Personnel Details

 

The Personnel Details screen is designed to provide a forecasted and retro view of an individual with salary distributions by the fiscal year.  When the data is loaded into Insight from PeopleSoft HR, end dates to the fund distributions are applied based on the budget end date of the fund.  Each time a fund is added or removed, total compensation for that period is validated against the individual’s overall salary, highlighting potential deficits in the coming months.  Messages alert the manager to under or over allocations for a particular time period.  The view shows all salary periods and the distributions related to each.

Personnel Details Screen Shots

 

Personnel Details Main Screen Elements

The page is divided into 3 main sections:

Personnel Details (Header) - Personnel Details containing employee name, job code, HR department code, status, title, academic title and employee identification number as well as a fiscal year selection

Caption

Type

Description

Name

Text

Employee name

Job Code

Text

Employee Job Code

HR Dept.

Text

HR Department to which the employee belongs; this information is extracted from the PeopleSoft HR system.

Status

Text

Job status of the employee

Title

Text

Employee’s title as mentioned in the PeopleSoft HR system.

Academic Title

Text

 

The employee’s academic title

Employee ID#

Text

Employee ID.

Rec #

Text

Record # for the job code; different jobs for the same person will have different record numbers.

Edit

Button

Allows for edit of the academic title.

View by Fiscal Year

Dropdown

Fiscal year for which this information is displayed.

Defaults to current fiscal year and then to the currently edited fiscal year.

 

Annual Salary - Annual Salary shows the annual salary, effective date and by whom the change was made and when.

Caption

Type

Description

Salary

Text

Annual Salary for the employee

Effective  Date

Text

Date from which the current salary for the employee is effective.

Edited By

Text

Displays the User Name responsible for changing this record. For all records prior to being managed by Insight, ‘iBridge’ is recorded in the Edited By column.

Edit Date

Text

Date on which the record was changed.

Edit

Button

Gives the option to edit the record.

Add Salary

Button

Gives the option to add a new salary component for the employee. Puts a new editable column to add salary.  Cancel and Update (save) are option buttons.

 

Salary Sources Summary - Salary Sources Summary highlights messages on funding and effort allocations, as well as a view of the funding distribution by fund number, project title, annual rate, start and end dates, % effort, to be paid (actual amount to be charged to the fund), edited by and the date of that change. It shows the summary message first e.g. – salary sources 01/01/04, annual salary, Current Salary, % efforts. If there is an issue this line will mark it in red and show it. By default all active or greater than current date are expanded by default.

Caption

Type

Description

Salary Sources date,  Current Salary

Label

If there is any problem in the allocation or salary planning, this will be in red

Fund #

Text

Fund number from which the salary component is paid for the employee.

Project Title

Text

Title of the Project for which the employee is working.

Annual Rate

Text

Employee’s annual rate for this Fund #.

Start Date

Text

Budget Start Date.

End Date

Text

Budget End Date.

% Effort

Text

% Effort for employee on this project.

To be Paid

Text

Amount in dollars that are to be paid to the employee from this fund. ((Annual Rate / 12) * (# of month on distribution))

Edited By

Text

Displays the User Name responsible for changing this record. For all records prior to being managed by Insight, ‘iBridge’ is recorded in the Edited By column.

Edit Date

Text

Date on which the record was changed.

Action

Button

Gives the option to edit or delete the record

Total

Text

Shows the total ‘Annual Rate’, ‘% Effort’ and ‘To Be Paid’

Add Distribution

Button

Pop-up.  Gives the option to add salary distributions to an employee. Distributions can be either research funds or outside funding sources, and the validations for each of those two types is slightly different. This allows users to add new records of employees to plan and encumber on research accounts before the individuals arrive at the institution.

Comments

Text

Displays comments that have been added

Personnel Details Export Options

By default, all the elements displayed in the page are exported to the formats below

 

Personnel Details 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: