OBI Dashboard Updates

The following OBI Dashboard changes were deployed on the evening of July 21.   

GL Transaction Export and Grants Expenditure Inquiry

Prompts were added to select transactions for Journal Entry Tool (JET) Preparers and Processors.  These fields are not automatically included in the standard dashboard view; however, users can add those columns in their custom view. These columns are included in the data exports. For assistance in modifying your custom view to include this information please see OBI Dashboard: Functionality QRG.

HR: Absence management

Furlough days and voluntary furlough personal days were added to the absence management dashboard – YTD Balances and Usage View.  If you are viewing an employee, or list of employees, who have not yet used any furlough days or voluntary furlough personal days, you will not see columns for those plans in the usage section yet.  The usage section only contains confirmed absences that have been approved.  On the Projected Balances at 6/30 view, users are now able to view usage, balances, and projected balances for the FY21 furlough plans along with the other absence banks.    

HR: Appointment information and costing

Columns were reordered on the dashboard:

• salary information, which was previously on the far right and required users to scroll over to view the amounts, was moved to the first screen of data
• org campus and location name columns were hidden on the dashboard to create room for additional salary data to be displayed on screen

The user can add these columns to their dashboard view and save as a customization and the columns are still included in the data export.   

Two new fields were added to display furlough salary information more clearly, the Amount to be Paid and the Pre-Furlough Amount. Amount to be Paid column should be used to view FY21 appointment amounts as it reflects the amount after furlough reductions are applied.  In the HR system, regular salaries have already been adjusted to reflect the appropriate furlough reductions for FY21. However, the reductions to the fiscal increment and additional salary elements will not be reflected in the element amounts. Those reductions are calculated during the payroll process.  The amount/salary fields on this dashboard are explained below: 

• Amount:  For all pay elements, except fiscal increment and additional salary, the amount displayed reflects the amount after furlough reductions are applied, if applicable.  For fiscal increment and additional salary, the amount displayed reflects the pre-furlough amount.
• Amount to be Paid:  Reflects the amount to be paid after furlough reductions are applied.
• Pre-Furlough Amount:  Reflects the original element amount, prior to furlough reductions.
• Salary/Rate & Annualized Salary:  Reflects the employee’s salary/hourly rate as of the current date. Note – furlough reductions were applied to salaries effective July 1st for fiscal year appointments and on Aug. 16th for academic year appointments.

Questions?  Contact Finance Customer Care at financecustomercare@ohio.edu