Expired Fund Report

 

Expired Fund Report lists all of the employees that the HR manager has access to where the project end date has ended or is ending in 30/60/90 days.

Expired Fund Report Screen Shot

 

Expired Fund Report Search Screen Elements

Collapsed Search Options

The following fields or criteria can be searched by default on the Expired Fund Report page:

Caption

Type

Description

Employee Last Name

Text box

Last Name of the employee

Employee First Name

Text box

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

Effective Salary From/To

Calendar Control

 

View Employee with Planned Salary Project Ending in

Drop Down List

Selections are for funds ending in:

  • 30 Days

  • 60 Days

  • 90 Days

  • Already Expired

Fund #

Text

The PeopleSoft fund number

 

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.

Expired Fund Report Main Screen Elements

Caption

Type

Description

Fund #

Text

Fund number to which salary will be charged

Project End Date

Date

End date of the project

Employee Name

Text

Name of employee for salary distributions

Allocation Start Date

Date

Distribution start date

Allocation End Date

Date

Distribution end date

Salary Allocated

Text

Amount of salary to be charged to the fund

HR Dept

Text

PeopleSoft departments name and number

Expired Fund Report Export Options

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

 

 

Expired Fund Report Navigation

The Expired Fund Report page can be accessed from the following pages:

 

From below screens clicking Expired Fund Report tab:

 

From the Expired Fund Report, the user can navigate to the following pages: