SIMBA: LD - Searching for Plans

As the number of Labor Distribution (LD) plans created in Mendix continues to increase, you may need to search for particular LD plans rather than scrolling through a long list to locate desired plans. Several SIMBA tiles allow users to set search and filter criteria for viewing LD plans.

Prior Version

Mendix filtering capabilities were updated on November 8, 2024. Previously, when users had fewer than 6,500 LD plans, they would go directly to the Labor Distribution Planning Overview screen with no ability to enter search parameters. When users had 6,500 plans or more, they could search by Home Cost Center, Year, and PSU ID on the Search Parameters screen (see Figure 1) to filter the results that populated the Labor Distribution Planning Overview screen (see Figure 2).

Figure 1. Old Search Parameters Screen

Figure 2. Old Planning Overview Screen

The updated searching capabilities provide additional search parameters, offering seven search fields rather than three. Additionally, these search parameters are now available when users have a minimum of 1,000 plans rather than 6,500 plans.

The following sections detail how to search for LD plans using the updated features.

Searching for LD Plans

1. Select one of the following SIMBA tiles (see Figure 3):
   
   • Labor Distribution Approvals
   • Newest Fiscal Year LD Plans
   • Labor Distribution Plans in Error
   • All Labor Distribution Plans
     
     
     Figure 3. SIMBA tiles for LD plans.
     
     Note: If you have fewer than 1,000 LD plans, the Labor Distribution Planning Overview screen opens; skip to Step 4. If you have 1,000 or more LD plans, the Search Parameters screen opens; continue with Step 2.
     
     

2. In the Search Parameters screen (see Figure 4), enter values in the following fields to filter as necessary.
   
   Figure 4. Search Parameters screen.
   
   
   • Fiscal Year: four-digit year available for viewing
   • Last Name: employee last name (case sensitive, initial capital)
   • PERNR: employee personnel number
   • PSUID: nine-digit University personnel number (always begins with 9)
   • Business Area: four-digit College, Campus, or Administrative Unit number
   • Department: first three digits of business area plus two-digit department number
   • Position Type: employee type (only one) for current primary position from Workday

• • • Academic (e.g., faculty, post-doctoral scholar)
    • Academic Administrator (e.g., department head)
    • Administrator
    • Affiliates (no plans for this position type)
    • Contingent Worker (no plans for this position type)
    • Executive (e.g., dean, vice president)
    • Part-Time Academic-B (faculty paid hourly)
    • Part-Time Academic-M (faculty paid monthly; e.g., adjunct lecturer)
    • Part-Time Non-Acad-B (staff paid hourly; e.g., PT teaching assistant)
    • Part-Time Non-Acad-M (staff paid monthly; e.g., PT coach, PT camp counselor)
    • Penn State Health-BW (clinical staff on biweekly plan)
    • Staff
    • Student-B (student paid hourly; e.g., federal work study)
    • Student-M (student paid monthly; e.g., graduate assistant, fellow)
    • Technical Service

3. Click the green Search button  on the Search Parameters screen to display your results on the Labor Distribution Planning Overview screen (see Figure 5).
   Note: All Records (#) in the top left corner identifies the number of plans in the results list.
   
   Figure 5. Labor Distribution Planning Overview screen.
   
   
4. (Optional) Further filter the results Labor Distribution Planning Overview screen.
   1. Click the down caret for a desired field to enter the following possible filter options. [Note: Assigned filter criteria appear in blue text below each search field (see Figure 6).]
      
      Figure 6. Filter criteria assigned on Labor Distribution Planning Overview screen.
      
      
      • Status: LD plan status (e.g., LD re-plan needed after master data change, Employee has unexpected clearing account balance)
      • Fiscal Year: four-digit year available for viewing
      • Home Cost Collector: cost center of employee’s primary position
      • Salary Plan: Weeks of Service or Time Type from Workday 
      • Position Type: employee type (only one) for current primary position from Workday
      • Department: first three digits of business area plus two-digit department number
        
        
   2. Click the green Search button  to apply the new criteria and regenerate your filtered list of plans.
   3. (Optional) To clear this additional filter criteria and return to the All Records (#) results, click the blue Reset Filter button .
      
      
5. (Optional) To update your results list to reflect plans whose status may have been edited in SIMBA, click the blue Refresh List from SIMBA button .
   
   
6. (Optional) Customize the data display.

1. 1. Select the data columns you want to include.

1. 1. 1. 1. Click the eye icon  to view available columns.
         2. Select the check box for each column you want to show in the plan overview (see Figure 7).
            
            Figure 7. Show and hide columns.
         3. Click the eye icon  again to hide the list of available columns.
            
            

2. 2. To sort data within a column, click the up/down arrow  to sort alphabetically or numerically (see Figure 8).
      
      Figure 8. Sort data within a column.
      
      

7. (Optional) Click a plan’s row to do either of the following:
   • Update an employee’s effort by position.
   • Approve a plan that has been edited and is in workflow.

SIMBA Support website

SIMBA Support > Labor Distribution & Effort Certification

LD - Plan Status Review KB article