Human Resources and Payroll Data Mart

Project Plan

Draft
October 3, 2001
Human Resources and Payroll Project Plan *** DRAFT *** GU EDW Project Implementation

Objective

The strategic goal of the Human Resources/Payroll Data Mart is to fully integrate human
resources/payroll data with all other data marts in the Data Warehouse (Financial, Student, Facilities,
Alumni and other auxiliary systems). The first phase of this Data Mart will replace or enhance the
existing shadow database systems supplying reporting mechanisms for human resources administrative
processes. The Data Mart will establish data consistency and provide an efficient support resource for
key business processes and decisions. Reporting requirements will be documented by developing sets
of typical business questions, created with a cataloged list of queries obtained from current shadow
systems maintained in Human Resources and other business units of the university.

The objective of the Human Resources/Payroll Data Mart is to provide easy access to information for
the administrative and academic areas throughout the campuses of the University. Data architecture
will be created during many different phases, enabling all types of reporting and information access.
This implementation will be an on going process that may span multiple years but deliver business
value in 3-month cycles in parallel with the progressive, staged implementation of the overall Data
Warehouse priorities. The deliverables will be in the form of report generation, cube analytics and ad
hoc reporting.1 All levels of users (executive, managerial and operational) will have access to
consistent and current information on daily, weekly, monthly, quarterly, and yearly periods on an as
desired basis.

The Human Resources/Payroll Data Mart will utilize the Data Warehouse's centrally supported tool
Suite (Cognos) to provide access to information for the administrative and academic areas. The toolset
will be delivered via the Web.
• Standardized reports in pdf, Excel and text formats (Impromptu Web Reports)
• Prompted reports, labels and email capability (IWR PowerPrompts)
• Cubes for multi-dimensional analysis (PowerPlay for the Web)
• Ad-hoc queries for experienced users (Cognos Query Web)

The majority of authorized users will only have Web access to the data. A smaller group of developers
representing the core business areas of the university will have the responsibility for creating reports
and cubes to be published to the Web. This group will receive complete Cognos client training to
include advanced report writing functionality. Web users will request reports and cubes from this
developer group. These groups are not mutually exclusive and users will be able to join the ranks of
developers in the future if their job or organization so desires. Procedures are being developed to
address this training and support process.

Success Factors
The following are success factors, which if followed, will greatly ensure that the first production
project is a success both for business users and technical implementation staffs.
• Focus is on delivering the 1st phase of the data mart within a 3-4 month timeframe.
• Resources are made available from both the technical and functional (HR) offices.
• Data model is derived from existing models in HR and changed to meet new requirements.

1
For more information about the Cognos Tool Suite, please visit: www.georgetown.edu/uis/ia/dw/cognostoolset.html

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• Business rules are pre-defined for data translation – documentation is available (also, that if not
defined, they are appropriately identified and documented).
• A common understanding of terms and definitions such as minority, full-time/part-time, and
faculty. Work groups are engaged to perform data administration functions.
• Reports are defined, specifications created, and documentation kept as meta data.
• End user resources are made easily available.
• Successful demonstration of using tools for reporting needs, including the ability to use reports
for productions purposes or to distribute data.

Project Groups

UIS Data Warehouse

Mark Drauszewski, Project planning/management, Front end (BI web tool), training*
Kim Bitto, Back end architecture (Modeling, ETL, web documentation) *
Dave Ausman, Back end architecture (ETL), Front end (BI web tool)*
Mini Kanwal, Data Administration, Meta data management, data standards *
John Ott, Systems Administration - server support
Wuu Tasy, Database Administration - Oracle Database support

Human Resources Functional Working Group

Mary Anne Mahin, Co-Chair, University Human Resources
Roland Hall, Co-Chair, Office of Planning & Institutional Research*
Jennifer Komsa, University Human Resources
Audrey Khoo, University Human Resources*
Michael McGuire, Office of Planning & Institutional Research
Sandra Fitzpatrick, Student Financial Services*
Annemeike Martinez, Main Campus Budget Office
Wayne Mircoff, Financial Affairs*
Viola Dortch, Financial Affairs
Linda Davidson, Law Center Financial Affairs
Melvinia Towns, Law Center Payroll
Laura Belsinger, Medical Center Financial Affairs*
Steve Sakach, Facilities and Student Services
Mark Drauszewski, University Information Services*
Julianne Aaron, University Information Services
John Taht, University Information Services *

*Denotes implementation team.

Project Scope

Organize core human resources information ensuring the focus will be on the business functions of
employee demographics, benefits, compensation, position control, payroll, and academic information.
Information provided in the first phase of the Data Mart will form a foundation for consistent, accurate
and current human resources-related information that will enable more efficient analysis and decision
making across the university.

Business Requirements
[Placeholder for final business requirements]

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• The first phase of the data mart will complete 50% of the business requirements noted in the
attachment.
• This is an on-going development project. The developers will continue work after the "go-
Live" date and continue to deliver more requirements.
• Determining which requirements will be included for the 1st phase will be a discussion topic
October 5th. Once agreement of the priority of requirements has been achieved, that
information will be inserted in the place holder above. See e-mail for instructions about
homework assignment for the meeting on the 5th of October.

Data Requirements
The primary source of information will be from the Genesys payroll system. Other sources integral to
business practices in HR will be from data currently stored in shadow systems used and maintained in
University Human Resources. Examples of this type of information include:
• Organizational structure of the university (campus, VP area, department, pyramid, HR
Specialist assignments)
• Job class information (grouping of class codes such as professor, AAP, temporary, etc.; Full-
time/Part-time status for faculty)
• Position Control compensation data (position evaluation points)
• Salary Grade Structure for Staff and AAP positions
• Cash balances of GURP B participants

The data will be structured in the following time snapshots from 1997-forward:
• Daily
• Biweekly
• Monthly
• End-of-Month
• Quarterly
• Semester
• Annual
• End-of-Year
• Fiscal

Data from the old EIS system is an issue that will be reviewed and migrated in subsequent phases.

User Rollout
The rollout strategy will be fully developed during the creation of the work plan. Specifics about
HRDM Users, class size, teaching resource availability and rollout timing will all be determinates in
evaluating the steps of rolling the data mart out to the HR constituents. This group will include
University Human Resources and all other business offices located throughout the university. (see
document hrdmusers.pdf)

Technical Requirements TBD

• Target Builds for Operational Data Store
• Transformation processes
• Business rules
• Loading data
• Metadata Repository

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Tool Use
• The tools used to deliver the data will be the following Cognos Web products:
o Upfront Portal
o Impromptu Web Reports (IWR)
o PowerPlay Web
o Cognos Query
• Users designated as developers will also have the desktop version of Cognos for writing reports
and building cubes as requested by Web users.

Training
• Introduction
o Confidentiality Agreement
o Handout Materials (Web resources, e-mail policy, Cognos tools environment)
• Understanding the Human Resources/Payroll Data Mart
o Requirements defined
o Understanding your data
o Human Resource Meta Data Repository
• Cognos Tools Environment
o EDW Web pages
o Security
o Portal: Upfront
o Impromptu Web Reports (IWR)
o PowerPlay
o Customizing web browsers
• Using IWR functionality
o PowerPrompts (E-mail, Mailing Labels, Compensation, General Employee)
o Reports (static & prompted)
• Using PowerPlay Cubes
o Cubes (Employee, Position Control, Compensation)
• Questions and Answers

Security:
• Topics to address in more detail during creation of the work plan include:
o Defining level of security. Review of the security used in the Financial Data Mart may
determine the level of security that will be appropriate for users. A large number of
users identified for the HRDM also have access to FADM. Also, levels assist in roll out
to different users as security must be ready. An order of rollout might be: University
wide level, Campus Level, Business Manager Level (Dept Administrator) and so on.
o Implementing the user classes and NetIDs for all users granted access to the Data Mart.
o Pyramid code vs Homed department discussion

Ongoing Support Plan:

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• UIS Trainers
• Help Desks
• Software upgrades
• Additional training - Advanced or new functionality

Detailed Work Plan and Milestones

The work plan consists of the tasks, activities, resources, duration, dependencies, and specific
deliverables to support these milestones.
A. Complete listing of tasks for each milestone (see longer list on Web page)
1. Project phase management and requirements
2. Data design
3. Data mart construction
4. Testing
5. Cognos built application (deliverables)
6. Develop training classes
7. Deployment and review
8. Data warehouse review
B. Resources assigned to tasks
C. Timelines
D. Dependencies

Project Planning Assumptions and Issues

Project Assumptions
• Adequate staffing (technical and functional) with appropriate skill levels are available
• Security that is already designed for FMS is adequate. If not, additional security development
could impact the timeliness of the deliverables.
• Institutional policies for release and dissemination of confidential information are adequate for
more diverse and easily used environment.
• Management will minimize competition for resources with other projects once project begins.
• Software vendor will remain in business & continue to support the products.
• DW Steering Committee has authority to resolve issues including those about data administration.
• EDW is not yet considered "Mission Critical Application"

Project Issues
• Identification; understanding and determination on whether to incorporate data from shadow
database systems. What constitutes "mission critical" data? Who maintains that data?

Project Risks
• Loss of key functional or technical staff.

Project Contingencies
• Begin developing Disaster Recovery Plans or ECM Plans.
• Cross training of key functional implementation team that will then expand to more campus areas.
• Documentation for support.

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Human Resources Data Mart - User Acceptance and Sign Off

Project: 1st phase of Human Resources Data Mart

Executive Sponsor: Jo-Ann Henry, Vice President and Chief Human Resources Officer
UIS Sponsor: Kevin Murphy, Managing Director UIS

Business Experts:Mary-Anne Mahin, Director, Employment

Services, Human Resources
Roland Hall, Assistant Director, Office of Planning & Institutional
Research

Project Manager: Mark Drauszewski, Manager Data Warehouse

Deliverable Description
(success criteria): Impromptu Web Reports (IWR )
 Top 10 HR Metrics
 Top (#) Reports about Demographics
 Top (#) Reports using Academic data
 Top (#) Reports using Payroll data
 Top (#) Reports about Benefits
 Top (#) Reports about Compensation
 Top (#) Reports about Position Control

PowerPrompt Application
 E-Mail
 Mailing Label
 Compensation Report
 General Human Resource Filter

PowerPlay Cubes
 Employee
 Payroll - Compensation
 Position Control
 Benefits

Accepted: Date:

Executive Sponsor Signature

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Project Manager Signature

Business Driver Signature

Business Driver Signature

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