Workforce Brio-Hyperion Standard Reports for Budgeting
The HR Budget Data Mart has three workforce report documents that contain eight standard reports. SIP standard reports are detailed elsewhere on this site.
Quick Reference for Brio-Hyperion usage (pdf)
The result sets for all the reports may be easily exported to Excel. Note that the result sets include more information than what is presented in the formatted report and may include account fund, function and source codes.
Budget Planning Effort Reports
There are five standard reports in this document, all based on the same query. The date of extract from CPBS must be specified as a limit. Unit ID, Dept ID can also limit your results but are not required.
Workforce Planning Position Detail Report (W020 Wkf Plng Position Detail)
This report details the position effort distribution within CPBS compared to that in PeopleSoft. The position level account attributes of fund, function and source are included in the table results ("T Position Data") and can be used to limit the data set.
Workforce Planning Position with Notes(W030 Wkf Plng Position w/Notes)
This report details planned compensation and FTE with current PS amounts by position. Notes from CPBS on positions are included. Notes entered into CPBS related to the position are included on this report.
Workforce Planning Employee Detail Report (W040 Wkf Plng Employee Detail)
This report details the job level effort distribution within CPBS compared to that in PeopleSoft. The employee level account distribution attributes of fund, function and source are included in the table results ("T Employee Data") and can be used to limit the data set within the result set.
Workforce Planning Employee Summary Report (W050 Wkf Plng Employee Summary)
This report summarizes planned compensation and FTE in CPBS to that within PeopleSoft. Details on employee’s jobs are included.
Effort Distribution Report (W010 Effort Distribution)
This report details account effort distribution by employee and planned jobs (vacant positions) on a selected PS Unit ID or Department ID. Note that some planned positions may show position and job distributions. Annotations from CPBS for position, job and calculations are included on this report.
Workforce Account Inquiry Reports
There are two standard reports in this folder.
Workforce Account Inquiry Detail Report (W100 Wkf Acct Inquiry Detail)
This report returns data on the planned amounts (FTE and commitments) currently within CPBS by job function, employee and account number. An account range must be specified within the limits. Account fund, function and source are within the result set "R Plng Acct Inquiry".
The Workforce Account Inquiry Summary Report (W110 Wkf Acct Inquiry SUM)
This report is a summary of the above report at the Job Function level.
Budget Distribution Load Report
There is one standard report in this folder.
Budget Distribution Load Report (W210 Budget Dist Load)
This report will return all workforce records in selected Unit(s) that have: Current Dist Load Flag = Y and a difference in current planned labor distribution in CPBS to current actual PeopleSoft labor distribution.
Use this report to make sure your records and budgeted distributions are correct and can be loaded to PeopleSoft effective on July 1. Changes in labor distributions will not be loaded on vacant positions, employees with zero compensation or employees who are on leave or who are otherwise inactive on July 1. If you need to limit your query to one or a subset of HR departments, simply use the limit feature within the Result set (called R Dist Changes) before printing.