The Exception Report shows exceptions or issues with personnel salary and distribution for the current month and any unresolved exceptions. This report will enable users to resolve the errors prior to the deadline for payroll reporting which would be the next Payroll Report date.
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 box |
Last Name of the employee |
Employee First Name |
Text box |
First Name of the employee |
Payroll Report Date |
Dropdown |
Month for which salary changes should be generated |
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 |
Exception Messages |
Drop Down List |
Drop Down List filter by exception type including:
|
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 |
Employee Name |
Link |
Employee name. Link leads to Personnel details page |
Employee ID |
Text |
Employee ID. |
Rec # |
Text |
Job ID |
Effective |
Text |
Effective date when a change should have taken place |
Reports can be downloaded by clicking on the available download links.
Download to Excel
Download to PDF
The Exception Report page can be accessed from the following pages:
Sub Modules
By clicking the Exception Report tab from the following pages:
Personnel Summary
Salary Grid
Personnel Details
Expired Fund Report
Payroll Report
Labor Distribution
From the Exception Report, the user can navigate to the following pages:
Sub-Modules
Personnel Summary
Salary Grid
Expired Fund Report
Payroll Report
Labor Distribution
Link
Personnel Details page, by clicking on the ‘Employee Name’