Category: Pre-built Reports

Pre-built – HCM Report to Track Payroll and TRUs

The Prebuilt Multi-Org Transfer Report has excellent functionalities to tracks all changes that occurred in an employee that has transferred between TRUs (Tax Reporting Unit) and/or Payrolls. This Prebuilt report can be run for an effective date or organization name or employee number which could be scheduled and delivered to an FTP Server/Email as per the user’s requirement. Enhancements such as adding new parameters or conditions to this report are simple. The output type, by default, is Excel which is also customizable to any other format. DataTerrain’s Prebuilt reports usually are built in the below 3 reporting formats: 1. HCM Extract 2. BI Publisher Data model reports 3. OTBI Some users prefer to run the report from CheckList which would require the report to be built as Extract and some run directly from BI Publisher Catalog for which reports should be BIP/OTBI. We have developed this report in both an HCM Extract report and BI Publisher Data model report which users can make use of as per their needs. The Pre-built Multi Org Transfer Report captures the following major functionalities and it is customizable: The existing seeded Payroll Activity Report or Employee Active Balance Report do not list out employees […]

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PreBuilt HCM Report to View Tax Errors

Report Description: DataTerrain’s Prebuilt report is designed to capture Tax related error conditions such as • Invalid SSN • Negative Gross amounts • The conditions that were available in the Oracle HRMS report “Unacceptable Tax Balance report” to list out the employees with issues in their balances. This report can be run for the below parameters • Effective Date • Person • Organization This Prebuilt report is available as an HCM Extract and hence it can be run from the Checklist. Effective Date is a mandatory parameter. Output: The output data will have Employee number, Employee Name, SSN and the reason for the errorThe output format of this report is Excel and it can also be rendered as PDF/CSV. Schedule : HR/Payroll Team can also schedule the report to get it delivered weekly/bi-weekly and use it for a regular audit. DataTerrain with years of experience and reliable experts is ready to assist. We have served more than 200 plus customers in the US and an additional 60 plus customers worldwide. We are flexible in working hours and do not need any long term binding contracts.

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Expedite Peoplesoft Reports to Oracle HCM Migration Using Pre-Built Reports

Most of the big enterprises have started migrating their Peoplesoft system to Oracle Fusion HCM. After the migration process, one of the important challenges faced by the Users is that they would be not able to have the reports in Oracle Fusion HCM that they were previously using in Peoplesoft Environment. Oracle provides a bundle of pre-built reports which users can make use for viewing the required Payroll/HR/Compensation data from Fusion. In certain scenarios, users would like to have their existing PeopleSoft report replicated in Oracle Fusion HCM for requirements such as tax filing or other internal audit purposes. DataTerrainhas created a variety of pre-built Oracle HCM reports which are similar to Peoplesoft reports in report functionality and formatting features such as page breaks and totals. These reports can be quickly rolled out with minimal customization, saving significant time and cost. Some of the useful Peoplesoft reports that are already pre-built in Oracle Fusion HCM are: • PAY007 – Deduction in Arrears • PAY013(CN) – Employee Earnings Snapshot • TAX010FD – Tax Summary – Federal (can be run for a date range) • TAX010ST – Tax Summary – State (can be run for a date range) • TAX900 – Tax […]

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Balance Groups in Oracle Fusion HCM

Balances in HCM are amounts or hours that are aggregated based on Month, Quarter or Year. Balance Group and Balance Group Usages for the specific Balances can be created from the Payroll Calculation work area in the Oracle Fusion HCM environment. Oracle HCM Fusion provides us the option of using either Pre-defined balance groups or User-defined custom balance groups for our reports. Pre-defined Balance groups in HCM contain information about all the earnings and deductions but if we would like to see only the amounts or hours of a list of earnings. User-defined custom balance group can be created with the list of earnings that we require and use it in our custom extract to view only the values for those earnings. Data Terrain with years of experience and reliable experts is ready to assist. We have served more than 200 plus customers in the US and an additional 60 plus customers worldwide. We are flexible in working hours and do not need any long-term binding contracts.

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PreBuilt HCM Report to view Personal and assignment data

Report Description: DataTerrain’s Prebuilt report is designed to fetch personal and assignment related data of suspended/terminated and transferred employees in order to verify the transactions that are to be carried out appropriately such as ending or moving deductions as per the Assignment Action of each employee. . This report can be run for the below parameters • Effective Date • Start date This Prebuilt report is available as an HCM Extract and hence it can be run from the Checklist. Effective Date is a mandatory parameter. Output: The output data will have the data related to Employees and their assignment. The output format of this report is Excel and it can also be rendered as PDF/CSV. Schedule: HR/Payroll Team can also schedule the report to get it delivered weekly/bi-weekly and use it for a regular audit. DataTerrain with years of experience and reliable experts is ready to assist. We have served more than 200 plus customers in the US and an additional 60 plus customers worldwide. We are flexible in working hours and do not need any long term binding contracts. Sample output:

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Pre-built – HCM Payroll Audit Report

The HCM Prebuilt Payroll Audit Report has excellent functionalities to track/capture the employees that are being paid more than standard hours to reduce over-payments. This Prebuilt report can be run for Organization or Payroll or PersonNumber or Date Range which could be scheduled and delivered to an FTP Server/Email as per the user’s requirement. Enhancements such as adding new parameters or conditions to this report are simple. The output type, by default, is Excel which is also customizable to any other format (such as PDF/CSV). Report output contains following columns such as Person Number, Assignment Number, First Name, Legal Employer, Payroll Name, Pay Period Begin, Pay Period End, Standard Working Hours. Some users prefer to run the report from CheckList which would require the report to be built as Extract and some run directly from BI Publisher Catalog for which reports should be BIP. We have developed this report in both an HCM Extract report and BI Publisher Data model report which users can make use of as per their needs. DataTerrain with years of experience and reliable experts is ready to assist. We have served more than 200 plus customers in the US and an additional 60 plus customers […]

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Prebuilt HCM Report to view Union Dues

Report Description: DataTerrain’s Prebuilt report has 3 different Extracts with specifications as below: 1. This report lists the employees who have new union dues authorization. The output displays the deduction code, deduction amount, the employee hire date, and the effective date of their deduction. 2. The next report under Union dues fetches the employees with union type deduction and also have been promoted to Manager in the date range we have run for. Employees with Action Type as Promotion are displayed. 3. This report identifies the employees who have union initiation fees in the current pay period we run for. This Prebuilt report is available as an HCM Extract and hence it can be run from the Checklist. The report will run with the following Parameters: • Pay Period Begin Date • Pay Period End Date • Emp ID • Payroll Name The output format of this report is Excel and it can also be rendered as PDF/CSV. Schedule: HR/Payroll Team can also schedule the report to get it delivered weekly/bi-weekly and use it for a regular audit. DataTerrain with years of experience and reliable experts is ready to assist. We have served more than 200 plus customers in the […]

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Prebuilt HCM Report to audit Full Time/Part Time transition of employees

Tracking the workforce by their employment type (i.e., Full Time/Part Time) is important to have a clear record of the payroll elements processed to these employees. Appropriate Payroll elements should be processed by the Organization for each employee type. This report provides a list of employees who had a change in their employment type in the date range we run. Report Description: DataTerrain’s prebuilt report helps an Organization to identify the employees who had a recent change in Employment types such as transferring from full time to part-time or vice versa. Parameters: This report can be run for a date range or even a single effective date so that Users can view the employment type changes that occurred in a particular date range. Parameters available in the report are listed below: • Effective Start Date/End Date • Person Number • Payroll • Legal Employer This report is available as BIP report and hence it can be directly run the BI Publisher Catalog itself. Output: The output data will have details regarding the person number, latest assignment number and status, Effective start and end dates of the latest assignment, Hire/Rehire Date, Current employment type, Previous employment type, Current and previous hourly […]

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Prebuilt HCM Report to view Payroll Summary

Payroll teams in an organization would like to view a summary report that provides information on the count of employees who is processed in payroll by each Earning/Deduction element. Report Description: DataTerrain’s Prebuilt report displays the count of employees processed in each payroll cycle based on each earning/deduction/tax element. This report fetches both the current payroll and the previous payroll counts thus can be used for auditing the difference between the last 2 payrolls. This prebuilt report can be run for the below parameters • Effective Date(or Current Payroll Process Date) • Start Date(or Previous Payroll Process Date) • Organization • Employee The effective date will be the current payroll’s process date and the start date entered will be the previous payroll process date, which is mandatory to be passed. This Prebuilt report is available as an HCM Extract and hence it can be run from the Checklist. Output: The output data will have both previous payrolls element names, count of employees processed in current and previous payrolls based on individual elements, current and previous hours worked and the variance between them. The output format of this report is Excel and it can also be rendered as PDF/CSV. Schedule: Payroll […]

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Prebuilt HCM Report to audit employee’s 401K Contribution Limit

401K is a popular retirement saving plan provided by the employer which helps employees to save for their retirement years. Every year, there is a contribution limit set for the 401K plan which will be deducted from the Employee’s payment. This deduction should be done as per the defined limit and any employee who has contributed over the limit should check these before their annual tax filing, failing which will invite penalties. ReportDescription: DataTerrain’s Prebuilt report helps the Employer and the Employee to get quickly the list of employees who have contributed more than the limit set for a year. Parameters: This report can be run for a date range so that Users can view the contributions that occurred in a particular date range, generally for a financial year. Parameters available in the report are listed below: • Effective Start Date/End Date • Person Number • Legal Employer • Payroll This report is available as a HCM Extract and BIP report. Based on User’s preference, it can be run from a Checklist or BI Publisher Catalog.Prebuilt HCM Report to audit employees 401K Contribution Limit Output: The output data will have details regarding the person number, latest assignment number and status, […]

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