Financial & Human Resources Information Library
Description
The Financial & Human Resources Information Library is a web application that contains a variety of financial and human resources reports authorized users can run and download to Excel. The Library can be accessed from the CIS using either the F&BS pagelet Financial Information Library link or the HR Management pagelet Human Resources Information Library link.
Definitions
Financial reports are available in the following Library folders. Select the folder to see the list of Financial reports:
- Activity Repts
- Chartfields
- Claim on Cash
- Curr Employees
- Endowment Repts
- Grants/Contract
- Payroll Repts
- Procure/Payment
- Security
Other Resources
The Financial & Business Services Index and Glossary has information about the Financial & Human Resources Information Library:
- Activity Rev/Exp by Org
- Activity Cuml Rev/Exp by Org
- Activity FY Fund Bal by Org
- Activity Funds Avail by Org
- Activity Summary by Org
- Grant/Contract FY Exp by Org
- Grant/Contract FY Exp by PI
- Grant/Contract PTD by Org
- Grant/Contract PTD by PI
- Monthly Summary by Org
- Monthly Summary by PI
- Monthly Summary by Project
The suite of EBT (Earning, Benefit and Tax) Reports is being enhanced with new offerings and renaming of existing reports, and published to the renamed PAYROLL REPTS folder. The two reports currently available are:
- EBT - employer-paid Earning, Benefit and Tax detail with summary options.
- Encumbrance - total Fiscal Year-To-Date Earnings, Remaining Encumbrance amount, and Distribution data.
Published to the Information Library are several versions of each report, offering essentially two different ways to look at Payroll data…from a funding driven perspective (i.e. here is my Activity, show me the payroll transactions against it), or a people driven perspective (i.e. here are the people in my Home Department, show me where their pay is funded):
Funding Driven Reports - require Financial Payroll E/B/T Security Authorization for the specified Chartfield(s)
- by BU 01 Activity/Project Org - returns results for all Activities and Projects in a specified BU 01 Financial Org.
- by BU 01 Activity – returns results for a specified BU 01 or 04 Activity.
- by BU 01 Activity Org – returns results for all Activities in a specified BU 01 or 04 Financial Org.
- by BU 01 Project – returns results for a specified BU 01 Project.
- by BU 01 Project Org – returns results for all Projects in a specified BU 01 Financial Org. Available to users with security authorization for the specified Org or Fund 5000 for the Org.
- by BU 02 Org – returns results for a specified BU 02 or 03 Financial Org.
- by BU 02 Org w/ Rollup – option to return results for a specified BU 02 or 03 Financial Org and all Orgs that Report To the specified Org.
People Driven Reports - require HR HRIL Reporter or D-Jobs Security Authorization for the specified DeptID
- by HR Home Department - returns complete payroll data for all employees in a single Home Department.
Procure/Payment
Notes:
If your information extract returns more than 100 rows there will be a link entitled View All above your information extract results header. If you intend to download your results to Microsoft Excel, there is no need to click this link as your excel spreadsheet will contain all results by default.
If upon click of View Results you receive the message No matching values were found, it is either because you don’t have security access to the information extract or you provided invalid criteria. Additional information extracts will be available in the coming months.