University of California, Riverside

Human Resources Data Warehouse



Headcount/FTE by Bargaining Unit


This report will show a Headcount and the Full Time Equivalents (FTE) of staff employees (non academic) by Collective Bargaining Units. The report will show a count of each Collective Bargaining Unit by Appointment Type (including Career, Limited, Casual Restricted, Per Diem, Contract.)

The report has 2 sections:
Section 1: Provides the Headcount of employees by Appointment Types and Bargaining Units.
Section 2: Shows the cumulative percentage to come up with the FTE. (for example, if one employee is .75 and another is 1.0 then FTE is 1.75).

The report will include employees in the Headcount as long as the employee is an active employee regardless of distribution percentage.

Counts from both reports can be shown by organization, division within the organization, and department within division.

Using the Report Return to Top
In this report, the latest Fiscal Year and Accounting Period are selected by default.

Users may change the Fiscal Year Accounting Period and then further select Organization, Division, Department and Activity by clicking on the hour glass symbol next to each item.

Users may then click on OK, the report will be generated on the page below. If you wish to export the generated report to Excel then please click on the Excel Icon below the report selection drop down box.

PPS Screens Return to Top
The PPS screens are organized so that an individual employee's data can be obtained by entering the employee's name or Id. To verify the data on the data warehouse reports using the PPS screens, each employee's name or ID from a group of employees(by org code or department, or division or activity) must be entered and each PPS screen listed must be interrogated. A count must be kept for each employee in order to summarize the counts and compare the counts to the counts of each report.

PPS Screens:
IGEN - Shows ethnic codes, employee status, sex code, hire date, separation date and other general information
IAPP - Shows Appointment and Distribution Data, this screen has FTE %, appointment
Type, grade, personnel program type, FAU, home department, bargaining unit
IPER - Shows employment service credit months

To reproduce this report in PPS go to screen IAPP and enter the employee id or employee name, check the TUC(title unit code) to determine what bargaining unit the employee is in , add up FTE% for this employee and add that to an FTE count by bargaining unit, add 1 to a head count by bargaining unit.

Repeat this iteration for each employee in the group of employees that you have selected.

Query Builder Steps - 2a Return to Top
To reproduce Collective Bargaining Unit 2a in the Query Builder select from the following in the Criteria and the Columns tabs:

Criteria Tab

Fiscal/Year section
- Fiscal Year
- Accounting Period

Scope section
- Organization, Division, and Department

Employee Info
- Select Employment Status Code equal to A, N or P
- Select the Bargaining Unit Code (e.g. 99)

Appointment/Distribution Info section
- Select Appointment Type Code according to the table provided below

Columns Tab

Employee section
- Select Employee ID, Employee Name
- Select Primary Title Code

Appointment section
- Select Title Code

Labor Relations section
- Select Bargaining Unit Code

-Export the results of the query into excel.
-Drop the rows where the Primary Title Code DOES NOT MATCH the Title Code from the Appointment Section

Query Builder Steps - 2b Return to Top
To reproduce Collective Bargaining Unit 2b in the Query Builder select from the following in the Criteria and the Columns tabs:

Criteria Tab

Fiscal/Year section
- Fiscal Year
- Accounting Period

Scope section
- Organization, Division, and Department

Employee Info
- Select Employment Status Code equal to A, N or P
- Select the Bargaining Unit Code (99)

Appointment/Distribution Info section
- Select Appointment Type Code according to the table provided below

Columns Tab

Employee section
- Select Employee ID, Employee Name
- Select Primary Title Code

Appointment section
- Select Appointment Number
- Select Percent Full Time
- Select Title Code

Labor Relations section
- SelectBargaining Unit Code

-Export the results of the query into excel.
-Drop the rows where the Primary Title Code DOES NOT MATCH the Appointment Title Code

Percent Full Time: Add up the percent full time to match it to the percent full time on report 2b for each Bargaining Unit Code.

Repeat the above steps for each group in Bargaining Unit and Appointment Type (Career, Career Limited, Career Restricted, Per Diem, Contract, Academic and Floater) according to the table below.

Appointment Type settings Return to Top

Career Limited CR PD Contract Academic Floater
Appt Type = 2, 7 Appt Type = 3 Appt Type = 4 Appt Type = 6 Appt Type = 1 Appt Type = 5 Appt Type = 8

 

More Information 

General Campus Information

University of California, Riverside
900 University Ave.
Riverside, CA 92521
Tel: (951) 827-1012

Department Information

Computing & Communications
Computing & Communications Bldg.

Tel: (951) 827-3555
Fax: (951) 827-4541
E-mail: helpdesk@ucr.edu

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