The LOCATION FTE REPORT (ANNUALIZED) lists and compares the allocated FTE amounts to the annualized assigned FTE amounts to point out discrepancies (if any). Selection by year, teaching/non-teaching status, location type, location, position, bargaining unit, category and department allow you extract specific groups of FTE allocations and assignments.
Annualized FTE is different from current FTE in that annualized FTE takes into account the length of time the employee has the assignment. If a person works full time for one month, they have a current FTE (for that month) of 1.0, whereas they would only have a 0.10 annualized FTE (assuming they were a teacher and only work 10 months of the year). This report, therefore gives a better picture of FTE allocations for a period of time and not just for a single day. If your district uses a semester system, annualized FTE is particularly valuable, because one semester could be completely different than another.
Year
Enter a four digit valid year you want to report on. FTE Allocations are entered and saved for each year so you have to specify which year you want to report on.
Teaching/Non Teach
Enter 'T' to report only teaching allocations.
Enter 'N' to report only non-teaching allocations.
Location Types
Enter up to 10 Location Types. Employees that have eligible assignments at locations with matching location types will be considered for processing. If no location types are entered, all assignments will be considered for processing.
Locations
Enter up to 10 Location Codes. Employees that have eligible assignments at matching locations will be considered for processing. If no locations are entered, all assignments will be considered for processing.
Sort By Code/Desc
Enter 'C' to sort locations by location code.
Enter 'D' to sort locations by location description.
Inc Allocs On Rep
Enter 'Y' to include detailed FTE allocation codes on the report.
Enter 'N' to show only the total of all detailed FTE allocation codes.
Enter 'G' to show the FTE allocations at the bottom of the report instead of at the top. The system will lso match assignments to FTE allocation codes by GL segment and show a comparison of allocated to staffed amounts for each code. To use this option you must fill in the GL segment onto each FTE Allocation and fill in the GL Segment Position in the User Specific parameters Profile. Use of this feature also assumes that you have entered GL's onto all of your assignments.
Enter 'H' to show a summary page of comparison of allocated to staffed FTE's by GL segment.
Wrap FTE Allocations
Enter 'Y' to wrap the FTE Allocation headings onto more than one line if necessary.
Enter 'N' to show all FTE Allocation headings on one line.
Include Assignments
Enter 'Y' to include assignment details on the report.
Enter 'N' to exclude assignment details from the report; thereby showing only the location sub totals.
Employee Category
Enter up to 10 Employee Categories. Employees with matching Category codes will be considered for processing. If no categories are entered, all employees will be considered for processing.
Demo Bargaining Units
Enter up to 10 Bargaining Units. Employees with matching Bargaining Units will be considered for processing. If no bargaining units are entered, all employees will be considered for processing.
Assignment Departments
Enter up to 10 Department Codes. Employees that have eligible assignments with matching Department Codes will be considered for processing. If no department codes are entered, all assignments will be considered for processing.
Asgn Positions
Enter up to 10 Positions. Employees that have eligible assignments with matching Positions will be considered for processing. If no positions are entered, all assignments will be considered for processing.
Assignment As Of Date
Enter a valid date in (YY)YYMMDD format. This date is used to calculate the current hours/FTE. Only assignments current as of this date will be considered 'current' and will be included for processing.
Include Leaves
Enter 'Y' to include leave assignments in addition to non-leave assignments on this report.
Enter 'N' to exclude leave assignments from this report.
Enter 'O' to only include leave assignments on this report.
Enter '*' to include leave assignments on the report without including their FTE in the annualized FTE column. Leave assignments will show up in the current FTE column and will be listed separately from the non-leave FTE in the subtotal line. The * selection does not have any effect in report formats 1 or 2.
Units/FTE/Hours
This prompt will affect the display of the ASOF FTE column.
Enter 'U' to show the FTE/hours amounts in the units they were entered in.
Enter 'F' if you want the system to convert the entered units into FTE for the report.
Enter 'H' if you want the system to convert the entered units into hours for the report.
Sort Of Assignments
Enter '1' to sort assignments by Employee Name.
Enter '2' to sort assignments by Employee Number.
Enter '3' to sort assignments by assignment type and then employee name.
Enter '4' to sort assignments by assigned department then employee name.
Enter 5' to sort assignments by first assigned subject then employee name.
Format Of Assignments
This prompt affects the display (what fields) of the assignment details.
Enter '1' to display employee, continuing hire date (seniority date), position, assignment type, start and end dates, leave FTE, assignment FTE and allocation FTE.
Enter '2' to display employee, first assigned subject, assignment type, start and end dates, comment, leave FTE and assignment FTE.
Enter '3' to display employee, assignment type, location, department, first assigned subject, start and end dates, current FTE, annualized FTE and allocated FTE.
Enter '4' to display employee, location, department, start and end dates, current FTE, annualized FTE, allocated FTE and over/under amount.
Enter '5' to display employee, continuing hire date (seniority date), position, assignment type, start and end dates, location, current FTE, Annualized FTE, and allocated FTE.
Enter '6' to display employee, employee status, department, employee category, replacing employee, start and end dates, current FTE, annualized FTE, allocated FTE and over/under amount.
Enter '7' to display employee, employee status, GL account, replacing employee, start and end dates, current FTE and annualized FTE.
Current Or Annualized
Enter 'C' to display the current FTE as of the specified ASOF date. The system will skip all prompts that are necessary for calculation of Annualized FTE and proceed to 'Portrait/Landscape' prompt.
Enter 'A' to display the annualized FTE.
Annual Start Date
Enter a valid start date in (YY)YYMMDD format for the date range to be used in the annualization of assigned FTE.
Annual End Date
Enter a valid end date in (YY)YYMMDD format for the date range to be used in the annualization of assigned FTE.
This date range will form the base that will determine how many days an employee should have worked.
This range prompt gives you the ability of seeing where you are for any period of time. Since assigned FTE changes frequently over a period of time it is useful to run this report for several date ranges. For example, you can take a look at the entire year, a particular quarter or even a month to ensure that your budgeted hours/FTE are not being exceeded
Annual Calendars
This prompt lets you choose a variety of calendars to calculate annualized FTE.
Enter '1' if you don't want the system to refer to any calendars. This would assume that employees work every day of the week.
Enter '2' if you want the system to exclude weekends from the annualization calculation.
Enter '3' if you want the system to exclude statutory holidays from the annualization calculation.
Enter '4' if you want the system to exclude weekends and statutory holidays from the calculation.
Enter '5' if you want the system to exclude weekends and teaching holidays (ie Christmas, Spring reak and Summer) from the annualization calculation.
Enter '6' if you want the system to exclude weekends, statutory holidays and teaching holidays (non-working days) from the calculation.
Annual Calc Method
Enter '1' if you want the system to calculate the days worked by counting each day within the specified date range excluding the days specified in the above calendar prompt.
Enter '2' if you want the system to assume that an employee works 20 days each and every month, and that the days NOT worked will be subtracted from partially-worked months to determine the days worked. The above calendar rules still apply.
Take for example October 2002. It was 23 working (non weekend) days. Annualization Method 1 would count 23 days. The base would also be 23 days. So, the calculated FTE would be 1.0 Annualization Method 2 would assume 20 days, and then subtract the days not worked (zero in this case) to arrive at 20 days worked divided by a base of 20 days rendering a FTE of 1.0.
For fully worked months, there would be no difference in the result. If, however, an employee worked October 3rd to 30th, there would be a difference. Method 1 would render an FTE of 0.869 (20/23) whereas method 2 would yield an FTE of 0.85 (20-3)/20. The results will be close by rarely the same.
Annual Base Days
This field will be used as the base number of days in the specified date range. If a person works the same number of days as this base, they will be considered to be a 1.0 FTE employee. This system will calculate the base days depending on the calculation method and calendar rules defined above. If a person works 180 days and the base is 200, then their FTE would be 180/20.9.
Portrait/Landscape
Enter 'P' to print the report in portrait mode.
Enter 'L' to print the report in landscape mode.
if you entered 'L'andscape, the cursor will go to the following prompts:
LANDSCAPE WIDTH (CHARS PER LINE)
Enter the number of characters you want to be printed on each line of the report.
Landscape Length (Lines Per Page)
Enter the number of lines you want to print per page.
Include Summary
This prompt currently does not do anything and can only be answered 'N'.
Include Postings
Enter 'Y' to include unfilled postings in the report.
Enter 'N' to exclude unfilled postings from the report.
Page Break
Enter 'Y' to start printing each location on a new page.
Report/Merge
Enter 'R' to generate a report.
Enter 'M' to generate a mail merge or export file.
Enter 'P' to generate one PDF report for each location. This PDF document is stored in folders under the directory pointed to by the logical SRB$HRPDF. This option exists to create documents that can be viewed by manager web self-service.
Enter 'E' to e-mail each of the schools the report as a PDF attachment. In the Merge Profile Field that follows, you can enter whether the 1st, 2nd or 3rd location email address should be used from the Location Database Screen (menu option ,10,1,7,1,2). Instead of entering 1, 2 or 3, you can also over-ride the location email address by typing in a valid email address. This is useful when testing the report to e-mail all the reports to a single e-mail address.
If you use either the P or E options, you must have the SRB$HRPDF logical set up in your LOGICALS.COM file.
Client customizations for this report:
Client - 1239 - Saanich SD# 63 - Some of the prompt defaults are different for this client.