Labor Distribution (Agreements)

 

This page displays the salary commitments and expenditures for a specific fund.  It will inventory everyone who has been paid off of the fund as well as those currently obligated to be paid off the fund.  The report will also factor in the appropriate fringe rates for an overall personnel obligation to the fund. 

 

Using feeds from Human Resources, Insight encumbers the salary costs of an individual through the end of the budget period for all of those current allocated to draw their salary from the fund.  If the budget period has ended, the report will obligate the salary to the fiscal year end or the project end (whichever is sooner).   Once the project end date has passed, salary commitments will remain encumbered until the individual’s pay distribution is removed from the fund in the Human Resources system.

 

The purpose of this page varies depending on where the user is navigating from. The user can navigate here from both the Agreements module and the Personnel module (if the user has the security privileges).

 

From the Agreements module, navigation to Labor Distribution from the Salary Overview page, by clicking on any Paid to Date link, is based on one person to date on one fund. 

 

Navigation to Labor Distribution from the Budget Overview page provides data based on one or many funds.  Clicking on the aggregated ‘Expensed to Date’ link in the Salaries & Wages category, will show all the people and what they have been paid on all accounts within the set of funds that we aggregated by the Budget Overview page.  Clicking on the ‘Expensed to Date’ link in the list of Salaries & Wages categories, will display the data for one specific account, which may or may not have many funds. 

 

Navigation to Labor Distribution from the Expense Overview page will display data based on a date range.  The data will be all the people paid on all the funds within that date range.

 

Note:  See the Navigation section of this chapter for more information on how the data is accessed and displayed through navigation into the Labor Distribution page.

 

Labor Distribution (Agreements) Screen Shot

 

Labor Distribution (Agreements) Main Screen Elements

Caption

Type

Description

Name

Text

Name of the employee paid on a fund

Fund #

Text

The PeopleSoft fund number. 

Earnings Code

Text

Defines whether the pay was for regular work hours, overtime, etc.

Job Code

Text

Employee’s job code.

Pay Date

Text

Displays the date the employee was paid (column heading in format MM/YYYY)

 

 

Retro-Adjustment Date

 

Text

 

Date for which a salary adjustment was made

Pay Amount

Text

Displays the amount of money the employee was paid for each week in a month

 

Labor Distribution (Agreements) Export Options

Reports can be downloaded by clicking on the available download links.

 

 

 

Field

Formula if any

Name

Name of the employee paid on a fund

Fund #

The PeopleSoft fund number. 

Earnings Code

Defines whether the pay was for regular work hours, overtime, etc.

Job Code

Employee’s job code.

Pay Date

Displays the date the employee was paid (column heading in format MM/YYYY)

Retro-Adjustment Date

Date for which a salary adjustment was made

Pay Amount

Displays the amount of money the employee was paid for each week in a month

Labor Distribution (Agreements) 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. 

 

Financial Summary >> Salary Overview >> Labor Distribution

Financial Summary >> Budget Overview >> Labor Distribution

Financial Summary >> Expense Overview >> Labor Distribution

 

 

The Labor Distribution page can be accessed via links from the following pages within the Agreements module:

 

 

From Labor Distribution page the user can navigate to the following pages: