Add/Edit retro Distributions

 

The Personnel Distribution popup screen provides the ability to add retro salary distributions for employees when their percentage of allocation to a fund changes or the salary amount changes in the past.  The retro-salary changes will be tracked as an encumbrance from the point of the change until the month end close is run.

 

 


Add/Edit Distributions Main Screen Elements

The same distribution popup screen is used to add a new distribution and edit the already existing distribution splits.  The title for the page will change from the Edit distribution to Add distribution.  When used to editing a distribution, screen is populated with the distribution details.  The screen gives the option of toggle between the internal and external fund distribution.

 

Fields for Internal Funds:

Caption

Type

Description

Fund #

Text

Fund # from which the salary component is paid for the employee. When Fund # is entered, a tool tip shows the information about the PI, Sponsor, Budget Start/End dates, Legacy # and start and end dates are auto populated with the budget start/end dates.

Annual Rate

Text

Employee’s annual rate from this Fund #.

% Effort

Text

% Effort that employee puts on this project.

Start Date

Calendar Control

Distributions start date.

When adding a new distribution, user can enter select only the 1st or the 15th date of the month.

When trying to edit an existing distribution, value for start date is pre-populated with the Split (Distribution Split) Start Date.

End Date

Calendar Control

Distributions end date.

When adding a new distribution, user can enter select only the 14th or the end of the month as end date.

When trying to edit an existing distribution, value for end date is pre-populated with the Distribution end date.

Comments

Text

User Entered comments for the distribution.

Cancel

Button

Closes the popup without saving.

Save

Button

Saves the newly entered distributions in the backend.

 

Fields for External Funds:

Caption

Type

Description

Fund Source

Dropdown

List the external fund sources.

Title

Text

User enters a title for the external fund source, this gives the description to the external fund.

Annual Rate

Text

Employee’s annual rate from this Fund #.

% Effort

Text

% Effort that employee puts on this project.

Start Date

Calendar Control

Distributions start date.

When adding a new distribution, user can enter select only the 1st or the 15th date of the month.

When trying to edit an existing distribution, value for start date is pre-populated with the Split (Distribution Split) Start Date.

End Date

Calendar Control

Distributions end date.

When adding a new distribution, user can enter select only the 14th or the end of the month as end date.

When trying to edit an existing distribution, value for end date is pre-populated with the Distribution end date.

Comments

Text

User Entered comments for the distribution.

Cancel

Button

Closes the popup without saving.

Save

Button

Saves the newly entered distributions

Add/Edit Distributions Navigation

The navigation trail keeps track of the path that the user came in from to allow for easy ‘back’ access to where they came from.  Example:

 

Personnel Summary > Personnel Details

 

The Personnel Details page can be accessed from the following pages:

 

 

From Personnel Details, the user can navigate to the following pages: