PeopleSoft Enterprise Payroll Interface 9.1 PeopleBook

Appendix: PeopleSoft Enterprise Payroll Interface Reports

This appendix provides an overview of PeopleSoft Enterprise Payroll Interface reports and enables you to:

View summary tables of all reports.
View report details and tables accessed.

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

PeopleSoft Enterprise Payroll Interface Reports: A to Z

These tables list the PeopleSoft Enterprise Payroll Interface reports, sorted alphanumerically by report ID. If you need more information about a report, refer to the report details at the end of this appendix.

This section discusses:

Data reports.
Payroll reports.
Interface definition reports.

Data Reports

Report ID and Report Name	Description	Navigation	Run Control Page
Pay031 Benefit Deductions Register	For each company/pay group, lists the deduction type and calculated deduction amount for each employee. This report can be run only after the Calculate Deductions process is run.	Payroll Interface, Reports, Benefit Deductions Register, Benefit Deductions Register	RUNCTL_PAYINIT2
PI001 Export Changes Report	Lists detailed information for employees who will be included in the export file, including both old and new values for fields that changed since the last export file was created.	Payroll Interface, Reports, Export Changes, Export Changes Report	RUNCTL_PIEXPT
TAX016 Default Tax Data Report	(USA) Lists employees with incorrect default data in their Tax records.	Payroll Interface, Reports, Default Tax Data USA, Default Tax Data Report	RUNCTL_FRMTHRU_PAY
TAX016CN Default Tax Data Report	(CAN) Provides the data that is auto-generated by the system, such as the employee's hire date, default net claim amount from the Canadian Tax Tables, and province. This report also includes the provincial tax credit amounts from the Canadian Income Tax Data record.	Payroll Interface, Reports, Default Tax Data CAN, Default Tax Data Report	RUNCTL_FRMTHRU_PAY
TAX019 Employee Tax Information Report	(USA) Provides an individual listing of the employee's tax withholding information.	Payroll Interface, Reports, Employee Tax Information USA, Employee Tax Information Report	RUNCTL_TAX019
TAX019 Employee Tax Information Report	(CAN) Provides an individual listing of the employee's tax withholding information.	Payroll Interface, Reports, Employee Tax Information CAN, Employee Tax Information Report	RUNCTL_TAX019
TAX100 W-4 Exemptions Report	(USA) Lists all employees in each company who are exempt from federal income tax withholding.	Payroll Interface, Reports, W-4 Exemption, W-4 Exemptions Report	RUNCTL_TAX100
TAX100CN Exemption Report	(CAN) Lists all employees whose Canadian or Quebec Tax Data records indicate that they are exempt from income tax withholding, are exempt from unemployment insurance payments, or have fewer than 12 months subject to Canada or Quebec pension plan contributions.	Payroll Interface, Reports, Exemption CAN, Exemption Report	RUNCTL_TAX100CN
TAX103 Reset W-4 Exempt List	(USA) Identifies employees who have not yet filed a new Form W-4 by the due date to continue their exemption status, and inserts a new Tax record to reset the employee federal withholding status, marital status, and withholding allowances. The report also updates future-dated records that currently specify exempt status.	Payroll Interface, Reports, Reset W-4 Exempt List, Reset W-4 Exempt List	RUNCTL_TAX103
TAX107 W-4 Audit Report	(USA) Lists all employees who either created or updated their W4 information on the web.	Payroll Interface, Reports, W-4 Audit, W-4 Audit Report	RUNCTL_TAX107
TAX113 Reset W-5 Eligibility List	(USA) Identifies employees who have not yet refiled by the due date to continue their advance payments of EIC, and inserts a new Tax record to reset the employee EIC status to None. The report also updates future-dated records that currently specify EIC status.	Payroll Interface, Reports, Reset W-5 Exempt List, Reset W-5 Eligibility List	RUNCTL_TAX103

Payroll Reports

Report ID and Report Name	Description	Navigation	Run Control Page
PAY703 General Ded/Frequency Report (general deduction/frequency report)	Lists information from the General Deduction/Deduction Frequency Table, which contains payroll deductions that do not fit into a category covered by a benefit table, such as United Way, union dues, or parking fees.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, General Deduction/Frequency, General Ded/Frequency Report	PRCSRUNCNTL
PAY704 Deduction/Frequency Report	Lists information from the Deduction/Deduction Frequency Table, which contains deduction priority, tax effect, and frequency for benefit deductions and general deductions.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Deduction/Frequency, Deduction/Frequency Report	PRCSRUNCNTL
PAY705A/B Deduction Class Report	Lists deduction classification codes from the Deduction Table.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Deduction Class, Deduction Class Report	PRCSRUNCNTL
PAY708 Shift Report	Lists information from the Shift table, where you identify the work shifts to which you can assign an employee. Because it contains the rate or factor that the system uses to calculate the shift differential, this table works with the Earnings and Special Accumulator Tables to calculate earnings.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Shift Table, Shift Report	PRCSRUNCNTL
PAY709 Wage Loss Plan Report	(CAN) Lists information from the Wage Loss Plan Table for Canadian employers.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Wage Loss Plan CAN, Wage Loss Plan Report	PRCSRUNCNTL
PAY711 Pay Group Report	Lists pay groups, effective dates, and processing characteristics from the Pay Group Table.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Pay Group Table, Pay Group Report	PRCSRUNCNTL
PAY712A/B/C Earnings Report	Lists earnings types and their payroll characteristics.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Earnings Table, Earnings Report	PRCSRUNCNTL
PAY714 Pay Calendar Report	Lists information from the Pay Calendar Table, which contains the cycles that you create for payroll processing by pay group. Each entry in the table corresponds to a pay period for a pay group.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Pay Calendar, Pay Calendar Report	PRCSRUNCNTL
PAY717 Earnings Program Report	Lists information from the Earnings Program Table.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Earnings Program, Earnings Program Report	PRCSRUNCNTL
TAX702 Federal/State Tax Report	(USA) Prints information from the State Tax Table and the State Other Tax Table, which store the most current tax rates and other parameters that are used in calculating state and federal withholding, disability, and unemployment taxes.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Federal/State Tax, Federal/State Tax Report	PRCSRUNCNTRL
TAX703 Local Tax Report	(USA) Lists information from the Local Tax Table, which contains calculations for local income taxes.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Local Tax, Local Tax Report	PRCSRUNCNTRL
TAX705 Company Local Tax Report	(USA) Lists information from the Company Local Tax Table, which identifies the localities for which your company collects and pays taxes.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Agency Local Tax USF, Company Local Tax Report	PRCSRUNCNTRL
TAX707 State Tax Rate Report	(USA) Lists information from the State Tax Rate Table, which contains bracket rates that are needed for calculating state and federal taxes.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, State Tax Rate, State Tax Rate Report	PRCSRUNCNTRL

Interface Definition Reports

Report ID and Report Name	Description	Navigation	Run Control Page
PI701 System Table Listing	Shows each system ID, its description, and its effective date, along with other data on the System Interface Table.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, System Table Listing, System Table Listing	PRCSRUNCNTL
PI702 PS Record Listing	Lists PeopleSoft tables and views that you can use in PeopleSoft Payroll Interface.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, PS Record Listing, PS Record Listing	PRCSRUNCNTL
PI703 PS Record-Field Listing	Lists each field on the PeopleSoft tables and views that you can use in PeopleSoft Payroll Interface.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, PS Record-Field Listing, PS Record-Field Listing	PRCSRUNCNTL
PI704 Field Listing	Shows fields that are defined for the third-party payroll system and how PeopleSoft fields are mapped to them for both import and export processing.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Field Listing, Field Listing	PRCSRUNCNTL
PI705 Field-Translation Listing	For each defined system ID, lists the third-party payroll system's fields along with the PeopleSoft source fields. Also lists translate values.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Field-Translation Listing, Field-Translation Listing	PRCSRUNCNTL
PI706 Instance Listing	Displays each instance of a PeopleSoft record to be exported to the third-party payroll system.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Instance Listing, Instance Listing	PRCSRUNCNTL
PI707 Process Listing	Displays descriptions for each defined COBOL process that filters data before creating the export file.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Process Listing, Process Listing	PRCSRUNCNTL
PI708 Process Values	Displays values that are returned from a special COBOL process. These values are used in the field translation process.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Process Values, Process Values	PRCSRUNCNTL
PI709 Definition Table-File	Lists each file that is used in PeopleSoft Payroll Interface.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Definition Table-File, Definition Table-File	PRCSRUNCNTL
PI710 Definition Table-Record	Lists the layout of each record that is used to format import and export files.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Definition Table-Record, Definition Table-Record	PRCSRUNCNTL
PI711 Definition Table-Field	Lists the layout and content of each field for every record on each file that is used in PeopleSoft Payroll Interface.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Definition Table-Field, Definition Table-Field	PRCSRUNCNTL
PI712 Configuration Listing	Displays processing groups, file names, and descriptions that are needed for the third-party payroll system.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Configuration Listing, Configuration Listing	PRCSRUNCNTL
PI713 Group Listing	Lists group IDs that represent fields to be processed together in the export file.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Group Listing, Group Listing	PRCSRUNCNTL
PI714 Employee Listing	Where they differ, lists each PeopleSoft employee ID along with the third-party payroll system's employee ID.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Employee Listing	PRCSRUNCNTL
PI715 File Handle Listing	Displays each file handle, file name, and description.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, File Handle Listing, File Handle Listing	PRCSRUNCNTL