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- Click here to go directly to the HR Data Warehouse Overview
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- Click here to go directly to the Data Fields and Descriptions User Guide
Table of Contents Introduction
Accessing the EPA Rank Report
Navigating the EPA Rank Report Screen
Select EPA Rank Display Option
Select Report Detail Option
Select Organizational Unit
Select Employee Criteria
Running Your Report
Data Fields & Descriptions
User Support and Assistance
Introduction The EPA Rank Report is a reporting option in the Human Resources Data Warehouse that provides the user the ability to extract detailed rank information for EPA employees from the EPAWeb System. The EPA Rank Report includes all EPA employees, including Zero Base Rate employees. The information is generated in the Microsoft Excel format. An example of output from an EPA Rank Report would appear as follows:
Accessing the EPA Rank Report To access the EPA Rank 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 an EPA Rank 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 EPA Rank Report Screen Select the
button and you will be presented with the EPA Rank Report screen. All of the EPA Rank 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 EPA Rank Display Option
2. Select Report Detail Option
3. Select Organizational Unit
4. Select Employee CriteriaUse your mouse and Windows scroll bars to move around among the different areas of the EPA Rank Report screen.
Select EPA Rank Display Option The first section of the EPA Rank Report is titled
and provides four specific methods to report on an employee’s rank information. You would select one of these by the use of the radio buttons as displayed below.
The first Rank Display option is the default and displays ranks only for those appointments owned by your department(s).
The second Rank Display option allows you to display all ranks for employees for whom you are the primary rank department.
The third Rank Display option allows you to see all ranks for employees for whom you are the check/home department.
The fourth Rank Display option allows you to see all ranks for employees for whom you are the appointing department for one or more ranks (either primary or secondary.
Use your mouse to select any of the radio as displayed below:
Select Report Detail Option The second section of the EPA Rank Report is titled
and provides two standard reports: Basic or Expanded. Both report detail options display primary and secondary ranks, rank codes, titles, and modifiers. The Expanded Report Detail report also includes employee demographics, salary, and funding information.
Select Organizational Unit The third section in the EPA Rank 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 EPA Rank 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.
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 Employee Criteria The last section of the EPA Rank Report screen gives you the option of choosing which faculty/staff will be included in your report output. This section appears as follows:
Without making any changes to this section, the default selection option is
.
You do not have to select anything to accept the default selection. If you wish to change this selection, simply click with your mouse on the desired option. So for example, you might instead be interested in seeing Zero Baserate employees only. Once you highlight this option with your mouse, your screen would 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.
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.