topic 3: sam ii hr/payroll data warehouse ......61 sam ii hr/payroll 61 hr data warehouse table...

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SAM II HR/Payroll 57

HR DATA WAREHOUSE

TOPIC 3: SAM II HR/PAYROLL DATAWAREHOUSE DATA MODEL

The purpose of this topic is to gain a understanding of how the HR Data Model isstructured and organized to enable the Back End user to access employee andagency information. This topic also describes how to access the Data Modelviewer in order to analyze table and field information.

Three ways of analyzing the HR Data Model’s Tables and Fields are outlined.This includes; by Table Type, by Subject Area, and by Table Grouping.

At the end of this topic, you will be able to:

• Describe the structure and organization of the Data Model

• Understand the each Table Type

• Access the Viewer to look up Table and Field information

• Research Tables by Subject Area

• Analyze Tables and Fields by Table Grouping

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DATA MODEL APPROACH

T a b le T y p e

E XT

B K G

R E F

S U M

S N A P

T a b le G ro u p in g

E x trac t

CO A

Tables w ith CO A

E ff D t Norm

Non E ff D t

Change Driven

E vent D riven

S naps hot

Log

Legac y

Tables w ith Legac y

S pec ia l V iews

S u b je c t A re a

P o s it io n

A p p Trk

E m p

D e dB e nL e a veP a y

D e m o g

E E O

M is c A ll

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HR DATA WAREHOUSE

DATA MODEL APPROACHThe approach to understand the Data Model is three-fold. First, by learning aboutthe different Table Types. Second, by categorizing the different table types in afunctional order called Subject Areas. Third, by analyzing how the tables can begrouped together based on the similarities of the key structures once populatedinto the HR Data Warehouse using the Load/ETL process.

TABLE TYPES

EXTRACT TABLES (EXT) BACKGROUND TABLES (BKG) REFERENCE TABLES (REF) SUMMARY TABLES (SUM) SNAPSHOT TABLES (SNAP)

SUBJECT AREAS

POSITION CONTROL APPLICANT TRACKING EMPLOYEE DEDUCTIONS BENEFITS LEAVE PAYROLL DEMOGRAPHICS EEO REPORTING MISCELLANEOUS ALL

TABLE GROUPING

EXTRACT TABLES CHART OF ACCOUNTS TABLES TABLES CONTAINING COA CODES EFFECTIVE DATED NORMALIZED TABLES NON-EFFECTIVE DATED TABLES CHANGE DRIVEN SUMMARY TABLES EVENT DRIVEN SUMMARY TABLES SNAPSHOT TABLES LOG TABLES LEGACY TABLES TABLES CONTAINING LEGACY CODES SPECIAL VIEWS

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HR DATA WAREHOUSE

TABLE TYPES

EXTRACT TABLES (EXT)

BACKGROUND TABLES (BKG)

REFERENCE TABLES (REF)

SUMMARY TABLES (SUM)

SNAPSHOT TABLES (SNAP)

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TABLE TYPESThere are six types of tables; Extract, Background, Reference, Summary, andSnapshot. The Data Model’s main table type’s description include the following:

Extract (EXT)- These tables store pay, leave, and deduction data generatedby the payroll process. These tables have the greatest level of detail, and areused to populate many other warehouse tables.

Background (BKG)- In the operational system, these tables are updated withemployee and position attributes and values whenever their relatedtransactions are processed. These tables will be duplicated in the HR DataWarehouse in order to maintain employee and position history records.

Reference (REF)- Valid attributes for SAM II codes are stored on thesetables. For example, every valid state and its short and long descriptions arestored on the State table.

Summary (SUM)- These tables support the front-end tool by summarizingHR data for each business area. SUM data can be true summaries of existingtables or a combination of multiple sources “summarized” into one table foruser convenience.

Snapshot (SNAP) is the value set for a table or group of tables for a specificpoint in time when the snapshot was taken.

Each Table in the Data Model will also have a number of VIEWS associated withit. Views will capture another way to look at field information on a given table.These views will support the security requirements for access to the HR DataWarehouse.

These six tables are identified within the Data Model with the first three or fourletter identifier. (e.g. EXT, BKG, REF, SUM, and SNAP respectively.) Each tabletypes’ key structure may be different based on the LOAD process and logic usedto populated the data from the SAM II HR/Payroll system into the DataWarehouse.

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TABLE TYPES

EXTRACT TABLES (EXT)

EXT_DED_DETAIL PCEF Deduction Detail ExtractEXT_GL_DED_DETAIL XDEDD Pay Detail ExtractEXT_GL_PAY_DETAIL XPAYD Pay Detail ExtractEXT_PAY_DETAIL PCEF Pay Detail ExtractEXT_PCEF_EMPL_ATTR PCEF Employee Attributes ExtractEXT_PCEF_HEADER PCEF Header Record ExtractionEXT_GL_BEN_DETAIL XDEDD Benefit Detail ExtractEXT_GL_FRG_DETAIL XDEDD Fringe Detail Extract

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TABLE TYPESEXTRACT (EXT)-

The Extract Tables contain “raw data” that has been extracted from SAM IIHR/Payroll operational system. One of their primary functions is to serve asbuilding blocks for SUM tables. These tables store pay, leave, and deduction datagenerated by the payroll process. These tables have the greatest level of detail,and are used to populate many other warehouse tables.

Sequential files produced by SAM II HR/Payroll pay cycles will be split intological groups (for example pay and deductions, sorted and summarized)processed by a program to add effective dates to the foreign keys and then outputto a file. The output files will be directly uploaded to the appropriate extract tableby a DB2 utility.

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TABLE TYPES


BKG_ADDR Address Background TableBKG_APCT Applicant Background TableBKG_APEV Applicant Evaluation Profile Background TableBKG_APPT Employee Appointment Background TableBKG_APSA Applicant Scheduled Activity Background TableBKG_APTS Applicant by Test ScoreBKG_AREF Applicant Reference Background TableBKG_ASGN Employee Assignment Background TableBKG_AUS1 Position User Defined Screen 1 Background TableBKG_ CAMT COBRA Master TableBKG_ CCAN Check Cancel Background TableBKG_CMFT COBRA Financial Background TableBKG_CHST COBRA History Background TableBKG_ COND Contract Detail Background TableBKG_CONP Contract Summary Background TableBKG_CQTR COBRA Qualified Transaction Background TableBKG_CSMT COBRA Status Maintenance Background TableBKG_D_EMP_RATE Background Daily Employee Rate TableBKG_DEDO Deduction Option Background TableBKG_DEDP Deduction Parameters Background TableBKG_DPBN Dependent Benefits Background TableBKG_DPND Dependent Background TableBKG_EEDH Employee Education History Background TableBKG_EEO6 EEO6 Employee Background TableBKG_EFTC Electronic Funds Transfer Background TableBKG_EIND Incident Detail Background TableBKG_EMER Emergency Contact Background TableBKG_EMID Employee by ID TableBKG_EMPH Employee History Background TableBKG_EMPL_TRANSFER Employee TransferBKG_ENMH Employee Name History Background TableBKG_EPEC Performance Detail Comment Background TableBKG_EPEV Performance Summary Background TableBKG_ESKL Skills Profile Background TableBKG_ESML Employee Assignment Background TableBKG_ETRP Training Profile Background TableBKG_EWRK Prior Work Profile Background TableBKG_FICA FICA TableBKG_INCC Incident Detail Comments Background TableBKG_JBIC Job Interview Comments Background Table

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HR DATA WAREHOUSE

TABLE TYPES


The Background Tables in the operational system are updated nightly after theirrelated SAM II transactions are processed in the SAM II HR/Payroll system.These tables will be duplicated in the HR Data Warehouse in order to maintainemployee and position history records.

The Background tables can fall into different categories based upon the loadprocess used to populate the Data Model. These categories will each impact whatinformation is important in order to make table joins to create reports.

Background tables contain data extracted from SAM II for all available effectivedated time periods. These tables are used to support more complex inquiries bymore sophisticated users with a high level understanding of SQL and the DataWarehouse architecture, in particular the modeling of effective date.

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TABLE TYPES

BACKGROUND TABLES (BKG) cont.

BKG_JNOT Job Notice Background TableBKG_JNSA Job Notice Schedule Activity Background TableBKG_JOBA Job Application Background TableBKG_JOBI Job Interview Background TableBKG_JUS1 Position User Defined Screen 1 Background TableBKG_LCNS License Background TableBKG_LVDT Leave Detail Background TableBKG_PASS Pass Background TableBKG_PAYP Pay Parameter Background TableBKG_PCHD Pay Check TableBKG_PHST Position TableBKG_PSAT Position Authorization Background TableBKG_PSBH Position Budget History Background TableBKG_PSID Internal Position ID by Position Number Reference TableBKG_PUD1 Position User Defined Screen 1 Background TableBKG_PUD2 Position User Defined Screen 2 Background TableBKG_PUD3 Position User Defined Screen 3 Background TableBKG_REMARKS MESH Remarks ExtractBKG_RESP Reserve Summary Background TableBKG_SSN Background Social Security NumberBKG_TAXO Employee Tax Parameter TableBKG_TENM Tenure Status Background TableBKG_USR1 Position User Defined Screen 1 Background TableBKG_USR2 Position User Defined Screen 2 Background TableBKG_USR3 Position User Defined Screen 3 Background TableBKG_USR4 Position User Defined Screen 4 Background TableBKG_USR5 Position User Defined Screen 5 Background TableBKG_USR6 Position User Defined Screen 6 Background TableBKG_USR7 Position User Defined Screen 7 Background TableBKG_USR8 Position User Defined Screen 8 Background TableBKG_USR9 Position User Defined Screen 9 Background TableBKG_VETR Veteran Table

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HR DATA WAREHOUSE

TABLE TYPESBACKGROUND TABLES (BKG)

Background tables will generally be used to obtain information about employees,positions, applicants and job notices. While Reference tables provide supportinginformation about the meaning and usage of codes for an effective dated timeperiod.

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TABLE TYPES


REF_A21C A21 Category Reference TableREF_A21F A21 Function Reference TableREF_A21R A21 Reporting Period Reference TableREF_AGYX Extended Agency Reference TableREF_APSR Applicant Status Reason Reference TableREF_APST Applicant Status Reference TableREF_ASDF Applicant Selection Definition Background TableREF_ATTG Applicant Tracking Title Group Reference TableREF_ATTN Attorney Code Reference TableREF_ATVY Applicant Tracking Activity Reference TableREF_AUDF Applicant Tracking User Defined Fields TableREF_BPCL Benefit Plan Class TableREF_BTCL Benefit Type Class Reference TableREF_BTSC Benefit Type Sub Class Reference TableREF_CATG Event Category Reference TableREF_CBAC COBRA Activity Reference TableREF_CBBC COBRA Billing Cycle Reference TableREF_CBEV COBRA Event Reference TableREF_CBMC COBRA Message Reference TableREF_CBQE COBRA Qualifying Event DurationREF_CBSG COBRA Stage Reference TableREF_CBST COBRA Stage Code Reference TableREF_CCPR Client Compensatory Profile Reference TableREF_CGRD Course Grade Reference TableREF_CHRL Chart Rule Reference TableREF_CIVS Civil Service Status Reference TableREF_CNTY County Code Reference TableREF_CORT Court Reference TableREF_CPID Contract Period Identification Reference TableREF_CPOL Contract/Reserve Pay Policy Reference TableREF_CRSE Course Reference TableREF_CTRY Country Reference TableREF_CYCL Pay Cycle Reference TableREF_DDPL Deduction Policy Type Reference TableREF_DEDA Deduction Plan Alternate Rates Reference TableREF_DEDF Deduction Frequency Reference TableREF_DEDT Deduction Type Reference TableREF_DEDX Marginal Tax Rates Reference TableREF_DEFB Deduction / Fringe Benefits Reference Table

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TABLE TYPES


Reference Tables- Valid attributes for SAM II codes are stored on these tables.For example, every valid state and its short and long descriptions are stored on theState table.

The Reference tables consist mainly of code values and related information tables,which contain attributes with which a user can apply further limiting criteria. TheREF tables also serve to identify and track valid values.

The Reference tables can fall into different categories based upon the load processused to populate the Data Model. These categories each impact what informationis important in order to make table joins to create reports.

The Reference Table List continues on the next few pages.

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TABLE TYPES

REFERENCE TABLES (REF) cont.

REF_DEGR Degree Reference TableREF_DEPARTMENT MESH DepartmentREF_DEPT_CLASS MESH Department ClassREF_DIVISION MESH DivisionREF_DPLN Deduction Plan Reference TableREF_DPOL Deduction Policy Reference TableREF_DSBL Disability Reference TableREF_DSCG Discharge Type Reference TableREF_ECSO Case Officer Reference TableREF_EEOC EEO Job Category Reference TableREF_EEOE EEO Employer Information TableREF_EEOF EEO Function Reference TableREF_EEOL EEO Location Reference TableREF_EEOM EEO Multi-Location Reference TableREF_EEOR EEO Rank Reference TableREF_EMPR Employer Reference TableREF_EMPS Employment Status Reference TableREF_EMPX Extended Employment Status Reference TableREF_ERAT Career Rating Reference TableREF_ERTP Career Rating Type Reference TableREF_ETHN Ethnicity Reference TableREF_ETYP Evaluation type Reference TableREF_EVNT Event Type Reference TableREF_FACT Other Factor Reference TableREF_FICL FICA Class Reference TableREF_FINI Bank GHRS Account Reference TableREF_FLHR FLSA Hours Reference TableREF_FLPR FLSA Profile Reference TableREF_FLWK FLSA Work Cycle Reference TableREF_GEOG Geographic Area Reference TableREF_GRDE Grade Reference TableREF_INSC Insurance Company Reference TableREF_IRTG Interview Rating Reference TableREF_ISTS Incident Status Reference TableREF_ITYP Incident Type Reference TableREF_JBRQ Job Requirement Reference TableREF_JNSR Job Notice Status Reason Reference TableREF_JNST Job Notice Status Reference TableREF_JNTP Job Notice Type Reference TableREF_JOBS Job Status Reference Table

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TABLE TYPES

REFERENCE TABLES (REF) cont.REF_JSTA Job Statements Reference TableREF_LAWF Law Firm Reference TableREF_LDPR Labor Distribution Profile Reference TableREF_LEVF Leave Frequency Reference TableREF_LOC Location Reference TableREF_LPCT Leave Policy Category Reference TableREF_LPET Leave Event Type Reference TableREF_LPOL Leave Policy Reference TableREF_LPRL Leave Progression Rule TableREF_LPRT Leave Policy Rate Reference TableREF_LTYP License Type Reference TableREF_MAJR Formal Education Major Reference TableREF_MILB Military Branch Reference TableREF_MILR Military Rank Reference TableREF_MSTS Marital Status Reference TableREF_NMCR Name Change Reason Reference TableREF_OCCG Occupational Group Reference TableREF_ORGN Organization Reference TableREF_PACT Personnel Action Reference TableREF_PART Personnel Action Reason Reference TableREF_PAYF Pay Event Frequency Reference TableREF_PEDL Personal Edit Data List TableREF_PEDT Personal Edit Rules Reference TableREF_PEX2 Override Budget Level Reference TableREF_PEXP Expense Category Reference TableREF_PNST Pension System Reference TableREF_PPET Pay Policy Event Type Reference TableREF_PPOL Pay Policy Reference TableREF_PPRL Pay Progression Rule Reference TableREF_PPRT Pay Policy Rate TableREF_PREX Name Prefix Reference TableREF_PSBP Budget Preparation Reference TableREF_PSBS Position Budget Status Reference TableREF_PSTP Pass Type Reference TableREF_PSTS Position Status Reference TableREF_PUDF Position User Defined Field TableREF_PYCL Pay Class Reference TableREF_PYGP Payroll Group reference TableREF_PYNO Payroll Number Reference TableREF_RANK Agency Ranking Reference TableREF_RCMD recommendation Reference Table

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HR DATA WAREHOUSE

TABLE TYPES

REFERENCE TABLES (REF) cont.REF_REFR Referral Source Reference TableREF_RELT Relationship Reference TableREF_RESD Residency Reference TableREF_RNKM Tenure Rank Reference TableREF_RPRF Performance Rating Profile Reference TableREF_RPYF Reserve Payout Factor Reference TableREF_RSLT Activity Result Reference TableREF_SCHL School Institution TableREF_SECTION MESH SectionREF_SFTF Soft Fund Reference TableREF_SKLL Skill Level Reference TableREF_SKLS Skill Type Reference TableREF_SPRQ Special Requirement Reference TableREF_ST State Reference TableREF_STEP Step Reference TableREF_STTL Sub-title Reference TableREF_SUFX Name Suffix Reference TableREF_TAXC Tax Class Reference TableREF_TAXD Tax Reporting Description Reference CodeREF_TAXM Tax Marital Status Reference TableREF_TAXP Tax Parameters Reference TableREF_TAXR Tax Reporting Reference TableREF_TAXT Tax Treaty Reference TableREF_TBL1 Table 1 Field Entry TableREF_TBL2 Table 2 Field Entry TableREF_TBL3 Table 3 Field Entry TableREF_TBL4 Table 4 Field Entry TableREF_TBL5 Table 5 Field Entry TableREF_TBL6 Table 6 Field Entry TableREF_TBL7 Table 7 Field Entry TableREF_TBL8 Table 8 Field Entry TableREF_TBL9 Table 9 Field Entry TableREF_TCAT Title Category Reference TableREF_TCLT Title Classification Reference TableREF_TENS Tenure Status Code Reference TableREF_TETP Test Type Reference TableREF_TICA Titles in Title Category Reference TableREF_TIMC Time Category Reference TableREF_TITL Title Reference TableREF_TRKC Tracking Code Reference Table

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TABLE TYPES

REFERENCE TABLES (REF) cont.

REF_TTLG Title Group Reference TableREF_TXEN Taxing Entity Reference TableREF_ULOC Union Local Reference TableREF_USDF User Defined Fields TableREF_VETS Veteran Status Reference TableREF_WDAY Work Day Reference TableREF_WKCY Work Cycle Reference TableREF_WKTP Work Type Reference Table

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HR DATA WAREHOUSE

TABLE TYPES

SUMMARY TABLES (SUM)

SUM_BENEFITS Agency Benefits Summary TableSUM_DEDUCTIONS Agency Deduction Summary TableSUM_DEMOGRAPHICS Demographics Summary TableSUM_EMP_RATE Employee Rate Summary TableSUM_EMP_SALARY Employee Salary Summary TableSUM_EMPLOYEE Employment Statistics Summary TableSUM_LEAVE Agency Leave Summary TableSUM_LV_ACCR_USE Leave Accrual Usage Summary TableSUM_PAYROLL Payroll Summary TableSUM_POSITION Agency Position Summary table

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HR DATA WAREHOUSE

TABLE TYPESSUMMARY TABLES (SUM)

Summary Tables are primarily for support of the web front-end interface and arein fact the only tables used by the front-end for report inquiries. SUM tables are aconglomeration of the most important data elements for each area of analysis.

Summary tables are one of the first stops for other report tool users looking fortables that contain a history of much of the common information required forreports without the complexity of effective dated joins to multiple tables.However, reliable joins from these tables to other tables are possible for userswith a higher knowledge of SQL and an understanding of the Data Warehousedatabase architecture.

The Data Warehouse load process creates all tables identified as summaries.Summary tables can either be true summaries of an existing table, usually extractor log table data that is additive, and can be summarized on some subset of thekeys of the table being summarized, or, a combination of data from multiplesources that has been 'summarized' into one table for user convenience.

In actuality, summary table is a misnomer in referring to any summary tablecontained in the HR Warehouse. Since human resource and payroll data, by itsnature does not lend itself to summarization, the highest level of granularitypossible is at the employee level. In most cases, it will be at a much lower leveland is totally dependent on the number of unique keys that exist.

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TABLE TYPES

SNAPSHOT TABLES (SNAP)

Table Name DescriptionSNAP_EMPLOYEE Snapshot EmployeeSNAP_POSITION Snapshot Position

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HR DATA WAREHOUSE

TABLE TYPESSNAPSHOT TABLES (SNAP)

Snapshot Tables - A large percentage of inquires requested from the DataWarehouse will be of current information. To support these inquiries a set ofsnapshot tables and views were created to help facilitate inquiry and reportingneeds.

The two SNAP tables were created to aid the Back-End user in writing reports.These tables contain a snapshot of employee and position data for a specifiedeffective date.

Snapshot data will be wiped out and reloaded each night.

Given that an effective dated table can only have one set of results on a specificday, there will only be one record for each unique code updated nightly.Therefore, even though these tables and views will not be historical they willallow access to a broad range of data without the complexity of effected datedjoins.

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ACCESSING THE VIEWERStep 1

Step 2

Step 3

Step 4

Step 5

Step 6

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ACCESSING THE VIEWER

You will now locate the Data Warehouse Data Model information on theinternet/intranet that will allow you to become familiar with the tables and fieldsin the future. You will be able to browse the Data Model tables and fields.

Accessing Data Warehouse Data Model Fields and Tables on the Web

By following the procedures outlined below, you should be able to locate theinformation you need quickly and easily.

Step 1 Start your Internet browser and open the State of Missouri homepage (http://www.state.mo.us/).

Step 2 Click on the (SAM II) logo in the lower left side of the page(scroll down) to access the SAM II web page.

Step 3 Click on the SAM II HR/Payroll text above the graphic to theright.

Step 4 Click on the Data Warehouse icon in the index list on the left sideof the page.

Step 5 Click on the SAM II HR/Payroll Data Warehouse icon.

Step 6 Click on the Data Model/Dictionary icon.

Step 7 You now have two choices. You can choose to download theAccess database to your hard drive and browse it offline, or simplybrowse the database online. If you want to run the viewer from thenetwork (browse online), then check Open it and click OK. If youwant to run it from your hard drive then simply click OK in theDialog box and tell it where to save the database. Then click Open.

Step 8 The Access Logon security dialog box will appear with your namein the top cell asking for your password in the bottom one. SimplyClick OK.

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HR DATA WAREHOUSE

THE DATA MODEL VIEWER

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HR DATA WAREHOUSE

THE DATA MODEL VIEWER

The Microsoft Access HR Data Model Viewer is a research tool for the Back-enduser to learn about the Data Model’s tables and field content and structure.



Step 1 Click on the (LOOK-UP/PRINT A SINGLE TABLE) button

From this selection, on the TABLE NAME the user can scan for theTable’s found in the HR Data Model from an alphabetically ordered list.

Step 2 Click on the (BKG ADDR) Table Name.

Once the TABLE NAME is selected, the Table Description, Field Name,Field Description, Field Datatype, Primary Key, Foreign Key, and ForeignKey Parent Table data appears on the screen.

Other buttons:

The REVIEW AND/OR PRINT ALL TABLES button offers the same tabledetail.

(Warning: Hitting the Print button will print all tables.)

The VIEW DATA MODEL CHANGE LOG button is used to record changesto the Data Model and the Viewer. The Data Warehouse technical supportstaff will use this button only.

The VIEW DATA DICTIONARY button offers another view of table nameswith table long descriptions. This view also contains an OPEN FIELDINFORMATION button for each table. This view offers Field Names andField Descriptions.

The LOOK UP VIEWS OF TABLES drop-down list button displays a list oftable views - 26 for each table. All list entries have an agency number suffix.Choosing one in the list shows fields for that table with data limited to theagency indicated by the suffix number.

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KEY FIELDS

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HR DATA WAREHOUSE

KEY FIELDS

Database tables are created with key fields. It is critical to understand the keyfield structure of a table in order to determine the best type of join required tocreate a Back-end report with the correct data pulling from the different tables.

Parent Table is a table where the columns that make up the primary key are aforeign key in another table, e.g., State Code is a primary key of the State Tablethat is also stored in other tables as part of an address.

Child Table is a table that has columns, which are primary keys of another tableand the table rows are therefore dependent on rows in the primary table, e.g., theAddress table contains a State Code column, which is the primary key of the Statetable. A table can be a primary table only, a dependent table only or bothdepending on the relationship being considered.

Primary Key defines the columns in a table (Parent Table) that uniquely identifyrows in that table.

Foreign Key defines columns in a table (Child Table) that are dependent on thedata in another table (Parent Table).

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TABLE AND FIELD DESCRIPTIONS

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HR DATA WAREHOUSE

TABLE AND FIELD DESCRIPTIONS

In order to determine the exact content of any given table, viewing the fieldinformation is critical. To view the table and field descriptions, the view DataDictionary selection is necessary. The user can then view the Data Model’sTables and Field content and structure.



Step 1 Click on the (VIEW DATA DICTIONARY) button.

From this selection, on the TABLE NAME or from the record count at thebottom of the viewer, the user can scan for the Table’s Long Description.

Step 2 On the TABLE NAME (BKG_ADDR), Click on the (OPEN FIELDINFORMATION) button.

Once the FIELD INFORMATION is selected, the FIELD NAME ANDFIELD LONG DESCRIPTION appears on the screen. Using the recordcount at the bottom of the screen each field’s name and description can beviewed.

The FIELD DESCRIPTION information is very important in understanding thevalues and data needed for a particular report.

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DATA MODEL SUBJECT AREAS ANDTABLES

Position Control

Applicant Tracking

Employee

Deductions

Benefits

Leave

Payroll

Demographics

EEO Reporting

Miscellaneous

All

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HR DATA WAREHOUSE

SUBJECT AREAS and TABLESA functional approach of using the HR Data Model Viewer to research table andfield information is to first determine the main area where the tables may belocated.

For the purposes of Data Model research and understanding, the tables have beengrouped into the following subject areas: Position Control, Applicant Tracking,Employee, Deductions, Benefits; Leave, Payroll, Demographics, EEO Reporting,and All.

Some tables may fall into more than one subject area depending on the field levelcontent.

A list of tables sorted by Table Name Code with table names and table longdescriptions are contained in the appendix.

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HR DATA WAREHOUSE

POSITION

PositionBKG_PHST Position TableBKG_PSAT Position Authorization Background TableBKG_PSBH Position Budget History Background TableBKG_PSID Internal Position ID by Position Number Reference TableBKG_PUD1 Position User Defined Screen 1 Background TableREF_CIVS Civil Service Status Reference TableREF_CNTY County Code Reference TableREF_LDPR Labor Distribution Profile Reference TableREF_LOC Location Reference TableREF_PSBS Position Budget Status Reference TableREF_PSTS Position Status Reference TableREF_ST State Reference TableREF_STTL Sub-title Reference TableREF_TCAT Title Category Reference TableREF_TCLT Title Classification Reference TableREF_TICA Titles in Title Category Reference TableREF_TITL Title Reference TableREF_TTLG Title Group Reference TableSNAP_POSITION Snapshot PositionSUM_POSITION Position Statistics Summary Table

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POSITIONThe Position Tables support the duties and decisions necessary for staff planning,position monitoring and position analysis. It allows monitoring of job creation,status (i.e., filled, vacant, or frozen).

Position History data will be extracted from SAM II HR/Payroll database tables(e.g. position history table) and a one time conversion from existing legacysystems.

The position history query will provide the user with the capability of viewingposition history information grouped by any department/agency level.

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APPLICANT TRACKING

Applicant TrackingBKG_APCT Applicant Background TableBKG_APEV Applicant Evaluation Profile Background TableBKG_APSA Applicant Scheduled Activity Background TableBKG_APTS Applicant by Test ScoreBKG_AREF Applicant Reference Background TableBKG_AUS1 Applicant Status User Defined background TableBKG_JBIC Job Interview Comments Background TableBKG_JNOT Job Notice Background TableBKG_JNSA Job Notice Schedule Activity Background TableBKG_JOBA Job Application Background TableBKG_JOBI Job Interview Background TableBKG_JUS1 Job Notice User Defined Screen Background TableREF_APSR Applicant Status Reason Reference TableREF_APST Applicant Status Reference TableREF_ASDF Applicant Selection Definition Background TableREF_ATTG Applicant Tracking Title Group Reference TableREF_ATVY Applicant Tracking Activity Reference TableREF_FACT Other Factor Reference TableREF_GEOG Geographic Area Reference TableREF_IRTG Interview Rating Reference TableREF_JBRQ Job Requirement Reference TableREF_JNSR Job Notice Status Reason Reference TableREF_JNST Job Notice Status Reference TableREF_JNTP Job Notice Type Reference TableREF_JSTA Job Statements Reference TableREF_RANK Agency Ranking Reference TableREF_RCMD Recommendation Reference TableREF_REFR Referral Source Reference TableREF_RSLT Activity Result Reference TableREF_SPRQ Special Requirement Reference TableREF_TETP Test Type Reference Table

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HR DATA WAREHOUSE

APPLICANT TRACKING

Applicant Tracking Tables capture data to assist in the hiring process. Thesetables follow the applicant’s progress through the hiring process. It recordspersonal data such as gender, age, race, veteran status, handicap status, address,telephone numbers, skills profile, and test scores.

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EMPLOYEEEmployeeBKG_ADDR Address Background TableBKG_APPT Employee Appointment Background TableBKG_ASGN Employee Assignment Background TableBKG_EMER Emergency Contact Background TableBKG_EMPH Employee History Background TableBKG_ENMH Employee Name History Background TableBKG_ESML Employee Assignment Background TableBKG_REMARKS MESH Remarks ExtractBKG_USR1-9 User Defined Screen 1-9 Background TableREF_CCPR Client Compensatory Profile Reference TableREF_CIVS Civil Service Status Reference TableREF_CNTY County Code Reference TableREF_CTRY Country Reference TableREF_DEPARTMENT MESH DepartmentREF_DEPT_CLASS MESH Department ClassREF_DIVISION MESH DivisionREF_EMPS Employment Status Reference TableREF_EMPX Extended Employment Status Reference TableREF_JOBS Job Status Reference TableREF_LDPR Labor Distribution Profile Reference TableREF_LOC Location Reference TableREF_NMCR Name Change Reason Reference TableREF_OCCG Occupational Group Reference TableREF_PACT Personnel Action Reference TableREF_PART Personnel Action Reason Reference TableREF_PREX Name Prefix Reference TableREF_RELT Relationship Reference TableREF_SECTION MESH SectionREF_ST State Reference TableREF_STTL Sub-title Reference TableREF_SUFX Name Suffix Reference TableREF_TCLT Title Classification Reference TableREF_TICA Titles in Title Category Reference TableREF_TITL Title Reference TableREF_TTLG Title Group Reference TableSNAP_EMPLOYEE Snapshot EmployeeSUM_EMPLOYEE Employment Statistics Summary Table

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HR DATA WAREHOUSE

EMPLOYEEThe tables in this subject are of two combinations: Employee History andEmployee Data.

Employee History data will be extracted from SAM II HR/Payroll databasetables, e.g., employee table, employee assignment table, and employeeappointment table, as well as a one-time conversion from the PMS legacy system.

The employee history query will provide the user with the capability of viewingemployee history information grouped by any department/agency level.

Employee Data – This area will provide the ability to track and analyze thepersonnel actions involving an individual employee during their time ofemployment with the agency.

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DEDUCTIONS

DeductionsBKG_DEDO Deduction Option Background TableBKG_DEDP Deduction Parameters Background TableBKG_FICA FICA TableBKG_TAXO Employee Tax Parameter TableEXT_DED_DETAIL PCEF Deduction Detail ExtractEXT_GL_DED_DETAIL XDEDD Pay Detail ExtractREF_ATTN Attorney Code Reference TableREF_CATG Event Category Reference TableREF_CORT Court Reference TableREF_DDPL Deduction Policy Type Reference TableREF_DEDA Deduction Plan Alternate Rates Reference TableREF_DEDF Deduction Frequency Reference TableREF_DEDT Deduction Type Reference TableREF_DEDX Marginal Tax Rates Reference TableREF_DEFB Deduction / Fringe Benefits Reference TableREF_DPLN Deduction Plan Reference TableREF_DPOL Deduction Policy Reference TableREF_FICL FICA Class Reference TableREF_LAWF Law Firm Reference TableREF_PNST Pension System Reference TableREF_TAXC Tax Class Reference TableREF_TAXD Tax Reporting Description Reference CodeREF_TAXM Tax Marital Status Reference TableREF_TAXP Tax Parameters Reference TableREF_TAXR Tax Reporting Reference TableREF_TAXT Tax Treaty Reference TableREF_TXEN Taxing Entity Reference TableSUM_DEDUCTIONS Agency Deduction Summary Table

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HR DATA WAREHOUSE

DEDUCTIONSDeduction data will be extracted from the pay-cycle extract file (PCEF) and fromdeduction detail and summary database tables.

The deduction data query will provide the user with the capability of viewingemployee deduction information grouped by any department/agency level atvarious degrees of summarization.

In this area, analysis can be performed by date, a range of dates, by Gross-to-Net(GTN) run number, a range of GTN run numbers, payroll date, or cycle code.This information can be selected for a particular agency/organization or for allstate agencies.

Additional analysis can be performed on what employees have specificdeductions, the rate of deductions, court number, law firm, dock number,beneficiary and other information.

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HR DATA WAREHOUSE

BENEFITS

BenefitsBKG_DPBN Dependent Benefits Background TableBKG_DPND Dependent Background TableREF_BPCL Benefit Plan Class TableREF_BTCL Benefit Type Class Reference TableREF_BTSC Benefit Type Sub Class Reference TableREF_CATG Event Category Reference TableREF_PNST Pension System Reference TableSUM_BENEFITS Agency Benefits Summary Table

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HR DATA WAREHOUSE

BENEFITSThe benefits area provides the information needed for the agency to generatereports concerning employee benefit payouts and activity. These reports can begenerated for a single date, a range of dates, a single payroll run, or multiplepayroll runs. Information can be selected by benefit category, type, plan, orsalary range, in addition, to the full accounting line to which the benefit(s) werecharged.

This area is very similar to and provides the same basic functionality as thedeductions area. The one exception being the availability of the complete Chartof Accounts for how a benefit was paid.

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HR DATA WAREHOUSE

LEAVE

LeaveBKG_LVDT Leave Detail Background TableREF_CATG Event Category Reference TableREF_CHRL Chart Rule Reference TableREF_EVNT Event Type Reference TableREF_FLHR FLSA Hours Reference TableREF_FLPR FLSA Profile Reference TableREF_FLWK FLSA Work Cycle Reference TableREF_LPET Leave Event Type Reference TableREF_LPOL Leave Policy Reference TableREF_LPRL Leave Progression Rule TableREF_LPRT Leave Policy Rate Reference TableSUM_LEAVE Leave Summary TableSUM_LV_ACCR_USE Leave Accrual Usage Summary Table

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HR DATA WAREHOUSE

LEAVELeave data will be extracted from the pay-cycle extract file (PCEF), as well asfrom leave detail and summary database tables.

The leave data query will provide the user with the capability of viewingemployee leave information grouped by any department/agency level at variousdegrees of summarization.

Leave information may be analyzed by date, a range of dates, for a specificpayroll or a range of payrolls as required. These reports may be selected for aparticular leave attribute, such as category, type, or leave policy, by title, by worklocation, or resident location.

The SAM II HR/Payroll system allows three types of leave balance calculationsdefined by the category calculation id:

Inception to date (ID) Year to date (YD) Leave year to date (LY)

These types designate the time period to be used for summing leave accruals andusage to calculate a balance. The SUM_LV_ACCR_USE table selects theappropriate records to sum together to obtain a balance at a point in time,regardless of the type.

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HR DATA WAREHOUSE

PAYROLL

PayrollBKG_CCAN Check Cancel Background TableBKG_COND Contract Detail Background TableBKG_CONP Contract Summary Background TableBKG_EFTC Electronic Funds Transfer Background TableBKG_PAYP Pay Parameter Background TableBKG_PCHD Pay Check TableBKG_RESP Reserve Summary Background TableEXT_PAY_DETAIL PCEF Pay Detail ExtractEXT_GL_PAY_DETAIL XPAY Pay Detail ExtractEXT_PCEF_HEADER PCEF Header Record ExtractionREF_A21C A21 Category Reference TableREF_A21F A21 Function Reference TableREF_A21R A21 Reporting Period Reference TableREF_CATG Event Category Reference TableREF_CHRL Chart Rule Reference TableREF_CPID Contract Period Identification Reference TableREF_CPOL Contract/Reserve Pay Policy Reference TableREF_CYCL Pay Cycle Reference TableREF_EVNT Event Type Reference TableREF_FINI Bank GHRS Account Reference TableREF_GRDE Grade Reference Table

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HR DATA WAREHOUSE

PAYROLLPay data will be extracted from the pay-cycle extract file (PCEF).

The payroll data query will provide the user with the capability of viewingemployee payroll information grouped by any department/agency level at variousdegrees of summarization.

This area will facilitate the detailed analysis of an agency’s payroll data. Analysisis possible for a single date, a range of dates, a Gross To Net (GTN) run number,a range of GTN run numbers, by Payroll Date, or Cycle Code. Query resultscould include any or all accounting attributes and event attributes.

Additional Payroll tables are found on the following page.

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PAYROLL cont.

REF_LDPR Labor Distribution Profile Reference TableREF_PAYF Pay Event Frequency Reference TableREF_PPET Pay Policy Event Type Reference TableREF_PPOL Pay Policy Reference TableREF_PPRL Pay Progression Rule Reference TableREF_PPRT Pay Policy Rate TableREF_PYCL Pay Class Reference TableREF_PYGP Payroll Group reference TableREF_PYNO Payroll Number Reference TableREF_RPYF Reserve Payout Factor Reference TableREF_STEP Step Reference TableREF_TIMC Time Category Reference TableREF_WDAY Work Day Reference TableREF_WKCY Work Cycle Reference TableSUM_EMP_RATE Employee Rate Summary TableSUM_EMP_SALARY Employee Salary summary TableSUM_PAYROLL Payroll Summary Table

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HR DATA WAREHOUSE

PAYROLL cont.After each SAM II payroll, there is a set of sequential file extracts produced bythe system that detail the payroll activity for the pay cycle. Extraction of thesefiles is essentially a process of converting the records for each file to thewarehouse format and otherwise preparing them for upload. Extracted filesinclude:

PCEF – Pay Cycle Extraction File XPAYD – General Ledger Pay Detail Extraction File XDEDD – General Ledger Deduction Detail Extraction File LVEX – Leave Balance Extraction File

The XDEDD and XPAYD files are summarized by employee, appointment, eventcode, document number, and accounting line for before loading into the DataWarehouse extract tables.

The XDEDD and XPAYD files are summarized by employee, appointment,category code, and accounting line for before loading into the Data Warehousesummary tables. These tables include Sum Payroll, Sum Benefit, and SumDeduction and are the tables used by the front-end for report inquiries.

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DEMOGRAPHICS

DemographicsBKG_ADDR Address Background TableBKG_ENMH Employee Name History Background TableBKG_VETR Veteran TableEXT_PCEF_EMPL_ATTR PCEF Employee Attributes ExtractREF_CNTY County Code Reference TableREF_CTRY Country Reference TableREF_DEGR Degree Reference TableREF_DSBL Disability Reference TableREF_DSCG Discharge Type Reference TableREF_ETHN Ethnicity Reference TableREF_LOC Location Reference TableREF_MAJR Formal Education Major Reference TableREF_MILB Military Branch Reference TableREF_MILR Military Rank Reference TableREF_MSTS Marital Status Reference TableREF_RESD Residency Reference TableREF_ST State Reference TableREF_ULOC Union Local Reference TableREF_VETS Veteran Status Reference TableSUM_DEMOGRAPHICS Demographics Summary Table

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HR DATA WAREHOUSE

DEMOGRAPHICSDemographics data will be extracted from the database tables (e.g. employeetable, veteran table, etc).

The demographics query will provide the user with the capability of viewingemployee demographic information grouped by any department/agency level.

This area will allow the analysis of employee information related todemographics, at the statewide level, at a specific point in time.

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HR DATA WAREHOUSE

EEO REPORTING

EEO ReportingBKG_EEO6 EEO6 Employee Background TableREF_EEOC EEO Job Category Reference TableREF_EEOE EEO Employer Information TableREF_EEOF EEO Function Reference TableREF_EEOL EEO Location Reference TableREF_EEOM EEO Multi-Location Reference TableREF_EEOR EEO Rank Reference Table

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HR DATA WAREHOUSE

EEO REPORTINGEEO Reporting records personal data relating to the EEO reporting requirements.This data includes race, primary appointment, citizenship, gender, EEO full time,etc.

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HR DATA WAREHOUSE

MISCELLANEOUS

MiscBKG_PASS Pass Background TableBKG_TENM Tenure Status Background TableREF_EMPR Employer Reference TableREF_INSC Insurance Company Reference TableREF_PSTP Pass Type Reference TableREF_RNKM Tenure Rank Reference TableREF_SCHL School Institution TableREF_SFTF Soft Fund Reference TableREF_TENS Tenure Status Code Reference TableREF_TRKC Tracking Code Reference Table

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HR DATA WAREHOUSE

MISCELLANEOUS(Not associated with other areas)

These tables are not necessarily associated with any of the other subject areas.

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ALL

ALLBKG_EMID Employee ID TableBKG_SSN Internal Employee ID by SSNREF_AGYX Extended Agency Reference TableREF_ORGN Organization Reference Table

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HR DATA WAREHOUSE

ALL(Associated with all areas)Many tables can be found in multiple subject areas such as payroll and position,and benefits and deductions. The tables listed in this subject area of “ALL” fallsinto every subject area.

The SAM II HR/Payroll system creates a unique system-generated numberassigned to each employee (GHRS_INTERNAL_EMP_ID) and each position(GHRS_INTERNAL_POSN_ID). These unique numbers do not change when anemployee changes their name or social security number. Different from theInternal ID, the SAM II system also uses an Employee ID, which is the samevalue as the employee’s Social Security Number.

When creating certain reports, it is important to join the correct tables in order tolink the Employee ID with the Social Security Number and with the Internal ID.

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HR DATA WAREHOUSE

TABLE GROUPING

Data Model Structure by Table Grouping

Extract Tables

Chart of Accounts Tables

Tables containing COA Codes

Effective Dated Normalized Tables

Non-Effective Dated Tables

Change Driven Summary Tables

Event Driven Summary Tables

Snapshot Tables

Log Tables

Legacy Tables

Tables containing Legacy codes

Special Views

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HR DATA WAREHOUSE

TABLE GROUPING

The six main table types are grouped according to a similar key structures basedon the LOAD (ETL) process and logic used to populated the data from the SAMII HR/Payroll system into the Data Warehouse.

The main groupings of these tables are described operationally; Extract Tables,Chart of Accounts Tables, Tables containing COA Codes, Effective DatedNormalized Tables, Non-Effective Dated Tables, Change Driven SummaryTables, Event Driven Summary Tables, Snapshot Tables, Log Tables, LegacyTables, Tables containing Legacy codes, and Special Views.

There are similar key structures sharing certain distinct characteristics for tablesto be grouped together.

Understanding a table’s key structure is critical in determining the best method ofjoining tables to meet reporting requirements.

The following section of Table Groupings explains the similarity of each tablegrouping and provides a list of all related tables.

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HR DATA WAREHOUSE

TABLE GROUPING

EXTRACT TABLES

Table Name DescriptionEXT_GL_DED_DETAIL XDEDD General Ledger Ded ExtractEXT_GL_PAY_DETAIL XPAYD General Ledger Pay ExtractEXT_PCEF_HEADER PCEF Header Record ExtractionEXT_PCEF_EMPL_ATTR PCEF Employee Attributes ExtractEXT_PAY_DETAIL PCEF Pay Detail ExtractEXT_GL_FRG_DETAIL XDEDD Fringe Detail ExtractEXT_GL_BEN_DETAIL XDEDD Benefit Detail Extract

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HR DATA WAREHOUSE

TABLE GROUPING

EXTRACT TABLES

The Extract (EXT) tables contain “raw data” that has been extracted from SAMII HR/Payroll operational system. One of their primary functions is to serve asbuilding blocks for SUM tables. These tables store pay, leave, and deduction datagenerated by the payroll process.

Sequential files produced by SAM II HR/Payroll pay cycles are split into logicalgroups (e.g. pay and deductions). They have been sorted and summarized and theeffective dates have been de-normalized.

Extract Tables Grouping Characteristics:

Current and synchronized with HR as of the last load date.

De-Normalized.

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HR DATA WAREHOUSE

TABLE GROUPINGCHART OF ACCOUNTS

Include:Table Name Table DescriptionsREF_AGYX Agency Reference TableREF_ORGN Organization Reference Table

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HR DATA WAREHOUSE

TABLE GROUPING

CHART OF ACCOUNTS

All Chart of Account (COA) tables will be maintained in the SAM II FinancialSystem. One COA table, Agency, provides the foundation for HR DataWarehouse security. Also, many of the tables in the SAM II HR/Payroll systemthat reference COA information will be copied to the Data Warehouse. Thereforesome COA tables will be required in the Data Warehouse to support security aswell as reports and inquiries.

In order for tables to join directly to the COA reference tables the fiscal year mustbe added to any table with COA elements. This will be done as part of load andupdate process for these tables. For tables that store transactional events this issufficient as the record should correctly store the fiscal year as of the date of theevent.

However, for effective dated tables that cover a period of time potentiallyspanning multiple fiscal years a new effective dated record will need to beinserted to record the change and maintain the ability to join accurately. Thismeans that an annual fiscal year rollover process will need to be executed againstthese tables. This process will create new records containing the changed fiscalyear information. In addition, any future dated records pointing to the 'old' fiscalyear will be modified to use the new fiscal year as well.

Fiscal year will be added to all reference and background tables containing chartof account elements if it is not already present.

Once per year, a SAM II fiscal year roll over process will create new records andupdate existing records, which contain Chart of Account (COA) details and areNot Effective Dated. Any record in these tables, which expires on or after thefirst day of the new fiscal year will be selected.

Selecting rows that contain the agency’s code in either the home agency oraccounting agency columns will separate the General Ledger Extract ofaccounting data. This process ensures that agencies receive data about employeesthat have billed their agency even if they do not work there. Employee Id, name,title code, and position data is available to help the agency identify the employeewhen this case arises.

Chart of Accounts Tables Grouping Characteristics

Keyed By Fiscal Year Joins to COA tables should include Fiscal Year

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TABLE GROUPING

TABLES CONTAINING COA CODES

Include:Table Name DescriptionBKG_ASGN Employee Assignment Background TableBKG_CCAN Check Cancel Background TableBKG_EEO6 EEO6 Employee Background TableBKG_ESML Employee Assignment Background TableBKG_ETRP Training Profile Background TableBKG_JNOT Job Notice Background TableBKG_JOBA Job Application Background TableBKG_PHST Position TableBKG_PSBH Position Budget History Background TableEXT_DED_DETAIL PCEF Deduction Detail ExtractEXT_GL_DED_DETAIL XDEDD ExtractEXT_GL_PAY_DETAIL XPAYD ExtractEXT_PAY_DETAIL PCEF Pay Detail ExtractEXT_PCEF_EMPL_ATTR PCEF Employee Attributes ExtractEXT_PCEF_HEADER PCEF Header Record ExtractionEXT_GL_FRG_DETAIL XDEDD Fringe Detail ExtractEXT_GL_BEN_DETAIL XDEDD Benefit Detail ExtractREF_DPLN Deduction Plan Reference TableREF_EVNT Event Type Reference TableREF_LDPR Labor Distribution Profile Reference Table

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TABLE GROUPING

TABLES CONTAINING COA CODES

These tables are grouped together because they contain COA codes. These tableswill contain a Fiscal Year that can be used in the join to the COA tables. Thesetables will have more records then the online system due to new records beingcreated by the Fiscal Year End process with the new Fiscal Year value.

Tables Containing Chart of Accounts Codes Grouping Characteristics:

Table may not be keyed by Fiscal Year.

A record will exist for each Fiscal Year the record applies to.

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TABLE GROUPINGEFFECTIVE DATED TABLES

(NORMALIZED)

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HR DATA WAREHOUSE

TABLE GROUPING

EFFECTIVE DATED TABLES(NORMALIZED)

The majority of the effective dated tables, that contain data that changeinfrequently or have a low level of impact if not joined correctly, are not subjectto the effective date de-normalization. These tables do not contain the effectivedate foreign keys from other tables.

Effective Dated Normalized Tables Grouping Characteristics:

Normalized

Must be joined using Effective Date logic.

The Effective Dated Normalized Table List is found on the next few pages.

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HR DATA WAREHOUSE

TABLE GROUPINGEFFECTIVE DATED TABLES

(NORMALIZED)

Table Name DescriptionBKG_CCAN Check Cancel Background TableBKG_DPBN Dependent Benefits Background TableBKG_DPND Dependent Background TableBKG_EEO6 EEO6 Employee Background TableBKG_EIND Incident Detail Background TableBKG_EMER Emergency Contact Background TableBKG_EPEC Performance Detail Comment Background TableBKG_EPEV Performance Summary Background TableBKG_ESKL Skills Profile Background TableBKG_ETRP Training Profile Background TableBKG_EWRK Prior Work Profile Background TableBKG_INCC Incident Detail Comments Background TableBKG_JBIC Job Interview Comments Background TableBKG_JNOT Job Notice Background TableBKG_JNSA Job Notice Schedule Activity Background TableBKG_JOBA Job Application Background TableBKG_JOBI Job Interview Background TableBKG_JUS1 Job User Defined Screen 1 Background TableBKG_LCNS License Background TableBKG_PASS Pass Background TableBKG_PSBH Position Budget History Background TableBKG_PUD1 Position User Defined Screen 1 Background TableBKG_PUD2 Position User Defined Screen 2 Background TableBKG_PUD3 Position User Defined Screen 3 Background TableBKG_TENM Tenure Status Background TableBKG_USR1 Empl User Defined Screen 1 Background TableBKG_USR2 Empl User Defined Screen 2 Background TableBKG_USR3 Empl User Defined Screen 3 Background TableBKG_USR4 Empl User Defined Screen 4 Background TableBKG_USR5 Empl User Defined Screen 5 Background TableBKG_USR6 Empl User Defined Screen 6 Background TableBKG_USR7 Empl User Defined Screen 7 Background TableBKG_USR8 Empl User Defined Screen 8 Background Table

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HR DATA WAREHOUSE

TABLE GROUPINGEFFECTIVE DATED TABLES cont.

(NORMALIZED)

BKG_USR9 Empl User Defined Screen 9 Background TableBKG_VETR Veteran TableREF_A21C A21 Category Reference TableREF_A21F A21 Function Reference TableREF_A21R A21 Reporting Period Reference TableREF_AGYX Extended Agency Reference TableREF_APSR Applicant Status Reason Reference TableREF_APST Applicant Status Reference TableREF_ASDF Applicant Selection Definition Background TableREF_ATTG Applicant Tracking Title Group Reference TableREF_ATVY Applicant Tracking Activity Reference TableREF_CGRD Course Grade Reference TableREF_CHRL Chart Rule Reference TableREF_CNTY County Code Reference TableREF_CPID Contract Period Identification Reference TableREF_CPOL Contract/Reserve Pay Policy Reference TableREF_CRSE Course Reference TableREF_CTRY Country Reference TableREF_CYCL Pay Cycle Reference TableREF_DEGR Degree Reference TableREF_DSBL Disability Reference TableREF_DSCG Discharge Type Reference TableREF_ECSO Case Officer Reference TableREF_EEOC EEO Job Category Reference TableREF_EEOE EEO Employer Information TableREF_EEOF EEO Function Reference TableREF_EEOL EEO Location Reference TableREF_EEOM EEO Multi-Location Reference TableREF_EEOR EEO Rank Reference TableREF_EMPR Employer Reference TableREF_ERAT Career Rating Reference TableREF_ERTP Career Rating Type Reference Table

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HR DATA WAREHOUSE


(NORMALIZED)

REF_ETHN Ethnicity Reference TableREF_ETYP Evaluation type Reference TableREF_FACT Other Factor Reference TableREF_FINI Bank GHRS Account Reference TableREF_FLHR FLSA Hours Reference TableREF_FLPR FLSA Profile Reference TableREF_FLWK FLSA Work Cycle Reference TableREF_GEOG Geographic Area Reference TableREF_GRDE Grade Reference TableREF_INSC Insurance Company Reference TableREF_IRTG Interview Rating Reference TableREF_ISTS Incident Status Reference TableREF_ITYP Incident Type Reference TableREF_JBRQ Job Requirement Reference TableREF_JNSR Job Notice Status Reason Reference TableREF_JNST Job Notice Status Reference TableREF_JNTP Job Notice Type Reference TableREF_JOBS Job Status Reference TableREF_JSTA Job Statements Reference TableREF_LDPR Labor Distribution Profile Reference TableREF_LEVF Leave Frequency Reference TableREF_LPOL Leave Policy Reference TableREF_LTYP License Type Reference TableREF_MAJR Formal Education Major Reference TableREF_MILB Military Branch Reference TableREF_MILR Military Rank Reference TableREF_MSTS Marital Status Reference TableREF_NMCR Name Change Reason Reference TableREF_OCCG Occupational Group Reference TableREF_PACT Personnel Action Reference TableREF_PART Personnel Action Reason Reference TableREF_PAYF Pay Event Frequency Reference TableREF_PEX2 Override Budget Level Reference TableREF_PEXP Expense Category Reference TableREF_PNST Pension System Reference TableREF_PREX Name Prefix Reference TableREF_PSBP Budget Preparation Reference TableREF_PSBS Position Budget Status Reference TableREF_PSTP Pass Type Reference TableREF_PSTS Position Status Reference TableREF_PYGP Payroll Group reference TableREF_PYNO Payroll Number Reference TableREF_RANK Agency Ranking Reference Table

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HR DATA WAREHOUSE


(NORMALIZED)

REF_RCMD Recommendation Reference TableREF_REFR Referral Source Reference TableREF_RELT Relationship Reference TableREF_RESD Residency Reference TableREF_RNKM Tenure Rank Reference TableREF_RPRF Performance Rating Profile Reference TableREF_RPYF Reserve Payout Factor Reference TableREF_RSLT Activity Result Reference TableREF_SCHL School Institution TableREF_SFTF Soft Fund Reference TableREF_SKLL Skill Level Reference TableREF_SKLS Skill Type Reference TableREF_SPRQ Special Requirement Reference TableREF_ST State Reference TableREF_STEP Step Reference TableREF_SUFX Name Suffix Reference TableREF_TAXC Tax Class Reference TableREF_TAXM Tax Marital Status Reference TableREF_TAXR Tax Reporting Reference TableREF_TAXT Tax Treaty Reference TableREF_TCAT Title Category Reference TableREF_TCLT Title Classification Reference TableREF_TENS Tenure Status Code Reference TableREF_TETP Test Type Reference TableREF_TICA Titles in Title Category Reference TableREF_TIMC Time Category Reference TableREF_TRKC Tracking Code Reference TableREF_TTLG Title Group Reference TableREF_TXEN Taxing Entity Reference TableREF_ULOC Union Local Reference TableREF_VETS Veteran Status Reference TableREF_WKCY Work Cycle Reference TableREF_WKTP Work Type Reference TableREF_TITL Title Reference TableREF_STTL Sub-Title Reference Table

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HR DATA WAREHOUSE

TABLE GROUPING

NON EFFECTIVE DATED TABLES

Table Name DescriptionREF_AUDF Applicant Tracking User Defined FieldsREF_PUDF Position User Defined FieldsREF_USDF Employee User Defined FieldsREF_PPRL* Pay Progression Rule TableREF_LPRL* Leave Progression Rule TableREF_TAXD Tax Reporting Description Reference CodeREF_WDAY Work Day Reference Table

*Internal tables used for calculations within HR are extremely difficult to use inoffline calculations to reproduce the payroll logic and calculations of the onlinesystem.

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HR DATA WAREHOUSE

TABLE GROUPINGNON EFFECTIVE DATED TABLES

Some tables in the Data Warehouse do not contain effective dates. Hence there isno dependent/prime table relationship that can vary over time and joins arerelatively straightforward.

Non-effective dated tables are maintained in the Data Warehouse to synchronizewith the SAM II HR/Payroll system as of the latest load date.

Non-Effective Dated Tables Grouping Characteristics:

No effective dates

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HR DATA WAREHOUSE

TABLE GROUPING

TIME / DATE CONCEPTS IN THE SAM IIHR/PAYROLL DATA WAREHOUSE

Types of Dated Records

Types of Time Scenarios

Type of Data

CHANGE DRIVEN

DEMOGRAPHICSEMPLOYEEPOSITION

EVENT DRIVEN

PAYROLLLEAVE

BENEFITSDEDUCTIONS

VERSUS

DATE RANGE POINT-IN-TIMEVERSUS

CHANGE DRIVEN

DATE OF CHANGE

EVENT DRIVEN

PAYROLL DATEEVENT DATE

VERSUS

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HR DATA WAREHOUSE

TABLE GROUPINGTIME / DATE CONCEPTS IN THE SAM II HR/PAYROLL DATAWAREHOUSE

Point-in-Time versus Date Range

When obtaining information in a report, one is either looking for information as ofa particular time or over a date range. Obtaining data as of a point in time willselect data as of a certain date and simply report its status. Obtaining informationover a range of dates will present the data generally arranged chronologically.

Change Driven versus Event Driven

Change driven data occurs when a change to any attribute of an employee orposition (which generates a new record) changes in a table. Event driven data isconsidered information that occurs as the result of an event. Examples would bepayroll, leave, and deduction & benefit events. In these examples records areadded to tables as a result of an event.

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HR DATA WAREHOUSE

TABLE GROUPINGCHANGE DRIVEN SUMMARY TABLES

TABLE_NAME TABLE_DESCRIPTIONSUM_DEMOGRAPHICS Demographics Summary TableSUM_EMPLOYEE Employment Statistics Summary TableSUM_POSITION Agency Position History Summary TableSUM_EMP_SALARY Employee SalarySUM_EMP_RATE Employee Rate of Pay

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HR DATA WAREHOUSE

TABLE GROUPINGCHANGE DRIVEN SUMMARY TABLES

Change driven data occurs when a change to any attribute of an employee orposition (which generates a new record) changes in a table.

Change Driven Summary Tables Grouping Characteristics:

De-Normalized

A new record loaded when any attribute of the key changes.

Data must be retrieved very carefully. The actual image of a slice orpoint in time is achieved by assembling the most recent record for eachemployee prior to the date of question.

Due to the change driven nature of the records in these tables, analysisis mainly by a single point in time. Analysis over a date range can bedone with acceptable difficulty on the Employee Action and EmployeeAction Reason fields (PACT_CD/PACT_EFF_DATE and PART_CD/PART_EFF_DATE). However analysis or retrieval of records over adate range for any other fields in these tables, while possible, isextremely difficult to code. Determine how to validate your results.

Data is accessed, by retrieving the most recent records for eachemployee or position.

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HR DATA WAREHOUSE

TABLE GROUPING

EVENT DRIVEN SUMMARY TABLES

Include:Table Name Table DescriptionSUM_BENEFITS Agency Benefits Summary TableSUM_DEDUCTIONS Agency Deduction Summary TableSUM_LEAVE Agency Leave Summary TableSUM_LV_ACCR_USE Agency Leave Usage and AccrualSUM_PAYROLL Payroll Summary Table

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HR DATA WAREHOUSE

TABLE GROUPING

EVENT DRIVEN SUMMARY TABLES

Event driven data is considered information that occurs as the result of an event.Examples would be payroll, leave, deduction, and benefit events. In theseexamples records are added to tables as a result of an event.

Event Driven Summary Tables Grouping Characteristics:

De-Normalized

Loaded when Payroll runs.

Uses straight-forward greater than/less than logic on dates to retrievedata.

Uses GTN #

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HR DATA WAREHOUSE

TABLE GROUPING

SNAPSHOT TABLES

Include:Table Name DescriptionSNAP_EMPLOYEE Snapshot of current Employee HistorySNAP_POSITION Snapshot of current Position History

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HR DATA WAREHOUSE

TABLE GROUPING

SNAPSHOT TABLES

A large percentage of inquires requested from the Data Warehouse are of currentinformation. To support these inquiries a set of snapshot tables and views werecreated to help facilitate inquiry and reporting needs.

Snapshot data will be wiped out and reloaded each night.

Given that an effective dated table can only have one set of results on a specificday, there will only be one record for each unique code updated nightly.

Snapshot tables are considered “de-normalized” because they contain “pre-joined” data from different tables.

Snap Shot Tables Grouping Characteristics:

All Snap Shot Tables contain the data current for today as of today.

Data changes daily.

Tables not Effective Dated.

De-Normalized

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HR DATA WAREHOUSE

TABLE GROUPING

LOG TABLES

Include:Table Name DescriptionBKG_REMARKS Remarks tableBKG_ESML Employee Assignment Background TableBKG_LVDT Leave Detail Background TableBKG_PCHD Pay Check Table

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HR DATA WAREHOUSE

TABLE GROUPINGLOG TABLES

These tables will support reports and inquiries about event data. For example, thedata produced by specific payroll runs or the actions recorded against anemployee. Subsequent effective dated table changes will never cause updates todata in these tables as it represents the exact state of the data at the time the eventwas recorded.

This process used to produce log tables will only select records that were updatedduring the previous day. Any records processed after midnight will not be loadedto the warehouse until the next days warehouse load cycle.

Log Tables Grouping Characteristics:

Normalized

The data in these tables may be a day delayed in being populated inproduction. The reason for this delay is to ensure the data is alwaysloaded completely and accurately from Midnight to Midnight nomatter what time of the day the warehouse load cycle may run.

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HR DATA WAREHOUSE

TABLE GROUPINGLEGACY TABLES

TABLE_NAME TABLE_DESCRIPTIONREF_DEPARTMENT MESH DepartmentREF_DEPT_CLASS MESH Department ClassREF_SECTION MESH SectionREF_DIVISION MESH Division

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HR DATA WAREHOUSE

TABLE GROUPING

LEGACY TABLES

Tables populated with data strictly related to Legacy data from PARS and PMS.

Legacy Tables Grouping Characteristics:

Department codes from PARS system

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HR DATA WAREHOUSE

TABLE GROUPING

TABLES CONTAINING LEGACY CODES

Table Name DescriptionBKG_EMID Employee By ID TableREF_STEP Step TableREF_JOBS Job StatusREF_EMPS Employment StatusREF_TITL Title TableREF_PART Personal Action ReasonREF_GRDE Grade TableSUM_EMPLOYEE Employee Summary TableSUM_POSITION Position Summary Table

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HR DATA WAREHOUSE

TABLE GROUPING

TABLES CONTAINING LEGACY CODES

As a part of the MESH load process, the program crosswalks MESH codes foundon the detail record to the appropriate SAM II code. In addition, it performs alook up to the warehouse reference table to see if the code already exists and ifnot a new row is inserted into the reference table. These are identified asreference table entries originating from MESH or PMS.

Tables Containing Legacy Codes Grouping Characteristics:

SAM II Tables with MESH codes added as fields and found in theData Warehouse.

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HR DATA WAREHOUSE

TABLE GROUPING

SPECIAL VIEWS

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HR DATA WAREHOUSE

TABLE GROUPING

SPECIAL VIEWS

Special views have been created to simplify access to commonly used data.These views include:

Current Day View Agency View

Current Day Views of effective dated Reference tables are accessible via viewsdesigned to simplify current date analysis. The effective dated tables themselvesprovide the current state of the information for all effective time periods in theSAM II HR/Payroll system. These tables are loaded this way to retain theeffective date features for expert users. However, the novice user may find joinsbetween effective dated tables too complex for their skill level, therefore, currentdate views (of Reference Tables only) are available to allow users to join to thetable row in effect ‘today’ using the code only.

Selecting from each table the rows with the highest effective date less than orequal to the current date will create a current date view of effective dated tables.

Current Day Views do not require effective dated logic.

The Current Day View’s naming convention will add the extension of“CURR” to the table’s name. (e.g., REF_ST_CURR)

Agency Views are special views of base tables that pre-select only the records fora specific agency based upon the home and position agency fields.

Agency Views require effective dated logic.

The Agency View’s naming convention will add agency’s number asthe extension to the table’s name. (e.g., BKG_ADDR_300)

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HR DATA WAREHOUSE

TABLE GROUPINGTABLE GROUPING QUICK REFERENCE

Extract Tables Current and synchronized with HR as of the last load date. De-Normalized

Chart of Accounts Tables Keyed By Fiscal Year Joins to other tables should include Fiscal Year.

Tables containing COA Codes Table may not be keyed by Fiscal Year. A record will exist for each Fiscal Year the record applies to.

Effective Dated Normalized Tables Normalized Must be joined using Effective Date logic.

Non-Effective Dated Tables No effective dates (can use direct joins)

Change Driven Summary Tables De-Normalized A new record loaded when any attribute of the key changes. Data must be retrieved very carefully. Analysis is mainly by a single point in time. Data is accessed by retrieving the most recent records

Event Driven Summary Tables De-Normalized Loaded when Payroll runs. Uses straightforward greater than/less than logic on dates to retrieve data.

Snapshot Tables All SnapShot Tables contain the data current for today as of today. Data changes daily Tables not Effective Dated De-Normalized

Log Tables Normalized May have incremental counter for key. Tables may be a day delayed.

Legacy Tables Department codes from PARS system

Tables containing Legacy codes Uses Legacy codes

Special Views Data is available via views designed to simplify analysis.

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145


HR DATA WAREHOUSE

Secured by Agencythrough RACF

Payroll

Leave

Deductions(includes

garnishmentinformation)

Employee

Benefits Position

StatewideSecured through

RACF

EmployeeHistory

Remarks

StatewideSecured through

RACF

Access to employee history remarks ishighly restricted. All access requestedwill be reviewed before access is granted.

Data Warehouse

EmployeeHistory

PositionHistory

StatewideSummaries

This access provideshigh level access toinformation. Noemployee specific data.

146


HR DATA WAREHOUSE

HR DATA MODEL SECURITY

There are a number of security related requirements for the HR/Payroll DataWarehouse. There are three layers of security to be considered when definingthese requirements:

Statewide Detail

Agency Detail

Statewide Summaries

Security will be maintained by OA. All levels of access to the warehouse arecontrolled by the agencies and can be restricted to individual areas of analysis.

RACF/SDC mainframe security groups determine security for the DataWarehouse. Users are associated with one or more security groups based on theirRACF user id.

Agencies will choose which users are assigned to the designated security groups.

RACF security groups will limit both back-end and front-end users.

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HR DATA WAREHOUSE

HR DATA MODEL REVIEW

TABLE TYPES

EXTRACT TABLES (EXT) BACKGROUND TABLES (BKG) REFERENCE TABLES (REF) SUMMARY TABLES (SUM) SNAPSHOT TABLES (SNAP)

SUBJECT AREAS

POSITION CONTROL APPLICANT TRACKING EMPLOYEE DEDUCTIONS BENEFITS LEAVE PAYROLL DEMOGRAPHICS EEO REPORTING MISCELLANEOUS ALL

TABLE GROUPINGS

EXTRACT TABLES CHART OF ACCOUNTS TABLES TABLES CONTAINING COA CODES EFFECTIVE DATED NORMALIZED TABLES NON-EFFECTIVE DATED TABLES CHANGE DRIVEN SUMMARY TABLES EVENT DRIVEN SUMMARY TABLES SNAPSHOT TABLES LOG TABLES LEGACY TABLES TABLES CONTAINING LEGACY CODES SPECIAL VIEWS

topic 3: sam ii hr/payroll data warehouse ......61 sam ii hr/payroll 61 hr data warehouse table...

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