Instructions

1. Navigate to Workforce Administration > UW External HR Systems > Compensation Administration Tool > CAT Reports > HRS to CAT Position 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. To create 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:  Run Control ID sets the report parameters.  Users can create one ID, and use it to run multiple processes/reports, or create a new ID for each process/report.
   

3. Enter parameters to define the criteria for the CAT Position Report.

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

5. Select a Business Unit

6. If desired, select a Division

7. 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 button out of the field.

8. If desired, select a Fund Code

9. Check the Include Addl Adj checkbox to include records from the AAP in the output.

10. 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.

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

12. Click Run in the top right corner to run the report.
    

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

14. Note the Process Instance number under the Process Monitor hyperlink.  This designates the specific instance of the report run.
    
    
15. Click the Process Monitor hyperlink at the top right of the window.
16. 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."
    
    If Run Status is "Queued," it indicates that the report generation is waiting to start.
    If Run Status is "Blocked," it indicates another process or report is being run.  Do not resubmit your report request - your report will be queued up when the other process or report has been completed.
    If Run Status is "Processing," it indicates that your report is currently being generated.
    Click the Refresh button at the top right of the window to refresh the status of the document.
    
    
17. Once the Run Status is "Success" and the Distribution Status is "Posted," download the output.
18. Click Details
    
    
19. Click the View Log/Trace hyperlink at the bottom right of the window.
    
20. Under 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.
    
21. 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.Note that different browsers may have different opening processes.
    
22. Review the report.
23. Open the downloaded Excel file.

• A screenshot of the output file is below
• See the Tables below for a description of the different header fields of the output
  

Tables

• UW Shared Services
• Office of Technology Services (OTS) Helpdesk