POLYDATA HR Dashboards
Security Reports Created 12/1/2010
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What this presentation covers: ¾ ¾ ¾ ¾ ¾ ¾ ¾ ¾ ¾
Accessing the HR Dashboards Accessing the Security Reports Dashboard Important Information box Security Prompts Views Running the Dashboard Exporting Results Resources 2
Accessing HR Dashboards ¾ Log into
mycalpoly.edu ¾ Under the “Single Click Access To” section, click PolyData Dashboards
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Accessing Security Reports Dashboard ¾ Click on “Human Resources (State)”
¾ Select Security Reports
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Security Reports Dashboard ¾ First Tab: Department Changes z
View employees who have had a department change effective in the past 60 days
¾ Second Tab: Separations z
View employees who have had a separation with an effective date in the past 60 days
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Accessing Translation Values Dashboard ¾ Click on “Human Resources (State)”
¾ Select Translation Values
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Translation Values ¾ Provides valid values for fields used in all the
HR Dashboards. z z
Select a field to view the valid values. Field descriptions for the dashboard fields are available on the PolyData Dashboard website.
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Important Information Box
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Important Information Today’s Date
Data on your reports will be as of this updated date/time ¾
“About This Page” link: Will take you to the HR Dashboard information page on the ITS website 9
Security ¾ Some of the information displayed on the
HR Dashboard is confidential or sensitive and must be protected from unlawful or inappropriate disclosure. ¾ For more information, please click on “About this Page” link, then click on the link “Using Confidential HR Data”
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Prompts ¾ Prompts are used to narrow down your query
results. ¾ The Effective Date defaults to 60 days earlier than the current date. Change the date and click ‘Go’ to change your results.
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Prompts ¾ Date “Between” Prompt z
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Use as a “Less Than” limit by leaving the beginning date blank Use as a “Greater Than” limit by leaving the end date blank If you have a date range, you may enter both dates
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Views ¾ Dashboard Views allow for customizing the
report to meet your needs z
Select the desired view from the drop down list
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Views ¾
Download View z
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Employee Listing z
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Enables sorting of data by clicking on column headers. To sort by multiple columns, hold the Control key and click the column headers in the order that you would like your results sorted by (click the header again to toggle between sorting in ascending and descending order) Merges cells one row to the next that contain like values
Filters View z
Lists limits for that Dashboard
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Running the Dashboard ¾When the Dashboard opens the results of the query
will be displayed with the default filters. If you change the date filter, you will need to run the query by clicking the ‘GO’ button next to the date prompt
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Exporting Results ¾ Once you get your desired results you may
want to print or download the data z
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At the bottom of the results you see If you select Print, it will give you exactly what you are viewing If you select Download, you’ll have these options:
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Exporting Results (continued) z
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If you choose to Download to Excel, Excel 2000, PowerPoint or Web Page, the results will be as you see them in your view. To avoid merged cells, select the view type “Download View” first, then Download to Excel. Download Data is a CSV file. You can format the CSV and save it as an Excel document. Reminder: Delete any downloaded documents once they are no longer needed. 17
Resources ¾
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Human Resources 756‐5440 z Brooke Blythe z Cheryl May z Chris Blackburn z Margie Coolidge z Joyce Haratani Academic Personnel 756‐5281 z Sharon Chan polydata‐hr‐
[email protected] ITS Webpage: http://polydata.calpoly.edu/dashboards/index.html HR ITS Webpage: http://polydata.calpoly.edu/dashboards/dash_page s/hr_state/index.html Coming soon: HR Dashboard Help Information
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