Employee Salary Projection Report
This article covers how to run and interpret the Employee Salary Projection report on the Budget Management dashboard.
What does this report show?
This report shows salary projections for specific employees. It includes: Jobcode Description, Position Number, Position Number Legacy, Employee Name, Employee ID, CHRS ID, Union Code, FTE, Actual Pay (white) or Projected Pay (yellow) for each month of the fiscal year, and Total.
1. Log in to the campus portal and access TitanInsights.
2. Click Shared folders to access dashboards/reports.
3. Click on the Finance folder.
4. Select the Budget Management folder.
5. Select the Budget Management dashboard.
6. Click on the Employee Salary Projection tab.
Report Overview
The Employee Salary Projection report is a fiscal year overview showing actual salary expenditures for past months and salary projections for future months.
When you access the report, your personal settings for the report appear. If you have not set up your personal settings, the system defaults will automatically populate.
Report Filters
The first section of the report contains the available filters. Utilize the filters to narrow down your report results or find specific values.
| Filter | Description |
|---|---|
| Fiscal Year | The beginning calendar year of the Fiscal Year for which you wish to view data (i.e., FY 2024-2025 = 2025). |
| Accounting Period | The period(s) for which you wish to view data. The
fiscal year begins in July (period 1) and ends in June of the following calendar
year (period 12). |
| Fund | The specific fund code(s) for which you wish to view data. |
| Account | The specific account code(s) for which you wish to view data along with the name associated with the account code(s). |
| Program | The specific program code(s) for which you wish to view data along with the name associated with the program code(s). |
| Class | The specific class code(s) for which you wish to view data along with the name associated with the class code(s). |
| Position Number | The specific position number(s) for which you wish to view data. |
| Division | The specific campus division(s) for which you wish to view data. Selections subject to the user’s department
level security access. |
| Department | The specific department ID(s) for which you wish to view data along with the name associated with the department ID(s). Selections subject to the user’s department
level security access. |
| Jobcode | The specific jobcode(s) for which you wish to view data long with the name associated with the jobcode(s). |
Available Column Headers
Just under the report filters are the available columns headers for the report results table. Use the drop-down menus to select the columns you want to see on your report results table. The data will automatically update when you make a selection.
The following column headers are available for the report results table.
| Column | Description |
|---|---|
| Division | The campus division associated with the line item. |
| Department | The department ID and department name associated with the line item. |
| Account Description | The account code and name associated with the line item. |
| Fund Code | The fund code associated with the line item. |
| Jobcode Description |
The jobcode and name associated with the line item. |
| Position Number |
The CHRS position number associated with the line item. |
| Position Number Legacy | The legacy HR system position number associated with the line item. |
| Employee Name | The name of the employee associated with the line item. |
| Employee ID | The Campus-Wide ID (CWID) associated with the employee in the position. |
| CHRS ID | The CHRS ID number associated with the employee in the position. |
| Program Code | The program code and name associated with the line item. |
| Class | The class code and name associated with the line item. |
| Master Department | The master department associated with the line item. |
| Project | The position number associated with the line item. |
| Sub-Division/College | The sub-division/college associated with the line item. |
| Union Code | The union code associated with the position in the line item. |
Report Results Table
The second section of the report contains the report results table.
The columns in yellow contain projection data.
Column Descriptions Table
| Column | Description |
|---|---|
| Jobcode Description |
The jobcode and name associated with the line item. |
| Position Number |
The CHRS position number associated with the line item. |
| Position Number Legacy | The legacy HR system position number associated with the line item. |
| Employee Name | The name of the employee associated with the line item. |
| Employee ID | The Campus-Wide ID (CWID) associated with the employee in the position. Begins with an 8XXXXXXXX. |
| CHRS ID | The CHRS ID number associated with the employee in the position. Begins with a 1XXXXXXXX. |
| Union Code | The union code associated with the position in the line item. |
| FTE | This column indicates the total Full-Time Equivalency (FTE) of the person in the position in the line item. Note that a position may have an FTE of 1.00 with two people occupying that position at .50 FTE each. |
| Monthly Totals | For each month in the fiscal year, this field will show the actual salary amount paid for the position (if the column is white) OR the projected salary amount (if the column is yellow). |
| Total | This total is calculated by adding up the actual salary amounts and the projected salary amounts for the fiscal year for the position. |
Need More Help?
For technical assistance with TitanInsights, please contact the IT Help Desk at [email protected] or 657-278-7777.
For assistance with the Budget Management reports and data, please email [email protected] or visit the Resource Planning & Budget website to submit an inquiry.