This page displays the planned salary expenses for an aggregated list of agreements. It shows the fund numbers from which people are paid and how much they are paid from a particular fund. It also details start and end date and other information such as monthly rate, committed salary, fringe rate, committed fringe and % effort on a project. Salary Overview provides the ability for the salary commitments to be viewed for an investigator or organization.
Collapsed Search Options
The following fields or criteria can be searched by default on the Salary Overview page:
Caption |
Type |
Description |
Last Name |
Text |
Search on last name to find a person’s charged salary expenses on a specified fund |
First Name |
Text |
Search on first name to find a person’s charged salary expenses on a specified fund |
Advanced Search Options
By clicking on the ‘Advanced Search Options’ link, the following expanded search criteria are available:
Caption |
Type |
Description |
Salary on Funds Ending |
Drop Down List |
Projects ending in 30/60/90 days where salary commitments are still planned |
Pay From/To |
Text or Calendar Control |
Review salary payments for individuals during a certain time period |
Employee Id |
Text |
Search on an individual’s Partners employee number to report salary expenses on a project(s) within the user’s collection of funds. |
Caption |
Type |
Description |
As of Date |
Label |
Displays the current date or the date user entered to search |
Last Salary Post |
Label |
The last date when the Salary data was received |
# Records |
Label |
Displays total number of records found based on the search criteria |
Last Name |
Text |
Last name of the employee |
First Name |
Text |
First name of the employee |
Fund # |
Text |
The PeopleSoft fund number |
Annual Rate |
Text |
Displays the annual rate of employee |
Start Date |
Text |
Start date of planned salary |
End Date |
Text |
End date of planned salary |
Monthly Rate |
Text |
Rate at which salary to be paid every month |
Months Remaining |
Text |
Number of months remaining for employee |
Committed Salary |
Text |
Calculated as: (Monthly Rate * Month Remaining) |
Fringe Rate |
Text |
The rate at which additional salary charges will be posted based on job code |
Committed Fringe |
Text |
Committed Salary * Fringe Rate |
Total Committed |
Text |
Committed Salary + Committed Fringe |
Paid To Date |
Link |
Actual salary amount paid to-date. Links to Labor Distribution page |
Sponsor Effort |
Text |
Sponsor effort column reflects what the commitment to sponsor was from grant lifecycle |
Tracked Effort |
Text |
Tracked effort column reflects effort entered through Insight Personnel module
|
Total |
Text |
The Total Line sums up all financial columns. It is displayed on the bottom of each page of the search results grid and reflects the total of the complete search results set.
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Reports can be downloaded by clicking on the available download links.
Download to Excel
When download to Excel, formulas are also downloaded (see table below)
Download to PDF
Field |
Formula if any |
Number of Records |
Number of search results (people) returned that are actively paid from the data source (PI/COS/Funds) |
Last Name |
Employee last name |
First Name |
Employee first name |
Fund # |
Fund from which the employee is paid |
Annual Rate |
Overall salary amount that is committed to the fund |
Start Date |
Start date from which the person’s salary would be charged |
End Date |
Salary end date from which the person’s salary would be charged |
Monthly Rate |
Annual Rate Entered / 12 |
Months Remaining |
Number of months remaining on the project estimated to be the budget end date, fiscal year end or project end. |
Committed Salary |
Monthly Rate * Month Remaining |
Fringe Rate |
The rate at which additional salary charges will be posted based on job code |
Committed Fringe |
Committed Salary * Fringe Rate |
Total Committed |
Committed Salary + Committed Fringe
|
Paid To Date |
Total amount of actual expense salary paid to the current point in time |
% Effort |
Effort tracked on the project as recorded within the personnel module |
Total |
Sum of the Amount columns – ‘Committed Salary’, ‘Committed Fringe’, ‘Total Committed’, ‘Paid to Date’ |
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:
Financial Summary >> Salary Overview
The Salary Overview page can be accessed from the following pages:
Sub-Modules
By clicking the Salary Overview tab from the following pages:
Agreement Summary
Financial Summary
Expense Overview
Budget Overview
Transactions Overview
Links
Clicking amount on an Encumbrance amount in Budget Overview for Salaries & Wages or Fringe Benefits categories
From Salary Overview users can navigate to the following:
Sub-Modules
Agreement Summary
Financial Summary
Transactions Overview
Budget Overview
Expense Overview
Links
Labor Distribution by clicking on the ‘Paid to Date’ link