This chapter contains the following topics:
Section 15.2, "Running the Pay Types and DBA Codes Reports (R059116PD)"
Section 15.3, "Running the DBA Basis of Calculation Report (R05903P)"
Section 15.4, "Running the Calculation Tables Report (R059026P)"
Section 15.5, "Running the Group Plan Instructions Report (R059106)"
Section 15.6, "Running the Table Method Explanations Report (R059027)"
On the PDBA Reports Choice Interface form, the system displays a list of six report options from which you can choose. Two reports, Pay Types and DBA Codes, contain multiple sections. When you choose either report, the system automatically displays additional section options. The system displays only selected sections on the report.
When you choose a report, you can click Submit to run the default report version or, to work with a version, you can click Maintain Versions. When you click Maintain Versions, the system displays the Batch Versions program (P98305) where you can perform any of these functions for a program version:
Copy.
Add.
Delete.
Set processing option values.
This section provides an overview of the Pay Types and DBA Codes Reports (R059116PD) and discusses how to run the Pay Types and DBA Codes Reports.
Because the Pay Types and PDBA reports share the same business view, they are combined into a single report, making maintenance easier. The two reports are now sections within the report. On PDBA Reports Choice Interface, when you choose either Pay Types or DBA Codes, the system displays additional options for the report. After you choose from the options and click Submit, the system runs the PDBA Reports program (R059116PD) and automatically includes the specified variables.
You can run the Pay Types report to view all of the setup information that was entered for each pay type. You can view the information by pay type code. To ensure that you have entered all the necessary pay types and associated information, you typically run this report after you define pay types and DBAs.
Because the payroll system calculates DBAs in order from the lowest to highest number DBA code, and backs out DBAs in the event of insufficient earnings from the highest to lowest number DBA code, this report can help you verify that you have assigned DBA codes that are appropriate to the priority of the deduction, benefit, or accrual.
This section provides an overview of the Basis of Calculation Report (R05903P) and discusses how to run the Basis of Calculation Report (R05903P).
The DBA Basis of Calculation report (R05903P) displays a list of basis of calculations tables. Each deduction, benefit, and accrual has a defined basis of calculation. The system uses the basis of calculation to define the base value when calculating a DBA. A DBA can be based on pay types, other DBAs, or a combination of both pay types and DBAs. For example, if you want an employee stock purchase plan deduction to be based on all of an employee's gross wages, the basis of calculation would be pay types 001 through 999. If you want a 401k employer match benefit to be based on the employee's 401k contribution amount, the basis of calculation would be the DBA code associated with the employee 401k deduction.
To review the basis of calculation that was defined for each DBA, you should use the DBA Basis of Calculation report after you set up your DBAs.
This section provides an overview of the Calculation Tables Report (R059026P) and discusses how to run the Calculation Tables Report (R059026P).
You set up calculations tables to define the parameters for calculating DBAs. After you set up the calculation tables, you can review the Calculation Tables Report (R059026P) to verify that the information that you entered on the calculation tables is accurate. Some DBAs, such as deductions or benefits for life insurance premiums and time off accruals, are calculated from information that varies for each employee. Variable information might include age, date of hire, and salary. The system uses calculation tables to calculate the amount of the DBA using these variables. After calculation tables are defined, they are attached to the appropriate DBAs.
To ensure the accuracy of the calculation tables, you can run the calculation tables report and review the information.
This section provides an overview of the Group Plan Instructions Report (R059106) and discusses how to run the Group Plan Instructions Report (R059106).
Group plans simplify the assignment of DBAs to employees by automatically defining the same DBA instructions for each member of a group. You run the Group Plans Report to review all the DBAs you have associated with a particular group. To ensure that you have associated the correct DBAs with each group, such as unions, you can review this report before assigning employees to groups.
This section provides an overview of the Table Method Explanations Report (R059027) and discusses how to run the Table Method Explanations Report (R059027).
The Table Method Explanations Report (R059027) displays a listing of each table method code followed by the description of the table method. Table methods are used in defining calculation tables. Table methods work with the table code that is defined on the DBA and the calculation table to determine how to calculate the amount of the DBA.
When you are defining calculation tables and DBAs that use calculation tables, you can use the Table Method Explanations Report to review all the table methods and the function that each table performs.