CPS User Group Meeting - Tuesday, June 30, 1998

The first CPS User Group Meeting was attended by:

Jo Agustin, Academic Advancement
Deborah Brennan, Academic Advancement
Frank Wong, University Auditor
Karen Ernst, Compensation Programs
Deborah Cavole, Compensation Programs
Betty Anne Haw, Human Resources
Karen Vecchi, Risk Management
Richard Santee, Budget Office
Helmut Blaschczyk, Budget Office
Kathy Uyeno, HR/Benefits
Mona Litrownik, Affirmative Action
Kris Defrenne, Health & Welfare Planning
Mary Hao, Labor Relations
Joseph Porche, Health & Welfare Planning
Susan Hughes, Health & Welfare Planning
Kathi Henmi, Payroll Coordination
Patti Mizuiri, Financial Aid
Judy Coy, Information Management
Marit Marino, Information Management
Karla Holmberg, Information Management

Judy Coy reviewed for the group the Deloitte & Touche Report on Corporate Systems. Problems with the Corporate Personnel System include no historical information, the FOCUS programming language is not friendly, the CPS user access environment does not have nifty features such as drill up or drill down menus, there is a lack of integration with other databases, CPS is dependent on timeliness of campus payroll data, the current recharge structure discourages use, and CPS lacks useful user documentation. Short term actions include holding user group meetings, documenting CPS on the Web, improving data quality and timeliness, reviewing the recharge process, and perhaps the use of report distribution software. Longer term actions include creating a modern data warehouse environment which would be accessed by a variety of end user products. User participation will be needed as the data warehouse is designed and query tools are evaluated.

Marit Marino and Karla Holmberg reviewed for the group the new CPS Web site which contains the CPS data dictionary, database masters, campus input specifications, instructions on accessing DOE Laboratory data, instructions on the use of XEDIT to create FOCUS programs, sample focexecs including the focexec for the Statistical Summary report, important dates in CPS history, a list of CPS production reports, the Year 2000 solution, the Title Code System data elements, the Deloitte & Touche Corporate System Review report, and the Costing System user documentation.

The group discussed data element descriptions and suggested that in addition to reflecting useful known tips the data element descriptions should also include warnings about known data problems. The group discussed the list of important dates in CPS history and suggested the addition of the UCSF/Stanford merger, Santa Monica and Mt Zion Hospital to the list. The group requested e-mail notification when new snapshot files are available and the addition of standard defines. The group discussed the feasibility of adding the systems documentation for all CPS reports to the Web site as well as focexecs for all production reports. Since Information Management does not know when systems documentation and production focexecs are being modified, it would be difficult to ensure that the most current up-to-date versions are available on the Web site. However, it would certainly be feasible to move a few production focexecs onto the Web site if users have special requests.

Future plans for the user group include meeting on a quarterly basis, demonstrating the BrioQuery Explorer software product against the Berkeley Information System data warehouse, and sharing how different users download and make use of data.

CPS User Group Meeting - Thursday, March 2, 2000

The second CPS User Group Meeting was attended by:

Robert Baum, Costing Policy & Analysis
Rosemary Chengson, Costing Policy & Analysis
Frances Parrish-Anderson, Compensation Planning & Analysis
Deborah Cavole, Compensation Planning & Analysis
Cynthia Shuman, Human Resources & Benefits Services
Elly Skarakis, Policy Planning & Research
Mona Litrownik, Employee Relations EEO/AA & Diversity
Kris De Frenne, Health & Welfare Benefits Planning & Analysis
Susan Hughes, Health & Welfare Benefits Planning & Analysis
Helmut Blaschczyk, Budget Office
Karen Vecchi, Risk Management
Jim Litrownik, Academic Advancement
Patti Mizuiri, Student Financial Support
Frank Wong, University Auditor
Maryann Gohl, Info Systems Support, HR&B
Nancy Parke, Info Systems Support, HR&B
Sandy Bazyouros, Info Systems & Computing, IR&C
Judy Case, Info Systems & Computing, IR&C
Pat Lunitz, Info Systems & Computing, IR&C
Michael Cate, Information Management, IR&C
Karla Holmberg, Information Management, IR&C
Marit Marino, Information Management, IR&C
Jim Dolgonas, IR&C

Marit Marino gave a status report on the CPS Data Warehouse. Programming has begun and the VM FOCUS structure of the current Corporate Personnel System will be the data source for the data warehouse. Data warehouse goals include keeping 1-2 years of monthly snapshot data, keeping a minimum of 5 old October snapshot files, making a subset of Fiscal Year file data available for turnover and fundsource studies, making monthly snapshot data available on a more timely basis, and making some canned reports available on the Web. Data element definition has also begun and separate meetings will be held with individual user offices in order to understand unique data needs.

Michael Cate demonstrated the BrioQuery Explorer software product against the Corporate Financial System data warehouse.

Meeting with Benefits/Insurance users - Thursday, March 30, 2000

This meeting was attended by:

Aliya Dibrell, Info Systems Support, HR&B
Kris DeFrenne, Health & Welfare Benefits Planning & Analysis
Susan Hughes, Health & Welfare Benefits Planning & Analysis
Nancy Parke, Info Systems Support, HR&B
Sandy Bazyouros, Info Systems & Computing, IR&C
Judy Case, Info Systems & Computing, IR&C
Karla Holmberg, Information Management, IR&C
Marit Marino, Information Management, IR&C

The group requested access to dependent data, Covered Compensation from UCRP, a field that identifies which titles are represented by a bargaining unit, a field which more easily defines Medical Centers, an effective date for both Employee Paid Life Insurance and Executive Life Insurance, redefining UC Paid Disability using Assigned BELI, access to Employee Paid Disability payout, health plan name in addition to health plan code, a field that defines Core Life Insurance as Assigned BELI 2 or 3 or 4, renaming of Insurance Reduction Code to TIP, 2nd character of CTO to define senate faculty, and access to employee home address for Benefits' mailings.

Meeting with Compensation Planning & Analysis - Monday, April 10, 2000

This meeting was attended by:

Stan Kowalski, Comp Planning & Analysis
Frances Parrish-Anderson, Comp Planning & Analysis
Deborah Cavole, Comp Planning & Analysis
Liz Pruiett, Comp Planning & Analysis
Jo Olmes, Comp Planning & Analysis
Pat Lunitz, Info Systems & Computing, IR&C
Karla Holmberg, Information Management, IR&C
Marit Marino, Information Management, IR&C

This group requested access to the Corporate Title Code System in the CPS Data Warehouse, and also any defines unique to the Costing System and the SP3 report.

Meeting with Research Administration - Monday, April 10, 2000

This meeting was attended by:

Barbara Yoder, Research Administration
Pat Lunitz, Info Systems & Computing, IR&C
Karla Holmberg, Information Management, IR&C
Marit Marino, Information Management, IR&C

Barbara expressed interest in 2 more fields being passed to CPS from PPS (Country of Origin and Visa Type), having access to Sponsor Code Name, Sponsor Category Name, Agency Code Name and Sub Agency Code Name, and Foreign Flag from the Contracts & Grants System/Corporate Account/Fund Profile, having access to Project Title and Principal Investigator Name from the Contracts & Grants System, having 12 months of salary by fundsource as well as summer research pay from the Fiscal Year file, creating fields to define Intramural and Extramural funds, and ability to cost benefits.

Meeting with Employee Relations EEO/AA & Diversity - Thursday, April 13, 2000

This meeting was attended by:

Mona Litrownik, Employee Relations EEO/AA & Diversity
Lany Hunter, Employee Relations EEO/AA & Diversity
Sandy Bazyouros, Info Systems & Computing, IR&C
Judy Case, Info Systems & Computing, IR&C
Pat Lunitz, Info Systems & Computing, IR&C
Karla Holmberg, Information Management, IR&C
Marit Marino, Information Management, IR&C

This group expressed interest in access to DOE Laboratory data, expressed a need for turnover data from the Fiscal Year file, and requested that the new Veterans code be passed to CPS from PPS.

Meeting with Senior Management Compensation - Thursday, April 13, 2000

This meeting was attended by:

Susan Mathews, Sr Management Compensation
Frances Parrish Anderson, Comp Planning & Analysis
Mari Beck, Sr Management Compensation
Maren Greer, Sr Management Compensation
Lynn McAfee, Sr Management Compensation
Sandy Bazyouros, Info Systems & Computing, IR&C
Judy Case, Info Systems & Computing, IR&C
Pat Lunitz, Info Systems & Computing, IR&C
Karla Holmberg, Information Management, IR&C
Marit Marino, Information Management, IR&C

This group expressed interest in being able to obtain all appointments for a single senior manager plus rank and step of academic appointments, access to summer research pay from Fiscal Year file, access to Severance Pay Balances (which come in to BCS on the CPS/BCS Employee File), access to employee Working Title, access to Covered Compensation from UCRP, and access to detailed earnings by DOS for senior management.

Meeting with Policy Planning & Research - Monday, April 17, 2000

This meeting was attended by:

Elly Skarakis, Policy Planning & Research
Karen Ernst, Policy Planning & Research
Gemma Lim, Policy Planning & Research
Sandy Bazyouros, Info System & Computing, IR&C
Judy Case, Info Systems & Computing, IR&C
Pat Lunitz, Info Systems & Computing, IR&C
Karla Holmberg, Information Management, IR&C
Marit Marino, Information Management, IR&C

This group expressed a need for turnover data from the Fiscal Year file, new hire and re-hire data from the Fiscal Year file, bargaining unit data for the DOE Laboratories, Service Credit from UCRP, average age of retirement, employees at maximum step, data on emeriti, data on staff/students/faculty with dependents, data on annuitants (e.g., related to health plans), type of health plan (PPO, HMO, etc.), and deeping DANR distinct from UCOP in reports.

Meeting with Information Systems & Support, HR&B - Tuesday, April 18, 2000

This meeting was attended by:

Myrna Walton, Info Systems & Support, HR&B
Shelley Dommer, Info Systems & Support, HR&B
Julene Chilson, Info Systems & Support, HR&B
Sandy Bazyouros, Info Systems & Computing, IR&C
Judy Case, Info Systems & Computing, IR&C
Pat Lunitz, Info Systems & Computing, IR&C
Karla Holmberg, Information Management, IR&C
Marit Marino, Information Management, IR&C
Jim Dolgonas, IR&C

The group discussed the need for Covered Compensation and Service Credit from UCRP (Benefits will compile a list of UCRP data elements which should go into the CPS Data Warehouse), the need for nightly data needed by unions, the need to create separate bargaining unit files which could be accessible by unions, the need for new hire and turnover data from the Fiscal Year file, the need to do fundsource studies from the Fiscal Year file, plus obtaining Home Department Code from the Payroll System.

Meeting with users of Academic Data - Thursday, April 27, 2000

This meeting was attended by:

Linda Guerra, Planning & Analysis
Carol Copperud, Planning & Analysis
Anne Machung, Planning & Analysis
Chris Simon, Academic Advancement
Jo Agustin, Academic Advancement
Jim Litrownik, Academic Advancement
Sandy Bazyouros, Info Systems & Computing, IR&C
Judy Case, Info Systems & Computing, IR&C
Pat Lunitz, Info Systems & Computing, IR&C
Karla Holmberg, Information Management, IR&C
Marit Marino, Information Management, IR&C

This group discussed the need to study faculty promotions, which involves comparing June to July data each year and being able to do this for past June/July periods. The group also expressed interest in connecting CIP code to employee records for annual AAUDE reporting purposes. This is currently being done manually, and to effect a systems' approach, the CIP code/name would have to be added to the Corporate Account/Fund Profile where campuses would assign CIP to each account number for corporate use. Finally, the group discussed Tidal Wave II and the potential for a 4th quarter added to each academic year, and the need to identify summer research data as well as summer teaching effort.

Meeting with Risk Management - Monday, May 8, 2000