Use this option to generate a report showing the total costs for salaries, benefits, and Workers' Comp for each organization in Personnel Budgeting's Distribution table. You can produce a report for selected organizations or include all organizations from the table.
The Distribution Summary Report by Fund report lists each fund's code, description, and budgeted amount, as well as the total of all funds shown. You may select funds by either record type or pay rate and benefit codes. The report's default file name is sumdist.rpt.
For the procedure for generating reports, refer to Report Options and Procedure.
Menu Path: Personnel Budgeting > Reports > Personnel Budgeting Reports > Distribution Summary Report
Prerequisites
Before generating this report, you must complete the following steps. Use the Salary and Fringe Calculation option to:
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Calculate salaries, as well as the costs of fringe benefits, FICA/Medicare, and Workers' Compensation.
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Create Personnel Budgeting's Detail Distribution table. This process should be run after calculating salaries and benefits for employees and vacant positions.
For additional details, refer to Salary and Fringe Calculation.
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Fields |
Description |
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Distribution Type |
Budget category to include in the report. Select: F - Expenditure Fringe - Benefit distributions, including FICA and Medicare, for each combination of organization and account. O - Expenditure Pay Rate - Salary distributions for each combination of organization and account. R - Project Fringe/Deduction - Fringe benefits distributed to each combination of project and account, including FICA and Medicare. P - Project Pay Rate - Salary distributions for each combination of project and account. D - Expenditure Deduction - Deduction distributions for each combination of organization and account. |
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Tip |
Selecting a category limits the report to the indicated distribution type. To include all distribution types, leave the field blank. |
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Pay/Deduction Code |
Codes identifying records in Personnel Budgeting's Pay Code table. Pay codes are assigned to job classes, which in turn are assigned to pay rates. Entering a specific code references all pay rates associated with the pay code. To select multiple pay codes, insert the pipe symbol between codes, for example,100|220|250. . To include all pay codes, leave the field blank. |
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Level Sort/Total |
Selection indicating whether to sort and total the report by fund or organization reporting level. Select: 1 - Fund (default selection)
Use the blank to sort and total by fund without any other breakdown. |