Instructions

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

   

3. Enter parameters to define criteria for the Under Min/Over Max Report.

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

   2. Select a Business Unit

   3. If desired, select a Division

   4. 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

   5. Check or Uncheck the "Include Vacants" checkbox.

      • Leaving this checked will pull Vacant positions from the AAP whose Full Time Rate is under the minimum or over the maximum salary for the Job Code entered in the AAP.
      • Unchecking the checkbox will ensure that only CAT positions that are under the minimum or over the maximum salary will appear on the report.

   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 the 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. User will be redirected back to the Under Min/Over Max Report Page.  Note the Process Instance number directly under the Run button.

   

6. Click the Process Monitor hyperlink in the upper right corner to view the Process List.

7. Search for our 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."

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

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

   1. Click Details

   

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

   

   c.  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.

   

   d.  When opening the file in Excel, 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.

   

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

9. Review the output file.

   Open the downloaded Excel file.

   • A description of the different header and column fields found int he output is below.
   • The output file will look like the screenshot shown below.

   

Tables

Report Parameters table

REPORT PARAMETERS

FIELD NAME	DESCRIPTION
Run Control ID	The Run Control identification entered when the report was created
Run Date	The date the report was created
Fiscal Year	The Fiscal Year selected in the Run Control
Employee Class	The employee classification included on the report's Run Control criteria
Division	The Division (if any) selected in the Run Control criteria
Include Vacants	Include Vacants as selected on the Run Control
Process Instance	The unique number assigned by PeopleSoft for each process
Run By	The User ID number for the individual who ran the report
Business Unit	The institution (campus) identifier selected in the Run Control criteria
Department	the Department (if any) selected in the Run Control criteria

REPORT COLUMNS

COLUMN	DESCRIPTION
HOME DEPT / FUNDING DEPT FOR VACANTS	The Home Department of the Employee Record from the CAT.  The Funding Department of the Vacant Position from HRS.
NAME	The name of the Employee Record from HRS.  This field will appear blank for Vacant Positions.
EMPLOYEE ID	The unique Employee ID number from HRS.  The field will appear blank for Vacant Positions.
EMPLOYEE RECORD	The Employee Record number from the CAT.  The field will appear blank for Vacant Positions.
POSITION TYPE (AAP LABEL)	The Position Type field from the AAP for Vacant Positions.  This field will appear blank for CAT jobs.
ADJUSTMENT TYPE (AAP LABEL)	The Adjustment Type field from the AAP for Vacant Positions.  This field will appear blank for CAT jobs.
POSITION NUMBER	The Position Number of the Employee Record from CAT, or the Vacant Position from the AAP.
EMPL CLASS	The employee classification of the Employee Record from CAT.  The field will appear blank for Vacant Positions.
PAY BASIS	The Pay Basis of the Employee Record from CAT.  The field will appear blank for Vacant Positions.
PLANNED FTE	The Home Department of the Employee Record from CAT, or the Vacant Position from the AAP.
JOB CODE	The Job Code of the Employee Record from CAT, or the Vacant Position from the AAP.
TITLE	The Title of the Employee Record from CAT, or the Vacant Position from the AAP.
SALARY PLAN	The Salary Plan of the Employee Record from HRS, or Vacant Position from the AAP.
SALARY GRADE	The Salary Grade of the Employee Record from HRS, or Vacant Position from the AAP.
FULL TIME RATE	The Full Time Rate of the Employee Record from HRS, or Vacant Position from the AAP.
HOURLY MINIMUM	The minimum of the Salary Grade associated with the Job Code/Employee Record from HRS, or associated with the Job Code/Vacant Position from the AAP.
HOURLY MAXIMUM	The maximum of the Salary Grade associated with the Job Code/Employee Record from HRS, or associated with the Job Code/Vacant Position from the AAP.
ANNUAL MINIMUM	The minimum of the Salary Grade associated with the Job Code/Employee Record from HRS, or associated with the Job Code/Vacant Position from the AAP.
ANNUAL MAXIMUM	The maximum of the Salary Grade associated with the Job Code/Employee Record from HRS, or associated with the Job Code/Vacant Position from the AAP.
OVER MAX FLAG	Yes/No based on the checkbox from HRS.
ESR MINIMUM	Extraordinary salary range minimum (if available) for a Job Code/Position Number in the UWMSN Business Unit. This field will appear blank for Vacant Positions.
ESR MAXIMUM	Extraordinary salary range maximum (if available) for a Job Code/Position Number in the UWMSN Business Unit. This field will appear blank for Vacant Positions.
ERROR MESSAGE	Type of error associated with the Employee Record