This view is designed to facilitate summary reporting on the number of personnel transactions recorded in HRMS for user-specified sectors of the campus in each month or group of months (e.g., quarter or year). Grouping-category fields are included to allow reporting disaggregated by Org_Node, Job Code, Salary Grade, Empl_Status, Appointment Type, Employee Relations Code, Bargaining Unit, etc. Only a subset of HRMS transactions are summarized (see bulleted list below).
Only a subset of job rows effective during each month for which summaries are generated are counted:
Job rows categorized as "Principal" or "Budgetary-Hold"
Action Code is one of the following: ADD, COM, DEM, HIR, JRC, LOA, PAY, PLA, PRO, REH, TER, and XFR (these codes are described in the HCM: Action/Reason Chart)
Only one Action Code + Action Reason combination is counted for an Employee in any given Employment Record on any given date.
This view is created in two varients, which aggregate summary counts in organizational units (Control Units, Divisions, etc.) differently:
PERSONNEL_TRANSACTION_V aggregates summary counts using the reporting line effective at the time the view was last updated (generally once per month). This yields reports that show a unit's data as it would have been if the unit had always contained the departments it contains now.
PERSONNEL_TRANSACTION_ED_V aggregates summary counts using the reporting line effective at the time the summary describes. This yields reports that show a unit's data actually was - without regard to subsequent addition or loss of departments, etc., due to reorganizations.
Users with reporting privileges in the Workforce Summary subject area may report on nodes in the campus Organizational Hierarchy for which they have reporting rights, as well as "parents" and "children" of those nodes.
Published in:- HRBAIRS .ws
Contains fields:
| EMPL_RELATIONS_CD |
The Employee Relations code indicates whether a job is that of a manager or supervisor; and whether or not the position is considered "confidential." In summary views, indicates the Employee Relations code for which data is summarized in a row. |
| PERSONNEL_STATUS_CD |
A person in HRMS can be an Employee ("E") or a Non-employee ("N"). This status is stored in the field PERSONNEL_STATUS_CD. In summary views, indicates whether a row summarizes data on Employees or Non-Employees. |
| UNIT_CD |
Code representing a campus bargaining unit. Examples include: 99 (Non-represented), CX (Clerical Unit), RX (Staff Research Profession Unit), SX (Service Unit). In summary views, this field indicates the bargaining unit summarized in a row of data. |
| TRANS_CNT |
The number of personnel transactions included in a row of summary data. This field is closely related to JOB_CNT, which appears in other views than PERSONNEL_TRANSACTIONS. Note that the value of the field is calculated from the number of individuals' job-level rows that matches grouping-category field data in the summary row (e.g., the count of job-level rows whose APPT_TYPE = APPT_TYPE_CD; etc.), as well as other criteria that limit job-level rows that are included in the PERSONNEL_TRANSACTIONS views. |
| APPT_TYPE_CD |
A code representing the Appointment Type summarized in a row of summary-view data. |
| EMPL_STATUS_CD |
The Employee Status (e.g., Active, Leave with Pay, Leave without Pay, Suspended, Terminated, etc.) summarized in a row of summary-view data. |
| JOB_CD |
A code representing the job (classification) summarized in a row of summary-view data. |
| JOB_FTE_CNT |
The sum of FTE from job-level rows of individuals' HRMS data included in a row of summary data, irrespective of whether the individuals' rows are Primary Appointments or not. See PRIMARY_APPT_INDEX for more on this topic. The value of the field is calculated from data in individuals' job-level rows that matches grouping-category field data in the summary row (e.g., the sum of FTE from job-level rows whose APPT_TYPE = APPT_TYPE_CD; etc.). |
| MONTH_KEY |
A database key identifying the month and year of data represented by a row, generally in data warehouse summary views. A numeric value, constructed of a four-digit numeric year concatenated with a two digit numeric month; for example, Oct 2003 is 200310, while Jan 2003 is 200301. |
| ORG_KEY |
A database key identifying the ORG_NODE associated with data represented by a row, generally in data warehouse summary views. A numeric value, the function of this key is use instead of ORG_NODE when joining certain views, to improve database performance. |
| ORG_NODE_CD |
The ORG_NODE on which a row of data is summarized in summary views. See ORG_NODE for more information. |
| PRIMARY_APPT_FLG |
A logical value to indicate whether the row of data in a summary view summarizes from job rows that are a Primary Appointment / Job, or job rows that are not Primary. See PRIMARY_APPT_INDEX for more information on this concept. The value of this field is "Y" if the row summarizes Primary job rows; otherwise, "N." |
| PRIMARY_JOB_CNT |
The number of job-level rows of individuals' HRMS data included in a row of summary data, only counting those individual row which are Primary Appointments. See PRIMARY_APPT_INDEX for more on this topic. In the PERSONNEL_TRANSACTION views, this field contains the number of Personnel Transactions that occurred in an employee's Primary Appointment; the total number of personnel transactions summarized in the row are contained in the field TRANS_CNT. Note that the value of this field is calculated from the number of individuals' job-level rows that matches grouping-category field data in the summary row (e.g., the count of job-level rows whose APPT_TYPE = APPT_TYPE_CD; etc.), in addition to meeting the Primary Appointment criterion described above. |
| PRIMARY_JOB_FTE_CNT |
The sum of FTE from job-level rows of individuals' HRMS data included in a row of summary data, where the individuals' rows are Primary Appointments. An employee has exactly one Primary Appointment on any given date. See PRIMARY_APPT_INDEX for more on this topic. The value of the field is calculated from data in individuals' job-level rows that, in addition to the condition described above, match grouping-category field data in the summary row (e.g., the sum of FTE from job-level rows whose APPT_TYPE = APPT_TYPE_CD; etc.). |
| SAL_GRADE_CD |
A code representing the Salary Grade summarized in a row of summary-view data. |