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The Benefit Obligation By Account provides information about the dollar amount of benefit obligations a district would incur if employees were to use their entire sick, vacation, and personal balances.

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In order for an employee's job to appear in the Benefit Obligation By Account report there must be an active pay account assigned to the same position that has the eligibility flag set to 'Y'. If the program can not find a pay account for the Position, the employee is omitted from the report.

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Field Definitions

The Format options available:

  • Comma Separated Values
  • PDF (download)

The Account Sort by options available are:

  • Budget Account
  • Bund/SCC
  • Fund
  • Function
  • Object
  • Special Cost Center
  • Subject 
  • Operational Unit
  • Instructional Unit
  • Job Assignment

Select the the Employee Detail Sort Options:

  • Employee Number
  • Employee Name

The Page Break on Account field choices are:

  • Check  to have a page break on an account
  • Leave unchecked  to have no page break on an account

Select the Leave Types available:

  • Vacation Leave
  • Sick Leave
  • Personal Leave
  • All Leave Types

Select the applicable applicable Job Status:

  • Inactive Employees only
  • Active Employees only
  • Both Active and Inactive Employees

The The Exclude Ineligible Positions field  field choices are:

  • Check Image Modifiedto exclude positions that are ineligible for sick, vacation, or personal leave (balance reported as zero).
  • Leave unchecked Image Modifiedto include position that are ineligible for sick, vacation, or personal leave.

The The Include Archived Employees field  field choices are:

  • Check Image Modifiedto include positions of employees who are concealedarchived.
  • Leave unchecked Image Modifiedto exclude positions of employees who are concealedarchived.

The Positions Eligible for Retirement Only options are:

  • Check the  option to include all employee that are eligible for retirement 
  • Leave unchecked the option to exclude all eligible employees for retirement

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Once all options have been selected, click on on Image Modified.

Example of an Estimated Potential Benefit Obligation Report by Account

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