Personnel Summary

The Personnel Summary screen provides information and tools to assist in the management of salary across a fiscal year by factoring the different beginning and ending of new research accounts.  The summary screen provides high-level information such as employee ID, name, annual salary and effective date of the displayed salary amount.  It also provides an interface to get into detailed information on a particular person and the ability to drill into additional reporting.

Personnel Summary Screen Shot

Personnel Summary Search Screen Elements

Collapsed Search Options

The following fields or criteria can be searched by default on the Personnel Summary page:

Caption

Type

Description

Employee Last Name

Text

The last name of the employee

Employee First Name

Text

The first name of the employee

 

Advanced Search Options

When the user navigates to this page, by default the search panel is collapsed.  The search panel can be expanded to show additional search criteria.  The ‘Advanced Search Options’ include the following expanded search criteria:

Caption

Type

Description

Employee #

Text

Employee Number

HR Department

Drop Down List

PeopleSoft departments name and number to which the user has access.

Effective Salary Date From/To

Text/Calendar Control

Start and end pay dates for an employee

View Employee with Salary Planned on Projects Ending in

Drop Down List

Selections are for funds ending in:

  • 30 Days

  • 60 Days

  • 90 Days

  • All

  • Already Expired

Job Code

Text

Job Code

Pay Frequency Type

Drop Down List

Pay type for the employee.  There are two pay types – ‘Monthly’ and ‘Weekly’.

Status

Drop Down List

Valid selection list includes:

  • Active

  • Paid Leave of Absence

  • Leave of Absence

  • Terminated

  • Terminated with Pay

  • Retired with Pay

  • Retired

  • Deceased

 

Icon Search Options

This page allows searching by a particular Principal Investigator.  Click on the Principal Investigator (PI) icon to launch a pop-up window with Principal Investigator names.  Once selected, the window will close and the selection criteria displays.  Select additional search criteria from the search options and click the ‘Search’ button to complete the process.

Personnel Summary Main Screen Elements

Caption

Type

Description

Employee Id

Link

Displays the Employee identification number.  This links to the Personnel Details page for the selected employee.

Record #

Text

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

Status

Text

Employee status is displayed.

Division

Text

Displays the PeopleSoft HR Division to which the employee belongs for this record.

Last Name

Link

Displays the last name of the employee as in the PeopleSoft HR system. The link takes the user to the Personnel Details page

First Name

Link

Displays the first name of the employee as in the PeopleSoft HR system. The link takes the user to the Personnel Details page

Pay Frequency Type

Text

Pay type for the employee.  There are two pay types – ‘Monthly’ and ‘Weekly’.

Job Code

Text

The employee’s job code as in the PeopleSoft HR system.

Annual Rate

Link

Reflects the annual salary for the employee.  This links to the Salary Grid for the selected employee.

Eff. Date

Text

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

 

Caption

Type

Description

PI

Search based on an investigator’s agreements for which the logged in user has access

Search

Button

Performs the search based on all entered search criteria and returns the results to the search results grid section of the page.

Clear Selections

Button

Clears all records that were displayed based on the search criteria and the picker selection.  Shows the default view of the page.

Personnel Summary Export Options

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

 

 

Personnel Summary Navigation

The Personnel Summary page can be accessed from the following pages:

 

By clicking the Personnel Summary tab from the following pages:

 

From Personnel Summary, the user can navigate to the following pages: