Tables and Data Elements   Human Capital Management Home   Data Warehouse Home

Human Capital Management Collection Snapshots

The Human Capital Management (HCM) collection snapshot tables were created to facilitate historical reporting of person (workers and affiliates), position, and appointment data. The snapshots capture the person, position, appointment, or related record as it appeared on last day of the accounting period. All users of the Human Capital Management data collection are welcome to use the snapshots; the standard data collection security applies to all queries of these tables as well.

Snapshots table names vary slightly from their source table, due to name length constraints:

Table	Snapshot Name
HCM_ACAD_APPOINTMENT	HCM_ACAD_APPO_SNAP
HCM_ACADEMIC_UNIT	HCM_ACAD_UNIT_SNAP
HCM_GRAD_GROUP_COMMITTEE	HCM_GRAD_GROUP_COMM_SNAP
HCM_JOB_FAMILY	HCM_JOB_FAMI_SNAP
HCM_ONE_TIME_PAYMENT	HCM_ONET_PAYM_SNAP
HCM_PAP_COSTING	HCM_PAP_COST_SNAP
HCM_PARENT_ACADEMIC_UNIT	HCM_PARE_ACAD_UNIT_SNAP
HCM_PARENT_SUPERVISORY_ORG	HCM_PARE_SUPE_ORG_SNAP
HCM_PERSON_V	HCM_PERS_SNAP_V
HCM_PERSON_ADDRESS	HCM_PERS_ADDR_SNAP
HCM_PERSON_CITIZENSHIP_STATUS	HCM_PERS_CITI_STAT_SNAP
HCM_PERSON_EDUCATION	HCM_PERS_EDUC_SNAP
HCM_PERSON_LEAVE_OF_ABSENCE	HCM_PERS_LEAV_OF_ABSE_SNAP
HCM_PERSON_PASSPORT	HCM_PERS_PASSPORT
HCM_PERSON_RACE_ETHNICITY	HCM_PERS_RACE_ETHN_SNAP
HCM_PERSON_VISA	HCM_PERS_VISA_SNAP
HCM_POSITION	HCM_POSI_SNAP
HCM_POSITION_COMPENSATION	HCM_POSI_COMP_SNAP
HCM_POSITION_COSTING	HCM_POSI_COST_SNAP
HCM_SUPERVISORY_ORG	HCM_SUPE_ORG_SNAP

 

• The columns included in the snapshot tables are identical to those in the current HCM collection tables, with the addition of columns to identify the accounting period of the snapshot. These columns are:
  

  Fiscal_Year
  Fiscal_Month_Seq
  Fiscal_Sort_Seq
  Accounting_Period
  Calendar_Year
  Calendar_Month

• Human Capital Management collection snapshots are taken on a monthly basis, after the end of the accounting period but before any new transactions have been posted in the new period.

• The data goes as far back as the implementation of Workday Human Capital Management at Penn for the JUL-19 accounting period, in fiscal year 2020, and continues from that point, through the most recent closed period.

• Since the snapshots capture data at the end of each period, data changes are picked up as they occur. These changes are not applied to previous periods, to preserve the accuracy of the snapshot as a view of the data at a point in time. There may therefore be cases where data (such as a birthdate) appears incorrectly in an early period, and appears correctly in later snapshots after it was corrected in the source system.

• Following the retirement of PennWorks and the mainframe Personnel/Payroll system in July 2019, the legacy Salary Management collection and its snapshot tables will remain available for historical analysis.  Only select columns in the EMPLOYEE_SNAP table (and the EMPLOYEE_GENERAL_SNAP view) and the JOB_CLASS_SNAP table (and JOB_CLASS_SNAP will be updated with Workday data, to support longitudinal and cross collection reporting.

• PennID updates are applied to all collection tables (the regular tables and their snapshots), so users can join properly on PennID over time.
  

• Since HCM_WORKER_PAYMENT and HCM_WORKER_ENCUMBRANCE are designed to support filtering and aggregation by fiscal and calendar periods, there are no additional snapshot versions of those tables.

Human Capital Management (HCM) SnapshotsUniverse

A special Business Objects universe, Human Capital Management (HCM) Snapshots is available for querying the snapshot tables. The snapshot version is structured very similarly to the Human Capital Management (HCM) universe, with Fiscal_Sort_Seq included in the joins between the tables.

You can re-direct Human Capital Management (HCM) universe queries to the snapshot universe, so long as all the result objects and conditions from your query exist in the universe to which you'd like change. Follow the FAQ for guidance on switching a query to different universe.

Tables and Data Elements   Human Capital Management Home   Data Warehouse Home