Retroactive Salary Adjustment Report
This report displays salary adjustments that have posted to the UW Financial Accounting System (FAS). The report is intended to help FEC coordinators, payroll coordinators, department administrators, and other staff who have fiscal responsibilities, manage both budget expenditures and faculty tracking and reporting.
Using the Report
Start by selecting a date range for the transaction posting dates. The default values for the dates are the first and last days of the previous month. After selecting the dates, navigate to the organization code (OrgCode) parameters, selecting the org code that matches the organizational level that you want to view transactions for. The entered org code should be either the org code of the employees' home department budget, or the org code of the appointing department budget on the OPUS appointment tab. Note that the org code of the distribution budget that an employee was paid from is not a parameter on the report.
In the Current Employee Relation with Above Selected OrgCode field, select the relationship between the Employee and the OrgCodes you’ve selected. Do you want to search for salary adjustments for all employees with a home or appointing department matching the OrgCodes you’ve selected?
The FEC Period Affected parameter is included to assist FEC coordinators. You can optionally filter the results to only include those salary adjustments that affect a certain FEC Period. By default, the report will include salary adjustments from any FEC period.
In the example report above, org code 2-54-05-40-00-0 was entered in the parameter selection area. Several transactions for budget 07-5222 are shown. In the financial accounting system, 07-5222 is associated with a different OrgCode. These transactions are present in the output because an employee with the home department 2-54-05-40-00-0 had one or more retroactive salary adjustments for the period July 1, 2011, through August 31, 2011, that involved 07-5222. The budget 07-5222 can be involved in the transaction as either the debit budget or the credit budget.
Budget Type/Class - Choose to filter the results to reflect only those salary adjustments that impacted budgets of certain types or classes (e.g. only Grant Budgets). Note - if selecting for FEC purposes exclude Budget Classes 34, 45, 52 and 57 as these are excluded in eFECS when determining sponsored budgets for faculty effort reporting. An EDW report is available here that lists the different combinations of budget type and class.
Employment Type – Choose to filter the results to reflect only those salary adjustments made for employees of a certain employment type (e.g. Faculty or Classified Staff). By default, all employment types are included.
Report data can be exported for later use in Excel or other systems. The image below is the data export You may select a format from the list and select the Export link. Note that the native output when choosing "Excel" from this list is difficult to use and contains a lot of extraneous formatting. To export data directly into Excel in raw form without the extraneous formatting associated with the standard Excel export option, choose “XML file with report data” from the export menu.
The Expense and Revenue Transfer Report displays posted transfers, both revenue and expenses, for a selected date range for budgets associated with a user-selected organization code. This related report is similar to the MyFinancial.desktop Posted Expense Transfers query template, but also includes cost transfer transactions such as those initiated via a department's use of the FASTRANS process.