Project Personnel

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

Figure 286 Add Project Personnel Selection Area

Table 123 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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Caution: Changes made in the Project Personnel section must be saved before the corresponding results are reflected in the Personnel Details section.

Figure 287 Budget Document > Personnel Page > Project Personnel (All Periods) Section – Example

Table 124 Budget Document > Personnel Page > Project Personnel (All Periods) Section - Field Descriptions

Field

Description

Displays sequential line item number for each table row in ascending, top-to-bottom order. Also serves as a line selection/delete row label.

Person

Display-only. The specific individual identified as part of the proposal. Names are fed from the Key Personnel in the Proposal document.

Job Code

Enter 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.

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)

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.

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: you must delete from the details first, then confirm the delete action on the Project Personnel tab to complete the delete process.

Click [Base Salary by Period] to open a pop-up window to maintain the salary values to appear in the Base Salary field in certain S2S budget forms.

You may do any of the following to populate the fields

• Manually enter the base salary value

• Click [calculate] to have the system multiply the maintained base salary by the value maintained in the parameter document DEFAULT INFLATION RATE FOR SALARY

• After using the calculate option , manualy adjust the values.

• Click [save] to maintain the values

• [Click [close] to close this window and return to the Personnel budget page.

The system brings forth the information associated with any individuals added to the Key Personnel section after a budget version has been created. The sync button only adds information; it does not delete any budget person. (e.g. if a person is deleted from the Proposal Key Personnel section, pressing sync on the Project Personnel section would not delete the corresponding entry on the Project Personnel section.