Central Accounting Database Inquiry (CADI)

Projections by Organization/Employee

Projections by Organization / Employee is Option 1 on the Salaries and Benefits Reports screen. This option is used to incorporate projection data (unpaid pay periods) with employee payroll/personnel data (actuals) to provide an annual (12-month) payroll forecast.

Note: This report is only available in print.

This option provides a current year payroll forecast by employee and pay period. It incorporates user input projection data with data established on the Payroll/Personnel System database. The report data is then used in producing the four Managers Projection Reports (status of funds) which provide a final fund status.

Note: Prior year projections can only be executed during October.

To have the most accurate Managers Projection Reports, it is recommended a new projection report be executed after each pay period.

To Select This Option:

1. Complete the fields as follows:

   Field	Instruction
   Report Code:	Type 1 or PR.
   Org:	Type the organization code.
   Proj. No:	Do not enter data in this field. A new project number is displayed in this field. Press Enter.
   Det Emp Action:	If requesting a previously generated projection number, type Y for Det Emp Action and complete the Remote ID and the Route To fields, prior to pressing Enter. Type one of the following: Y - A report will be generated showing the employee details used to calculate the projection, reflecting unpaid pay period accounting, and recorded tour of duty in SSN Social Security number sequence. A - A report will be generated showing the employee details used to calculate the projection, reflecting unpaid pay period accounting, and recorded tour of duty in Name sequence. The system defaults to N indicating no details will be displayed.

   If the Projection Number field is left blank, additional selection criteria fields are displayed.

   

2. Complete the fields as follows:

   Field	Instruction
   Acct Code:	Type the fiscal year or the accounting code for a specific accounting code projection. Only active employees (not separated) are reflected when an accounting code is requested.
   SSNO:	This field is not used.
   Rate Increase	Type the percentage increase. This increase is only applicable to salaries not benefits. Cost-of-living increase is automatically calculated in the projection for individuals once it is in the Payroll/Personnel System database. If a decimal is not entered, it will be system generated.
   In Period:	Type the pay period in which the rate increase is effective. The increase will be projected out for subsequent unpaid pay periods.
   Last Pos of Year:	Type the year.
   Det Emp Action:	Type one of the following: Y - A report is generated showing the employee details used to calculate the projection, reflecting unpaid pay period accounting, and recorded tour of duty in SSN Social Security numbersequence. A - A report is generated showing the employee details used to calculate the projection, reflecting unpaid pay period accounting, and recorded tour of duty in Name sequence. The system defaults to N indicating no details will be displayed.
   Remarks:	Type the description of the projection. This will be displayed on the Projection Output Report.
   Remote ID:	Type the remote printer number.
   Route To:	Type the data to identify who requested the report (e.g., name, bin number). Press Enter.

Note: If this report is requested with detail employee action, the Salaries and Benefits Projection is labeled Detail Employee Data and Activity Details Report.

Report Output

Based on the selection criteria, the output report is displayed showing the following fields:

An overall total for the organization is provided at the end of the report for each pay period: a yearly total and yearly staff years.

Report Output

If the Detail Employee Action was selected, the following detail employee data and activity details will be provided as backup to the projection report: