Topics Map > Human Resource System (HRS) > HRS Human Resources Administration
Running the Record Errors Report in CAT
Overview
The Record Errors Report displays all records in the budget that have generated any employee level error based on the edits set up in the Compensation Administration Tool (CAT).Purpose:
- This report contains all Job Level Errors, Compensation Change Errors, Funding Edit Errors (SFS, budget errors) and Funding Section Errors (math-type errors). The Run Control will allow for the user to include all errors or separate them out by type:
- Job Errors: Certain error statuses will be stored at the job level (parent CAT record). Users will need to be able to save the CAT page, even with some of these errors existing (i.e. planned FTE errors).
- Funding Errors: Users of the CAT will need to be able to save the CAT page with invalid funding strings (those that don't pass SFS edits if Ok to Load is checked, and those that don't pass budget edits if OK to Load is unchecked).
- Funding Section Errors: Users of the CAT will need to be able to save the CAT page even if certain funding errors exist (math errors related to different funding splits). This will allow them to do things such as work with other CAT users to finalize the funding data for shared employees.
- Compensation Section Errors: Additionally, users of the CAT will need to be able to upload employee records to the CAT via the Institutional Planning Spreadsheet (IPS) to CAT process using the append option. In this process, compensation increases for an employee record in the spreadsheet will add to existing compensation increases in the CAT. Thus a user (or two different users) could load the same Action Reason increase with different percentages for the same Employee Record. A report is needed to capture this duplication, and edit so there is only one row for each Action Reason in the CAT.
- Users of the CAT will need to be able to quickly identify any Employee Record with an error on a single consolidated report. Throughout the budgeting cycle, this report will be run error by error to clean up multiple Action Reasons, invalid funding strings, and a variety of math errors in the Funding Section. Towards the end of the budgeting cycle, users will run this entire report to clean up any final record errors.
Instructions
1. Navigate to Workforce Administration > UW External HR Systems > Compensation Admin Tool > CAT Reports > Record Errors Report
2. Click Search under the 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.
- When creating a new Run Control ID, assign a unique identifier as the Run Control ID (eg. initials_date_etc.) into the Run Control ID box and select Add.
NOTE: The Run Control ID sets the report parameters. Users can create one ID and use it to run multiple processes or reports, or create a new ID for each process/report.
3. Enter parameters to define criteria for the Record Errors Report.
a. Fiscal Year: Select the upcoming Fiscal Year used for CAT budgeting planning purposes. You will only be able to select the open Fiscal Year setup in the CAT.
b. Business Unit
c. Division (optional)
d. Department (optional)
- 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 button out of the field.
e. Employee Class:
- Check All Values if you wish to include all employee classes in the report
- Click Select Values to select certain employee classes to be excluded from the report. Uncheck the desired boxes and click OK.
Note: Employee classes that are not included in the CAT will not pull onto CAT reports.f. Select the types of errors you wish to view in the output by checking the associated boxes.
- If Compensation Errors are included, an effective date range must be entered in From Date and To Date.
g. Click Save in the bottom left to save the parameters for the report.
h. 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 hyperlink. This designates the specific instance of the report run.
6. Click Process Monitor 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, Run Status will be "Success" and Distribution Status will be "Posted."
a. If Run Status is "Queued," it indicates that the report generation is waiting to start.
b. If Run Status is "Blocked," it indicates that another process or report is being run. Do not resubmit your report. It will queue up after the other process or report has completed.
c. If Run Status is "Processing," it indicates that the report is being generated.
d. Click Refresh at the top right of the window to refresh the status of the document.
8. Once the Run Status is "Success" and the Distribution Status is "Posted," download the output.
a. Click Details.
b. Click the View Log/Trace hyperlink at the bottom right of the window.
c. 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.
d. 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.
9. Review the report.
a. The Excel output file will look like the screenshot shown below:
b. The report displays four different types of errors, demarcated for each string by an "X" under the specific record type.
c. Empl_Rcds will likely appear as multiple rows within each section because:
- Empl_Rcds with more than one error will appear as multiple rows on the report
- Compensation increases and funding splits are added as horizontal rows under each employee as shown below:
e. A description of the different header fields is displayed in Table 1 below.
f. A description of error messages, grouped by error type is displayed in Table 2 below.
g. A description of column headers past the error columns is displayed in Table 3 below.
Tables
Table 1: Output Header Fields
| FIELD NAME | DESCRIPTION |
|---|---|
| Run Control ID | The Run Control identification created or chosen when the report was created |
| Run Date | The date the report was created |
| Fiscal Year | The Fiscal Year for which the report is pulling data |
| Business Unit | The institution (campus) selected in the Run Control |
| Division | The Division (if any) selected in the Run Control |
| Department | The Department (if any) selected in the Run Control |
| Employee Class | The Employee Classification selected in the Run Control |
| Process Instance | The unique number assigned by PeopleSoft for each run of a report or process |
| Run By | The Employee ID number for the user who ran the report |
| Include Job Level Errors | Y/N dependent on whether this option was selected in the Run Control |
| Include Funding Edit Errors | Y/N dependent on whether this option was selected in the Run Control |
| Funding Section Errors | Y/N dependent on whether this option was selected in the Run Control |
| Include Compensation Errors | Y/N dependent on whether this option was selected in the Run Control |
| Compensation Date Window | The effective dates for the Compensation Errors Section |
Table 2: Error Messages
| JOB LEVEL ERRORS |
|---|
| Error | Error Message in Column 5 |
|---|---|
| Planned FTE is 0 for an employee | Planned FTE = 0 |
| Planned FTE is greater than one across multiple Empl_Rcds | Planned FTE > 1 on multiple Employee Records |
| COMPENSATION ERRORS |
|---|
| Error | Error Message in Column 5 |
|---|---|
| Multiple CAT increases, same Action Reason | Action Reason occurs more than once |
| Identical Action Reason exists in the CAT and in HRS (as of the effective date window you assign in the Run Control) |
Identical Action Reason exists in the CAT and in HRS |
| $0 comp change amount entered | $0 Amount Entered in Comprate Change Field |
| FUNDING EDIT ERRORS |
|---|
| Error | Error Message in Column 5 |
|---|---|
| The funding string combination for Fund Code and Scenario is not valid |
Combo Error for Fields FUND_CODE / SCENARIO in group SCENARIO |
| The funding string combination for Department, Fund Code, and Program Code is not valid |
Combo Error for Fields DEPTID / FUND_CODE / PROGRAM_CODE in group ORGEDIT |
| The funding string combination for Fund Code and Program Code is not valid |
Combo Error for Fields FUND_CODE / PROJECT_ID in group FNDPRJ |
| The funding string combination for Project ID and Fund Code is not valid |
Combo Error for Fields PROJECT_ID / FUND_CODE in Group PRJ_FUND. |
| FUNDING ERRORS |
|---|
| Error | Error Message in Column 5 |
|---|---|
| No funding has been entered, salary will not add to summary totals |
No Funding Information Entered in the CAT |
| Funding Distribution is greater or less than 100% | Total Funding Distribution Percent must equal to 100% |
| On an individual funding split, Distribution Percentage, Budgeted FTE, or Budgeted Amount = 0 |
Funding split distribution percent is 0 |
| FUNDING EDIT |
|---|
| Error | Error Message in Column 5 |
|---|---|
| The funding string combination for Fund Code and Scenario is not valid |
Combo Error for Fields FUND_CODE / SCENARIO in group SCENARIO |
| The funding string combination for Department, Fund Code, and Program Code is not valid |
Combo Error for Fields DEPTID / FUND_CODE / PROGRAM_CODE is Group ORGEDIT |
| The funding string combination for Fund Code and Program Code is not valid |
Combo Error for Fields FUND_CODE / PROJECT_ID in Group FNDPRJ |
| The funding string combination for Project ID and Fund Code is not valid |
Combo Error for Fields PROJECT_ID / FUND_CODE in Group PRJ_FUND |
Table 3: Report Columns
| COLUMN | DESCRIPTION |
|---|---|
| NAME | First and Last Names pulled from HRS |
| EMPLOYEE ID | Empl_ID pulled from the CAT |
| EMPLOYEE RECORD NUMBER | Empl Record pulled from the CAT |
| HOME DEPT | Home Department pulled from the CAT |
| EMPLOYEE CLASS | Empl Class pulled from the CAT |
| PAY BASIS | Pay Basis pulled from the CAT |
| POSITION NUMBER | Position Number pulled from the CAT |
| JOBCODE | Job Code pulled from the CAT |
| TITLE | Job Title pulled from the CAT |
| PLANNED TITLE | Planned Title pulled from the CAT |
| PLANNED FTE | Planned FTE pulled from the CAT |
| HRS ACTION REASON |
For Compensation Errors, the report will pull the Action Reason from HRS, that falls within the defined effective dated window, for which an identical Action Reason has been entered into the CAT If multiple identical Action Reasons exist between the CAT and HRS, it will pull only the max effective dated, sequenced row from HRS. Note: If the error is not due to an HRS/CAT duplicate Action Reason, the field will appear blank. |
| HRS CHANGE AMOUNT |
For Compensation Errors, the report will pull the Comprate Change Amount associated with the duplicate Action Reason from HRS (maximum effective dated sequenced row that falls within the defined effective dated window) Note: If the error is not due to an HRS/CAT duplicate Action Reason, the field will appear blank. |
| CAT ACTION REASON |
For Compensation Errors, the report will pull the Action Reason from the CAT for which a duplicate Action Reason exists in either HRS or in the CAT (eg. has been loaded via a spreadsheet upload process) For non-Compensation Errors, the report will pull the Action Reason from the CAT. |
| CAT CHANGE AMOUNT |
For Compensation Errors, the report will pull the comprate change amount from the CAT associated with Increase 1 Action Reason (for which a duplicate Action Reason exists either in HRS or in the CAT and that has been loaded via the spreadsheet upload process) For Non-Compensation Errors, the report will pull the comprate change amount associated with the first Action Reason from the CAT. |
| TOTAL COMPRATE | Updated Compensation Rate pulled from the CAT |
| GL BUSINESS UNIT | The report will pull the General Ledger Business Unit from the Account Code in the CAT - funding string 1 |
| FUND | The report will pull the Fund Code of this employee record from the Account Code in the CAT - funding string 1 |
| DEPARTMENT ID | The report will pull the DeptID of this employee record from the Account Code in the CAT - funding string 1 |
| PROGRAM | The report will pull the Program of this employee record from the Account Code in the CAT - funding string 1 |
| PROJECT ID | The report will pull the Project ID number of this employee record from the Account Code in the CAT - funding string 1 |
| DISTRIBUTION PERCENT | The report will pull the Distribution Percentage of the first funding split from the Account Code in the CAT - funding string 1 |
| BUDGETED FTE |
The report will pull the budgeted FTE of the first funding split of the employee record with the error from the CAT - funding string 1 |
| FUNDING OK TO LOAD | OK to load to CAT |
Additional Resources
Related KBs:
- Running the Audit Log Report in CAT
- Running the BSUM [3270] in CAT
- Compensation Administration Tool (CAT) 1.0 End to End Business Process
- Compensation Administration Tool 1.1 New Hires Business Process in CAT
- Compensation Administrative Tool 1.2 Terminations Business Process in CAT
- Compensation Administration Tool 1.3 Transfer Business Process in CAT
- Compensation Administrative Tool and Additional Adjustments Pages in CAT
- Running the HRS Change Report in CAT
- Running the Initialization Report for CAT
- Institutional Planning Spreadsheet in CAT
- Running the Institutional Planning Spreadsheet to CAT [Edit and Overwrite]
- Running the IPS Upload to Additional Adjustments Pages (AAP) for CAT
- Running the IPS Upload to CAT (Append) and Additional Adjustments Page
- Running the Missing From CAT Report
- Running the Position Report in CAT
- Security Roles Overview for CAT
- Viewing the Summary Reporting Page in CAT
- Running the Under Min / Over Max Report in CAT
- Running the HRS to CAT Compare Report in CAT
- HR Report List for HRS
- Finance Report List in HRS