(Monthly) Labor Distribution

 

Labor Distribution provides a listing of personnel payroll actuals on research grant accounts in a breakdown format.  Employees, the amount they were paid and the date they were paid display in the grid so that the user can easily see who has been paid on a grant.  In Insight version 1, payroll actual amounts were shown by the month.  In Insight version 2, amounts will be shown by the week within a month, depending on how that person was paid (pay type).  The information can be filtered based on date criteria or filtered for a specific person who has been paid on a fund.

 

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.

 

Monthly Labor Distribution Screen Shot

Monthly Labor Distribution Search Screen Elements

Caption

Type

Validation

Employee Last Name

Text, Leading match

Data Type:

Yes: Message “No records found”

Employee First Name

Text, Leading match

Data Type:

Yes: Message “No records found”

Pay Date From

Calendar Control

N/A

Pay Date To

Calendar Control

N/A

Fund #

Text

Search on fund number to find all individuals currently being paid from this project

Monthly Labor Distribution Main Screen Elements

Caption

Type

Description

Name

Text

Displays the name of the employee

Fund #

Text

Displays the fund on which the employee was paid

Pay Date

Text

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

Pay Amount

Link

Displays the amount of money the employee was paid for each week in a month (values are links under the Pay Date column header).  Takes the user to Labor Distribution details.

Total

Link

Gives the total amount of actuals paid.  Takes the user to Labor Distribution details.

Monthly Labor Distribution Export Options

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

 

When downloaded to Excel, formulas are also downloaded.

 

Monthly Labor Distribution 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:

 

Labor Distribution (directly from the Personnel module)

 

From Personnel, the user will see all the people paid to date on funds that the user has access to see.

 

By clicking Labor Distribution tab from:

 

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