Appendix: PeopleSoft Application Fundamentals for HRMS Reports

PeopleSoft Enterprise Human Resources supplies a group of standard reports to help you review the entries in the various tables you use to set up controls for your Human Resources system, including departments, companies, locations, and job codes. For international purposes, you can review the currency codes and exchange rates to see if you need to update the data.

To offer our customers more robust and complete reporting solutions, Oracle’s PeopleSoft Enterprise development teams are converting some of the existing Crystal reports into XML Publisher (XMLP) format.

Oracle provides a standalone Java-based reporting technology named Oracle Business Intelligence Publisher (BI Publisher) that streamlines report and form generation. XMLP uses select features from BI Publisher that have been integrated into PeopleTools. XML Publisher for PeopleSoft Enterprise provides native XMLP technology for PeopleSoft Query and Connected Query, as well as any PeopleSoft application.

XMLP separates the data extraction process from the report layout. XMLP provides the ability to design and create report layout templates with the more common desktop applications of Microsoft Word and Adobe Acrobat, and renders XML data based on those templates. With a single template, you can generate reports in many formats (PDF, RTF, Excel, HTML, and so on) and in many languages.

This appendix provides summary tables of basic HRMS reports and Human Resources reports.

Note. For samples of these reports, see the PDF files published on CD-ROM with your documentation.

See Also

Enterprise PeopleTools PeopleBook: Process Scheduler

Click to jump to parent topicBasic PeopleSoft HRMS Reports: A to Z

These tables list basic PeopleSoft HRMS reports as well as reports for specific PeopleSoft Human Resources business processes sorted by report ID. If you need more information about a report, refer to the report details at the end of this appendix.

Click to jump to top of pageClick to jump to parent topicBasic HRMS Reports

Report ID and Report Name

Description

Navigation

Run Control Page

AWEAUDIT

Approvals Audit Report

Report includes data regarding approval transaction requests associated with the Approval Framework.

Workforce Administration, Self-Service Transactions, Approvals and Delegation, Approvals Audit Report, Approvals Audit Report

HCSCAWE_RUN_CNTL

FGHR005

Salary Grade Table USF report

Print the contents of the Federal Salary Grade tables in various formats.

Setup HRMS, Product related, Compensation, Salary Grade Table Rpt USF, Pay Table

RUN_FGHR005

FGPER802

Geographic Location report

Produces a detailing of the Geographic Location Table. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Geographic Location

PRCSRUNCNTL

FGPER803

Agency report

Prints all agencies in the Agency Table and default information, including name and address, agency code, and effective date. (XMLP, Crystal)

Set Up HRMS, Foundation Tables, Organization, Agency Report Table USF

PRCSRUNCNTL

FGPER804

Sub-Agency Table report

Prints all sub-agencies in the Sub-Agency Table and their associated agencies. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Sub-Agency Table

PRCSRUNCNTL

FGPER805

Personnel Office ID Table report

Prints information about all Personnel Offices in your agency. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Personnel Office ID Table

PRCSRUNCNTL

FGPER807

Locality Pay Area Table report

Prints information for every Locality Pay Area. (XMLP, Crystal)

Set Up HRMS, Product Related, Compensation, Locality Pay Area Rpt USF

PRCSRUNCNTL

FGPER808

LEO Pay Area Table report

Lists each LEO Special Pay Area and associated percentage. (XMLP, Crystal)

Set Up HRMS, Product Related, Compensation, LEO Pay Area Rpt USF

PRCSRUNCNTL

FGPER811

Handicap Table report

Prints all disabilities and their associated codes. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Handicap Table

PRCSRUNCNTL

FGPER812

Legal Authority Table report

Prints the information about the legal authorities you set up in the Legal Authority table. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Legal Authority

PRCSRUNCNTL

FGPER813

Nature of Action Table report

Generates a detailing of the Nature of Action Table. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Nature of Action Table

PRCSRUNCNTL

FGPER814

NOA Authority 1 report

Generates a detailing of the Nature of Action/Authority 1 Table. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, NOA / Authority 1

PRCSRUNCNTL

FGPER816

Priority Placement Table report

Generates a detailing of the Priority Placement Table. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Priority Placement Table

PRCSRUNCNTL

FGPER817

Work Location Table report

Prints a detailing of the Work Location Table. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Work Location Table

PRCSRUNCNTL

FGPER823

USF Job Code Table report

Prints a list of all job codes and the date on which they become effective. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Job Code Table

PRCSRUNCNTL

GBP001

Group Member Overlapping

Shows when members belong to more than one group.

Set Up HRMS, Common Definitions, Group Build, Group Overlapping

RUNCTL_GBP001

GBP002

Group Membership report

Lists all the members in a particular group.

Set Up HRMS, Common Definitions, Group Build, Group Membership

RUNCTL_GBP002

PAY701

Bank/Branch

Lists banks/branches entered in the Bank/Branch table.

Set Up HRMS, Common Definitions, Banking, Bank/Branch Report

PRCSRUNCNTL

PAY710

ChartField Transaction Report

Lists ChartField codes used in transactions.

Set Up HRMS, Common Definitions, ChartField Configuration, ChartField Transaction Report

PRCSRUNCNTL

PAY711

Pay Group report

Prints each pay group and its effective date along with the processing characteristics that apply to that group.

Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Pay Group Table

PRCSRUNCNTL

PAY717

Earnings Program Table

Prints a detailing of your pay plan definitions.

Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Earnings Program

PRCSRUNCNTL

PAY760

Combination Code Report

Lists account codes set up in the Combination Code Table.

Set Up HRMS, Common Definitions, ChartField Configuration, Combination Code Report

PRCSRUNCNTL

PER506

Security Tree Audit

Lists discrepancies between entries in the Departments component and departments on department security trees.

Set Up HRMS, Security, Core Row Level Security, Security Tree Audit Report

PRCSRUNCNTL

PER701

Department Table report

Lists all departments by Department ID. (XMLP, Crystal)

Set Up HRMS, Foundation Tables, Organization, Department Table Report

PRCSRUNCNTL

PER702

Installation Table report

Lists default values for field defaults, such as company code, minimum/maximum standard hours, and Social Security number. (XMLP, Crystal)

Set Up HRMS, Install, Installation Table Report

PRCSRUNCNTL

PER705

Location Table report

Lists each physical location by Location Code. Because you can define locations by effective date, the report program prints all locations (past, present, and future). (XMLP, Crystal)

Set Up HRMS, Foundation Tables, Organization, Location Table Report

PRCSRUNCNTL

PER707

Company Table report

Prints all companies in the Company Table and default information, including name and address, company code, and effective date.

The report PAY702 prints the General Ledger information you enter in the Company Table. (XMLP, Crystal)

Set Up HRMS, Foundation Tables, Organization, Company Table Report

PRCSRUNCNTL

PER708

Country Table report

Prints a list all countries − character codes. (XMLP, Crystal)

Set Up HRMS, Install, Country Table Report

PRCSRUNCNTL

PER709A

US Job Code Table report

Prints a list of all job codes and the date on which they become effective. It also lists all Job Code page information for U.S.-based companies. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Jobcode Rpt USA

PRCSRUNCNTL

PER709B

Can Job Code Table report

Prints a list of all job codes and the date on which they become effective. It also lists all Job Code page information for Canada-based companies. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Jobcode Table Report CAN

PRCSRUNCNTL

PER709C

Job Code Table report

Prints a list of all job codes and the date on which they become effective. (XMLP, Crystal)

Set Up HRMS, Foundation Tables, Job Attributes, Job Code Table Report

PRCSRUNCNTL

PER711

Standard Letter Table report

The Standard Letter Table report lists the codes in your Standard Letter Table. (XMLP, Crystal)

Set Up HRMS, Common Definitions, Letters and Documents, Standard Letter Report

PRCSRUNCNTL

PER713

Currency Code Table report

Prints information about each currency. (XMLP, Crystal)

Set Up HRMS, Foundation Tables, Currency and Market Rates, Currency Code Table

PRCSRUNCNTL

PER714

Currency Rate Table report

Prints information about exchange rates. (XMLP, Crystal)

Set Up HRMS, Foundation Tables, Currency and Market Rates, Currency Rate Report

PRCSRUNCNTL

Click to jump to top of pageClick to jump to parent topicAdminister Company Cars Reports

Report ID and Report Name

Description

Navigation

Run Control Page

CAR002

Print P11D Section A

Print the results from the CAR001 process in a format similar to the UK government form P11D.

Before using this page, you must have run the CAR001 report process.

Benefits, Provide Company Cars, Print P11D Information

RUNCTL_COMPCAR001

CAR003

Car List

Produce a list of cars in the company's fleet and list basic information.

Benefits, Provide Company Cars, Create List of Cars

PRCSRUNCNTL

Click to jump to top of pageClick to jump to parent topicAdminister Compensation Reports

Report ID and Report Name

Description

Navigation

Run Control Page

CMP013

Update Seniority Pay Reporting

Lists workers and all their seniority changes. Run this report after you've run the Update Seniority Pay process (HR_CMP013) and before you run the Upd Seniority Pay − Load Data process (HR_CMP013_CI) to load the changes to Job.

Workforce Administration, Collective Processes, Seniority Processing, Update Seniority Pay

RUNCTL_SENPAY2

CMP014S

Update Seniority Eligibility Reporting

Lists workers and all their seniority changes. Run this report after you've run the Update Seniority Eligibility process (HR_CMP014) and before you run the Upd Seniority Elig − Load Data process (HR_CMP014_CI) to load the changes to Job.

Workforce Administration, Collective Processes, Seniority Processing, Update Seniority Eligibility

RUNCTL_SENPAY

CMP015

Refresh Employee Compensation

Reports on all the changes performed by the General Compensation Update Process. Run this report after you've run the General Compensation Update process (HR_CMP015).

Workforce Administration, Collective Processes, Refresh Compensation

RUNCTL_CMP015

CMP016

Defaulting Rules Eligibility

Lists the workers eligible for the selected defaulting rules as of selected date.

Set Up HRMS, Foundation Tables, Compensation Rules, Defaulting Rules Eligibility Rpt

RUNCTL_CMP016

Click to jump to top of pageClick to jump to parent topicAdminister Salaries for the Netherlands Reports

Report ID and Report Name

Description

Navigation

Run Control Page

INT003NL

Pay Groups

Provides an overview of the pay groups entered in the system.

Set Up HRMS, Product Related, Benefits NLD, Reports, Pay Groups

PRCSRUNCNTL

INT004NL

Earnings Table (NLD)

Reviews all the valid earnings codes that you entered into the system, along with the payroll calculation characteristics that you assign to each.

Set Up HRMS, Product Related, Benefits NLD, Reports, Earnings

PRCSRUNCNTL

INT005NL

Deductions / Frequency (NLD)

Reviews all the valid deduction codes that are entered into the system. The SQR is sorted by plan type, deduction code, and effective date.

Set Up HRMS, Product Related, Benefits NLD, Reports, Deductions

PRCSRUNCNTL

INT006NL

General Deduction/Frequency (NLD)

Shows the calculation type code for each deduction and, where applicable, the flat rate or percentage, the worker pay frequency, and any additional flat deduction amounts.

Set Up HRMS, Product Related, Benefits NLD, General Deduction/Frequency

PRCSRUNCNTL

Click to jump to top of pageClick to jump to parent topicAdminister Salary Packaging Reports

Report ID and Report Name

Description

Navigation

Run Control Page

PKG003

Packages Due for Review

Displays all workers with packages ready for review.

Compensation, Salary Packaging AUS, Create Packaging Reports, Packages Due For Review

RUNCTL_PKG003

PKG004

Package Model

Enables you to report on an applicant or a worker's salary package. The information contained in the report displays the details from the worker / applicant salary package pages. Both annual and package period amounts for components, additional components, salary, tax and TPV and TEC are displayed.

Compensation, Salary Packaging AUS, Create Packaging Reports, Package Models

RUNCTL_PKG004

PKG006

FBT Reconciliation

Assists in the reporting of benefits and liabilities to the Australian Taxation Office at the end of the Fringe Benefits Tax Year— March 31. The Australian Taxation Office has identified different categories of fringe benefits and each category has its own specific rules for calculating the taxable value.

Compensation, Salary Packaging AUS, Create Packaging Reports, FBT Reconciliation

RUNCTL_PKG006

PKG007

Package Details

Reports on the amounts budgeted for each component of a package in each pay period. The report, run on a worker only basis, requires a start and end date of the period of time you want to report on.

Compensation, Salary Packaging AUS, Create Packaging Reports, Package Details

RUNCTL_PKG007

Click to jump to top of pageClick to jump to parent topicAdminister Training Reports

Report ID and Report Name

Description

Navigation

Run Control Page

FGSF182

(USF) SF182

Provides a standardized mechanism for generating SF182 reports to request, authorize, and detail estimates costs and billing as well as certify training programs for workers. (SQR)

Enterprise Learning, Training Reports, SF182

RUNCTL_SF182

MXSTP001 (Format)

(MEX) DC-1 Training Mixed Committee Constitution

Provides details about the formation of a training mixed committee and the establishment associated with the mixed committee.

Enterprise Learning, Training Reports, STPS DC-1 Format MEX

RUNCTL_STP001

MXSTP002

MXSTP002 (Reverse)

See above.

Enterprise Learning, Training Reports, STPS DC-1 Format MEX

RUNCTL_STP001

MXSTP003 (Format)

(MEX) DC-2 Training and Development Plans

Provides training and development plan information, including training objective priorities. Also provides the establishment associated with the mixed committee.

Enterprise Learning, Training Reports, STPS DC-2 Format MEX

RUNCTL_STP003

MXSTP004

MXSTP004 (Reverse)

See above.

Enterprise Learning, Training Reports, STPS DC-2 Format MEX

RUNCTL_STP003

MXSTP005

(MEX) DC-2B Training and Development Registration Application

Generates a Training and Development Registration Application report.

Enterprise Learning, Training Reports, STPS DC-2B Format MEX

RUNCTL_STP005

MXSTP006

(MEX) DC-3 Courses/Events Certificates

Creates a Courses/Events Certificate.

Enterprise Learning, Training Reports, STPS DC-3 Format MEX

RUNCTL_STP006

MXSTP007

(MEX) DC-4 Courses/Events Certificates List

Creates a Courses/Events Certificates list.

Enterprise Learning, Training Reports, MEX STPS DC-4 Format

RUNCTL_STP007

MXSTP008 (Format)

(MEX) DC-5 Training and Development External Registration Application

Generates a Training and Development External Registration application and an instructor list.

Enterprise Learning, Training Reports, STPS DC-5 Format MEX

RUNCTL_STP008

MXSTP009

MXSTP009 (Reverse)

See above

Enterprise Learning, Training Reports, STPS DC-5 Format MEX

RUNCTL_STP008

PER107GR

(GER) Int. Prof. Education Status (internal professional education status)

Details the current status of workers who are enrolled in an internal education training plan. Includes only workers who selected the Intern check box and didn't select Graduated on the Professional Education page. (Crystal)

Enterprise Learning, Training Reports, Int Prof Education Status DEU

PRCSRUNCNTL

PER703

Course Table

Lists available courses, including course descriptions, type codes, locations, durations, and schools. You can use it to track internal courses and courses offered by outside vendors. (XMLP, Crystal)

Enterprise Learning, Course Reports, Courses

PRCSRUNCNTL

TRN001

Training Letters

Creates training letters. (SQR, Word)

Enterprise Learning, Student Enrollment, Create Training Letters

RUNCTL_TRN001

TRN002

Course Session Roster

Lists the course name, session number, session start date, and all students who are enrolled in a course. (XMLP, Crystal)

Enterprise Learning, Course Reports, Course Session Roster

RUNCTL_TRN002

TRN003

Course Waiting List

Lists all students who are on the course or session wait list for a course. (XMLP, Crystal)

Enterprise Learning, Course Reports, Course Waiting List

RUNCTL_TRN003

TRN004

Training Schedule

Lists all course sessions that are scheduled within a given period. (XMLP, Crystal)

Enterprise Learning, Training Reports, Training Schedules

RUNCTL_TRN004

TRN005

Training Facility Schedule

Lists all course sessions scheduled at a training facility during a given period. All sessions are listed by course start date. (XMLP, Crystal)

Enterprise Learning, Training Reports, Training Facility Schedules

RUNCTL_TRN005

TRN010

Active Scenario Summary

Summarizes approved training demands and budget information for a business unit. (SQR)

Enterprise Learning, Training Budget, Budget Reports, Active Scenario Summary

RUNCTL_TRN010

TRN011

Global Scenario Summary

Provides a summary of approved training demands and budget information for the department or business unit retrieving the information from the selected global scenario. (SQR)

Enterprise Learning, Training Budget, Budget Reports, Global Scenario Summary

RUNCTL_TRN011

TRN016

Target Course Certifications

Lists the license/certifications that students receive on successful completion of a course. (XMLP, Crystal)

Enterprise Learning, Course Reports, Target Course Certifications

RUNCTL_TRN016

TRN017

Course Rating

Details ratings for sessions of a course. (XMLP, Crystal)

Enterprise Learning, Course Reports, Course Rating

RUNCTL_TRN017

TRN018

Course Attendance Status

Lists the attendance status of the students in a course. (SQR)

Enterprise Learning, Course Reports, Attendance Status

RUNCTL_TRN018

TRN019

Course Rating Templates

Serves as the evaluation template to be completed by students enrolled in a course session. (XMLP, Crystal)

Enterprise Learning, Course Reports, Course Rating Templates

RUNCTL_TRN019

TRN020

Student Training History

Lists the courses and sessions completed by a student. (XMLP, Crystal)

Enterprise Learning, Training Reports, Student Training History

RUNCTL_TRN020

TRN021

Training Program

Lists the training program for a worker. (SQR)

Enterprise Learning, Training Reports, Training Programs, Course Attend. School Program

RUNCTL_TRN021

TRN022

Statistics of EEs Enrolled (statistics of workers enrolled)

Lists the workers who are enrolled in courses and lists course statistics by company, location, and department. (SQR)

Enterprise Learning, Training Reports, Statistics of EEs Enrolled, Course Statistics

RUNCTL_TRN022

TRN023

Course Description

Lists a course description. (XMLP, Crystal)

Enterprise Learning, Course Reports, Course Description

RUNCTL_TRN023

TRN024

Course Category

Lists training catalog course categories. (XMLP, Crystal)

Enterprise Learning, Course Reports, Course Category

RUNCTL_TRN024

TRN025

Course Equipment

Lists equipment needed for a course. (XMLP, Crystal)

Enterprise Learning, Course Reports, Course Equipment

RUNCTL_TRN025

TRN026

Course Vendors

Lists vendors that are associated with a course on the Course Table. (XMLP, Crystal)

Enterprise Learning, Course Reports, Course Vendors

RUNCTL_TRN026

TRN027

Prerequisite Courses

Lists prerequisite courses for a course. (XMLP, Crystal)

Enterprise Learning, Course Reports, Prerequisite Courses

RUNCTL_TRN027

TRN028

Target Qualifications

Lists competencies that the course aims to develop or improve. (XMLP, Crystal)

Enterprise Learning, Course Reports, Target Qualifications

RUNCTL_TRN028

TRN029

(FRA) Report Training 2483

Compiles results of calculation of the 2483 indicators for declaring vocational training of workers in French organizations. Before running this report, run the Compute Training Report 2483 (DEC2483) process to calculate the indicators. Check the calculation results and do any updating on the FRA Edit 2483 - Edit 2483 page. (XMLP, Crystal)

Enterprise Learning, Training Reports, 2483 Tax Declaration FRA

RUNCTL_TRN029

TRN030

Training Plan Summary

Lists all courses that are included in the training plan for a given budget period and business unit.

For each course, the report includes the cost; the number of people approved; and the total number of hours of training, which is calculated by multiplying the number of approved workers by the course duration. (SQR)

Enterprise Learning, Training Budget, Budget Reports, Training Plan Summary

RUNCTL_TRN030

TRN032

EE Sessn Cost Summary (employee session cost summary)

Lists the costs that are associated with a worker who is attending a course. Costs are for salary, vendor, facility, equipment, instructor, worker expense, and session expense. (SQR)

Enterprise Learning, Training Reports, EE Session Cost Summary

RUNCTL_TRN032

TRN033

Training Instructor Schedule

Lists the courses that an instructor is scheduled to teach during a given period. (XMLP, Crystal)

Enterprise Learning, Training Reports, Training Instructor Schedules

RUNCTL_TRN033

TRN034

Equipment Checklist

Lists equipment that is required for a course session. For each item, the report shows the quantity required, the number available in the training room and facility, and the total number that is booked at the facility for a given period. (SQR)

Before running this report, set up the course session in the Course Session Table.

Enterprise Learning, Training Reports, Equipment Checklist

RUNCTL_TRN034

TRN035

(FRA) Training Plan: Distribution

Details how a French organization's training demands are distributed by gender and professional category, such as executive, manager, office worker, qualified worker, and nonqualified worker. (SQR)

Enterprise Learning, Training Budget, Budget Reports, Training Plan Distribution FRA

RUNCTL_TRN035

TRN036

(FRA) Training Plan: Cost Details

Lists a French organization's training costs that are associated with each course. Details these cost types: facility, instructor, vendor, equipment, salary costs, and expenses. (SQR)

Enterprise Learning, Training Budget, Budget Reports, Training Plan Cost Details FRA

RUNCTL_TRN036

Click to jump to top of pageClick to jump to parent topicAdminister Workforce Reports

Report ID and Report Name

Description

Navigation

Run Control Page

CNT001

Contract Information

Lists the contract history for a selected worker or all workers. You can specify a date range for the report for include all contract history.

Workforce Administration, Job Information, Contract Administration, Contract Information Report

RUNCTL_CNT001

ES931

Print Wage and Separation

Prints an ES-931 Request for Wage and Separation Information report.

Workforce Administration, Job Information, Reports, Print Wage/Separation USF

GVT_PRINT_ES931

FGHR017

Personnel Actions History

Lists all workers affected by each of the job actions you enter. It prints the following information: name, department, effective date, and reason for the action.

For each worker the report lists original hire date, total years of service, worker type, regular/temporary, full/part-time, job code and title, salary grade, compensation rate associated with the action, and supervisor's name.

Workforce Administration, Job Information, Reports, Personnel Actions History USF

RUNCTL_FGHR017

FGPER810

Award Type Table

Generates an award type table report. (XMLP, Crystal)

Workforce Administration, Job Information, Reports, Award Action USF

PRCSRUNCNTL

FGSF61

Appointment Affidavits

Produces an Appointment Affidavit STANDARD FORM 61 form to be signed by an appointee.

Workforce Administration, Job Information, Reports, Appointment Affidavits USF

RUNCTL_FGSF61

FGSF75

Request for Preliminary Employment Data

Produces a Request for Preliminary Employment Data form.

Workforce Administration, Job Information, Reports, Request Prelim Empl Data USF

RUN_CNTL_FGSF75

FGSF50 and FGSF52

Request for Personnel Action/Notice of Personnel Action

Prints the official Notification of Personnel Action form used to notify worker and payroll office of the action, record the action in the Official Personnel Folder, and provide a chronological record of actions that have occurred.

  • Workforce Administration, Job Information, Reports, Request Personnel Action USF

  • Workforce Administration, Job Information, Reports, Notice of Personnel Action USF

RUNCTL_PAR

HR_EDM_NLD

First Day Notification NLD

The First Day Notification (Eerste Dag Melding) notifies the tax authority of new employees prior to their start date.

Workforce Administration, Workforce Reports, First Day Notification NLD

RUNCTL_EDM_NLD

MILRNKNOT

Generate Rank Change Notices

Generate military rank change notices for one or several service members.

Workforce Administration, Job Information, Reports, Generate Rank Change Notices

MIL_NOTICE_RUN_CTL

PER001

Department Action Notices

Lists action notices that are tied to a time period or expiration date. Use it as a reminder of selected personnel action notices.

Run the Refresh Employees Table process before running this report.

Workforce Administration, Workforce Reports, Department Action Notices

PRCSRUNCNTL

PER001CH

CHE Company Statistics

This report provides information on worker wages, occupations, and other data necessary for the Company Statistics Report (Betriebszaehlung). The Swiss Federal Department of Statistics requires all Swiss companies to create this report every ten years.

Workforce Monitoring, Company Statistics CHE

RUNCTL_PER001_CHE

PER002

Employee Birthdays

Lists workers, their birthdays, and other identifying information.

Run the Refresh Employees Table process before running this report.

Workforce Administration, Personal Information, Biographical, Birthdays Report

RUNCTL_PER002

PER003

Years of Service

Lists workers who have completed the number of years of service you specify, as of the point in time you specify. Use this report as a reminder of workers who are eligible for vested benefits plans or service recognition awards.

Workforce Administration, Job Information, Reports, Years of Service

RUNCTL_PER003

PER004

Emergency Contacts

Lists all contacts entered on the Emergency Contact table for each worker in the system.

Run the Refresh Employees Table process before running this report.

Workforce Administration, Personal Information, Personal Relationships, Emergency Contacts Report

PRCSRUNCNTL

PER005

Employees on Leave of Absence

Lists all workers on leave and their expected return dates. Use this report to compare the return date you've already entered in PeopleSoft Human Resources with the worker's expected return date or as a reminder for you to enter the return from leave information in the system.

Run the Refresh Employees Table process before running this report.

Workforce Administration, Job Information, Reports, Employees on Leave of Absence

PRCSRUNCNTL

PER006

Mailing Labels

Produces a three-across set of mailing labels for all workers in your PeopleSoft Human Resources database. (XMLP, Crystal)

Run the Refresh Employees Table process before running this report.

Workforce Administration, Personal Information, Biographical, Mailing Labels Report

PRCSRUNCNTL

PER007

Temporary Employees

Provides an alphabetical list of all workers marked as temporary, along with length of service and other details of employment.

Workforce Administration, Job Information, Reports, Temporary Employees

RUNCTL_ASOFDATE

PER010

Employee Turnover Analysis

This time-slice report lists each department ID and provides the worker counts as of the date you specify.

Workforce Administration, Workforce Reports, Employee Turnover Analysis

RUNCTL_FROMTHRU

PER015

Personnel Actions History

Lists all workers affected by each of the job actions you enter.

Workforce Administration, Job Information, Reports, Personnel Actions History

RUNCTL_PER015

PER020

Employee Home Address Listing

Contains a complete listing of all workers with addresses and home phone numbers.

Workforce Administration, Biographical, Home Address Report

PRCSRUNCNTL

PER021

Pending Future Actions

Lists all workers with job action notices scheduled for a future date.

Workforce Administration, Workforce Reports, Pending Future Actions

RUNCTL_ASOFDT_COMP

PER029

Database Audit

Monitors changes, additions, or deletions made to sensitive fields such as salary amounts.

Workforce Administration, Workforce Reports, Database Audit

RUNCTL_FROMTHRU

PER032

Passport/Visa Expiration

Lists workers and dependents that have passports, visas, or work permits on file that expire in 90 days of the report run date.

The report is divided into two sections. The first section lists passport information including country, passport number, issue date, and expiration date. The second section lists visa and work permit information including country, visa and work permit number, type of permit, issue date, and expiration date.

Workforce Administration, Personal Information, Citizenship, Passport/Visa Expiration Audit

PRCSRUNCNTL

PER033

Citiznship/Country/Visa Audit

Lists discrepancies between worker citizenship country/status and visa data.

Displays various discrepancies found for the worker citizenship status in the Personal Data table.

Looks for the country specified in the Installation table and uses it as the local country.

Workforce Administration, Personal Information, Citizenship, Citiznship/Country/Visa Audit

PRCSRUNCNTL

PER038NL

DIVERSITEIT RAPPORT

Produces the required diversity statistics information related to the number of people in the workforce born in a so-called target country, or of whom one of the parents has been born in one such country.

Workforce Administration, Personal Information, Diversity Compliance NLD, Diversity Reporting

RUNCTL_PER038_NL

PER039GR

GER Heavily Disabled

Prints a list of heavily disabled workers and additional information about their disabilities.

Workforce Administration, Personal Information, Disability, Heavily Disabled GER

DSB_RUNCTL_GER

PER054

ESP Official List

Compiles the information you need for Matricula book reporting.

Workforce Administration, Workforce Reports, Official List ESP

RUNCTL_PER054_ESP

PER058

Primary Job Audit

Lists all people whose job records show potential problems.

Workforce Administration, Workforce Reports, Primary Job Audit

RUNCTL_PER058

PER060

ITA Disability

Runs the Annual, Name List, or Disability Statistics reports.

Workforce Administration, Personal Information, Disability, Disability Report ITA

RUNCTL_PER060

PER063JP

Appointment Notification JPN

Runs appointment notifications. Depending on the Action/Reason combination you use in the run control, this report prints individual worker notifications of hire, rehire, retirement, transfer, and promotion.

Workforce Administration, Job Information, Reports, Appointment Notification JPN

RUNCTL_NTF_JPN

PER064JP

Appointment List JPN

Runs appointment list reports.

Workforce Administration, Job Information, Reports, Appointment List JPN

RUNCTL_NTF2_JPN

PER065JP

Completion of IC Transfer JPN

Lists workers on temporary intercompany transfer.

Workforce Administration, Job Information, Reports, Completion of IC Transfer JPN

RUNCTL_PER065_JPN

PER066BE

Termination Notification

Provides details of the contractual and compensation implications for a Belgian employer in case of a termination, based on the notification period according to the Claeys formula.

Workforce Administration, Collective Processes, Administration BEL, Create Notification

RUNCTL_PER066_BEL

PER066IT

ITA Hiring Letters

Produces the hiring letter which is printed at hiring time and is signed by worker and employer. It gives details of the terms of the job, including probation period and duration.

Workforce Administration, Job Information, Reports, Hire Letter ITA

RUNCTL_PER066_ITA

PER066JP

Employee Assignment List JPN

Lists workers by department, including Additional Appointment workers.

Workforce Administration, Job Information, Reports, Employee Assignment List JPN

RUNCTL_EMPLIST_JPN

PER067BEL

Social Report

Reports a variety of employer/worker information required by the government.

Workforce Administration, Workforce Reports, Social Report BEL

RUNCTL_PER067_BEL

PER100CN

CAN Hire List

Produces a hire list that provides information on social insurance numbers, effective dates, and badge/payroll numbers within the date range provided.

Workforce Administration, Job Information, Reports, Hire Report CAN

RUNCTL_FROMTHRU

PER103CN

OEE Groups by OCC Group

While the Ontario Employment Equity Commission (OEEC) no longer requires workers in Ontario to complete workforce surveys, PeopleSoft continues to offer OEE reporting functionality. The report lists the totals of active workers within each defined area code(s) employed within the date range.

Workforce Administration, Personal Information, OEE Workforce Survey CAN, Groups by OCC Group Report

RUNCTL_FTCANAC

PER104CN

OEE Groups by Employment Type

While the Ontario Employment Equity Commission (OEEC) no longer requires workers in Ontario to complete workforce surveys, PeopleSoft continues to offer OEE reporting functionality.

Workforce Administration, Personal Information, OEE Workforce Survey CAN, Groups by Emplymt Type Rpt

RUNCTL_FTCANAC

PER105CN

OEE Work Force Survey Stats

While the Ontario Employment Equity Commission (OEEC) no longer requires workers in Ontario to complete workforce surveys, PeopleSoft continues to offer OEE reporting functionality. The OEE Work Force Survey Stats report lists the number of surveys received and the numbers that were completed.

Workforce Administration, Personal Information, OEE Workforce Survey CAN, Workforce Survey Stats

RUNCTL_PER105CN

PER106CN

OEE Groups/Jobs Filled/Vacatd

While the Ontario Employment Equity Commission (OEEC) no longer requires workers in Ontario to complete workforce surveys, PeopleSoft continues to offer OEE reporting functionality. The OEE Groups/Jobs Filled/Vacated report lists the totals of active workers within the defined area code(s) employed within the date range.

Workforce Administration, Personal Information, OEE Workforce Survey CAN, Groups/Jobs Filled/Vacated

RUNCTL_FTCANAC

PER706A

Salary Grade Table

Lists the salary administration plan and salary grade, description, effective date, currency, and the minimum, maximum, and midpoint rates for each grade. (XMLP, Crystal)

Compensation, Base Compensation, Salary Plan Reports, Salary Grade

PRCSRUNCNTL

PER706B

Salary Grade/Step Table

Combines the information in the Salary Grade table and the Salary Step Components table into a list showing all grades for each salary plan that exists in your company and the hourly, monthly, and annual rate amount for any steps you set up. You can select to show the components in each step.

Compensation, Base Compensation, Salary Plan Reports, Salary Grade/Step

RUNCTL_PER706B

PER710

Action Reason Table

Lists the reason codes for each personnel action code and arranges them alphabetically by action. (XMLP, Crystal)

Set Up HRMS, Product Related, Workforce Administration, Action Reason Report

PRCSRUNCNTL

PER801SG

Employee Listing

Provides worker information based on the run control selections of Department, Name, or EmplID.

Workforce Administration, Job Information, Reports, Employee Listing SGP

RUNCTL_EMP_LIST

SOCS_AFI_ESP

AFI Report

The AFI process generates a flat file that lists changes in workforce, such as hiring, terminations, personal or job data changes, for a given period. This file is submitted to the social security authorities.

Workforce Administration, Workforce Reports, AFI Report ESP

RC_SOCS_AFI_ESP

TAS001

Temp Assignment w/out End Date

Lists workers currently on temporary assignment where end dates have not been defined.

Workforce Administration, Job Information, Temporary Assignments, Temp Assignmt w/out End Date

RUNCTL_TAS001

TAS002

Temp Assignment due to Complete

Lists workers due to complete temporary assignments within user specified date range.

Workforce Administration, Job Information, Temporary Assignments, Temp Assignmt due to Complete

RUNCTL_TAS002

Click to jump to top of pageClick to jump to parent topicManage Base Benefit Reports

Report ID and Report Name

Description

Navigation

Run Control Page

BEN001

Health Plan Participants Rpt

Lists active health plan participants as of a specified date. Useful for determining the number of workers in plan types offered by specific providers.

Benefits, Reports, Participation, Health Plan Participants

RUNCTL_ASODATE_BEN

BEN002

Life Insurance Participants Rpt

Lists active life plan participants as of a specified date. Useful for determining the number of workers in plan types offered by specific providers.

Benefits, Reports, Participation, Life Insurance Participants

RUNCTL_ASODATE_BEN

BEN003

Benefit Contributions

Summarizes benefit contributions by worker and employer.

Benefits, Reports, Contributions and Deductions, Benefit Contribution Register

RUNCTL_BEN003

BEN003CN

Benefit Contributions Can.

Summarizes benefit contributions by worker and employer for Canadian companies. This report is the same as BEN003.

Benefits, Reports, Contributions and Deductions, CAN-Contribution Register

RUNCTL_BEN003CN

BEN004

Savings Investment Distribution

Lists total deductions and company contributions for workers participating in savings plans with investment allocations. This program also creates an interface file for use by third-party administrators.

Benefits, Reports, Participation, Savings Investment Distributn

RUNCTL_BEN004

BEN007

Leave Accruals

This report displays leave accrual information by leave plan and worker. It includes information such as plan year eligibility hours, carryover hours earned year-to-date, hours taken year-to-date, and remaining leave balances.

Benefits, Reports, Participation, Leave Accrual

RUNCTL_BEN_LANG

BEN008

Section 415 Compliance Rpt

The report lists worker amounts either over or under the Section 415 limit. It includes: Company, EmplID, Effective Date, Special Accumulator, Benefit Program, Percent Of Salary, Maximum Benefit Base, and Gross Amount YTD. It also lists the plans that are excluded from and included in the 415 limit, as well as those plans that are limited.

Benefits, Reports, Regulatory and Compliance, Section 415 Compliance

RUNCTL_ASODATE_BEN

BEN009

Section 415 Non-Compliance Rpt

BEN009 reports on workers who have exceeded the Section 415 limits. It includes: Company, EmplID, Calendar Year and Month, Gross Amount YTD, Effective Date, Earnings Code, Benefit Program, Percent of Salary, and Maximum Benefit Base.

Benefits, Reports, Regulatory and Compliance, Section 415 Noncompliance

RUNCTL_ASODATE_BEN

BEN020

FMLA Status Report

Displays summary information for requests in the following classes: approaching leave requests, current FMLA leave requests, recently completed FMLA leaves and denied FMLA leave requests.

You can use this report to manage the FMLA leave process from beginning to end. A review of this report reveals those workers who will soon be going out on leave; what follow-up is needed to support the leaves; those workers who will soon exhaust their leave entitlement.

Benefits, Track FMLA (Family Medical Lv), Status Report

RUNCTL_BEN020

BEN021

FMLA Payroll Audit

For workers on FMLA leave or who have recently completed leaves, displays EmplID, name, FMLA request number, begin/return dates, job status, payroll earnings during leave period, FMLA hours taken (paid and unpaid), and the total difference between the hours reported as paid by Payroll and those marked as paid in the FMLA system.

Benefits, Track FMLA (Family Medical Lv), Payroll Audit Report

RUNCTL_BEN021

BEN022 BEN023

HIPAA Medical Certificates

BEN022 prints a eighteen-month history of a former worker's group health coverage for specified plan types, as specified by the Health Insurance Portability and Accountability Act (HIPAA) of 1996.

BEN023 prints a history for a selected dependent.

Only plan types with the HIPAA Plan check box selected on the Benefit/Deduction Program Table have HIPAA history displayed on these reports.

Benefits, Reports, Regulatory and Compliance, HIPAA

RUN_CNTL_HIPAA

BEN040

Billing Statement

Prints a bill for all workers with outstanding balances who are actively enrolled in the Benefits Billing system. Statements report activity from/to dates; activity type, plan type, benefit plan, coverage, amount and due dates. Also included is the total due and total overdue information, with any comments entered on the billing calendar.

Benefits, Benefits Billing, Create Statements, Print Billing Statement

RUNCTL_BEN040

BEN041

Delinquent Accnt

Displays charge and payment activity for workers who have failed to keep their payments current in accordance with the terms established on the Benefits Billing Plan Table.

You can use this report to determine what participants are delinquent, the number of days past due and the total amount due. You can also use this report to learn what the total number of participants past due, time overdue and the total amount due.

Benefits, Benefits Billing, Reports, Delinquent Accounts

RUNCTL_BEN041

BEN042

Receivable Report

Displays all payment activity, include the amounts paid and how the amounts were applied.

You can use this report to verify the dollar amount of payments received from workers. It can also be used to determine how the moneys received were applied. You can also use this report for general ledger reconciliation and auditing.

Benefits, Benefits Billing, Reports, Accounts Receivable

RUNCTL_BEN042

BEN043

Billing History

Displays all billing account activity for a specific period of time, by worker.

Use this report to answer questions from workers regarding their billing accounts. This report can also be used as a tool in troubleshooting and auditing billing activity. System prompts you to specify from and through dates.

Benefits, Benefits Billing, Reports, History Activity

RUNCTL_BEN043

BEN044

Billing Calculation Errors

Lists billing calculation errors.

Benefits, Benefits Billing, Review Processing Results, Calculation Error Report

RUNCTL_BILL_CAL

BEN045

Benefits Billing Audit

Displays workers with open charges and open credits; active enrollments audit; inactive enrollments audit; workers with holds longer than three months; and enrollment holds longer than three months.

Use this report to audit billing enrollments that may require follow-up activity. For example, data will only be displayed for workers with open charges and credits when an error condition exists.

Benefits, Benefits Billing, Reports, Billing Audit

RUNCTL_BEN_LANG

BEN050

Primary Jobs Audit

Identifies workers without a record in the Primary Jobs table, workers without a job in the Primary Jobs table, workers without a primary job flag turned on, workers without a primary job indicated for a specific benefit record, and, workers with more than one primary job designated for a specific benefit record number.

Benefits, Maintain Primary Jobs, Create Audit Report

RUNCTL_BEN050

BEN110

Snapshot Premium Reporting

Using the results from the Benefits Enrollment Snapshot, calculates the full premium due to a benefit provider and reports the coverage and premium amount for each covered employee, sorted by Vendor and Plan Type.

You can run this report three ways: (1) Run just the "Snapshot Premium - Calculation" process, which is an Application Engine which calculates and stores the individual premiums; (2) Run just the "Snapshot Premium - Report" which is an SQR report that uses the previously calculated premiums to report by Vendor and Plan Type; or (3) Run the combined "Snapshot Premium Reporting" job, which links both the calculation process and the reporting process together into a single run using the same run control criteria.

Benefits, Interface with Providers, Snapshot Premium

RUNCTL_BEN110

BEN140

Ben Billing Payment Interface

This program reads payment information from a third-party interface file and posts those payments against open accounts. Lists information about Benefits Billing payments processed by the batch interface process.

Can be used as an alternate to entering payments through the Payment Entry page. The system applies the payments to the charges by plan type within due date, oldest due date first. The payments are posted as of the posting date on the transaction.

Benefits, Benefits Billing, Billing Interface, Post Payments from File

RUNCTL_BEN_LANG

BEN141

A/R Interface

The A/R Interface report extracts all charges for a selected billing period and any charge adjustments with posting dates that fall within the billing period. The system will produce a file called BILLAR. The output file BILLAR holds 2 types of records. One holds worker information, the other holds the accounting information for the Benefits Billing charges and charge adjustments.

Use this report to report to interface billing charges to an accounts receivable system.

Benefits, Benefits Billing, Billing Interface, Provide Billing to AR

RUNCTL_BILL_CAL

BEN701

FSA Benefit Table Listing

Lists information in the Flexible Spending Account Table. Use this report to verify that you have correctly updated and made changes to the table.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Flexible Spending Account

RUNCTL_BEN_LANG

BEN702

Flat Rate Table

Prints information from the Flat Rate Table, where you define rates to be charged per selected frequency for a particular benefit program/plan.

Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Flat Rate

RUNCTL_ASODATE_BEN

BEN703

Disability Plan Table Listing

Prints information from the Disability Plan Table.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Disability Plan

RUNCTL_BEN_LANG

BEN704

Age-Graded Rate Table Listing

The Age Coverage Table report lists the effective dates of the rates and rating factors such as age ranges, sex, and smoker/non-smoker by employer and worker for each set of your age-graded rates.

Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Age Coverage Rate

RUNCTL_BEN_LANG

BEN705

Life AD/D Table Listing

Prints information from the Life AD/D Plan Table, including plan type, plan name, benefit plan ID and name, effective date, coverage, flat amount, rating factor, and group code.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Life AD/D Plan Table

RUNCTL_BEN_LANG

BEN707

Savings Plan/ Investment Table

Prints information from the Savings Plan Table, including savings plan type, benefit plan, effective date, employer investment matching option, and the terms of the worker deductions and employer contributions and investment options.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Savings Plan

RUNCTL_BEN_LANG

BEN708

Calculation Rules Tbl Listing

Lists calculation rules information by calculation rule ID.

Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Calculation Rules

RUNCTL_BEN_LANG

BEN709

Benefit Plan Table Listing

Prints information from the Benefit Plan Table, including effective date, description, provider ID and name, default deduction code and name, and the indicator for non-discrimination testing.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Benefit Plan

RUNCTL_BEN_LANG

BEN710

Leave Plan Table Listing

Prints information from Leave Plan Table page 1, including plan type, plan name, benefit plan name and ID, effective date, accrual process date, accrual frequency, service interval, special calculations, year the plan begins, and the maximum leave balance and carryover allowed.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Leave Plan- Basic Attributes

RUNCTL_BEN_LANG

BEN710A

Leave Plan Table (Svc Rates)

Prints information from Leave Plan Table pages 2 and 3, including each plan type and its name and ID, effective date, service interval, separate service rate values and bonus values, pay versus time, pay at term, term pay percent, negative balances allowed, and individual first year rate values.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Leave Plan-Accrual and Bonus

RUNCTL_BEN_LANG

BEN711

Retirement Plan Table Listing

Lists information from the Retirement Plan Table, where you define retirement plans for the California Public Employees Retirement System (PERS).

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Retirement Plan

RUNCTL_BEN_LANG

BEN713

Benefit Program

Prints information from the Benefit Program Table, including associations between benefit programs and plans, rates, calculation rules, dependent rules, and payroll rules. This report serves as an audit trail for the information defined on the Benefit Program table.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Benefit Program

RUNCTL_BEN713

BEN714

Service Rate Table Listing

Prints information about each service rate ID, including effective date, pay frequency, rate per unit, service intervals, total rate, employer portion, and worker portion. This report serves as an audit trail for the information defined on the Service Rate table.

Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Service Rate

RUNCTL_BEN_LANG

BEN715

Vacation Buy/Sell Plan Listing

Prints each vacation buy/sell plan type name and ID and its effective date, buy/sell description, earnings type, pay frequency, vacation hours (increments, minimum, and maximum), and the percent of salary and maximum vacation amounts. This report serves as an audit trail for the information defined on the Vacation Buy/Sell table.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Vacation Buy/Sell

RUNCTL_BEN_LANG

BEN716CN

Pension Plan Table Listing 1

Prints information from the Canadian Pension Plan Table, including plan type and name, benefit plan and name, effective date, special accumulator code, pension plan type, voluntary contributions indicator, credit CPP indicator, RCT registration number, contribution percentage, and the worker and employer percentages for contributions up to YMPE and over YMPE.

This report serves as an audit trail for the information defined on the Canadian Pension Plan tables.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Pension Plan–Canada- Basic

RUNCTL_BEN_LANG

BEN717CN

Pension Plan Table Listing 2

Prints information from the Canadian Pension Plan Table, including plan type and name, benefit plan and name, effective date, contribution rate type, the pension rate earnings limit, and the worker and employer percentages for contributions up to YMPE and over YMPE.

This report serves as an audit trail for the information defined on the Canadian Pension Plan tables.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Pension Plan-Canada-Rates

RUNCTL_BEN_LANG

BEN718CN

Pension Plan Table Listing 3

Prints information from the Canadian Pension Plan Table, including plan type and name, benefit plan name and ID, effective date, special accumulator, pension plan type, if voluntary contribution is allowed, pension administration percentage under and over the YMPE, pension administration earnings that are excluded, benefit entitlement ceiling, and the pension administration annual base hours.

This report serves as an audit trail for the information defined on the Canadian Pension Plan tables.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Pension Plan-Canada-Limits

RUNCTL_BEN_LANG

BEN720

FMLA Plan Table Listing

Prints information from the FMLA Plan Table, including FMLA calendar type, eligibility criteria, and the annual leave entitlement. This report serves as an audit trail for the information defined on the FMLA Plan table.

Set Up HRMS, Product Related, Base Benefits, FMLA (Family Medical LV), FMLA Plan Table Report

RUNCTL_BEN_LANG

BEN721

Limit Table List.

Prints information from the Limit Table, where you define government regulations that limit the amount that a participant can contribute or receive from a qualified plan. This report serves as an audit trail for the information defined on the Limit table.

Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Limit Table

RUNCTL_ASODATE_BEN

BEN731

Salary Rate Table

Lists information from the Salary Rate Table, where you define a percentage of salary for flexible credit options and deduction calculations. Includes effective dates of the salary percentages for a rate ID. This report serves as an audit trail for the information defined on the Salary Rate table.

Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Salary Rate

RUNCTL_ASODATE_BEN

BEN733

Base Benefit Audit Report

Summarizes potential worker data error conditions as related to Base Benefits business process.

Includes workers without Employment records, workers without Job records, workers under 16 years old, workers with unusual dependents signed up for coverage, workers with spouses (or other dependents) both electing health benefits, workers with overage dependent coverage, and workers with incorrect health plans set up on the Benefit Program Table.

Benefits, Reports, Audits, Base Benefits Consistency Audit

RUNCTL_BEN_LANG

BEN734

Court Orders Audit Report

Lists workers not compliant with court-ordered dependent benefit coverage or minimum spousal coverage.

Benefits, Reports, Audits, Court Ordered Coverage Audit

RUNCTL_BEN734

BEN740

Billing Calendar Table Listing

Use this report to list of generated billing periods. It is also a quick reference for payment due information by billing period.

Displays the following information for each billing period: billing period identifier, begin/end dates, payment due date, COBRA payment due date, calculation run (y/n) and statements printed (y/n).

Set Up HRMS, Product Related, Base Benefits, Billing, Calendar Report

RUNCTL_BEN_LANG

CBR001

COBRA Qualify Ltr

Generates letters that display a qualified COBRA participant's terminating health coverage, qualified COBRA coverage, and the response dates by which he or she must return the election or waive request. It also includes an enrollment form.

Benefits, Administer COBRA Benefits, Manage Automated Participation, Create Initial Letter

RUNCTL_CBR001

CBR002

COBRA Secondary Notification Letter

Generates letters that display information about the extension of COBRA continuation coverage for COBRA participants who have experienced secondary qualifying events.

Benefits, Administer COBRA Benefits, Manage Automated Participation, Create Secondary Letter

RUNCTL_CBR002

CBR003

COBRA Termination Letter

Generates letters that inform COBRA participants that their COBRA coverage is about to expire.

Benefits, Administer COBRA Benefits, Terminate COBRA Coverage, Create Termination Letter

RUNCTL_CBR003

CBR004

COBRA Open Enrollment Letter

Provides Open Enrollment forms for COBRA participants.

Benefits, Administer COBRA Benefits, Create Open Enrollment Letter

RUNCTL_CBR004

CBR005

COBRA Event Summary

Lists all workers for whom a COBRA event occurred, along with the event status.

Benefits, Administer COBRA Benefits, Review Processing Results, Event Summary Report

RUNCTL_CBR005

CBR006

COBRA Enrollment

Lists all COBRA participants and their current elections, including coverage begin dates.

Benefits, Administer COBRA Benefits, Review Processing Results, Enrollment Report

RUNCTL_CBR006

CBR007

COBRA Audit

Displays active workers enrolled in COBRA health coverage; workers and spouses (or other dependents) electing health benefits for the same dependent ID; and workers who have overage dependents.

Benefits, Administer COBRA Benefits, Review Processing Results, Audit Report

RUNCTL_ASODATE_BEN

CBR008

COBRA Administration Error

Displays errors in the COBRA process, including COBRA event conflicts, lack of eligible benefit program or multiple eligible benefit programs, or duplicate COBRA events.

Benefits, Administer COBRA Benefits, Review Processing Results, Error Report

RUNCTL_CBR008

FGPY017

(USF) FEHB Reconciliation

Federal agencies are required to send quarterly reports to major FEHB providers. These reports allow the provider to compare their enrollment records with that of the federal agency. They also provide total headcount and premium amounts.

Benefits, Interface with Providers, FEHB Reconciliation Report

GVT_RUN_FGPY017

NDT004

401 Nondiscrimination Testing

Lists output from the 401(k) Nondiscrimination Testing SQR (NDT002) and from the 401(m) Nondiscrimination Testing SQR (NDT003).

Benefit, Conduct Nondiscrimination Tsts, Section 401 Testing, 401 Testing Report

RUNCTL_NDT004

NDT008

129 Nondiscrimination Testing

Lists the results of three Section 129 Nondiscrimination Testing SQRs:.

NDT005: Eligible Cross Section Test (eligible employees test)

NDT006: 55% Average Benefits Test

NDT007: Concentration Test (5% Owner Test)

Benefit, Conduct Nondiscrimination Tsts, Section 129 Testing, 129 Testing Report

PRCSRUNCTL

PAY031

Deductions and Benefits Register

Reports deductions taken, sorted by deduction code

Benefits, Reports, Contributions and Deductions, PI Benefit Deductions Register

RUNCTL_PAYINIT2

PAYVNDR

Provider/Vendor

Lists information from the Provider/Vendor table, including provider name and ID, provider effective date, provider address, and a separate address line for premium payment, where applicable.

Set Up HRMS, Product Related, Base Benefits, Plan Reports, Provider/Vendor Listing

RUNCTL_PAYVNDR

RDED001

Retroactive Deductions Requested - 'Not Processed Status

Lists retroactive deduction requests that have not been processed.

Payroll for North America, Retroactive Payroll, Reports, Retro Benefit/Deduction Rpts, Retro Ben/Ded Pending Request Summry

RUNCTL_RTRODED1

RDED002

Retroactive Deductions in Progress - 'Calculate Status'

Lists retroactive deduction requests that have been processed.

Payroll for North America, Retroactive Payroll, Reports, Retro Benefit/Deduction Rpts, Retro Ben/Ded Calculations

RUNCTL_RTRODED1

RDED002B

Retro Ben/Ded Summary

Summarizes retroactive deduction request information by emplID. Includes deduction type, deduction amount (old and new), and recalculated deduction amounts with the total due to or due by the worker.

Payroll for North America, Retroactive Payroll, Reports, Retro Benefit/Deduction Rpts, Retro Ben/Ded Load Summary

RUNCTL_BEN_LANG

RDED003

Retroactive Deductions Audit Rpt - 'Loaded to Paysheet' Status

Summarizes retroactive deduction information for requests loaded to the payroll system. Includes deduction type, deduction amount (old/new) and recalculated deduction amounts with total due to and/or due by the worker.

Payroll for North America, Retroactive Payroll, Reports, Retro Benefit/Deduction Rpts, Retro Benefit/Ded Load Audit

RUNCTL_RTRODED3

RDED004

Retroactive Ben/Ded Terms Calculated (Terminated Employees Loaded)

Summarizes retroactive deduction information for requests loaded to the payroll system for terminated workers. Includes deduction type, deduction amount (old/new) and recalculated deduction amounts with total due to and/or due by the worker.

Payroll for North America, Retroactive Payroll, Reports, Retro Benefit/Deduction Rpts, Retro Benefit/Ded Terminations

RUNCTL_RTRODED3

Click to jump to top of pageClick to jump to parent topicManage Commitment Accounting Reports

Report ID and Report Name

Description

Navigation

Run Control Page

BUD001

Department FTE

Run a Department FTE (department full time equivalent) report, which captures the difference between full time equivalent caps and FTE actuals for each department.

Set Up HRMS, Product Related, Commitment Accounting, Reports, Department FTE

RUNCTL_FRMTHRU_DPT

BUD004

Fiscal Year Budget

Produces a report that displays budget level definition for taxes, deductions, and earnings. Also reports the actuals to-date for the budget level, and the FTE (full-time equivalency) cap and maximum for the department.

See Defining Fiscal Year Budgets.

  • Payroll for North America, Payroll Distribution, Commitment Accounting USA, Fiscal Year Budget Report, Fiscal Year Budget Report

  • Payroll for North America, Payroll Distribution, Commitment Accounting CAN, Fiscal Year Budget Report, Fiscal Year Budget Report

RUNCTL_BUD004

BUD009

Encumbrance Messages

Run an Encumbrance Message report, which provides information on encumbrance processing error messages.

Before using this page, you must have run the encumbrance processes

Set Up HRMS, Product Related, Commitment Accounting, Reports, Encumbrance Messages

RUNCTL_BUD009

BUD011

Funding Summary

Run a Funding Summary Report page, which lists a summary of funding information for positions or workers within a department. This report can also print information about a specific position or worker when you enter worker or position information as a run control.

Before using this page, you must have set up funding information for the departments on which you are reporting.

  • Set Up HRMS, Product Related, Commitment Accounting, Reports, Funding Summary Report CAN

  • Set Up HRMS, Product Related, Commitment Accounting, Reports, Funding Summary Report USA

RUNCTL_BUD011C

RUNCTL_BUD011

BUD012

FTE Rollup

Run an FTE Rollup report, which provides a detailed listing of total filled and vacant FTE (full time equivalent) counts by department.

Set Up HRMS, Product Related, Commitment Accounting, Reports, Full-Time Equivalent Rollup Report

RUNCTL_BUD012

BUD020

Retro Distribution

Report on the paychecks that have been modified using retroactive distribution. The report displays the old and the modified check data.

  • Payroll for North America, Payroll Distribution, Commitment Accounting CAN, Retro Distribution Audit Rpt

  • Payroll for North America, Payroll Distribution, Commitment Accounting USA, Retro Distribution Audit Rpt

RUNCNTL_BUD020

HPCA010

Predistribution Audit

The Predistribution Audit report audits payroll and configuration data and identifies any errors that could be encountered when you run the Actuals Distribution or Actuals GL Interface processes.

Run the Predistribution Audit report after you've run the Paysheet Create process, but before running the Actuals Distribution process.

  • Payroll for North America, Payroll Distribution, Commitment Accounting CAN, Predistribution Audit Report

  • Payroll for North America, Payroll Distribution, Commitment Accounting USA, Predistribution Audit Report

HP_RUNCTL_PDAUDIT

HPCA012

Fringe and Gross Report

Reports on the Pay Check Distribution records. Run after you've completed the Pay Check distribution process.

You must set up column definitions and run the Fringe Gross Load process before running the Fringe and Gross report.

Payroll for North America, Payroll Distribution, GL Interface Reports, Gross and Fringe

HP_RCTL_GRSFR_RPT

PAY059

Encumbrance Accounting Line

Print details of encumbrance transactions that interface with PeopleSoft Enterprise General Ledger or Commitment Control.

Payroll, Payroll Distribution, GL Interface Reports, Encumbrance Accounting Line, Encumbrance Accounting Line Report

RUN_PAY059

PAY061

Employee Budget Check Log

Print details of employee budget check logs.

Payroll, Payroll Distribution, GL Interface Reports, Employee Budget Check Log, Employee Budget Check Log

RUN_PAY061

PAY062

Position Budget Check Log

Print details of position budget check logs.

Payroll, Payroll Distribution, GL Interface Reports, Position Budget Check Log, Position Budget Check Log

RUN_PAY062

PAY063

Budget Check Error

Create a report listing Document IDs that do not have a valid budget check status.

Payroll, Payroll Distribution, GL Interface Reports, Budget Check Error, Budget Check Error

RUN_PAY063

Click to jump to top of pageClick to jump to parent topicManage French Profit Sharing Reports

Report ID and Report Name

Description

Navigation

Run Control Page

WP0001FR

Individual Report

Provides workers with details of their profit sharing amount when these are calculated, or when a worker leaves the organization. This report can be delivered with the worker's payslip.

Compensation, Profit-Sharing FRA, Manage Profit Sharing, Individual Report

RUNCTL_WP_IND_RPT

WP0002FR

Agreement Report

This report is for administrators and lists all the workers that are eligible for a selected agreement and includes the status of the workers' funds, gross and net profit sharing amount, deductions, and investment method.

Compensation, Profit-Sharing FRA, Manage Profit Sharing, Agreement Report

RUNCTL_WP_AGRT_RPT

Click to jump to top of pageClick to jump to parent topicManage French Public Sector Reports

Report ID and Report Name

Description

Navigation

Run Control Page

FP_PROM

Promotable Employees

Lists the workers promotable by a given date. To be launched after the FPA800 SQR. (XMLP, Crystal)

Workforce Administration, Collective Processes, Identify Promotable Empls FPS, Promotable Employees Report

RUNCTL_FPAPROM

FPA_CARB

Career Simulation

Lists the simulated career data after reclassification or simulation of step increment.

Workforce Administration, Collective Processes, Manage Advancement FPS, Career Simulation Report

RUNCTL_FPACRYSTAL3

FPA025

Rating

Lists workers that have been evaluated and those who have not.

Workforce Development, Career Planning, Prepare Evaluation/Career Plan, Review Evaluation Status FPS

RUNCTL_FPA025

FPA030

Adjustment Constant

Calculates and reports the adjustment constant per reviewer in a given corps

Workforce Development, Career Planning, Prepare Evaluation/Career Plan, Calc Adjustment Constant FPS

RUNCTL_FPA030

FPA110

Edit Individual Orders

Edits all individual orders for a period, status and action code.

Workforce Administration, Workforce Reports, Individual Orders Edit FPS

RUNCTL_FPA110J

FPA110

Edit Collective Orders

Edits all collective orders for a period, status and action code.

Workforce Administration, Workforce Reports, Collective Orders FPS

RUNCTL_FPA110C

FPA115

Collective Order Number Updating

Attributes a number to collective orders.

Workforce Administration, Workforce Reports, Collective Order Updates FPS

RUNCTL_FPA115

FPA400

Part-Time Schedule

Lists part-time workers, whose part-time will end soon

Workforce Administration, Workforce Reports, Part-Time Schedule FPS

RUNCTL_FROMTHRU

FPA405

Current PPd Schedule

Lists workers nearing the end of their probation period.

Workforce Administration, Collective Processes, Identify Promotable Empls FPS, Current Probation Schedule Rpt

RUNCTL_FROMTHRU

FPA-AFFE

Assignment − Request tbc

Lists requests for assignment changes that need to be approved

Workforce Administration, Workforce Reports, Assignment − Request tbc FPS

RUNCTL_FPACRYSTAL1

FPA-CARR

Career-Request tbc

Lists requests for career changes that need to be approved

Workforce Administration, Workforce Reports, Career − Request tbc FPS

RUNCTL_FPACRYSTAL1

FPACNTR

Contribution Call Letters

Contribution call letters contain the worker's address and the contribution amounts. Launch this report after FPA1100 SQR.

Workforce Administration, Collective Processes, Contribution Call Letter FPS

RUNCTL_FPA1150

FPACNTR2

Contribution Call Letters

See above.

Workforce Administration, Collective Processes, Contribution Call Letter FPS

RUNCTL_FPA1150

FPAEE_CA

Employee Career/Action

Lists worker career data. (XMLP, Crystal)

Workforce Administration, Job Information, Reports, Employee Career/Action FPS

RUNCTL_FPACRYSTAL2

FPAEE_PO

CSPosition/Employee

Lists worker civil service position data. (XMLP, Crystal)

Workforce Administration, Job Information, Reports, CS Position/Employee FPS

RUNCTL_FPACRYSTAL2

FPAHISTA

Assignment − Request Rejected

Lists rejected assignment change requests.

Workforce Administration, Workforce Reports, Assignment − Rqst Rejected FPS

RUNCTL_FPACRYSTAL1

FPAHISTC

Career − Request Rejected

Lists rejected career change requests.

Workforce Administration, Workforce Reports, Career − Request Rejected FPS

RUNCTL_FPACRYSTAL1

FPAHISTP

CSPosition − Request Rejected

Lists rejected civil service position requests.

Workforce Administration, Workforce Reports, CSPosition − Rqst Reject FPS

RUNCTL_FPACRYSTAL1

FPAHISTS

Compensation − Request Rejected

Lists rejected compensation change requests.

Workforce Administration, Workforce Reports, Compensation − Rqst Reject FPS

RUNCTL_FPACRYSTAL1

FPAHISTW

Work Time − Request Rejected

Lists rejected work time change requests.

Workforce Administration, Workforce Reports, Work Time − Rqst Rejected FPS

RUNCTL_FPACRYSTAL1

FPA-POSI

CS Position tbc

Lists civil service change requests requiring approval.

Workforce Administration, Workforce Reports, CS Position Request tbc FPS

RUNCTL_FPACRYSTAL1

FPA_RAT

List of Employees to be Rated (employee ID)

Lists workers to be rated according to attendance time, sorted by department or grade. Launch this report after FPA1200 SQR.

Workforce Development, Career Planning, Prepare Evaluation/Career Plan, Empl to be Rated Report FPS

RUNCTL_FPA1210

FPARAT2

List of Employees to be Rated (employee/department list)

See above.

Workforce Development, Career Planning, Prepare Evaluation/Career Plan, Empl to be Rated Report FPS

RUNCTL_FPA1210

FPA-REMU

Compensation − Request tbc

Lists compensation change requests requiring approval.

Workforce Administration, Workforce Reports, Compensation − Request tbc FPS

RUNCTL_FPACRYSTAL1

FPA-TDTR

Work Time − Request tbc

Lists work time change requests requiring approval.

Workforce Administration, Workforce Reports, Work Time − Request tbc FPS

RUNCTL_FPACRYSTAL1

FPMACT1

Action List − Report 1

Lists action definition part 1.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Action List − Report 1

PRCSRUNCNTL

FPMACT2

Action List − Report 2

Lists action definition part 2.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Action List − Report 2

PRCSRUNCNTL

FPMACTLE

Actions/CS Position

Lists actions authorized by civil service position.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Actions/CS Position

PRCSRUNCNTL

FPMACTPR

Retro Prcs Action Rules

Lists the retroactivity rules for action codes.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Retro Prcs Action Rules

PRCSRUNCNTL

FPMACTST

Actions/Status

Lists actions authorized by status.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Actions/Status

PRCSRUNCNTL

FPMBUISN

Occupation

Lists occupation codes.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Occupation

PRCSRUNCNTL

FPMCORPS

Corps

Lists corps definitions.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Corps

PRCSRUNCNTL

FPMINDEX

Index Value

Lists index/amount values.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Index Value

PRCSRUNCNTL

FPMJOBCD

Job Code

Lists job code definitions.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Job Code

PRCSRUNCNTL

FPMLEGAL

Civil Service Position

Lists civil service position definitions.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Civil Service Position

PRCSRUNCNTL

FPMPOINT

Type of Point

Lists type of point definitions.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Type of Point

PRCSRUNCNTL

FPMRANK1

Grade List − Report 1

Lists grade definition part 1.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Grade List − Report 1

PRCSRUNCNTL

FPMRANK2

Grade List − Report 2

List grade definition part 2.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Grade List − Report 2

PRCSRUNCNTL

FPMSALST

Sal Grade Table/Scale-Steps

Lists salary grade table − steps.

Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Sal Grade Table/Scale-Steps

PRCSRUNCNTL

Click to jump to top of pageClick to jump to parent topicManage Labor Administration Reports

Report ID and Report Name

Description

Navigation

Run Control Page

FGHR015

(USF) Union Membership

(For U.S. federal government users) Lists each union organization and the workers who are members.

Before you run this report you must run the Refresh Employees Table process.

Workforce Administration, Labor Administration, Reports, Union Membership USF

PRCSRUNCNTL

HRLAY001

Layoff Roster

Report on the setup and roster list information of a layoff roster.

Workforce Administration, Labor Administration, Reports, Layoff Roster Report

HR_RUNCTL_LAY001

HRLAY002

Bumping

This report displays worker Job Data history and job hierarchy enabling you to determine who has bumping rights in the event of a layoff.

Workforce Administration, Labor Administration, Reports, Bumping Report

HR_RUNCTL_LAY002

HRLAY003

Seniority

lists workers, their seniority dates, and the values for those dates.

Workforce Administration, Labor Administration, Reports, Seniority Report

HR_RUNCTL_LAY003

HRLAY004

Candidate List

This report lists the workers with recall rights that have not expired.

Workforce Administration, Labor Administration, Candidate List Report

HR_RUNCTL_LAY004

HRLAY005

Recall Roster

Report on the setup and roster list information of a recall roster.

Workforce Administration, Labor Administration, Recall Roster, Recall Roster Report

HR_RUNCTL_LAY005

HRLAY006

Layoff Roster Post Processing

When you process a layoff from the Process Layoff page, the process generates this report, listing those workers laid off.

Note. The layoff process does not produce this report when you select the Auto Reinstatement check box on the Layoff Process page.

Workforce Administration, Labor Administration, Layoffs and Recalls, Layoff Roster, Layoff Roster List

Click the Run Layoff Process button.

HR_RUNCTL_LAY

HRLAY007

Recall Rights Post Processing

  • When you process a layoff from the Process Layoff page, the process generates this report, listing those workers who have received recall rights.

    Note. The layoff process does not produce this report when you select the Auto Reinstatement check box on the Layoff Process page.

  • When you process a recall or reinstatement from the Recall/Reinstatement page, the process generates this report, listing the recall rights of the workers who were rehired.

  • Workforce Administration, Labor Administration, Layoffs and Recalls, Layoff Roster, Layoff Roster List

    Click the Run Layoff Process button.

  • Workforce Administration, Labor Administration, Layoffs and Recalls, Recall Roster, Recall Candidate List

    Click the Run Recall Process button.

  • Workforce Administration, Labor Administration, Layoffs and Recalls, Reinstatement Roster, Reinstatement Candidate List

    Click the Run Reinst Process button.

HR_RUNCTL_LAY

HR_RUNCTL_REINSTAT

HRLAY008

Recall Post Processing

When you process a recall or reinstatement from the Recall/Reinstatement page, the process generates this report, listing those workers recalled or reinstated.

  • Workforce Administration, Labor Administration, Layoffs and Recalls, Recall Roster, Recall Candidate List

    Click the Run Recall Process button.

  • Workforce Administration, Labor Administration, Layoffs and Recalls, Reinstatement Roster, Reinstatement Candidate List

    Click the Run Reinst Process button.

HR_RUNCTL_REINSTAT

OHS002

Discipline Action Summary

Summarizes all disciplinary actions taken against workers within a specified date range. The report itemizes actions by date, by incident, and by worker. (XMLP, Crystal)

Workforce Administration, Labor Administration, Reports, Discipline Action Summary

RUNCTL_OHS_FROMTO

OHS004

Grievance Detail

Lists the detailed grievance information for a formally filed grievance against the company. (XMLP, Crystal)

Workforce Administration, Labor Administration, Reports, Grievance Detail

RUNCTL_OHS_NONE

OHS005

Employee Disciplinary Action

Lists the detailed disciplinary action information for specific workers.

Workforce Administration, Labor Administration, Reports, Employee Disciplinary Action

RUNCTL_OHS005

OHS006

Grievance Summary

Summarizes the grievances filed against the company, along with the associated actions and resolutions. (XMLP, Crystal)

Workforce Administration, Labor Administration, Reports, Grievance Summary

RUNCTL_OHS_FROMTO

PER009

Union Membership

(For users in the USA and Canada) Lists each union organization and the workers who are members.

Run the Refresh Employees Table process before running this report.

Workforce Administration, Labor Administration, Reports, Union Membership

PRCSRUNCNTL

PER053

ITA Equal Opportunities

Submitted every two years and consists of eight different tables. All companies with 100 or more workers are required to submit this report.

Workforce Administration, Labor Administration, Reports, Equal Opportunities ITA

RUNCTL_PER053

PER055

Union Fees

(ESP) Shows the workers and fees per union and month.

Workforce Administration, Labor Administration, Reports, Union Fees ESP

RUNCTL_PER055_ESP

PER059

Union Report ITA

(ITA) There are two Italian union reports. You can run a union report generating a list of workers and worker information by union. You can also run a union report listing the number of workers belonging to each union, sorted by category.

Workforce Administration, Labor Administration, Reports, Union Report ITA

RUNCTL_PER059

PER061

Labor Relations Letters

Generates various labor relations letters based on data supplied and the type of letter selected.

Workforce Administration, Labor Administration, Reports, Labor Relations Letters

RUNCTL_PER061

WP001

Employees Due Advancement

Create a list of all of the workers that the Process Wage Progression process will advance.

Workforce Administration, Labor Administration, Wage Progression, Process Wage Progression, Process Wage Progression

RUN_UPD_WP_ADVC

WP002

Exceptions

Lists all workers within a Wage Progression Run ID group that have unacknowledged exceptions and indicates the exception type.

Workforce Administration, Labor Administration, Wage Progression, Wage Progression Exception Rpt, Exceptions Report

RUN_WP002

Click to jump to top of pageClick to jump to parent topicManage Positions Reports

Report ID and Report Name

Description

Navigation

Run Control Page

FGHR025

(USF) Active/Inactive Position

Lists the current position-related data for active positions, inactive positions, or both, depending on which you select to run. (Crystal)

Organizational Development, Position Management, Position Reports, Active/Inactive Positions USF

RUNCTL_FGHR025

FGHR026

(USF) Incumbent History

Lists, by position, all current and former incumbents in the organization, beginning with the current incumbent for each position and going back in time. Prints entry and exit dates for each incumbent, and starting and ending salaries. (SQR)

Organizational Development, Position Management, Position Reports, Incumbent History USF

RUNCTL_FGASOFDT

FGHR027

(USF) Active Position History

Lists all current and historical data related to a position, for all active positions in the organization. (SQR)

Organizational Development, Position Management, Position Reports, Active Position History USF

RUNCTL_FGASOFDT

FGHR028

(USF) Exception/Override

Audits the data in fields that match in the Position Data component and the current incumbent Job Data component. (SQR)

Organizational Development, Position Management, Position Reports, Exception Override USF

RUNCTL_FGHR028

FGOCC800

(USF) Occupation Series

Provides the details of the Occupational Series table. (Crystal)

Organizational Development, Position Management, Position Reports, Occupation Series USF

PRCSRUNCNTL

FGOF8

(USF) OF8 Report

This optional form provides a standardized mechanism to identify position information such as title, occupational series, grade, organizational structure, certification blocks, and other position related information.

Organizational Development, Position Management, Position Reports, OF8 Report USF

RUNCTL_FGOF8

FGPER815

(USF) Position Title Table

Generates a listing of the Position Title Table records. (XMLP, Crystal)

Organizational Development, Position Management, Position Reports, Position Title Table USF

PRCSRUNCNTL

FGPER823

(USF) Job Code

Print a list of all the job codes with effective dates.

Organizational Development, Position Management, Position Reports, Job Code USF

PRCSRUNCNTL

FGHR010

(USF) Vacant Position

Lists all currently vacant, budgeted positions in your organization.

Organizational Development, Position Management, Position Reports, Vacant Position USF

RUNCTL_FGHR010

POS001

Position Status

Inventories the types of positions in your organization, and lists all filled and vacant positions. (SQR)

Organizational Development, Position Management, Position Reports, Position Status

RUNCTL_ASOFDATE

POS002

Active/Inactive Positions

Lists the current position-related data for active positions, inactive positions, or both, depending on which you select to run. (XMLP, Crystal)

Organizational Development, Position Management, Position Reports, Active/Inactive Positions

RUNCTL_POS002

POS003

Incumbent History

Lists, by position, all current and former incumbents in the organization, beginning with the current incumbent for each position and going back in time. Prints entry and exit dates for each incumbent, and starting and ending salaries. (SQR)

Organizational Development, Position Management, Position Reports, Incumbent History

RUNCTL_ASOFDT_COMP

POS004

Active Position History

Lists all current and historical data related to a position, for all active positions in the organization. (SQR)

Organizational Development, Position Management, Position Reports, Active Position History

RUNCTL_ASOFDATE

POS006

Create Organizational Report

Provides a visual representation of reporting relationships among positions by level, if any, in the organization. (SQR)

Before you can run this report, you must run the utility Build Position Structure, which links the positions in the system and creates the reporting hierarchy represented in this report.

Organizational Development, Position Management, Create Organizational Structure, Create Organizational Report

RUNCTL_POS006

POS006A

Build Position Structure

Links the positions in the system and creates the reporting hierarchy represented in the Create Organizational Report. (SQR)

Organizational Development, Position Management, Create Organizational Structure, Build Position Structure

RUNCTL_ASOFDATE

POS007

Vacant Position

Lists all currently vacant, budgeted positions in your organization. (XMLP, SQR)

Organizational Development, Position Management, Position Reports, Vacant Position

PRCSRUNCNTL

POS008

Exception/Override

Audits the data in fields that match in the Position Data component and the current incumbent Job Data component. (SQR)

Organizational Development, Position Management, Position Reports, Exception/Override

RUNCTL_POS008

Click to jump to top of pageClick to jump to parent topicManage Professional Compliance Reports

Report ID and Report Name

Description

Navigation

Run Control Page

PCMP002

Compliance Plan

Provides complete details of a company's compliance plan.

Workforce Monitoring, Professional Compliance, Reports, Company Compliance Plan

RUN_CNTL_PCMP2

PCMP003

RI Observation

Provides complete details of a regulated individual observation.

Workforce Monitoring, Professional Compliance, Reports, RI Observation

RUN_CNTL_PCMP3

PCMP004

RI Review

Provides complete details of a regulated individual review.

Workforce Monitoring, Professional Compliance, Reports, RI Review

RUN_CNTL_PCMP4

Click to jump to top of pageClick to jump to parent topicManage Profiles Reports

Report ID and Report Name

Description

Navigation

Run Control Page

CMM007

Licenses, Certificates Renewal

Lists which workers need to renew a license or certificate.

Workforce Development, Profile Management, Reports, Licenses/Certificate Renewal

RUNCTL_CMM007

JPM_CATI_RPT

Content Catalog Listing

Lists the content items that have been set up for a selected content type or for all content types.

Set Up HRMS, Product Related, Profile Management, Content Catalog, Content Catalog Listing

JPM_CATLIST_RPT

JPM_JPNP_RPT

Non-Person Profile

Generate a PDF file for each non-person profile listed in the run parameters.

Workforce Development, Profile Management, Reports, Non-Person Profile Report

JPM_NPPROF_RPT

JPM_JPPP_RPT

Person Profile

Generate a PDF file for each person listed in the run parameters. Each report shows all items in the person's profile that are effective as of the date specified in run parameters.

Workforce Development, Profile Management, Reports, Person Profile Report

JPM_PPROF_RPT

NVQ001

(GBR) UK NVQ - Employee Status

Lists workers assigned to an NVQ and their status. (XMLP, Crystal)

Workforce Development, Profile Management, NVQ Reports UK, Employee Status

PRCSRUNCNTL

NVQ002

(GBR) UK NVQ - Unit Listing

Lists all defined NVQ units. (XMLP, Crystal)

Workforce Development, Profile Management, NVQ Reports UK, Unit Listing

PRCSRUNCNTL

NVQ003

(GBR) UK NVQ - NVQ Listing

Lists all defined NVQ units. (XMLP, Crystal)

Workforce Development, Profile Management, NVQ Reports UK, NVQ Listing

PRCSRUNCNTL

NVQ004

(GBR) UK NVQ − Unit/Element Listing

Lists the elements associated with NVQ units. (XMLP, Crystal)

Workforce Development, Profile Management, NVQ Reports UK, Unit/Element

PRCSRUNCNTL

NVQ006

(GBR) UK NVQ - Employee Plan

Summarizes a worker's NVQ Unit plan. First run the NVQ - Initialize Plan process to generate this report. (XMLP, Crystal)

Workforce Development, Profile Management, NVQ Reports UK, Employee Plan

PRCSRUNCNTL

PER011

Competency Inventory

Lists workers in a department and their competencies.

Run the Refresh Employees Table process before running this report to include any new workers and their associated competencies. Use the same Run Control ID for both the Refresh Employee Table process and the Competency Inventory report.

Workforce Development, Profile Management, Reports, Competency Inventory

RUNCTL_PER011

PER034

Internal Resume

Creates a resume-like document from the data contained in the employee's PERSON profile and other information. Sections of the report include: name and address, prior work history, education, salary history, job performance, training, special projects, competencies, languages, citizenship, visa/work permits, licenses and certificates, professional memberships, and honors and awards

Workforce Development, Profile Management, Reports, Internal Resume

RUNCTL_PER034

Click to jump to top of pageClick to jump to parent topicManage Variable Compensation Reports

Report ID and Report Name

Description

Navigation

Run Control Page

VC001

Actual Award Report

Run the Actual Awards report after the system publishes the awards for payout. This report shows any modifications that you made to the award on the Award Allocations page.

Compensation, Variable Compensation, Award Reports, Actual Awards

RUNCTL_VC_REP

VC002

Budget Report

Helps you calculate how much funding to allocate to a plan.

Compensation, Variable Compensation, Variable Comp Reports, Budget

RUNCTL_VC_REP

VC003

Calculate Awards Report

View the results of the Award Calculation process.

Compensation, Variable Compensation, Award Reports, Calculate Awards

RUNCTL_VC_REP

VC004

Carryover Report

View the carryover balances. The detailed report lists all workers in a plan by group and their carryover balances. The summary report lists the total carryover balance for each group, as well as the totals for the plan.

Compensation, Variable Compensation, Award Reports, Carryovers

RUNCTL_VC_REP

VC005

Employee History Report

For each worker, the report lists target values, award values, and units by plan and payout period. It also prints the total values and units for each plan. In addition, select to print each worker's grand total values for all plans.

Compensation, Variable Compensation, Award Reports, Employee History

RUNCTL_VC_EEHIS_RP

VC006

Funding Allocation Report

After you allocate funds to groups, use the optional Funding Allocations report to review and evaluate the distribution of funds to all of the groups in the plan. The report lists all data as summary information at the group level.

Compensation, Variable Compensation, Variable Comp Reports, Funds Allocation

RUNCTL_VC_REP

VC007

Guarantee Report

View the worker guarantees. The detailed report lists all workers in a plan by group and their guarantees. The summary report lists the total guarantees for each group, as well as the totals for the plan.

Compensation, Variable Compensation, Variable Comp Reports, Guarantee

RUNCTL_VC_REP

VC008

Non Monetary Report

Track the number of units awarded under a plan and the value to workers. The report lists only awards that are beyond the status of Initial Calculation. The detailed report lists all workers in a plan by group, their target values, their calculated awards, their actual award in non-monetary units, and their actual awards as a monetary value. The summary report lists the total non-monetary units for each group, as well as the totals for the plan.

Compensation, Variable Compensation, Award Reports, Non Monetary

RUNCTL_VC_REP

VC009

Plan History Report

The report provides information about the plan definition and lists award values, proration, and approver information by payout period for the plan ID that you specify on the run control page.

Compensation, Variable Compensation, Award Reports, Plan History

RUNCTL_VC_REP

VC010

Variance Report

View the variance between the target award and the actual award that appears on the Award Allocations page.

The detailed report lists all workers in a plan by group, the worker's target award value, actual award value, and variance between the target and actual award. It also indicates whether the award is either the minimum or maximum payout under the plan. In addition, this report shows the total target award value, actual award value, and variance for each group and the grand total for the plan.

The summary report lists the total target award value, actual award value, and variance for each group, as well as the grand totals for the plan.

Compensation, Variable Compensation, Award Reports, Variance

RUNCTL_VC_REP

VC011

Organization and Group Goals Report

Provides the plan goal weights for the variable compensation plan ID and period ID and a list of all organization and group weighted goals in the plan with their weighting percent and attainment percent.

Compensation, Variable Compensation, Variable Comp Reports, Organization and Group Goals

RUNCTL_VC_REP

VC012

Consistency Report

Provides a list of workers who have fallen off a tree and the groups to which they belonged. The variable compensation administrator or the workers' managers can use this information to ensure that these individuals get the appropriate awards.

Compensation, Variable Compensation, Variable Comp Reports, Tree Consistency Report

RUNCTL_VC_REP

VC013

Subscription Error Report

Run the Subscription Error report after receiving workflow email notification that an erred or rejected award has been returned from PeopleSoft Enterprise Payroll for North America or PeopleSoft Enterprise Stock Administration.

Compensation, Variable Compensation, Award Reports, Subscription Errors

RUNCTL_VC_REP

VCP001

Tree Member Overlap Report

Identifies workers who exist multiple times on a tree. This enables you to validate or correct the group membership, as appropriate.

Compensation, Variable Compensation, Variable Comp Reports, Tree Member Overlap

RUNCTL_VCP001

Click to jump to top of pageClick to jump to parent topicMeet Regulatory Requirements Reports

Report ID and Report Name

Description

Navigation

Run Control Page

HRS001

Adverse Impact

Provides information on recruitment and hiring practices; compares hiring decisions for white males to ethnic minorities and females. This report includes only those individuals for whom the applicable job actions were recorded during the date range you specify on the Adverse Impact page.

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Adverse Impact

RUN_CNTL_REG

HRS002

Job Group Movement Analysis

Provides gender and ethnic group movements in and out of an organization and tracks career progression patterns.

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Job Group Movement Analysis

RUN_CNTL_REG

OHS001

OSHA-200 Log

Lists the case numbers and details of each injury and illness that occurred during a particular calendar year.

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, OSHA-200 Log

RUNCTL_CALENDARYR

PER016

EEO-1 Employer Information

Provides equal employment opportunity (EEO) information on private organizations. This report is compliant with the EEOC requirements for single and multi-establishment reporting. A single-establishment employer needs to file one report, while a multi-establishment employer must file separate reports.

Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO-1 Employer Info

RUNCTL_PER016

PER017

EEO-1 Job Analysis

Supplies standard job category counts instead of worker counts for the private sector.

Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO-1 Job Analysis Report

RUNCTL_PER017

PER019

Terminations Analysis

Analyzes terminations within your organization according to predetermined groupings of age, years of service, gender, and ethnic group. It counts workers in each group, counts terminations, and expresses both counts as a percentage of the total population of active workers. It also calculates the termination rate.

This report does not include workers whose Sex or Ethnic Group has not been indicated.

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Terminations Analysis

RUN_CNTL_REG

PER022

EE0-5 Job Analysis

Supplies standard job category counts for school-related categories.

Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO-5 Job Analysis

RUNCTL_PER022

PER024

Job Group Analysis

Analyzes the makeup of your workforce by establishment, EEO job group, job title, and salary grade. For a given job title and salary grade, the report provides totals by minorities, by gender, and by ethnicity within gender. Use this information to examine job groupings in relation to your company structure and to make changes and additions as needed.

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Job Group Analysis

RUN_CNTL_REG2

PER024A

Job Group Analysis Summary

Analyzes the makeup of your workforce by job groups within each establishment. These totals are further broken down by minority and gender, and then by ethnicity within each gender.

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Job Group Analysis Summary

RUN_CNTL_REG2

PER025

Workforce Analysis

Tracks hiring practices by department based on job titles, including the salary grade assigned to the title and the total number of workers and minorities who hold the title. Use the report to analyze patterns of discrimination in hiring practices. The report shows the percentage of minorities in each department.

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Workforce Analysis

RUN_CNTL_REG2

PER027

VETS-100 Process

The report details the number of special disabled veterans, Vietnam-era veterans, and other protected veterans in your workforce by job category and hiring location, as well as the total number of workers, special disabled veterans, Vietnam-era veterans, and other protected veterans hired during the reporting period.

Workforce Monitoring, Meet Regulatory Rqmts, VETS-100 Reports, VETS-100 Process

RUNCTL_PER027

PER027B

VETS-100 Analysis

Reports on the VETS-100 data created by the VETS-100 process.

Workforce Monitoring, Meet Regulatory Rqmts, VETS-100 Reports, VETS-100 Analysis

RUNCTL_PER027C

PER027C

Vets-100 Submit

Creates the digital file for submission to the government. You must run the VETS-100 Process before running this report.

Workforce Monitoring, Meet Regulatory Rqmts, VETS-100 Reports, VETS-100 Submit

RUNCTL_PER027C

PER030

Job Group Roster

Lists personal and job data for workers such as ethnic group, gender, date they received the title, salary grade, hourly rate, monthly rate, department name, original hire date and job title at hire. Workers are grouped by their associated job group and establishment.

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Job Group Roster

RUN_CNTL_REG2

PER031

EEO-4 State and Local Government

Provides employment counts in the prescribed format for state and local governments.

Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO-4 State/Local Govt

RUNCTL_PER031

HR_RFWPRW_AE

PRWORA - New Hire Report

Provides the criteria necessary to create the electronic report, along with a standard state (or Federal) PRWORA New Hire Report. This report is generated as an Adobe (PDF) file.

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, PRWORA-Newhire

RUN_RFWPRW_HR

PER040

IPEDS-S

The IPEDS-S (Fall Staff Survey) report is a mandatory report for U.S. higher education institutions that receive funding from a U.S. Federal government program. The report is divided into separate parts for different types of employee: full-time faculty members, other full-time employees, part-time employees, and new hires.

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, IPEDS-S

RUNCTL_PER040

See Also

PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Meet Regulatory Requirements

Click to jump to top of pageClick to jump to parent topic(AUS) Meet Regulatory Requirements Reports for Australia

Report ID and Report Name

Description

Navigation

Run Control Page

PER712AUS

ANZSCO

Prints a list of the ANZSCO reporting codes.

Workforce Monitoring, Meet Regulatory Rqmts AUS, ASCO Report

PRCSRUNCNTL

See Also

(AUS) Meeting Regulatory Requirements for Australia

Click to jump to top of pageClick to jump to parent topic(BRA) Meeting Regulatory Requirements Reports for Brazil

Report ID and Report Name

Description

Navigation

Run Control Page

BRCGED01

CAGED Report

The CAGED (Cadastro Geral de Empregados e Desempregados) report generates a file containing the monthly turnover of workers by establishment. Every establishment that has had any type of turnover (hiring, dismissing, or transferring worker that have employment contracts ruled by the Consolidated Labor Laws) is required to report that turnover to the Ministry of Labor and Employment.

Workforce Monitoring, Meet Regulatory Rqmts BRA, CAGED File/Report BRA

CAGED_RC_BRA

BREREG01

Employee Registry

The Employee Registry report generates a file containing workers' employment data, including hire date, retirement date, length of social security contributions.

Workforce Monitoring, Meet Regulatory Rqmts BRA, Employee Registry Report BRA

EMPL_REG_RC_BRA

Click to jump to top of pageClick to jump to parent topic(CAN) Meet Regulatory Requirements Reports for Canada

Report ID and Report Name

Description

Navigation

Run Control Page

PER101CN

Employment Equity

Creates an interface file to export to Canadian Employment Equity software. (SQR)

Workforce Monitoring, Meet Regulatory Rqmts CAN, Reports, Employment Equity

RUNCTL_PER101CN

PER102CN

Canadian Official Languages Data File

Creates an import file to report official languages information. (SQR)

Workforce Monitoring, Meet Regulatory Rqmts CAN, Reports, Official Language Requirements

RUNCNTL_PER102CN

PER715CN

Pay Equity Table

Lists job evaluation information. (Crystal)

Workforce Monitoring, Meet Regulatory Rqmts CAN, Reports, Pay Equity

PRCSRUNCNTL

PER716CN

National Occupation Codes

Lists the NOC codes used in categorizing your job codes. (XMLP, SQR)

Workforce Monitoring, Meet Regulatory Rqmts CAN, Reports, National Occupation Codes

PRCSRUNCNTL

See Also

(CAN) Meeting Regulatory Requirements for Canada

Click to jump to top of pageClick to jump to parent topic(FRA) Meet Regulatory Requirements Reports for France

Report ID and Report Name

Description

Navigation

Run Control Page

DIS001

Disability

Calculate the theoretical number of disabled workers who should work for the company and list the disabled workers, excluding temporary workers, trainees, and apprentices. For companies with more than 20 workers. (SQR)

Before running this report, enter the correct codes in the INSEE (National Institute for Statistic and Economic Studies) Table and the correct Disability Rate code in the External Variables Table.

Workforce Monitoring, Meet Regulatory Rqmts FRA, Required Reports, Disability

RUNCTL_DIS001_FRA

ELE001

Election

Provides the results of the staff representative elections for workers and management. (Crystal)

Workforce Monitoring, Meet Regulatory Rqmts FRA, Election Monitoring, Election Report

RUNCTL_ELE001

HRSHSFRA

Single Hiring Statement

A statutory report that is filed at the time of hiring new workers. The system uses information from your worker, company, and establishment tables to generate the report. (XMLP, Crystal)

Workforce Monitoring, Meet Regulatory Rqmts FRA, Required Reports, Single Hiring Statement

SHS_FRA_RUN_CTL

REG001FR

Monthly Workforce

Lists the monthly personnel changes for a given establishment of a company. This report is required for all organizations that employ 50 or more workers. (SQR)

Before running this report, define which contract types to include in the report using the Contract Type Group page.

Workforce Monitoring, Meet Regulatory Rqmts FRA, Required Reports, Monthly Workforce

RUNCTL_REG001_FRA

REG002FR

Personal Register

Lists workers for a given establishment of a company. Run the report for a specific establishment within an organization or for all the establishments or an organization. (SQR)

Workforce Monitoring, Meet Regulatory Rqmts FRA, Required Reports, Personal Register

RUNCTL_REG002_FRA

REG003FR

Workforce by Nationality

Provides a comprehensive analysis of the foreign workforce employed in a company. (SQR)

Workforce Monitoring, Meet Regulatory Rqmts FRA, Required Reports, Workforce by Nationality

RUNCTL_REG003_FRA

REG004FR

BIAF report

This statutory report is for workers on fixed-term contracts and details the worker's training entitlement.

Workforce Monitoring, Meet Regulatory Rqmts FRA, Required Reports, BIAF

RUNCTL_BIAF_FRA

SOC001

Employee Survey

Gives an annual snapshot of a company based on the calculation of several indicators, such as the number of workers in the organization and their average salary. (XMLP, Crystal)

Before running this report, run the process to calculate the Employee Survey indicators using the Compute Employee Survey − Employee Survey Parameters Page. Check the results of the calculation and update them on the Edit Employee Survey Page.

Workforce Monitoring, Meet Regulatory Rqmts FRA, Employee Survey, Employee Survey Report

RUNCTL_SOC001

See Also

(FRA) Meeting Regulatory Requirements for France

Click to jump to top of pageClick to jump to parent topic(GBR) Meet Regulatory Requirements Reports for the UK

Report ID and Report Name

Description

Navigation

Run Control Page

HRS001UK

Adverse Impact

Displays the breakdown of job offers versus applications by UK-specific ethnic groups and by gender.

Workforce Monitoring, Meet Regulatory Rqmts UK, Reports, Adverse Impact

RUNCTL_FROMTHRU

PER019UK

Termination Analysis

Displays the current worker count and the number of terminations.

Workforce Monitoring, Meet Regulatory Rqmts UK, Reports, Termination Analysis

RUNCTL_FROMTHRU

PER025UK

Work Force Analysis

Tracks hiring practices by department, or other organizational units, based on job titles in the department.

Workforce Monitoring, Meet Regulatory Rqmts UK, Reports, Workforce Analysis

RUNCTL_PER025UK

PER030UK

Job Group Roster

Lists your workers in job groups.

Workforce Monitoring, Meet Regulatory Rqmts UK, Reports, Job Group Roster

RUNCTL_PER030UK

PER037UK

Joint Staffing

Gives a breakdown of your workforce by job code, gender, and full or part-time status.

Workforce Monitoring, Meet Regulatory Rqmts UK, Reports, Joint Staffing

RUNCTL_ASOFDATE

UKNI001

Northern Ireland

Indicates the religious composition of the workforce, job applicants, and appointees. The report format emulates the Monitoring Return, which is required by organizations operating in Northern Ireland.

Workforce Monitoring, Meet Regulatory Rqmts UK, Reports, NI Fair Employments

RUNCTL_UKNI

See Also

(GBR) Meeting Regulatory Requirements for the United Kingdom

Click to jump to top of pageClick to jump to parent topic(USF) Meet Regulatory Requirements Reports for the US Federal Government

Report ID and Report Name

Description

Navigation

Run Control Page

FGHR012A

EEO Groups by PATCOB/POI

Details the distribution of equal employment opportunity (EEO) groups and comparison by PATCOB and POI.

Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO Groups by PATCOB/POI USF

RUNCTL_FGHR012

FGHR012B

EEO Groups by PATCOB/SubAgency

Details the distribution of EEO groups and comparison by PATCOB and sub-agency.

Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO Grps by PATCOB/SubAgcy USF

RUNCTL_FGHR012

FGHR013A

VETS-100 by SubAgency

Generates a Veterans employment report by sub-agency.

Workforce Monitoring, Meet Regulatory Rqmts, VETS-100 Reports, VETS-100 by SubAgency USF

RUNCTL_FGHR013

FGHR013B

VETS-100 by POI

Generates a Veterans employment report by POI.

Workforce Monitoring, Meet Regulatory Rqmts, VETS-100 Reports, VETS-100 by POI USF

RUNCTL_FGHR013

FGHR014A

EEO Groups by Series/POI

Details the distribution of EEO groups and comparison by occupation and POI.

Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO Groups by Series/POI USF

RUNCTL_FGHR014

FGHR014B

EEO Groups by Series/SubAgency

Details the distribution of EEO groups and comparison by series and sub-agency.

Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO Grps by Series/SubAgcy USF

RUNCTL_FGHR014

FGHR019B

CPDF Error

Lists the CPDF edit errors found in CPDF Error Processing.

Before running this report, run CPDF Edits Processing to execute the COBOL program FGPCPDFF. This program generates a table of the CPDF edit errors found in the CPDF Status and Dynamic Tables.

Workforce Monitoring, Meet Regulatory Rqmts, CPDF Processing USF, Error Report

RUNCTL_FGHR019B

FGSF113A

SF113-A

Generates a monthly report of federal civilian employment.

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, SF113-A USF

RUN_FGSF113A

FGSF113G

SF113-G

Generates a monthly report of full-time equivalent and work-year civilian employment.

Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, SF113-G USF

RUN_FGSF113G

See Also

(USF) Performing Regulatory Processing and Reporting

Click to jump to top of pageClick to jump to parent topicMonitor Absence Reports

Report ID and Report Name

Description

Navigation

Run Control Page

ABS001

Absence Listing

Provides information about a worker's absence history.

Note. Run the Refresh Employees Table process before running this report.

Workforce Administration, Absence and Vacation, Absence Reports, Absence Listing

RUNCTL_ABS001

ABS002

Absence Periods

Provides information about the number of worker absence periods.

Workforce Administration, Absence and Vacation, Absence Reports, Absence Periods

RUNCTL_FROMTHRU

ABS003

Time Lost Due to Absence

Provides worker absence information.

Note. Run the Refresh Employees Table process before running this report.

Workforce Administration, Absence and Vacation, Absence Reports, Time Lost Due to Absence

RUNCTL_ABS003

ABS004UK

Bradford Score

Lists worker absences for the regulatory region of GBR only. It lists department, name, emplID, worker type, job title, total number of absences, total number of days absent, and the Bradford Score.

The Bradford Score column of this report is calculated based on the following information:

  • Total number of absences (A)

  • Total number of days absent (B)

  • A2 X B

Note. Run the Refresh Employees Table process before running this report.

Workforce Administration, Absence and Vacation, Absence Reports, Bradford Score GBR

RUNCTL_ABS004UK

ABS005NL

Illness Registration (1)

Calculates the illness totals, percentages, and frequencies.

Workforce Administration, Absence and Vacation, Absence Reports, Illness Registration NLD

RUNCTL_ABS005_NL

ABS006NL

Illness Registration (2)

Same as above.

Workforce Administration, Absence and Vacation, Absence Reports, Illness Registration NLD

RUNCTL_ABS005_NL

ABS007NL

Longterm Illnesses NLD

Provides a report of workers who have longterm illnesses from which they haven't fully recovered and are subject to the Dutch law Wet Poortwachter. You can use a worker checklist to track the status of a worker's illness.

Note. This report can be run from PeopleSoft Human Resources or Global Payroll for the Netherlands. Based on the setting of the GPNLD installation flag, the report retrieves absence data from human resources or payroll tables.

Workforce Administration, Absence and Vacation, Absence Reports, Longterm Illnesses NLD

RUNCTL_ABS007_NL

ABS702NL

Create Statistics

Create absence statistics for a company in the Netherlands.Run this process before creating an Illness Registration report. Run for a certain month of the year.

Workforce Administration, Absence and Vacation, Absence Reports, Create Illness Statistics, Create Statistics

RUNCTL_ABS702_NL

Click to jump to top of pageClick to jump to parent topicMonitor Health and Safety Reports

Report ID and Report Name

Description

Navigation

Run Control Page

BRPPP01

PPP Report BRA

Add profile information to the system by establishment ID, department ID, group ID, or worker.

Workforce Monitoring, Health and Safety, Reports, PPP Report BRA

PPP_RC_BRA

OHS001CN

Workers Compensation Board Form 7

Provides some of the information required for provincial WCB Form 7s. Use this report to manually transcribe information to the printed form required by the WCB in most Canadian provinces.

Workforce Monitoring, Health and Safety, Reports, WCB Form 7 CAN

RUNCTL_OHS001CN

OHS001FR

Work Accident Report

Tracks information on the employer, the establishment, the casualty, and details of the accident such as witnesses and other third parties. Use this information to complete the official French report.

Workforce Monitoring, Health and Safety, Reports, Work Accident FRA

OHS001FR

OHS001GR

Accident Report

Provides information about the person injured, body parts, physician and hospital data, injury source and nature, unsafe acts, hazards, causes, corrective or preventative actions, and witnesses for the incident that you select. (XMLP, Crystal)

Workforce Monitoring, Health and Safety, Reports, Accident DEU

RUNCTL_OHS501GR

OHS001UK

Injury/Dangerous Occurrence

Provides the data about health and safety incidents needed to meet the health and safety reporting requirements in the United Kingdom. (XMLP, Crystal)

Before running the United Kingdom Injury or Dangerous Occurrence report, you must run the SQR process UK Collect RIDDOR Data to load the temporary holding tables. The report output is a Crystal report that exactly duplicates the official report.

Note. To prepare the injury and dangerous occurrence report, you must first have entered an incident into the system using incident details.

Workforce Monitoring, Health and Safety, Reports, Injury/Dangerous Occ. GBR

RUNCTL_OHS_UK

OHS002GR

Reportable Accident/Illness

Produces a Reportable Accident /Illness report for Germany.

Workforce Monitoring, Health and Safety, Reports, Reportable Accident/Illness DEU

RUNCTL_OHS002GR

OHS002UK

Illness Report

Provides information to meet the health and safety reporting requirements in the United Kingdom. (XMLP, Crystal)

Before running the UK Illness report, you must run the SQR process UK Collect RIDDOR Data to load the temporary holding tables. The report output is a Crystal report that exactly duplicates the official report.

Once the data in the report is complete, sign and mail it to the HSE (Health and Safety Executive).

Workforce Monitoring, Health and Safety, Reports, Illness GBR

RUNCTL_OHS_UK

OHS003

Non-Employees In Incidents

Summarizes the non-employees involved in incidents that occurred within a specified date range. It notes whether they suffered an illness or injury. (XMLP, Crystal)

Workforce Monitoring, Health and Safety, Reports, Non-Employees In Incidents

RUNCTL_OHS_FROMTO

OHS003GR

Incident Location Summary

Provides information about travel, mode of transportation, details about whether drugs were involved, and details about individuals associated with the incident.

This report is available only in German. (SQR)

Workforce Monitoring, Health and Safety, Reports, Incident Location Summ DEU

RUNCTL_OHS003GR

OHS004GR

Illness Report

Includes information about the individual, including personal data, nationality, children, job, and physician.

To prepare the illness report, you must first enter an illness into the system using the GER Illness Tracking page group. The details of the illness must also be properly entered into the system. Before you run the report, run the SQR process GER Collect Illness Data (OHS504GR) to load the temporary data tables.

This report is only available in German. (XMLP, Crystal)

Workforce Monitoring, Health and Safety, Reports, Illness DEU

RUNCTL_OHS504GR

OHS008BC

Workers Compensation Board Incident

Provides specific incident information required by the Canadian Worker's Compensation Board, such as incident occurrence information, work absence and work resumption, the person responsible, first aid provided, and other information required by the WCB. Use information from this report to manually complete WCB reporting forms. (SQR)

Workforce Monitoring, Health and Safety, Reports, WCB Incident CAN

RUNCTL_OHS_INC

OHS009

Incident Detail

In addition to the occurrence information, the report lists all causes and related corrective actions, witnesses, involved persons (including detailed injury information), OSHA information, lost work, and physician information.

Workforce Monitoring, Health and Safety, Reports, Incident Detail

RUNCTL_OHS_INC

OHS010

Incident Summary

Summarizes health and safety incidents that have occurred within a specified date range. This report lists all involved persons and indicates whether an OSHA report was filed related to a person's involvement. (XMLP, Crystal)

Workforce Monitoring, Health and Safety, Reports, Incident Summary

RUNCTL_OHS_FROMTO

OHS011

Location Incident Summary

Summarizes the incidents that occurred at specific locations and within the specified date range. The report lists all persons involved in the incident and indicates whether or not they received an OSHA reportable illness or injury. (XMLP, Crystal)

Workforce Monitoring, Health and Safety, Reports, Location Incident Summary

RUNCTL_OHS_FROMTO

OHS012

Claim Summary Overview

Summarizes claims that have been logged within a specified date range. The report itemizes by amounts within a Charge Type, subtotals by Charge Type, subtotals by claim, and then calculates a grand total of all charges within the reporting period. (XMLP, Crystal)

Workforce Monitoring, Health and Safety, Reports, Claim Summary Overview

RUNCTL_OHS_FROMTO

OHS013

Employees In Incidents

Summarizes workers involved in incidents that have occurred within a specified date range. It notes whether the worker has suffered an injury or illness. (XMLP, Crystal)

Workforce Monitoring, Health and Safety, Reports, Employees In Incidents

RUNCTL_OHS_FROMTO

OHS014

Incident Lost Work

Lists the lost or restricted workdays for a worker involved in a health and safety incident within a specified reporting period and totals lost and restricted days by incident. (XMLP, Crystal)

Workforce Monitoring, Health and Safety, Reports, Incident Lost Work

RUNCTL_OHS_FROMTO

OHS014ES

Incident Without Lost Work

Generates a list of accidents that didn't result in lost workdays. This report prints the Name, Gender, NSS, Accident Date, and Accident Type.

This report must be printed by Work Center. (Crystal)

Workforce Monitoring, Health and Safety, Reports, Incident w/o Lost Wages ESP

RUNCTL_OHS_FROMTO

OHS015

Incident Claim Detail

Lists the claims filed for a specific incident, the worker filing the claim, provider information related to the claim, and detailed charges (by charge type) related to the claim. The report subtotals by charge type within a claim, subtotals by the claim itself, and then provides a grand total of all claim charges for the incident. (XMLP, Crystal)

Workforce Monitoring, Health and Safety, Reports, Incident Claim Detail

RUNCTL_OHS_INC

OHS016

Vehicle Incident Summary

Summarizes information about vehicles involved in incidents within a specified date range. The report lists the vehicle and equipment information and related information about the people involved. (XMLP, Crystal)

Workforce Monitoring, Health and Safety, Reports, Vehicle Incident Summary

RUNCTL_OHS_FROMTO

PER002CH

Accident Report

Provides the information required by Swiss law in a format accepted by all Swiss insurance companies. (SQR) Use this report to create an accident report to submit to your organization's insurance company following an accident.

Workforce Monitoring, Health and Safety, Reports, Accident CHE

RUNCTL_PER002_CHE

Click to jump to top of pageClick to jump to parent topicPlan Careers and Successions Reports

Report ID and Report Name

Description

Navigation

Run Control Page

CARPLAN

Employee Career Plan

Lists a worker's career plan as entered by different evaluators (Crystal).

Workforce Development, Career Planning, Career Reports, Career Plan

RUNCTL_CAR001

CARTRAIN

Employee Career Training Plan

Lists a worker's training plan to meet career goals (XMLP, Crystal).

Workforce Development, Career Planning, Career Reports, Career Training

RUNCTL_CAR002

FGHR022

(USF) Individual Development Plan

Produces an Individual Development Plan (IDP) for a worker. (SQR). An IDP includes a worker profile, worker competencies, worker training history, potential job moves, mentoring, training, other specific developmental areas, summary of estimated costs, summary of actual costs, and a section for signatures.

Workforce Development, Career Planning, Career Reports, Individual Development Plan, IDP

RUN_FGHR022

Click to jump to top of pageClick to jump to parent topicManage Base Compensation and Budgets Reports

Report ID and Report Name

Description

Navigation

Run Control Page

CMP001

Salary Structure

Lists all salary grades in descending order by grade. For each grade, this report lists the annual minimum, midpoint, and maximum amount being paid. The midpoint differential column shows the percent of change between the midpoints in each grade. The report calculates the range spread percentage by dividing the maximum amount by the minimum amount and subtracting 1.0.

Compensation, Base Compensation, Salary Plan Reports, Salary Structure

RUNCTL_ASOFDATE

CMP002

Job Grading by Evaluation Points

Lists each salary grade in the organization along with salary data for all titles within that grade ordered by the job evaluation point assignment. The report includes all titles within that grade ordered by the job evaluation point assignment. Use the evaluation points to assign value to the responsibilities of each job title in your organization and consequently a compensation value to each salary grade. The report includes salary survey information and associated point ratios and midpoints.

Compensation, Base Compensation, Salary Plan Reports, Job Grading by Evaluation Pts

RUNCTL_ASOFDATE

CMP003

Compa-Ratio Analysis

The report lists each worker in the salary grade and the midpoint amount of the salaries in that grade. For each worker, the report lists job code, title, name, and department ID. The report displays those workers whose HR Status is Active, Leave of Absence, Suspended, or Leave with Pay.

The last two columns pertain to a compa-ratio calculation for each employee. This means a comparison of the worker's salary to the midpoint amount of the salary grade. If the worker's current rate is the same as the midpoint, the compa-ratio is 1.00 or one hundred percent of the midpoint.

Compensation, Base Compensation, Salary Plan Reports, Ratio Analysis

RUNCTL_ASOFDATE

CMP004

Below Minimum Analysis

The Below Minimum Analysis report lists the salary grades containing workers under the minimum, the associated minimum amount, the worker's annual rate, and the amount below both in dollars and as a percentage. The report displays those workers whose HR Status is Active, Leave of Absence, Suspended, or Leave with Pay.

Compensation, Base Compensation, Salary Plan Reports, Below Minimum Analysis

RUNCTL_ASOFDATE

CMP005

Above Maximum Analysis

For each worker, the report shows the job code and title, name, department ID, the maximum amount, the worker's annual rate, and the amount above maximum both in currency and as a percentage. The report displays those workers whose HR Status is Active, Leave of Absence, Suspended, or Leave with Pay.

Compensation, Base Compensation, Salary Plan Reports, Above Maximum Analysis

RUNCTL_ASOFDATE

CMP008

Salary Change Mass Update by Salary Plan and Pay Group

Generate this report after running the Update by Salary Plan and Pay Group application engine process. The report displays the workers' previous and new compensation package. Run the Load Data process (HR_SP_CI) to load all of the data to the Job Data records.

Run this report as the second step in the three-step procedure to run the Update by Sal (salary) Plan and Paygroup process. All three steps are available in the PeopleSoft Process Scheduler when you use the Update by Sal Plan and Paygroup process run control page.

Compensation, Base Compensation, Maintain Plans, Update By Plan/Paygroup

RUNCTL_CMP008

CMP010

Salary Mass Update by Job Code

Displays changes to the Salary Administration Plan, Grade and Step that will be made to workers' job records before you run the Load Data process (HR_SP_CI) to actually insert new job records. This report displays the workers' previous and new Sal Admin Plan (salary administration plan), Grade, and Step.

Generate this report after running the Update by Job Code application engine process. The report displays the workers' previous and new salary administration plan, grade, and step. Run the Load Data process (HR_SP_CI) to load all of the data to the Job Data records.

Run this report as the second step in the three-step procedure you follow to run the Update by Job Code process. All three steps are available in the PeopleSoft Process Scheduler when you use the Update by Job Code process run control page.

Compensation, Base Compensation, Maintain Plans, Update by Job Code

RUNCTL_CMP010

CMP011

Salary History by Employee

Displays each salary change for a worker during a specified time period. For each salary change, it lists the associated job action, effective date, job code and title, salary grade, compensation rate, monetary amount, and percentage of change.

Compensation, Base Compensation, Compensation Reports, Salary History by Employee

RUNCTL_CMP011

CMP014

Salary History by Group

Provides the salary changes for the workers in a group during a specified time period. For each salary change, it lists the associated job action, effective date, job code and title, salary grade, compensation rate, monetary amount, and percentage of change.

Compensation, Base Compensation, Compensation Reports, Salary History by Group

RUNCTL_CMP014

CMP020JP

(JPN) Salary Simulation

Generates the results of the Salary Increase Simulation process.

Compensation, Base Compensation, Percentage Increase JPN, Salary Simulation Report

RUN_SALREPORT_JPN

LMS001 and LMS002

Forecasted Compensation

Analyzes the impact on the forecasted period of the events defined in the scenario and the variations of the compensation and headcount over the two periods (LMS002: Variations).

Compensation, Forecast Compensation FRA, Process Forecast, Forecasted Compensation Rpt

RUNCTL_LMS_REPORT

LMS003

Scenario Comparison

Compare two scenarios.

Compensation, Forecast Compensation FRA, Process Forecast, Scenario Comparison Rpt

RUNCTL_LMS_REPORT

LMS004

Rate Codes Without Rate Code Class

Provides rate codes that don't have a rate code class attached to them.

The Salary Forecasting calculation functions properly only when the rate codes assigned to individuals have an associated class. Check that all components of pay included in the compensation package of a worker have an associated rate code class. Run this report before you run the calculation process.

Compensation, Forecast Compensation FRA, Process Forecast, Rate Codes w/out Class Rpt

RUNCTL_LMS_RATE_CL

PER008

Review Audit

Lists all worker reviews for the workers in a group.

Compensation, Base Compensation, Employee Review History, Review Audit

RUNCTL_PER008

PER012

Departmental Salaries

This report provides an alphabetical list of workers by department, basic job data information, and a breakdown of pay rates for each.

Compensation, Base Compensation, Compensation Reports, Salary History by Department

PRCSRUNCTL_LC_HR

PER013

Employee Compensation Changes

Lists workers who have had compensation rate changes within a selected time period.

Compensation, Base Compensation, Compensation Reports, Employee Compensation Changes

RUNCTL_PER013

PER023

Salary History for Company

Displays each salary change for a worker during a specified time period.

Compensation, Base Compensation, Compensation Reports, Salary History by Company

RUNCTL_PER023

PER041

Merit Increase Report

Lists the merit increases and their approval status for the workers in a merit group.

Compensation, Base Compensation, Merit Increases, Report Merit Increases

RUNCTL_SP_MERIT

PER062JP

(JPN) Grade Advance Candidate List

Lists workers who are eligible to advance from the grade you enter.

Compensation, Base Compensation, Salary Plan Reports, Grade Advance Candidates JPN

RUNCTL_PER062_JPN

PER706A

Salary Grade Table

Lists the salary administration plan and salary grade, description, effective date, currency, and the hourly, daily, monthly, annual minimum, maximum, and midpoint rates for each grade.

Compensation, Base Compensation, Salary Plan Reports, Salary Grade

PRCSRUNCNTL

PER706B

Salary Grade and Step Tables

Lists the salary plans, grades and steps, the grade description and the date the grade is effective. It shows the hourly, daily, monthly and annual ranges of each component along with the currency and frequency.

Compensation, Base Compensation, Salary Plan Reports, Salary Grade/Step

RUNCTL_PER706B

Click to jump to top of pageClick to jump to parent topicPerformance Management Reports

Report ID and Report Name

Description

Navigation

Run Control Page

HEP001

Missing Documents

Lists missing documents for a group of workers (Group ID) and a given document type and date range.

Workforce Development, Performance Management, Reports, Missing Documents Report

RUNCTL_EP_RPT

HEP002

Late Documents

Lists manager documents whose due date has passed.

Workforce Development, Performance Management, Reports, Late Documents Report

RUNCTL_EP_RPT

Click to jump to top of pageClick to jump to parent topicReport Total Compensation Reports

Report ID and Report Name

Description

Navigation

Run Control Page

TC001

Total Compensation Statement (Benefits Statement)

A listing of all compensation for each individual, designed for distribution to workers.

Compensation, Total Compensation, View Total Compensation, Total Comp Statement Report

TC_BEN_RUN_CNTL

TC002

Group Summary Compensation

Aggregated information for each individual within a group that you specify.

Compensation, Total Compensation, View Total Compensation, Group Summary Compensation Rpt

TC_GRP_RUN_CNTL

TC003

Employee Compensation Report

Detailed information about each compensation type for each individual within a group that you specify.

Compensation, Total Compensation, View Total Compensation, Group Detail Compensation Rpt

TC_GRP_RUN_CNTL

Click to jump to top of pageClick to jump to parent topicTrack Faculty Events Reports

Report ID and Report Name

Description

Navigation

Run Control Page

HRH905CN

StatsCan FT Survey (Statistics Canada full-time survey)

Lists the results of the Statistics Canada Academic Teaching Survey created using the Create Stats-Canada Survey component.

Workforce Development, Faculty Events, Load Teaching Data CAN, FT Survey Stats CAN Rpt

RUNCTL_HPH905CN

PER045

Faculty Events

Lists an employee's tracking events, such as activities. Use this report as a template for Curriculum Vitae reporting.

Workforce Development, Faculty Events, Track Events, Faculty Events Hist Rpt, Faculty Events Report

RUNCTL_EVENTS

PER046

Case Review

Captures the case review details and the less secure details of the case review path.

Workforce Development, Faculty Events, Manage Cases, Case Review Status Rpt, Case Review Report

RUNCTL_CASE_REVIEW

PER047

Employee Tenure Status

Lists employee tenure status and home department information.

Workforce Development, Faculty Events, Tenure Reports, Employee Tenure Status

RUNCTL_EGPP03

PER050

Tenure Calc (tenure calculation)

Lists the calculated tenure service information in the temporary calculation file created using the Tenure Calc process in Normal Run mode.

Before using this report, you must run the tenure calculation process at least once. You can run this report based on calculation name, or based on the business unit, department, and service calculation group.

Administer Flexible Service also uses this report.

Workforce Development, Faculty Events, Tenure Reports, Tenure Calculation, Tenure Calc

RUNCTL_EGPP05

PER051

Tenure Service List

Provides detailed tenure service information for employees, such as tenure status and track start date.

With this report, you can list employees by calculation group and within tenure service accruals between specific years. You can also sort by ascending or descending service time.

Workforce Development, Faculty Events, Tenure Reports, Tenure Years of Service, Tenure Service List

RUNCTL_EGPP06

Click to jump to top of pageClick to jump to parent topicTrack Flexible Service Reports

Report ID and Report Name

Description

Navigation

Run Control Page

PER048

Employee Service Listing

Lists employees by calculation group and service type and within specified time periods. Sort by ascending or descending service time.

Workforce Administration, Flexible Service EG, Employee Service Report

RUNCTL_EGPP04

PER049

Employee Service Calculation Results

Lists the results of the Normal Run background process and includes all employees who have a temporary file (resulting from a process in Normal Run mode) containing details about their accrued service credits.

Workforce Administration, Flexible Service EG, Calculated Service Report

RUNCTL_EGPP05

Click to jump to top of pageClick to jump to parent topicTrack Global Assignments Reports

Report ID and Report Name

Description

Navigation

Run Control Page

PER717

Employees on Assignment

Lists employees on assignment. (XMLP, Crystal)

Workforce Administration, Global Assignments, Track Assignment, Employees on Assignment Report

RUNCTL_PER717

Click to jump to parent topicPeopleSoft HRMS Reports: Selected Reports

This section provides detailed information on individual reports. The reports are listed by report ID.

Click to jump to top of pageClick to jump to parent topicPER044 - Multiple Seniority Components − Basic Report

The report provides the following information regarding the origin of the seniority rate code:

See Also

Administering Seniority Pay

Click to jump to top of pageClick to jump to parent topicPER033 - Citizenship/Country/Visa Audit − Administer Workforce

The report flags six different types of discrepancies. Specifically, it flags job records when the following pairs of data exist:

Citizenship Status

  • Native or Naturalized.

  • Not Native or Naturalized.

Country of Citizenship

  • Not the local country.

  • The local country.

Visa Record

  • Exists for the local country.

  • Doesn't exist for the local country.

The report puts a page break between categories.

See Also

Managing Citizenship and Visa or Permit Information

Click to jump to top of pageClick to jump to parent topicPER058 - Primary Job Audit − Administer Workforce

One important reason to designate primary and secondary jobs is to create accurate data for regulatory reporting. By running reports for a worker's primary job only, you create an accurate worker count for affirmative action and other government reports. However, the flexibility PeopleSoft Human Resources gives you to designate primary and secondary jobs could compromise the accuracy of your reporting data. It's possible to have workers who have no job designated as a primary job, or more than one primary job, or an inactive job designated as the primary job. We recommend checking regularly to correct these kinds of discrepancies in your worker job records. Use the Primary Job Audit report to check for discrepancies in the primary job designation for workers with multiple jobs.

This report lists all workers whose job records show the following potential problems:

See Also

Running Job Data Reports

Click to jump to top of pageClick to jump to parent topicPER066JP - JPN Employee Assignment List Report

This report lists workers by department and supervisor level including workers with additional appointments.

To run the report, at least one Department tree must be created. For the purposes of department security, the DEPT_SECURITY tree usually already exists. You can either select this tree or create a new department hierarchy beneath the DEPARTMENT tree structure.

The report is sorted by Department then:

Note. The Supervisor Level tree that the system uses for sorting is the one used for the Appointment Notification and Appointment List reports. It must be named SUPERVISOR_LEVEL if the system is to use it. If you have not defined a Supervisor Level tree with that name, sorting will be in alphanumeric supervisor level order.

Click to jump to top of pageClick to jump to parent topicPOS006A - Build Position Structure − Manage Positions

After you enter all the reporting relationships among positions in the Position Data component, run this SQR. The Build Position Structure report enters a value in the ORG_CODE field and defines the position in the hierarchy. When you run the Build Position Structure report the system updates the position structure with data valid before or on the As of Date you specify.

You should run this report when you first enter the reporting relationships, any time you add new positions, and when you change reporting relationships among existing positions. You must run this SQR before you can run the Indented Position Hierarchy report, POS006.

When you run Build Position Structure, the system may generate one or more diagnostic messages to help you understand the utility output. They are as follows:

See Also

Running the Organizational Structure Reports

Click to jump to top of pageClick to jump to parent topicPOS008 - Exception/Override − Manage Positions

You can print incumbent job data where you have prevented automatic cross-updating from occurring (overrides), or you can print only exceptions where the incumbent job and position data is out of sync for other reasons (exceptions).

The Exception/Override report lists the position name and the name of the worker assigned to the position and shows the data in the fields that match in the Position Data component and Job Data component. The report displays those workers whose HR Status is Active, Leave of Absence, Suspended, or Leave with Pay.

When you run this report for exceptions and the Business Title in the incumbent Employment Data doesn't match the Position Title in Position Data, the report prints an asterisk (*) next to the Position Title. The report also prints Match or No Match in the Mail Drop column, depending on whether the data is the same in the incumbent job and position data.

See Also

Verifying Position Data

Click to jump to top of pageClick to jump to parent topicPKG006 - Salary Packaging FBT Reconciliation − Administer Salary Packaging

For reporting purposes you need to identify all the different categories of fringe benefits and the taxable value of the benefits. In the FBT Reconciliation report, all FBT categories are identified, based on the component types you define on the Package Component table component. For each component type, or FBT category, you can see the workers who have received this benefit in the FBT year. You also see information on the budgeted and the actual gross taxable value of the benefits. These values are shown for each worker and as a total for each component.

You can combine the information provided in the FBT Reconciliation report with information from your other administrative systems to accurately complete your FBT return for the Australian Taxation Office.

Note. The FBT Reconciliation Report includes values calculated during the Package Expense Calculation. To ensure that you get accurate totals included in the FBT Reconciliation report, execute the Package Expense Calculation at the end of the FBT Year for which to run the FBT Reconciliation report. You must complete this before running the report.

See Also

Running Salary Packaging Reports

Click to jump to top of pageClick to jump to parent topicHRH905CN - StatsCan FT Survey − Track Faculty Events

After you submit your full-time and part-time Academic Teaching Survey report flat files to Statistics Canada, you receive a summary report from Statistics Canada. Use the StatsCan FT Survey report to compare your results with Statistics Canada's summary.

The report consists of four pages; each includes full-time survey salary calculations based on different selection criteria:

Click to jump to top of pageClick to jump to parent topicVC011 − Organization and Group Goals − Manage Variable Compensation

The Organization and Group Goals report is an optional report that you can run before or after the goal measurement period. This report provides the plan goal weights for the variable compensation plan ID and period ID and a list of all organization and group weighted goals in the plan with their weighting percent and attainment percent.

This report provides the following information:

If the group does not have goals, the report indicates that the child group's goals are the parent group's goals.

See Also

Running the Organization and Group Goals Report

Click to jump to top of pageClick to jump to parent topicVC013 − Subscription Error − Manage Variable Compensation

This report identifies each individual who had either an erred or rejected award under the variable compensation (VC) plan ID and payout period ID. For each erred or rejected award, the report identifies the worker, award value, award status, and rejection reason (payroll only).

The following are the valid payroll rejection reason codes:

See Also

Reporting on Award Payout and Distribution

Click to jump to top of pageClick to jump to parent topicBEN004 - Savings Investment Distributions − Base Benefits

This report lists the total deductions made to date and the total company contributions for workers participating in benefit programs that contain savings plans. It prints the total amount available for investment broken down by investment distribution and expressed both as a monetary amount and as a percentage of the total.

For each plan type, it shows the total amount deducted for workers in the plan type and company contributions. The report inserts page breaks and supplies totals at the company, benefit program, plan type, and benefit plan levels.

See Also

PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Base Benefits

Click to jump to top of pageClick to jump to parent topicBEN733 - Base Benefit Audit − Base Benefits

The Base Benefits Audit Report provides a summary of potential worker data issues as related to Base Benefits business process that would enable you to catch errors that would otherwise show up when you try to process enrollments or changes.

The audits performed are Employees without Employment records, Employees without Job records, Employees less than 16 years old, People with unusual dependents signed up for coverage, Employee and spouse (or other dependent) both electing health benefits, Employees with over-age dependent coverage, Employees with incorrect health plans set up on the Benefit Program Table, and audits for consistency of marital and dependent relationships.

Perform these audits during implementation, before you enroll participants, and periodically during the plan year.

See Also

PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Base Benefits

Click to jump to top of pageClick to jump to parent topicCBR005 - COBRA Event Report − Base Benefits

This report provides data about COBRA beneficiaries at the Event Level. The report will list all workers to whom an event has occurred. The qualified status indicates whether the qualified beneficiary is Qualified (QL), Not Qualified (NQ), Not qualified/duplicate (ND) or QE (Qualify Error).

See Also

PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Base Benefits

Click to jump to top of pageClick to jump to parent topicCBR007 - COBRA Audit − Base Benefits

This report displays information on: Employees enrolled in Active and COBRA Health Coverage; Employee and Spouse (or other dependent) electing health benefits for the same Dependent ID; and workers who have overage dependents.

You can use this report to analyze whether there is an overlap in COBRA and Active coverage, whether dependents are being covered by more than one EMPLID or whether an overage dependent has not been detected.

See Also

PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Base Benefits

Click to jump to top of pageClick to jump to parent topicCBR008 - COBRA Administration Error − Base Benefits

This report displays information about errors that result from running the COBRA process. The errors include COBRA event conflict, no eligible benefit program or more than one eligible benefit programs, or duplicate COBRA events.

You can use the COBRA Administration Error Report to identify and troubleshoot errors that surface as a result of COBRA processing. You can also identify these errors online. You might want to print the report and request that staff check off each error as they determine a resolution, thereby creating an audit trail for verifying that all errors have been analyzed.

See Also

PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Base Benefits

Click to jump to top of pageClick to jump to parent topicNDT004 - 401(k)/401(m) Nondiscrimination Testing − Base Benefits

Specify 401(k) or 401(m) for the report output.

If this report is run mid-year and a forecast percentage is specified in the 401 NDT run control, the report also shows forecasted year end earnings, contributions, and related ADP/ACP results.

This report does not attempt to recalculate the Actual Deferral Percentage (ADP) or to determine whether the nondiscrimination tests passed. It assumes these tests were handled by the NDT002 or NDT003 SQRs. However, in cases where the Aggregate Limit Test must be used, this report serves as the only method to invoke the test; there is no separate SQR for this.

If the Aggregate Limit Test is invoked, each report includes results for both the 401(m) and 401(k) tests, as well as the Aggregate Limit Test pass/fail status. The system prevents you from initiating NDT004 if the run control has been updated and you have not initiated these SQRs:

See Also

PeopleSoft Enterprise Human Resources 9.1 PeopleBook: Manage Base Benefits