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HR Kube Groups
The KBX™ Kube Manager HR Toolkit is comprised of the Oracle® Human Resources – US, Oracle® Human Resources – CA, and Oracle® Human Resources – Global Kube Groups. These Kube groups all consist of the same Kube types and templates. The difference being the different legislative contexts they address. US is for US data, CA for Canada, and the Global group can be run for any legislative context (please note that this can be run for any not all legislative contexts- i.e. you can retrieve Canadian or US data using this Kube, not both at the same time). All templates are for the most part the same with the exception that the Global group delivers some additional summary data and charts for certain templates. The Global Group also has a revised data structure with additional fields and information provided in the cubes though the general outline remains the same.
Delivered Kubes
Each Kube Group comes complete with 5 delivered Kubes that you can begin using for your reporting solutions immediately. The Kubes and templates delivered with the HR Toolkit are designed to make running reports out of Oracle® as efficient as possible. The templates are loaded through and can be customized within Microsoft® Excel and Word. A brief summary of each Kube and the templates associated with it is included here:
Employees, Contacts, Phones, and Addresses
Users are prompted to enter one date when submitting this Kube.
This Kube will pull in all person types (employee, applicant, contingent worker, etc.) who have an open assignment as of the date entered (this includes any assignment ending on the date entered as well). This will include all active employees, termed employees who have yet to final process, as well as any suspended status employees who have not had their suspended status end-dated. And this Kube is most useful for generating reports that are not looking for history but rather examining what employees were doing at a specific point in time. Employee rosters, address listings, and overall headcounts are easily accomplished via this Kube.
- Active Employees
This template provides a Pivot Table breakdown of the Kube population by person type and employment category. Other fields are also provided to allow users to create a breakdown by job, organization, location, and more. Please note that Active refers to the employee’s status within the company not their assignment. Therefore, employees on leave, retirement, etc. will also be included though users can filter these out.
- All U.S. Addresses
This template provides a listing of all open US Addresses for all person types in the Kube. Filters are provided so users can view only primary addresses, specific address types, specific person types, and more.
- Assignment Costing
This template provides a listing of all open Costing Segments at the assignment level for all person types in the Kube. Filters are provided to further break down the report.
- Contacts
This template provides a Pivot Table breakdown of all active contacts for all person types. A count is provided by person and contact type.
- HR Assignments
This template provides a count of all assignment records in the system by Employment Category. Average months of service and percentage of total population values are also included.
- Phone Listing
This template provides a listing of all active phone numbers (maintained on the Phones form) for people with open assignments as of the date entered. Filters allow users to view specific person types, specific phone types, and more.
- Sample Form Letter
This Word template provides an example of MS Word Mail Merge functionality and can be used as a template for designing custom form letters.
- Sample U.S. Address Labels
This Word template provides another example of MS Word Mail Merge functionality and can be used as a template for designing custom address labels.
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Headcount and Terminations
Parameters: Users are prompted to enter a date range when submitting this Kube. Users are also given the option of whether or not to include assignment change data; this parameter provides enhanced performance for users with very large employee populations. And this Kube will pull in assignment history for the date range (i.e. all assignments that were open at any point between the two dates entered) for all person types (employee,applicant, contingent worker, etc.). This will include all active employees, termed employees who have yet to final process, as well as any suspended status employees who have not had their suspended status end-dated. And this Kube is most useful for generating reports that are looking for assignment history and identifying changes within the company during a certain period of time. New hire reports, termination reports, employment category change reports, and more are easily built with this Kube.
- Headcount & Movements
This template provides a Pivot Table breakdown of all assignments for all person types within the Kube with the exception of terminations that final processed. The breakdown provides a starting count (i.e. open assignments as of the first date entered); a count of new hires, re-hires, terms, and new secondary assignments within the date range; and a count of employees who transferred in and out of organizations. A grand total is also provided and this indicates how many assignments are open, by organization, as of the last date entered. Please note that employees may appear several times in the report as an employee may have been active on the first day entered, termed, re-hired, and acquired a secondary assignment during the date range (a total of 4 records). However, the totals would indicate the correct change of 1 additional assignment and not count all 4 in the grand totals. Users can also take advantage of the included filters to only show primary assignments, specific assignment types, and more.
- Terminations
This template provides a Pivot Table breakdown of all terminations in the date range. The report gives a total, by job, for all employees who termed in the date range (without a final process date or with a final process date in the date range); had a final process date in the range but termed prior to the start date; have a future final process date but termed prior to the start date; or have no final process date and termed prior to the start date.
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HR Elements
Parameters: Users are prompted to enter a date range when submitting this Kube. Users are also given the option of running the Kube for a specific element, an element classification, or any element sets that have been previously set-up within the Oracle application. Please note that due to the large volume of data involved with elements, users are urged to utilize the additional parameters whenever possible. And this Kube will pull in all open elements that fall within the date range and are in accordance with the additional type, classification, and set parameters. This Kube is most useful for generating reports that are looking for element level information off of the element entries screen in Oracle. Reports identifying which elements have processed or not as well as reports showing what elements each employee had during a pay period are examples of reports that can be obtained with this Kube.
- Element Register
This template provides a listing of all elements within the Kube by employee and includes filters to allow for further analysis. The first 15 input values, units of measure, and entry values are displayed along with the most recent users to update the element allowing the template to be used as an internal auditing tool on top of a reporting solution.
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Organization Hierarchies
Parameters: Users are prompted to enter one date when submitting this Kube. This Kube will pull in all open organizational hierarchy assignments for all person types as of the run date. This Kube is most useful for generating reports that are attempting to evaluate the organizational roll-ups within the company. Roll-up breakdowns of new hires and terminations are examples of reports available with this Kube.
- Organizational Hierarchies
This template provides a Pivot Table overview of the organizational structure based on where employees have been assigned. A percentage of the total number of employees is provided for the first 5 levels of the organizational hierarchy.
- Organizational Hierarchies Definitions
This template is very similar to the Organizational Hierarchies template except that it provides an overview of how organizational structures have been defined without reference to employee assignments.
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Salary Analysis
Parameters:Users are prompted to enter a date range when submitting this Kube. This Kube will pull in salary history for all person types with open assignments during the date range. Additionally, when available, the person’s salary for the end of each of the last three years is also provided (e.g. an employee’s salary history for January 2004 and their salaries ending 12/31/2001, 12/31/2002. and 12/31/2003 would be provided for a report run 1/1/2004-1/31/2004). And this Kube is most useful for analyzing salary history as well as examining specific salary details. Compensation ratio analysis and salary trending are two examples of reports that can be built with this Kube.
- Compensation Ratio Analysis
This template provides a Pivot Table breakdown of salaries by grade. For each grade a count of employees within that grade is provided along with minimum, average, and maximum ranges for the salaries. An average of compensation ratios for that grade is also provided.
- Salary Analysis
This template provides a Pivot Table breakdown of salaries by EEO category. A high and low salary is provided along-side average years of service and average salary.
- Salary Transactions
This template provides a Pivot Table breakdown of how salaries have changed in the organization within the date range. A starting and ending total salary for each organization is provided as is the change amount.
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Employee W4 Information
Parameters: Users are prompted to enter Business Group, Date Range, Tax Type and Assignment Status Type. This Kube will extract the W4 Information for given date range. This will include Federal, State, City, County and School Information. Four (4) Delivered Excel Templates with multiple tabs.
- Employee W4 Information - Federal.xlt
Full Name, SSN, Assignment Status, Assignment Number, Effective Start Date, Effective End Date, SUI State Name, SUI Jurisdiction Code, Additional WA Amount, FIT Filing Status, FIT Override Amount, FIT Override Rate, Withholding Allowances, Cumulative Taxation, EIC Filing Status, FIT Additional Tax, FIT Exempt, FUTA Tax Exempt, Medicate Tax Exempt, SS Tax Exempt, Statutory Employee, W2 Filed Year, Supplemental Tax Override Rate. Excessive WA Reject Date, Work State, Resident State, Working at Home flag, Multiple Percentage flag, Work County, Resident County, Work Locality Name, Resident Locality Name and Assignment_id.
- Employee W4 Information - State.xlt
Full Name, SSN, Assignment Status, Assignment Number, Effective Start Date, Effective End Date, State Name, Jurisdiction Code, Additional WA Amount, Filing Status, Remainder Percent, Secondary WA, SIT Additional Tax, SIT Override Amount, SIT Override Rate, Withholding Allowances, Excessive WA Reject Date, SDI Exempt, SIT Exempt, SIT Optional Calculation Code, State Non-Resident Certificate, SUI Exempt, WC Exempt, SUI Wage Base Override Amount, Supplemental Tax Override Rate, State Working at Home Flag, SIT Withheld flag, Resident Tax Override In Effect flag, Work Tax Override in Effect flag, Exemption Amount, Further State Tax and Assignment_Id.
- Employee W4 Information - County.xlt
Full Name, SSN, Assignment Status, Assignment Number, Effective Start Date, Effective End Date, State Name, County Name, Additional WA Rate, Filing Status, Jurisdiction Code, LIT Additional Tax, LIT Override Amount, LIT Override Rate, Withholding Allowances, LIT Exempt, SD Exempt, HT Exempt, School District Code,, Resident Tax Override In Effect flag, Work Tax Override in Effect flag, Work at Home flag, Occupational Privilege Exempt, LIT Withheld Flag and Assignment_Id.
- Employee W4 Information - City.xlt
Full Name, SSN, Assignment Status, Assignment Number, Effective Start Date, Effective End Date, State Name, County Name, City Name, Additional WA Rate, Filing Status, Jurisdiction Code, LIT Additional Tax, LIT Override Amount, LIT Override Rate, Withholding Allowances, LIT Exempt, SD Exempt, HT Exempt, School District Code, Resident Tax Override In Effect flag, Work Tax Override in Effect flag, Work at Home flag, Occupational Privilege Exempt, LIT Withheld Flag and Assignment_Id.
- Employee W4 Information - School.xlt
Full Name, SSN, Assignment Status, Assignment Number, Effective Start Date, Effective End Date, State Name, County Name, City Name, Additional WA Rate, Filing Status, Jurisdiction Code, LIT Additional Tax, LIT Override Amount, LIT Override Rate, Withholding Allowances, LIT Exempt, SD Exempt, HT Exempt, School District Code, Resident Tax Override In Effect flag, Work Tax Override in Effect flag, Work at Home flag, Occupational Privilege Exempt, LIT Withheld Flag and Assignment_Id.
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