Instructions

1. 1. HRS navigation: Workforce Administration > UW External HR Systems > Compensation Admin Tool > CAT Reports > HRS to CAT Compare Report.

   2. Click Search under Find an Existing Value tab to select a previously created Run Control ID, or create a new Run Control ID by selecting Add a New Value.  (See Setting Up Run Control IDs in HRS for more information.)

      

   3. Enter parameters to define criteria for the HRS to CAT Compare Report:

      1. Select the upcoming Fiscal Year used for CAT budgeting planning purposes.  This field will default to the latest Fiscal Year setup in the CAT.

      2. Select the Effective Date of the CAT you wish to compare against in HRS.  This field will default to the current date.  In order to accurately check for discrepancies, users should enter the first date of the upcoming Fiscal Year (ex: 7/1, 8/28).

      3. Select a Business Unit

      4. If desired, select a Division

      5. If desired, select a Department

         • If available, the Department field will become editable when the user selects a Division from the search tool or enters one manually and presses the tab key to leave the field.

      6. Click Select Values in the Employee Class box if you wish to exclude certain employee classes from the report.  The default is for all Employee Classes to be included.  Employee Classes that are not included in the CAT will not pull onto CAT reports.

      7. Click Save in the bottom left to save the parameters for the report.

      8. Click Run in the top right to run the report.
         
         

4.  User will be automatically directed to the Process Scheduler Request page.  From this page, select OK.

5.  Note the Process Instance number under the Process Monitor link.  This designates the specific instance of the report run.

6.  Click the Process Monitor hyperlink at the top right of the window.

7.  Search for your Process Instance number under the Process List, which will indicate the status of the report generation.  When the report is complete, the Run Status should equal "Success," and the Distribution Status should equal "Posted."

• If Run Status is "Queued," it indicates that the report generation is waiting to start.
• If Run Status is "Blocked," it indicates that another report or process is currently running.  Do not resubmit your report.  It will be queued once the other report or process has completed.
• If Run Status is "Processing," it indicates that the report is being generated.
  
  

8.  Once the Run Status is equal to "Success" and the Distribution Status is "Posted," download the output.

1. Click Details
   
   
   

2. Click the View Log/Trace hyperlink at the bottom right of the window.
   
   

3. Under the file list, click the file with the xls extension to download the output.  NOTE:  You may have two .xls outputs if you have any additional splits.
   
   

4. When opening the file, if an error message appears indicating that "the file you are trying to open....is in a different format than specified by the file extension" click Yes.
   
   

5. Note that different internet browsers may have different opening processes. 

9.  Review the report:

1. 1. The report will appear as follows:

      • One row per Empl_ID / Empl_Rcd combination is displayed
      • If the two fields are the same between HRS and CAT, they will appear blank
      • If a change is due to a termination, only CAT columns will populate
      • If a change is due to a hire, only HRS columns will populate
        
        
   2. A description of the different header fields is displayed in Table 1 below.
      
      
   3. Action items based on the report output are presented in Table 2 below.

Tables

Table 1:  Output Header Fields

Table 2:  Action Items Based on HRS Feed Status