EAH-PositionFunding-View Quick Start Guide

Owned by Saparnell
Last updated: Jul 11, 2022
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