SAFA Employees - ARGOS Report Instructions - Employee Development

Thank you for your email. At Employee Services we don't have too much access regarding the SAFA Professional Development so please login to ARGOS see below guidelines:

Terminology:

Dashboard: Refers to the landing page containing the parameter, query box, and report selection.

Report: Refers to the PDF report appended to the dashboard. The SAFA Professional Development dashboard has one PDF report which will provide a nice-looking one page summary of each employees balance versus spend.

Parameters:

Employee Search (ID/Name): In this parameter you can search for part of the ID/name or the full thing. A suggestion is to search either the first name or last name not both.
Run Query: This button will return results in the query box under the button. This is simply a dump of the data. To see a nice looking PDF report per employee, please select the report from the drop down at the top of the screen.

Fields on the Reports / Dashboard:

Only certain authorized personnel can produce results:

SAFA employees can see themselves
Leaders of SAFA employees can see the SAFA employees that report to them.
Administrative Assistant I and II can see SAFA staff in their own school.
Finance staff can see all SAFA employees.

SAF employees only: This includes employee class S0 and S1 (SAFA permanent / SAFA temporary)

Employee Statuses that are filtered out:

Terminated
On leave without pay with benefits
On leave without pay without benefits

Primary Job only: All calculation and fields are based on the employees’ primary job.

Amount Spent on PD Accounts: The amount spent is based on transactions coded to the employee and has:

Account code of 215012 OR
Account code of 705001 AND Activity code 2000425

Some Logic / Calculations:

Eligibility start date is determined by:

If permanent: it’s July 1 of the year of your Job earliest start date. This includes previous SAIT SAFA jobs if gap in service did not exceed 90 days).
If temporary: it’s July 1 of the year of your Job start date + 1 year (probation period). This includes previous SAIT SAFA jobs if gap in service did not exceed 90 days).

Current eligibility period is based on the eligibility start date over 2 year periods of time.

Running a PDF Report:

Note: The following directions are for the Argos Web Viewer version of Argos:

Select your desired parameters.
Select a report from the drop down at the top:

Graphical user interface, text, application, emailDescription automatically generated

The SAFA Professional Development displays one page per employee. It has a summary of balance and spend amounts and broken out by transaction detail.

Click the Run button next the the report after it is selected.

Dashboard Query Box:

This section is used for users who simply want a CSV version of the report for analysis.

Select your desired paramters.
Click on the Run Query button.
Select “Export All to CSV” from the bottom right of the query box to export to Excel:

If you have any further questions, email Finance.Reports@sait.ca

Thanks so much,