The setup page for personnel, including To Be Determined (TBD) persons, consists of four sections:
- Primary Position Type & Fringe Benefit Rate
- Project Role and Effort
- Salary, Wages, and Stipends
Primary Position Type & Fringe Benefit Rate
This section contains the values for the person added, as described in the following table. This following image shows the fields with example data for a budget that includes APL benefits.
|Name||The person selected in the Personnel Chooser or “TBD” for placeholder personnel|
|Title||The selected person’s title or the user-entered title for a TBD person.|
|UW Sub Object Code||The UW Sub Object Code for the person.|
|Include APL Benefits||Displays if you selected Budget includes Applied Physics Lab (APL) in the Advanced Settings section of the Properties tab. If checked, the Benefit Type for this person will be APL.|
|Benefits Exemptions||Provides current HR benefit exemption information on the individual.|
|Current Campus or APL Benefit Rates||Displays the appropriate benefit information for this person.
If Include APL Benefits is checked, the two APL Rates will display.
|Cascade Entries||If checked, will indicate that the system cascaded salary values across periods.|
Project Role and Effort
This section indicates whether the person’s position is Calendar or Academic, their role in the project, and the amount of effort.
|Worker Position Type||Calendar is a 12-month period. Academic/Summer consists of a 9-month academic period plus a 3-month summer period.|
|Project Role||Roles are:
Academic % Effort
Calendar % Effort
|Used to calculate the Person Months, Period and Project Totals for the person’s (01) Salaries and Wages line items. It is dependent on appointment type.
|Academic Hours Per Month
Summer Hours Per Month
|Displayed only for Academic Appointment types, once for Academic and once for Summer. The value is equal to the % Effort times 173.3 (the number of hours in a standard month).|
Salary, Wages, and Stipends
This section displays information about the person’s earnings.
Note: Salaries are adjusted to reflect any salary cap on the Targets & Caps Tab. Personnel with a capped salary are indicated.
|Date Retrieved||System-generated date (mm/dd/yyyy) indicating when the salary information was retrieved from the source system.|
|UW Monthly Salary||The salary of the person based on a 100% FTE.|
|Clinical Monthly Salary||The clinical salary information where applicable.|
The earnings table lists all of the earnings for the selected person.
|Checkbox||This is checked by default to include this row in the Starting Monthly Salary total|
|PositionID||Unique identifier for the Workday position|
|Obj-SubObject||This value is 01 for Salary and Wages, followed by the sub-object code for the selected person|
|Cost Center||Cost center name and code|
|Organization||Organizational unit name and 10-digit code|
|Position Title||Selected person’s title for this position|
|Pay Type|| Possible pay types are:
Administrative and Endowed Supplements are included for Non-Faculty Personnel.
|Unallocated Rate||Monthly or Hourly Rate|
|Distribution %||Proportion of total for this earning type|
|FTE Rate||Total of Unallocated Rate value times the Distribution percent|
The Starting Monthly Salary field will reflect the total of the selected (checked) earning rows.
This section displays any user-entered notes for this personnel entry.