use the Report Heading as follows:
This would result in the following title appearing at the top of your report output for your reference and those of anyone else you might share your report with:
Human Resources – Department 2228
Report of SPA Temporary Employees
| Selection Criteria |
The second section of the Funding Sources Report is titled 
and permits you to enter various criteria which define which faculty/staff
will be included in your report output. This section appears as follows:
Without making any changes to the screen, the default selection options are
already highlighted in blue such as 
.
The default selection criteria, all highlighted in blue, are:
You do not need to do anything to accept these default selections. If you wish to change these selections, simply point your mouse to the desired selections. So for example, you might instead be interested in seeing both permanent and temporary employees in your department and restricting your report to include only SPA employees. Once you highlight these selections with your mouse, your screen would then appear like the following:
By default, your report will included all faculty/staff within the selected categories that you are authorized to view based on your HR Data Warehouse security permissions. If you are a department-level user, by default, your report will automatically display all faculty/staff within your department meeting the specified selection criteria. If you are a school/division-level user, by default, your report will include all faculty/staff within your school/division that meet the specified selection criteria. And for institutional-level users, such as Human Resources staff, Provost’s Office staff, or Office of Institutional Research staff, as examples, the default report output would include all faculty/staff at the University that meet the specified selection criteria.
There are two other selection options available in the
section: FRS Account and Funding Departments. Each is explained
below.
FRS Account
The FRS Account selection option permits you to limit your report to those faculty/staff salary sources charged against a specific FRS account. This is helpful for example if you wanted to know all of the faculty/staff paid against account 2-22283 only instead of all of the accounts your department may control.
Funding Departments
For those users whose HR Data Warehouse security permits access to faculty/staff in multiple departments, there is another selection choice that permits you to limit your report to up to four specific funding department numbers.
For example, if a single user has access to employees in four different department numbers (9991, 9992, 9993, and 9994), but they only wished to see faculty/staff salary sources in two of these departments (9991 and 9992), then they would complete the Funding Departments selection boxes as follows:
The Funding Departments selection option is not relevant to users who access faculty/staff in only a single department and completing this section is entirely optional, regardless of how many departments you have access to in the HR Data Warehouse.
| Funding Sources Display Options |
The third section of the Funding Sources Report is titled 
and provides three specific approaches in terms of which salary sources to
include in your report. These options are selected by the use of radio buttons
as displayed below. The first option is the default and displays funding sources
for only those employees whose base/home department is one that you have access
based on your HR Data Warehouse security. In other words, if you funded 12
employees, 10 of whom are based within your own department and two of whom
are based in other departments, your report would only include salary sources
for the 10 employees based in your own department.
The second display option allows you to see your department’s funding sources for all employees that you fund, including those who may be based outside of your own department. Use your mouse to select the radio button next to the second display option.
Using the previous example scenario, if you had selected the second option, your report output would now include funding sources for all of the 12 employees that you fund including those who are not based in your department number(s). For your own employees, you would see all funding sources displayed. For employees you fund that are based in other departments, you would see only those funding sources that you own.
The third display option allows you to see all funding sources for all employees that you fund, including funding sources that are based outside of your department. With the third option selected, using our example scenario, your report would now display every funding source for the 12 employees, including those funding sources you do not own for employees based in other departments.
| Report Data Fields |
Scrolling further down the Funding Sources Report, you will come
to the fourth section. This is the 
section and contains all of the various data fields that are available to
be included in your report output.
The data fields are grouped into various categories for ease of identification. By default, the data field for Full Name is included in all report output (e.g., John S. Doe) and this field is already selected with a check-mark. All of the remaining data fields are unchecked and available for your selection. To include a data field in your report, you would click the checkbox immediately to the left of the data field name. For example, to include FRS Account, Amount, and Percentage in your report, you would click the appropriate checkboxes on your screen, which would then appear as follows:
To help you quickly select or unselect multiple fields at once, each major
grouping of fields on your screen has a 
and 
option. So for example, if you wish with a single click to select all of the
Employee in Position fields, check the
checkbox immediately below the Employee in Position title, as follows:
Once you do this, all of the fields in that section will be selected for
you at once. You may then decide to check or uncheck any of these boxes as
desired. If you change your mind and wish to deselect all of the selected
fields within this section at once, you would check the
checkbox immediately below the Employee in Position title, as follows:
You will note that all of the checkboxes that were previously checked are
unchecked. The
and
functions are provided for your convenience to allow you to quickly select
those fields you wish to include in your report output. You may use these
or select desired fields individually.
| Sort Criteria |
The fifth and next to last section on the Funding Sources Report
screen is titled 
and appears as follows:
This section permits you to define the sort order of the Faculty/Staff data that is included in your report. By default, the faculty/staff that meet all of the criteria you have specified for your report are sorted in Last Name order. So for example, using the default sort order of Last Name, your output would appear sorted as follows:
If you wish to change the sort order to sort instead by Object Code, you would change the Sort Criteria for Level 1 to Object Code. You can choose either Ascending Order (the default) which sorts from low to high (e.g., A to Z or low number to high number) or Descending Order which is high to low (e.g., Z to A or high number to low number). The No Page Break/Page Break option allows you to ask for a separate page each time the value in the sort fields you have requested changes. For example, if you made your Level 1 sort field Object Code and specified the Page Break option, your report output would include a separate page for each group of staff with a different Object Code. A second level of sorting, Level 2, is also provided if you wish to sort your data by a second data field within the sort order defined in Level 1.
In the following example, we have asked for our report output to be sorted at Level 1 for Object Code in Ascending Order with No Page Break.
Using these parameters, your report would then be resorted so that the data is organized in object code order.
| Report Format |
The last section of the Funding Sources Report screen is a section
titled 
. This
section allows you to choose between two report formats: Excel 2000 and WebFocus
Viewer. Excel 2000 will provide your report directly into Excel format. Depending
on your browser settings, your Excel spreadsheet may open directly within
your browser or you may be prompted to open or save the file which is then
accessible using the Microsoft Excel program on your personal computer. When
using the Excel format, you will able to sort, format, and analyze your data
using all of the powerful features of the Microsoft Excel program. The WebFocus
Viewer format is a tool that allows you to display, navigate, search and print
your report output. WebFocus Viewer presents your data directly through your
web browser but does not permit further formatting or sorting of this data
as Microsoft Excel does. Both formats are useful to view and work with your
data and each offers distinct advantages. You may wish to experiment with
both to decide which best meets your reporting needs.
| Running Your Report Using Microsoft Excel Format |
Once you have finished selecting all of the various options for your report,
you are ready to submit your reporting request by selecting the 
button. Once you select this button, your report is submitted to the HR Data
Warehouse. If you selected the Excel 2000 output format, the following screen
would be displayed when your report is ready to view:
If you receive this warning, click on the
Select the |
Microsoft
Internet Explorer Version 6.0 and later is equipped with pop-up blocking
features. If you have pop-up blocking enabled, you may first receive
a warning immediately below your address bar that says “To help
protect your security, Internet Explorer blocked this site from downloading
to your computer. Click here for options ….”. This warning
appears at the very top of your browser screen as follows:
text and you will be presented with the following options: 
option and you will then see the Once the 
options are displayed, you have three buttons to choose from:
You may select the 
button to work with your file directly in Excel. Again, depending on your
Internet browser settings, Excel may open directly within your web browser
or within the Microsoft Excel program directly. This is entirely dependent
on how your browser is configured when you open an Excel file with a browser-based
application such as the HR Data Warehouse.
|
The 
button will allow you to save your report, in Excel format, to your local
or network hard disk. When you select this button, you will see the following
displayed:
The default file name is ibiweb.xls; you should change the file name to something that will be more meaningful for you when you retrieve this report.
The 
button will cancel your reporting request and return you to a blank page within
your web browser.
If your Excel report output was displayed directly within your web browser
(as opposed to within the Microsoft Excel program), when you are done viewing
your report or if you hit the cancel button at the point of downloading your
file, you will need to use the 
icon on your web browser tool bar to return to the Funding Sources Report
screen. You may need to hit the
icon several times to return to this screen.
| Running Your Report Using WebFocus Viewer Format |
If you choose the WebFocus Viewer format for your report output, once you
have selected the
button and your report is generated by the HR Data Warehouse, a new separate
browser window will open which appears as follows:
This window is the WebFocus Viewer, a tool used by the HR Data Warehouse to display your report output for the Funding Sources Report.
The very first page of your report output, which is displayed above, indicates the number of individual Faculty/Staff which have been included in your report based on the criteria you selected. In the above example, 71 faculty/staff were included in the report output. In the lower left corner of the display, you will see the total number of pages contained in your report. A series of icons at the bottom of your screen allow you to navigate through your report output. These icons, when pressed, perform the following functions:
Goto page: By entering the desired page number in the Page
3 of 3 box and then clicking ,
you will be advanced to the requested page. So in this example, if page 1
were displayed on your screen, you entered page 3 of 3 as above and hit this
icon, page 3 would immediately display on your screen.
All pages: Pressing this icon displays your report as a single page
which you can scroll up or down to view all of your report data at once.
Goto first page: Regardless of which page of the report is displayed
on your screen, you are taken to page 1 of your report which displays the
number of faculty/staff included in your report.
Previous page: This displays the previous page to the one displayed
on your screen. As an example, if your screen shows page 3 and you hit this
icon, you will be taken to page 2.
Next page: This displays the next page after the one displayed on
your screen. As an example, if your screen shows page 2 and you hit this icon,
you will be taken to page 3.
Goto last page: Regardless of which page of the report is displayed
on your screen, you are taken to the very last page of your report.
Search: You can enter a search term, such as in the example, the
word “Analyst”, and press the 
icon. You will be taken to each occurrence of the search term in your report.
Search Case: By default, the search function above will respect the
case of the search term you enter. So if you enter “Analyst” as
in the example with a capital “A”, the word “analyst”
with a lowercase “a” would not match and be found. If you select
the
icon, it then appears with a red line through it 
indicating that the case of the search term you entered will be ignored and
any matching search term regardless of case will be found.
Search Direction: This determines which direction, forward or backward,
from your current page, your search will be performed. The default is forward,
but if you select the
icon, the search direction will change to 
and only those pages prior to your current page will be searched.
Help: This icon, when selected, will display in a separate window
the Help text for the WebFocus Viewer tool.
Close Report Viewer:
By selecting this icon, the WebFocus Report Viewer will be closed and you
will be returned to the Funding Sources Report screen of the HR Data
Warehouse.
|
Each time you select the 
button, using the WebFocus Viewer option, a new browser window will open with
your report output. If you run three reports, one after the other, unless
you close the resulting individual browser windows, each report will remain
available in a separate window. The Funding Sources Report will continue
to remain active in its own separate window so that you can change your selections
and re-run your report as many times as desired and compare the different
outputs, if desired, to see the effect of changing your report selections.
If you select the Excel 2000 output option, your screen output will appear
slightly differently and these differences are explained in this User Guide
in a discussion of the Excel 2000 output option.
| 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.