Expired Fund Report lists all of the employees that the HR manager has access to where the project end date has ended or is ending in 30/60/90 days.
Collapsed Search Options
The following fields or criteria can be searched by default on the Expired Fund Report page:
Caption |
Type |
Description |
Employee Last Name |
Text box |
Last Name of the employee |
Employee First Name |
Text box |
First Name of the employee |
Advanced Search Options
When the user navigates to this page, by default the search panel is collapsed. The search panel can be expanded to show additional search criteria. The ‘Advanced Search Options’ include the following expanded search criteria:
Caption |
Type |
Description |
Effective Salary From/To |
Calendar Control |
|
View Employee with Planned Salary Project Ending in |
Drop Down List |
Selections are for funds ending in:
|
Fund # |
Text |
The PeopleSoft fund number |
Icon Search Options
This page allows searching by a particular Principal Investigator. Click on the Principal Investigator (PI) icon to launch a pop-up window with Principal Investigator names. Once selected, the window will close and the selection criteria displays. Select additional search criteria from the search options and click the ‘Search’ button to complete the process.
Caption |
Type |
Description |
PI |
|
Search based on an investigator’s agreements for which the logged in user has access |
Search |
Button |
Performs the search based on all entered search criteria and returns the results to the search results grid section of the page. |
Clear Selections |
Button |
Clears all records that were displayed based on the search criteria and the picker selection. Shows the default view of the page. |
Caption |
Type |
Description |
Fund # |
Text |
Fund number to which salary will be charged |
Project End Date |
Date |
End date of the project |
Employee Name |
Text |
Name of employee for salary distributions |
Allocation Start Date |
Date |
Distribution start date |
Allocation End Date |
Date |
Distribution end date |
Salary Allocated |
Text |
Amount of salary to be charged to the fund |
HR Dept |
Text |
PeopleSoft departments name and number |
Reports can be downloaded by clicking on the available download links.
Download to Excel
Download to PDF
The Expired Fund Report page can be accessed from the following pages:
Sub-Modules
From below screens clicking Expired Fund Report tab:
Personnel Summary
Salary Grid
Labor Distribution
Payroll Report
Exception Report
From the Expired Fund Report, the user can navigate to the following pages:
Sub-Modules
Personnel Summary
Salary Grid
Payroll Report
Exception Report
Labor Distribution