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Salary and Wages Setup

The setup page for personnel, including To Be Determined (TBD) persons, consists of four sections:

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.

primary position type and fringe benefit rate section

Field Description
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.

project role and effort section

Field Description
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:

  • Principal Investigator
  • Application PI
  • Multiple PI
  • Mentor
  • Co-Investigator
  • Faculty
  • Key Personnel
  • Post Doctoral Associate
  • Graduate Student
  • Undergraduate Student
  • Secretarial/Clerical
  • Fellow (deprecated)
  • Other (default)
% Effort

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.

  • For a “Calendar” appointment, the percentage of effort is calculated on a 12-month period.
  • For an “Academic” appointment, the effort periods are broken into two terms, Academic (9 months) and Summer (3 months).
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.

salary, wages, and stipends section

Note: Salaries are adjusted to reflect any salary cap on the Targets & Caps Tab. Personnel with a capped salary are indicated.

Field Description
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.

Column Description
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:

  • Allowance
  • Stipend
  • Basepay

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.

Notes

This section displays any user-entered notes for this personnel entry.