Oracle HCM Cloud DataTerrain Customizable 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

Benefits Reports

Tax Reports

Audit Reports

Compensation Reports

Security Reports

HRReports

Absence-Accrual Reports

Talent Management Reports

 


 

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.

114 

403b Audit Report

Report lists 403b Deduction Elements of employees within a date range

115 

Personal Payment Method Changes Since Yesterday

Returns employee’s Personal Payment Method Changes Since Yesterday

116 

Employees missing Direct Deposit Info

Returns employees who has Direct Deposit Information missing

117 

FICA Exempt

Calculation card Details of FICA Exempt Employees

118 

FICA Non-Exempt

Calculation card Details of FICA Non – Exempt Employees

119 

Absence Request Status by Manager

Show approved/pending/declined requests by manager

120 

Approved Time by Empl& Period

Details of Employee’s Total Approved Hours

121 

Approved Time by Manager & Period

Details of Manager’s Total Approved Hours

122 

Reported Time by Org & Employee

Returns Reported Time of Employee and Organization

123 

Time Cards by Employee with Subtotals

Time Card Details of Employees with Subtotals

124 

Time Cards with Comments Audit

Audit Report for Time Card Entries with Comments

125 

Payroll – Payroll Wage Rules Report

Report is used to find the existence of Wage rule for Deductions

126 

Costing Summary Report

This analytic indicates the number of worker records (payroll relationships) included in each costing process. It also highlights any costing entries posted to the Suspense or Default accounts and may require attention by the payroll.

127 

Costing Detail Report

Lists costing details based on the costing process results, such as credit and debit entries and their account code combinations.

128 

Claw back Report

Details of employees whose claw back funds are returned to the firm properly

129 

Expat Compensation Report

Report is used to view the payroll totals of each element for each Month by employee for a specific Year

130 

Personal Payment Method

Report is used to validate how the payments methods are processed for employees and historical payment processed

131 

Element Costing Report

Report is used to displays cost element details

132 

Element Entry

Element Entries associated with an employee is used to display a specific element of each employee

133 

Third Party Periodic Tax

This extract uses payroll data to report tax liabilities on an as-needed basis for a specific date range

134 

DPC

DPC Basic continues 100 percent of your base salary for weeks two to 13 of your disability. (Week one is taken as Time Bank hours.) It also provides 75 percent of your base salary for weeks 14 through 26

135 

EDB

 

136 

Multiple Payments Types

Identifies Employee’s Payment types

137 

Pre-Post Tax Insurance Deduction Summary Report

Details of paycheck including Pre and Post tax deduction

138 

Safety Stats report

Retrieve the number of employees and total hours worked for each site and deptid (division, cost center). This information will be processed by the Corporate ESH (Environmental, Safety and Health) group

139 

YTD Payslip

Displays Employee’s Payslip details for a specific date range

140 

Texins HR

 

141 

HR/supv data entry validation report/combined with Retro Payroll activity report

 

142 

Global payroll transfer report

Retrieves the Payroll details of each employee who are working for an Organization in Global level

143 

W2 Report – ESS

 

144 

Tax Location Address Change Report

 

145 

Department of Commerce Information

Report display all active employees, Employees on LOA and Balance results for specific periods such as YTD, QTD. This report fetches employees count and balance details of SUI Employer Gross Wages

146 

Labor Cost Report

Report contain Regulatory Labor cost by facility/time period and has two layouts summary and details.


 

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.

27     

RIF EIT Audit Report Changes

Report will return employee who are missing a RIF EIT entry based on their LOA or Termination Status, as well report on employees who are active, but show a RIT-EIT Status as released.


 

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