Employee Funding

Overview

The Employee Funding Balance Inquiry allows users to display funding for an employees. It displays the current balance, encumbrance amount and the remaining balance per employee.

Lookup

• The following options control the display in the Search Results: 
  • Include Pending Ledger Entry: 
    • No: Displays an employees salary and benefits as of the last time the batch ran. 
    • Approved: Includes fully approved salary and benefit transactions. 
    • All: Includes fully approved, enroute and saved salary and benefit transactions. 
  • Show Blank Lines: Allows you to view funding lines used in other fiscal years but not in the specified year. 
    • No: Only display the selected fiscal year. 
    • Yes: Funding information is displayed but all amount fields are blank.

Search Results

Most fields on this lookup are self explanatory. Those needing additional information are described below. 

• Actuals: The actual amount expended for the employee in this position on this accounting line for the fiscal year.
• Encumbrance Amount: The amount encumbered for the employee in this position on this accounting line for the fiscal year. 
• Actuals + Encumbrances: Total of Actuals plus Encumbrances

Drill down

The drilldown pattern of this lookup from Actuals and Encumbrances is as follows:

• Labor Ledger Entry
• Salary Expense and Benefit Transfer documents