Oracle® Transactional Business Intelligence Enterprise for Human Capital
Management Cloud Service 11.1.1.8.1
Human Resources – Payroll Subject Area
July 2014
Contents
Human Resources – Payroll Subject Area ..................................................................................................... 3
Description ................................................................................................................................................ 3
This subject area can be used to answer business questions such as: ..................................................... 3
The following job roles are used to secure access to this subject area: ................................................... 3
The following BI duty roles are used to secure access to this subject area: ............................................ 3
BI Product Offering ................................................................................................................................... 3
BI Product Release .................................................................................................................................... 3
Dimensions................................................................................................................................................ 4
Facts .......................................................................................................................................................... 7
July 2014
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Human Resources – Payroll Subject Area
Description
Payroll provides complete information on various earnings, deductions, taxes, and special balances for the
employees from pay run results. The payroll balances store granular pay run result balances as well as configurable
aggregated summary measures. This enables you to better analyze aggregated payroll, compensation or benefits
costs e.g. total overtime, total net pay, total employer-paid healthcare cost, total employer taxes etc. as well as drill
to detailed payroll element balances.
This subject area can be used to answer business questions such as:
•
•
•
•
•
•
What are the total amounts for key payroll metrics like gross pay, taxes, overtime, deductions, and
net pay?
How are payroll earnings distributed by balance category (regular, holiday, overtime, commissions,
bonus, etc).?
What are the major employer and employee deductions?
How do earnings and deductions compare year-over-year for the same months?
How are payroll costs trending? How do they compare to last year?
Where do we have high overtime spend? What locations, jobs, or departments have the highest
overtime spending?
The following job roles are used to secure access to this subject area:
•
•
Payroll Manager
Human Resources VP
The following BI duty roles are used to secure access to this subject area:
•
Payroll Analysis Fusion BI Duty
BI Product Offering
Oracle® Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service
BI Product Release
Release 8
July 2014
Oracle Transactional Business Intelligence Enterprise
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Dimensions
Dimension Folder
Name
Time
Hierarchies
Sub-folder
Name
Description
Gregorian
Calendar
A folder containing time
dimensional attributes, e.g.
Year, Quarter, Month, Day
and a Time hierarchy.
Enterprise
Calendar
A folder that organizes the
major hierarchies available
for inclusion in analyses.
The hierarchy of supervisors
within the organization. Use
this hierarchy for
management chain
reporting and analysis.
Level16 is considered the
top level of the hierarchy.
Supervisor
Hierarchy
July 2014
Position
Hierarchy
The hierarchy of positions
within the organization.
Level16 is considered the
top level of the hierarchy.
Department
Hierarchy
The hierarchy of
departments within the
organization. Use this
hierarchy for organization
structure reporting and
analysis. Level 14 is
considered the top level of
Special
Considerations
When including
the supervisor
hierarchy in
reports, the data
will be secured to
display only data
within the current
user’s supervisory
chain. The user will
be able to see
aggregated data
for all managers
and employees
that report to
them. When using
the hierarchy
attribute columns
(labeled
Supervisor
Hierarchy Level #),
you must filter the
analysis by
Hierarchy Name
and Hierarchy
Version to ensure
accurate results.
When using the
hierarchy attribute
columns (labeled
Department
Hierarchy Level #),
you must filter the
analysis by
Hierarchy Name
and Hierarchy
Version to ensure
accurate results.
When using the
hierarchy attribute
columns (labeled
Department
Hierarchy Level #),
you must filter the
analysis by
Fusion Navigation
Navigator -> Workforce
Management -> Workforce
Structures -> Tasks ->
Positions -> Manage Position
Trees
Navigator -> Workforce
Management -> Workforce
Structures -> Tasks ->
Department -> Manage
Department Trees
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the hierarchy.
Bands
Age Band
Performance
Band
Length of
Service Band
Worker
Dimensions
Basic
Information
July 2014
Contains folders that
segment key dimensions
into bands for simplified
analysis.
A folder containing
information about a
worker's age band.
A folder containing the
normalized performance
band attributes including
performance bands and
band ranges.
A folder containing Length of
Service Band dimension
attributes including bands
and band range.
A folder containing
attributes about workers'
personal information,
assignment, diversity,
citizenship, location,
position, job and pay grade
A folder containing workers'
basic information including
identification number,
names, and assignment
types.
Personal
Information
A folder containing workers'
personal information such as
marital status, birth date
and birth country.
Employment
Information
A folder containing workers'
employment information
including hire, service dates,
contract start/end dates,
and performance rating
Diversity
A folder containing worker's
diversity information
including ethnicity, gender,
religion and disability
Citizenship
A folder containing workers'
citizenship information.
Education
A folder containing
information on workers'
highest education level.
Hierarchy Name
and Hierarchy
Version to ensure
accurate results.
Not applicable (derived
information)
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Career -> Manager Talent
Profile
Not applicable (derived
information)
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Personal and Employment ->
Manage Person; Manage
Employment; Manage Work
Relationship
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Personal and Employment ->
Manage Person
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Personal and Employment ->
Manage Employment;
Manage Work Relationship
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Personal and Employment ->
Manage Person
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Personal and Employment ->
Manage Person
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
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Employment
A folder containing
information on workers’
employment attributes.
Job
A folder containing job
dimension attributes
including job, job family, job
function, and EEO job
category for US regulatory
reporting
A folder containing pay
grade attributes including
pay grade range in both local
and reporting currency.
Pay Grade
Position
Department
A folder containing
Supervisor attributes.
Location
A folder containing work
location address attributes.
HR Business
Unit
A folder containing HR
Business Unit dimension
attributes.
A folder containing all
payroll-related dimensional
attributes including pay run,
balance attributes, and
earning period.
Payroll
Statutory Unit
Payroll Details
July 2014
Navigator -> Workforce
Management -> Workforce
Structures -> Tasks -> Grades
-> Manage Grades
A folder containing
information about HR
position attributes including
position hiring status, fulltime status, hourly or salary,
and security clearance.
A folder containing
attributes for the
department to which the
employee is assigned.
Supervisor
Payroll
Dimensions
Personal and Employment ->
Manage Person
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Personal and Employment ->
Manage Employment;
Manage Work Relationship
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Personal and Employment ->
Manage Employment
A folder containing Payroll
Statutory Unit attributes.
A folder containing
information about a payroll
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Personal and Employment ->
Manage Employment
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Personal and Employment ->
Manage Employment
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Personal and Employment ->
Manage Employment
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Personal and Employment ->
Manage Employment
Navigator -> Workforce
Management -> Person
Management -> Tasks ->
Personal and Employment ->
Manage Employment
Balance
mappings can
normalize multiple
balance names
from the source
payroll system into
a single balance
name in OTBI-E.
Use the Payroll
Name to view or
Navigator -> Payroll ->
Administration
Navigator -> Payroll ->
Administration
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Payroll
Balance
Attributes
Payroll
Balance
Mapping
Payroll Run
Type
Payroll
Earning
Period
Payroll
Statutory
Period
such as payroll name,
legislation data group and
source legislation.
A folder containing payroll
balance attributes including
balance name, balance
category, deduction type,
and remuneration flag.
A folder containing payroll
balance mapping
information such as balance
multiplier, summary
measures.
A folder containing
information about a pay run.
A folder containing
information about earning
periods including payroll
name, earning periods, and
earning begin and end date.
filter analyses to a
specific payroll
definition.
Navigator -> Payroll ->
Administration -> Manage
Balance Definitions
Navigator -> Payroll ->
Administration -> Manage
Balance Definitions
Use the Earning
Period Start and
End dates to
display or limit
results to specific
payroll runs.
A folder containing
information about payroll
statutory period including
payroll name, statutory
periods and statutory period
begin and end dates.
A folder containing Currency
attributes including
transactional currency code
and BI common currency
code used for currency
conversion.
Currency
Navigator -> Payroll ->
Administration
Navigator -> Payroll ->
Administration
Navigator -> Payroll ->
Administration
Facts
Fact Folder
Name
Facts - Human
Resources Payroll
Description
A folder containing all payroll metrics including
payroll details and earning and deduction balances
for YTD, QTD, and MTD.
Sub-folder
Name
Payroll Balance
Detail Facts
July 2014
Special Considerations
Description
Special Considerations
A folder containing base payroll balance details in
both local and reporting currency.
Use this folder to report on payroll balance
information at a detailed level, or by filtering
the data. Where calculations will use specific
payroll balances (e.g., Overtime Hours,
Vacation Pay) use the facts contained in the
Payroll Earning Balance Facts and Payroll
Deduction Balance Facts folders to simplify
report definition.
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Metric/Measure
Balance Level
Description/Meaning
Payroll Balance Level relates to the 3-tier
employment model – whether the balance is for
the assignment, employment terms, or payroll
relationship.
Total amount required to pay workers during a
week, month or other period.
Amount of a Payroll Balance in Local Currency.
Balance Amount
Balance Amount
(Local Currency)
Sub-folder
Name
Payroll Earning
Balance Facts
Description
Special Considerations
A folder containing payroll earning balances from a
payroll run including both local and reporting
currency.
Metric/Measure
Regular Pay
Regular Pay (Local
Currency)
Regular Hours
Overtime Pay
Overtime Pay (Local
Currency)
Overtime Hours
Holiday Pay
Holiday Pay (Local
Currency)
Holiday Hours
Commission Pay
Commission Pay (Local
Currency)
Bonus Pay
Bonus Pay (Local
Currency)
Other Pay
Other Pay (Local
Currency)
Variable Pay
Variable Pay (Local
Currency)
Gross Pay
July 2014
Calculation – where applicable
Description/Meaning
Regular rate of pay paid to an employee during a
pay period.
Regular rate of pay paid to an employee in Local
Currency.
Number of hours paid to an employee for work
identified as part of their normal work schedule.
Amount of overtime paid to each employee in a
pay period.
Amount of Overtime paid to an employee in
Local Currency.
Number of hours that an employee works
beyond scheduled normal working hours.
Amount paid for public holiday and vacation
taken.
Amount paid for public holiday and vacation
taken in Local Currency.
Number of public holiday and vacation hours
paid in a payroll period.
Sum of payroll balances mapped to the
summary measure "Commission Pay".
Total Commission Pay in Local Currency.
Calculation – where applicable
Sum of all payroll balances mapped to the
summary measure "Bonus Pay".
Total Bonus Pay in Local Currency.
Other income not covered by other balance
measures. It is configurable which balances are
mapped to "Other Pay".
Other Pay in Local Currency.
Variable portion of an employee's compensation
that is tied to his/her job performance, e.g.
bonus, sales commissions.
Variable portion of an employee's compensation
in Local Currency.
Amount of an employee's regular remuneration
including allowances, overtime pay,
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commissions, and bonuses, etc., before any
deductions are made.
Gross Pay in Local Currency.
Gross Pay (Local
Currency)
Net Pay
Net Pay (Local
Currency)
Taxable Benefits
Taxable Benefits (Local
Currency)
Total Earnings
Total Earnings (Local
Currency)
Base Pay
Base Pay (Local
Currency)
Average Base Pay
Average Base Pay
(Local Currency)
Average Variable Pay
Average Variable Pay
(Local Currency)
Average Bonus Pay
Average Bonus Pay
(Local Currency)
Average Gross Pay
Average Gross Pay
(Local Currency)
Overtime Percentage
Vacation Hours
Vacation Pay
Sick Hours
Sick Pay
Sub-folder
Name
Payroll
Deduction
Balance Facts
Employee Total Earnings.
Employee Total Earnings in Local Currency.
Base Pay includes all elements that are part of
the employee's base compensation but not part
of bonus or variable pay.
Base Pay in Local Currency.
Base Pay includes all elements that are part of
the employee's base compensation but not part
of bonus or variable pay.
Base Pay in Local Currency.
Average variable pay per worker included in the
payroll run.
Average variable pay per worker included in the
payroll run in local currency.
Average bonus pay per worker included in the
payroll run.
Average bonus pay per worker included in the
payroll run in local currency.
Average gross pay per worker included in the
payroll run.
Average gross pay per worker included in the
payroll run in local currency.
Percentage of total hours paid that are
overtime.
Vacation Hours.
Vacation Pay.
Sick Hours.
Sick Pay.
Description
Total Variable Pay/ Payroll Headcount
Total Variable Pay/ Payroll Headcount
(in Local Currency)
Total Bonus Pay/ Payroll Headcount
Total Bonus Pay/ Payroll Headcount (in
Local Currency)
Total Gross Pay/ Payroll Headcount
Total Gross Pay/ Payroll Headcount (in
Local Currency)
Overtime hours / total hours
Special Considerations
A folder containing payroll deduction balances from
a payroll run including both local and reporting
currency.
Metric/Measure
Voluntary Deductions
July 2014
Employee's pay after deductions and
withholding.
Employee's pay after deductions and
withholding in Local Currency.
Employer-provided cash or non-cash benefits
that enter into the determination of an
employee's taxable wages.
Taxable Benefits in Local Currency.
Description/Meaning
Deductions that an employee voluntarily
chooses to have withheld from his/her payroll.
Calculation – where applicable
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Voluntary Deductions
(Local Currency)
Involuntary
Deductions
Involuntary
Deductions (Local
Currency)
Pre-Tax Deductions
Pre-Tax Deductions
(Local Currency)
Post-Tax Deductions
Post-Tax Deductions
(Local Currency)
Pension Employee
Contributions
Pension Employee
Contributions (Local
Currency)
Pension Employer
Contributions
Pension Employer
Contributions (Local
Currency)
Healthcare Employer
Contributions
Healthcare Employer
Contributions (Local
Currency)
Benefits Total
Employee Cost
Benefits Total
Employee Cost (Local
Currency)
Benefits Total
Employer Cost
Benefits Total
Employer Cost (Local
Currency)
Social Insurance Cost
Employee
Social Insurance Cost
Employee (Local
Currency)
July 2014
Voluntary deductions can be either before tax or
after tax.
Deductions that an employee voluntarily
chooses to have withheld from his/her payroll in
Local Currency. Voluntary deductions can be
either before tax or after tax.
Involuntary deductions are those which neither
the employer nor the employee has control.
The employer is required by law to deduct a
certain amount of the employee's pay and send
(remit) it to a person or government agency to
satisfy the employee's debt.
Total Involuntary Deductions in Local Currency.
Deductions to an employee's gross wages that
reduce taxable wages for an employee.
Deductions to an employee's gross wages in
Local Currency that reduce taxable wages for an
employee.
Payments that are deducted from an employee's
after-tax income for certain employer-sponsored
benefits.
Payments that are deducted from an employee's
after-tax income for certain employer-sponsored
benefits in Local Currency.
Employee Contributions to Social Security or
Retirement Pension Funds.
Employee Contributions to Social Security or
Retirement Pension Funds in Local Currency.
Employer Contributions to Social Security or
Pension Funds.
Employer Contributions to Social Security or
Pension Funds in Local Currency.
Total employer cost relating to healthcare
contributions. It is configurable which payroll
balances are included in "Healthcare Employer
Contributions".
Total Employer Cost Relating to Healthcare
Contributions in Local Currency.
Total cost of indirect and non-cash
compensation paid to an employee.
Total cost of indirect and non-cash
compensation paid to an employee in Local
Currency.
Total Employer cost of providing Benefits.
Total Employer cost of providing Benefits in
Local Currency.
Social Insurance Taxes Paid by Employee; In US,
this is Social Security Tax.
Social Insurance Taxes Paid by Employee in Local
Currency; this is Social Security Tax.
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Social Insurance Cost
Employer
Social Insurance Cost
Employer (Local
Currency)
Total Taxes Employee
Total Taxes Employee
(Local Currency)
Total Taxes Employer
Total Taxes Employer
(Local Currency)
Total Deductions
Total Deductions
(Local Currency)
Sub-folder
Name
Other Payroll
Facts
Total Taxes Paid by Employer.
Total Taxes Paid by Employer in Local Currency.
Total amounts withheld from an employee's
paycheck including taxes and pre- or after-tax
deductions.
Total deductions in Local Currency.
Special Considerations
A folder containing payroll metrics that are not
related to earnings and deductions, e.g. payroll
headcount.
The metrics in this folder will aggregate based
on the attributes included in the analysis (e.g.,
time, payroll name).
Description/Meaning
Number of employees paid.
Number of employee paid Year Ago.
Calculation – where applicable
Number of employee paid Year To Date.
Number of employee paid Quarter To Date.
Number of employee paid Month To Date.
Description
Special Considerations
A folder containing payroll earning year-to-date
balances.
Metric/Measure
Base Pay YTD
Regular Pay YTD
Regular Hours YTD
Overtime Pay YTD
Overtime Hours YTD
Holiday Pay YTD
Holiday Hours YTD
Commission Pay YTD
Bonus Pay YTD
Other Pay YTD
Variable Pay YTD
July 2014
Total Taxes Paid by Employee.
Total Taxes Paid by Employee in Local Currency.
Description
Metric/Measure
# of Employees Paid
# of Employees Paid
YAGO
# of Employees Paid
YTD
# of Employees Paid
QTD
# of Employees Paid
MTD
Sub-folder
Name
Payroll Earning
Balance YTD
Facts
Social Insurance Taxes Paid by Employer; this is
Social Security Tax.
Social Insurance Taxes Paid by Employer in Local
Currency; this is Social Security Tax.
Description/Meaning
Base Pay YTD: Base Pay Year to Date.
Regular Pay Year to Date.
Regular Hours Year to Date.
Overtime Pay Year to Date.
Overtime Hours Year to Date.
Holiday Pay Year to Date.
Holiday Hours Year to Date.
Commission Pay Year to Date.
Bonus Pay Year to Date.
Other Pay Year to Date.
Variable Pay Year to Date.
Calculation – where applicable
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Gross Pay YTD
Net Pay YTD
Total Earnings YTD
Vacation Hours YTD
Vacation Pay YTD
Sick Hours YTD
Sick Pay YTD
Vested Stock Value
YTD
Sub-folder
Name
Payroll Earning
Balance QTD
Facts
Description
Description/Meaning
Base Pay Quarter to Date.
Regular Pay Quarter to Date.
Regular Hours Quarter to Date.
Overtime Pay Quarter to Date.
Overtime Hours Quarter to Date.
Holiday Pay Quarter to Date.
Holiday Hours Quarter to Date.
Commission Pay Quarter to Date.
Bonus Pay Quarter to Date.
Other Pay Quarter to Date.
Variable Pay Quarter to Date.
Gross Pay Quarter to Date.
Net Pay Quarter to Date.
Total Earnings Quarter to Date.
Vacation Hours Quarter to Date.
Vacation Pay Quarter to Date.
Sick Hours Quarter to Date.
Sick Pay Quarter to Date.
Vested Stock Value Quarter to Date.
Description
Calculation – where applicable
Special Considerations
A folder containing payroll earning month-to-date
balance metrics.
Metric/Measure
Base Pay MTD
Regular Pay MTD
Regular Hours MTD
Overtime Pay MTD
July 2014
Special Considerations
A folder containing payroll earning quarter-to-date
balance metrics.
Metric/Measure
Base Pay QTD
Regular Pay QTD
Regular Hours QTD
Overtime Pay QTD
Overtime Hours QTD
Holiday Pay QTD
Holiday Hours QTD
Commission Pay QTD
Bonus Pay QTD
Other Pay QTD
Variable Pay QTD
Gross Pay QTD
Net Pay QTD
Total Earnings QTD
Vacation Hours QTD
Vacation Pay QTD
Sick Hours QTD
Sick Pay QTD
Vested Stock Value
QTD
Sub-folder
Name
Payroll Earning
Balance MTD
Facts
Gross Pay Year to Date.
Net Pay Year to Date.
Total Earnings Year to Date.
Vacation Hours Year to Date.
Vacation Pay Year to Date.
Sick Hours Year to Date.
Sick Pay Year to Date.
Vested Stock Value Year to Date.
Description/Meaning
Base Pay MTD: Base Pay Month to Date.
Regular Pay Month to Date.
Regular Hours Month to Date.
Overtime Pay Month to Date.
Calculation – where applicable
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Overtime Hours MTD
Holiday Pay MTD
Holiday Hours MTD
Commission Pay MTD
Bonus Pay MTD
Other Pay MTD
Variable Pay MTD
Gross Pay MTD
Net Pay MTD
Total Earnings MTD
Vacation Hours MTD
Vacation Pay MTD
Sick Hours MTD
Sick Pay MTD
Vested Stock Value
MTD
Sub-folder
Name
Payroll Earning
Balance YAGO
Facts
Overtime Hours Month to Date.
Holiday Pay Month to Date.
Holiday Hours Month to Date.
Commission Pay Month to Date.
Bonus Pay Month to Date.
Other Pay Month to Date.
Variable Pay Month to Date.
Gross Pay Month to Date.
Net Pay Month to Date.
Total Earnings Month to Date.
Vacation Hours Month to Date.
Vacation Pay Month to Date.
Sick Hours Month to Date.
Sick Pay Month to Date.
Vested Stock Value Month to Date.
Description
A folder containing payroll earning year-ago balance
metrics.
Metric/Measure
Base Pay YAGO
Regular Pay YAGO
Regular Hours YAGO
Overtime Pay YAGO
Overtime Hours YAGO
Holiday Pay YAGO
Holiday Hours YAGO
Commission Pay YAGO
Bonus Pay YAGO
Other Pay YAGO
Variable Pay YAGO
Gross Pay YAGO
Net Pay YAGO
Total Earnings YAGO
Vacation Hours YAGO
Vacation Pay YAGO
Sick Hours YAGO
Sick Pay YAGO
Vested Stock Value
YAGO
Sub-folder
Name
Payroll
Deduction
Balance YTD
July 2014
Special Considerations
Description/Meaning
Base Pay YAGO: Base Pay Year Ago.
Regular Pay Year Ago.
Regular Hours Year Ago.
Overtime Pay Year Ago.
Overtime Hours Year Ago.
Holiday Pay Year Ago.
Holiday Hours Year Ago.
Commission Pay Year Ago.
Bonus Pay Year Ago.
Other Pay Year Ago.
Variable Pay Year Ago.
Gross Pay Year Ago.
Net Pay Year Ago.
Total Earnings Year Ago.
Vacation Hours Year Ago.
Vacation Pay Year Ago.
Sick Hours Year Ago.
Sick Pay Year Ago.
Vested Stock Value Year Ago.
Description
Calculation – where applicable
Special Considerations
A folder containing payroll deduction year-to-date
balance metrics.
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Facts
Metric/Measure
Voluntary Deductions
YTD
Involuntary
Deductions YTD
Pre-Tax Deductions
YTD
Post-Tax Deductions
YTD
Pension Employee
Contributions YTD
Pension Employer
Contributions YTD
Healthcare Employer
Contributions YTD
Benefits Total
Employee Cost YTD
Benefits Total
Employer Cost YTD
Social Insurance Cost
Employee YTD
Social Insurance Cost
Employer YTD
Total Taxes Employee
YTD
Total Taxes Employer
YTD
Total Deductions YTD
Sub-folder
Name
Payroll
Deduction
Balance QTD
Facts
Calculation – where applicable
Involuntary Deductions Year To Date.
Pre-Tax Deductions Year To Date.
Post-Tax Deductions Year To Date.
Pension Employee Contributions Year To Date.
Pension Employer Contributions Year To Date.
Healthcare Employer Contributions Year To
Date.
Benefits Total Employee Cost Year To Date.
Benefits Total Employer Cost Year To Date.
Social Insurance Cost Employee Year To Date.
Social Insurance Cost Employer Year To Date.
Total Taxes Employee Year To Date.
Total Taxes Employer Year To Date.
Total Deductions Year To Date.
Description
Special Considerations
A folder containing payroll deduction quarter-todate balance metrics.
Metric/Measure
Voluntary Deductions
QTD
Involuntary
Deductions QTD
Pre-Tax Deductions
QTD
Post-Tax Deductions
QTD
Pension Employee
Contributions QTD
Pension Employer
Contributions QTD
Healthcare Employer
Contributions QTD
July 2014
Description/Meaning
Voluntary Deductions Year To Date.
Description/Meaning
Voluntary Deductions Quarter to Date.
Calculation – where applicable
Involuntary Deductions Quarter to Date.
Pre-Tax Deductions Quarter to Date.
Post-Tax Deductions Quarter to Date.
Pension Employee Contributions Quarter to
Date.
Pension Employer Contributions Quarter to
Date.
Healthcare Employer Contributions Quarter to
Date.
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Benefits Total
Employee Cost QTD
Benefits Total
Employer Cost QTD
Social Insurance Cost
Employee QTD
Social Insurance Cost
Employer QTD
Total Taxes Employee
QTD
Total Taxes Employer
QTD
Total Deductions QTD
Sub-folder
Name
Payroll
Deduction
Balance MTD
Facts
July 2014
Benefits Total Employer Cost Quarter to Date.
Social Insurance Cost Employee Quarter to Date.
Social Insurance Cost Employer Quarter to Date.
Total Taxes Employee Quarter to Date.
Total Taxes Employer Quarter to Date.
Total Deductions Quarter to Date.
Description
Special Considerations
A folder containing payroll deduction month-todate balance metrics.
Metric/Measure
Voluntary Deductions
MTD
Involuntary
Deductions MTD
Pre-Tax Deductions
MTD
Post-Tax Deductions
MTD
Pension Employee
Contributions MTD
Pension Employer
Contributions MTD
Healthcare Employer
Contributions MTD
Benefits Total
Employee Cost MTD
Benefits Total
Employer Cost MTD
Social Insurance Cost
Employee MTD
Social Insurance Cost
Employer MTD
Total Taxes Employee
MTD
Total Taxes Employer
MTD
Total Deductions MTD
Sub-folder
Name
Payroll
Benefits Total Employee Cost Quarter to Date.
Description/Meaning
Voluntary Deductions Month To Date.
Calculation – where applicable
Involuntary Deductions Month To Date.
Pre-Tax Deductions Month To Date.
Post-Tax Deductions Month To Date.
Pension Employee Contributions Month To Date.
Pension Employer Contributions Month To Date.
Healthcare Employer Contributions Month To
Date.
Benefits Total Employee Cost Month To Date.
Benefits Total Employer Cost Month To Date.
Social Insurance Cost Employee Month To Date.
Social Insurance Cost Employer Month To Date.
Total Taxes Employee Month To Date.
Total Taxes Employer Month To Date.
Total Deductions Month To Date.
Description
Special Considerations
A folder containing payroll deduction year ago
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Deduction
Balance YAGO
Facts
balance metrics.
Metric/Measure
Voluntary Deductions
YAGO
Involuntary
Deductions YAGO
Pre-Tax Deductions
YAGO
Post-Tax Deductions
YAGO
Pension Employee
Contributions YAGO
Pension Employer
Contributions YAGO
Healthcare Employer
Contributions YAGO
Benefits Total
Employee Cost YAGO
Benefits Total
Employer Cost YAGO
Social Insurance Cost
Employee YAGO
Social Insurance Cost
Employer YAGO
Total Taxes Employee
YAGO
Total Taxes Employer
YAGO
Total Deductions
YAGO
Fact Folder
Name
Facts - Human
Resources Accrual
Description/Meaning
Voluntary Deductions Year Ago.
Involuntary Deductions Year Ago.
Pre-Tax Deductions Year Ago.
Post-Tax Deductions Year Ago.
Pension Employee Contributions Year Ago.
Pension Employer Contributions Year Ago.
Healthcare Employer Contributions Year Ago.
Benefits Total Employee Cost Year Ago.
Benefits Total Employer Cost Year Ago.
Social Insurance Cost Employee Year Ago.
Social Insurance Cost Employer Year Ago.
Total Taxes Employee Year Ago.
Total Taxes Employer Year Ago.
Total Deductions Year Ago.
Description
Sub-folder
Name
Accrual Balance
Facts
Special Considerations
Description
Special Considerations
A folder containing payroll accrual balance and
liability metrics.
Metric/Measure
Accrual Balance
(Hours)
Accrual Balance (Days)
July 2014
Calculation – where applicable
Description/Meaning
Total leave accrual balance in hours including
Carryover, Accrued, Absences Taken and
Adjustment time.This includes the leave balance
that has been accrued to a worker but not
available for he/she to use.
Total leave accrual balance in days including
Calculation – where applicable
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Carryover, Accrued, Absences Taken and
Adjustment time. This includes the leave balance
that has been accrued to a worker but not
available for he/she to use.
Monetary amount for the leave accrual balance
due to a worker.
Monetary amount in local currency for the leave
accrual balance due to an employee.
Accrual Liability
Amount
Accrual Liability
Amount (Local
Currency)
Fact Folder
Name
Facts - Human
Resources Compensation
Sub-folder
Name
Workforce
Salary Facts
Description
Description
Special Considerations
A folder containing salary metrics including
annualized base salary, FTE annual salary, and
aggregated salary data (average, min, and max).
Metric/Measure
Compa-ratio
Pay Grade Mid Yearly
Amount
Average Annual Base
Salary
Total Annual Base
Salary
Employee Hourly Rate
Time Since Last Salary
Increase (Days)
Max Annual Base
Salary Range
Min Annual Base
Salary Range
July 2014
Special Considerations
Description/Meaning
Employee compa-ratio based on pay grade midrange amount and worker annual base salary.
Pay grade mid-range amount (annualized).
Calculation – where applicable
Pay Grade Mid Yearly Amount / Total
Annual Base Salary Year * 100
Average base salary of employees at time of
inquiry. The Average Annual Base Salary metric
provides information used in Employee Reward
Planning initiatives by the Human Resource
department. Use this metrics when looking at
average compensation across employees.
Total of all base salaries for all employees in
specific time period. Use this metric when
looking at total compensation.
Hourly rate for an employee. This metric
provides a snapshot of an employee's pay rate
that will be used in employee information
listings. Also, you can analyze hourly rates by
jobs, job families, positions, and pay grades to
analyze your pay rate structure.
Time since last salary increase (does not reflect
decreases), in days, relative to the selected time
period end date.
Maximum annual base salary for employees.
This is a snapshot value of the maximum annual
base salary, as of a particular date. This metric
can be compared against the midpoint and
minimum values to obtain a relative comparison
for a group of employees. Base compensation is
used in employee listings.
Minimum annual base salary for employees. This
is a snapshot value of the minimum annual base
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Mid Annual Base
Salary Range
Full-time Annualized
Salary
Full-time Annualized
Salary (NonAggregated)
Fact Folder
Name
Facts - Human
Resources Workforce
Deployment
Employee’s annualized full-time salary. Use this
metric when analyzing individual employee
compensation.
Description
Total Annual Base Salary / FTE
(Employee)
Total Annual Base Salary / FTE
(Employee)
Special Considerations
A master folder containing core workforce metrics
including headcount, turnover and assignment
change events, managerial span of control and
length of services.
Sub-folder
Name
Workforce
Deployment
Facts
Description
Special Considerations
A folder containing employee and contingent
worker headcount metrics.
Metric/Measure
Headcount
Active Headcount
Employee Headcount
July 2014
salary, as of a particular date. This metric can be
compared against the midpoint and maximum
values to obtain a relative comparison for a
group of employees. Base compensation is used
in employee listings.
Midpoint annual base salary for employees. This
is a snapshot value of the midpoint annual base
salary, as of a particular date. This metric can be
compared against the maximum and minimum
values to obtain a relative comparison for a
group of employees. Base compensation is used
in employee listings.
Employee’s annualized full-time salary.
Description/Meaning
Headcount of all workforce including
contractors, part time and full time (inactive
employees are also included). Use this metric
with employment category, job, or position
dimension to see # employees in a certain
dimension. You can filter for contractors, part
time or full time through the Employment
Category Description Field. Aggregation rule is
last value when used with time dimension. With
all other dimensions, aggregation rule is sum.
Headcount of full time and part time active
workforce (includes contractors and temporary
employees). This excludes employees on leave.
Aggregation rule is last value when used with
time dimension. With all other dimensions,
aggregation rule is sum.
Headcount of active employees (excludes
contingent and temporary employees),
employees are modeled in the employment
dimension. Aggregation rule is last value when
Calculation – where applicable
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Employee Headcount
Ratio
Contingent Worker
Headcount
Contingent Worker
Headcount Ratio
Full-Time Employee
Headcount
Full-Time Employee
Headcount Ratio
Part-Time Employee
Headcount
Part-Time Employee
Headcount Ratio
Manager Headcount
Manager Headcount
Ratio
Supervisor Headcount
Supervisor Employee
Headcount Ratio
Standard Weekly
Hours
Standard Monthly
Hours
FTE
July 2014
used with time dimension. With all other
dimensions, aggregation rule is sum.
Ratio of employee headcount to all active
workforce headcount. The employee ratio
indicates the number of salaried employees to
the total workforce in the company.
Headcount of active contingent workers,
contingent workers are modeled in the
employment dimension. Aggregation rule is last
value when used with time dimension. With all
other dimensions, aggregation rule is sum.
Ratio of active contingent workers to active
workforce.
Number of active full time employees (excludes
part time employees and contractors, etc) .
Aggregation rule is last value when used with
Time dimension. Aggregation rule is sum when
used with any other dimension.
Ratio of full-time employee active headcount to
all employee active headcount. The number of
full-time employees in relation to the total
number of employees is a useful metric when
staffing short-term and long-term projects.
Number of active part time employees (excludes
part time employees and contractors, etc).
Aggregation rule is last value when used with
Time dimension. Aggregation rule is sum when
used with any other dimension.
Ratio of part-time employee active headcount to
all employee active headcount. The number of
full-time employees in relation to the total
number of employees is a useful metric when
staffing short-term and long-term projects.
Number of active employees that are flagged as
managers in employment organization code
(excludes contractors and temporary
employees.) Aggregation rule is last value when
used with time dimension. With all other
dimensions, aggregation rule is sum.
Ratio of active headcount who are managers.
Contingent worker headcount / active
headcount
Number of active full-time employees that are
flagged as supervisors (excludes contractors and
temporary employees). Aggregation rule is last
value when used with time dimension. With all
other dimensions, aggregation rule is sum.
Ratio of supervisors to all employees. This
counts # employees with direct reports divided
by all reports. It is also known as manager span
of control and approximates the average
number of direct reports that each supervisor
manages.
Number of hours contracted to work in a week.
Number of hours contracted to work in a month.
FTE of active employees (includes contractors
and temporary employees). This excludes
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FTE (Contingent)
FTE (Employee)
Sub-folder
Name
Workforce
Performance
Facts
employees on leave. Aggregation rule is last
value when used with time dimension. With all
other dimensions, aggregation rule is sum.
FTE of active contingent workers, contingent
workers are modeled in the employment
dimension. Aggregation rule is last value when
used with time dimension. With all other
dimensions, aggregation rule is sum.
FTE of active employees, employees are
modeled in the employment dimension.
Aggregation rule is last value when used with
time dimension. With all other dimensions,
aggregation rule is sum.
Description
Special Considerations
This folder displays workforce performance rating
facts that can be used to analyze organization and
employee level performance over time.
Metric/Measure
Employee
Performance Rating
Employee
Performance Rating
YAGO
Performance Rating
Mean Performance
Rating
Description/Meaning
Normalized (percentage) performance rating,
the aggregation level is Employee dimension.
Normalized (percentage) performance YAGO
rating, the aggregation level is Employee
dimension.
Normalized (percentage) performance rating for
the employee, the default aggregation level is
Performance Band dimension.
Average performance rating of all employees.
Performance rating is typically given at the end
of period as part of a performance review
process.
Calculation – where applicable
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