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For a Legacy role, the Benefit Obligation reports (employee and account) needs USPS_STANDARD_BENEFITOBLIGATION_REPORT granted. They, also, must have USPS_STANDARD_EMPLOYEE_VIEW in order to run these reports. |
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This report is created automatically when the Fiscal Year End has been closed (June Posting Period is closed) and will be found in the File Archive/YYYY Fiscal Year Reports. If trying to process the report at a later time if any contracts were added whose date range overlaps the 'as of' date, the report would be different than what was processed at Fiscal Year End. It also checks the current position job status for 'Active', so if any Positions are no longer active, it would change the report results and also pay accounts that were changed would affect the report as well. The 'as of' date is used primarily to get the state of the Compensations as they were at that date, but it does not guarantee an identical report. The report will not pull in Archived Compensation record data. So if wanting data for the previous fiscal year the compensation record must be unarchived in order to pull the correct unit amount into the report. The report looks at when the USAGE or ACCUM was entered (Date Applied). A Leave Activity Report can be run to see when the leave was entered:
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The Benefit Obligation by Employee sort options include Employee Number, Employee Name and Pay Group. The program uses the hours per day field from Compensation when needed. If this field is not filled in (zero), the program defaults to eight hours. The only time this value is needed is when the benefit tracking unit (CORE/LEAVE) (hourly/daily) does not match the pay unit from Compensation.
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- Vacation Leave
- Sick Leave
- Personal Leave
- All Leave Types
Select the applicable Job Status Option:
- Inactive Employees only
- Active Employees only
- Both Active and Inactive Employees
Select the applicable Appointment Type Option:
- Certified
- Classified
- All Appointment Types
The Exclude Employee with ZERO balance field choices are:
- Check
to exclude employees with zero balances (for all three benefits) from the report. - Leave unchecked
to include employees with zero balances (for all three benefits) on the report.
The Exclude Ineligible Positions field choices are:
- Check
to exclude positions that are ineligible for sick, vacation, or personal leave (balance reported as zero). - Leave unchecked
to include position that are ineligible for sick, vacation, or personal leave.
The Include Positions of archived Employees field choices are:
- Check
to include positions of employees who are archived. - Leave unchecked
to exclude positions of employees who are archived.
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