FN - Run an Appointment Funding Total by Pay Period Report

GENERAL DESCRIPTION:

You can run an appointment funding Total by Pay Period Report for forecast planning purposes for employees with appointment level funding. The report is based on the funding effective date and shows an employee's pay periods, compensation amount per pay period, funding combination code, total dollar amount, and total funding distribution percent. The report also displays job-related data such as: job effective date, position number, FTE, Standard Hours, Pay Group, Pay Rate, Appointing Dept, Title, Employee Class, and Pay Basis. If an employee has a pay rate change during the fiscal year, the report displays this information and adjusts the totals accordingly.

PROCESS CONSIDERATIONS:
Note: If you do not have HRS Security to view funding, you may run this report ad-hoc from the UW Financial Reports menu.  Refer to FN - Run the Detailed Salary Funding Plan Report for detailed instructions.


You may click on the links below to navigate directly to a section:


PROCEDURE STEPS:
  1. From the HRS Main Menu, use navigation path: Set Up HCM > Product Related > Commitment Accounting > Budget Information > Budget Funding Data Entry.

  2. Accessible from the Finance WorkCenter found at Payroll for North America>Payroll Distribution>Commitment Accounting USA>UW Finance WorkCenter. For more information about the WorkCenter, see KB PD - WorkCenter .

  3. Find the employee on the Funding Data Entry, Find an Existing Value search page.

  4. Click Search.

  5. On the Funding Data Entry page:
    • Verify that the intended employee and current fiscal year are shown.
    • If you have made any funding changes for the employee, click Save before running the funding report.
    Note: Changes made on the Funding Data Entry page will NOT appear on the Total By Pay Period Report until the Funding Data Entry page is saved.

  6. To select report options for the employee, click the Total By Pay Period hyperlink, located on the lower left-hand side of the Funding Data Entry page.

    funding total by pay period

  7. The Total by Period Report selection criteria page displays.
    a. The Detailed Salary Funding Plan Request Parms (parameters) section displays the appointing Department, Employee ID, employee's Name, and Employee Record Number.
    b. The Reporting Period Request Parms (parameters) section allows you to choose from three reporting period options: Summer Period, Fiscal Year, or Custom Date Range. The default reporting option is by Fiscal Year (July 1 - June 30).
       (1) For active employees with a Pay Basis of either Summer Session (e.g. Teaching) or Summer Service (e.g. Research/ Administrative), you can select Summer Period or Custom Date Range.
       (2) To run the report for a specific period, select Custom Date Range; enter the Begin Date and End Date of a date range that is within the Fiscal Year (July 1 - June 30). 
  8. To run the report with your selections, click Run Report.

    9.2 Funding Totals by Pay Period parameters

  9.  The report will open in a new window.

  10. To see more information on reading and using the report see FN - Run the Detailed Salary Funding Plan Report 


ADDITIONAL RESOURCES

Related KBs:

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