Salary Overview

 

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.

Salary Overview Screen Shot

Salary Overview Search Screen Elements

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.

Salary Overview Main Screen Elements

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.

  • Committed Salary

  • Committed Fringe

  • Total Committed

  • Paid to Date

 

Salary Overview Export Options

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

 

When download to Excel, formulas are also downloaded (see table below)

 

 

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’

 

Salary Overview 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:

 

Financial Summary >> Salary Overview

 

The Salary Overview page can be accessed from the following pages:

 

By clicking the Salary Overview tab from the following pages:

 

 

From Salary Overview users can navigate to the following: