Oracle HCM Cloud DataTerrainCustomizable

Prebuilt reports

 

 This paper lists prebuilt reports in ORACLE HCM cloud environment.  These reports
can be customized and enhanced for customer needs.   

  

Contents

 

Payroll Reports  2

Benefits Reports  11

Tax Reports  17

Audit Reports  21

Compensation Reports  23

Security Reports  25

HR Reports  26

 

Payroll Reports

S.No

Report Name

Description

1
 

Worker Compensation Detail Report

Worker Compensation details such as listing out all the
wages/elements earned and its respective amounts

2
 

Worker Compensation Summary Report

Worker Compensation details such as wages or elements at
a summarized level

3
 

Checks and Advices

Check information that can be used for audit and
reconciliation

4
 

Employee Data Change

Audit tool for the retro job and accuracy of pay for
status changes; all inclusive to replace  multiple reports – pay changes,
FLSA status changes, work location/state changes, resident location/state
changes,

5
 

Employee Data Validation

Verify EE FLSA status, assignment status matches the time
card required yes/no; rate within acceptable rates; required fields are not
null

6
 

Net pay zero report

Employees with Net pay zero and with an assignment status

7
 

Employee Tax Balances

Tax adjustments – Avoids additional manual effort by using
this report compared to seeded reports.

8
 

Percent Garnishment Data

Identify the employees set up with percentage-based
garnishments

9
 

Garnishment Termination Report

Termination employees that have garnishments – to notify
the respective agencies

10     

Payroll Hours Audit

Incorrect pay leading to over-payments. Pay Audit Report
– Hours earned for that pay period do not equal Employee’s Standard Hours

11     

Multiple Payroll Audit Report

Employees that have more than one active payroll.
Incorrect set up – causes over-payments

12     

W2 Data By Employee

W2 data of each employee which is needed for W2c
processing

13     

Multiple Open Assignments Report

Employees that have more than one active/inactive Payroll
eligible assignment. As incorrect set up may cause over-payments

14     

Transfer Audit

Employees transferred from one Payroll to another and /
or one TRU to another

15     

Tax by check

All Tax information by EE by Range of dates – shows
breakdown by check level

16     

Local Tax Data

Audit of All Tax information for specific states and
employee local taxes

17     

Earnings Detail by Earn Codes

Employees who may have two types of earning – salary and
reg hourly – if they are autopaid they should not have regular hour added.

18     

Year-End Reconciliation Report 1

Officers’ wages for fiscal year to provide to Corp Tax
for specific tax credits

19     

Year-End Reconciliation Report 2

Officers’ wages for fiscal year to provide to Corp Tax
for specific tax credits

20     

MTD AND YTD Balances-Earnings / Deductions / Taxes

Utilized by FSS Payroll and Data Management for
reconciliation. Many requests (auditing, finance, tax, etc.) for balance
totals. Auditing for the businesses, tax department to reconcile

21     

Active No Pay

Employees that are still on PY but have net pay that
equals zero.

22     

Payroll Audit Report

Employee that is being paid more than standard hours to
reduce over-payments

23     

Balance Adjustment Reporting

Balance Adjustments that were adjusted for a particular
date range.
Customers would need to pull all balance adjustments done for a particular
date range. This report includes employee balance details and also the batch
information.

24     

W4 History Report

Dated W4 records for employees

25     

Unprocessed Element Entry Report

Unprocessed Element Entries

26     

Invalid Balances Report

Invalid run balances

27     

Payroll Status Monitoring Report

Run statistics of payroll processes

28     

Tax Compliance Report

Tax Compliance & limits.

29     

PAY013CN Employee Earnings Snapshot

Employee Earnings Snapshot – Canada
The earnings display balances across all wage loss plans and provinces. The
report lists earnings codes separately and as total amounts.

30     

Earnings Report

Employees and their Wages in the queried Paygroup

31     

Garnishments

Garnishment elements and deduction value for each
employee.

32     

Union Hrs &Ded Report

Active employees and terminated employees who have been
terminated in the current calendar year. It shows the MTD hours for the REG,
HOL, STA. The input is a balance year and balance period. The output file is
a tab-delimited text file for import into excel.

33     

Union Deductions

Canada union deductions and all earnings.

34     

Commission_Earnings Documentation (Commission Earnings)

Employees paid Commissions and the details of Commissions

35     

Union GAP Program

1.Most recent entry of an employee that is  less than equal
to the As Of Date from prompt
2.Assignment Status, Bargaining Units, Paygroup are used as parameters to
pull the employees who are under the Union GAP Program

36     

TAX003CN – Tax Submission Summary – Canada

The delivered PeopleSoft report that summarizes tax
submission data, sorted by payroll account number.

37     

COP Summary Level of Activity

HR demographic data and overtime paid for a given pay
date by the FLSA week it was paid in.

38     

PAY PERIOD VALIDATION REPORT

This is a CONSOLIDATED report that has taken the
following Legacy Peoplesoft Reports and consolidated them into the new Pay
Period Validation report;
a) Severance Payments
b) Severance Overpay Regular
c) Severance Overpay Military
d) Retention Payment
e) Retention Payment – Wrong dates
f)  Severance Executive
g) Severance Garnishment

39     

Consolidated Payroll Definition

Pay Cycle Transfers and Pay Group Changes Report in
PeopleSoft. Oracle Fusion ePeople does not have the concept of Pay Group or
Pay Cycle. Instead these have been replaced by the Payroll Changes Report.

40     

ADP Wage Payment Check and Advice Validation Report

Reconcile the paychecks and payslips sent to ADP against
the ADP reports sent back when files are loaded at their site.
It can also be used as a preliminary check to see if totals compare back to
prior.
It can also produce totals from the xml files produced in the Generate
Payslip so that it can be compared to the what really was produced in Fusion

41     

Terminated during pay  period

Identify  employees who are being terminated during the
pay period

42     

Union Dues Report

Determine union deduction for Local 15 and other
Bargaining units.
This report consists of 4 distinct extracts that cover multiple options when
the report request is submitted.  In addition, by combining the queries we
have designed the header information to be common among all of the reports so
the only option that would be changing would be the select criteria when the
report is executed.

43     

Redistribution Details Report

Employees who have overtime paid to them. The report will
display the input values of the overtime elements to identify any
redistribution that might have occurred.

44     

PBL Validation Report

Payroll Batch Loader ID to assist in identifying the
specific PBL Load. The report also include an indicator to identify if the
PBL did an ‘Create’, ‘Update’, or ‘Delete’.

45     

Company Mismatch Job Checks

Paychecks which were paid out of a different Company than
what the employee’s Job Assignment indicates as of the Pay End Date.  This
could be the result of Retroactive Job Data Changes.

46     

Executive Job Profile Change Report

Bring job data changes for executives in the date range
that this report is run

47     

Regular Base Pay Report

Earnings Elements that represent Regular Scheduled Hours
and returns any employees with over 125% of their Total Standard Hours for
the Pay Period.

48     

Executive Payroll Review – Earnings Code Specific

Net Pay under $1000, by an executive employee by US
Legislative data group, by earning element names and pay date.

49     

Max Net Pay Report

The Max Net Pay report pulls any Employees identified on
their Person Record in ePeople as ‘Executives’ Payrolls with a Net Pay amount
GREATER than $10,000.00. It also pulls any Employees that are NOT identified
with the ‘Executive’ flag on their Person Record with a Net Pay amount
GREATER than $5,000.00 (biweekly) . Also weekly employee max is greater than
2500

Once this report is generated the   Payroll team performs a few different
reviews to identify any abnormalities or items that could be incorrectly
reported prior to the Payroll Confirm

50     

Payroll Summary

Helps in performing the Financial audit of comparing
payroll reasonability checks for current vs prior payrolls. It compares the
current payroll with the previous and produces the variance between the 2
payrolls based on Earnings.

51     

Timesheet – Non entry report

Employees who may be new hires, did not enter their time
into their timesheets or may be terminations that have not been removed

52     

Executive Base Pay Review

Executive Employees 401k Savings Plan Eligible Wages for
the current pay period and the prior pay period. IF an employee has AMOUNTS
THAT DO NOT match from the prior pay period to the current pay period for the
following Savings Plan Eligible Wage Balances then this report will return
the employee and the earnings balances.

53     

Deductions in Arrears

Similar to the Oracle’s deduction report but it has
filters to return rows for
1. Only returns Deductions that are of type: Involuntary Deduction, Pretax
Deduction, or Voluntary Deduction
2. The values for Deduction Not Taken, Current Arrears, or Total Arrears are
not equal to Zero.

54     

Payroll Summary – Deductions report

Financial audit of comparing payroll reasonability checks
for current vs prior payrolls. It compares the current payroll with the
previous and produces the variance between the 2 payrolls based on Deductions

55     

Employee Termination Report

Determining Employee Termination and the capturing of
repayments of bonuses, etc to be repaid to the company

56     

Low Earnings Report

Employees meet the criteria of having Opt-Out Credit
element entries on their data record and Total Gross is less than $100 and
also Net Pay is greater than $0

57     

Direct Deposit Audit Report

Employee Payment details for the bank Information is
correct and report any changes. The report may be executed for a single
employee, which will return the employee’s Payment details records for that
pay period ran.

58     

PAYCHECK (paycheck detail)

Paycheck details of employee number, employee name, pay
period start and pay period end to display the check date, earning code,
description and sum of other earnings, and sum of other earnings hours

59     

Deductions Not Taken

Payroll deductions NOT TAKEN in the current pay period.
The report will be run for each Payroll Definition. The report will be broken
out by Legal Employer, Employee, Deduction Name and Code, and the amount
omitted for each employee. There will be a grand total for each payroll
definition for all Legal Employer’s

60     

Checks and Advices Total

Audit and reconciliation

61     

Other Earnings Detail by Earning Code

An audit report -pulls EE’s who may have two types of
earning – salary and reg hourly – if they are autopaid they should not have
regular hour added – Fusion allows the file to load if they are sent in with
a file System cannot determine that the person has – Impact is with Industry
and their users transfer back and forth

62     

Payroll Calc Pre-Paid Third Party Audit Report

PAYROLL CALC OR QP NOT PREPAID, PREPAID NOT ARCHIVED,
ARCHIVED NOT IN THE THIRD PARTY PERIODIC FILE

63     

Employees without payroll

Employees missing pay, escalations. Employees in payrolls
that are not assigned a legal entity or without payroll assigned.

64     

Exempt W4 FED Tax Report

Identify the employees claiming exempt from fed tax- compliance

65     

Payroll Exception Report

Worked hours have been documented for a person. The PY
run calculates the wages from the worked hours and sets a
“processed” flag. This report shows reported hours for which no
wages have been computed during a PY run. Same applied to salaries w/o hours.

66     

Location Change Report

Identify workers that change their work location to
support the analysis of travel allowance and gross-up reporting.

67     

Pay Run Audit Report

Identify all changed element entries with the exception
of entries created by system users.

68     

Paycheck History Report

List multiple rows for a single person when more than one
earnings element entry exists for that person over a specified pay period.

69     

Employees Paid Per Month Report

Count of employees paid by month.

70     

Gross Wages Paycheck Report

Gross wages and Check details by employee for a specified
pay period.

71     

Unemployment Claim Report

All earnings for employees upon terminating from a
company for UI audit purposes.

72     

Check For 945 Report

Employees who receive the Cash Returned 945 (CSH_RTND)
earnings element.

73     

Direct Deposit Paper Search Report

Count of workers receiving pay via paper checks, direct
deposit/ACH, and/or a combination of the two payment methods.

74     

Search for Active Current Intern

Active interns on payroll with their details.

75     

Earnings Balance Multiple ID Report

Earnings balance detail by year for multiple workers.

76     

New Hires by Payroll Definition

New Hires and Rehires for each Payroll Definition.

77     

Severance End Payperiod

Severance Payments that are ending in the Current Pay
Period or the Next or recipients who have satisfied their Goal Amount and
still are Active for Payroll Processing.

78     

Tax001 – Pay period details

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

79     

Terminated Employees Details

Personal information of all terminated/retired employees.

80     

Employee Job Details

Job related information of an employee

81     

Earning Details and Check date

Earnings details and paycheck date and Employee
information based on the paycheck date range that is provided in the
parameter.

82     

Tax Audit by Payperiod

Tax details for given Pay Period Dates

83     

Pretax Balance

Gross tax by state and locality.

84     

RUNID Rejects

Reject files of employees based on state and locality

85     

DCP OffCycle Benefit Report

List of Employees and their information who are enrolled
in DCP Plan

86     

Pay Check Details

Paycheck details. This report is run by paycheck number
as the parameter.

87     

Address Changes

Employees address change for a specific date range.

88     

Exempt Employees

Exempt employee details for a specific state.

89     

Puerto Rico YOUTH State Tax Data

Employees special tax and marital tax status for a specific
date range.

90     

Puerto Rico YOUTH TAX Balance Report

Puerto Rico Youth who have no Puerto Rico state balance.

91     

HR Information by Occupational Classification Code

Employees list who have hourly rate less than 100 for the
specified tax location codes

92     

Pretax Workers Compensation – Washington State

Workers’ Compensation Washington State, by Quarterly Date
Range Used Quarterly.

93     

Labor Statistics by State

Active employees information and their tax location code
details

94     

Employees State Resident Status

Employees state resident status for a specific state.

95     

Federal Tax Data Exempt Employee

Exempt employees federal tax data for a specific state.

96     

State Disability Insurance Status

Employees details and their state disability insurance
status for particular states.

97     

State Exempt Tax Data

Tax details of exempt employees for all the states.

98     

Compensation by Daterange District

Employees earnings for a specific pay period and earnings
code.

99     

Check Counts

Check details for a specific Pay Period which is used to
take count of Paychecks.

100 

SUTA Exempt

List of SUTA Exempt employees.

101 

Active NY Local Tax Data

Verify marital status exists for an employee.

102 

Federal Earnings YTD

Employee with their earnings for a specific date range.

103 

BERKS County Quarterly Tax Report

Employees with their YTD, QTD for for BERKS Quarterly
Reporting

104 

Lancaster County Tax Report

Tax details For LCTCB Quarterly Reporting

105 

Wages

Wages for Employees by Company and State

106 

Employee SSN Details by State

Employees with their Balance ID, Period, Year and
National Id for a specific state.

107 

Termination List

Employees such as department, jobcode, action who were
retired or terminated.

108 

Employee Count by State

Employee count by state

109 

Earning Element Details

Earning element details such as amount and hours based on
the entered pay period end date

110 

Garnishment Limit met

Employees whose Garnishment Amount has met the
Garnishment Limit

111 

Gross Equal Zero

Employees who have zero gross pay

112 

Reversed Paycheck

Employees list for whom Paychecks have been reversed
between a Paycheck Date Range

113 

User Defined Table

Column and data that is stored in the user-defined
tables.

 

Benefits Reports

S.No

Report Name

Description

1
 

401K Match Over limit (Above 6%) Report

401K_MATCH_GREATER_THAN_6.
Sum the % amounts withheld for 401k ER Matched elements, report the EE if
> 6%. Sum the amount for elements listed, if amt> 6 then report the EE

2
 

401K Over limit (Above 18%) Report

401K_GREATER_THAN_18_HCE . Sum the % amounts withheld for
all 401k elements, report the EE if > 18% and HCE (Highly Comp). Sum the
amount for elements listed, if amt> 18 then report the EE

3
 

401K Over limit (Above 25%) Report

401K_GREATER_THAN_25. Sum the % amounts withheld for all
401k elements, report the EE if > 25%. Sum the amount for elements listed,
if amt> 25 then report the EE

4
 

Employees Not Eligible for Deferred Comp

Identifies EE’s set as Not Eligible for Deferred Comp but
has an active element. Effective End Date <> 12/31/4712
Benefit TBG Nonqualified Plan Code = N

5
 

401K Deduction Overlimit Report

Gather YTD Amounts (including amounts from prior
companies for GBL XFRs) for anyone with limit over the US 401k deduction
limit.

6
 

Over Contribution Report

Identifies if anyone has over-contributed and needs to be
refunded before W2s are issued OR to identify if an EE has a negative amount.
Gather YTD Amounts (including amounts from prior companies for GBL XFRs) for
anyone with limit over the catch-up deduction.

7
 

Over Contribution for Puerto Rico

All employees have a contribution limit set by the IRS,
for Puerto Rico for each year. This report is to identify if anyone has
over-contributed and needs to be refunded before W2s are issued OR to
identify if an EE has a negative amount. Gather YTD Amounts (including
amounts from prior companies for GBL XFRs) for anyone with limit over the
Puerto Rico 401k deduction limit.

8
 

401k deduction Overlimit Report – 2

All employees have a contribution limit set by the IRS,
(this is the 401k and catch-up consolidated to one element). This report is
to identify if anyone has over-contributed and needs to be refunded before
W2s are issued OR to identify if an EE has a negative amount. Gather YTD
Amounts (including amounts from prior companies for GBL XFRs) for anyone with
limit over the 401k deduction limit by the investment company.

9
 

Annual Contribution Overlimit Report

All employees have a contribution limit set by the IRS.
This report is to identify if anyone has over-contributed and needs to be refunded
before W2s are issued OR to identify if an EE has a negative amount. Gather
YTD Amounts (including amounts from prior companies for GBL XFRs) for anyone
that has an amount over the annual limit for HC.

10     

Annual Defined Contribution Overlimit Report

All employees have a contribution limit set by the IRS.
This report is to identify if anyone has over-contributed and needs to be
refunded before W2s are issued OR to identify if an EE has a negative amount.
Gather YTD Amounts (including amounts from prior companies for GBL XFRs) for
anyone that has an amount over the annual limit for DC.

11     

PR 401k withheld Report

Identify US EE’s that have PR 401k elements withheld

12     

401k/Catch-up withheld Report

Identify PR EE’s that have US 401k elements withheld (Both
401k and Catch-up Elements)

13     

Employees Rollover Report

Identify EE’s and roll their election over to new
Investment company.

14     

Assignment Elements validation Report

Identify EE’s that have elements set up on one assignment
and not the other. This is to identify when EE’s transfer to a new company
their deductions are not missed on the first paycheck

15     

Benefits 401k Exceed ER Match

401K_MATCH_GREATER_THAN_6 . Sum the % amounts withheld
for 401k ER Matched elements, report the EE if > 6%. Sum the amount for
elements listed, if amt> 6 then report the EE

16     

Benefits 401k Exceed Plan Limit

401K_GREATER_THAN_25. Sum the % amounts withheld for all
401k elements, report the EE if > 25%. Sum the amount for elements listed,
if amt> 25 then report the EE

17     

Benefits Vendor Load Verification

Identify data loaded by a specific file to Elements

18     

Benefits 401k and Roth Catch-up Exceed Limit Contribution

This report is to identify if anyone has over contributed
and needs refunded before W2s are issued OR to identify if an EE has a
negative amount. Gather YTD Amounts (including amounts from prior companies
for GBL XFRs) for anyone with limit over the catch-up deduction limit.

19     

Benefits 401k Exceed Puerto Rico Plan Contribution Limit

All employees have a contribution limit set by the IRS,
for Puerto Rico for 2016 the limit is $15,000. This report is to identify if
anyone has over contributed and needs refunded before W2s are issued OR to
identify if an EE has a negative amount. Gather YTD Amounts (including
amounts from prior companies for GBL XFRs) for anyone with limit over the
Puerto Rico 401k deduction limit.

20     

Benefits 401k Exceed Plan and Catch-up Contribution Limit

All employees have a contribution limit set by the IRS.
This report is to identify if anyone has over contributed and needs refunded
before W2s are issued OR to identify if an EE has a negative amount. Gather
YTD Amounts (including amounts from prior companies for GBL XFRs) for anyone
with limit over the 401k deduction limit.

21     

Benefits HealthCare FSA Exceed Plan Limit Benefit Report

All employees have a contribution limit set by the IRS.
This report is to identify if anyone has over contributed and needs refunded
before W2s are issued OR to identify if an EE has a negative amount. Gather
YTD Amounts (including amounts from prior companies for GBL XFRs) for anyone
that has an amount over the annual limit for HC.

22     

Benefits Dependent Care Spending Account Exceed Plan
Limit Report

All employees have a contribution limit set by the IRS.
This report is to identify if anyone has over contributed and needs refunded
before W2s are issued OR to identify if an EE has a negative amount. Gather
YTD Amounts (including amounts from prior companies for GBL XFRs) for anyone
that has an amount over the annual limit for DC.

23     

Benefits 401k amts PR elements withheld for US EE Benefit
Report

Identify US EE’s that have PR 401k elements withheld

24     

Benefits 401k EEs reaching 50 in current year with higher
catchup annual limit

Need to identify EE’s and roll their election over to the
element if they’re over 49 as of 1/1/2017.

25     

Benefits 499R issued no amount in box 5 Benefit Report

Employers are required to report the amount for the total
cost of health coverage on the employee year end statement. This report is to
identify employees that have a year end statement produced but no amount is
reporting. Scope is Puerto Rico.

26     

Benefits W2 issued no amount in box 12DD Benefit Report

Employers are required to report the amount for the total
cost of health coverage on the employee year end statement. This report is to
identify employees that have a year end statement produced but no amount is
reporting (box 12DD is empty).

27     

Profit Sharing Report

Annual Retail / Wholesale Fixed 3% Employer Match profit
sharing component of the Employee Savings Plan for Gentrade Wholesale /
Retail management employees.

28     

401K Non-Discrimination Report

Employee demographic and the compensation information
that is required for reconciliation of 401(K) Non-Discrimination data. The
report is run annually and covers employee population enrolled on benefit
plans that are mapped to Plan Identification Numbers.

29     

Commission Employee Annual Benefits Base Rate Program
Report

Commission employee’s Annual Benefits Base Rate (ABBR)
for the next year’s open enrolment

30     

Terminations and Retirees History

Historical review of Terminations and Retirees

31     

DBX Validate Profit Sharing

Department, work assignment, code block, and extra
information on person tab – person legislative for DBX.

32     

Employee Severance Checklist

Severance Checklist detail with Core HR and Benefit Plan
Data.

33     

OOB Hours Worked

Employees with plan OOB who have Earnings code TSV_401K
element and have worked over 100 hours.

34     

EBSP Eligibility report

Employees eligible for EBSP benefit.

35     

Tuition Element Report

YTD,MTD and QTD balances for specific earning code.

36     

ESPP Audit

Employee information which is used for ESPP Audit.

37     

ESPP Benefit plan audit report

Employee and benefit plan information for the specific
list of Associates which is used for ESPP Audit.

38     

Terminated Employees with FIT deductions

Terminated employees who have FIT deductions.

39     

401K Deduction – Employees

Employees with specific Deduction codes.

40     

Active Associates details

Personal information of all Active Associates.

41     

Deduction Balance

Deduction Balances of specific employees for the
specified year.

42     

401K Deduction – Date range

401K deductions for employee within the specified date
range.

43     

401K Negative deductions

Employees who have negative 401K deductions.

44     

401K row

Employees who have 401K row.

45     

ESPP deductions for Fidelity

Employees with ESPP deductions on the specified date
range for Fidelity.

46     

ESPP Deductions by Check date

Benefit plans and Deductions of employees on the
specified Dates.

47     

ESPP Enrolled

Associates who have enrolled in Benefit Plan  as of
current date.

48     

HSA Contributions

Total Contributions of employees with the specified date
range.

49     

401K Deductions – Puerto Rico

Puerto Rico employees who have 401K deductions.

50     

401K Associates – Puerto Rico

Personal data of Puerto Rico Associates.

51     

ESPP Details – Terminated & Retired Employees

Benefit plan details for Terminated and Retired Employees
which is used for ESPP Refunds.

52     

401K Annual Audit – W2

Box 01 information(such as total taxable wages, tips,
prizes and other compensation)of the W-2 form of a particular calendar year
that will be entered in the Parameter.

53     

Survey Stats

Employees, their standard hours, annual rate, state,
location for a specific period.

54     

Spouse Health Plan

Details for health benefit plans of spouse.

55     

Leave of Absence

Employees and their details who are currently on leave.

56     

Employee Tax Deduction &OverTime report

Employees with their Employee Tax Deduction and OverTime
amount for a specific Balance Id.

57     

Active Regular Employees

Active Regular employees and their manager details.

58     

Termination List – Date Range

Terminated and retired employees within a specific date
range.

59     

Tax Prep Ineligible

Employees not eligible for tax by filtering out the job
codes

60     

Eligibile for BPA

Regular active employees who have a standard working hour
greater than 19.

61     

Job Change Regular

Regular employees who have had a job change such as
rehire/transfer/retire between the action date range provided as parameter

62     

Seasonal Active

Active temporary employees and their name and address
details

63     

Active Executives

Active executives in the specified Grade codes and also
fetches their assignment and personal details

 

 

Tax Reports

S.No

Report Name

Description

1
 

Tax Error Report

Required for Quarterly reconciliation (It is ran multiple
times before final Qtr File sent to validate all errors corrected)Provides
feedback on Federal errors identified at the EE level:  Example- improper
SS#,  EE State taxable balance variances from Federal,  EE over the SS Cap,
etc.

2
 

Organization Tax Summary – Federal

This is a prebuilt Peoplesoft Report

It produces a report by the 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. It provides the Element Entry details for
Federal, and it runs for a Single Company also

3
 

Employee Tax Detail Report

Validate whether Tax Adjustments are correctly done/used
to determine what adjustments are required, also used to validate taxes
correctly calculated, what items received such as tax, gross-up, etc.

4
 

Organization Tax Summary – State

This is a PeopleSoft Report which is pre-built in
PeopleSoft HCM. State Level Element Entry details for all companies. It
produces 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.

5
 

Multiple Worksite Report – 1

HeadCount- break out by Gender for DOL Monthly Reporting
(Similar to Oracle’s Seeded report – Multiple Worksite Report) but based on
Gender the Headcount will be split and displayed as Male and Female

6
 

Multiple Worksite Report – 2

CSV file as output  (Similar to Oracle’s Seeded report –
Multiple Worksite Report)

7
 

Multiple Worksite Report – 3

Headcount of employees in worksite with totals and
subtotals (Similar to Oracle’s Seeded report – Multiple Worksite Report)

8
 

Multiple Worksite Report – 4

HeadCount of Employees – break out by Company by Location
for DOL Qtrly Reporting (Similar to Oracle’s Seeded report – Multiple
Worksite Report)

9
 

Negative Balance Report

Pull all negative tax balances for the Quarter at the employee
level.

10     

TAX Adjustments

Used for Qtrly Reconciliation, it shows all tax
adjustments processed in/for the Qtr as it relates to the QTR File used to
validate variances were correct.

11     

Tax Incentive by State

Pull any State’s incentive information

12     

Earnings Gross to Net

Monitor and control equity transactions while the payroll
is open for accuracy from Gross to Net, to reconcile after the payroll
archives and to report total employee taxes on the element after archive.

13     

Deductions Taken

Monitor equity deductions taken while the payroll is open
for accuracy, to reconcile after the payroll archives, and to report the
deduction has happened so shares may be purchased with the funds.

14     

Element Set-Up

Validate equity elements set up in Manage Element Entry,
to validate annual deductions are set up, to validate annual deductions are
shut down.

15     

HR Data

Analyze and evaluate employee data quality of critical
fields impacting equity calculations before each vesting, to analyze termed
employees data set up before processing to ensure no kick-outs in the GL, to
gain terminated and transferred employee data to end or move deductions.

16     

Tax Card Report – Earning Distributions

Fetch the data available in the Tax Card section in HCM
Environment

17     

Terms and Disability with Pay

List the pay of terminated employees and employees with
disability

18     

Deductions by check

List the deductions details and the report is run for
check date range

19     

Earnings by check

List the earnings details and the report is run for check
date range

20     

Severance and Retention Bonus

Filter the Severance and Retention Bonus earnings

21     

All Earnings Report

Fetch all other earnings and the report has to be run for
each Payroll(as a Parameter)

22     

Worksite Report

Employees Worksite information and No Limit Gross and
Taxable Gross amounts for a Quarter

23     

Officer Wages

OFFICER WAGES

24     

NLG Report

Similar to seeded report – Statutory Deduction Register,
to fetch the NL Gross for each Quarter

25     

Worker Wages Report

Workers Compensation Wages details pulled for a
particular list of states: WA, WV, NM, ND, OH, PR

26     

Tax Cards Setup – County, City, School District

Tax Card Set-up Information for County, City, School

27     

Tax Cards Setup – Federal

Tax Card Set-Up Information for Federal

28     

Tax Cards Setup – State

Tax Card Set-Up Information for State

29     

Other Earnings Details by Employees

List parameter for Earnings, so that the employees who
had this particular earning can be filtered out

30     

Regular Earnings

Fetch regular earnings and regular hourly earnings of
Employees

31     

NLG Quater End

Similar to seeded report – Statutory Deduction Register

32     

Tax Card Report – Earning Distributions

Fetch the data available in the Tax Card section in HCM
Environment

33     

Annual Salary by Paygroup

ANNUAL SALARY PROMPT FOR CO

34     

Earnings by Code

EARNINGS BY EARN CODE BY EMPLOYEE

35     

Local Wages Taxes – Employee

EE SEARCH BY LOCAL CODE

36     

Medicare YTD Wages

MEDICARE YTD WAGES

37     

Taxes Withheld by Paygroup

TAXES – EMPLOYEE & EMPLOYER

38     

Worksite Report

Employees Worksite information and No Limit Gross and
Taxable Gross amounts for a Quarter

39     

Office Wages

OFFICER WAGES

40     

State Wages

CORP GA QUERY

41     

U Tax QTD Gross Audit

U TAX CLASS WITH NLGRS

42     

UI WH Accounts

SUT and SWT rates of Employee/Employer

43     

Worksite Report – Indiana

INDIANA CERT

44     

Headcount by State

COUNT BY ST BUREAU OF LBR STATS

45     

Hires by State

HIRES FOR BUREAU OF LBR STATS

46     

Terminated by State

TERMINATED EMPLOYEES FOR BUREAU OF LBR STATS

47     

Active Employees

LIST OF ACTIVE EMPLOYEES

48     

Active Employees by State

ACTIVE LOCALS

 

Audit Reports

S.No

Report Name

Description

1
 

FLSA status and Grade Ladder movement report

Audit report to validate FLSA status movement and
Executive Grade Ladder movement in employee assignment.

This report pulls employee top of the stack record.

1) Employees FLSA status movement from Exempt to NonExempt and vice versa
2) Employees Grade Ladder movement to Executive and vice versa.

2
 

HR Error / Mismatch report

Error report for HR Operation to audit incorrect /
mismatch data entered in system.

3
 

Management Employee report

Audit report to validate Management employee’s details in
Oracle Fusion.

4
 

Union Employee report

Audit report to validate Union employee’s details in
Oracle Fusion.

5
 

Invalid Paygroup employee report

Employees whose Employee type is invalid for the queried
PAYGROUP.

6
 

PT/FT – FT/PT switch report

Validate an employee assignment details when employee
switched from Full-time to Part-time or Part-time to Full-time.

7
 

Temporary Employee report

Validate temporary employee’s should be assigned to the C
employee category – due to different union dues/init fees.

8
 

HRS178 – 8 week termination policy

Calculate all records, compliance of 8-week termination
policy

9
 

Hourly Compensation Frequency

Hourly employees who do not have Hourly Compensation
Frequency.

10     

Terminated Seasonal Employee with Active Job tasks

Terminated Seasonal Employees who have Active job tasks.

11     

Salaried Jobs

Salaried employees with 2 active Jobs.

12     

Regular Headcount

Regular Employees details.

13     

Prior season associates

Associates who worked in the prior season.

14     

Legal Request EEOC

Personal information of employees in a particular
department which is used for EEOC.

15     

Performed Job

User who performed job audit.

16     

Hourly Rate – Regular Employees

Job and hourly rate information of Regular employees in
specifed job codes.

17     

No Active Job Task

Temporary employees with no active job task.

18     

Employee list for Assigned Job codes and Paygroups

Assignment information of active employees for specified
Job codes and Paygroups.

19     

Assignment Details – Reg/Temp employees

Assignment details of all Active Regular/Temporary
employees.

20     

Compensation and Job Details – Seasonal Employees

Compensation and job details of seasonal employees.

21     

TAX Paycheck – Employee

Total tax, deduction and gross information of the
employees between a particular check date range that we enter as the
parameter.

22     

Employee Job details – Job code

Job details of employees for specified job code.

23     

Paycheck Earning Details

Earnings element, hours and earnings amount of an
employee along with the Employee details such as Name, Legal Entity and Job .
It is also run for a Pay Check Date Range inroder to view the earnings
accumulated by the employees during that date range.

24     

Hierarchy Report

List of employees, their assignment, department and
salary details for a particular supervisor. The report is run by Supervisor
name/number as Parameter.

25     

Leaves – Regular Associates

Leaves of Regular Associates in the given month.

26     

Terminated Associates

Terminated Regular Associates in the given month.

 

 

Compensation Reports

S.No

Report Name

Description

1
 

Longterm Incentive Plan statistics report

List employees with Long Term Incentive Plan Flag, and is
maintained on the Manage Person, Extra Information Page.

2
 

Monthly Activity Report – Extract

Job activity records for the prior month and attaches to
them the prior job record so all changes can be seen (for the listed /
captured data fields).

3
 

Monthly Activity Report – BIP

Job activity records for the prior month and attaches to
them the prior job record so all changes can be seen (for the listed /
captured data fields).

4
 

Monthly Job Change Report – Extract

Work Relationship activity records for the prior month
and attaches to them the prior Work Relationship record so all changes can be
seen (for the listed / captured data fields) and to get the population of
employee assignment start date records. Select all asg records within the
28-31 days prior (prior calendar month)  tosysdate.

5
 

Monthly Job Change Report – BIP

Work Relationship activity records for the prior month
and attaches to them the prior Work Relationship record so all changes can be
seen (for the listed / captured data fields) and to get the population of
employee assignment start date records. Select all asg records within the
28-31 days prior (prior calendar month)  tosysdate.

6
 

Prior Compensation Comparison Report

Compares employees Past and Current compensations

7
 

Job Codes Report by Job Status

Job Code, Family, Salary Details and Status with Mid
value condition greater than two

8
 

Worker Eligibility

Employees who are eligible for next grade step
progression. If the person satisfies the duration criteria for the next grade
step, then the person will be eligible for the next grade.

9
 

Work Terms

Employees next grade that includes work terms,
assignments, Assignment extra information and next grade steps.

10     

Assignment

Fetch the data for loading Assignments.

11     

Assignment Grade Step

Fetch the data for loading next grade step load in ladder
.

12     

Assignment Extra Details

Fetch the data for loading Assignment Extra Information

13     

Salary Grade Step Progression

Fetch data to load salary as result of grade step
progression

14     

Severance YTD Report

Reconcile Severance accounts and to book Severance JE.

15     

ESPP Quarterly Report

Display ESPP data for a quater at employee level

16     

Jobcodes

Job codes and respective job details.

 

 

Security Reports

S.No

Report Name

Description

1
 

All Terminations

Identifies terminations, retirements, suspensions, and
employees who have gone on leave of absence.  This report displays daily
activity based on the Effective Date or Last Updated Date from the employee’s
job data

2
 

All Newhires

Identifies new hires, rehires, and employees who have
returned from leave.  This report displays daily activity based on the
Effective Date or Last Updated Date from the employee’s job data.

3
 

All Transfers

Identifies changes in employment, such as Department,
Location, Position, or Company fields.  This report displays daily activity
based on the Effective Date or Last Updated Date from the employee’s job
data.

4
 

Designated Requiring PRA

Identifies all active contractors and employees who have
a specific type of Role assignment with an end date greater than the current
system date or is null

5
 

Designated Role and Dates

Identifies all active contractors and employees who have
a specific type of Role assignment with an end date greater than the current
system date or is null

 

 

HR Reports

S.No

Report Name

Description

1
 

Employee Bank Details

Employee’s bank account details.

2
 

Active Seasonal Associates

Active employees with their department, employee status
and jobcode.

3
 

Audit Manual Hire

Employees whose HIRE/REHIRE Actions are updated by
specific Users

4
 

Department details – Monthly

Employees and managers of particular departments.

5
 

Headcount by Company

Count of employees per company.

6
 

WHQ Jobs

Audit for associates with Multiple hourly WHQ Positions

7
 

Manager Details

Current manager details from a table.

8
 

Regular Associates Rehired Recently

Regular associates that have had a break in service to
correct the associate’s service date.

9
 

Salary Minimum Audit

Employee information with a particular Compensation
frequency and Compensation rate.

10     

Establishment Mismatch Audit

Employee details who have establishment ID.

11     

Hourly in Salary Paygroup

Hourly assocaites listed in salaried paygroup.

12     

Inactive Department

Associates in inactive dept ids

13     

Salaried in Hourly Paygroup

Salaried associates listed in hourly paygroup

14     

Regular Associates Jobcode

Employee details who were active and regular for a
specific jobcode.

15     

Active Associates by Jobcode

Active employees for a specific job code.

16     

Salaried Seasonals with Active Job code

Salaried seasonal associates who are associated with
active job codes

17     

Cell Phone Project

Employees who were having a specific phone type.

18     

Employees with Job Codes

Employees with their job codes, Hire date for a specific
email type and Job code

19     

No W2 Consent

Employees with no W2 Consent

20     

FRF for Account

Employees with earncode FRF in the check date range
passed

21     

Regular Employee Activity

Active employees and also provides the current and
previous department, job and pay rate details. The report is for an action
date range

22     

Terminated Employee Activity

Regular/Temporary employees,their assignment and pay rate
information, who are terminated and have action date in the date range that
we provide in the parameter

23     

Regular Employee Details

Employee assignment, job, manager and supervisor
information along with employee’s email and address details, It runs based on
an effective date or current date

24     

Future Date Report

Employees who are going to hired in future, their
assignment and Pay Rate information. This report runs based on current date
and fetches the employee details if assignment start date or hire date is
greater than the current date