Benefit Obligation By Employee

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.

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 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:

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

Select the applicable Appointment Type:

• Certified
• Classified
• All Appointment Types

The Exclude Employees 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 concealed 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