The Personnel Summary screen provides information and tools to assist in the management of salary across a fiscal year by factoring the different beginning and ending of new research accounts. The summary screen provides high-level information such as employee ID, name, annual salary and effective date of the displayed salary amount. It also provides an interface to get into detailed information on a particular person and the ability to drill into additional reporting.
Collapsed Search Options
The following fields or criteria can be searched by default on the Personnel Summary page:
Caption |
Type |
Description |
Employee Last Name |
Text |
The last name of the employee |
Employee First Name |
Text |
The 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 |
Employee # |
Text |
Employee Number |
HR Department |
Drop Down List |
PeopleSoft departments name and number to which the user has access. |
Effective Salary Date From/To |
Text/Calendar Control |
Start and end pay dates for an employee |
View Employee with Salary Planned on Projects Ending in |
Drop Down List |
Selections are for funds ending in:
|
Job Code |
Text |
Job Code |
Pay Frequency Type |
Drop Down List |
Pay type for the employee. There are two pay types – ‘Monthly’ and ‘Weekly’. |
Status |
Drop Down List |
Valid selection list includes:
|
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 |
Employee Id |
Link |
Displays the Employee identification number. This links to the Personnel Details page for the selected employee. |
Record # |
Text |
Record number for the job code; different jobs for the same person will have different record numbers. |
Status |
Text |
Employee status is displayed. |
Division |
Text |
Displays the PeopleSoft HR Division to which the employee belongs for this record. |
Last Name |
Link |
Displays the last name of the employee as in the PeopleSoft HR system. The link takes the user to the Personnel Details page |
First Name |
Link |
Displays the first name of the employee as in the PeopleSoft HR system. The link takes the user to the Personnel Details page |
Pay Frequency Type |
Text |
Pay type for the employee. There are two pay types – ‘Monthly’ and ‘Weekly’. |
Job Code |
Text |
The employee’s job code as in the PeopleSoft HR system. |
Annual Rate |
Link |
Reflects the annual salary for the employee. This links to the Salary Grid for the selected employee. |
Eff. Date |
Text |
Date from which the current salary for the employee is effective. |
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. |
Reports can be downloaded by clicking on the available download links.
Download to Excel
Download to PDF
The Personnel Summary page can be accessed from the following pages:
Sub-modules
By clicking the Personnel Summary tab from the following pages:
Salary Grid
Exception Report
Payroll Report
Expired Fund Report
Labor Distribution
From Personnel Summary, the user can navigate to the following pages:
Sub-Modules
Salary Grid
Exception Report
Payroll Report
Expired Fund Report
Labor Distribution
Links
Personnel Details Page, by clicking on the ‘Employee ID’ link.
Personnel Details Page, by clicking on the ‘Last Name’ link
Personnel Details Page, by clicking on the ‘First Name’ link
Salary Grid, by clicking on the ‘Annual Rate’ link.