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 employe 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 concealed. - Leave unchecked
to exclude positions of employees who are concealed.
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
