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Salary Management Collection Corporate Reports

The Business Objects Corporate Documents area provides access to pre-defined, prompt-driven reports that you can run to retrieve a standardized perspective on your data.

Using InfoView:

The InfoView web page allows you to view the list of corporate documents in the Business Objects repository and refresh and download those documents via the web. To access the corporate documents using InfoView (Business Objects users only):

  1. Point your browser to
    https://bobjprod.isc-seo.upenn.edu/InfoViewApp/logon.jsp
  2. Enter your Business Objects ID and password in the User Name and Password fields that appear. Click OK to continue to the InfoView Welcome page.
  3. The InfoView web portal allows you to view the list of reports in the Business Objects 'Public Folders', refresh those documents via the web, and if desired, save them to your desktop as Excel or pdf files. The 'Public Folders' are listed in InfoView when you navigate to 'Document List.' You will only be able to view or use reports in the public folders that you have access to. Documents should be renamed and saved to your own 'My Favorites' folder on the portal if you need to edit them using Webi. Documents can only be edited in Webi when placed in your 'My Favorites' folder.

Selected Corporate Reports

Additional reports are available and you can search for them using the above instructions. See also the web page Using Pre-Defined Queries (or 'corporate reports'). If you are looking for a grants-related report, check the corporate reports page in the General Ledger section also.

RSALMGT - Payments and Encumbrances is actually comprised of two separate queries (Payments and Encumbrances), linked by the posted account, job class and SSN. The Payments query retrieves all fiscal year to date payments for employees paid from a given ORG, while the Encumbrances query retrieves the remaining encumbrance balances for employees from the same posted ORG. The queries are each represented separately on the appropriately named tabs, and, once linked (common elements are Job Class, Posted COA Account, and SSN), the combined results are presented on the Combined tab to show the fiscal year commitment for each person (by account and job class). Data in this report can be verified using Salary Management reports, or at a higher level (by account segments) using BEN Financials reports.

PennWorks Administrative Roles - Description required: Uses the RSALMGT universe and can be used to identify administrative roles in need of updates in PennWorks. The single report tab displays individuals having an active role associated with job class 140010 (formerly known as A-1 Academician) for which a PennWorks administrative role has not yet been associated. The Role ORG and term dates are displayed, along with the Role State.

PennWorks Change Log: Uses PennWorks change log data available in the Payroll Change Log (change_log) universe, and can be used to monitor updates made to employee records in the PennWorks system. Access to the Change Log data in the Warehouse is required to run this report. The first tab, "Changes Summary", displays by individual, PennWorks update actions and the date they occurred, along with basic information about the person who performed the update for the report prompt timeframe and Home ORGs. The second tab, "Element Change Detail", provides the detail old/new values, by data element changed, for each update listed in the first tab.

PennWorks Compensation - Academic Base Review: Consists of two tabs which present information from the PennWorks data available in the RSALMGT universe, and can be used to identify individuals for whom Academic Base compensation may need to be entered or updated in PennWorks. The first tab, “Standing CE and Lecturer C - Without Academic Base” displays records only for individuals in the Faculty population who should have an Academic Base Salary, but for whom one has not been entered in PennWorks for the report timeframe. The second tab, “Standing CE and Lecturer C - All Compensation Types”, displays whatever role and compensation data has been entered in PennWorks for the report timeframe, for the entire population in the Home ORG range.

PennWorks Compensation - Administrative Stipend and Role Review:
Consists of two tabs which present information from the PennWorks data available in the RSALMGT universe, and can be used together to identify individuals for whom Administrative Stipends or roles may need to be entered in PennWorks.
The first tab, “Administrative Stipend Salary without Admin Role” displays records for individuals for whom an Administrative Stipend has been entered on the PennWorks Compensation tab, but who do not have a PennWorks administrative role active for the stipend timeframe. The second tab, “Admin Roles without Administrative Stipend Salary”, presents the converse view, showing individuals who have an administrative role in PennWorks, but for whom an Administrative Stipend has not been entered for the role timeframe.

PennWorks Compensation - Salary Distributions and Payments Review:
Consists of three tabs which present information from the PennWorks and Salary Management data available in the RSALMGT universe, and can be used to compare PennWorks Faculty compensation salaries to distributions and actual payments.

  • The first tab, "Faculty Compensation Comparison Summary" displays the Faculty compensation salaries and annualized distribution totals, summarized by person, with variances highlighted in red.
  • The second tab, “Faculty Compensation Distribution and Payments” displays whatever role and compensation data has been entered in PennWorks for the report timeframe, for the entire population eligible for compensation data maintenance, in the Home ORG range. In addition, fiscal year calculated totals for PennWorks and Payroll distributions, as well as actual year to date Payments are summarized by Faculty Compensation category.
  • The third tab, “Monthly Payments Review”, provides a view of actual Payments to the individuals eligible for compensation data maintenance in the Home ORG range, for a single prompted Accounting Period. Monthly Payment totals are compared to calculated monthly Faculty Compensation salary and Role Annual Salary amounts. Summary regular pay differences of greater than $100 are highlighted in red.

PennWorks Compensation and Roles: Uses the RSALMGT universe and can be used to monitor PennWorks compensation and role data. The single report tab displays whatever role and compensation data has been entered in PennWorks for the report timeframe, for the entire population eligible for compensation data maintenance, in the Home ORG range.

PennWorks - Distributions Ending Review: This report consists of two tabs which present information from the PennWorks and Payroll data available in the RSALMGT universe, and can be used to review PennWorks and Payroll distributions ending during a given date range. The first tab, "PennWorks Distributions" displays PennWorks distributions for each individual, along with related role information and distribution and role states (only Final and Projected states are included). The second tab, "Payroll Distributions", displays the distributions for the same individuals that are in the Payroll system for processing.

PennWorks - Distributions Review: This report consists of two tabs which present information from the PennWorks and Payroll data available in the RSALMGT universe, and can be used to review PennWorks and Payroll distributions.

PennWorks - Distributions vs Pay End Date: This report consists of three tabs which present information from the PennWorks data available in the RSALMGT universe, and can be used to review whether distributions are active for employees as of the desired pay period end date.

PennWorks - Projected Roles and Distributions: Uses the RSALMGT universe and can aid in monitoring PennWorks roles or distributions whose state needs to be changed to "Final." The single report tab displays and highlights, by individual, PennWorks role and distribution records having a role or distribution state of “Projected.” In addition, role term start dates and distribution start dates less than a month in the future from the report run date are highlighted in red.

PennWorks - Role Salary and Distribution Review: Consists of two tabs which present information from the PennWorks data available in the RSALMGT universe, and can be used to compare PennWorks role annual salaries to distribution totals for monthly-paid employees. The first tab, “Salary and Distribution Comparison” displays PennWorks roles for each individual, along with annualized distribution totals for the role. The right-most column displays the difference between the role annual salary and the calculated annual distribution total. Differences of greater than $100 (positive or negative) or are highlighted. The second tab, “Distribution Detail”, displays the underlying Distribution COA Number and start/end dates that comprise the total on the first tab , to aid in navigating to the particular distributions in PennWorks. All roles and compensation states for current monthly or weekly-paid (non-hourly) employees are included in this report. External distributions not paid from Penn’s Payroll system are included where available.

Salary Increase - Current Faculty Compensation for Export: Presents information from the PennWorks Salary Increase Program data available in the RSALMGT universe, and can be used to create the spreadsheet of faculty compensation information (e.g., academic base salary, etc.) needed to begin the Salary Increase Program process to update faculty compensation within an organization.

Salary Increase - Current Roles for Export: Presents information from the PennWorks Salary Increase Program data available in the RSALMGT universe, and can be used to create the spreadsheet of role information needed to begin the Salary Increase Program process within an organization.

Salary Increase - Faculty Roles and Compensation Reports: Consists of several tabs which present information from the PennWorks Salary Increase Program data available in the RSALMGT universe, and can be used to monitor progress of, and review data entered during the Salary Increase Program cycle for faculty roles and compensation categories. Throughout the report, current role information from PennWorks is displayed along with “new” data entered in the Salary Increase Program modules (if available). Faculty compensation data (current and new, if available) is also presented. The report is comprised of three providers, one of which retrieves role data, another the compensation categories, and the third retrieves any related justification information.

Salary Increase - Role Changes by ORG: Presents information from the PennWorks Salary Increase Program data available in the RSALMGT universe, and can bbe used to monitor progress of, and review data entered during the Salary Increase Program cycle for staff and faculty roles. Note that distribution information is NOT included.

Salary Increase - Role Salary and Distribution Reports: Consists of several tabs which present information from the PennWorks Salary Increase Program data available in the RSALMGT universe, and can be used to monitor progress of, and review data entered during the Salary Increase Program cycle for staff and faculty roles and distributions. Throughout the report, current role information from PennWorks is displayed along with “new” data entered in the Salary Increase Program modules (if available). The report is comprised of three providers, one of which retrieves role and summary distribution data, the second retrieves any related justification information, and the last retrieves more detailed distribution data.

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