CPBS Web - Workforce Planning Instructions
Use the listing of actions below or click an arrow to view instructions.
- 1.0 Visual Clickable Key
- 2.0 Key Field Entry & Next/Previous Record
- 3.0 Session Status Options
- 4.0 Account View
- 5.0 Workforce File Pop-up
- 6.0 Tools Pop-up
- 7.0 Help Pop-up
- 8.0 Calculations Pop-up
- 9.0 Employee Pick List
- 10.0 SIP Eligibility Pop-up
- 11.0 Hot Link
- 12.0 AIR Flag
- 13.0 Load Distribution Flag
- 14.0 Workforce Account Inquiry Worksheet
1.0 Visual Clickable Key
Click on the arrows below to navigate to additional information.
2.0 Key Field Entry & Next/Previous Record
Navigate directly to any workforce record by entering the employee key and clicking "GO". If you prefer, the employee pick list is always available to you either using the "Recall List" button or the "Tools" > "Rebuild List" > "Employee List" button from the menu.
Next & Previous from sorted employee list - Sort the employee list and then navigate using the Next and Previous buttons.
3.0 Session Status Options
PS Status Acknowledged
This feature of CPBS and CPBS Web reflects the status of the PeopleSoft synchrony. An unchecked box indicates that the record has been flagged as a change in PeoleSoft. Entering a check in the box removes the flag from the record.
Copy Position Distribution
The position distribution may be copied directly to the job distribution fields by clicking on the "Copy Distribution" button.
Recall List Button
If the pick-list is hidden by other windows it can be returned to the front by clicking the "Recall List" button. If the list is unavailable it may need to be rebuilt using the "Rebuild List" option in the tools menu.
4.0 Account View
To view account information without leaving the workforce account, select the "View" button located adjacent to the account number in the distribution panel. The advantage of the "View" feature is that you DO NOT leave the workforce record currently open. If you need to edit the account information you can use the hotlink "GO" button to open the financial account in edit mode.
5.0 Workforce File Pop-up
Refresh
Returns the edits as they appear in CPBS. A refresh does NOT save the record.
Save Record
Updates the CPBS workforce database with edits made to the employee record.
Delete Record
Deletes the current employee record from CPBS (Note: If the record exists in PropleSoft it will be refreshed during the nightly load, however distributions will not be refreshed).
Print Record
The Workforce print record button is located in the File menu.
6.0 Tools Pop-up
Rebuild List
The employee pick list may become unavailable during an edit session. To rebuild the list and navigate to another record select either the Employee or Group list build.
7.0 Help Pop-up
Quick Reference
Direct access to this page.
Help Index
Help index for CPBS Web with links to all CPBS Web documentation.
Error Reporting
Users are encouraged to report errors, system failures, and other issues related to the performance of CPBS Web to the special mailbox at cpbs-help-mailbox@cornell.edu.
8.0 Calculations Pop-up
Adjustment Codes
The Workforce print record button is located in the File menu.
Excel Template
The Budget Office has produced an Excel template to provide assistance with workforce record adjustments. Download the Excel template by clicking the Excel Template button.
Link to Commitment Calculations (excel)
9.0 Employee Pick List
Four field nested sort
Select the field name in the header, choose ascending or descending for each column and click the sort button to the right. Columns will sort and order from left to right. Navigate between records as sorted using the Next & Previous buttons
Employee record selector
Select an employee record by clicking the appropriate radio button.
Flag column
The flag field indicates those records that are NOT in sync with PeopleSoft records. The following key indicates the status of the record:
- M - Record is missing in Peoplesoft
- N - Record is new in Peoplesoft and CPBS
- C - An active payroll field has changed in CPBS
Previous/Next buttons
Navigate between records by selecting next or previous.
10.0 SIP Eligibility Pop-up
SIP Eligibility
SIP eligibility is either on or off. If the employee's SIP eligibility is set to ineligible the record will NOT be visible in SIP. Categories of SIP eligibility are for use by departments to assist in organizing groups of employees.
11.0 Hot Link
Workforce to Financial Hot Link
Click the hot link button to view the financial Worksheet account. You will be prompted to save any unsaved edits before viewing the related financial worksheet.
12.0 AIR Flag
The compensation rate field is populated with the actual compensation rate for those employees flagged as inflated rate paid (AIR) individuals. The salary field will reflect the inflated or annualized rate. This is a change from previous years. AIR flagged records will be indicated by the presence of an "AIR Annualized" label.
13.0 Load distribution flag
Select "Yes" to load to PeopleSoft or "No" DO NOT load to PeopleSoft. If you change labor distributions, you will receive a prompt asking you to select "yes" to upload or "no" to not upload. Please note that if you select "yes" but the employee is not being compensated currently (i.e. the comp rate is zero), the distribution change will not load to PeopleSoft.
Load parameters:
- New distributions for semimonthly paid employees will pass to PeopleSoft with a 7/1 effective date.
- Biweekly employees with restricted funds or split between restricted and unrestricted funds pass with the 7/1 effective date (restricted funds include state and federal funds – fund groups 44X, 45X, 470-474).
- Biweekly employees on unrestricted funds and not split with restricted funds will have an effective date equal to the 1st day of the 1st pay period ending in July. In 2008 that date is 6/19/2008. Fund groups include 332–432 & 461-463.
14.0 Workforce account inquiry worksheet
To view department level summary information select the "Account Inquiry" option located in the "Workforce" menu.
File Pop-up
Use the file pop-up menu to print or export the worksheet.
Employee Hyperlink
Click on the employee name to view the employee record screen.
