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.
The Benefit Obligation by Employee 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.
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 It also checks the current position job status for 'Active', so if any Positions are no longer active, it would change the report results and also pay accounts that were changed would affect the report as well.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 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.
An employee will be included in the Benefit Obligation By Employee report if any of the CORE/POSITIONS benefit eligibility flags are checked (yes)' for the selected leave type and the leave type has a remaining balance in CORE/LEAVES.
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 position to appear on the Employee Benefit Obligation report there must be an active pay account assigned to the same position that has the eligibility flags checked (yes). If the program can not find a pay account for the position, the employee is omitted from the report.
Field Definitions
The Save and Recall option 
allows the users to create and save certain reports 
for different report runs for each report option. The Default option is the original SSDT report and the Most Recent is the last report that was ran by the user. If the report is no longer needed, click on 
to delete the report. The Default reports cannot be deleted.
The Format options available:
- Comma Separated Values
- PDF (download)
Select the Sort By options available:
- Employee Number
- Employee Name
- Pay Group
Select the Sub Total Options:
- Pay Group
- Employee Number
Select the Page Break Options available:
- Pay Group
- Employee Number
Select the Leave Type Options available:
- 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.
Enter a Report as of Date 
Select specific Pay Groups to be included on the report. Select them from the list of all available pay group types to the Selected box. Leave blank to select all pay groups.
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 
.
Example of an Employee Potential Benefit Obligation Report
