Archive for the ‘Homework’ Category

Review the definitions that were started during the meeting Tuesday and please provide any feedback through the comments functionality.

• https://asconfluence.stanford.edu/confluence/display/~mhoying/Organization+Suspense+Account
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Earnings
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Expenditure
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Labor+Schedule
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Actual+Pay
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Base+Pay
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Premium+Pay
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Supplemental+Pay
• Additionally, please continue to review the definitions from the first meeting last week: http://dg.stanford.edu/?p=601

We’ll continue to work through the terms in the business questions and work on creating unambiguous definitions.  You can view the current questions (and terms in question) here: http://www.stanford.edu/dept/pres-provost/cgi-bin/dg/wordpress/wp-content/uploads/2012/10/BusinessQuestionWords.pptx

Feel free to begin to critique other definitions and provide feedback through the comments functionality.

• https://asconfluence.stanford.edu/confluence/display/~mhoying/Evolving+Financial+Reporting+-+Payroll+and+Labor+Expense+Management

Review the definitions that were started during the meeting Thursday and please provide any feedback through the comments functionality.

• https://asconfluence.stanford.edu/confluence/display/~mhoying/Fiscal+Year
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Fiscal+Quarter
• https://asconfluence.stanford.edu/confluence/display/~mhoying/GL+Period
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Payroll+Process
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Account
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Expenditure+Account
• https://asconfluence.stanford.edu/confluence/display/~mhoying/PTA
• https://asconfluence.stanford.edu/confluence/display/~mhoying/PTA+End+Date
• https://asconfluence.stanford.edu/confluence/display/~mhoying/PTA+Manager
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Account+Owner
• https://asconfluence.stanford.edu/confluence/display/~mhoying/Project

Feel free to begin to critique other definitions and provide feedback through the comments functionality.

• https://asconfluence.stanford.edu/confluence/display/~mhoying/Evolving+Financial+Reporting+-+Payroll+and+Labor+Expense+Management

Review the most recent draft of the charter that was sent by Rana and submit comments and recommendations to Rana (rana@stanford.edu) and Matt (mhoying@stanford.edu) by Monday, September 17^th.  We’ll review the final draft of the charter at the beginning of the next meeting.  Additionally, two pages have been created on the confluence page to track HR Data Stewardship opportunities (https://asconfluence.stanford.edu/confluence/pages/viewpage.action?pageId=477757764) and Identified HR Data Issues (https://asconfluence.stanford.edu/confluence/display/~mhoying/Known+HR+Data+Issues).  In addition to data definitions, these will be the subject of our next meeting, so please begin to identify areas of focus for the first few weeks of work.

1. Final Review of Definitions
2. Prepare for Lessons Learned

Congratulations on completing all the data definitions for the HR Metrics Dashboard Phase I.  Please feel free to review all of the definitions one more time and note any remaining issues.  Any further refinement we will perform online (https://asconfluence.stanford.edu/confluence/display/~mhoying/HR+Metrics+Definition+List), using the wiki’s functionality.  We’ll submit these definitions to Rana, Cindy and Anh in one week for update to the website.

Next week, at a date and time that is convenient for as many people as possible, we’ll be holding one final(ish) meeting of the HR Metrics Phase I Data Group.  This meeting will be to discuss to what degree these meetings have been valuable to the project and individuals, whether this type of activity should be associated with more projects (and at what stage) and finally what can be done to improve the process.

1. Find More Participants (especially for the final meeting!)
2. Review Open Questions
3. Prepare for “6-Minute Definitions”
4. List of Org types

Please continue to evangelize the Data Definitions/Metadata Development/Data Stewardship process to your peers and invite them to attend one of our weekly meetings.  Additionally, anyone that has an interest in the content of our meeting is welcome to attend (regardless of their business function) and as we move more into stewardship, will become an invaluable resource in understanding the impact of and business requirements around HR data throughout the organization.

While investigating Talent Source, a series of questions came up around the various Job Action:Reason groupings. Larry will be chase down the technical explanations but there are still a number of issues that relate to the business definition.  Please come prepared with definitions on the following terms and consider whether the current technical definition (derivation) accurately captures the intention of your definition.

We are down to our last few definitions!  Beyond the previously mentioned open issues, the only remaining terms are Research and Administration.   Currently the definitions are rather technical so please look to create an understandable business definition that clearly speaks to what these term represent in the context of the dashboard.  Be sure to note that these values are based off of Expenditure Type Code rather than the amount of the actual activities that are performed.

In the time before our meeting next week, you can leave comments on the pages (by clicking on the “Add Comment” link at the bottom of the page).  Please use the criteria for a well-defined term from the wiki (https://asconfluence.stanford.edu/confluence/x/1wCGFg) as well as your knowledge of the business.  We will continue “6-Minute Definitions” in our next meeting.

The remaining terms are:

We are still looking to accumulate the various terms for organizations and groupings of organizations at Stanford.  Currently, the HR Metrics Dashboard has School/VP, Area, Sub-area, Department, Sub-department.  What other terms are used in your area of the university?  Please see the homework from January 18th for examples.

1. Find More Participants (especially for the final meeting!)
2. Review Open Questions
3. Prepare for “6-Minute Definitions”
4. List of Org types

Please continue to evangelize the Data Definitions/Metadata Development/Data Stewardship process to your peers and invite them to attend one of our weekly meetings.  Additionally, anyone that has an interest in the content of our meeting is welcome to attend (regardless of their business function) and as we move more into stewardship, will become an invaluable resource in understanding the impact of and business requirements around HR data throughout the organization.

Unfortunately, a bunch of new questions came up while we were reviewing Talent Source.  Please look at the open questions listed in the minutes from the March 14^th meeting (http://www.stanford.edu/dept/pres-provost/cgi-bin/dg/wordpress/?p=405).  Larry will be chase down the technical explanations but there are still a number of issues that relate to the business definition.

We are down to our last few definitions!  Beyond the previously mentioned open issues, the only remaining terms are Research and Administration.   Currently the definitions are rather technical so please look to create an understandable business definition that clearly speaks to what these term represent in the context of the dashboard.  Be sure to note that these values are based off of Expenditure Type Code rather than the amount of the actual activities that are performed.

In the time before our meeting next week, you can leave comments on the pages (by clicking on the “Add Comment” link at the bottom of the page).  Please use the criteria for a well-defined term from the wiki (https://asconfluence.stanford.edu/confluence/x/1wCGFg) as well as your knowledge of the business.  We will continue “6-Minute Definitions” in our next meeting.

The remaining terms are:

We are still looking to accumulate the various terms for organizations and groupings of organizations at Stanford.  Currently, the HR Metrics Dashboard has School/VP, Area, Sub-area, Department, Sub-department.  What other terms are used in your area of the university?  Please see the homework from January 18th for examples.

1)    Find More Participants

2)    Prepare for “6-Minute Definitions”

3)    List of Org types

Please continue to evangelize the Data Definitions/Metadata Development/Data Stewardship process to your peers and invite them to attend one of our weekly meetings.  Additionally, anyone that has an interest in the content of our meeting is welcome to attend (regardless of their business function) and as we move more into stewardship, will become an invaluable resource in understanding the impact of and business requirements around HR data throughout the organization.

We are down to our last few definitions!  Larry will look into the open questions from last week around FTE, Temp/Casual and Talent Source (see last week’s minutes for more details).  Beyond those, the only remaining terms are Research and Administration.   Currently the definitions are rather technical so please look to create an understandable business definition that clearly speaks to what these term represent in the context of the dashboard.  Be sure to note that these values are based off of Expenditure Type Code rather than the amount of the actual activities that are performed.

In the time before our meeting next week, you can leave comments on the pages (by clicking on the “Add Comment” link at the bottom of the page).  Please use the criteria for a well-defined term from the wiki (https://asconfluence.stanford.edu/confluence/x/1wCGFg) as well as your knowledge of the business.  We will continue “6-Minute Definitions” in our next meeting.

The remaining terms are:

We are still looking to accumulate the various terms for organizations and groupings of organizations at Stanford.  Currently, the HR Metrics Dashboard has School/VP, Area, Sub-area, Department, Sub-department.  What other terms are used in your area of the university?  Please see the homework from January 18th for examples.

1. Find More Participants
2. Prepare for “6-Minute Definitions”
3. List of Org types

Please continue to evangelize the Data Definitions/Metadata Development/Data Stewardship process to your peers and invite them to attend one of our weekly meetings.  Additionally, anyone that has an interest in the content of our meeting is welcome to attend (regardless of their business function) and as we move more into stewardship, will become an invaluable resource in understanding the impact of and business requirements around HR data throughout the organization.

We are looking to complete our final review of the terms’ definitions in the next few weeks.  Please look at the remaining terms and to expedite the completion of the HR Metrics Data Definitions, please look through the remaining terms and be prepared to finalize a few more definitions (https://asconfluence.stanford.edu/confluence/display/~mhoying/HR+Metrics+Definition+List).  We will only be looking at the terms that exist on the HR Metrics help page.  These are denoted by an “X” in the first column.  In the time before our meeting next week, you can leave comments on the pages (by clicking on the “Add Comment” link at the bottom of the page).  Please use the criteria for a well-defined term from the wiki (https://asconfluence.stanford.edu/confluence/x/1wCGFg) as well as your knowledge of the business.  We will continue “6-Minute Definitions” in our next meeting.

The remaining terms are:

We are still looking to accumulate the various terms for organizations and groupings of organizations at Stanford.  Currently, the HR Metrics Dashboard has School/VP, Area, Sub-area, Department, Sub-department.  What other terms are used in your area of the university?  Please see the homework from January 18th for examples.

1. Find More Participants
2. Prepare for “6-Minute Definitions”
3. List of Org types

Please continue to evangelize the Data Definitions/Metadata Development/Data Stewardship process to your peers and invite them to attend one of our weekly meetings.  Additionally, anyone that has an interest in the content of our meeting is welcome to attend (regardless of their business function) and as we move more into stewardship, will become an invaluable resource in understanding the impact of and business requirements around HR data throughout the organization.

We are looking to complete our final review of the terms’ definitions in the next few weeks.  Please look at the remaining terms and to expedite the completion of the HR Metrics Data Definitions, please look through the remaining terms and be prepared to finalize a few more definitions (https://asconfluence.stanford.edu/confluence/display/~mhoying/HR+Metrics+Definition+List).  We will only be looking at the terms that exist on the HR Metrics help page.  These are denoted by an “X” in the first column.  In the time before our meeting next week, you can leave comments on the pages (by clicking on the “Add Comment” link at the bottom of the page).  Please use the criteria for a well-defined term from the wiki (https://asconfluence.stanford.edu/confluence/x/1wCGFg) as well as your knowledge of the business.  We will continue “6-Minute Definitions” in our next meeting.

We are still looking to accumulate the various terms for organizations and groupings of organizations at Stanford.  Currently, the HR Metrics Dashboard has School/VP, Area, Sub-area, Department, Sub-department.  What other terms are used in your area of the university?  Please see the homework from January 18th for examples.

We are trying to take full advantage of the buy-one-get-one-half-off tickets to the upcoming HR Metrics conference in SF.  Please contact Dawn Freeman if you would like to (or are planning to) attend—she will need your name and a PTA.

For the near future at least, our group will be a bit smaller as other job responsibilities have pulled people away from the team for a bit.  This is a great excuse and a better justification to really try and bring in additional SMEs from throughout the college to contribute to our discussion and activities.  Beyond SMEs from HR, please feel free to invite anyone who works with, or is impacted by HR data as part of their daily job.  This will help us understand the data gaps and issues around HR data from a university perspective.  If you have any questions about this, please don’t hesitate to contact Matt.

Internal Audit has offered to actively work with us to assess and improve the quality of University HR Data if we are able to scope a request appropriately.  After we complete the definition phase of this work, Matt will ask a representative from internal audit to come in to give a short presentation about what they can do for us and help initiate some discussion on an appropriate collaborative project.

Please not only review the content of the JRC:PRO Request for Change (RFC) (update to be sent out Monday), but the layout of the content as this is intended to be a template for future data related RFCs.  If there are sections that you believe are missing or could be made more useful, please contact Matt.  We got a very supportive response from Rosa in the Diversity and Access Office and will be integrating her information by Monday.  We hope to submit the RFC to University HR by next week.

We discussed some gaps related to the tracking of data exceptions, and how much of the knowledge of how systems really work and the meaning behind historical information may be available only in the heads of our SMEs.  As one of the Data Governance projects, Matt would like to provide a service to store this information in a structured, searchable and accessible location.  We will continue to discuss the implementation of such a system but in the interim, if you feel that you have information that should be recorded for future access, email Matt and he’ll manage it as a proper solution is developed.

Final definitions for Classified Indicator and Casual Employee were agreed upon although there is still some question as to whether Classified Indicator is the correct name for the element (or whether it is Class Indicator or Classification Indicator).  Please review the terms on the Wiki and let Matt know if you have any qualms with the current wording.  Matt will send out an update on the proper term when we have a definitive answer.  Moving forward, unless the Data Team can find issue with the Admin Guide definition, we will assume that the HR Metrics Help page definition should match the Admin guide verbatim.

HR Metrics Master List - https://asconfluence.stanford.edu/confluence/display/~mhoying/HR+Metrics+Definition+List

• Classified Indicator -https://asconfluence.stanford.edu/confluence/display/~mhoying/Classified+Indicator
• Casual Employee – https://asconfluence.stanford.edu/confluence/display/~mhoying/Casual+Employee