| 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 | Officer's wages for fiscal year to provide to Corp Tax for specific tax credits |
| 19 | Year-End Reconciliation Report 2 | Officer's 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 | W4History Report | DatedW4 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 | PAY013CNEmployee 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 Pay group |
| 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.Mostrecent entry of an employee that is less than equal to the As Of Date from prompt 2.Assignment Status, Bargaining Units, Pay group 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 | PAYPERIOD VALIDATION REPORT | This is a CONSOLIDATED report that has taken the following Legacy Peoples of tReports 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 e-People 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 pay checks and pay slips 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 employeeswith 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 e-People 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 maybe 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, Pre tax 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(pay check 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 foreach 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 | Check sand 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 auto paid 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 | PAYROLLCALC OR QP NOT PREPAID, PREPAID NOT ARCHIVED, ARCHIVED NOT IN THE THIRD PARTYPERIODIC FILE |
| 63 | Employees without payroll | Employees missing pay, escalations. Employees in payrolls that are not assigned a legal entity or without payroll assigned. |
| 64 | ExemptW4 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 travelallowance and gross-up reporting. |
| 67 | PayRun 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 entryexists for that person over a specified pay period. |
| 69 | Employees Paid Per Month Report | Count of employees paid by month. |
| 70 | Gross Wages Pay check 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 Pay period | 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 pay check date and Employee information based on the pay check date range that is provided in the parameter. |
| 82 | Tax Audit by Pay period | 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 Off Cycle Benefit Report | List of Employees and their information who are enrolled in DCP Plan |
| 86 | Pay Check Details | Pay check details. This report is run by pay check 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 | Employee sspecial tax and marital tax status for a specific date range. |
| 90 | PuertoRico YOUTH TAX Balance Report | PuertoRico 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 | Worker's Compensation Washington State, by Quarterly Date Range Used Quarterly. |
| 93 | Labour 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 Date range 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 Pay checks. |
| 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 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, job code, 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 Pay check | Employees list for whom Pay checks have been reversed between a Pay check Date Range |
| 113 | User Defined Table | Column and data that is stored in the user-defined tables. |
| 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 Over limit Report | Gather YTD Amounts (including amounts from priorcompanies 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 GBLXFRs) 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 Over limit 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 beforeW2s 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 Over limit Report | All employees have a contribution limit set by the IRS. This report is to identify if anyone has over-contributed and needs tobe refunded before W2s are issued OR to identify if an EE has a negativeamount. Gather YTD Amounts (including amounts from prior companies for GBLXFRs) for anyone that has an amount over the annual limit for HC. |
| 10 | Annual Defined Contribution Over limit Report | All employees have a contribution limit set by theIRS. 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 GBLXFRs) 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 pay check |
| 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 overcontributed 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 Gen trade 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 codeTSV_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 thespecified 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 &Over Time report | Employees with their Employee Tax Deduction and Over Time 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 | Eligible 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 |
| 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. Itproduces 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 | Head Count- 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 | Head Count of Employees – break out by Company by Location for DOL Qtrly Reporting (Similar toOracle’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 | Analyse and evaluate employee data quality of critical fields impacting equity calculations before each vesting, to analyse 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 Quarter 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 Pay group | 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 Pay group | 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 |
| 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 Non Exempt 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 Pay group 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/nit 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 specified job codes. |
| 17 | No Active Job Task | Temporary employees with no active job task. |
| 18 | Employee list for Assigned Job codes and Pay groups | Assignment information of active employees for specified Job codes and Pay groups. |
| 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 Pay check – 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 | Pay check 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 in order 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. |
| S.No | Report Name | Description |
|---|---|---|
| 1 | Long term 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)to sys date. |
| 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)to sys date. |
| 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 quarter at employee level |
| 16 | Jobcodes | Job codes and respective job details. |
| 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 New hires | 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 |
| 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 job code. |
| 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 Pay group | Hourly associates listed in salaried pay group. |
| 12 | Inactive Department | Associates in inactive dept ids |
| 13 | Salaried in Hourly Pay group | Salaried associates listed in hourly pay group |
| 14 | Regular Associates Job code | Employee details who were active and regular for a specific job code. |
| 15 | Active Associates by Job code | Active employees for a specific job code. |
| 16 | Salaried Seasonal 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 earn code 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 |
| 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 | W2Data By Employee | W2data 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 | TThis 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 Pay check Report | Gross wages and Check details by employee for a specified pay period. |
| 71 | Unemployment Claim Repor | 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 Pay period | 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 Pay period | 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 | Labour 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, job code, 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 Pay check | Employees list for whom Pay checks have been reversed between a Pay check Date Range |
| 113 | User Defined Table | Column and data that is stored in the user-defined tables. |
| 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 Over limit 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 Over limit 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 | Eligible 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 |
| 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 Pay group | 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 |
| 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 Pay group 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 | Pay check 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. |
| 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 | Job codes | Job codes and respective job details. |
| 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 |
| 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 Pay group | Hourly associates listed in salaried paygroup. |
| 12 | Inactive Department | Associates in inactive dept ids |
| 13 | Salaried in Hourly Pay group | Salaried associates listed in hourly paygroup |
| 14 | Regular Associates Job code | Employee details who were active and regular for a specific jobcode. |
| 15 | Active Associates by Job code | 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 |
| S.No | Report Name | Description |
|---|---|---|
| 1 | Goal Alignment Report | It is similar to the 3-Goal Completion Status Report below |
| 2 | Goal Approval Status Report | Displays approval status of goals at detail level, Organization level summary by department goal approval status summary. |
| 3 | Goal Completion Status Report | Displays a detail table of performance goals and its completion percentage, also displays pivot and chart representation of Performance Goals. |
| 4 | Performance Management Ratings | Performance rating for all employees is displayed as a table and graph and pivot views summarize the number of persons in each rating. |
| 5 | Talent Review Meeting | Displays the Manager assessed potential and rating based on the Talent Review Meeting. |
| 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 | Officer's wages for fiscal year to provide to Corp Tax for specific tax credits |
| 19 | Year-End Reconciliation Report 2 | Officer's wages for fiscal year to provide to Corp Tax for specific tax credits |
| 20 | MTDAND 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 | W4History Report | DatedW4 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 | PAY013CNEmployee 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 Pay group |
| 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.Mostrecent entry of an employee that is less than equal to the As Of Date from prompt 2.Assignment Status, Bargaining Units, Pay group 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 | PAYPERIOD VALIDATION REPORT | This is a CONSOLIDATED report that has taken the following Legacy Peoples of tReports 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 e-People 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 pay checks and pay slips 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 employeeswith 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 e-People 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 maybe 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, Pre tax 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(pay check 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 foreach 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 | Check sand 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 auto paid 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 | PAYROLLCALC OR QP NOT PREPAID, PREPAID NOT ARCHIVED, ARCHIVED NOT IN THE THIRD PARTYPERIODIC FILE |
| 63 | Employees without payroll | Employees missing pay, escalations. Employees in payrolls that are not assigned a legal entity or without payroll assigned. |
| 64 | ExemptW4 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 travelallowance and gross-up reporting. |
| 67 | PayRun 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 entryexists for that person over a specified pay period. |
| 69 | Employees Paid Per Month Report | Count of employees paid by month. |
| 70 | Gross Wages Pay check 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 Pay period | 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 pay check date and Employee information based on the pay check date range that is provided in the parameter. |
| 82 | Tax Audit by Pay period | 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 Off Cycle Benefit Report | List of Employees and their information who are enrolled in DCP Plan |
| 86 | Pay Check Details | Pay check details. This report is run by pay check 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 | Employee sspecial tax and marital tax status for a specific date range. |
| 90 | PuertoRico YOUTH TAX Balance Report | PuertoRico 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 | Worker's Compensation Washington State, by Quarterly Date Range Used Quarterly. |
| 93 | Labour 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 Date range 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 Pay checks. |
| 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 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, job code, 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 Pay check | Employees list for whom Pay checks have been reversed between a Pay check Date Range |
| 113 | User Defined Table | Column and data that is stored in the user-defined tables. |
| 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 Over limit Report | Gather YTD Amounts (including amounts from priorcompanies 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 GBLXFRs) 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 Over limit 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 beforeW2s 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 Over limit Report | All employees have a contribution limit set by the IRS. This report is to identify if anyone has over-contributed and needs tobe refunded before W2s are issued OR to identify if an EE has a negativeamount. Gather YTD Amounts (including amounts from prior companies for GBLXFRs) for anyone that has an amount over the annual limit for HC. |
| 10 | Annual Defined Contribution Over limit Report | All employees have a contribution limit set by theIRS. 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 GBLXFRs) 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 pay check |
| 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 overcontributed 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 Gen trade 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 codeTSV_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 thespecified 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 &Over Time report | Employees with their Employee Tax Deduction and Over Time 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 | Eligible 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 |
| 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. Itproduces 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 | Head Count- 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 | Head Count of Employees – break out by Company by Location for DOL Qtrly Reporting (Similar toOracle’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 | Analyse and evaluate employee data quality of critical fields impacting equity calculations before each vesting, to analyse 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 Quarter 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 Pay group | 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 Pay group | 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 |
| 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 Non Exempt 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 Pay group 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/nit 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 specified job codes. |
| 17 | No Active Job Task | Temporary employees with no active job task. |
| 18 | Employee list for Assigned Job codes and Pay groups | Assignment information of active employees for specified Job codes and Pay groups. |
| 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 Pay check – 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 | Pay check 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 in order 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. |
| S.No | Report Name | Description |
|---|---|---|
| 1 | Long term 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)to sys date. |
| 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)to sys date. |
| 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 quarter at employee level |
| 16 | Jobcodes | Job codes and respective job details. |
| 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 New hires | 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 |
| 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 job code. |
| 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 Pay group | Hourly associates listed in salaried pay group. |
| 12 | Inactive Department | Associates in inactive dept ids |
| 13 | Salaried in Hourly Pay group | Salaried associates listed in hourly pay group |
| 14 | Regular Associates Job code | Employee details who were active and regular for a specific job code. |
| 15 | Active Associates by Job code | Active employees for a specific job code. |
| 16 | Salaried Seasonal 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 earn code 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 |
