Generating IPEDS Reports
This topic provides information on the various IPEDS reports that can be generated in Anthology Finance & HCM.
Prerequisites
-
Ensure the IPEDS prerequisites are configured. For details, see Configurations for IPEDS Reports.
Roles and Privileges
CMC: IPEDS administrator / System administrator
Users must have the CMC: IPEDS administrator role to generate the IPEDS reports.
Users will be able to generate the IPEDS reports, if in addition to the CMC: IPEDS administrator role they have any or a combination of the following roles:
- Human resource assistant
- Human resource manager
- Compensation and benefits manager
- Payroll administrator
- Payroll manager
- Employee
- Manager
- CMC: Payroll chief supervisor
Access Method
Click Modules > Human resources > IPEDS > <Report name>
IPEDS Reports
Following are the IPEDS reports that can be generated in Anthology Finance & HCM to view specific IPEDS data:
Full-time instructional staff by academic rank
This report displays the number of full-time instructional staff at the institution from the academic rank (e.g., professor, associate professor, etc), gender and race/ethnicity standpoints filtered by the faculty status and contract status. Instructional staff refers to individuals whose primary occupation includes instruction at the institution.
The following table provides information about filters that are used for building the report:
|
Field |
Description |
|---|---|
|
As of date |
Select or enter a date to display information about staff with active positions on the date you specify. |
|
Faculty status |
Select a Faculty status to filter the records to be displayed on the report. It has the following values:
|
|
Contract status |
Select a Contract status to filter the records to be displayed on the report. Note: This field is available for selection only when the user selects the Not on tenure track/NoTenure system option in the Faculty status field. It has the following values, that are linked with the Not on tenure track/NoTenure system Faculty status:
|
Staff totals by gender and race/ethnicity
This report displays the total number of staff at the institution from the gender and race/ethnicity standpoints filtered by the employment status and the instructional status.
The following table provides information about filters that are used for building the report:
|
Field |
Description |
|---|---|
|
As of date |
Select or enter a date to display information about staff with active positions on the date you specify. |
|
Employment status |
Select whether data from part-time staff or full-time staff will be displayed on the report. |
|
Instructional status |
Select whether data from instructional staff, non-instructional staff or both will be displayed in the report. |
|
Show Details |
Select the Show details drop down to view two options: Summary - Select this option to view the consolidated totals for each race/ethnicity. This is the default option. Details - Select this option to view the breakdown for each race/ethnicity. |
Staff by faculty status and occupational category
This report displays the number of staff at the institution from the occupational category and the faculty status standpoints, and filtered by the employment status, instructional status and medical school status. Information displayed in the report can be grouped by the medical school status.
The following table provides information about filters that are used for building the report:
|
Field |
Description |
|---|---|
|
As of date |
Select or enter a date to display information about staff with active positions on the date you specify. |
|
Employment status |
Select whether data from part-time staff or full-time staff will be displayed on the report. |
|
Instructional status |
Select whether data from instructional staff, non-instructional staff or both will be displayed on the report. |
|
Medical school status |
Select whether data from medical school staff, non-medical school staff or both will be displayed on the report. |
|
Group by medical school status |
Select whether information that is displayed in the report will be grouped by the medical school status.
|
|
Show Details |
Select the Show details drop down to view two options: Summary - Select this option to view the consolidated totals for staff by tenure status and occupational category/subcategory. This is the default option. Details - Select this option to view the breakdown for staff by tenure status and occupational category/subcategory. |
Staff by assigned position
This report displays the number of staff at the institution from the occupational category and the faculty status standpoints filtered by the employment status.
The following table provides information about filters that are used for building the report:
|
Field |
Description |
|---|---|
|
As of date |
Select or enter a date to display information about staff with active positions on the date you specify. |
|
Employment status |
Select whether data from part-time staff or full-time staff will be displayed on the report. |
|
Show Details |
Select the Show details drop down to view two options: Summary - Select this option to view the aggregate total count for each function/occupational activities. This is the default option. Details - Select this option to view the breakdown for each function/occupational activity. |
Staff totals by assigned position
This report displays the total number of staff at the institution from the occupational category and the employment status standpoints.
The following table provides information about filters that are used for building the report:
|
Field |
Description |
|---|---|
|
As of date |
Select or enter a date to display information about staff with active positions on the date you specify. |
|
Show Details |
Select the Show details drop down to view two options: Summary - Select this option to view the aggregate total count for each function/occupational activities. This is the default option. Details - Select this option to view the breakdown for each function/occupational activity. |
Staff worksheet
This report displays the number of staff for calculation of the total number of months (Contract length) filtered by the employment status and the instructional status.
The following table provides information about filters that are used for building the report:
|
Field |
Description |
|---|---|
|
Date |
Select or enter a date to display information about staff with active positions on the date you specify. |
|
Instructional staff filter |
Select whether data from instructional staff, non-instructional staff or both will be displayed on the report. |
|
Employment status |
Select whether data from part-time staff or full-time staff will be displayed on the report. |
|
Show Details |
Select the Show details drop down to view two options: Summary - Select this option to view the consolidated data in the report. This is the default option. Details - Select this option to view the breakdown for each category. |
Salary worksheet
This report displays the number of staff for calculation of the total number of months (Contract length) filtered by the employment status and the instructional status.
The following table provides information about filters that are used for building the report:
|
Field |
Description |
|---|---|
|
Date |
Select or enter a date to display information about staff with active positions on the date you specify. |
|
Instructional staff filter |
Select whether data from instructional staff, non-instructional staff or both will be displayed in the report. |
|
Employment status |
Select whether data from part-time staff or full-time staff will be displayed in the report. |
Salary outlays by academic rank
This report displays salary outlays for staffs at the institution from the academic rank standpoint filtered by the employment status and the instructional status.
Note: The employee compensation fixed plan(base pay) is used for generating the Salary outlays report.
The following table provides information about filters that are used for building the report:
|
Field |
Description |
|---|---|
|
Date |
Select or enter a date to display information about staff with active positions on the date you specify. |
|
Instructional staff filter |
Select whether data from instructional staff, non-instructional staff or both will be displayed in the report. |
|
Employment status |
Select whether data from part-time staff or full-time staff will be displayed in the report. |
|
Show Details |
Select the Show details drop down to view two options: Summary - Select this option to view the aggregate total count for each salary outlay by gender and academic rank. This is the default option. Details - Select this option to view the breakdown for specific details attributing to that aggregate total. |
Salary outlays by occupational category
This report displays salary outlays for staff at the institution from the occupational category standpoint filtered by the employment status and the instructional status.
Note: The employee compensation fixed plan(base pay) is used for generating the Salary outlays report.
The following table provides information about filters that are used for building the report:
|
Field |
Description |
|---|---|
|
Date |
Select or enter a date to display information about staff with active positions on the date you specify. |
|
Instructional staff filter |
Select whether data from instructional staff, non-instructional staff or both will be displayed in the report. |
|
Employment status |
Select whether data from part-time staff or full-time staff will be displayed in the report. |
|
Show Details |
Select the Show details drop down to view two options: Summary - Select this option to view the aggregate total count for each salary outlays by occupational category. This is the default option. Details - Select this option to view the breakdown for specific details attributing to that aggregate total. |
