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User Interface
College
Administrator’s Personnel Module uses a standard Windows
Interface. It contains validation code, employee data entry screens
as well as appointment tracking, position budget management, and
numerous reporting options. The employee data entry screens use
tabs to manage up to 17 types of information, from office address
to total salary and salary distribution, for each employee. When
an employee’s personnel record is retrieved, all of their
information is put at the user’s fingertips in an instant.
A flexible, multi-level security system controls system functionality
and user access to data. On-line help and documentation is available
to answer users’ questions.
Data can be manually entered or electronically imported from many
systems used by the research, academic, and medical institutions.
Field labels can be modified to match local terminology such as
sub-code vs. object code. User defined codes allow for the tracking
of information unique to your organization.
Report Formats
College Administrator’s
Personnel Module Reports provide a variety of standard report
formats, from mailing
labels to equity
and faculty
profiles, to enhance all aspects of your human resource management.
These reports are hard-coded and have been developed at the
request of administrators from numerous major universities
and research
hospitals.
Personnel Action and Salary Distribution reports can be generated
to display current or historical salary distributions and percent
effort on accounts and cost centers. These reports provide information
by corporate entity, object code, position and cost shared account.
Additional reports identify position budgets, generate department
directories, distribute department mailings, and compute yearly
salary increases.
Sample report formats are listed below for viewing:
Mailing
Labels
Shows employee addresses formatted as mailing labels.
Other mailing label formats are available.
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View
Sample |
Standard
Lists - Employee Directory
One of many standard list reports, formatted as an
employee directory. Includes employee name, department, division,
title, and e-mail address. Also includes office and home addresses
and phone numbers.
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View
Sample |
Equity
Report
Shows employee name, title, total salary and other
demographic data such as race, gender, and date of birth. Also
includes dates and length of time appointed to the current rank/title,
to the department, and to the university. Information is grouped
and sorted by employee title. The average salary for each title
is also displayed. |
View
Sample |
Three
Year Historical Salary Report
Shows employee name, unique id (in this case, social
security number), title, date appointed to current rank/title,
and current total salary, and total salary for past two years.
Also shows percent of salary increase given for each of the
past three years. Information is sorted alphabetically by employee
name.
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View
Sample |
Salary
Coverage by Funding Source per Month Report
Shows employee name, annual salary, percent of salary, and monthly
salary for each funding source. Amount paid by source is shown
in each row and gaps in funding appear as blanks when sources
end. The total salary and percent of salary paid per month,
as well as the difference between the salary distribution and
total salary is shown at the bottom of each column. Possible
funding sources from pending grants are shown at the bottom
of the report. The layout of this report allows for easy detection
of funding shortfalls.
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View
Sample |
Effort
Certification Report
One of several report formats that can be used for effort certification
and is generated for a user-defined time period. Shows employee
name, account (or project number), cost center (may be user-defined),
object code (expense type or category), project name, funding
agency number (for grants), percent of salary, and percent of
time. There is an employee signature line at the bottom of the
report.
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View
Sample |
Personnel
Information Report
This report displays a summary of an employee’s
personnel record. It includes demographic, address, title, total
salary, and salary distribution information for each employee.
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View
Sample |
Personnel
Action Report
Shows employee name, unique id (in this case, social
security number), total salary, and salary distribution effective
as of a user-defined date. Salary distribution information includes
account, cost shared account, object code, cost center, rate
of pay, percent effort, position number (for positions with
state appropriated budgets), account/project end date (for grants
/ research funds) and other account attributes such as the department
administrating the account.
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View
Sample |
Salary
Distribution Report
Shows employee name, unique id (in this case, social
security number), and salary distribution over a user-defined
time period. Salary distribution information includes start
and end dates, account, cost shared account, object code, cost
center, rate of pay, percent effort, position number (for positions
with state appropriated budgets), account/project end date (for
grants / research funds) and other account attributes such as
the department administrating the account.
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View
Sample |
Salary
Distribution by Corporation Report
This report is another version of the Salary Distribution
Report for organizations managing multiple corporate entities.
It contains the same information as displayed on the standard
Salary Distribution Report. In this case, however, salary distribution
lines are grouped and subtotaled by the corporate entity administering
the account.
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View
Sample |
User-Defined
Custom Report - List of Employees and their e-mail addresses
An example of how individual variables can be selected by a
user and exported to another format and/or printed. This example
includes employee first name, last name, and e-mail address.
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View
Sample |
Faculty
Profile Report
This report consolidates information from the Personnel
/ HR, Grant, and Space and Equipment Inventory Modules for individual
faculty. It displays a faculty member’s name, title, salary
information as well as the names and salaries of their supporting
research staff from the Personnel / HR Module. Active and pending
grant information is displayed from the Grant Module. An inventory
of their space and their amount of grant dollars per square
foot of research space is pulled from the Space and Equipment
Inventory Module.
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View
Sample |
Other
example formats include:
- Industry
standard mailing labels
- List
reports including formats by:
- Employee
Name
- Title
- Social
Security Number
- Date
of Birth
- Department
Directories
- Financial
reports including:
- Salaries
by Employees and Account
- Equity
Reports
- Personnel
Action Reports with % Effort
- Salary
Distributions by Corporate Entity, Account, & Cost
Center
- Salary
Distribution Cross-Tabs
- Total
Salaries
- Three
Year Salary Histories
- Salary
Worksheets
- Personnel
Information Sheets
- Tickler
file reports
- Fringe
benefit listings
- Position
budget reports and worksheets
- Faculty
profiles
Top
Custom Report / Data Export System
College Administrator’s
Personnel Module contains over 60 fields just for tracking
static demographic and address information for
each employee. The number of formats needed to report on the
different possible combinations of this data is unimaginable.
Conveniently,
Department Manager provides a Custom Report / Export system that
allows users to design their own reports as they need them. The
system is easy to use. Fields can be selected one by one for
the generation of reports in rows and columns. Exporting the
data to
MS Word, MS Excel, Acrobat Reader, Crystal Reports or other software
allows for further modification of the layout.
College Administrator provides a similar feature for generating historical
reports on employee rank and title information. Users may select
from fields such as appointment start and end dates, rank or title
code and description, tenure status, appointment type (primary or
secondary, full-time vs. part-time and permanent vs. temporary),
position number, department and division holding the appointment,
reason for termination, and more.
Top
Faculty Evaluation College
Administrator helps organize your faculty evaluation process.
Reports are designed to quantify relevant information and compare
faculty within a school, department, division, or other user-definable
group. Equity reports can be used to compare salaries for employees
with the same or similar rank or title codes. A Three Year Salary
History report can show trends in salary increases. A Faculty Profile
report presents salary distribution, grant funding, supported staff,
equipment, and space allocation data for individual faculty. The
report includes the amount of research funding per square foot of
research space controlled by the faculty member.
Top Reminder / Tickler File System
Five of the
reports in College Administrator’s Personnel Module
are designed to notify users in advance of date related actions
needing to take place. These include:
- VISA
Expiration Date
- Work Performance
Review Date
- Appointment
Ending Date
- Date to be
Removed from Payroll
- Salary Source
End Date
These reports are designed to help you administrate your department
proactively. When the last two reports are combined with reports
from the Accounting Module, they can help you significantly reduce
the number of retroactive salary distribution and payroll changes
that are made.
Top
Tenure Tracking System
College Administrator’s Personnel Module helps you manage your
faculty tenure and promotion process. Tenure status is monitored
according to categories such as tenured, non-tenured, and not tenure
tracked. Dates track an employee’s initial appointment to
a department and university, as well as the start of their current
rank or title and when it is scheduled to end. Primary and secondary
(joint) appointments are tracked according to department and
division. When an appointment is ended, an additional code is used
to track
the reason for the termination.
Top Managing Multiple Corporate Entities
The architecture
of College Administrator’s Personnel Module
(and other modules) allows users to simultaneously manage or
combine financial information from multiple corporate entities.
This need
is sometimes found at medical research institutions where departments
are managing university, practice plan, and/or hospital funds
that are controlled by different corporate entities or affiliates,
with
each entity using a different general ledger system. The Personnel
Module allows individual employees to be simultaneously paid
from one or more corporate entities. The module tracks total
salary by
corporation as well as a consolidated salary, which is a sum
of the salaries paid by each corporation. Each salary from
an individual
corporation may be distributed across multiple accounts, cost
centers, and object codes. (See Managing Multiple Corporate
Entities as described
in the College Administrator Accounting Module section for further
explanation of how different account structures are managed.)
Top Data Security
College Administrator stores
information in a secure MS Access or SQL Server database. Access
to this information is controlled by
a sophisticated, multi-level security system built into the College
Administrator application. It allows an administrator to control
the functionality as well as the data-access for each user.
The first security level
controls access to menu items. This level of security controls
access to data display forms, user setup screens,
data transfer procedures, etc. In the Personnel Module, this
level of security also controls access to tabs on an employee’s
data display / data entry form (as described above in the Personnel
Module User Interface). It allows access to sensitive data such
as salary information or work performance reviews to be restricted
to all but a few administrators.
The second security level is used to control whether or not a user
has the right to edit data or just view data. Users with view only
access cannot modify data in the database.
The third security level
controls which employees a user can access. This level controls
access by employee type (Faculty, Staff, Post
Doc, etc) as well as the department and/or division controlling
the employee’s salary. In a complex case, data access can
be granted on an employee-by-employee basis. This level of security
allows installations to use College Administrator with a decentralized
H/R management staff.
Users can be granted
combinations of these three security levels. For example, a division
chief’s secretary may be given access
to only the demographic and address information for the employees
in his or her division.
Top Import Procedures / Interfaces to Other Systems
College Administrator’s
system architecture is compatible with and integrates with most
major human resource and payroll packages
developed for research, academic, and medical environments. Demographic,
address, appointment, total salary, and salary distribution data
can be electronically imported from most University H/R systems.
Multiple import procedures may be used for a single installation.
These procedures can be run automatically or at the request of
a system administrator.
Our import procedures
validate all data before it is loaded into the College Administrator
database. An Exception Processing System
allows users to correct records that contain invalid information.
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