Configurations for IPEDS Reports

This topic provides information on configuring the prerequisites for generating IPEDS reports in Anthology Finance & HCM.

For generating IPEDS reports, see IPEDS Reports.

1. Configure the Standard Occupational Classification Records

2. Configure Academic Ranks

3. Configure the IPEDS Reporting Data for Position Records

4. Configure IPEDS Reporting Data for Worker Records

Configure the Standard Occupational Classification Records

The Standard Occupational Classification (SOC) system helps institutions to classify employees and jobs for generating IPEDS reports. For details on the 2018 SOC system, see 2018 Standard Occupational Category Classification.

Steps to create an occupational category record

Note: Users performing this task must have the CMC: IPEDS administrator / System administrator role.

1. Click Human resources > Setup > IPEDS reporting > Standard occupational classifications.

2. Click New.

3. In the Occupational category field, enter a unique name for the occupational category.

   For further reference and a complete list of standard occupational classifications, see 2018 Standard Occupational Category Classification.

4. In the Code field, specify the standard code for the occupational category.

5. In the Description field, enter a short explanation for the category.

6. Select the Enable academic rank check box for the following IPEDS occupational categories:

   • Instructional staff

     • Primarily Instruction

     • Instruction Combined with Research and/or Public Service

7. In the Type field, select a type for the occupational category. It can have one of the following values:
   • Major
   • Minor
   • Broad
   • Detailed

8. In the Parent code field, select the parent occupational category if the Type field is not Major.

9. In the Title field, specify a title for the occupational category.

10. In the Group field, select a group.

    Note: The groups are configured in the Standard occupational classification groups page (under Human resources > Setup > IPEDS reporting > Standard occupational classifications groups).

11. Click Save.

    A standard occupational category (SOC) record is created.

12. Repeat steps 2 through 11 to create additional occupation categories.

Configure Academic Ranks

Academic rank records must be configured for the occupational categories of type Instructional staff.

Steps to create an Academic rank record

Note: Users performing this task must have the CMC: IPEDS administrator / System administrator role.

1. Click Human resources > Setup > IPEDS reporting > Academic ranks.

2. Click New.

3. In the Academic rank field, enter a unique name for the academic rank.

4. In the Description field, enter a short explanation for the type.

5. In the Academic rank type field, select a rank type.

   Note: It is necessary to have at least one academic rank of the following predefined category types:

   • Professor
   • Associate professor
   • Assistant professor
   • Instructor
   • Lecturer

6. Select the Enable subcategory check box only for the academic ranks of type Instructor.

   Selecting the Enable subcategory check box adds a drop-down list for the Subcategory field in the IPEDS reporting tab in the Position form with the following predefined values:

   • Exclusively Credit
   • Exclusively Not-For-Credit
   • Combination Credit/Not-For-Credit)

7. Click Save.

Configure the IPEDS Reporting Data for Position Records

Prerequisites

• Create position records

• Create SOC Records

• Create Academic Ranks

Steps to configure IPEDS reporting data for position records

Note: Users performing this task must have the CMC: IPEDS administrator / System administrator role.

1. Navigate to the Positions page (under Human resources > Positions > Position).

2. Click on a position record to view the Position page.

3. Click the Changes timeline > Manage changes.

4. In the Manage changes page, click the IPEDS reporting tab, and update the values of the following fields:

   1. Occupational category

      Note: The values for this field is populated from the SOC configuration.

   2. Academic rank

      Note: The values for this field is populated from the Academic ranks configuration.

   3. Subcategory

      Note: The values for this field is populated from the Academic ranks configuration

   4. Employment status - Full-time / Part-time

   5. Graduate Assistant

      Note: When this field is selected, the Employment Status is automatically set to Part-time.

   6. Instructional staff

   7. Medical Staff

5. Click Save and close the Manage changes page.

Configure IPEDS Reporting Data for Worker Records

Prerequisites

• Create position records

• Create worker records

Steps to configure IPEDS reporting data for worker records

Note: Users performing this task must have the CMC: IPEDS administrator / System administrator role.

1. Navigate to the Workers page (under Human resources > Workers > Workers).

2. Click on a worker record to view the worker details.

3. Click the IPEDS reporting tab.

4. In the Worker information section, click Add, and specify values for the following fields:

   1. Include / Exclude
   2. Position
   3. Faculty status
   4. Contract status
   5. Contract length (in months)
   Note: Following table provides the mapping between the Faculty status and Contract status fields:

   Faculty status	Contract status
   Tenure	Not Applicable
   On Tenure Track	Not Applicable
   Not On Tenure Track	Multi-year or Continuing or At will contract Annual Contract Less than Annual Without Faculty Status
   Without Faculty Status	Not Applicable

5. Click Save and close the page.