Exercise 1 - HR Reporting

Exercise 1: Log in and generate a report

In this exercise, you will:

  • Log in to Cal Answers
  • Select a dashboard and a report
  • Select a prompt and run a report
  • Create a Favorite for the report

Exercise

1. In your browser, go to https://calanswers.berkeley.edu/.

2. Select the link to Log in to Cal Answers.

Cal Answers home page with Log In highlighted

3. To expand the Workforce Detail Dashboards section, you can select the Workforce Detail link or the + symbol.

 Workforce Detail subject area highlighted on Cal Answers home page

4. Select the Workforce Detail Dashboard link.

5. Review the list of reports on the page. Note that the same report names are shown in the tabs at the top of the page. The Overview tab for every dashboard is presented in this same manner. Select the Workforce Detail wiki link just below the HR Workforce Detail Dashboard.

HR Workforce Detail dashboard Overview tab with Wiki link highlighted

6. Read about how the data in the Workforce Detail dashboard is different from the data in the Position Management dashboard.

7. Select the CalAnswers BI Interactive Dashboard tab to return to Cal Answers.

Browser tabs with Cal Answers highlighted

8. Go to the Job Data As of Date report.

9. Notice that the As of Date defaults to the current date. If you want to run the report with data from an earlier date, you can change this.

10. In the filters section:

  • Remove the hyphen (-) from the Parent Org Node Code filter and select a Parent Org Node Code.

  • Enter a Parent Org Node Code.

  • Do not select Apply.

    • If you don’t know the code, open the drop-down list for Parent Org Node Code - Desc and select Search.

    • If you select an L4 Department, Cal Answers will return rows for all the Dept IDs that roll up to the Department. If you select a Dept ID, Cal Answers will return only the employees in that Dept ID.

Parent Org Node Code drop down with - deselected

11. From the Employee Class – Desc filter, select 9: Academic – Faculty.

Workforce Detail Job Data As of Date filters with Employee Class drop-down

12. Select the Apply button to generate the report.

13. Cal Answers generates the report and displays the first 25 rows of data. Scroll to the bottom of the report to see the total number of rows in the report and the display buttons. Select the blue double-headed arrow button to display all rows in the report.

Display buttons below report with Display All Rows highlighted

14. You decide that you’d like to focus on tenured faculty, so return to the filters and select 101 = PROFESSIONAL-TENURE from the CTO Code – Desc filter.

Workforce Detail Job Data As of Date filters with CTO Code drop-down

15. Select the Apply button to regenerate the report.

16. View the report.

17. This is a report you’ll likely be using again and again. To make it easy to get to this report, select the Favorites menu at the top right corner of the window and select Add to Favorites.

Favorites menu with Add to Favorites highlighted

Display Reports