This chapter discusses how to:
Use common Payroll for North America report run control pages.
Prepare annual payroll reports.
Prepare quarterly payroll reports.
Prepare pay period tax reports.
Note. Details of other reports that support specific payroll tasks or business processes are documented throughout the chapters of this PeopleBook. Year-end tax reports are documented in the Year End Processing U.S., Puerto Rico, and U.S. Territories guide. The Year End Processing U.S., Puerto Rico, and U.S. Territories guide is updated each year and is included in the year end tax update delivered in the November time frame. The reports appendix provides a complete list of reports documented in this PeopleBook.
See Also
PeopleSoft Payroll for North America Reports
Accessing Year-End Processing Instructions
Year End Processing: U.S., Puerto Rico, and the U.S. Territories Guide
This section discusses how to:
Use the PRCSRUNCNTL and PRCSRUNCNTRL pages.
Use the RUNCTL_RPT_RUNID page.
Use the RUNCTL_FRMTHRU_PAY page.
Use the RUNCTL_PAYINIT and RUNCTL_PAYINIT2 pages.
Page Name |
Definition Name |
Navigation |
Usage |
Varies |
PRCSRUNCNTL |
Varies |
Run processes and reports. |
Varies |
PRCSRUNCNTRL |
Varies |
Run processes and reports. |
Varies |
RUNCTL_RPT_RUNID |
Varies |
Run processes and reports. |
Varies |
RUNCTL_FRMTHRU_PAY |
Varies |
Run processes and reports. |
Varies |
RUNCTL_PAYINIT |
Varies |
Run processes and reports. |
Varies |
RUNCTL_PAYINIT2 |
Varies |
Run processes and reports. |
Access the PRCSRUNCNTL or PRCSRUNCNTRL page.
These pages have only the Run Control ID field. Select this value when you access the page.
Access the RUNCTL_RPT_RUNID page.
Select a pay run ID.
Access the RUNCTL_FRMTHRU_PAY page.
Enter the from and thru period that you want to process or report.
Access the RUNCTL_PAYINIT page.
Select the run control ID value when you access the page.
On Cycle Run |
Enter the pay run ID, if applicable. The payroll process uses the pay run ID, which is an identifier that is associated with each pay period. This is normally the on-cycle process. The pay run ID enables the system to assign a unique ID to each pay calendar entry, so that payroll for more than one pay group can be run together. |
Off Cycle Pay Calendar |
If this request involves an off-cycle pay calendar, enter the company, pay group, and pay end date (pay period end date). When you do so, the Process fields become available and you can enter the page number range of the paysheet. |
Payroll Cycle |
Designate whether this run cycle is on-cycle, off-cycle, or both. |
Year end processing is documented extensively in the Year End Processing guide, which is updated and issued every year during the November time frame in a tax update.
This section lists the pages used to print annual payroll reports that can be run throughout the year to prepare for the year end processing.
This section lists the pages used to print quarterly payroll reports.
Page Name |
Definition Name |
Navigation |
Usage |
RUNCTL_QTR_YR_PAY |
Payroll for North America, U.S. Quarterly Processing, Quarterly Reports, Multiple Worksite, Multiple Worksite Report |
||
RUNCTL_TAX004ST |
Payroll for North America, U.S. Quarterly Processing, Quarterly Reports, Employee Count, Employee Count Report |
||
PRCSRUNCNTRL |
Payroll for North America, U.S. Quarterly Processing, Quarterly Reports, Federal Tax Summary, Federal Tax Summary Report |
||
PRCSRUNCNTRL |
Payroll for North America, U.S. Quarterly Processing, Quarterly Reports, Local Tax Summary, Local Tax Summary Report |
||
PRCSRUNCNTRL |
Payroll for North America, U.S. Quarterly Processing, Quarterly Reports, State Tax Summary, State Tax Summary Report |
||
RUNCTL_QTR_YR_PAY |
Payroll for North America, U.S. Quarterly Processing, Quarterly Reports, Tax Balance Audit, Tax Balance Audit Report |
||
RUNCTL_TAX017 |
Payroll for North America, U.S. Quarterly Processing, Quarterly Reports, State Unemployment Tax, State Unemployment Tax Report |
||
RUNCTL_TAX030 |
Payroll for North America, Pay Period Tax Reports USA, Form 1042 Audit, Form 1042 Audit |
||
RUNCTL_TAX810XX |
|
This section provides an overview of the Payroll Summary report output and discusses how to:
Generate the Payroll Summary report.
(USF) Generate the Pennsylvania (PA) Tax Summary - State report.
(CAN) Produce a Health Insurance Premium report.
(CAN) Run the Update Source Deductions process.
Note. Periodic payroll reports can be printed at any time. You may want to print many of these reports after running the payroll for each pay period.
Following is a detailed summary of the output of the Payroll Summary report.
Select the Summary by Selection option and populate the Pay Run ID field to create an overall summary of companies and pay end dates in the RUNID. This report is identified as a Summary report in the heading.
If the pay run ID has only one company and only one pay end date, then the company, pay period end date, and pay run ID appear in the report.
If the same pay run ID is associated with multiple companies with the same pay end date, then the pay period end date and pay run ID appear in the report. The company does not appear in the report, and the field is blank.
If the same pay run ID is associated with multiple companies that do not share the same pay end date, then only the pay run ID appears in the report. The Company and Pay End Date fields are blank.
Select the Summary by Selection option and populate the Company, Pay Group, and Pay End Date fields to create an overall summary of companies and pay end dates for this selection. This report is identified as a Summary report in the heading.
The company and pay period end date appear in the report. The Pay Run ID field contains an asterisk (*).
Select the Detail Report option and populate the Pay Run ID field to create a detail report for each company and pay end date in the run ID. This report is identified as a Detail report in the heading.
If the pay run ID is for a single company, the company, pay period end date, and pay run ID appear in the report. A Summary report is not generated.
If the pay run ID is associated with multiple companies with the same pay period end date, the system creates a Detail report for each company and pay end date in the pay run ID. This report is identified as a Detail report in the heading. In the Detail report, the company, pay period end date, and pay run ID appear. A summary of all entries in the RUNID follows with the heading of Summary Report. In the Summary report, only the pay run ID appears.
If the pay run ID is associated with multiple companies with different pay period end dates, the system creates a Detail report for each company and pay end date in the pay run ID. This report is identified as a Detail report in the heading. In the Detail report, the company, pay period end date, and pay run ID are populated. A summary of all entries in the RUNID follows with the heading of Summary Report. In the Summary report, only the pay run ID appears.
Select Detail Report and populate the Company, Pay Group, and Pay End Date fields to create a Detail report for each company, pay group, and pay end date that you selected.
The system creates a Detail report for each company and pay end date in the pay run ID. This report is identified as a Detail report in the heading. In the Detail report, the company and pay period end date appear. The Pay Run ID field contains an asterisk (*) because the report does not know the pay run ID. In this case, a Summary report is not generated.
Access the Payroll Summary Report page (Payroll for North America, Payroll Processing USA, Pay Period Reports, Payroll Summary, Payroll Summary Report; or Payroll for North America, Payroll Processing CAN, Pay Period Reports, Payroll Summary, Payroll Summary Report; or Payroll for North America, Payroll Processing USF, Pay Period Reports, Payroll Summary, Payroll Summary Report).
Summary by Selection |
Select this option to report only summary subtotals. |
Detail Report |
Select this option to include detail. |
Access the Tax Summary Report-PA LST page (Payroll for North America, Pay Period Tax Reports USA, Tax Summary-PA LST, Tax Summary Report-PA LST; or Payroll for North America, Pay Period Tax Reports USF, Tax Summary-PA LST, Tax Summary Report-PA LST).
Balances for Year |
Enter the calendar year for which you want to run this report. |
Quarter or Period |
Enter the quarter or period for which you want to run this report. |
Show Employee Detail, Print SSN, and Print Employee Address |
Select the Show Employee Detail check box to include employee information in the report and to make the Print SSN and Print Employee Address check boxes appear on the page. Select these two additional check boxes to include the specified type of employee data in the report. If you choose to include employee addresses in the report, the system prints the employees' home addresses. |
Sort Option |
Select Company Within Locality or Locality Within Company. |
Access the Health Insurance Premium Report page (Payroll for North America, Regulatory Reports CAN, Health Insurance Premium, Health Insurance Premium Report).
Balance ID |
The default value is the balance ID for the calendar year. This field is unavailable for entry. |
Balance Year and Balances for Period |
Enter the year and month for which you want to run this report. |
Summary Report |
Select this option to report summary totals by company and province. |
Detail Report |
Select this option to include the employee detail listing. |
Access the Update Source Deductions page (Payroll for North America, Year-End Processing CAN, Year-End/New Year Preparation, Update Source Deductions, Update Source Deductions).
Federal Increase By |
Use this group box to perform updates to employees' federal basic claim amounts. Use percent or amount only; specifying the value of the increase. |
Quebec Increase By |
Use this group box to perform updates to employees' Quebec basic claim amounts. Use percent or amount only; specifying the value of the increase. |
Provincial Increase By |
Use this group box to perform updates to employees' provincial basic personal amounts. Add rows to enter multiple provinces. Use percent or amount only; specifying the value of the increase. |
Reset Special Letters |
Enter Y (yes) to reset the special letters amount to zero. |
Reset Special Letters (Quebec) |
Enter Y to reset the Quebec special letters amount to zero. |
Reset CPP Subject Months (reset Canada Pension Plan subject months) |
Y: Reset the employee's CPP subject months to 12. N (no): Reset the employee's CPP subject months to zero when the employee's original CPP subject months are fewer than 12 (for example, to reset CPP subject months to zero for employees who no longer contribute to CPP). If the employee's original CPP subject months are 12, they remain 12. |
Reset Federal Commission |
Enter Y to reset the federal commission amounts to zero. |
Reset Quebec Commission |
Enter Y to reset the Quebec commission amounts to zero. |
Reset Cross Province |
Y: The Cross Province check box on the Canadian Income Tax Data 2 page is deselected when the new record is created. N: The Reset Cross Province check box and associated field values are copied to the newly created record. |