PRINT BUDGETED Vs. ACTUAL COMPENSATION REPORT

Summary

Use this screen to print detailed information about how actual moneys disbursed compare to a compensation plan's budgeted amount. The program compares the selected fiscal year's YTD employee earnings against the compensation plan's budget for the same fiscal year. The compensation plan budgets are established by fiscal year and revision number in the Compensation Budget by Organization screen. Only employees that are assigned to the selected compensation plan and/or organization in the Salary Info and History table in Costpoint Employee are included in the YTD earnings comparison.

Timing

You can print this report any time after establishing compensation plan budgets in the Compensation Budget by Organization screen and posting employee payrolls for the selected fiscal year to the General Ledger.

Primary Sort

Use the options in this group box to select the order in which you want the report to print.

Organization

Select this radio button to sort the report by the organization that is assigned to the employee in the Salary Info and History table in Costpoint Employee. If you select this radio button, Organization will not be available in the Secondary Sort group box.

Compensation Plan

Select this radio button to sort the report by the compensation plan assigned to the employee in the Salary Info and History table in Costpoint Employee. You can then select a secondary sort by Organization.

Secondary Sort

The radio buttons in this group box are available depending on your selection in the Primary Sort group box. If you print this report by Compensation Plan, both the Organization and None radio buttons will be available for selection. If you select Organization in the Primary Sort group box, the None radio button will default for this group box, and cannot be changed.

Organization

Select this radio button to sort the report by organization within a compensation plan. If your primary sort is Organization, this radio button will be disabled.

None

Select this radio button if you do not want a secondary sort. This radio button is available for either of the two Primary Sort options.

Period

Use the options in this group box to select the fiscal year and revision for the compensation plan's budget. The program will use the fiscal year entered to select the employee earning records that will be used in the comparison process. For example, if you enter "1996 Revision 1," the program will compare the selected Compensation Plan/Organization's 1996, Revision 1 budget, established in the Compensation Budget by Organization screen, against the employee's YTD earnings. Only employees belonging to the selected Compensation Plan/Organization are included in the YTD earnings comparison.

Fiscal Year

Enter the fiscal year that you wish to use for employee earnings and for the selected compensation plan budget.

Revision

Enter the revision that applies to the compensation plan budget you wish to compare to actuals. The compensation plan budgets are established by fiscal year and revision number in the Compensation Budget by Organization screen.

Select Compensation Plan Range

Use the fields in this group box to select the range of compensation plans to include on this report if your primary sort is Compensation Plan.

Range Option

Use this drop-down box to select the range of compensation plans. Selections are "All," "One," "Range," "From Beginning," and "To End."

If you select "All," the From and To fields are disabled; if you select "One," the To field is disabled; if you select "From Beginning" the From field is disabled; and if you select "To End" the To field is disabled.

From

If your range selection is "One," "Range," or "To End," enter, or use Lookup to select, the compensation plan with which you wish to start.

To

If your range selection is "Range" or "From Beginning," enter, or use Lookup to select, the compensation plan with which you wish to end.

Select Organization Range

Use the fields in this group box to select the range of organizations to include on this report, if your primary sort is Organization.

Range Option

Use this drop-down box to select a range of organizations. Selections are "All," "One," "Range," "From Beginning," and "To End."

If you select "All," the From and To fields are disabled; if you select "One," the To field is disabled; if you select "From Beginning" the From field is disabled; and if you select "To End" the To field is disabled.

From

If your range selection is "One," "Range," or "To End," enter, or use Lookup to select, the organization with which you wish to start.

To

If your range selection is "Range" or "From Beginning," enter, or use Lookup to select, the organization with which you wish to end.

Table Information

Salary Info & History - EMPL_LAB_INFO

Compensation Budget by Org - HS_ORG_BUD

                                             HS_ORG_BUD_BY_CP

Maintain Employee Earnings/ Pay Types - EMPL_EARN_PAY_TYPE

Accounting Periods - ACCTING_PD

Basic Employee Info - EMPL

Compensation Plan Setup - COMP_PLAN_SETUP

Fiscal Years - FY

Timesheet Period - TS_PD

Report Columns