Understanding the HCM Warehouse Delivered Discoverer Reports

This chapter discusses the delivered Discoverer reports for the HCM Warehouse.

Delivered Report Content for the HCM Warehouse

PeopleSoft delivers the HCM Warehouse Discoverer reports with the Discoverer End User Layer (EUL). Reports, or “worksheets,” are grouped by workbooks. This chapter provides detailed information about the Discoverer reports delivered with the HCM Warehouse, listed by subject area which happen to correspond to the Workbook.

PeopleSoft HCM Warehouse Discoverer reports are grouped by the following subject areas:

• Workforce

• Health and Safety

• Benefits

• Compensation

• Leave and Absence

• Training

• Competency

• Learning Management

• Recruitment

  PeopleSoft assumes that you are familiar with Discoverer and understand how to use this business intelligence reporting tool.

See Oracle Business Intelligence Discoverer Plus User's Guide

See Understanding HCM Warehouse Delivered Discoverer Content.

See Also

Performance Management Warehouse HCM Dimensions PeopleBook

Performance Management Warehouse HCM Facts PeopleBook

Performance Management Warehouse Shared Dimensions PeopleBook

HCM Planning Delivered Discoverer Reports

PeopleSoft provides the following HCM Workforce reports:

• Workforce Composition Analysis

• Workforce Assignment Detail

• Workforce Movement Analysis

• Workforce Action Detail

Workforce Composition Analysis Report

With the Workforce Composition Analysis report you can answer business questions such as:

• What is our current headcount?

• How has headcount changed over the last 12 months?

• Where is my organization overstaffed or understaffed?

• How many female employees are there in this year by location?

  The Workforce Composition Analysis report is built using the HCM Workforce − Employee Job business area.

  This section discusses the elements of the Workforce Composition Analysis report.

Workforce Composition Analysis Report Content

This table lists the content in the Workforce Composition Analysis report:

Filter Elements

There are no the filter elements in the Workforce Composition Analysis report.

Additional Features

This section describes the additional features in the Workforce Composition Analysis report:

• Support for a Drillable Date hierarchy.

• Page-By on Business Unit and Department.

• % Of Row column contains the percentage headcount distribution in a row = (Cell Value Headcount / Row total of Headcount) * 100

• % Of Column column contains the percentage headcount distribution in a column = (Cell Value Headcount / Column total of Headcount) * 100

• Total Headcount column refers to the total Headcount in a year

Workforce Assignment Detail Report

The workforce Assignment Detail report allows you to answer business questions such as:

• How many FTEs (full-time equivalents) do we have by business unit?

• What is the annual pay rate for employees by department and location?

• What is the gender and ethnicity of all employees?

• Who are the temporary employees with an annual pay rate greater than $100,000?

  The Production Compliance report is built using the HCM Workforce - Employee Job business area.

  This section discusses the elements in the Workforce Assignment Detail report.

Report Content

This table lists the content in the Workforce Assignment Detail report:

Filter Elements

There are no filter elements in the Workforce Assignment Detail report.

Additional Features

This section describes the additional features in the Workforce Assignment Detail report:

• Page-By on Business Unit and Department

• Drillable Location hierarchy

Workforce Movement Analysis Report

The Workforce Movement Analysis report answers business questions such as:

• Does my organization have staff turnover problems in some remote department?

• Are we over staffed in some areas and understaffed in others?

• How many employees with age above 50 have been hired this year?

• What is the total number of hourly and salary based employees?

  The Workforce Movement Analysis report is built using the HCM Workforce - Employee Job business area.

  This section discusses the elements in the Workforce Movement Analysis report.

Report Content

This table lists the content in the Workforce Movement Analysis report:

Filter Elements

There are no filter elements in the Workforce Movement Analysis report.

Additional Features

the additional features in the Workforce Movement Analysis report:

• Page-By on Business Unit and Department

• Total Action Count for every year

Workforce Action Detail Report

The Workforce Action Detail report provides more detail to the Workforce Movement Analysis report and can answer business questions such as:

• What is the annual pay rate for employees by department and location?

• Does my organization have staff turnover problems in some remote department?

• Are we over staffed in some areas and understaffed in others?

• How many employees have been terminated this year?

• Do we have a problem with involuntary separations?

  The Workforce Action Detail report is built using the HCM Workforce - Employee Job business area.

  This section discusses the elements in the Workforce Action Detail report.

Report Content

This table lists the content in the Workforce Action Detail report:

Filter Elements

There are no filter elements in the Workforce Action Detail report.

Additional Features

This section describes the additional features in the Workforce Action Detail report:

• Total Annual Rate for every action.

• Page-By (Business Unit and Department).

• Drillable Location hierarchy.

Health and Safety Delivered Discoverer Reports

PeopleSoft provides the following Health and Safety Discoverer reports:

• Health and Safety Factor

• Health and Safety Incident Detail

Health and Safety Factor Report

The Health and Safety Factor report can answer business questions such as:

• Which of our business units have the highest number of health and safety incidents?

• Which of our locations have experienced an increase in the number of injury incidents compared to last year?

• Who are the employees that have taken more than 10 days for injuries or illnesses?

• What is the incident factor (number of incidents/headcount) for each of our locations?

• What is the employee lost time factor (sum lost time/headcount) for each of those same locations?

• Do we have high levels of injury or illness in some locations and not others?

  The Health and Safety Factor report is built using the Workforce - Injury Illness business area.

  This section discusses the elements in the Health and Safety Factor report.

Report Content

This table lists the content in the Health and Safety Factor report:

Filter Elements

There are no filter elements in the Health and Safety Factor report.

Additional Features

This section describes the additional analysis features in the Health and Safety Factor report:

• Conditional format on Lost Time: If Lost Time is greater than 9 days, it will be highlighted in red

• Page-By on Business Unit and Department

Health and Safety Incident Detail Report

The Health and Safety Incident Detail report can answer business questions such as:

• Who are the employees that have taken more than 10 days for injuries or illnesses this year?

• Which of our locations have experienced an increase in the number of injury incidents compared to last year?

• What is the total number of days that employees were away from work due to injury?

• What are the types of injuries or illnesses that happened in the organization and what was the injury treatment method?

  The Health and Safety Incident Detail is built on the Workforce - Injury Illness business area.

  This section discusses the elements in the Health and Safety Incident Detail report.

Report Content

This table lists the content in the Health and Safety Incident Detail report:

Filter Elements

There are no the filter elements in the Health and Safety Incident Detail report.

Additional Features

This section describes the additional features in the Health and Safety Incident Detail report:

• Conditional format on Lost Time: If Lost Time is more than 9 days, then it will be highlighted in red.

• Page-By on Business Unit and Department.

Benefits Reports

PeopleSoft provides the following Benefits Discoverer reports:

• Enrollment Profile

• Benefit Contribution Expense Detail

Benefit Enrollment Profile Report

The Benefit Enrollment Profile report is used to analyze benefit enrollment by calendar dates, business unit, department, ethnicity, gender, age group, benefit plan type, and benefit plan.

With this report you can answer business questions such as:

• What are our benefit enrollments in each of our benefit plan types?

• Which benefit plan had the greatest enrollment count in 2005?

• What were the enrollments by ethnicity in 2004?

• What are the total enrollments by gender?

  The Benefit Enrollment Profile report is built using the Compensation - Benefit Enrollment business area.

  This section discusses the elements in the Benefit Enrollment Profile report.

Report Content

This table lists the content in the Benefit Enrollment Profile report:

Filter Elements

There are no filter elements in the Benefit Enrollment Profile report.

Additional Features

This section describes the additional features in the Benefit Enrollment Profile report:

• Default page items

  • Year

  • Business Unit

  • Department

• Item Classes

  • Business Unit

  • Department

  • Location

  • Employee ID

  • Employee Status

  • Year

  • Quarter

  • Month

Benefit Contribution Expense Detail Report

The Benefit Contribution Expense Detail report presents a list of benefit contributions grouped by business unit and department.

With this report you can answer business questions such as:

• What were the amounts of deductions made for the employees in Pleasanton last quarter?

• Which of our employees in the IT department made benefit contributions last month?

• Which of our employees made contributions to benefit plan ABC?

• What were the benefit contributions made within business unit 123?

  The Benefit Contribution Expense Detail report is built using the Compensation - Benefit Enrollment business area.

  This section discusses the elements in the Benefit Contribution Expense Detail report.

Report Content

This table lists the content in Benefit Contribution Expense Detail report:

Filter Elements

There are no filter elements in the Benefit Contribution Expense Detail report.

Additional Features

This section describes the additional features in the Benefit Contribution Expense Detail report:

• Page item name

  • Year

  • Business Unit

  • Department

• Item Classes

  • Business Unit

  • Department

  • Employee Status

  • Year

Compensation Delivered Discoverer Reports

PeopleSoft provides the following Procurement Discoverer reports:

• Employee Base Comp Detail (Employee Base Compensation Detail

• Employee Deduction Detail

• Employee Earning Detail

Employee Base Comp Detail Report

The Employee Base Comp Detail report provides detailed analysis on employee base compensation by calendar dates, business unit, department, ethnicity, gender, age group, and other dimensions.

With this report you can answer business questions such as:

• What is annual pay rate for non-exempt employees in Texas?

• What is annual pay rate for employees by gender?

• How many full-time employees do we have in the Western region?

• What employees made the highest annual salary?

  The Employee Base Comp Detail report is built using the Compensation - Payroll Deduction business area.

  This section discusses the elements in the Employee Base Comp Detail report.

Report Content

This table lists the content in the Employee Base Comp Detail report:

Filter Elements

There are no filter elements in the Employee Base Comp Detail report.

Additional Features

This section describes the additional analysis features in the Employee Base Comp Detail report:

• Default page items:

  • Year

  • Business Unit

  • Department

  • Location

• Item Classes

  • Business Unit

  • Department

  • Location

  • Employee ID

  • Employee Status

  • Year

Employee Deduction Detail Report

The Employee Deduction Detail report can answer business questions such as:

• What were the amounts of deductions made by employees last year?

• Which of our employees in Texas made benefit contributions last month?

• How many employees made contributions to benefit plan ABC?

• Which employees made deductions to benefit plan type II?

The Employee Deduction Detail report is built on the Compensation - Payroll Deduction Detail business area.

This section discusses the elements in the Employee Deduction Detail report.

Report Content

This table lists the content in the Employee Deduction Detail report:

Filter Elements

There are no the filter elements in the Employee Deduction Detail report.

Additional Features

This section describes the additional analysis features in the Employee Deduction Detail report:

• Default page items:

  • Year

  • Business Unit

  • Department

  • Location

  • Employee Status

• Item Classes

  • Business Unit

  • Department

  • Employee ID

  • Location

  • Employee Status

  • Year

Employee Earning Detail Report

The Employee Earning Detail report can answer business questions such as:

• What were the regular earnings amounts for employees in the IT department?

• What employees had the lowest regular earnings amount?

• What was the average regular earnings amount for exempt workers in February?

• Which employees had the highest overtime earnings amount in California last year?

  The Employee Earning Detail report is built using the Compensation - Payroll Earnings business area.

  This section discusses the elements in the Employee Earning Detail report.

Report Content

This table lists the content in the Employee Earning Detail report:

Filter Elements

There are no filter elements in the Employee Earning Detail report.

Additional Features

This section describes the additional analysis features in the Employee Earning Detail report:

• Default page items:

  • Year

  • Business Unit

  • Department

  • Location

  • Employee Status

• Item Classes:

  • Business Unit

  • Department

  • Employee ID

  • Location

  • Employee Status

  • Year

Leave and Absence Delivered Discoverer Reports

PeopleSoft provides the following Leave and Absence Discoverer reports:

• Leave Balance

• Employee Absence

Leave Balance Analysis Report

The Leave Balance Analysis report is used to analyze absence balances and durations by calendar dates, business unit, department, ethnicity, gender, age group, Fair Labor Standards Act (FLSA) status, and job code. With this report you can answer business questions such as:

• Which of our departments had employees with an absence duration greater than ten days last month?

• Which of our departments have employees with an absence carryover quantity greater than 20?

• What was the average number of vacation carryover days last year for employees in each age group?

• What were the average absence days taken year-to-date by job code?

  The Leave Balance Analysis report is built using the Compensation - Absence Accrual business area.

  This section discusses the elements in the Leave Balance Analysis report.

Report Content

This table lists the content in the Leave Balance Analysis report:

Filter Elements

There are no filter elements in the Leave Balance Analysis report.

Additional Features

This section describes the additional analysis features in the Leave Balance Analysis report:

• Default page items:

  • Year

  • Business Unit

  • Department

• Item Classes:

  • Business Unit

  • Department

  • Employee ID

  • Employee Status

  • Year

  • Quarter

  • Month

Employee Absence Detail Report

The Employee Absence Detail report can answer business questions such as:

• What was the number of absence duration in days for the employees in New Hampshire last quarter?

• Which of our employees in the IT department took more than ten days of absence last month?

• Which of our employees took vacations last month?

• Which employees took vacations of more that 20 days in the Western region?

The Employee Absence Detail report is built using the Compensation - Absence business area.

This section discusses the elements in the Employee Absence Detail report.

Report Content

This table lists the content in the Employee Absence Detail report:

Filter Elements

There are no filter elements in the Employee Absence Detail report.

Additional Features

This section describes the additional analysis features in the Employee Absence Detail report:

• Default page items:

  • Year

  • Business Unit

  • Department

  • Location

  • Employee Status

• Item Classes

  • Business Unit

  • Department

  • Employee ID

  • Location

  • Employee Status

  • Year

Training Delivered Discoverer Reports

PeopleSoft provides the following Training Discoverer reports:

• Training Expenses by Business Unit

• Training Expenses by Department

• Trained Headcount

• Training Enrollment Detail

Training Expenses by Business Unit Report

The Training Expenses by Business Unit report can answer business questions such as:

• What is the training expenditure by business unit?

• Which business unit spent the most on training expenses?

  The Training Expenses by Business Unit is built on the Learning - Training Course Session Expense business area.

  This section discusses the elements in the Training Expenses by Business Unit report.

Report Content

This table lists the content in the Training Expenses by Business Unit report:

Filter Elements

There are no filter elements in the Training Expenses by Business Unit report.

Training Expenses by Department Report

The Training Expenses by Department report can answer business questions such as:

• What is the training expenditure by department?

• Which department spent the most on training expenses?

  The Training Expenses by Department report is built using the Learning - Training Course Session Expense business area.

  This section discusses the elements in the Training Expenses by Department report.

Report Content

This table lists the content in the Training Expenses by Department report:

Filter Elements

There are no filter elements in the Training Expenses by Department report.

Trained Headcount Report

The Trained Headcount report can answer business questions such as:

• What is the headcount of trained employees by jobcode for a particular business unit?

• What is the headcount of trained employees by gender for a particular business unit?

The Trained Headcount report is based on the Learning - Training business area.

This section discusses the elements in the Trained Headcount report.

Report Content

This table lists the content in the Trained Headcount report:

Filter Elements

There are no filter elements in the Trained Headcount report.

Additional Features

The additional feature in the Trained Headcount report is that the Business Unit is placed on the page axis.

Training Enrollment Detail Report

The Training Enrollment Detail report answers business questions such as:

• Which employees have not enrolled in the “Introduction to Oracle” course?

• How many employees have enrolled in the Management course category?

  The Training Enrollment Detail report is built using the Learning - Training business area.

  This section discusses the elements in the Training Enrollment Detail report.

Report Content

This table lists the content in the Training Enrollment Detail report:

Filter Elements

There are no filter elements in the Training Enrollment Detail report.

Additional Features

This section describes the additional features in the Training Enrollment Detail report:

• Drilling is enabled for course start date and course end date.

• Course Category is placed on the page axis.

Competency Reports

PeopleSoft provides the following Employee ompetency reports:

• Competency Inventory Profile

• Competency Employee Detail

Competency Inventory Profile Report

The Competency Inventory Profile report answers business questions such as:

• How many employees have an “Outstanding” rating for knowledge of 401(k) competency?

• How many employees have acquired competency skills in the category “Knowledge”?

• How many employees have acquired “Analytical” competency?

  The Competency Inventory Profile report is built using the Learning − Competency business area.

  This section discusses the elements in the Competency Inventory Profile report.

Report Content

This table lists the content in the Competency Inventory Profile report:

Filter Elements

There are no filter elements in the Competency Inventory Profile report.

Competency Employee Detail Report

The Competency Employee Detail report can answer business questions such as:

• Which employees have more than two years’ experience with the HCM Warehouse Jump Start Implementation competency?

• How many employees acquired competency skills in year 2001?

  The Competency Employee Detail report is built using the Learning − Person Competency business area.

  This section discusses the elements in the Competency Employee Detail report.

Report Content

This table lists the content in the Competency Employee Detail report:

Filter Elements

There are no filter elements in the Competency Employee Detail report.

Additional Features

The additional analysis feature in the Competency Employee Detail report is that the Competency Category and Competency are placed on the page axis

Learning Management Reports

PeopleSoft provides the following Learning Management Discoverer reports:

• Learning Management Enrollment Detail

• Learning Management Program Detail

• Learning Enrollment Objective Detail

• Learning Enrollment Completion Detail

• Learning Management Profile

Learning Management Enrollment Detail Report

The Learning Management Enrollment Detail report can answer business questions such as:

• Which of the Learning Management activities have the highest enrollments

• What is the HR Competency Indicator for learners enrolled in the “Scheduled” activity type?

The Learning Management Enrollment Detail report is built using the Learning − Person Competency business area.

This section discusses the elements in the Learning Management Enrollment Detail report.

Report Content

This table lists the content in the Learning Management Enrollment Detail report:

Filter Elements

There are no filter elements in the Learning Management Enrollment Detail report.

Additional Features

This section describes the additional analysis features in the Learning Management Enrollment Detail report:

• Business Unit is placed on the page axis

• Drilling is enabled for Enrollment Day Date

• Group sort low to high by Learning Activity Type

• Normal sort by Enrollment Day Date

Learning Management Program Detail Report

The Learning Management Program Detail report can answer business questions such as:

• Which employees are not registered for our new Workforce Transition program?

• How many employees are registered for “Certification” program type?

  The Learning Management Program Detail report is built using the Learning - Program Registration business area.

  This section discusses the elements in the Learning Management Program Detail report.

Report Content

This table lists the content in the Learning Management Program Detail report:

Filter Elements

There are no filter elements in the Learning Management Program Detail report.

Additional Features

Business Unit is placed on the page axis in the Learning Management Program Detail report:

Learning Enrollment Objective Detail Report

The Learning Enrollment Objective Detail report can answer business questions such as:

• Which employees have not achieved their required proficiency for the “Learning New Skills” objectives?

• How many employees have met the proficiency requirement for the “Learning to Touch Type” objective?

• How many employees have met the driving proficiency requirement in the Transportation business unit?

  The Learning Enrollment Objective Detail report is built using the Learning - Learning Objective business area.

  This section discusses the elements in the Learning Enrollment Objective Detail report.

Report Content

This table lists the content in the Learning Enrollment Objective Detail report:

Filter Elements

There are no filter elements in the Learning Enrollment Objective Detail report.

Additional Features

This section describes the additional features in the Learning Enrollment Objective Detail report:

• Drilling is enabled for Day Date.

• Sort low to high on Person ID.

Learning Enrollment Completion Detail Report

The Learning Enrollment Completion Detail report can answer business questions such as:

• Which of our Learning Management courses have the highest completion rates and which of them have the lowest?

• Which business unit had the lowest completion rate for the “Introduction to the Workplace” course?

  The Learning Enrollment Completion Detail report is built using the Learning − Enrollment business area.

  This section discusses the elements in the Learning Enrollment Completion Detail report.

Report Content

This table lists the content in the Learning Enrollment Completion Detail report:

Filter Elements

There are no filter elements in the Learning Enrollment Completion Detail report.

Additional Features

This section describes the additional features in the Learning Enrollment Completion Detail report:

• Business Unit is placed on the page axis.

• Sort low to high on Person ID.

• Drilling is enabled for Completion Day date.

Learning Management Profile Report

The Learning Management Profile report can answer business questions such as:

• What is the completion ratio for learning activities delivered through the classroom?

• What is the completion ratio for a learning program?

• How many programs have an enrollment count greater than 20?

• What is the expense of all the learning activities?

• Which delivery method type costs the most for an activity?

  The Learning Management Profile report is built using Learning − Completion business area.

  This section discusses the elements in the Learning Management Profile report.

Report Content

This table lists the content in the Learning Management Profile report:

Filter Elements

Dev: it appears that there are three versions of this report. We need to explain this somewhere. These are not versions of the same report but they are different parts of the same report. Discoverer has some limitations in showing multiple sections on the same report unless their portal tool is used. Let me know if you need to discuss this further.

This section describes the filter elements in the Learning Management Profile report:

• Learning Program Type = ‘Certification’ for Enrollment and Completion by Program Worksheet

•  

Recruitment Delivered Discoverer Reports

PeopleSoft provides the following Recruitment Discoverer reports:

• Applicant Detail

• Applicant Composition

• Recruitment and Staffing Effectiveness

• Applicant Expense Detail

Applicant Detail Report

The Applicant Detail report can answer business questions such as:

• Which applicants were referred to us by the new Redwood Shores recruitment center?

• For what positions have they applied and what is the status of their applications?

• What applicants applied for our vice-president of Human Resources executive search?

• Was the applicant pool balanced and in compliance?

  The Applicant Detail report is built using the Recruiting - Recruitment Tracking business area.

  This section discusses the elements in the Applicant Detail report.

Report Content

This table lists the content in the Applicant Detail report:

Filter Elements

There are no filter elements in the Applicant Detail report.

Additional Features

This section describes the additional features in the Applicant Detail report:

• Business Unit and Department are page items and any combination of Business Unit and Department can be selected to view the report.

• Drilling is enabled for Status Date.

Applicant Composition Report

The Applicant Composition report can answer business questions such as:

• Which applicants were referred to us by the new Redwood Shores recruitment center?

• Which referral sources have yielded the greatest number of hires?

• Which recruiters have the greatest number of applicants?

The Applicant Composition report is built using the Recruiting - Recruitment Tracking business area.

This section discusses the elements in the Applicant Composition report.

Report Content

This table lists the content in the Applicant Composition report:

Filter Elements

There are no filter elements in the Applicant Composition report.

Additional Features

This section describes the additional features in the Applicant Composition report:

Business Unit and Department are page items and any combination of Business Unit and Department can be selected to view the report.

Recruitment and Staffing Effectiveness Report

The Recruitment and Staffing Effectiveness report can answer business questions such as:

• Which business units have time to hire (hire date - open position date) less than 30 days at a cost of less than $15,000?

• Which departments are spending the most in recruitment expenses?

• Which departments have the greatest number of hires?

• Which business units have the greatest number of offers?

The Recruitment and Staffing Effectiveness report is built using the Recruiting - Recruitment Tracking Business Area and Recruiting - Recruitment Expenses Business Area.

This section discusses the elements in the Recruitment and Staffing Effectiveness report.

Report Content

This table lists the content in the Recruitment and Staffing Effectiveness report:

Filter Elements

There are no filter elements in the Recruitment and Staffing Effectiveness report.

Applicant Expense Detail Report

The Applicant Expense Detail report can answer business questions such as:

• What were the total expenses for all recruitment efforts in our Boston office during the last 12 months?

• What was the total cost of our recruitment efforts for the vice-president of Human Resources position?

• In which quarter did we spend the most on recruitment efforts?

• What are the most expensive charges involved in recruitment efforts

The Applicant Expense Detail report is built on the Recruiting - Recruitment Expenses business area.

This section discusses the elements in the Applicant Expense Detail report.

Report Content

This table lists the content in the Applicant Expense Detail report:

Filter Elements

There are no filter elements in the Applicant Expense Detail report.

Additional Features

This section describes the additional analysis features in the Applicant Expense Detail report:

• Business Unit and Department are page items and any combination of Business Unit and Department can be selected to view the report.

• Drilling is enabled for Charge date.