Annual Academic Raise - Add Change Report

Introduction

This tile opens a report that provides changes to employee records that affect the raises during the raise process. This report will capture when records are added, removed, change in appointment basis, change in union status, change in UNTF %, and change in salary.

To begin, from Add Change Report Tile:

  1. Select College/MAU.
  2. Select Department.
  3. A row will be provided for each department related to employees with a change.

Notes:

  1. The entered College/MAU and Department entered will be limited based on access, however the results will show all related values for the employee with a change.
  2. An additional filter exists for Personnel Number, but College/MAU and Department are required fields.

Tip: For best results when typing in a search field select the appropriate values that prefill. 

Default Display

The default display is grouped by employee name, and then is sorted by employee name. A row is provided for each employee with variance and includes the following columns and data:

  • Person Name – employee’s preferred name formatted ‘last name, first name’.
  • Personnel Number – unique number for employee’s assignment.
  • Job Title – the job title for the employee’s assignment.
  • Employee Subgroup – employee’s appointment type.
  • Joint? – yes/no column where yes indicates the assignment requires joint approval and no indicates does not require joint approval.
  • UNTF% - percent of assignment that is union.
  • Weighing % - for joint funding approval, the percentage of salary covered by the department.
  • Current UNTF FTE Salary – current full-time equivalent salary for UNTF portion of assignment.
  • Current FTE Salary - current full-time equivalent salary for non-union portion of assignment.
  • Action – type of change to record. Actions tracked are record added, record removed, change in appointment basis, change in union status, change in UNTF %, and change salary.
  • Old Value – where applicable, the value before change e.g. employment percent.
  • New Value – where applicable, the value after change e.g. employment percent.
  • Employee Unit – the concatenated number and name of unit associated with the listed raise entries in this row.
  • Changed on Date - date the change was added to the raise application. 

Note:

Records will only appear in this report when there is a change to the record. This is a cumulative report so the records will remain through the process.

Tool Bar

  1. Expand AllExpand All
    • When clicked will expand any grouped data that was previously collapsed.
  2. Collapse AllCollapse All
    • When clicked will collapse grouped data that was previously expanded.
  3. Download ExcelDownload Excel
    • When clicked will download the specified department using the default layout with all formulas.
  4. SettingsSettings
    • Open settings to change the default groupings, sort, or column display.
  5. MaximizeMaximize
    • While clicked will pop the raise list out in from the the default application screen. The icon will switch to minimize at that point to close the new view.

Download Excel

  1. Enter/Select College/MAU.
  2. Enter/Select Department.
  3. Click on Download Excel icon.
  4. The file that downloads will be given a name using the following format “AcadRaise_change_(dept number)_(date time stamp).

Authorization and Access

To access the Add Change Report, users must have an applicable security role in place:

  • Department Maintenance roles:  ZDHR_Raise_Dept_Maint_XXXXXXXX
  • College/MAU Maintenance roles:  ZDHR_Raise_MAU_Maint_XXXXXXXX
    • Automatically inherits edit access at the department level for all departments reporting to that College/MAU.
  • Department Display Only roles:  ZDHR_Raise_Dept_View_XXXXXXXX
  • College/MAU Display Only roles:  ZDHR_Raise_MAU_View_XXXXXXXX
    • Automatically inherits view access at the department level for all departments reporting to that College/MAU.
  • University Display Only role: ZDHR_Raise_Univ_View

Employees will appear on the report according to their position’s reporting relationships as well as funding, with exception. Employees appearing on multiple lists will be labeled as Joint. 

If you do not find the expected list Colleges/MAUs or Departments in the Annual Academic Raise tiles, please request access through an IT Access Request. If you do not find employees where expected, please reach out to Classification & Compensation.