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Project Personnel

The Project Personnel tab always displays ‘(All Periods)’ in the tab label.  Changes made to this section must be saved prior to adding details to the Award Budget.  For deletions, you must delete from the details first, and then confirm the delete action on the Project Personnel tab to complete the delete process.

  Adding Project Personnel

 

Figure 1458 Add Project Personnel section

 

Table 598  Add Project Personnel Selection Area Descriptions

Field

Description

Add Project Personnel section, Person column

Employee Search

Use the lookup  to search for and return  the desired employees from the database (often this is data feed from your institutional HR office).

Non-employee Search

Use the lookup  to search for and return  the desired non-employees from the address book database.

To be named

Use the employee table lookup  and  button as necessary to specify positions to be hired or identified once the award is made.  For example, returns values such as “TBA Research Assistant” or “TBA Res. Scientist.”

 

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A Job Code must be completed and its value entered before budgeting an individual.  Your institution may have implemented KC in such a way that it is linked to a Human Resources Information System, which can automatically populate employees with the correct Job Code, Appointment Type, Base Salary, and Salary Effective Date.

Figure 1459 Award Budget Document, Personnel Page -  Project Personnel Example

 

Table 599 Award Budget Document, Personnel Page - Project Personnel Column Descriptions

 

Column

Description

#

This column displays sequentially numbered line item rows for each person entry. Also serves as a line selection/delete row label

Person

Display-only.  Typically the Last Name, First Name of the person is displayed.

Job Code

Use the lookup icon to select the 6-digit alphanumeric value for the Human Resources position identifier directly associated with the individual named in the Person column.        

Appointment Type

Required.  Select from the list  the Type of employee or duration of the appointment for the individual names in the Person column. Regular Employee is the default out-of-box type, but this may be changed by a developer at your institution.

 

Appointment Type

Meaning

Salary Calculation Base

9M DURATION

Academic year appointment

9 Month base salary

10M DURATION

Supplement to academic year appointment

10 Month base salary

11M DURATION

Supplement to academic year appointment

11 Month base salary

12M DURATION

Staff

12 Month base or annual salary

REG EMPLOYEE

Regular employee

12 Month base  or annual salary

SUM EMPLOYEE

Summer appointment

3 Month base salary

TMP EMPLOYEE

Temporary appointment

1 Month base salary

Base Salary

Required.  Calculation base.  The individual's current salary less any special pays (administrative supplements).  If your institution has not linked KC to an HR system, then the default is $0.00.

Salary Effective Date

Required. Use the calendar  function to locate and select a date, or enter one in mm/dd/yyyy format.  This represents the date of the employee's annual increase. This is automatically populated with the Project Start Date to prevent a null field.

Salary Anniversary Date

(If enabled). If your institution uses individual anniversary dates for salary inflation, the Salary Anniversary Date column should be maintained with a date for each Budget Person. If your institution pre-populates from HR data, the date may pre-populate. Otherwise, enter the date manually. The system will still use the rates table for the relevant inflation percentage (by personnel category for the selected salary type/cost element), but the individual anniversary dates will be used in the calculation instead of the salary category dates displayed in the table

Actions

  Click to remove an individual.  Note: If the person has been added to the budget details, you must delete from the details first, and then perform the delete action on the Project Personnel tab to complete the delete process.

This button is an artifact from the Proposal Development Budget module. This function is not active in the Award Budget..