uwservice.wisconsin.edu€¦ · XLS file · Web view · 2011-05-26PAY002 Payroll Register ... TAX001 Tax Deposit Summary Produces pay period details of federal, ... Reconciliation

HRS Report Inventory 05/08/2023

Page 1 of 16 document.xlsx

Version Date: 5/26/2011

Module JIRA Technical Report Name Report Title Report Description Business Need Navigation Security Roles (PS) Security Roles (IAM) Batch Schedule Cypress Distribution

AM 719 Apr 2011 Query UW_AM_719_GLBR_DEPTID Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

AM 719 Apr 2011 Query UW_AM_719_GLBR_EMPLID Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

AM 658 May 2011 SQR UWAMR001 Unclassified Leave Report Custom New Production Y

AM 287 SQR UWAMR002 Custom New Production TBD TBD TBD TBD

AM 713 Apr 2011 SQR UWAMR003 Negative Vacation Balance Report Custom New Production Y 45 days

AM 716 Apr 2011 SQR UWAMR004 Audit Custom New Production Y Scheduled weekly 45 days

AM 712 Apr 2011 SQR UWAMR005 Leave Activity Summary Cumulative YTD Leave activity report by pay period - PY0132 Custom New Production Y 60 days

AM 725 Apr 2011 SQR UWAMR006 Custom New Production Y 45 days

AM 725 Apr 2011 SQR UWAMR008 Custom New Production Y 45 days Employee Portal

BN N/A Apr 2011 SQR BAS001 Eligible Participants Delivered Delivered Production N N/A N/A N/A

BN 757 Apr 2011 SQR BAS002 Benefits Program Mailing Labels Custom Modify Production N N/A N/A N/A

BN N/A Apr 2011 SQR BAS003 Invalid Benefit Elections Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR BAS004 Benefit Enrollment Form Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR BAS005 Confirmation Statements Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR BAS006 Missing Elections Delivered Delivered Production N N/A N/A N/A

BN 758 Apr 2011 SQR BAS007 Dependent/Beneficiary Election Lists all dependents with current or new elections. Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR BAS008 Flagged Participants Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR BAS010 Ineligible Participants Delivered Delivered Production N N/A N/A N/A

TargetDeliveryDate

Report Type

Custom or Delivered

New,Modified, orDelivered

Productionor EPM

CypressReport?

Cypress Inbox Report Retention Time

Generic Leave Balance Report (Search by Department)

"Generic" Leave balance report (includes Personal Holiday Carryover Report - used to verify that all PH have been used because it cannot be carried over into the new year)

Generic Leave Balance Report (Search by Employee)

"Generic" Leave balance report (includes Personal Holiday Carryover Report - used to verify that all PH have been used because it cannot be carried over into the new year)

Reporting period selected determines if report is from legacy or HRS. UW Absence Management Reports > Unclassified Leave Report

UW_SSC_AM_SERVICE_CENTERUW_UNV_AM_REPORTS

AM Service CenterAM Reports

Scheduled: run after payroll confirmation each pay period (bi-weekly for classified; monthly for unclassified).

Match current retention

Employee PortalService Center InboxCampus InboxesMSN Division Inboxes

Apr 2011 Classified Sabbatical Election (Classified Employee Annual Leave Conversion Options)

All classified employees within the University of Wisconsin (UW) system are potentially entitled to bank current year Vacation leave into a Sabbatical account. Usage from this account may be requested any time throughout the service of said employees. An eligibility report will identify classified employees eligible to convert unused annual leave to a sabbatical account or to cash. Once the eligibility is established, a conversion option is presented to the eligible employee. Every year, after the last October payroll (Oct B or Oct C), an eligibility file is created and used to prepare the Sabbatical election form known as the Annual Leave Conversion Option.(NOTE: SQR determines eligible employees, generates data to a table, creates the Conversion Options forms, and also a second report which is a summary list of all employees whose forms were printed)

Global Payroll & Absence Mgmt > Absence and Payroll Processing > Sabbatical Processing



Negative Vacation Balance Report - The report is necessary because we use it to notify the departments that their employees have a negative vacation balance - JPY0384and that they need to adjust the employee's leave accounting.

UW Absence Management Reports, Negative Allocated Balance Rpt



Scheduled: run after payroll confirmation each pay period (bi-weekly for classified; monthly for unclassified).

Service Center InboxCampus InboxesMSN Division Inboxes

1) Inactive empl records with leave balances,2) Employees moving between A and C basis,3) Employees with concurrent A and C basis,4) Employees moving from project to permanent or project to project or classified to unclassified (moving between different empl classes).5) Employees with a break in service greater than 3 days (so leave records do not attach themselves to empl rcd 0).

UW Absence Management Reports, AM Audit Report




UW Absence Management Reports, Leave Activity Summary



After payroll confirm and the Leave Balance for Earnings Statements are run for each pay period (HRS-292). At each pay period for classified (bi-weekly) and unclassified (monthly) and quarterly at Q1, Q2, Q3, and Q4.


Unclassified Employees Missing Leave Reports - BY CAMPUS, SUMMARY VERSION

To identify unclassifed staff who have not turned in their leave reports for a specific timeframe. UCLA Unreturned - JPB0683

UW Absence Management Reports, Employee Missing Leave Report



Scheduled after each unclassified final payroll confirm


Unclassified Employees Missing Leave Reports - BY EMPLOYEE, DETAIL VERSION

To identify unclassifed staff who have not turned in their leave reports for a specific timeframe. UCLA Unreturned - JPB0683

UW Absence Management Reports, UC Empl Missing Leave Report



Scheduled after each unclassified final payroll confirm

Lists, by schedule and benefit program, employees that are eligible to participate in company benefit programs with details on plan and option eligibility.

Benefits, Manage Automated Enrollment, Investigate Exceptions, Eligible Participants Rpt, BenAdmin Eligible Participants

UW_SSC_BN_SUPER_USERUW_SSC_BN_UPDATEUW_UNV_BN_CAMPUS_BN_UPDUW_UNV_BN_REPORT_MGR

BN Benefits TroubleshootingBN Service Cntr Benefits UpdBN Campus Benefits UpdateBN Benefits Report Manager

Report that creates benefits mailing labels for institutions that want to mail either interoffice or home address

Benefits, Manage Automated Enrollment, Participant Enrollment, Print Mailing Labels

UW_SSC_BN_SUPER_USERUW_UNV_BN_CAMPUS_BN_UPDUW_UNV_BN_REPORT_MGR

BN Benefits TroubleshootingBN Campus Benefits UpdateBN Benefits Report Manager

Lists, by schedule and event, participants and their dependents, showing any errors such as coverage over the maximum or under the minimum, invalid choices, failure to meet eligibility requirements, and so on.

Benefits, Manage Automated Enrollment, Investigate Exceptions, Invalid Elections Report, Preparation/Election Errors



Prints a generic enrollment statement for each eligible benefit program participant in the BAS Participation table.

Benefits, Manage Automated Enrollment, Participant Enrollment, Print Enrollment Statements, BenAdmin Enrollment Form

UW_SSC_BN_BATCH_PROCESSUW_SSC_BN_SUPER_USERUW_SSC_BN_UPDATE

BN Benefits Batch ProcessesBN Benefits TroubleshootingBN Service Cntr Benefits Upd

Prints a generic confirmation statement for each valid benefit program participant. Includes coverage and per pay period costs.

Benefits, Manage Automated Enrollment, Participant Enrollment, Print Confirmation Statements, Benefit Confirmation Statement



Lists and provides location information for participants who did not return enrollment statements.

Benefits, Manage Automated Enrollment, Investigate Exceptions, Missing Elections Report, BenAdmin Missing Elections



Benefits, Manage Automated Enrollment, Participant Enrollment, Dep/Beneficiary Election Rpt, Dependent/Beneficiary Election



Lists events that have had job, address, or union eligibility information changed, events that have been processed out of sequence, and events that have been disconnected during processing.

Benefits, Manage Automated Enrollment, Investigate Exceptions, Report on Flagged Items, BenAdmin Flagged Participants



Lists all participants ineligible for any benefit program (events processed to AN status) and their eligibility parameters, such as birthdate and status.

Benefits, Manage Automated Enrollment, Investigate Exceptions, Ineligible Participants Rpt, BAS Ineligible Participants






Module JIRA Technical Report Name Report Title Report Description Business Need Navigation Security Roles (PS) Security Roles (IAM) Batch Schedule Cypress DistributionTargetDeliveryDate

Report Type

Custom or Delivered


Productionor EPM

CypressReport?


BN N/A Apr 2011 SQR BAS027 Employee Process Status Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR BAS701 Geographic Locations Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BAS702A Benefit Program /Plan/Options Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BAS702B Benefit Program Costs Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BAS703A Eligibility Rules Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BAS703B Event Rules Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BAS714 Benefits Administration Scheduling Lists the criteria that make up a schedule. Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BEN001 Health Plan Participants Report Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR BEN002 Life Insurance Participants Report Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR BEN007 Leave Accruals Delivered Delivered Production Benefits, Reports, Participation, Leave Accrual N N/A N/A N/A

BN 126 Apr 2011 SQR BEN040 Delivered Modify Production Y 45 days

BN 126 Apr 2011 SQR BEN041 Delinquent Accounts Report Delivered Modify Production Y 12th of every month 45 days

BN N/A Apr 2011 SQR BEN042 Receivable Report Delivered Delivered Production N N/A N/A N/A

BN 126 Apr 2011 SQR BEN043 Billing History Delivered Delivered Production Benefits, Benefits Billing, Reports, History Activity Y 12th of every month 45 days

BN N/A Apr 2011 SQR BEN044 Billing Calculation Errors Lists billing calculation errors. Delivered Delivered Production TBD Monthly (24th) 45 days Service Center Inbox

BN N/A Apr 2011 SQR BEN045 Benefits Billing Audit Delivered Delivered Production Benefits, Benefits Billing, Reports, Billing Audit TBD 12th of every month 45 days Service Center Inbox

BN N/A Apr 2011 SQR BEN050 Primary Jobs Audit Delivered Delivered Production N N/A N/A N/A

Lists all participants in a particular process status or set of status levels.

Benefits, Manage Automated Enrollment, Investigate Exceptions, Employee Process Status Rpt, BAS Employee Processing Status



Prints location IDs, effective dates, and from and to ranges for the U.S. and Canadian postal code ranges that you’ve defined to determine benefit eligibility.

Set Up HRMS, Product Related, Automated Benefits, Reports, Geographic Locations, Geographic Loc Eligibility Tbl

For a specified benefit program, prints program-level information (effective date and status, program type, age criteria, COBRA, FMLA, and FSA parameters and self-service configuration) along with the plan- and option-level structure (event rules, eligibi

Set Up HRMS, Product Related, Automated Benefits, Reports, Benefit Program/Plan/Options, Benefit Program (Options) Tbl

For a specified benefit program, prints the program description along with the cost and credit structure for all of the offered options (deduction and earnings codes, rate information and calculation rules).

Set Up HRMS, Product Related, Automated Benefits, Reports, Benefit Program Costs, Benefit Program (Costs) Table

For each plan type in a benefit program, prints the rules for minimum standard hours, maximum standard hours, minimum service, maximum service, minimum age, maximum age, service and age as of information, employee class, employee status, employee type, fu

Set Up HRMS, Product Related, Automated Benefits, Reports, Eligibility Rules, BAS Eligibility Rules Table

Prints event rules for benefit plan types. For an event rule definition, prints each event class with its basic change restrictions (type of changes allowed and option-level movement), date rules (coverage and deduction dates with waiting periods), and ot

Set Up HRMS, Product Related, Automated Benefits, Reports, Event Rules, BAS Event Rules Table

Set Up HRMS, Product Related, Automated Benefits, Reports, Schedules, BAS Scheduling Tables

Lists active health plan participants as of a specified date. Useful for determining the number of workers in plan types offered by specific providers.

Benefits, Reports, Participation, Health Plan Participants

UW_SSC_BN_RECONCILIATIONUW_SSC_BN_SUPER_USERUW_UNV_BN_REPORT_MGR

BN Benefits ReconciliationBN Benefits TroubleshootingBN Benefits Report Manager

Lists active life plan participants as of a specified date. Useful for determining the number of workers in plan types offered by specific providers.

Benefits, Reports, Participation, Life Insurance Participants

UW_SSC_BN_RECONCILIATIONUW_SSC_BN_SUPER_USERUW_UNV_BN_LIFE_INS_ADMINUW_UNV_BN_REPORT_MGR

BN Benefits ReconciliationBN Benefits TroubleshootingBN Life Insurance AdminBN Benefits Report Manager

This report displays leave accrual information by leave plan and worker. It includes information such as plan year eligibility hours, carryover hours earned year-to-date, hours taken year-to-date, and remaining leave balances.

UW_SSC_BN_SUPER_USERUW_SSC_BN_UPDATEUW_UNV_BN_CAMPUS_BN_UPD

BN Benefits TroubleshootingBN Service Cntr Benefits UpdBN Campus Benefits Update

Billing Statement(modified)

Prints a bill for all workers with outstanding balances who are actively enrolled in the Benefits Billing system. Statements report activity from/to dates; activity type, plan type, benefit plan, coverage, amount and due dates. Also included is the total

Benefits, Benefits Billing, Create Statements, Print Billing Statement



26th or Friday beforeAfter billing calc process

Service Center InboxCampus InboxesUWSA Inbox

Displays charge and payment activity for workers who have failed to keep their payments current in accordance with the terms established on the Benefits Billing Plan Table. You can use this report to determine what participants are delinquent, the number of days past due and the total amount due. You can also use this report to learn what the total number of participants past due, time overdue and the total amount due.

Benefits, Benefits Billing, Reports, Delinquent Accounts

UW_SSC_BN_SUPER_USERUW_SSC_BN_UPDATEUW_UNV_BN_CAMPUS_BN_UPDUW_UNV_BN_VIEW

BN Benefits TroubleshootingBN Service Cntr Benefits UpdBN Campus Benefits UpdateBN Benefits View


Displays all payment activity, include the amounts paid and how the amounts were applied.You can use this report to verify the dollar amount of payments received from workers. It can also be used to determine how the moneys received were applied. You can also use this report for general ledger reconciliation and auditing.

Benefits, Benefits Billing, Reports, Accounts Receivable



Displays charge and payment activity for workers who have failed to keep their payments current in accordance with the terms established on the Benefits Billing Plan Table. You can use this report to determine what participants are delinquent, the number of days past due and the total amount due. You can also use this report to learn what the total number of participants past due, time overdue and the total amount due.




Benefits, Benefits Billing, Review Processing Results, Calculation Error Report



Displays workers with open charges and open credits; active enrollments audit; inactive enrollments audit; workers with holds longer than three months; and enrollment holds longer than three months. Use this report to audit billing enrollments that may require follow-up activity. For example, data will only be displayed for workers with open charges and credits when an error condition exists.



Identifies workers without a record in the Primary Jobs table, workers without a job in the Primary Jobs table, workers without a primary job flag turned on, workers without a primary job indicated for a specific benefit record, and, workers with more tha

Benefits, Maintain Primary Jobs, Create Audit Report







Report Type

Custom or Delivered


Productionor EPM

CypressReport?


BN N/A Apr 2011 SQR BEN110 Snapshot Premium Reporting Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR BEN701 FSA Benefit Table Listing Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BEN703 Disability Plan Table Listing Prints information from the Disability Plan Table. Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BEN705 Life AD/D Table Listing Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BEN707 Savings Plan/ Investment Table Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BEN708 Calculation Rules Tbl Listing Lists calculation rules information by calculation rule ID. Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BEN709 Benefit Plan Table Listing Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BEN713 Benefit Program Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BEN721 Limit Table List. Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN 685 Apr 2011 SQR BEN733 Identifies entry errors such as EE DOB as less than age 16 etc. Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR BEN734 Court Orders Audit Report Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR BEN740 Billing Calendar Table Listing Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN N/A Apr 2011 SQR BEN741 Benefit Rate Table Delivered Delivered Production UW_SSC_BN_SYSTEM_CONFIG BN Benefits System Config N N/A N/A N/A

BN 160 Apr 2011 SQR CBR001 COBRA Qualify Ltr Delivered Delivered Production Y TBD 45 days

BN N/A Apr 2011 SQR CBR008 COBRA Administration Error Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR RDED001 Lists retroactive deduction requests that have not been processed. Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR RDED002 Lists retroactive deduction requests that have been processed. Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR RDED002B Retro Ben/Ded Summary Delivered Delivered Production N N/A N/A N/A

BN N/A Apr 2011 SQR RDED003 Delivered Delivered Production N N/A N/A N/A

Using the results from the Benefits Enrollment Snapshot, calculates the full premium due to a benefit provider and reports the coverage and premium amount for each covered employee, sorted by Vendor and Plan Type. You can run this report three ways: (1) Run just the "Snapshot Premium - Calculation" process, which is an Application Engine which calculates and stores the individual premiums; (2) Run just the "Snapshot Premium - Report" which is an SQR report; or (3) Run Snapshot Premium Reporting which runs both the Caluculation process Application Engine and the SQR report.

Benefits, Interface with Providers, Snapshot Premium Report

UW_SSC_BN_3RD_PARTY_INTRFCSUW_SSC_BN_SUPER_USER

BN 3rd Party InterfacesBN Benefits Troubleshooting

Lists information in the Flexible Spending Account Table. Use this report to verify that you have correctly updated and made changes to the table.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Flexible Spending Account

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Disability Plan

Prints information from the Life AD/D Plan Table, including plan type, plan name, benefit plan ID and name, effective date, coverage, flat amount, rating factor, and group code.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Life and AD/D Plan Table

Prints information from the Savings Plan Table, including savings plan type, benefit plan, effective date, employer investment matching option, and the terms of the worker deductions and employer contributions and investment options.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Savings Plan

Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Calculation Rules

Prints information from the Benefit Plan Table, including effective date, description, provider ID and name, default deduction code and name, and the indicator for non-discrimination testing.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Benefit Plan

Prints information from the Benefit Program Table, including associations between benefit programs and plans, rates, calculation rules, and payroll rules. This report serves as an audit trail for the information defined on the Benefit Program table.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Benefit Program

Prints information from the Limit Table, where you define government regulations that limit the amount that a participant can contribute or receive from a qualified plan. This report serves as an audit trail for the information defined on the Limit table.

Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Limit Table

Base Benefit Consistency Audit Report (UWBNR022)

Benefits, Reports, Audits, Base Benefit Consistency Audit



Lists workers not compliant with court-ordered dependent benefit coverage or minimum spousal coverage.

Benefits, Reports, Audits, Court Ordered Coverage Audit



Use this report to list of generated billing periods. It is also a quick reference for payment due information by billing period. Displays the following information for each billing period: billing period identifier, begin/end dates, payment due date, COBRA payment due date, calculation run (y/n) and statements printed (y/n).

Set Up HRMS, Product Related, Base Benefits, Billing, Calendar Report

The Benefit Rate Table report lists Rate Table definitions based on a variety of filters. This report replaces the following delivered reports: Age-Graded Rate Table Listing (BEN704), Flat Rate Table (BEN702), Salary Rate Table (BEN731), and Service Rate Table Listing (BEN714).

Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Benefit Rate Table

Generates letters that display a qualified COBRA participant’s terminating health coverage, qualified COBRA coverage, and the response dates by which he or she must return the election or waive request. It also includes an enrollment form.

Benefits, Administer COBRA Benefits, Manage Automated Participation, Create Initial Letter




Displays errors in the COBRA process, including COBRA event conflicts, lack of eligible benefit program or multiple eligible benefit programs, or duplicate COBRA events.

Benefits, Administer COBRA Benefits, Review Processing Results, Error Report

UW_SSC_BN_SUPER_USERUW_SSC_BN_UPDATE

BN Benefits TroubleshootingBN Service Cntr Benefits Upd

Retroactive Deductions Requested - ‘Not Processed Status

Payroll for North America, Retroactive Payroll, Reports, Retro Benefit/Deduction Rpts, Retro Ben/Ded Request Summary

UW_SSC_BN_SUPER_USERUW_SSC_BN_SYSTEM_CONFIGUW_SSC_BN_UPDATEUW_SSC_PY_PY_PROCESSING_UPDUW_UNV_BN_CAMPUS_BN_UPD

BN Benefits TroubleshootingBN Benefits System ConfigBN Service Cntr Benefits UpdPY UWSC Payroll OperationsBN Campus Benefits Update

Retroactive Deductions in Progress - ‘Calculate Status’

Payroll for North America, Retroactive Payroll, Reports, Retro Benefit/Deduction Rpts, Retro Ben/Ded Calculations



Summarizes retroactive deduction request information by emplID. Includes deduction type, deduction amount (old and new), and recalculated deduction amounts with the total due to or due by the worker.

Payroll for North America, Retroactive Payroll, Reports, Retro Benefit/Deduction Rpts, Retro Ben/Ded Load Summary



Retroactive Deductions Audit Report - ‘Loaded to Paysheet’ Status

Summarizes retroactive deduction information for requests loaded to the payroll system. Includes deduction type, deduction amount (old/new) and recalculated deduction amounts with total due to and/or due by the worker.

Payroll for North America, Retroactive Payroll, Reports, Retro Benefit/Deduction Rpts, Retro Benefit/Ded Load Audit







Report Type

Custom or Delivered


Productionor EPM

CypressReport?


BN N/A Apr 2011 SQR RDED004 Delivered Delivered Production N N/A N/A N/A

BN 759 Apr 2011 Query UW_BN_759_UECR Unclassified Employer Contribution Report Custom New Production Reporting Tools, Query, Query Viewer UW_UNV_BN_REPORT_MGR BN Benefits Report Manager N N/A N/A N/A

BN 763 Apr 2011 Query UW_BN_763_BIR Benefits Intention Report Custom New Production Reporting Tools, Query, Query Viewer N N/A N/A N/A

BN 296 Apr 2011 SQR UWBNR002 New Hire Hold Report Custom New Production Y Nightly 7 days

BN 261 Apr 2011 SQR UWBNR004 Half-Time Compliance Audit Report Custom New Production N N/A N/A N/A

BN 452 Apr 2011 SQR UWBNR017 Delivered Delivered Production Y Nightly 6 months

BN 684 Apr 2011 SQR UWBNR021 Custom Modify Production Benefits, Reports, Benefit Contributions Report N N/A N/A N/A

BN 685 Apr 2011 SQR UWBNR022 Identifies entry errors such as EE DOB as less than age 16 etc. Custom Modify Production Y 45 days

BN 765 Apr 2011 SQR UWBNR023 Age 70 Report Custom New Production UW Benefits Reports, Age 70 Report Y 13 months

BN 741 Apr 2011 SQR UWBNR025 AD&D Audit Report Custom New Production UW Benefits Reports, AD&D Audit Report N N/A N/A N/A

BN 753 Apr 2011 SQR UWBNR026 Leave of Absence Report Custom New Production Benefits, Reports, Leave of Absence Report Y 14 days

Retroactive Ben/Ded Terms Calculated (Terminated Employees Loaded)

Summarizes retroactive deduction information for requests loaded to the payroll system for terminated workers. Includes deduction type, deduction amount (old/new) and recalculated deduction amounts with total due to and/or due by the worker.

Payroll for North America, Retroactive Payroll, Reports, Retro Benefit/Deduction Rpts, Retro Benefit/Ded Terminations



The State Group Health Insurance plan has a waiting period of 60 days before the University picks up a portion of the cost of the total premium for Classified employees. Employees who wish to enroll right away can do so but are required to pay the full cost of the premium until they qualify for state share. Because the UW pays the employer portion of the health insurance on behalf of all Unclassified Employees in those first 2 months of employment, we need to send a report to UW Systems that shows the amount of premium paid on behalf of each unclassified employee so they can reduce the fringe pool by the correct amount, and then charge this amount back to the 13 institutions

If departments hire an employee they know in advance will meet the requirements for WRS and subsequently benefits, they will be able to indicate this in PeopleSoft by choosing a G (Graduate) or W (WRS) Benefits Intention Indicator located on the Benefit Program Partic. Page (Custom page created under HRS299). If they do not feel that the employee will meet the criteria for benefits, they will indicate this by choosing the N (None) on the Benefits Intention Indicator drop down menu. The Benefits Intention Indicator cannot be left blank and must have a value in it

UW_UNV_BN_CAMPUS_BN_UPDUW_SSC_BN_UPDATEUW_SSC_BN_SYSTEM_CONFIGUW_SSC_BN_SUPER_USERUW_UNV_BN_REPORT_MGR

BN Campus Benefits UpdateBN Service Cntr Benefits UpdBN Benefits System ConfigBN Benefits TroubleshootingBN Benefits Report Manager

The new hire hold process will “hold” the assignment of an employee to a benefits program until all the eligibility data has been completed in Job Data by delaying the assignment of a BAS Group ID. This will be done by using a BAS Group ID of ‘NON’. Ben Admin will not pick up any employees for processing that are assigned to a BAS Group ID of ‘NON’. A report generated from this process will be used to monitor job records that have not been assigned their correct BAS Group ID (meaning they have a blank field for BAS Group ID, a BAS Group ID of ‘NON’ or the BAS Group ID that they do have does not correspond to the Business Unit to which they are assigned).

Main Menu > Benefits > Manage Automated Enrollment > Events > New Hire Hold

UW_BAT_BNUW_BAT_BN_BATCH_PROCESSUW_SSC_BN_SUPER_USER

N Benefits Batch ProcessorBN Benefits Batch ProcessesBN Benefits Troubleshooting

Service Center InboxCampus Inboxes

A new report is going to be created for reviewing and maintaining employee eligibility for the 50% employer contribution toward health insurance for certain employee groups for which FTE is not an accurate indicator. The report will be run and dispersed every month to each institution. (This report will be specifically used for Classified LTE, Academic Staff Hourly, and Academic Staff Lump Sum employees.)

Benefits, Reports, Audits, Half-Time Compliance Audit



Enrollment Statements / Enrollment Deadline Worksheet (modified BAS004)

Prints a generic enrollment statement for each eligible benefit program participant in the BAS Participation table.

Benefits, Manage Automated Enrollment, Participant Enrollment, Print Enrollment Statements, BenAdmin Enrollment Form

UW_SSC_BN_BATCH_PROCESSUW_SSC_BN_SUPER_USERUW_SSC_BN_UPDATEUW_UNV_BN_CAMPUS_BN_UPD

BN Benefits Batch ProcessesBN Benefits TroubleshootingBN Service Cntr Benefits UpdBN Campus Benefits Update


Modify Benefits Contributions Report (Modified BEN003)

Report that shows by dept and institution the EE and ER costs for each benefit program. Can be run Ad Hoc for a specific benefit program and time period.

UW_SSC_BN_RECONCILIATIONUW_SSC_BN_SUPER_USERUW_SSC_BN_UPDATEUW_SSC_BN_WRS_ADMINISTRATORUW_UNV_BN_CAMPUS_BN_UPDUW_UNV_BN_LIFE_INS_ADMINUW_UNV_BN_REPORT_MGRUW_UNV_BN_TSA_ADMINISTRATOR

BN Benefits ReconciliationBN Benefits TroubleshootingBN Service Cntr Benefits UpdBN WRS AdministratorBN Campus Benefits UpdateBN Life Insurance AdminBN Benefits Report ManagerBN TSA Administrator

Benefit Exception Audit Report (Modified BEN733)

UW Benefits Reports, Benefit Exception Audit Report

UW_SSC_BN_SUPER_USERUW_SSC_BN_UPDATEUW_UNV_BN_CAMPUS_BN_UPD

BN Benefits TroubleshootingBN Service Cntr Benefits UpdBN Campus Benefits Update

Run each pay period – the report should be run twice prior to the payroll confirm. Once to see errors and once to verify that errors have been corrected.


Identifies EE's who will reach age 70 in the upcoming year for SGL and ICI



Schedule annually on November 1st of each year. Also should be set up so it can be run ad hoc


Report is specific to the AD&D plan and audits the enrollments to identify EE's w/double coverage, EE's do not exceed 10 x annual salary if enrolled at >$250K, and enrolled in the basic AD&D if opting to enroll for Pilot and/or Air Ambulance coverage.

UW_SSC_BN_SUPER_USERUW_UNV_BN_LIFE_INS_ADMINUW_UNV_BN_REPORT_MGR

BN Benefits TroubleshootingBN Life Insurance AdminBN Benefits Report Manager

This report will give benefits administrators a listing of everyone who is on a leave of absence (regardless of the type of leave) in order for them to make decisions on what needs to be done for the respective employee’s benefits. The types of leave this report would include are workers compensation, FMLA, ICI disability, military, sabbatical and any other type of leave. This report must take into account employees who are on a leave of absence from one job and have one or more active open positions using the multiple job indicator on Job Data in conjunction with the Action/Reason code for leaves

UW_SSC_BN_RECONCILIATIONUW_SSC_BN_SUPER_USERUW_SSC_BN_UPDATEUW_SSC_BN_WRS_ADMINISTRATORUW_UNV_BN_CAMPUS_BN_UPDUW_UNV_BN_LIFE_INS_ADMINUW_UNV_BN_REPORT_MGRUW_UNV_BN_TSA_ADMINISTRATOR

BN Benefits ReconciliationBN Benefits TroubleshootingBN Service Cntr Benefits UpdBN WRS AdministratorBN Campus Benefits UpdateBN Life Insurance AdminBN Benefits Report ManagerBN TSA Administrator

Schedule daily after each final Ben Admin






Report Type

Custom or Delivered


Productionor EPM

CypressReport?


BN 1018 Apr 2011 SQR UWBNR028 WRS Retroactive Earnings and Hours Report Custom New Production UW Benefits Reports, WRS Retro Earns & Hrs Report Y 45 days

BN 764 Apr 2011 SQR UWBNR029 State Group Life ABBR Report Custom New Production Benefits, Reports, State Group Life ABBR Report Y 45 days

BN 976 Apr 2011 SQR UWBNR030 Individual and Family Audit Report Custom New Production Y 45 days

BN 766 Apr 2011 SQR UWBNR031 Concurrent Employment Audit Custom New Production Y 45 days Service Center Inbox

BN 752 Apr 2011 SQR UWBNR032 403b Maximums Report Custom New Production UW Benefits Reports, 403B Maximums Report Y 45 days

BN 751 Apr 2011 SQR UWBNR033 Federal Cap on WRS Earnings Report Custom New Production UW Benefits Reports, Federal Cap on WRS Earnings N N/A N/A N/A

BN 758 Apr 2011 SQR UWBNR034 Custom New Production Y 14 days

BN 755 Apr 2011 SQR UWBNR035 Sick Leave Balance Report Custom New Production Benefits, Reports, Sick Leave Balance Report Y 13 months

BN 452 Apr 2011 SQR UWBNR037 Benefits Confirmation Form (Modified BAS005) Custom New Production Y Nightly 6 months

FI 13658 Apr 2011 Query UW_FI_BENEF_PLAN_W_OUT_OFFSET Benefit Plans without Offsets Need to ensure offsets are configured for benefit plans. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

FI 13742 Apr 2011 Query UW_FI_BENEFIT_PLAN_CONFIG Vendor Configuration/Set up - Benefit Plans Ensure all benefits for payment to AP are properly configured Ensure all benefits for payment to AP are properly configured Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

FI 14616 Apr 2011 Query UW_FI_BN_ACCT_LN Ben Billing Voucher Process Ben Billing Voucher Process Ben Billing Voucher Process Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/AFI 14345 Apr 2011 Query UW_FI_DEDS_WITHOUT_OFFSETS Deductions without Offsets Need to ensure offsets are configured for general deductions. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

FI 13745 Apr 2011 Query UW_FI_DEDUCTION_CONFIG Ensure all deductions for payment to AP are properly configured Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

FI 14593 Apr 2011 Query UW_FI_DOA_PRIOR_SVC_CREDIT DOA Prior Service Credit Needed for UWSA monthly Needed for UWSA monthly Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/AFI 13774 Apr 2011 Query UW_FI_DR_STATUS Direct Retro Status Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

FI 13724 Apr 2011 Query UW_FI_EXTRACT_TAXES_1042S Extract Taxes Recon: 1042-S Query of all taxes primarily to determine 1042S tax amounts Need to query 1042S taxes for purposes of payment Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/AFI 14344 Apr 2011 Query UW_FI_EXTRACT_TAXES_CA_IL Extract Taxes Recon: IL & CA IL Taxes will not be collected until 2012. Need to query CA & TL state taxes. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/AFI 14686 Apr 2011 Query UW_FI_FED_APPT_DATA Federal Appointment Data Federal Appointment Data Federal Appointment Data Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/AFI 13758 Apr 2011 Query UW_FI_GARN_CONFIG Vendor Configuration/Set up - Garnishments Ensure all garnishments for payment to AP are properly configured Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

FI 13839 Apr 2011 Query UW_FI_GARN_FEE Garnishment Fee Query Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

FI 13580 Apr 2011 Query UW_FI_IUJ IUT/JET Entry Query to produce JET entry. Query to produce JET entry. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/AFI 13823 Apr 2011 Query UW_FI_NO_APPT_LVL_FUNDING Funding Level Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

FI 14334 Apr 2011 Query UW_FI_PAY_DED_LIAB_EE_SHARE Pay_Ded_Liability by Payment Type Sum of deductions for WISMRT, AP, and IUJ by Pay Run Reconcile Payments sitting in PAY_DED_LIAB_AP table Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

A report is needed to identify earnings and hours included in the given pay period which are retroactive according to the paysheet earnings begin / end dates when the retroactive earnings and hours cross over calendar years. (i.e. earnings attributable to 2009 are paid in 2010.) This communication is needed by the Benefit Administrators in order to notify the UW Service Center to manually "move" earnings and hours from the current period to the appropriate prior period on the custom WRS accumulator table. (Please note that the Service is not adjusted when this transaction is processed as the additional earnings do not add additional service to that already reported.)

UW_SSC_BN_3RD_PARTY_INTRFCSUW_SSC_BN_WRS_ADMINISTRATORUW_UNV_BN_REPORT_MGR

BN 3rd Party InterfacesBN WRS AdministratorBN Benefits Report Manager

Scheduled to run after the payroll confirm for each pay period of each calendar year.

Service Center Inbox (WRS_ADMINISTRATOR role in production)

The State Group Life Insurance plan relies on an employee’s WRS earnings from the previous calendar year to populate the State Group Life ABBR. This ABBR is used when calculating the premium to charge to employees for the upcoming year for life insurance

UW_SSC_BN_SUPER_USERUW_SSC_BN_UPDATEUW_SSC_BN_WRS_ADMINISTRATORUW_UNV_BN_CAMPUS_BN_UPDUW_UNV_BN_LIFE_INS_ADMINUW_UNV_BN_REPORT_MGR

BN Benefits TroubleshootingBN Service Cntr Benefits UpdBN WRS AdministratorBN Campus Benefits UpdateBN Life Insurance AdminBN Benefits Report Manager

Scheduled to run after each Final Payroll Confirm process


We need the ability to audit certain characteristics of the Individual and Family Life Insurance program that cannot be handled directly through the configuration of PS. This report will be run after the final Ben Administration runs for the Unclassified payroll (i.e. once per month). This report will contain social security numbers

Benefits, Reports, Audits, Individual & Family Life Audit



Scheduled to run monthly usually on the first


When an employee has multiple concurrent active jobs, the employee will have multiple Benefit Records and could potentially be assigned to more than one Benefit Program. An audit will be needed to ensure that employees who have multiple concurrent positions and multiple Benefit Records are not enrolled in more than one Plan Type at the same time excluding Plan Types 4x and 7x. (i.e. an employee cannot be enrolled in more than one Plan Type 11 or one Plan Type 10 etc.)

Benefits, Reports, Audits, Concurrent Empl Audit Report



Will run on the scheduled process after each final payroll has confirmed

Report identifies employees who have mutiple TSA's and are close to the IRS annual maximum

UW_SSC_BN_SUPER_USERUW_SSC_BN_UPDATEUW_UNV_BN_CAMPUS_BN_UPDUW_UNV_BN_REPORT_MGRUW_UNV_BN_TSA_ADMINISTRATOR

BN Benefits TroubleshootingBN Service Cntr Benefits UpdBN Campus Benefits UpdateBN Benefits Report ManagerBN TSA Administrator

Scheduled to run monthly after last Payroll Confirm of each month, Ability to run Ad Hoc (Rose Stephenson from UWSA may want this ability)


The purpose of this report is to identify Highly Compensated Employees to make sure that we cap their WRS contributions to ETF in compliance with 402g and/or 415 IRC limits. This is a predictive report that must run after each preliminary payroll calculation, but prior to a final payroll confirm to allow the Payroll Department to do a deduction override if necessary to cap the contributions for these employees

UW_SSC_BN_SUPER_USERUW_SSC_BN_WRS_ADMINISTRATORUW_UNV_BN_REPORT_MGR

BN Benefits TroubleshootingBN WRS AdministratorBN Benefits Report Manager

Spouse/Family Double Coverage Audit Report (Modify BAS007)

Identifies EE's that have double coverage, overage dependents, and situations where EE and SP both have coverage.

UW Benefits Reports, Spouse Family Double CA Report



AD HOC AND NOVEMBER 1ST annually

Service Center InboxUWSA Inbox

To be eligible for a lower premium under the Classified ICI plan, an employee must accumulate a certain number of sick leave hours in a calendar year. Employees who have used sick leave can opt to exchange some or all of those hours with other paid leave such as vacation in order to qualify for a lower ICI premium



After payroll confirm and the Leave Balance for Earnings Statements are run for each pay period (HRS-292). At each pay period for classified (bi-weekly) and unclassified (monthly) and quarterly at Q1, Q2, Q3, and Q4.

Service Center InboxCampus InboxesMSN Div/Dept InboxesUWSA Inbox

Prints a generic confirmation statement for each valid benefit program participant. Includes coverage and per pay period costs.

Benefits, Manage Automated Enrollment, Participant Enrollment, Print Confirmation Statements, Benefit Confirmation Statement




Knowledge Builder for Reprints

Query to identify benefit plans without offsets (benefit plans with deduction codes that do not exist in the Department Activity Detail table).

Query to identify deductions without offsets (deductions with deduction codes/classes that do not exist in the Department Activity Detail table).

Vendor Configuration/Set up - General Deductions

Ensure all deductions for payment to AP are properly configured

Query of direct retros with prompts on Distribution Status and Business Unit/Deptid.

Need to review status of direct retros waiting for approval, created but never processed, etc.

Ensure all garnishments for payment to AP are properly configured

Needed to Credit vendor for fees collected that need to be paid to UWSYS

Needed to Credit vendor for fees collected that need to be paid to UWSYS

Query to capture employees who do not have funding at the appt level

Query to capture employees who do not have funding at the appt level





Report Type

Custom or Delivered


Productionor EPM

CypressReport?


FI 14324 Apr 2011 Query UW_FI_PAY_DED_LIAB_TRAILER_CHK Pay_Ded_Liability for Trailer Checks not paid Reconcile Payments sitting in PAY_DED_LIAB_AP table Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

FI 13722 Apr 2011 Query UW_FI_VENDOR_PYMT_VALIDATION Vendor Payment Validation Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

FI 14369 Apr 2011 Query UW_FI_VIEW_DFLT_FUNDING View Default Funding Query of UW_FI_ACTLN_IFC to identify default funding Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

FIN N/A Apr 2011 SQR BUD011 Funding Summary Report Delivered Delivered Production UW_SSC_FI_ENCUMB_UPD FI Central User Encumb Process N N/A N/A N/A

FIN 738 Apr 2011 SQR BUD020 Retro Distribution Audit Rpt Delivered Delivered Production UW_SSC_PY_FINANCE_UPD PY UWSC Finance Processing N N/A N/A N/A

FIN N/A Apr 2011 SQR PAY710 ChartField Transaction Report Lists ChartField codes used in transactions. Delivered Delivered Production N N/A N/A N/A

FIN N/A Apr 2011 SQR PAY760 Combination Code Report Lists account codes set up in the Combination Code Table. Delivered Delivered Production N N/A N/A N/A

FIN 732 Apr 2011 SQR UWFIR002 Pay Extract Report - (modified PAYXTRCT) Custom Modify Production UW_SSC_FI_AP_INFO_UPD FI Central User Extract Vouchr N N/A N/A N/A

FIN 706 Apr 2011 SQR UWFIR003 Modify Encumbrance Messages - BUD009 This report provides information on encumbrance processing errors Custom Modify Production UW_SSC_FI_ENCUMB_UPD FI Central User Encumb Process Y TBD 3 days

FIN 728 Apr 2011 SQR UWFIR004 Payroll to GL (Recon) Report Custom New Production UW Financial Reports, Payroll/GL Reconciliation Rpt UW_SSC_FI_COMMIT_ACCT_UPD FI Central User Commit Acct Y TBD 10 days

FIN 730 Apr 2011 SQR UWFIR005 Dept Setup Verification Custom New Production UW_UNV_FI_REPORTS FI Campus User Funding Reports N N/A N/A N/A

FIN 731 Apr 2011 SQR UWFIR006 Funding (CA) Audit Report Custom New Production UW Financial Reports, Funding (CA) Audit Report UW_UNV_FI_REPORTS FI Campus User Funding Reports N N/A N/A N/A

FIN 733 Apr 2011 SQR UWFIR007 Detailed Salary Funding Plan Report Custom New Production UW Financial Reports, Detailed Salary Fund Plan Rpt UW_UNV_FI_REPORTS FI Campus User Funding Reports N N/A N/A N/A

FIN 738 Apr 2011 SQR UWFIR008 Retro Distribution - (modified BUD020) Custom Modify Production UW_UNV_FI_REPORTS FI Campus User Funding Reports N N/A N/A N/A

FIN 737 Apr 2011 SQR UWFIR010 Project/Dept Inactive Funding Report Custom New Production UW_UNV_FI_REPORTS FI Campus User Funding Reports N N/A N/A N/A

HR 8208 Apr 2011 Page N/A UW Person Lookup Person Lookup - Sensitive Custom New EPM EPM Reports > HR Reports > UW Person Lookup UW_UNV_EPM_HR_QRY_PERSON_S EPM HR Query Person Sensitive N N/A N/A N/A

HR 8208 Apr 2011 Page N/A UW Person Lookup NS Person Lookup - Non Sensitive Custom New EPM EPM Reports > HR Reports > UW Person Lookup NS UW_UNV_EPM_HR_QRY_NS EPM HR Query All Non Sensitive N N/A N/A N/A

HR N/A Apr 2011 SQR PER009 Union Membership Delivered Modify Production UW_UNV_HR_UNION_MEM_RPT HR Union Membership Report N N/A N/A N/A

HR 876 Apr 2011 SQR PER032 Passport/Visa Expiration Custom Modify Production UW_UNV_HR_PASSPORT_VISA_RPT HR Passport/Visa Expire Rpt N N/A N/A N/A

HR 663 Apr 2011 SQR PER036S Modify New Hire Report Custom Modify Production UW_SSC_HR_PRWORA_NEW_HIRE_RPT HR PRWORA-New Hire N N/A N/A N/A

HR 513 Apr 2011 SQR PER058 Modify Primary Job Audit Report Custom Modify Production UW_UNV_HR_PRIM_JOB_AUD_RPT HR Primary Job Audit Report Y TBD 7 days Service Center Inbox

HR N/A Apr 2011 SQR POS008 Exception/Override Delivered Delivered Production UW_SSC_HR_EXCEPTION_OVERRIDE_R HR Exception/Override Report Y TBD 15 days Service Center Inbox

HR 525 Apr 2011 Query UW_HR_525_AIL Modify Active/Inactive Positions Report Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

HR 674 Apr 2011 Query UW_HR_674_MACSDR Missing Seniority Report Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

HR 838 Apr 2011 Query UW_HR_838_PERPT Project Employee Report Custom New EPM Reporting Tools, Query, Query Viewer UW_EPM_HR_QRY_NS UW_EPM_HR_QRY_NS N N/A N/A N/A

HR 839 Apr 2011 Query UW_HR_839_FTEMR FTE Monitoring Monitor FTE >100% (Overload Payments) Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/AHR 840 Apr 2011 Query UW_HR_840_MARPT Missing Address Report Custom New EPM Reporting Tools, Query, Query Viewer N N/A N/A N/A

HR 14225 Apr 2011 Query UW_HR_JOB_ACTION_REASON No Action/Reason for Job Data Assure accurate reporting based on Position Reasons. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

A review of the PAY_DED_LIAB_AP table to view which Vendor Trailer checks have or have not been processed.

Need a report that returns garnishments/deductions that have been withheld from an employee but has not been paid to the vendor.

Capture payments made via garnishments/deductions that vendors or employee/garnishment set up has not been done, and therefore the vendor has not been paid.

Default funding will need to be identified so that direct retros may be processed to correct the funding

Report summarizes Appointment or Position-level funding for employees or positions in a department

Set up HRMS, Product Related, Commitment Accounting, Reports, Funding Summary USA

Report on the paychecks that have been modified using retroactive distribution. The report displays the old and the modified check data.

Payroll for North America>Payroll Distribution>Commitment Accounting USA>Retro Distribution Audit Rpt

Set Up HRMS, Common Definitions, ChartField Configuration, ChartField Transaction Report

UW_SSC_PY_FINANCE_UPDUW_SSC_PY_FN_CHECKS_UPDUW_SSC_PY_FUTURE_UPDUW_SSC_PY_GARNISHMENT_UPDUW_SSC_PY_PY_PROCESSING_UPDUW_SSC_PY_TABLE_MAINT_UPDUW_SSC_PY_TAX_UPD

PY UWSC Finance ProcessingPY UWSC Financial Check PrcsPY UWSC Future FunctionalityPY UWSC Garnishment ProcessingPY UWSC Payroll OperationsPY UWSC Payroll Table MaintPY UWSC Tax Processing

Set Up HRMS, Common Definitions, ChartField Configuration, Combination Code Report



Report shows details of what will be paid through SFS Payables from HRS for any vendors which will be paid through SFS

UW Financial Reports, UW AP Transactions Pending Rpt

Set up HRMS, Product Related, Commitment Accounting, UW Encumbrance Messages Report

Service Center InboxCampus InboxesMSN Div/Dept Inboxes

Reconciliation between what is paid out of HRS matches journals created in SFS

Service Center InboxUWSA Inbox

This report is to verify that there is funding set up for any new Departments, this can be through funding assigned at the department, position or appt levels

UW Financial Reports, Department Setup Verification

Will create query to run against audit table for Dept Budget Table to track changes made to funding

10/22/09 Report which replaces a PayData Report which displays funding for a requested period of time. Inludes payroll planning or "future" funding

This report shows salary cost transfers completed during a certain time period

UW Financial Reports, UWRetro Distribution Audit Rpt

10/22/09 First request for this report was from back office. They wanted to know when appointment changes were made. After some discussion, it was determined that how they were getting this information was from a report run daily off of SCT's completed. In HRS, it will be built into the Direct Retro Distribution modification to disallow any SCT's which cross appointments whereby taxes or intervention needs to take place. Requirements were met in other ways, no need for this report. Update 10/27/09. This will be used for a report showing all employees whereby Project or Department are inactive before the next Payroll Run. Requested by Hua Ramer

UW Financial Reports, Proj/Dept Inactive Fund Report

(For users in the USA and Canada) Lists each union organization and the workers who are members.

Workforce Administration, Labor Administration, Reports, Union Membership Report

Monitors the employee work status based on the visa expiration date to be in compliance with the requirements

Workforce Administration, Personal Information, Citizenship, Passport/Visa Exp Report

Provides the information UW must furnish to the Department of Workforce Development – today it’s done on a weekly basis

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, PRWORA-New Hire

Lists all people whose job records show potential problems – an “exception” report. As delivered, it appears the report identifies the problems as Multiple Primary Jobs, Terminated Primary Jobs and No Primary Job

Workforce Administration, Workforce Reports, Primary Job Audit

Audits the data in fields that match in the Position Data component and the current incumbent Job Data component. (SQR)

Organizational Development, Position Management, Position Reports, Exception/Override

Lists the current position-related data for active positions, inactive positions, or both, depending on which you select to run

Missing Adjusted Continuous Service Date Report

Project employees cannot be on the project for more than 4 years or they must be hired as a permanent employee.

This report will show active employees whose pay basis is NOT equal to “N” and do not have either a home address or a business address on file in HRS

UW_EPM_HR_QRY_NSUW_EPM_HR_QRY_ADDRES_S

UW_EPM_HR_QRY_NSUW_EPM_HR_QRY_ADDRES_S

Audit Job Data where no Reason was entered. Includes Employee Id, Effective Date, UserID and Action Date.





Report Type

Custom or Delivered


Productionor EPM

CypressReport?


HR 14227 Apr 2011 Query UW_HR_JOB_EMPL_CLASS_AUDIT Job Empl Class Change Audit Audit Job Data where Empl Class was changed. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

HR 14223 Apr 2011 Query UW_HR_JOBCD_MIN_MAX Min/Max Lookup by Job Code Verify that a compensation rate falls within the range. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

HR 8208 Apr 2011 Query UW_HR_JOBCODE_RATEHIST Job Code & Rate History Query Job Code & Rate History Query Custom New EPM Reporting Tools, Query, Query Viewer UW_EPM_HR_QRY_NS UW_EPM_HR_QRY_NS N N/A N/A N/AHR 14222 Apr 2011 Query UW_HR_NID_AUDIT National ID Audit Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

HR 8208 Apr 2011 Query UW_HR_PERS_JOB_HIST Person Job History Query Person Job History Query Custom New EPM Reporting Tools, Query, Query Viewer UW_EPM_HR_QRY_NS UW_EPM_HR_QRY_NS N N/A N/A N/AHR 14226 Apr 2011 Query UW_HR_POSITION_REASON_BLANK No Action/Reason for Position Data Assure accurate reporting based on Position Reasons. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

HR 14228 Apr 2011 Query UW_HR_POSN_EMPL_CLASS_AUDIT Position Empl Class Change Audit Audit Job Data where Empl Class was changed. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

HR N/A Apr 2011 Query UW_HR_UNCLS_HOURLY_EXMPT_AUDIT Unclass Hourly FLSA Exempt Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

HR N/A Apr 2011 Query UW_HR_UNCLS_HRLY_STD_HRS_GT_01 Unclass Hourly with Standard Hours > .01 Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

HR 522 Apr 2011 SQR UWHRR004 Position Status Report (modified POS001) Custom Modify Production UW_UNV_HR_POSITION_RPT HR Position Reports N N/A N/A N/A

HR 692 Apr 2011 SQR UWHRR007 Locate Duplicate Employees Report Locates Duplicate Person Records Custom New EPM UW_SSC_EPM_HR_REPORTS EPM HR SSC Reports Y 7 days Service Center Inbox

HR 851 Apr 2011 SQR UWHRR009 Rate Over Max/Under Min Custom New Production UW HR Reports, Over Max Under Min Report UW_UNV_HR_OVER_UNDER_RPT HR Over Max Under Min Report Y 7 days

HR 202 Apr 2011 SQR UWHRR010 Expected Job End Date Report Custom New Production N N/A N/A N/A

HR 836 Apr 2011 SQR UWHRR011 Job List by Dept Custom New EPM EPM Reports, HR Reports, Job List by Department UW_UNV_EPM_HR_REPORTS EPM HR Reports N N/A N/A N/A

HR 694 Apr 2011 SQR UWHRR012 Probation Report Custom New Production UW HR Reports, Probation Report UW_UNV_HR_PROBATION_RPT HR Probation Report Y Scheduled monthly 45 days

HR 837 Apr 2011 Query UWHRR013 LTE not to Exceed 1043 Hours Monitors LTE Hours Custom New EPM UW HR Reports > LTE Hours Report UW_UNV_HR_LTE_HOURS_RPT HR LTE Hours Report Y 45 days

PY N/A Apr 2011 SQR BUD001 Department FTE Delivered Delivered Production UW_SSC_PY_FINANCE_UPD PY UWSC Finance Processing N N/A N/A N/A

PY N/A Apr 2011 SQR BUD002 HRMS Reconciliation Report Provides reconciliation details. Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR BUD009 Encumbrance Messages Delivered Delivered Production UW_SSC_FI_ENCUMB_UPD FI Central User Encumb Process N N/A N/A N/A

PY N/A Apr 2011 SQR BUD012 FTE Rollup Delivered Delivered Production UW_SSC_PY_FINANCE_UPD PY UWSC Finance Processing N N/A N/A N/A

PY N/A Apr 2011 SQR DDP002 Direct Deposit Register Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY 790 Apr 2011 SQR DDP003 Earnings Statement Custom Modify Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations Y

PY N/A Apr 2011 SQR DDP004 DDP advice Register Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR DDP005 Direct Deposit Prenotification Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR DDP006 Direct Deposit Prenote Memo Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR HPCA012 Fringe and Gross Report Delivered Delivered Production UW_SSC_PY_FINANCE_UPD PY UWSC Finance Processing N N/A N/A N/A

PY 819 Apr 2011 SQR PAY001 Some vendors require specific reporting criteria and attributes Custom Modify Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations Y 45 days

PY 820 Apr 2011 SQR PAY002 Payroll Register (modified) Custom Modify Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations Y Run after each payroll confirm 45 days

With a few exceptions, changes to Empl Class should not occur. Typically, it should be a new Job. Identify and correct, if necessary.

Provides the minimum and maximum of a pay range for a Job Code. For unclassified titles, the first digit of the Salary Plan identifies the campus and the fourth digit of the Salary Plan identifies "A" or "C" basis; the first digit of the Grade identifies a System (S), Institution (I) or Extraordinary (0) range. The user may enter a wildcard % value in the prompt.

Audit to check that the primary ID indicator is not all 9s, UWRPT and ITIN are valid formats,PR (SSN) is not 9s and is not Primary, National ID is not blank.

Assure that National ID Types and Numbers are entered correctly. If the Person has no SSN and no ITIN, Business process will be to always add a UW Reporting ID type and check it as primary for ETF reporting purposes.

Audit Position Data where no Reason was entered. Includes Employee Id, Effective Date, UserID and Action Date.

With a few exceptions, changes to Empl Class should not occur. Typically, it should be a new Job. Identify and correct, if necessary.

Provides a list of unclassified jobs with Pay Basis = H (Hourly) and FLSA Status = E (Exempt).

HR needs to ensure that the FLSA status for unclassified hourlies is nonexempt so Time and Labor processes run correctly.

Provides a list of unclassified jobs with Pay Basis = H (Hourly) and Standard Hours > .01

Hourly unclassified jobs do not have a regular, recurring schedule and should have the minimum Standard Hours possible. A Standard Hours greater than .01 implies the hours do not fluctuate and thus the job should have a Pay Basis of A or C rather than H.

Inventories the types of positions in your organization, and lists all filled and vacant positions

Organizational Development>Position Management>Position Reports>Position Status

EPM Reports, HR Reports, Locate Duplicate Employees rep

This report should be scheduled to be run nightly Monday – Friday and available the next day for review.

To assure that employee base rates are correct and that the employees are paid at the authorized rate. Two checkboxes to indicate the rate is approved “above the range” (over max), or “below the range” (under min) are being added to the Job Record in an HR mod.

The scheduled report should run nightly (Monday thru Friday)


Lists employees for whom the batch process will insert a termination row. Creates a report for App Engine UW_HR_EDT after it runs

Workforce Administration > Job Information > Reports > Add Term Row - End Date

UW_BAT_HRUW_SSC_HR_ADD_TERM_ROW

HR Batch ProcessorHR Add Trm Row-EndDt/PR Inact

To provide a listing of employees and/or persons of interest with active jobs for a given business unit/department

List of employees on Probation currently, or for a given time period by UDDS and by Probation Date


Bi-weekly (after each classified payroll confirm).


Run a Department FTE (department full time equivalent) report, which captures the difference between full time equivalent caps and FTE actuals for each department.

Set Up HRMS, Product Related, Commitment Accounting, Reports, Department FTE

Payroll for North America, Payroll Distribution, Commitment Accounting USA, Reconciliation Report, Reconciliation Report

UW_SSC_FI_COMMIT_ACCT_UPDUW_SSC_PY_FINANCE_UPD

FI Central User Commit AcctPY UWSC Finance Processing

Run an Encumbrance Message report, which provides information on encumbrance processing error messages.

Set Up HRMS, Product Related, Commitment Accounting, Reports, UW Encumbrance Messages Report

Run an FTE Rollup report, which provides a detailed listing of total filled and vacant FTE (full time equivalent) counts by department.

Set Up HRMS, Product Related, Commitment Accounting, Reports, Full-Time Equivalent Roll-up

Produce a report that lists all direct deposits for employees in each company in the organization.

Payroll for North America, Payroll Processing USA, Create Direct Deposits, Direct Deposit Register, Direct Deposit Register

Use the DDP003 direct deposit print as a template and add Absence Management information. As delivered, the DDP lists all deductions. This may need to go to a second page in order to display all earnings, deductions and absence management information. This will replace and enhance today’s earnings statement

Payroll for North America, Payroll Processing USA, Create Direct Deposits, Earning Statement

Scheduled after Payroll Confirm

Match current retention

Employee Portal

Knowledge Builder for Reprints

Produce a report of payroll amounts paid directly into the employee’s bank account as direct deposits. This report is similar to PAY004 - Payroll Check Register.

Payroll for North America, Payroll Processing, Create Direct Deposits, Advice Register, DDP Advice Register

Produces a report that displays employees who will have their pay deposited directly into their bank account for the first time.

Payroll for North America, Payroll Processing USA, Create Direct Deposits, Prenotification Report, DDP Prenotification

Produces a memo to each employee who has added a new direct deposit. The memo lists the direct deposit information for verification purposes.

Payroll for North America, Payroll Processing USA, Create Direct Deposits, Prenote Memo, DDP Prenote Memo

Reports on the Pay Check Distribution records. Run after you’ve completed the Pay Check distribution process.

Payroll for North America, Payroll Distribution, GL Interface Reports, Gross and Fringe

Vendor Payment Reports (modified - Deduction Register)

Payroll for North America, Payroll Processing USA, Pay Period Reports, Deduction Register

Will be run after each Pay Confirm. May also be run ad-hoc.

Service Center InboxCampus Inbox

This report will combine all payment data to employees and distribute to the campus/ division/department payroll coordinators

Payroll for North America, Payroll Processing USA, Pay Period Reports, Payroll Register






Report Type

Custom or Delivered


Productionor EPM

CypressReport?


PY 789 Apr 2011 SQR PAY003 Paycheck Print Custom Modify Production UW_SSC_PY_PY_CHECKS_UPD PY UWSC Payroll Check Process N N/A N/A N/A

PY N/A Apr 2011 SQR PAY004 Check Register Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY005 Cost Center Delivered Delivered Production UW_SSC_PY_FUTURE_UPD PY UWSC Future Functionality N N/A N/A N/A

PY N/A Apr 2011 SQR PAY006 Other Earnings Register Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY007 Deductions in Arrears Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY008 Deductions Not Taken Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY009 Paysheets Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY010 Employees Not Processed Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY 803 Apr 2011 SQR PAY011 Payroll Error Messages (modified PAY011) Custom Modify Production UW Payroll Reports>Payroll Error Messages UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations Y 45 days

PY N/A Apr 2011 SQR PAY013 Employee Earnings Snapshot Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAY014 Employee Earnings Record Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY015A Check Reconciliation Delivered Delivered Production UW_SSC_PY_RECONCILIATION_UPD PY UWSC Payroll Reconciliation N N/A N/A N/A

PY N/A Apr 2011 SQR PAY015B Check Reconciliation Delivered Delivered Production UW_SSC_PY_RECONCILIATION_UPD PY UWSC Payroll Reconciliation N N/A N/A N/A

PY N/A Apr 2011 SQR PAY018 Payroll Summary Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY021 Employer Benefit Contribution Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY025 Balance Adjustment Delivered Delivered Production UW_SSC_PY_ADJUSTMENT_UPD PY UWSC Balance Adjustment N N/A N/A N/A

PY N/A Apr 2011 SQR PAY033 Imputed Income Adjustment Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR PAY034 Presheet Audit Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY035 Delivered Delivered Production UW_PY_RUN_PRECALC_AU UW_PY_RUN_PRECALC_AU N N/A N/A N/A

PY N/A Apr 2011 SQR PAY036 Paysheet Records Audit Prior to Confirm Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY039 Delivered Delivered Production UW_SSC_PY_FINANCE_UPD PY UWSC Finance Processing N N/A N/A N/A

PY N/A Apr 2011 SQR PAY040 Child Support – EFT Delivered Delivered Production UW_SSC_PY_PY_CHECKS_UPD PY UWSC Payroll Check Process N N/A N/A N/A

PY N/A Apr 2011 SQR PAY300RT Retro Pay Request Summary Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY301RT Retro Pay All Calculated Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

Print UW system checks and PeopleSoft earnings statements (PAY003.SQR). The only modification made to this delivered PeopleSoft report needs to be the sort order because these are physical checks that need to be within some type of a set order for locating. The default sort is company, alpha, but the users want to change this to Business Unit/Dept ID, alpha within

Payroll for North America, Payroll Processing USA, Produce Checks, Print Checks, Check Print

Produces a report of all checks, in check number order, written in the pay period for each company in the organization.

Payroll for North America, Payroll Processing USA, Produce Checks, Check Register, Check Register

Produces a report of employee hours and earnings, sorted by cost center. Reports information for each company in the organization, sorted by pay period.

Payroll for North America, Payroll Processing USA, Pay Period Reports, Cost Center, Cost Center Report

Produces a report of detailed wages other than regular and overtime earnings, such as automobile allowances or expense reimbursements.

Payroll for North America, Payroll Processing USA, Pay Period Reports, Other Earnings Register, Other Earnings Register

Produces a report of all deductions in arrears that you take from employee paychecks at a date later than the regularly scheduled pay period.

Payroll for North America, Payroll Processing USA, Pay Period Reports, Deductions in Arrears, Deductions in Arrears Report

Produces a report of employee deductions not were not taken for the pay period. Also shows the deductions and amounts that went into arrears.

Payroll for North America, Payroll Processing USA, Pay Period Reports, Deductions Not Taken, Deductions Not Taken Report

Print the paysheets created in the Create Paysheet process (PSPPYBLD).

Payroll for North America, Payroll Processing USA, Create and Load Paysheets, Print Paysheets, Paysheet Print

Produces a report of employee hours and earnings that were not processed for the pay period.

Payroll for North America, Payroll Processing USA, Produce Payroll, Employees Not Processed Report, Employees Not Processed Report

Provides a list of the system error messages generated during the COBOL payroll processes — calendar creation, paysheet creation, pay calculation and pay confirmation.

Run after paysheet creation, each Calculation and Confirm


Produces a report of detailed information for U.S. employees as of the date that you specify.

Payroll for North America, Periodic Payroll Events USA, Balance Reviews, Employee Earnings Snapshot Rpt, Employee Earnings Snapshot Rpt

UW_SSC_PY_PY_PROCESSING_UPDUW_UNV_BI_COORDINATOR

PY UWSC Payroll OperationsBI UW_UNV_BI_COORDINATOR

Prints an earnings summary record for each U.S. employee that is selected as of the date specified.

Payroll for North America, Periodic Payroll Events USA, Balance Reviews, Employee Earnings Record Rpt, Employee Earnings Record Rpt

Reconciles the checks cleared at your financial institution and inserts data into a temporary Check Reconciliation file. It also produces an error listing that shows checks with the wrong net amount, checks flagged as already being cashed, and checks flag

Payroll for North America, Periodic Payroll Events USA, Check Reconciliation, Request Reconciliation, Check Reconciliation

Produce a report that lists the outstanding check entries in the temporary Check Reconciliation file.

Payroll for North America, Periodic Payroll Events USA, Check Reconciliation, Reconciliation Report, Check Reconciliation Report

Produces a summary of U.S. paycheck detail by Run ID. It includes amounts, earnings, employee deductions, employer contributions, employee and employer taxes.

Payroll for North America, Payroll Processing USA, Pay Period Reports, Payroll Summary, Payroll Summary Report

Produces a report of U.S. employer-paid benefits, sorted by plan type. It includes both taxable and nontaxable amounts for the selected pay period and year-to-date (YTD) month, quarter, and year.

Payroll for North America, Payroll Processing USA, Pay Period Reports, Employer Benefit Contributions, Employer Ben Contributions Rpt

Produces a listing of balance adjustments that were processed through the Balance Adjustment pages for US employees.

Payroll for North America, Periodic Payroll Events USA, Balance Adjustments, Balance Adjustment Report, Balance Adjustment Report

Provides a detailed listing of the imputed income adjustments generated in the Imputed Income process (PSPIMRUN).

Payroll for North America, Periodic Payroll Events USA, Imputed Income Adjustments, Adjustment Report, Imputed Income Adjustment Rpt

Provides a detailed error listing of set up data (employee, benefit, deductions) that can cause errors in the Create Paysheet process (PSPPYBLD).

Payroll for North America, Payroll Processing USA, Create and Load Paysheets, Presheet Audit Report, Presheet Audit Report

Precalculation Audit Report (paysheet records audit prior to calculate pay)

Provides a detailed error listing (by company, pay group, and pay end date) of information that might cause problems during the Pay Calculation process (PSPPYRUN). It checks employment taxes, and identifies orphan records.

Payroll for North America>Payroll Processing USA>Produce Payroll>Precalculation Audit Report

Provides a detailed listing (by company, calendar year, pay group, month code, pay end date, and employee ID) of information that might cause problems during the Pay Confirmation process. It checks for potential duplicate keys, no active job record found,

Payroll for North America, Payroll Processing USA, Produce Payroll, Preconfirm Audit Report, Preconfirm Audit Report

HR Accounting Line Report (human resources accounting line report)

Produces a listing of the accounting line entries that are created by running the GL Interface process.

Payroll for North America, Payroll Distribution, GL Interface Reports, HR Accounting Line, HR Accounting Line Report

Creates an electronic transmittal file to transfer garnishment payments directly to the state disbursement unit. It also produces output in PDF format.

Payroll for North America, Payroll Processing USA, Create Direct Deposits, Child Support – EFT, Child Support – EFT

Creates a retroactive (retro) pay summary from the Retro Pay Request table, which lists employee ID, effective date, process end dates and retro program ID.

Payroll for North America, Retroactive Payroll, Reports, Retroactive Pay Reports, Retro Pay Request Summary, Retro Pay Request Summary Rpt

Produces a detailed report of the retroactive pay calculation, sorted by employee and by earnings type.

Payroll for North America, Retroactive Payroll, Reports, Retroactive Pay Reports, Retro Pay Calculations, Retro Pay Calculations Report





Report Type

Custom or Delivered


Productionor EPM

CypressReport?


PY N/A Apr 2011 SQR PAY302RT Retro Pay Summary Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY303RT Retro Pay Terms Calculated Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY701 Bank Table Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAY702 Delivered Delivered Production UW_SSC_PY_FINANCE_UPD PY UWSC Finance Processing N N/A N/A N/A

PY N/A Apr 2011 SQR PAY703 General Deduction/Deduction Frequency Table Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY704 Deduction/Deduction Frequency Table Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAY705 Deduction Classes Delivered Delivered Production UW_PY_CONFIG_AU UW_PY_CONFIG_AU N N/A N/A N/A

PY N/A Apr 2011 SQR PAY708 Shift Table Delivered Delivered Production UW_SSC_PY_PY_PROCESSING_UPD PY UWSC Payroll Operations N N/A N/A N/A

PY N/A Apr 2011 SQR PAY711 Pay Group report Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAY711 Pay Group Table Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAY712 Earnings Table Delivered Delivered Production UW_PY_CONFIG_AU UW_PY_CONFIG_AU N N/A N/A N/A

PY N/A Apr 2011 SQR PAY713 Special Accumulator Table Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAY714 Pay Calendar Table Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAY715 Garnishment Rules Table Delivered Delivered Production N N/A N/A N/A

Produces a retro pay summary of each request type, with a grand total of both request types.

Payroll for North America, Retroactive Payroll, Reports, Retroactive Pay Reports, Retro Pay Calc Summary, Retro Pay Calc Summary Rpt

Produces a report of terminated employees for whom the system has calculated retro pay. This report lists the same information as PAY301RT.

Payroll for North America, Retroactive Payroll, Reports, Retroactive Pay Reports, Retro PayTerminations, Retro Pay Terminations Report

Produces a listing of Bank table information, which is an edit table for Federal Reserve transit numbers. It identifies every banking institution where your company has accounts that are established for paychecks and direct deposits.

Set Up HRMS, Common Definitions, Banking, Bank/Branch Report, Bank/Branch Report



Company Table - GL Data (Company table - general ledger data)

Produces a listing of the GL Data on the Company table, where you establish the individual companies in the corporate structure. This report is a companion to PER707 (the Company Table - General Data report), which lists the payroll-related general ledger

Set Up HRMS, Product Related, Payroll for North America, GL Interface, Company GL Data Report

Produces a listing of the General Deduction/Deduction Frequency table, which contains payroll deductions that do not fit into a category that is covered by a benefit table, such as United Way, union dues, or parking fees.

Set Up HRMS, Product Related, Payroll for North America, Deduction Table Reports, General Deduction/Frequency, General Ded/Frequency Report

Produces a listing of the Deduction/Deduction Frequency table, which contains deduction priority, tax effect, and frequency of both benefit and non-benefit deductions.

Set Up HRMS, Product Related, Payroll for North America, Deduction Table Reports, Deduction/Frequency, Deduction/Frequency Report



Produces a listing of the Deduction table in two parts; you must request each report separately by ID number. 705A contains processing the GL information for deduction classes. PAY705B contains the effect of deduction classes on taxes.

Set Up HRMS, Product Related, Payroll for North America, Deduction Table Reports, Deduction Class, Deduction Class Report

Produces a listing of the Shift table, which contains effective dates, rates and factors.

Set Up HRMS, Product Related, Payroll for North America, Comp/Earnings Table Reports, Shift, Shift Report

Prints each pay group and its effective date along with the processing characteristics that apply to that group.

Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Pay Group Table



Produces a listing of the Pay Group table, which contains effective dates, and other processing characteristics from the Pay Group table.

Set Up HRMS, Product Related, Payroll for North America, Comp/Earnings Table Reports, Pay Group, Pay Group Report



Produces a list of the Earnings table, which contains earnings types and their payroll characteristics. This report comes in three parts; you must request each report separately by ID number. 712A and 712B contain information on the USA tax effects relate

Set Up HRMS, Product Related, Payroll for North America, Comp/Earnings Table Reports, Earnings, Earnings Report

Produces a listing of the Special Accumulator table, which is an edit table for payroll processing. It groups together earnings/deduction to be use in the calculation of deduction amounts, such as deductions that are stated as a percent of gross (for exam

Set Up HRMS, Product Related, Payroll for North America, Comp/Earnings Table Reports, Special Accumulator, Special Accumulator Report



Produces a listing of the Pay Calendar table, which contains the cycles that you create for payroll processing by pay group. Each entry in the table corresponds to a pay period for a pay group.

Set Up HRMS, Product Related, Payroll for North America, Comp/Earnings Table Reports, Pay Calendar, Pay Calendar Report



Produces a listing of the Garnishment Rules table, sorted by state. It lists rules in three sections—(1) rule description and exemption variables, (2) formula details, and (3) rule references.

Set Up HRMS, Product Related, Payroll for North America, Garnishment Table Reports, Garnishment Rules, Garnishment Rules Report







Report Type

Custom or Delivered


Productionor EPM

CypressReport?


PY N/A Apr 2011 SQR PAY716 Disposable Earnings Definition Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAY717 Earnings Program Table Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAY717 Earnings Program Table Prints a detailing of your pay plan definitions. Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAY718 Tax Location Table Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAY719 Garnishment Proration Report Delivered Delivered Production UW_SSC_PY_GARNISHMENT_UPD PY UWSC Garnishment Processing N N/A N/A N/A

PY N/A Apr 2011 SQR PAY720 Garnishment Proration Rule Listing Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAY752 Company ChartField Mapping Delivered Delivered Production UW_SSC_PY_FINANCE_UPD PY UWSC Finance Processing N N/A N/A N/A

PY N/A Apr 2011 SQR PAYGL01 Payroll General Ledger Interface Delivered Delivered Production UW_SSC_PY_FN_CHECKS_UPD PY UWSC Financial Check Prcs N N/A N/A N/A

PY N/A Apr 2011 SQR PAYVNDR Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 SQR PAYXTRCT Delivered Delivered Production UW_SSC_PY_FN_CHECKS_UPD PY UWSC Financial Check Prcs N N/A N/A N/A

PY N/A Apr 2011 SQR T002CAHP Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX001 Tax Deposit Summary Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX002XX Quarterly State Employee Wage Listing Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX004 Multiple Worksite Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX007 Quarterly Federal Tax Summary Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX008 Quarterly State Tax Summary Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX010FD Tax Summary - Federal Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX010ST Tax Summary - State Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

Produces a listing of the Disposable Earnings Definition table, where you define disposable earnings that are subject to garnishment and garnishment exemption parameters.

Set Up HRMS, Product Related, Payroll for North America, Garnishment Table Reports, Disposable Earnings Definition, Disposable Earnings Defn Rpt



Produces a list of Earnings Program table, where you specify benefit plan and deductions data.

Set Up HRMS, Product Related, Payroll for North America, Comp/Earnings Table Reports, Earnings Program, Earnings Program Report



Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Earnings Program



Produces a listing of tax location data by location from the Tax Location table.

Set Up HRMS, Product Related, Payroll for North America, Tax Table Reports, Tax Location, Tax Location Report



Produces a listing of the Garnishment Proration table, which is sorted by court ID of employees whose garnishment amounts were prorated.

Payroll for North America, Payroll Processing USA, Pay Period Reports, Garnishment Prorations, Garnishment Prorations Report

Produces a listing of the Garnishment Proration Rule Listing table, which contains proration rules from the Garnishment table.

Set Up HRMS, Product Related, Payroll for North America, Garnishment Table Reports, Garnishment Proration Rules, Garn Proration Rules Report



Produces a listing of the Company Chartfield Mapping table for all of the human resources (HR) ChartKeys and their equivalent general ledger accounts and department IDs.

Payroll for North America, Payroll Distribution, GL Interface Reports, Company ChartField Mapping, Company ChartField Mapping Rpt

For employers using the GL Interface process, this produces accounting lines for PeopleSoft Enterprise General Ledger. This does not produce a report.

Payroll for North America, Payroll Distribution, Prepare GL Information, Non-Commit Accounting Info, Non-Commit Accounting Info

AP Vendor Listing (accounts payable vendor listing)

Produces a listings of the AP Vendor Listing table, which displays all vendors, address and other information up to a given date.

Payroll for North America, Payroll Distribution, Accounts Payable Information, AP Vendor Listing, AP Vendor Listing

UW_SSC_BN_3RD_PARTY_INTRFCSUW_SSC_BN_RECONCILIATIONUW_SSC_BN_SYSTEM_CONFIGUW_SSC_FI_AP_INFO_UPDUW_SSC_PY_FN_CHECKS_UPDUW_UNV_BN_REPORT_MGR

BN 3rd Party InterfacesBN Benefits ReconciliationBN Benefits System ConfigFI Central User Extract VouchrPY UWSC Financial Check PrcsBN Benefits Report Manager

AP Extract Audit (accounts payable extract audit)

Produce a listing of the AP Extract Audit table, that contains non-tax deductions that are sent to PeopleSoft Enterprise Payables.

Payroll for North America, Payroll Distribution, Accounts Payable Information, AP Extract Audit Report

Quarterly State Employee Wage Listing - California

(E&G) Produces state unemployment wage listings in a general format for quarterly reporting, including page and state totals for California.

Payroll for North America, U.S. Quarterly Processing, State Quarterly Wage Reporting, State Wage Listing Report, California

Produces pay period details of federal, state, and local taxes that are withheld from employees, and liabilities incurred for employer-paid taxes.

Payroll for North America, Pay Period Tax Reports USA, Tax Deposit Summary, Tax Deposit Summary Report

Produces state employee wage listings in a general format for quarterly reporting, including page and state totals. The XX in the report ID is a two-character state abbreviation.

Payroll for North America, U.S. Quarterly Processing, State Quarterly Wage Reporting, State Wage Listing Report

Produces a listing of each tax location, that is used to calculate the employees work taxes. The tax location is considered a worksite when completing the information on the federally mandated Multiple Worksite report (BLS-3020) or state variations.

Payroll for North America, U.S. Quarterly Processing, Quarterly Reports, Multiple Worksite, Multiple Worksite Report

Produce a report by employee, quarter-to-date (QTD), federal withholding, Federal Insurance Contributions Act (FICA), and unemployment taxes. It lists employees by social security number (SSN) and name, and it provides page and company totals.

Payroll for North America, U.S. Quarterly Processing, Quarterly Reports, Federal Tax Summary, Federal Tax Summary Report

Produce a summary report of employee QTD state withholding, disability, and unemployment taxes. It lists employees by SSN and name, and it provides page and company totals.

Payroll for North America, U.S. Quarterly Processing, Quarterly Reports, State Tax Summary, State Tax Summary Report

Produces a summary report of period-to-date income tax withheld, FICA, and unemployment taxes at the federal level. Run the report monthly or quarterly.

Payroll for North America, Pay Period Tax Reports USA, Tax Summary-Federal, Tax Summary Report - Federal

Produces a summary report of period-to-date income tax withheld, disability, and unemployment taxes at the state and local levels. Run the report monthly or quarterly.

Payroll for North America, Pay Period Tax Reports USA, Tax Summary-State, Tax Summary Report - State





Report Type

Custom or Delivered


Productionor EPM

CypressReport?


PY N/A Apr 2011 SQR TAX014 Federal Liability by State Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX015 Quarterly Tax Balances Audit Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX016 Default Tax Data Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX017 Quarterly State Unemployment Tax Verification Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX018 Employee Check Information Produce a listing of individual employee pay check information. Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX019 Employee Tax Information Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX030 Form 1042-S Tax Liability Data by Pay Period Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX100 W-4 Exemptions Report Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX103 Reset W-4 Exempt List Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX107 W-4 Audit Report Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX109 Delivered Delivered Production UW_SSC_PY_FUTURE_UPD PY UWSC Future Functionality N N/A N/A N/A

PY N/A Apr 2011 SQR TAX113 Reset W-5 Eligibility List Delivered Delivered Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing N N/A N/A N/A

PY N/A Apr 2011 SQR TAX5162T Delivered Delivered Production UW_SSC_PY_FUTURE_UPD PY UWSC Future Functionality N N/A N/A N/A

PY N/A Apr 2011 SQR TAX702 Federal/State Tax Table Delivered Delivered Production N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_ADDL_PAY_AUDIT Additional Pay Audit by Department Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_BAL_ADJ_CHK Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_BAL_ADJ_DED Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_BAL_ADJ_ERN Employees with Earnings Balance Adjustments Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_BAL_ADJ_GARN Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_BAL_ADJ_TAX Employees with Tax Balance Adjustments Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

Produces a report of federal withholding and liability (ER and EE FICA plus withholding) for each state. Use this report to determine when to deposit state withholding in those states that associate the frequency of state deposits with the employer’s sche

Payroll for North America, Pay Period Tax Reports USA, Federal Liability by State, Federal Liability by State Rpt

Produces a report that compares the employee QTD tax balance with the sum of Tax Detail records from each payroll run for each tax class and tax jurisdiction, making it possible to verify that system computations are correct for these balances.

Payroll for North America, U.S. Quarterly Processing, Quarterly Reports, Tax Balance Audit, Tax Balance Audit Report

Produces a listing of the auto-generated data created by the system, such as the employee’s hire date, federal marital status and allowances, state marital status and allowances, and local allowances and residence locality for U.S. employees.

Payroll for North America, U.S. Annual Processing, Year-End/New Year Preparation, Default Tax Data Report, Default Tax Data Report

Produce a report to verify that the appropriate employer unemployment tax for the quarter being reported has been calculated and posted to employees’ Tax Balance records.

Payroll for North America, U.S. Quarterly Processing, Quarterly Reports, State Unemployment Tax Report, State Unemployment Tax Rpt

Payroll for North America, Payroll Processing USA, Produce Checks, Employee Check Info Report, Employee Check Info Report

Produces an individual listing of the employee's tax withholding information.

Payroll for North America, Employee Pay Data USA, Tax Information, Employee Tax Information Rpt, Employee Tax Information Rpt

Produces tax liability 1042 data for a company and period that you specify.

Payroll for North America, Pay Period Tax Reports USA, Form 1042 Audit, Form 1042 Audit Report

Produces a listing of all employees whose U.S. Tax Data records indicate that they are exempt from federal income tax withholding (W-4).

Payroll for North America, U.S. Annual Processing, Year-End/New Year Preparation, W-4 Exemptions Report, W-4 Exemptions Report

Produces a listing of employees who have not yet filed a new Form W-4 by the due date to continue their tax exemption status. If the report is run in update mode, it will insert a new tax record to reset the federal withholding status. marital status and

Payroll for North America, U.S. Annual Processing, Year-End/New Year Preparation, Reset W-4 Exempt List, Reset W-4 Exempt List

Produces a listing of all employees who either created or updated their W-4 information through self-service.

Payroll for North America, U.S. Annual Processing, Year-End/New Year Preparation, W-4 Audit Report, W-4 Audit Report

SSN Verification (social security number verification)

Creates an electronic file that you can use to submit employee name and SSN information to the Social Security Administration for verification.

Payroll for North America, Payroll Processing USA, Pay Period Reports, Employee SSN Verification

Produces a listing of employees who have not refiled EIC eligibility by the due date. If run in update mode, it resets the employee EIC status to none and updates the EIC status on future-dated records.

Payroll for North America, U.S. Annual Processing, Year-End/New Year Preparation, Reset W-5 Eligibility List, Reset W-5 Eligibility List

2 Tiered Suppl Adj Pgm (two-tiered supplemental adjustment program)

Update the special accumulator that tracks taxable wages to calculate taxes when the employee is paid over 1 million USD.

Payroll for North America, Periodic Payroll Events USA, Mass Employee Updates, Update Two-Tier Suppl Data

Produces a report of the State Tax table and the State Other Tax table, which store the most current tax rates and other parameters used in calculating state and federal withholding, disability, and unemployment taxes.

Set Up HRMS, Product Related, Payroll for North America, Tax Table Reports, Federal/State Tax, Federal/State Tax Report



The query will provide an audit and listing of all employees with an additional pay record set up for payment.

The query will be used by the Service Center to audit the additional pay records that are set up for payment. This is needed because access to additional pay is distributed out to departments, so this query will provide oversight to the Service Center on the payments being made through that function.

Employees with Check YTD Balance Adjustments

The query will list employees who have had a Check YTD balance adjustment, which was entered after a specific date.

The query will be used to monitor balance adjustments in the system in conjunction with HRS-388. This will allow tracking of adjustments made to employee records to ensure they do not get duplicated.

Employees with Deduction Balance Adjustments

The query will list employees who have had a deduction balance adjustment, which was entered after a specific date.


The query will list employees who have had a earnings balance adjustment, which was entered after a specific date.


Employees with Garnishment Balance Adjustments

The query will list employees who have had a garnishment balance adjustment, which was entered after a specific date.


The query will list employees who have had a tax balance adjustment, which was entered after a specific date.






Report Type

Custom or Delivered


Productionor EPM

CypressReport?


PY N/A Apr 2011 Query UW_PY_CA_FED_VS_ST Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_CHK_CORRECT_INFO EE Check Correction Info Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_CRFTWRK_TBL Query of custom craftworker data table The query will list all entries in the custom Craftworker table. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY 14486 Apr 2011 Query UW_PY_DEDUCT_VENDOR_ADDRESS Deduction Vendor Addresses Deduction Vendor Addresses Deduction Vendor Addresses Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/APY N/A Apr 2011 Query UW_PY_EE_ASSOC_DUE Employees who Paid Associate Dues Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_EE_CHK_ADV Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_EE_NO_UN_CD List of employees without a Union Code Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_EE_NON_WI_WH List of employees with non-WI withholding Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_FED_EE_FICA Federal Employees with wrong FICA Status Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_FILE_UPLOAD File Uploads > Specific Date Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY 14486 Apr 2011 Query UW_PY_GARN_W_VENDOR Garnishments with Vendors Garnishments with Vendors Garnishments with Vendors Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/APY 14486 Apr 2011 Query UW_PY_GARN_WO_VENDOR Garnishments without Vendors Garnishments without Vendors Garnishments without Vendors Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/APY 14725 Apr 2011 Query UW_PY_MISSING_GOAL_BAL General Deductions without Goal Balances Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY 14725 Apr 2011 Query UW_PY_MONTH_LIMIT_EXCESS Deductions Over Monthly Limit Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_NON_WI_CA_IL List of employees with non (WI, IL, CA) tax data Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_NURSES_DED Nurses BaseX2XFTE>12 Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_OV_3_DIR_DEP EE with More than 3 Direct Deposits Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_PRENOTE_INC Employees with Incomplete Prenote Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_QTR_TAX_SUM Sum of Qtrly Tax by State Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

Comparison of CA & FED Withholding Status & Allowances

The query will list all employees whose Federal and State tax data records have differences on withholding status and the number of allowances.

California has a requirement that employees claim the same on both Federal and CA withholding. This query will provide a list of employees who have differences in these fields on the federal and state tax data records. Employees identified will be contacted regarding the need to change their withholding statuses to match on their Federal and California withholding.

The query will identify employees who have a check correction processed. Information to pull in what an employee was paid for check corrections

The query will identify employees who have had a check correction processed. It will read the modified check correction/adjustment reason page.

The query is required to research data in the custom Craftworker table. This will assist with validation of the Craftworker modification (HRS-220), which handles overtime pay for craftworkers, as well as, leave allocations.

The query will identify employees who had associated dues withheld in the prior pay cycle.

This query will assist with the validation of the union dues modification, to ensure that employees paying associate dues are the employees who should be paying those dues.

Employees Receiving both Check & Direct Deposit Advice

The query will list employees who received both a check and an advice in a pay period.

The query will assist with validating direct deposit set up. If an employee enrolls in direct deposit, policy is they must have their entire paycheck distributed by ACH, and not also receive a portion of their pay in a physical paycheck.

The query will identify employees who do not have a union code set up on their Job record.

This query will assist with the validation of the union dues modification, to ensure employees are properly set up in a union code. That is one of the fields used by the modification to set up the employee union deduction codes.

The query will list all employees who have a state code other than WI in their State Tax Data record and withheld on their paycheck.

The query will be used to identify issues with state tax withholding. The only acceptable states that UW plans to withhold state taxes at go-live are: WI, IL, and CA. This query will identify any potential tax data issues and allow correction prior to processing a payroll for the impacted employees.

The query will identify Federal employees who do not have their FICA status set to Medicare only.

For Federal employees, only the Medicare portion of FICA is required to be withheld and matched from employee paychecks. This query will identify Federal employees who do not have the correct FICA set up, which will allow correction to be made prior to incorrectly withholding and reporting FICA taxes.

Query against report attachment page (PYFD295) to see who has not submitted a file since a specified date.

The query will identify missing files, so the appropriate person can be contacted to obtain a new file as needed.

The query will list employees with a goal amount, but no goal balance in their general deduction record.

The query will list employees with a goal amount, but no goal balance in their general deduction record. It will be run after conversion, to assist with data cleanup efforts. It should not be required post go-live.

The query will identify any employee who is exceeding the monthly IRS pre-tax limit.

The query information will then be used by the Service Center to enter a one-time deduction override on the impacted employees’ paylines. Currently, there are no employees in this situation, but this is a work around for a modification (HRS-338) that did not pass testing and was put on hold until post go-live.

The query will list all employees who have a state code other than WI, CA, or IL in their State Tax Data record.

The query will be used to identify issues with state tax withholding. The only acceptable states that UW plans to withhold state taxes at go-live are: WI, IL, and CA. This query will identify any potential tax data issues and allow correction prior to processing a payroll for the impacted employees.

The query will list employees in the Union 11, whose Base X 2 X FTE is greater than $12. It will also list the employee’s nursing union deduction.

The query will identify employees in the nurse’s union who have an amount greater than $12 for their Base compensation X 2 X FTE. The deduction amount for this union cannot exceed $12, so this query will identify those employees who may need their deduction amount updated to be within this requirement.

The query will list employees who have more than 3 direct deposit distributions in their record

HRS-180 is a modification that provides edits on the direct deposit record. It requires employees enrolled in direct deposit to have all money paid via ACH and not split between ACH and a check. It also limits the number of distributions to 3 per employee. This query assists with the monitoring of this limit requirement.

The query will list all employees who have Prenote Required set to Yes in their direct deposit record and do not have a Prenote Status of either Submitted or Completed.

The query will be used to identify employees who have not had their direct deposit record prenoted, and therefore, will have a physical paycheck issued rather than ACH for the payment. Because UW is running a custom daily prenote process, employees in this situation should be limited, but this will allow the Service Center to be proactive to potential issues in distributing employee paycheck funds.

The query will provide a sum of all taxes by state for the specified quarter.

The query will assist in reconciliation of taxes for the quarterly reporting process.





Report Type

Custom or Delivered


Productionor EPM

CypressReport?


PY N/A Apr 2011 Query UW_PY_ST_EXMT_RENW List of EE Renewal State Exemption Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_ST_TX_ALLOW Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_STATE_MISMAT Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY 14770 Apr 2011 Query UW_PY_TA_DUES TA Union Dues over $25 Lists employees with TA union dues over $25 by Pay Run ID Dues will need to be limited to $25 Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/APY N/A Apr 2011 Query UW_PY_UMF_EE_BALANCES Med Foundation EE Tax Balances Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_UMF_UWS_FICA_VALIDATION UMF & UWS FICA Validation Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_UMF_UWS_OASDI OASDI Bal for UMF & UWS Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_UWS_PREMERGE UWS Bal Before UMF Merge Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY 14486 Apr 2011 Query UW_PY_VENDOR_ADDRESS Vendor Addresses Vendor Addresses Vendor Addresses Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/APY N/A Apr 2011 Query UW_PY_W4_PRC_STATUS List EEs by W4 Process Status Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_W4_RESET W4 Reset by Campus with Email Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_W5_RESET W5 Reset by Campus with Email Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_WPEC_DUES WPEC Union Dues Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY N/A Apr 2011 Query UW_PY_WS_GARN EE w/Depleted WS & Garnishment Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

PY Apr 2011 SQR UWPYR001 Garnishment Balance Statement Custom New Production N N/A N/A N/A

PY 801 Apr 2011 SQR Pre-Sheet Audit Report (Modified PAY034) Custom Modify Production UW Payroll Reports, Presheet Audit Report UW_PY_RUN_PRESHEET_AU UW_PY_RUN_PRESHEET_AU Y 45 days

PY 791 Apr 2011 SQR UWPYR014 Missed Payroll Custom New Production UW Payroll Reports, Missing Payroll Report UW_UNV_PY_PAYROLL_UPD PY Univ Payroll Processing Y 45 days

PY 794 Apr 2011 SQR UWPYR015 Work Study Award by Job Type Custom New Production UW_UNV_PY_WORKSTUDY_AWARDS_UPD PY Univ Workstudy Awards N N/A N/A N/A

PY 792 Apr 2011 SQR UWPYR017 Non-ACH Employees Custom New Production UW Payroll Reports, Non ACH Employees Report UW_UNV_PY_DIRECT_DEPOSIT_UPD PY Univ Direct Deposit Update Y Run after each payroll confirm 45 days

The query will list all employees who have claimed exempt from state withholding on their tax data record. The query has a State prompt, so is run by individual state.

The query will be primarily used at year-end to assist with the annual tax renewal process. It will identify employees who have claimed a state tax exemption. These employees must submit a new state withholding form to claim state tax exemption in the new year. The query results can be used to notify the employees of the form submission requirement, and can be used to identify employees who need their record updated after the form submission deadline.

Employees with Allowances greater than Threshold

The query will list all employees whose number of state withholding allowances exceeds the input parameter. It is run by state and the desired threshold.

States have various reporting requirements in terms of employees claiming in excess of a certain number of allowances on their state tax record. This query allows the user to run it for a specific state and for a specific allowance threshold.

List of employee with mismatches between address state and tax data state

The query will list all employees with a state address different from the state in their tax data record.

The query will be used to identify potential issues with state tax withholding. Should an employee have a tax data record with CA or IL, but a WI address, research will be done to determine the correct set up. The query will allow correction of tax data, if needed, prior to processing a payroll for the employee.

Med Foundation - Madison Budget Office information on FICA amounts. The query will list FICA tax balances in company UWS for Med Foundation common paymaster employees.

The query will provide a listing to the Med Foundation of the FICA tax balances added into HRS for the common paymaster employees.

Med Foundation - FICA Withholding Validation for UWS + UMF. The query will provide a calculation of the percentage of FICA taxes to taxable gross for validation against the OASDI rate (.062) and the Medicare rate (.0145) for the Med Foundation common paymaster employees.

The query will be used by the Service Center to validate the FICA taxes against the taxable gross for the Med Foundation common paymaster employees. Any instances where the calculated rate does not agree to the required rate (OASDI = .062; Medicare = .0145) will require action by the Service Center to correct the YTD balance.

Med Foundation - UMF & UWS OASDI YTD Balances. The query will list OASDI tax balances in companies UMF and UWS for Med Foundation common paymaster employees.

The query will provide a listing to the Service Center of the OASDI tax balances for companies UMF and UWS for the common paymaster employees.

Med Foundation - Pre-merge totals of UMF for W-2 process. The query will list all FICA tax balances in company UWS for Med Foundation common paymaster employees for the last period of the year prior to merging the UMF balances.

The query will provide a listing to the Service Center of the FICA tax balances for company UWS for the common paymaster employees for the last period of the year prior to merging the UMF balances. The query will need run prior to running the custom merge process.

Query on W-4 Procesing Status - None, Notification Sent; New W-4 Received. The query will list employees by W-4 Processing Status in their federal tax data record. It has prompts by status and effective date.

The query will identify employees who are claiming exempt status and need to file a new W-4 form to continue that exempt status in the new year.

List of EE who will have their tax withholding reset by campus and pick up email address. The query will list employees who are claiming exempt status for Federal taxes.

This query will assist with the annual tax renewal process by identifying employees who need to submit a new form to claim exempt status.

List of EE who will have their EIC reset by campus and pick up email address. The query will list employees claiming Earned Income Credit on their federal tax record.

This query will assist with the annual tax renewal process by identifying employees who have to submit a new W-5 form to claim Earned Income Credit.

The query will provide a listing of all employees with the WPEC union dues deduction each pay cycle.

The query will be used by the Service Center to create a report to be submitted to WPEC listing all employees and their WPEC union dues deductions.

The query will list employees who have workstudy money and a garnishment.

The query will identify employees with workstudy money and an active garnishment. Workstudy funds cannot be garnished. Once the workstudy award balance is depleted to $0, the garnishment will be reactivated.

Create a statement of garnished withholdings for each employee where garnishments were withheld. Based on the Pay Run ID entered, the process will check to see if there were any garnishments deducted. The system will then create a statement of garnished withholdings for each employee where garnishments were withheld.

Payroll for North America, Employee Pay Data USA, Deduction, Create Garnish Bal Statement

UW_BAT_PYUW_SSC_PY_GARNISHMENT_UPD

PY Payroll Batch ProcessorPY UWSC Garnishment Processing

UWPYR010 The purpose is to generate a report to verify the integrity of the payroll and benefits setup and the employee data. Before creating paysheets, this report will be run. This report scans all the tables required by the Create Paysheet process and identifies orphan records and codes.

Scheduled – Will proceed paysheet creation and Adhoc (on demand)

Service CenterCampusMSN Div/Dept

People who have active employment status, but who are not getting paid on the upcoming payroll

On demand and on schedule, after each on cycle payroll calculation and after each payroll confirm


This report provides a breakdown of student job types and workstudy dollars, both federal and departmental share for each student job type. Only the current workstudy award period will be listed unless there were prior payments processed that were charged to earlier awarding periods

UW Payroll Reports, Work Study Award Job Type Rpt

Employees who don't have current active ACH records. Today this is JOB JPY8038.






Report Type

Custom or Delivered


Productionor EPM

CypressReport?


PY 795 Apr 2011 SQR UWPYR018 Work Study Award by Person Custom New Production UW Payroll Reports, Work Study Award by Person UW_UNV_PY_WORKSTUDY_AWARDS_UPD PY Univ Workstudy Awards N N/A N/A N/A

PY 796 Apr 2011 SQR UWPYR019 Custom New Production UW Payroll Reports, Adjustment Employee Balances UW_SSC_PY_ADJUSTMENT_UPD PY UWSC Balance Adjustment Y 45 days

PY 797 Apr 2011 SQR UWPYR020 Custom New Production UW_SSC_PY_TAX_UPD PY UWSC Tax Processing Y 45 days

PY 798 Apr 2011 SQR UWPYR021 Work Study Balance Control Custom New Production UW Payroll Reports, Work Study Balance Control UW_SSC_PY_WORKSTUDY_UPD PY UWSC Workstudy Processes N N/A N/A N/A

PY 809 Apr 2011 SQR UWPYR022 Overload Reporting Report to Track Overload Payments Custom New Production UW Payroll Reports, Overload Report UW_UNV_PY_PAYROLL_UPD PY Univ Payroll Processing Y 45 days

PY 823 Apr 2011 SQR UWPYR024 Custom New Production UW Payroll Reports, Garnishments - TEAG UW_SSC_PY_GARNISHMENT_UPD PY UWSC Garnishment Processing Y 30 days Service Center Inbox

TL 780 Apr 2011 SQR TL004 Timesheet Report Custom Modify Production Time and Labor, Reports, Timesheet Report Y On-Demand 21 days

TL 768 Apr 2011 Query UW_TL_768_TLER T&L Exception Report Report by campus/division to show all unresolved exceptions Custom New Production Reporting Tools, Query, Query Viewer N N/A N/A N/A

TL 771 Apr 2011 Query UW_TL_771_DTRPT Duplicate Time Report Custom New Production Reporting Tools, Query, Query Viewer N N/A N/A N/A

TL 772 Apr 2011 Query UW_TL_772_TRPY Time Rejected by Payroll Report Custom New Production Reporting Tools, Query, Query Viewer N N/A N/A N/A

TL 773 Apr 2011 Query UW_TL_773_PSR Payable Status Report Custom New Production Reporting Tools, Query, Query Viewer N N/A N/A N/A

This report is used by Financial Aid Offices (campus level), and Payroll Coordinators at the campus/division/department level to view workstudy award amount/balances as well as workstudy earnings (federal/dept splits) for each paid workstudy eligible appointment that occurred for a given payroll confirmation. Financial Aid offices use the output from this report to update award balances in their local workstudy applications

Adjusting Employee Balances/Payroll Check Processing

TSA Report for who will fall into this category. To identify any TSA deduction adjustment (negative or positive) to adjust vendor payment (before vendor payment date), or recoup the vendor payment (after the vendor payment date). 3 different scenario's (Mistake of fact, Money lost, etc)

Scheduled: Will run following each payroll confirm

On-Demand: Whenever the UW Service Center needs to run


Validation of Non-Taxable Gross/No Taxes for 990 Employees

These employees will not have a SSN assigned. This report will serve two purposes: 1) Validate non-taxable gross/no taxes for employees with 999999999 national ID and are identified on Job as working and living outside the USA.2) To capture those employees with a national ID of 999999999 who will be reported on a W2 or 1042S.

UW Payroll Reports, Non Taxable Gross 999 Empl Rpt

Run before each payroll calculation, confirm and on-demand.


Provides pre-payroll confirm (payroll calculation) payment information on students who hold workstudy awards. It alerts the campus/department if the student’s earnings for the upcoming pay period will be depleting their workstudy award funds. If the balance in a workstudy award is not enough to cover the student’s earnings, then this amount will be applied against departmental funds if additional $$ are not added to the student’s award.

For unclassified run with the first payroll calc and confirmation.


Garnishments: Termed Employees with Active Garnishments

Review the Default Tax Data Report (TAX016) program to determine what defaults/triggers are driven off address state. Then duplicate the same logic for the state report. The JIRA for the mod is HRS-243 (State Reciprocity Tax Modifications )

Scheduled: Will run each month after the unclassified on cycle payroll confirm.

On-Demand: Whenever the UW Service Center Garnishment Staff needs to run

Paper Timesheet report that can be decentrally generated and printed for a specific employee or a group of employees by department or supervisor.

UW_SSC_TL_SUPER_USERUW_SSC_TL_TROUBLESHOOTUW_UNV_TL Camp Div PY AdminUW_UNV_TL Non SupervisorUW_UNV_TL SupervisorUW_UNV_TL_VIEWONLY

TL SSC Super User CorrectionTL SSC TroubleshootTL UNV Payroll CoordinatorTL UNV Non-UW Supervisor/ApprTL UNV Supervisor / ApproverTL UNV View Only


UW_BAT_TLUW_SSC_TL_SUPER_USERUW_SSC_TL_TROUBLESHOOTUW_UNV_TL Camp Div PY AdminUW_UNV_TL Non SupervisorUW_UNV_TL SupervisorUW_UNV_TL_VIEWONLY

TL BAT Batch ProcessorTL SSC Super User CorrectionTL SSC TroubleshootTL UNV Payroll CoordinatorTL UNV Non-UW Supervisor/ApprTL UNV Supervisor / ApproverTL UNV View Only

Report to identify any time reported for the same employee for the same time period on multiple jobs.



To identiy reject time in detail - giving employee info, hours rejected and reasons for rejection.



Query to list payable status summary with counts; this will give information on things that need to be cleaned up before the payroll, giving a summary of time rejected by payroll.







Report Type

Custom or Delivered


Productionor EPM

CypressReport?


TL 774 Apr 2011 Query UW_TL_774_TESR Time Entry Status Report This is for positive time reporters without time. Custom New Production Reporting Tools, Query, Query Viewer N N/A N/A N/A

TL 775 Apr 2011 Query UW_TL_775_RTTRC Reported Time by TRC Query reported time by date range and TRC's Custom New Production Reporting Tools, Query, Query Viewer N N/A N/A N/A

TL 776 Apr 2011 Query UW_TL_776_RTT Reported Time by Task Query reported time with task id's by date range and TRC's Custom New Production Reporting Tools, Query, Query Viewer N N/A N/A N/A

TL 777 Apr 2011 Query UW_TL_777_NAR Needs Approval Report Report of all unnapproved time Custom New Production Reporting Tools, Query, Query Viewer N N/A N/A N/A

TL 778 Apr 2011 Query UW_TL_778_TCDVR TCD Validation Report Custom New Production Reporting Tools, Query, Query Viewer N N/A N/A N/A

TL 14499 Apr 2011 Query UW_TL_AM_TL_DUP_ENTRY AM/TL Duplicate Entry This may be handled via the Absence/TL Integration Exception. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL N/A Apr 2011 Query UW_TL_APPROVED_NOPAY Approved NOPAY TRC Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL 13998 Apr 2011 Query UW_TL_AUTO_LUNCH_MISMATCHES Auto Lunch Mismatches Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL N/A Apr 2011 Query UW_TL_COMP_TIME_RPT Comp Time Report Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL 10219 Apr 2011 Query UW_TL_GROUP_MEM_BY_EMPLID TL Group Membership by Emplid Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL 10219 Apr 2011 Query UW_TL_GROUP_MEM_BY_GROUP TL Group Membership by Group ID Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL N/A Apr 2011 Query UW_TL_INACTIVATED_IN_TL Inactivated TL Empl Data Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL N/A Apr 2011 Query UW_TL_INACTIVE_APPROVERS Inactive Payroll Coordinator and Approvers Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL 14773 Apr 2011 Query UW_TL_NO_APPVR_ASSGNED Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL N/A Apr 2011 Query UW_TL_PLUNCH_RULE_ELEMNT2 Punch Lunch and Rule Element 2 Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL 14607 Apr 2011 Query UW_TL_PRIOR_AUTO_ENROLL1 Prior Effective Dated TL Empl Data Changes Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A









Report to compare employee dept to TCD ID for reported time loaded by interface



Need a report/query to identify when ee's have entered duplicate AM- Create a query to identify instances when someone has entered duplicate leave on a day in excess of xx hours (i.e. 8 VAC and 8 PH). May create an exception in the future

This query will show all employees who have a NOPAY TRC that is in an approved status.

This TRC will need to be cleaned up and changed to a valid payable TRC prior to payroll processing in order to be paid.

Employees whose Rule Element 2 (meal deduction) does not match the Short Description for their schedule.

This will identify anyone with a rule element 2 not matching the auto lunch amount from their schedule.

Query for units that limit the amount of comp time within their units.

Provides comp time balances so that units who limit the comp time accrual can manage the time.

This query will be used to indicate which TL Groups a given emplid is in.This query will need to hit TL_GROUP_TBL and TL_GROUP_DTL.

The Dynamic Group Definition page times out depending on the number of employees in the group. The auto-load option on this page will be turned off, making group definitions visible but not the employees in the group. This query will fill this gap by showing employees in each TL group.

This query will be used to indicate which TL Groups a given emplid is in.This query will need to hit TL_GROUP_TBL and TL_GROUP_DTL.

The Dynamic Group Definition page times out depending on the number of employees in the group. The auto-load option on this page will be turned off, making group definitions visible but not the employees in the group. This query will fill this gap by showing employees in each TL group.

Query from Auto Enroll program that shows all employees that are inactive because of a change to the job record in which it doesn’t match up to an existing workgroup. If no workgroup is matched then TL Empl data is inactivated.

Identifies all TL Empl Data rows that are inactivated because a valid workgroup can't be found.

Employees who have an inactive Payroll Coordinator/Approver listed on their Auto Security page.

This will identify all inactive payroll coordinators, approvers, etc that are on the TL Security table. This is needed because a scope deviation for a automatated process was denied.

TL Employees without Payroll Coordinator or Supervisor

This query lists T&L employees who do not have a payroll coordinator or supervisor assigned to them.

This query lists T&L employees who do not have a payroll coordinator or supervisor assigned to them.

Query to show people who have punch lunch schedule and also a rule element 2 populated on TL_EMPL_DATA.

This query will find all employees who have a punch lunch type of schedule and also an automatic meal deduction in the Rule Element 2 field. If they have both a punch lunch and Rule element, the meal will be taken twice.This query will identify those situations so that they can be corrected.

Query for Auto Enroll process that will show HR related changes that are made using a prior effective dated row (e.g. reclass situations). Auto enroll won’t/shouldn’t pick these changes up and we’ll need to determine if we want to insert a row into TL_EMPL_DATA.

Need to identify situations in which the Auto Enroll process won't insert an prior effective dated row to determine whether a row should be inserted manually or not.





Report Type

Custom or Delivered


Productionor EPM

CypressReport?


TL 14607 Apr 2011 Query UW_TL_PRIOR_AUTO_ENROLL2 Prior Effective Dated TL Empl Data Changes Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL N/A Apr 2011 Query UW_TL_PUN_ELP_VALID_SCHED Punch/Elapsed Schedule Validation Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL N/A Apr 2011 Query UW_TL_REG00_ON_LGHOL REG00 Hours on a Legal Holiday Query to identify REG00 hours that are entered on a legal holiday. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL 14728 Apr 2011 Query UW_TL_ROTATION_ID Identify Rotation ID Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL N/A Apr 2011 Query UW_TL_SCH_HRS_EXCEED_LGHOL Schedule Hours exceed Legal Holiday Accrual Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL 14499 Apr 2011 Query UW_TL_SEC_ROLE_MISMATCH TL Security Role Mismatches Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL 14499 Apr 2011 Query UW_TL_SH_WRK_LGHOL SH Work on a Legal Holiday This query will identify empl class SH who work on a legal holiday. Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL N/A Apr 2011 Query UW_TL_TASKGROUP_VALIDATION Taskgroup Validation Custom New Production Reporting Tools, Query, Query Viewer ? ? N N/A N/A N/A

TL 770 Apr 2011 SQR UWTLR002 Payable Time Report Report by campus/division to show all payable time Custom New Production Time and Labor, Reports, Payable Time Report Y 21 days

TL 769 Apr 2011 SQR UWTLR003 Overtime & Comp Time Report Custom New Production N N/A N/A N/A

TL 767 Apr 2011 SQR UWTLR004 View Weekly/Daily Schedules Individual employee work schedules Custom New Production N N/A N/A N/A

TL 779 Apr 2011 SQR UWTLR005 Labor Report Custom New Production Time and Labor, Reports, Labor Report N N/A N/A N/A

TL 783 Apr 2011 SQR UWTLR007 Schedule Definition Report Shows all active schedule definitions - table dump. Custom New Production Time and Labor, Reports, Schedule Definition Report N N/A N/A N/A

TL 787 Apr 2011 SQR UWTLR008 Timeclock and Web Entry On line Change Custom New Production N N/A N/A N/A

Query for Auto Enroll process that will show HR related changes that are made using a prior effective dated row (e.g. reclass situations). Auto enroll won’t/shouldn’t pick these changes up and we’ll need to determine if we want to insert a row into TL_EMPL_DATA. This query includes the Seasonal field from Job data.

Need to identify situations in which the Auto Enroll process won't insert an prior effective dated row to determine whether a row should be inserted manually or not.

Query to identify employee's who have exempt job codes who are assigned a punch schedule and vice versa

This query would find ee's whose FLSA status does not match the appropriate schedule type.

REG00 hours entered on a legal holiday need to be corrected prior to payroll confirmation.

This query is used to identify the appropriate Rotation ID for employees with rotational schedules.

The Roation ID is a complex calculation. This query significantly simplifies the process.

Query to catch ee's who are scheduled for more than 8 hours in a day who do not work on the legal holiday. EE's need to replace REG hours with some type of leave

This would identify employees whose scheduled hours are greater than 8 hours on a legal holiday.

Employees who have a Payroll Coordinator/Approver listed on their Auto Security page, but the PC/Approver does not have the correct security.

This will identify anyone on the TL Secuirty Table that has a Security Role mismatch.

This will allow units who want to pay extra the opportunity to run this query and identify their employees that they need to do the extra entry on the timesheet.

Query of differences between TL EMPL Data Taskgroup to Reported time taskgroup.

Identifies mismatches between TL Empl data and reported time taskgroup.



Scheduled: Once or twice per pay period


A report to show employees with multiple jobs that shows hours that are not being paid overtime - even though the total time of multiple jobs is over 40/week (for example).

Time and Labor, Reports, Overtime & Comp Time Report



Time and Labor, Reports, View Weekly/Daily Schedules



Summary and Detailed Time and Labor Costs by department (SHAPS example).





To show reported time from a time clock or web entry that has been modified via ESS timesheet.

Time and Labor, Reports, Time Clock & Web Entry Report



uwservice.wisconsin.edu€¦ · XLS file · Web view · 2011-05-26PAY002 Payroll Register ... TAX001 Tax Deposit Summary Produces pay period details of federal, ... Reconciliation

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