Compensation Management Tools

Reports

Institutional Base Salary Payroll Summary

Provides detailed information regarding salary paid for employees across all appointments and pay types. The report may be filtered to include Institutional Base Salary payroll for persons on federal awards.

View the Institutional Base Salary Payroll Summary Report


Expiring Accounts with Labor

Provides information regarding salary paid for employees on expiring accounts. The report may be filtered to provide information by organization, accounts or individuals.

View the Expiring Accounts with Labor Report


Calendar Year Effort View

Displays summarized Institutional Base Salary payroll expenses and effort information by Award and Account PI for a given calendar year by Project or account. A single person view is also available showing calendar year and month distributions of effort for that employee.

View the Calendar Year Effort View Report


Salary Charged to Grants

Displays summarized salary information by fiscal year and various funding categories (Non-Contract & Grant, Contract & Grant, Cost Share etc.). Provides a list of employees associated with a given Responsibility Center or Organization, their salary and funding source. Also provides detailed salary information for selected individuals breaking down their salary charged across specific accounts or fund groups.

View the Salary Charged to Grants Report


Labor on Continuation Accounts

Displays labor detail that was originally intended to post to a Contract & Grant account that posted to a non-C&G continuation account instead.

View the Labor on Continuation Accounts Report


Cost Transfers on Sponsored Projects

Sponsored accounts must be reviewed on a monthly basis in accordance with IU Policy. Any costs transfers must be completed in a timely manner, as well as properly justified in order to ensure their allowability and allocability.

All cost transfers must include a reason for the cost transfer and a justification of how the expenditures benefited the sponsored project.

Cost transfers for all federal and federal pass-through sponsored awards, including corrections to salary costs, must be initiated and routed to ORA within three months following the month in which the cost was first incurred.

Cost Transfer Calendar
Month 1Month 2Month 3Month 4Month 5
Original Transaction Date - No ORA Cost Exception Committee review requiredNo ORA Cost Exception Committee review requiredNo ORA Cost Exception Committee review requiredNo ORA Cost Exception Committee review requiredRequires ORA Cost Exception Committee review
  • Cost transfers initiated in Months 1 through 4 do not require ORA Cost Exception Committee review
  • Cost transfers initiated after Month 4 require ORA Cost Exception Committee review
  • Please note that cost transfers initiated during the project confirmation period may change project statement status. Please refer to Project Confirmation in ECC.

To find additional information or to initiate a late cost transfer request please visit the ORA Cost Transfer webpage.