Need to Know

EAH-PositionFunding-View does not contain Active Contingent Workers, Active ‘Without Salary’ employees, or Active paid employees with positions where UCSD has not entered position funding.

If a position has funding, the employee will be in this view regardless of current status ie. Leave of Absence.

This is for planned distribution, if you are looking for what was actually distributed in the past you should use EAH-LLSalaryDetail-View.

Position Funding view gets to set up in the beginning of HR lifecycle. Funding is associated with position even before a person associated with it. Position Funding is set up ready for next paycheck distribution funding to run. It is not the payroll history in the position distribution view. It is established the funding source associated with the position number with history in it. The view is not necessary have all the employees in it because it is position centric view. This is the position centric view that really has current funding information and no payroll history.

MVP Fields

Position Funding AsOf Indicator Code
Position Funding Effective Sequence Indicator Code
Position Funding Budget Sequence Indicator Code
Position Funding Primary Funding Flag
Position Funding Setid
Position Funding Department Code
Position Funding Fiscal Year
Position Funding Position Number
Position Funding Effective Date
Position Funding Effective Sequence Number
Position Funding Distribution Percent
Position Funding Earnings Type Code
Position Funding Budget Sequence Number
Position Funding Combination Code

Key Fields to use as filters:

Employee Status - 6 Values of Active Paid Leave of Absence, Retired, etc.
HR Status - Values of Active and Inactive
Job Code = CONV are converted records that can be filtered out if not needed
Position Funding CCOA Project
Position Funding CCOA Task
Position Funding CCOA Location
Position Funding CCOA Program
Position Funding CCOA Function
Position Status
Employee Class has Values - Staff, Student etc..
Pay Frequency has values - Monthly, Bi-Weekly
Visa Permit Type has values Permanent Resident, Student etc.
Position Funding CCOA FINU
Position Funding CCOA Entity
Position Funding CCOA Fund Source
Position Funding Fiscal Year

MVP Filters - Use these filters for most recent record for a position

Here is the MINIMUM amount of filtering to be applied in order to get the ‘top’ row of funding and see an aggregate 100% funding per position:

"Position Funding AsOf Indicator" = 'Current'

"Position Funding Effective Sequence Indicator" = 'Maximum'

"Position Funding Budget Sequence Indicator" = 'Maximum'

Use these filters In order get all funding sources for a position

"Position Funding AsOf Indicator" = 'Current'

"Position Funding Effective Sequence Indicator" = 'Maximum'

Do not filter on "Position Funding Budget Sequence Indicator".

Each unique budget sequence will have 100% distribution. When the "Position Funding Budget Sequence Indicator" = Maximum is applied, it provides that each position reports exactly 100% funding. That is the purpose of the filter. However, for some types of positions, data associated with the Max is not desired for reporting.

Please be advised when removing the filter on "Position Funding Budget Sequence Indicator" you will get

All funding lines for positions using multiple components of pay
Earnings types which may be associated with additional pay
Position funding > 100 per position when multiple budget sequences occur.

Additional Notes

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title	Derived Flags

Derived Flags

Courtesy fields built from calculations commonly used by report developers.

Field Name	Calculation
Additional Pay Derived Active Flag Current	WHEN "Additional Pay Start Date" < current date and (("Additional Pay Earnings End Date" is null) or ("Additional Pay Earnings End Date" > current date)) and "Additional Pay Other Pay" <> 0 THEN 'Y' ELSE 'N'
Derived Monthly Rate	WHEN "Position Funding Derived Percent of Pay" > 0 THEN round("Monthly Rate" * "Position Funding Derived Percent of Pay"/100, 2) ELSE 0
Position Funding Derived Base Salary Flag	WHEN ("Position Funding Effort Bearing Flag" = 'N' and "Position Funding OTC Indicator Flag" = 'Y') or "Position Funding Effort Bearing Flag" ='Y' THEN 'Y' ELSE 'N'
Position Funding Derived Percent of Pay	(Position Funding Compensation Rate * Position Funding Distribution Percent) / (Annual Rate) This is the calculated percent of annual rate based on earnings type and funding source, will add up to 100% per position per person This is the basis of the equation, this calculation will be enhanced as exception funding scenarios are identified.

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title	Pre Built Filters

Filter Name	Calculation
Active Employee	HR Status = 'Active' AND Organizational Relationship] = 'EMP'
Current Primary Active Employee	Job AsOf Indicator Code = 'C' AND Job Effective Sequence Indicator Code = 'C' AND Job Indicator = 'Primary' AND HR Status = 'Active' AND Organizational Relationship = 'EMP'
Current Primary Active Record	Job AsOf Indicator Code = 'C' AND Job Effective Sequence Indicator Code = 'C' AND Job Indicator = 'Primary' AND HR Status = 'Active'
Current Primary Job	Job AsOf Indicator Code = 'C' AND Job Effective Sequence Indicator Code = 'C' AND Job Indicator = 'Primary'
Current Record	Job AsOf Indicator Code = 'C' AND Job Effective Sequence Indicator Code = 'C'
Employee Status Active	Employee Status Code ='A'
HR Status Active	HR Status Code ='A'
Job AsOf Indicator Code Current	Job AsOf Indicator Code = 'C'
Job Effective Sequence Indicator Code Current	Job Effective Sequence Indicator Code='C'
Job Indicator Primary	Job Indicator Code ='P'
Organizational Relationship EMP	Organizational Relationship='EMP'

Versions Compared

Old Version 14

New Version Current

Key

Key Fields to use as filters:

Additional Notes

Derived Flags

Page Comparison

Versions Compared

Old Version 14

New Version Current

Key

Key Fields to use as filters:

Additional Notes

Derived Flags