Using employee views

There are seven standard Employee Budgeting analysis views available under Employee Views that summarize employee detail computed in the Employee Detail pages. These views are Employee Summary, Salary, Bonus, Overtime, Commission, Headcount, and FTE (Full-Time Equivalent). Your administrator can define additional views.

The Employee Summary view summarizes all events for all employees for all non-FTE and non-Headcount views. For example, all salary, bonus, commission, and overtime data for employees. With this view, you can see the total expense load for a unit before information is loaded into the budget from Detail Budgeting.

To use employee views:

  1. Click the plus sign to expand Employee Views.
  2. Select a view.
  3. From the Report Type list, select the report type and the dimension members. The report types are:
    1. Detail displays every record of each employee's information, sorted in this order: employee ID, employee type, and title. If an employee has changed employee types or titles during the year, more than one record displays for that employee.
    2. By Employee displays information by employee. If the employee has several salary records, a total displays.
    3. By Title displays information by title.
    4. By Type displays information by employee type.
    5. By Member displays information for all employees in the selected unit. If you select All from the Unit list, a Unit column displays in addition to the Total and period columns. If you select a unit, only the Total and period columns display.
    The columns that display vary according to the selected sort order. For example, the Type column is not displayed when you select By Employee, since an employee might have a record for more than one employee type. Some views have a Total column. This column displays the total of the data for the entire year. The total column is only available if your administrator allows it.Period columns are included in all views. The columns display the totals for each period of your fiscal year, according to selected sort order. The columns are labeled according to the budgeting year established by your controller or administrator.
  4. From the Organization Unit list, select a unit. Select All to display all units.
  5. From the Version list, select a version.
  6. From the Product list, select a product. Select Total to display the summed data for all products. The Product column does not display. Select Detail to display every record of each employee's information. The information is sorted by: employee ID, employee type, title, and product. If an employee's salary has been allocated by products, multiple records display for that employee. There is one record for each product.

You can scroll the data portion of the display while the sort order columns remain locked columns for reference purposes.