Exception Report

 

The Exception Report shows exceptions or issues with personnel salary and distribution for the current month and any unresolved exceptions.  This report will enable users to resolve the errors prior to the deadline for payroll reporting which would be the next Payroll Report date.

Exception Report Screen Shot

Exception Report 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 box

Last Name of the employee

Employee First Name

Text box

First Name of the employee

Payroll Report Date

Dropdown

Month for which salary changes should be generated

 

 

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

Exception Messages

Drop Down List

Drop Down List filter by exception type including:

  • All

  • Allocated Pending Fund

  • Allocated Inactive Fund

  • Salary not allocated 100%

  • Zero Salary Distribution amount

  • Salary Over Allocated.

 

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.

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.

Exception Report Main Screen Elements

Caption

Type

Description

Employee Name

Link

Employee name.  Link leads to Personnel details page

Employee ID

Text

Employee ID.

Rec #

Text

Job ID

Effective

Text

Effective date when a change should have taken place

Exception Report Export Options

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

 

 

Exception Report Navigation

The Exception Report page can be accessed from the following pages:

 

By clicking the Exception Report tab from the following pages:

 

From the Exception Report, the user can navigate to the following pages: