Report Options and Procedure

The Personnel Budgeting Reports menu includes options for generating reports on the data stored in your Personnel Budgeting work file. These options allow you to verify information on salaries, positions, and employees at any point during the budgeting process.

Menu Path:  Personnel Budgeting > Reports > Personnel Budgeting Reports > select an option

Report Options

The options on Personnel Budgeting Reports menu can help you analyze the information in your budget work file from a variety of perspectives, from examining the effects of new benefits to determining how salary increases impact on your staffing plans. Following is a synopsis of each option:

Detail Expenditure Budget Report

Enables you to generate a report on the projected salaries and benefit costs in Personnel Budgeting's Detail Distribution table. The report shows organization/account combinations with the amounts budgeted for each employee.

Distribution Detail Report

Produces a report on the organizations, accounts, and budgeted amounts in Personnel Budgeting's Detail Distribution table, listing employees by pay code, benefit, and Workers' Comp code. The amounts cover salaries, Fringe benefits, and Workers' Comp costs.

Distribution Summary Report

Provides you with a report on the total amounts budgeted for salaries, benefits, and Workers' Comp for each organization in Personnel Budgeting's Detail Distribution table. You can produce a report for selected organizations or include all organizations from the table.

Employee Benefit Report

Generates a report on the benefits information in your current work file. The report lists employees individually, providing a breakdown of projected fringe benefit costs by benefit code. The benefits listing also covers Social Security, Medicare, and Workers' Comp costs.

Employee Rate Increase Report

Simulates salary increase calculations. The simulation produces the same results as those generated by the Salary and Fringe Calculation option but without running the actual calculations.

Employee Salary and Benefits Report

Lists employees individually, showing their base salaries, special pays, midyear increases, and benefit amounts. If you use the Position Control System, the report also provides this information for vacant positions.

Employee Salary Report option

Enables you to generate a report showing employee salary information for the budget year, including special pays and midyear increases. You can sort the report by either employee ID or job class.

Position Status Report option

Produces a report on the salaries and benefit costs for each employee and vacant position in your work file. The report lists all information from Pay Rate Information pages, as projected in the budgeting process. It also includes information on the benefits assigned.

Reference Tables Status Report

Generates a report showing the records stored in Personnel Budgeting's reference tables. You can run the report at any point after extracting table data from Human Resources. The system's tables include Job Class, Pay Code, Benefit, FICA/Medicare, Workers' Comp, and Additional Duties.

Vacant Position Increase Report

Simulates salary increase calculations for vacant positions. The simulation produces the same results as the Salary and Fringe Calculation option but without running the actual calculations. This report only applies if you use Position Control.

Standard Report Procedure

The following procedure applies to all of the options in the Personnel Budgeting Reports menu. Exceptions that may apply to a page are noted in the applicable step.

Generating a report

1. Select Personnel Budgeting > Reports > Personnel Budgeting Reports.
2. From the menu, select the desired option to display a report page.
   • The Reference Tables Status Report option does not have a page for selecting records because the report prints all records in Personnel Budgeting's tables. Proceed to Step 4.
3. In the page's Report Criteria section, enter selection criteria to identify the records to include in the report.
   • The Detail Expenditure Budget Report page has a Sort item for displaying a page to define the report's sort order. The page also enables you to select the totals to include in the report.
   • The Employee Salary and Benefits Report and Employee Salary Report pages have radio buttons for selecting the order for sorting the report.
4. Click OK.
5. In the Print window, specify how you want to generate the report, and then click OK.