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.
The Account sort options include all pay account dimensions including appropriation level and entire account code. The Benefit Obligation By Account also has the ability to create spreadsheets. These spreadsheets can be used by any district, but may be particularly helpful to those districts on GAAP.
The program uses the 'Eligibility Flags' from the employee's Position; the Unit Amount, Pay Unit and the Hours In Day field from the Compensation; and the Leave Unit from the employee's Leave screen.
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.
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 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 Job Status:
- Inactive Employees only
- Active Employees only
- Both Active and Inactive Employees
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 Concealed Employees field choices are:
- Check
to include positions of employees who are concealed. - Leave unchecked
to exclude positions of employees who are concealed.
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
Select specific Employees to be included on the report. Select them from the list of all Available employees to the Selected box. Leave blank to select all employees.
Once all options have been selected, click on 
.
