Understanding Payee Data Reporting
This chapter provides an overview of payee data reporting and discusses how to:
Define payee reports.
Generate payee reports.
Understanding Payee Data Reporting
For certain payroll business processes, you need to generate reports to comply with legislative reporting requirements, verify data, or convey payroll information within your organization. Legislated reports are required for processes such as employee state insurance (ESI), provident fund, medical allowance, leave travel allowance, and year end processing. Global Payroll for India provides setup and run control reporting pages to address your reporting needs.
To create payee reports:
Define report fields.
Define break levels to control how data is sorted for the report.
Define the report format.
Map Global Payroll elements to the defined report fields.
Launch the report run control.
Global Payroll for India provides delivered functionality for the following payee reports:
Newly enrolled payees.
Terminated payees.
New hires.
Profession tax.
ESI remittance.
Provident fund remittance.
Leave travel allowance and medical allowance taxable amounts.
See Also
Global Payroll for India Reports
Defining Payee Reports
To define payee reports, use the Payee Report Fields IND (GPIN_PR_FLD_TABLE), Payee Report Break Levels IND (GPIN_PR_BRK_LVLS), Payee Report Setup IND (GPIN_PR_SETUP), and Payee Report Element Map IND (GPIN_PR_EMAP) components.
This section provides an overview of element mapping and discusses how to:
Define report fields.
Define report break levels.
Define the report format.
Define report element mapping.
Understanding Element Mapping
After you define valid report fields and a report setup (format), you must map Global Payroll elements to the report fields. The mapping of elements enables you to specify multiple elements that make up a report field. For example, if a salary field is to be printed on a report and several elements must be added together in order to print this field on a report, you can select the Global Payroll elements that make up this field.
The Entry Type field prevents an element of the wrong type from being selected, based on the variable type. For example, a report field that has been defined as a field type of character, allows only Global Payroll elements that resolve to character values to be selected.
The following table specifies the types of Global Payroll elements that can be mapped to a report field, based on the field type defined:
|
Field Type |
Types of Elements Allowed |
|
Numeric |
Auto Assigned Accumulator Segment Accumulator Bracket − Numeric Deduction Earning Formula − Monetary and Decimal System Element − Numeric Variable − Numeric |
|
Character |
Bracket − Character Formula − Character System Element − Character Variable − Character |
|
Date |
Calendar Date Bracket − Date Date Formula − Date System Element − Date Variable − Date |
Pages Used to Define Payee Reports|
Page Name |
Definition Name |
Navigation |
Usage |
|
GPIN_PR_FIELDS |
Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Payee Report Fields IND, Payee Report Fields IND |
Define the individual payee data items as report fields that will appear in a report. |
|
|
GPIN_PR_BRK_LVLS |
Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Payee Report Break Levels IND, Payee Report Break Levels IND |
Define the break levels for a report. You can select any system element or variable that resolves to a character value. select only elements that are resolved for a payee. Otherwise, the report will not break properly. |
|
|
GPIN_PR_SETUP |
Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Payee Report Setup IND, Payee Report Setup IND |
Define the report format. Identify the break levels and report fields valid for the report. |
|
|
GPIN_PR_ELEM_MAP |
Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Payee Report Element Map IND, Payee Report Element Map IND |
Map Global Payroll elements to report fields. |
Defining Report Fields
Access the Payee Report Fields IND page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Payee Report Fields IND, Payee Report Fields IND).
|
Field Name |
Displays a unique field identifier for a report. Maximum of 15 characters. |
|
Description |
Enter the description of the report field that is printed on a report. |
|
Short Description |
Enter a brief description of the report field. If left blank, this field displays the first 10 characters of the Description field. |
|
Field Type |
Defines the format of the data for the field. Select Numeric, Character, or Date. After you select a field type for a report field, you cannot alter it. |
|
Comment |
Additional information about the field. |
Defining Report Break Levels
Access the Payee Report Break Levels IND page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Payee Report Break Levels IND, Payee Report Break Levels IND).
|
Break Level |
A number that identifies the break level code. |
|
Date Type CD |
Values are System Data (for PeopleSoft-delivered break level) and Customer Data (for all other break levels). |
Element
|
Entry Type |
Select the entry type of the element that you're associating with the break level. Values are System Element - Character and Variable - Character. |
|
Element Name |
Select the system element or variable that you're associating with the break level. For example, if you define pay groups at the break level, select the GP PAYGROUP element. |
Note. Any element that you select must be resolved and stored.
Source and Use
If you select a system element, information that is contained on the Source and Use page of GP_PIN appears in this group box.
Defining the Report Format
Access the Payee Report Setup IND page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Payee Report Setup IND, Payee Report Setup IND).
|
Report ID |
Displays the name of the Structured Query Report (SQR) that you are defining. |
|
Description |
Enter a description of the SQR. |
Report Break Levels
|
Break Level 1, Break Level 2, and Break Level 3 |
Select the first, second, and third break levels for the report. |
Fields
|
Field Name |
Select a report field (defined on the Payee Report Fields page) to be used in the report. The corresponding description and field type appear when you select a report field. |
Defining Report Element Mapping
Access the Payee Report Element Map IND page (Set Up HRMS, Product Related, Global Payroll & Absence Mgmt, Reports, Payee Report Element Map IND, Payee Report Element Map IND).
|
Report ID |
Displays the name of the SQR that you are mapping. |
Report Field
|
Field Name |
Displays the report field that has been defined on the Report Setup page. |
|
Field Type |
Displays the format of the report field as defined on the Payee Report Fields page. |
Elements
|
Entry Type |
Select the type of element to be mapped to the report field. This changes depending on the field type. |
|
Element Name |
Enter the name of the element to be mapped to the report field. The corresponding description appears when you select an element name. |
|
Add/Subtract |
Select whether the element adds or subtracts from the total on the report. |
|
Last Processed Value |
Select for the tax calculation to consider the last processed value for reporting purposes. This field was introduced for Form 24Q. |
Generating Payee Reports
This section provides an overview of the report generation process and discusses how to:
Run enrollment and termination reports.
Run ESI remittance statement reports.
Run provident fund remittance statement reports.
Run LWF Form A.
Run Form 7.
Understanding the Report Generation Process
When you run the payee report process, an Application Engine payee report extract process runs first. The extract process retrieves the run control and determines which report to run. The appropriate report setup is also retrieved along with the break levels and element mapping that is associated with the report. So the process runs in this order:
The payee report extract process (Application Engine) gathers information about the report.
SQR runs the actual report.
See Also
Enrolling Payees in Provident Funds
Enrolling Payees in Employee State Insurance
Processing Leave Travel Allowances
Pages Used to Generate Payee ReportsRunning Enrollment and Termination Reports
Access the Enroll and Term Reports IND page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, Enroll and Term Reports IND, Enroll and Term Reports IND).
|
Period ID |
Select the period ID that identifies the pay period to be used for the report. When you enter a value in this field, the associated begin date and end date appear. |
|
Report Type |
Select whether to generate a new enrollment or termination report. |
|
Report |
Select whether to generate an ESI or provident fund report. |
Running ESI Remittance Statement Reports
Access the ESI Remittance Statement IND page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, ESI Remittance Statement IND, ESI Remittance Statement IND).
|
Period ID |
Select the period ID that identifies the pay period to be used for the report. When you enter a value in this field, the associated begin date and end date appear. |
Running Provident Fund Remittance Statement Reports
Access the PF Remittance Statement IND page (Global Payroll & Absence Mgmt, Absence and Payroll Processing, Reports, PF Remittance Statement IND, PF Remittance Statement IND).
|
Period ID |
Select the period ID that identifies the pay period to be used for the report. When you enter a value in this field, the associated begin date and end date appear. |
|
Payee Sort Option |
Select a sort order for the report. Options are:
|
Running LWF Form AAccess the Print LWF Report page (Global Payroll & Absence Mgmt, Authority Correspondence, Print LWF Report, Print LWF Report).
This report prints the contribution made by the employer and employee toward LWF.
Running Form 7See Generating Form 6 Reports.