Defining employee grant management information

If you use the Grant Management application, you can track how much of an employee's time and work is spent on a grant.

Before you define employee grant management information, be sure the Personnel Administration is set up to use encumbrances. For more information, see the Infor Personnel Administration User Guide.

To define employee grant management information

  1. Access Grant Management (HR11.3) through the Grant Management button on the Pay tab of Employee (HR11.1).
  2. Type grant management information. Use the following guidelines to enter field values:
    Labor Distribution

    Select Yes if Grant Management Labor distribution records should be entered for this employee.

    Yes makes this employee’s time records eligible for labor distribution during the Payroll Close process.

    Note:  If you select Yes, payroll distribution records cannot exist for this employee.
    Salary Encumbrance

    Select Yes if you want to create Grant Management encumbrance records for this employee.

    Encumbrance Fringe Rate

    If you selected Yes in the Encumbrance field, type the default encumbrance fringe percentage rate for this employee if it differs from the Activity’s fringe rate.

    A negative value is not allowed. This default can be overwritten on any Labor Distribution detail line.

    Fringe Encumbrance Acct Cat

    If you selected Yes in the Encumbrance field, select the default account category for fringe encumbrances posted to GL.

    This default can be overwritten on any Labor Distribution detail line.

    Fringe Encumbrance Account

    If you selected Yes in the Encumbrance field, select the default account for fringe encumbrances posted to the General Ledger. This default can be overwritten on any Labor Distribution detail line.

    Note:  The value entered cannot be validated.
    Effort Reporting

    Select Yes if this employee is subject to Effort Reporting.

    If you select Yes, an Effort Currency and Primary Certifier are required. This field cannot be changed to No if uncertified effort records exist.

    Effort Currency

    If you select Yes in Effort Reporting, then enter the currency in which effort reporting should be based.

    This currency must have a relationship to the employee’s currency (which is defaulted from their process level).

    Primary Certifier

    If you selected Yes in Effort Reporting, select the employee number of the primary certifier. This person verifies the actual effort percentage for grants

    Secondary Certifier

    If you select Yes in Effort Reporting, select an optional, additional effort certifier.

Related reports and inquiries

To Use
List employee grant information Employee Listing (HR211)
View employee grant information Employee Profile (PA311)