Dylan's BI Study Notes

My notes about Business Intelligence, Data Warehousing, OLAP, and Master Data Management

HR Reporting

Posted by Dylan Wan on January 16, 2017

HR is an important business function in any company.  It supports business growth.  It also satisfies the compliance requirements.  Reports are required for supporting the HR functions.

Typical HR Reporting Requirements

HR reports are surrounding the HR function:  Human Resource Planning, Recruitment and Selection, Orientation and Training, Performance Appraisal, Compensation and Benefit.

They serves many different roles and thus having different ways to slice and dice the data.

  • Personal Information: Demographics, Education, Job, Location, Manager, Shift, Salaries, Payroll, Skills, Benefit
  • Personal Information Changes – Before and After for audit and review
  • New Hire – Who are they?  Where we are in the hiring status?  When they will start?  Temporary or Employment?  Full Time or Part Time, New Hire or Rehire? Have they attended the orientation?   Are they getting sign-on Bonus?  Are they getting stock options?
  • Allowance – Who got the allowance?  How much?  How it was calculated?
  • Transfer – internal transfers, what is the releasing org? which org the person is moving to?
  • Assignment – Global, special assignments, start date, end date, purpose, etc.
  • Training – Who take training?  What training? Compliance Status
  • Termination – Who have left?  Who is leaving?  When?  Last Payroll date?

Challenges

I found that HR reporting is somewhat challenging:

1. Data Security / Entitlement

HR information is sensitive.  The data need to be shared in different ways, hierarchical, or non-hierarchical.  Some of them are part of management reporting while others are administrative.

2. Encryption

3. Near Real Time Information Needs:  You can not wait for daily update.  Typically the data needs to be reported within few hours, if not immediate.

3. Near Real Time Data feed:  The data coming into the reporting system is always near real time.

4. Delta Reporting – No need to report all the old data.  People are interested in “what’s new?” The report is representing the job queue for administrators.

5. Date Effectivity  – Data are effectively dated

6. Historical Data – As Of Date – Sometime, you need to be able to support the view of historical transactions

7. Deletion / Soft-Delete – Data needs to be accurate.

8. Global View of Local Data

9. Currency – Display and Currency Conversion

10. Data Structure – Nested and Flattened data

11. Time Series

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