UNC HR DATA MARTUNC Financial Systems Conference– 4/16/2012

Presenters

Ann Lemmon – UNCGA - Associate Vice President for Human Resources

Steven Hopper – UNCGA – Director of Online Services

Background

SPA reporting requirement to Office of State Personnel (OSP)

Campus data entry to PMIS (14 of 16) Transaction level Duplicate entry (Banner + PMIS)

Labor intensive Not as accurate as data in Banner

Motivation

PMIS to Beacon for central payroll UNC did not participate UNC FIT / Shared service center

No payroll = No need for transactions Still must satisfy reporting requirements to OSP

Solution: Create a UNC Data Mart “Snapshot” instead of transactions Automatically fed from Banner

Goal: More accurate data (more effective) Eliminate duplicate entry (more efficient)

Data Elements - Summary

Employees

•Campus ID•SSN•Name (first, last, middle, suffix)

•Date of birth•Effective date•Employee type•Employee status•Ethnicity/Race•Gender•Citizenships status•Educational attainment level

•Veteran status•Disability status•FTE•Appointment type•Faculty tenure status•Academic rank•Base Salary & modified date

•Competency level•Performance rating•Separation status & date• Initial hire date•State service date•Retirement program

Positions

• Position number• Working title• Position Type• Appointment type• Faculty vs. Non

Faculty• Effective date• Established date• Reclassification

date• Status• Career banding

schematic code• Competency level• Budgeted base

salary• FTE• County of job• Wage-hour status• Manager/

Supervisor• Occupational

Activity• JCAT• CUPA

Jobs

• Campus ID• Position number• FTE• Is primary

appointment

Budgets

• Position number• Effective date• FTE• Budgeted base

salary• Funding source• NCAS company

code• NCAS budget code• NCAS fund code• NCAS account

number• State funding type

Web Services Architecture

Exam Proctoring System Collaboration with ECU Centrally hosted web

application to facilitate proctoring for online exams

Designed for all campuses

Problem: When faculty logs in, we needed to know the courses they were teaching. Same for student and the

courses they were taking

Solution: Direct integration back to campuses Banner with secure web services environment

Demo

Login – Use your campus credentials!

Invoke data feed

Show processing log and error report

Show interface for browsing the 4 views

Data Dictionary

Adhoc Reports

Submission Protocol

Timeline

Phase 1 SPA Permanent / Time Limited

All campuses on 10/2011

EPA Permanent / Time Limited All but NCSU by 4/2012

Phase 2 during Fall 2012

Reconciliation with PDF Add non-permanent employees Add additional data elements Special reports More sophisticated access control