PeopleSoft Payroll for North America Reports: A to Z
Tables in this topic list the Payroll for North America reports, sorted by report ID.
Note: This topic does not document reports that you run only at year end (see Understanding Year-End Processing Instructions). Year-end reports and processes are documented in the year-end processing guide that is provided with Payroll Tax Update documentation at year-end each year. However some year-end reports might be listed in the Tax Reports table in this topic and some samples of the reports may be found in the Reports Samples delivered with this online documentation.
The special numerical series in the tax reports are as follows:
TAX000–099: Related to quarterly and periodic tax reporting.
TAX100-199: Related to tax status, exemption, eligibility.
TAX500–599: Typically run on-time for a specific purpose to update or create employee tax balances.
TAX700-799: Tax tables.
TAX800-899: Processes to create files for states that must submit quarterly state wage listings on electronic/magnetic media.
TAX900-999: Related to annual wage reporting processes.
For more information about running the reports, refer to:
The corresponding topic in this product documentation.
PeopleTools: Process Scheduler
PeopleTools: BI Publisher for PeopleSoft
PeopleTools: SQR Language Reference for PeopleSoft
For samples of the reports, see the Report Samples that are published with this online documentation.
The table in this topic lists PeopleSoft Payroll for North America direct deposit reports.
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
---|---|---|---|
DDP001 PY_DIRDEP Create Direct Deposit Transmit |
Creates an electronic transmittal file to transfer payroll funds directly into a U.S. employee's bank account. |
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RUNCTL_DDP001 RUNCTL_DDP001N |
DDP001CN Create Direct Deposit Transmit |
Creates an electronic transmittal file to transfer payroll funds directly into a Canadian employee's bank account. |
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RUNCTL_DDP001CN |
DDP002 Direct Deposit Register |
Produce a report that lists all direct deposits for employees in each company in the organization. |
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RUNCTL_PAYINIT RUNCTL_PAYINIT2 |
DDP003 Payroll Advice Print - US |
A template for printing U.S. paycheck and pay stub information onto direct deposit advice forms using the SQR method. Run this report after you perform pay confirmation for a payroll run. |
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RUNCTL_CHK_ADV1 |
DDP003CN Payroll Advice Print - Canada |
A template for printing Canadian paycheque and pay stub information onto direct deposit advice forms using the SQR method. Run this report after you perform pay confirmation for a payroll run. |
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RUNCTL_CHK_ADV |
DDP004 Payroll Advice Register |
Produce a report of payroll amounts paid directly into the employee's bank account as direct deposits. This report is similar to PAY004 - Payroll Check Register. |
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RUNCTL_PAYINIT RUNCTL_PAYINIT2 |
DDP005 Direct Deposit Prenotification |
Produces a report that displays employees who will have their pay deposited directly into their bank account for the first time. |
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RUNCTL_PAYINIT2 RUNCTL_PRENOTE |
DDP006 Direct Deposit Prenote Memo |
Produces a memo to each employee who has added a new direct deposit. The memo lists the direct deposit information for verification purposes. |
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RUNCTL_PAYINIT2 RUNCTL_PRENOTE |
PYDDACAN Print Can Direct Deposit Advc |
A template for printing Canadian paycheque and pay stub information onto advice forms in PDF. The report also creates self-service advice forms for display in PDF in the ePay self-service View Paycheck transaction. Run this report after you perform pay confirmation for a payroll run. |
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RUNCTL_CHK_ADV_EP |
PYDDAUSA Print US Direct Deposit Advice |
A template for printing U.S. paycheck and pay stub information onto advice forms in PDF. The report also creates self-service advice forms for display in PDF in the ePay self-service View Paycheck transaction. Run this report after you perform pay confirmation for a payroll run. |
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RUNCTL_CHK_ADV1_EP |
The table in this topic lists the PeopleSoft Payroll for North America payroll reports.
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
---|---|---|---|
BUD002 Reconciliation |
Provides reconciliation details. See Understanding Fiscal Year Budgets in PeopleSoft Human Resources. |
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RUNCTL_FISCAL_YR |
FG1514 Military Deposit OPM-1514 Service Deposit Worksheet |
Creates an OPM Military Deposit worksheet for service credit payments for post-1956 military service. |
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RUN_FG1514 |
FGPY001 RITS 2812/2812A Interface Summary Report (Retirement and Insurance Transfer System Interface Summary Report) |
Produces a summary report of the output file for The Office of Personnel Management (OPM) that records deduction distributions for Federal Employee Group Life Insurance, Federal Employee Health Benefits (FEHB) health benefits, and for the following retirement deductions: CSRS (Civil Service Retirement System) retirement, FERS (Federal Employee Retirement System) retirement, FERS-RAE (Revised Annuity Employees) retirement and FERS- FRAE (Further Revised Annuity Employees) retirement. |
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RUN_FGPY001 |
FGPY006 IRR Fiscal Data Accumulation |
This SQR accumulates all retirement deductions for employees, as well as any LWOP and any basic pay that was received when an employee was not covered by the CSRS, FERS, FERS-RAE and FERS-FRAE retirement plans, and uses it to update data online and transfer all of the fiscal data recorded on an employee's IRR and stored in the payroll system, to the fiscal data portion of the IRR. This data is reported on the Individual Retirement Records' Fiscal History. The generated report shows only the number of records updated or inserted by the SQR process. |
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RUN_FGPY006 |
FGPY007 Individual Retirement Record |
Produces a final, supplemental, or correction IRR for the CSRS and FERS employees that you select. See Generating Final IRRs and in Generating Supplemental or Correction IRRs . |
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RUN_FGPY007 |
FGPY009 IRR Worksheet Print Program |
Produces a preliminary IRR form that enables you to print, review, and correct a pending IRR for a separated employee. |
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RUN_FGPY009 |
FGPY010 Pre-IRR Worksheet Print Program |
Produces a preliminary IRR form that enables you to print, review, and correct a pending IRR for a current employee. |
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RUN_FGPY010 |
FGPY012 Military Deposits Closed Accounts |
Creates an OPM Military Deposit worksheet for service credit payments for post-1956 military service for all closed accounts. |
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RUN_FGPY012 |
FGPY013 Leave Accruals |
Lists employee accrual detail for each earnings accrual class, including leave accrual, usage, transfer, and adjustment activity. |
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PRCSRUNCNTL |
FGPY021 Semi-Annual Headcount |
Produces a report with details of life insurance and health benefits withholding contribution data for CSRS and FERS-RAE (Revised Annuity Employees) and FERS- FRAE (Further Revised Annuity Employees). Additionally, the report provides aggregate base salary amounts for each category of CSRS and FERS, FERS-RAE, and FERS-FRAE coverage. |
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GVT_RUN_FGPY021 |
FGPY023 FEFFLA Summary (Federal Employees Family Friendly Leave Act summary) |
Produces a report of FEFFLA hours, both paid and nonpaid, that the employee took during the requested calendar year and during the employee's Family Medical Leave Act (FMLA) year. |
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RUNCTL_FEFFLA |
FGPY024 FEFFLA Limit (Federal Employees Family Friendly Leave Act limit) |
Produces a report of employees who have used more than 480 FEFFLA hours of nonpaid entitlement in their FMLA year. |
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RUNCTL_FEFFLA |
FGPY025 FMLA History Summary (Family Medical Leave Act history summary) |
Produces a report of FMLA hours that the employee took, both paid and nonpaid, in the requested calendar year and the hours taken in the employee's FMLA year. |
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RUNCTL_FGFMLA |
FGPY026 FMLA Summary (Family Medical Leave Act summary) |
Produces a report of FMLA hours taken in the requested calendar year and the hours taken in the employee's FMLA year, using the employee's FMLA and FEFFLA accrual class ledger to accumulate paid and nonpaid FMLA hours taken. |
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RUNCTL_FGFMLA |
FGPY027 FMLA Limit (Family Medical Leave Act limit) |
Produces a report of all employees who have used more than 480 hours of nonpaid entitlement in their FMLA year. |
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RUNCTL_FGFMLA |
FGPY028 Leave Acceptance Report |
Prints leave acceptance notifications for employees whose donor or recipient applications have been approved. |
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GVT_RUNCTL_LEAVE |
FGPY029 Leave Bank Participants |
Produces a listing of leave bank participants. |
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GVT_RUNCTL_LEAVE |
FGPY030 Leave Transfer Report |
Produces a listing of leave transfer participants. |
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GVT_RUNCTL_LEAVE |
FGPY031 Leave Denial Notifications |
Prints leave denial notifications for employees whose donor or recipient applications have been denied. |
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GVT_RUNCTL_LEAVE |
FGPY041 Treasury Interface Bulk File Report |
Produces a Treasury Interface bulk report for all schedule codes in a schedule prefix. The bulk file uses Componentized Treasury Account Symbols (TAS) and Business Event Type Codes (BETC) as required for the U.S. Treasury Payment Automation Method (PAM) Bulk Payment Format Standard Payment Request (SPR). The system generates a unique file name for each bulk file. |
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RUN_FGPY041 Note: This and the other Treasury Interface reports (FGPY042 and FGPY043) can be generated only after running the Treasury Interface Extract (FGPY040.SQR) process to extract and prepare data for creating the bulk and SPS files. See Generating and Reviewing the Treasury Interface Bulk and SPS Files and Reports. |
FGPY042 Treasury Interface SPS File Report |
Produces a Treasury Interface file and corresponding report of all SPS (Secure Payment System) files that are in the format required for agencies that are GWA Reporters. The SPS process uses summarized amounts (including TAS and BETC codes) to certify data that was previously reported in the Treasury Interface bulk file (FGPY041). |
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RUN_FGPY042 |
FGPY043 TAS BETC Summary Report |
Produces a report that provides TAS BETC total amounts for each transaction type in the Treasury Interface bulk file (FGPY041) and the TAS BETC grand total in the Treasury Interface SPS file (FGPY042). This report provides the TAS BETC information in a user-friendly format. The report is for audit purposes. It is not submitted to the Treasury. |
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RUN_FGPY043 |
FGSF1150 Audit Report SF1150 |
Produces a leave audit report, which the system prepares for the employee upon separation or transfer from an agency. Use this information to validate the leave hours that you forward to the gaining agency, or that you pay out to employees if they are leaving the federal government. |
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RUNCTL_FGSF1150 |
GMTEC002 GM Time & Effort Certification |
Produces a report that higher education institutions use to complete the A–21 Certification requirements for grants. |
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RC_GM_TE |
PAY001 Deductions Register |
Generate the PAY001 register that lists the amount of money deducted from each employee's paycheck for general deductions, garnishments, and benefits, including sales taxes, as of the end of a pay period. |
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RUNCTL_PAYINIT2 |
PAY001CN Deduction Register |
Generate the PAY001CN register that lists the amount of money deducted from each employee's paycheque for general deductions, garnishments, and benefits, including sales taxes, as of the end of a pay period. |
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RUNCTL_PAYINIT |
PAY002 Payroll Register |
Produces a report of paycheck data by name, employee ID, and department ID for all employees who receive a paycheck for a pay run and pay calendar. |
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RUNCTL_PAYINIT RUNCTL_PAYINIT2 |
PAY003 Pay Check Print - US |
A template for printing U.S. paychecks and accompanying check stubs on check stock using the SQR method. Run this report after you perform pay confirmation for a payroll run. |
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RUNCTL_CHK_ADV1 |
PAY003CN Pay Cheque Print - Canada |
A template for printing Canadian paycheques and accompanying cheque stubs on cheque stock using the SQR method. Run this report after you perform pay confirmation for a payroll run. |
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RUNCTL_CHK_ADV |
PAY004 Check Register |
Produces a report of all checks, in check number order, written in the pay period for each company in the organization. |
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RUNCTL_PAYINIT RUNCTL_PAYINIT2 |
PAY005 Cost Center Report |
Produces a report of employee hours and earnings, sorted by cost center. Reports information for each company in the organization, sorted by pay period. See PAY005 - Cost Center. |
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RUNCTL_PAYINIT RUNCTL_PAYINIT2 |
PAY006 Other Earnings Register |
Produces a report of detailed wages other than regular and overtime earnings, such as automobile allowances or expense reimbursements. |
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RUNCTL_PAYINIT RUNCTL_PAYINIT2 |
PAY007 Deductions in Arrears |
Produces a report of all deductions in arrears that you take from employee paychecks at a date later than the regularly scheduled pay period. |
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RUNCTL_PAYINIT RUNCTL_PAYINIT2 |
PAY008 Deductions Not Taken |
Produces a report of employee deductions not were not taken for the pay period. Also shows the deductions and amounts that went into arrears. |
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RUNCTL_PAYINIT |
PAY009 Paysheets |
Print the paysheets created in the Create Paysheet process (PSPPYBLD). See PAY009 - Paysheets. |
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RUNCTL_PAYINIT2 |
PAY010 Employees Not Processed |
Produces a report of employee hours and earnings that were not processed for the pay period. |
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RUNCTL_RPT_RUNID |
PAY011 Payroll Error Messages |
Provides a list of the system error messages generated during the COBOL payroll processes — calendar creation, paysheet creation, pay calculation and pay confirmation. |
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RUNCTL_RPT_RUNID |
PAY013 Employee Earnings Snapshot |
Produces a report of detailed information for U.S. employees as of the date that you specify. |
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RUNCTL_PAY013 |
PAY013CN Employee Earnings Snapshot |
Produces a report of detailed employee information for Canadian employees as of the date you specify. |
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RUNCTL_PAY013CN |
PAY014 Employee Earnings Record |
Prints an earnings summary record for each U.S. employee that is selected as of the date specified. |
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PRCSRUNCNTRL |
PAY014CN Employee Earnings Record |
Prints an earnings summary record for each Canadian employee that is selected as of the date specified. |
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PRCSRUNCNTL |
PAY015A Check Reconciliation |
Reconciles the checks cleared at your financial institution and inserts data into a temporary Check Reconciliation file. It also produces an error listing that shows checks with the wrong net amount, checks flagged as already being cashed, and checks flagged as having been reversed. See Reconciling Checks. |
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RUNCTL_PAYINIT RUNCTL_PAYINIT2 |
PAY015B Check Reconciliation |
Produce a report that lists the outstanding check entries in the temporary Check Reconciliation file. See Reconciling Checks. |
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PRCSRUNCNTL |
PAY017 Paysheets Distributed Earnings |
Print the paysheets created in the Create Paysheet process (PSPPYBLD) for distributed earnings. PAY017 is similar to PAY009 (Print Paysheets), but it scans employee records for paylines related to distributed earnings. |
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RUNCTL_PAYINIT2 |
PAY018 Payroll Summary |
Produces a summary of U.S. paycheck detail by Run ID. It includes amounts, earnings, employee deductions, employer contributions, employee and employer taxes. |
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RUNCTL_PAYINIT4 |
PAY018CN Payroll Summary |
Produces a summary of Canadian paycheque detail by Run ID. It includes amounts, earnings, employee deductions, employer contributions, employee and employer taxes. |
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RUNCTL_PAY018CN |
PAY021 Employer Benefit Contribution |
Produces a report of U.S. employer-paid benefits, sorted by plan type. It includes both taxable and nontaxable amounts for the selected pay period and year-to-date (YTD) month, quarter, and year. |
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RUNCTL_PAYINIT2 |
PAY021CN Employer Benefit Contribution |
Produces a report of Canadian employer-paid benefits, sorted by plan type. It includes both taxable and nontaxable amounts for the selected pay period and YTD month, quarter, and year. |
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RUNCTL_PAYINIT |
PAY025 Balance Adjustment |
Produces a listing of balance adjustments that were processed through the Balance Adjustment pages for US employees. |
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RUNCTL_PAY025 |
PAY025CN Balance Adjustments |
Produces a listing of balance adjustments that were processed through the Balance Adjustment pages for Canadian employees. |
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RUNCTL_PAY025CN |
PAY032
Earnings Codes Subject to Limits |
Produces a list of employees whose paid sick leave amount, paid family and medical leave amount, or paid sick leave hours for a pay period may exceed the predefined limits. |
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RUNCTL_LIMIT_ERN |
PAY032A Employee FICA Threshold Limit Report |
Produces a list of employees whose Social Security taxable wages and tips for a pay period is equal to or exceeds the threshold amount based on the paygroup’s pay frequency. |
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RUNCTL_LIMIT_ERN |
PAY033 Imputed Income Adjustment |
Provides a detailed listing of the imputed income adjustments generated in the Imputed Income process (PSPIMRUN). |
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RUNCTL_PAYINIT2 |
PAY034 Presheet Audit |
Provides a detailed error listing of set up data (employee, benefit, deductions) that can cause errors in the Create Paysheet process (PSPPYBLD). |
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RUNCTL_PRESHEET |
PAY035 Paysheet Records Audit Prior to Calc Pay (paysheet records audit prior to calculate pay) |
Provides a detailed error listing (by company, pay group, and pay end date) of information that might cause problems during the Pay Calculation process (PSPPYRUN). It checks employment taxes and identifies orphan records. This report is usually run after the paysheets are created, and before the calculation. Also as a troubleshooting tool, it can be run after calculation to help identify errors. |
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RUNCTL_AUDIT |
PAY036 Paysheet Records Audit Prior to Confirm |
Provides a detailed listing (by company, calendar year, pay group, month code, pay end date, and employee ID) of information that might cause problems during the Pay Confirmation process. It checks for potential duplicate keys, no active job record found, prior unconfirmed payroll runs, and outstanding off-cycle checks. This report is usually run before confirm. Also as a troubleshooting tool, it can be run after confirm to help identify errors. |
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RUNCTL_AUDIT |
PAY037
Update/Create T&L Paylines for Earnings Codes Defined in the Earnings Limit Table |
(Report Only mode) Produces a list of employee paylines (loaded from Time and Labor) with earnings codes defined on the Earnings Limit Table that may be moved to new paylines, and the FICA status that may be updated. (Update mode) Produces a list of new paylines created for earnings codes after they were moved from their original paylines, and existing paylines with updated FICA statuses. |
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PY_UPD_FICA_ST |
PAY037B
Update/Create Paylines for Earnings Codes Defined in the Earnings Limit Table |
(Report Only mode) Produces a list of employee paylines (loaded from the Load Paysheets process) with earnings codes defined on the Earnings Limit Table that may be moved to new paylines, and the FICA status that may be updated. (Update mode) Produces a list of new paylines created for earnings codes after they were moved from their original paylines, and existing paylines with updated FICA statuses. |
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PY_UPD_FICA_ST |
PAY039 HR Accounting Line Report (human resources accounting line report) |
Produces a listing of the accounting line entries that are created by running the GL Interface process. |
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RUN_PAY039 |
PAY040 Child Support – EFT |
Creates an electronic transmittal file to transfer garnishment payments directly to the state disbursement unit. It also produces output in PDF format. |
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RUNCTL_PAY040 |
PAY050 Allocation By Establishment |
Produces a listing of tip allocation information for establishments. |
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RUNCTL_TIPS_ALLOC |
PAY051 Allocation By Employee |
Produces a listing of tip employees, sorted by establishment. |
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RUNCTL_TIPS_ALLOC |
PAY052 Allocation Earnings |
Produces a report of directly tipped employees and their YTD and pending allocated tips. This is a point-in-time report of all employees with allocated tips, sorted by company. |
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RUNCTL_TIP_PAY |
PAY055 Employee Receipts |
Produces a report of gross receipts for each employee in a selected time period, sorted by input date. Also provides subtotals for each tip establishment and total receipts for the company. |
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RUNCTL_TIP_PAY055 |
PAY056 Final Check Request |
Produces a report of final check requests for which an employee's final check processing status is either N (not processed) or P (loaded to paysheets). |
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RUNCTL_PAY056 |
PAY057 Final Check Reconcile Report |
Produces a report of reconciled employees who have final checks processed, based on pay calendar information that you specify with data from their Employment records. A warning message appears in the report when an employee is not really terminated, but had a final check produced. |
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RUNCTL_PAYINIT |
PAY060 Payroll Accounting Line |
Print details of payroll transactions that interface with PeopleSoft General Ledger or Commitment Control. |
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RUN_PAY060 |
PAY100CN Statistics Canada, Non-Educational Institutions |
Prints an accepted report format for the Survey of Employment for Non-Educational Institutions, Payrolls, and Hours, that is required by the Canadian Labour Division of Statistics. It conforms to Canadian wage reporting requirements. See (CAN) PAY100CN - Statistics Canada, Non-Educational Institutions. |
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RUNCTL_PAY100CN |
PAY102CN Workers Compensation |
Produces a report for Workers Compensation Board (WCB) payroll reporting. It meets Canadian requirements. |
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RUNCTL_PAY102CN |
PAY103CN Overtime Bank |
Produces a report that includes the union or nonunion employees for a date range that you specify, sorted by department, and lists the total number of overtime hours for each employee, sorted by employment record number for Canadian employees. |
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RUNCTL_PAY103CN |
PAY104CN Business Payrolls Survey (BPS) |
Creates a BPS electronic data report (EDR) file for transmission to Statistics Canada and a summary report for your reference. The system produces the transmission file in accordance with the format that is provided by Statistics Canada. See (CAN) PAY104CN - Business Payrolls Survey (BPS) Electronic Data Transmission File. |
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RUNCTL_PAY104CN |
PAY106CN ROE XML Audit Report |
Generate the Create ROE Web Export File (PAY105CN) XML file of ROE data for bulk transfer to the HRSD ROE Web system. |
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RUNCTL_PAY106CN |
PAY107CN Import ROE Web Bulk File |
Import Service Canada serial numbers and amended serial numbers into the PeopleSoft system from the ROE Web bulk transfer file from Service Canada. |
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RUNCTL_PAY107CN |
PAY110CN Statistics Canada, Educational Institutions |
Prints an accepted report format for the Survey of Employment for Educational Institutions, Payrolls, and Hours, that is required by the Canadian Labour Division of Statistics. It conforms to Canadian wage reporting requirements. See (CAN) PAY110CN - Statistics Canada, Educational Institutions. |
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RUNCTL_MO_YR_PAY |
PAY124CN ROE Mass Create (Record of Employment mass create) |
Creates ROE data for a range of dates for Canadian employees. |
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RUNCTL_FRMTHRU_PAY |
PAY125CN ROE Summary (Record of Employment summary) |
Produces a summary report of ROE Data records that have a ROE status of hold, complete, delete, or generate. The system deletes all ROE Data records that have a ROE status of delete. |
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RUNCTL_PAY125CN |
PAY126CN ROE Print Exceptions (Record of Employment print exceptions) |
Produces an exception report of ROE errors that are detected during the ROE Print |
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RUNCTL_PAY126CN |
PAY132CN Payroll Savings Create File |
Creates a Canada Payroll Savings electronic data transmission file and a Transmission Summary report for your reference. The system produces the transmission file in accordance with the format that is provided by the Bank of Canada. |
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RUNCTL_PAY132CN |
PAY300RT Retro Pay Request and Trigger |
Creates a summary of retro requests that includes the request type (job or additional pay), the employee's ID, name, status, and pay group, the retro programs associated with the pay group, and the retro request's status, effective date, and process end date. You can optionally include the trigger details for each retro request. Trigger details include the effective date, the field that changed, and the field's before and after values. |
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RUN_PAY300RT |
PAY301RT Retro Pay All Calculated |
Produces a detailed report of the retroactive pay calculation, sorted and subtotaled according to the sort option you select. You can use this report as a printed audit report. The same information is available online. |
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RUN_PAY301RT |
PAY302RT Retro Pay Summary |
Produces a retro pay summary broken down by request type, with a grand total for all request types. The summary shows the amounts used in the retro pay determination: the old earnings amount, new earnings amount, any override amount, prior retro paid, and the final retro pay amount. |
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RUN_PAY302RT |
PAY303RT Retro Pay Terminations Report |
Produces a report of terminated employees for whom the system has calculated retro pay. This report lists the same information as PAY301RT. Note: Before generating this report, you must run the Retroactive Pay Load Paysheets (PSPRPPSH) COBOL SQL Process with Process Terminated Employees selected on the Load Retro Pay to Paysheets page. This is how the system sets the flag used to identify terminated employees. The Retroactive Pay Load Paysheets process sets the terminated employee flag only for employees who were terminated on or before the pay end date. Therefore, employees who terminated after the pay end date do not appear on the report. |
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RUN_PAY303RT |
PAY304RT Retro Pay Message Report |
Provides complete message text for the messages produced by retro pay processes, and counts the number of messages. |
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RUN_PAY304RT |
PAY305RT Load Paysheet Trans (load paysheet transactions) |
If run after the Load Paysheets (PYLOAD), the report lists transactions that are loaded from other applications or from rapid entry paysheets. If run before the Load Paysheets process (PSPPYBLD), the report lists transactions that originated in other applications that are being loaded into paysheets. |
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RUNCTL_PSHUPLD |
PAY306RT Retro Pay Interest |
(USF) Produces a report of Retro Interest Pay by employee name, national ID, and interest earnings for employees who have interest earnings over the limit in the reporting year. |
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RUNCTL_PAY306RT |
PAY701 Bank Table |
Produces a listing of Bank table information, which is an edit table for Federal Reserve transit numbers. It identifies every banking institution where your company has accounts that are established for paychecks and direct deposits. Note: (CAN) For Canadian reports, the three-digit bank ID is reported in the Bank/Transit # (bank/transit number) field and the branch ID is reported in the Branch field. |
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PRCSRUNCNTL |
PAY702 Company Table - GL Data |
Produces a listing of the GL Data on the Company table, where you establish the individual companies in the corporate structure. This report is a companion to PER707 (the Company Table - General Data report), which lists the payroll-related general ledger information in the Company table. |
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PRCSRUNCNTRL |
PAY703 General Deduction/Deduction Frequency Table |
Produces a listing of the General Deduction/Deduction Frequency table, which contains payroll deductions that do not fit into a category that is covered by a benefit table, such as United Way, union dues, or parking fees. |
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PRCSRUNCNTL |
PAY704 Deduction/Deduction Frequency Table |
Produces a listing of the Deduction/Deduction Frequency table, which contains deduction priority, tax effect, and frequency of both benefit and non-benefit deductions. |
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PRCSRUNCNTL |
PAY705A and PAY705B Deduction Classes |
Produces a listing of the Deduction table in two parts; you must request each report separately by ID number. 705A contains processing the GL information for deduction classes. PAY705B contains the effect of deduction classes on taxes. |
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PRCSRUNCNTL |
PAY708 Shift Table |
Produces a listing of the Shift table, which contains effective dates, rates and factors. See PAY708 - Shift Table. |
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PRCSRUNCNTL |
PAY709 Wage Loss Plan Table |
Produces a listing of the Wage Loss Plan table for Canadian employers. |
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PRCSRUNCNTL |
PAY710 ChartField Transaction Report |
Produces a listing of the ChartField transaction Account Code table. IT is used as an edit table for paysheet processing. |
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PRCSRUNCNTL |
PAY711 Pay Group Table |
Produces a listing of the Pay Group table, which contains effective dates, and other processing characteristics from the Pay Group table. |
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PRCSRUNCNTL |
PAY712 Earnings Table |
Produces a list of the Earnings table, which contains earnings types and their payroll characteristics. This report comes in three parts; you must request each report separately by ID number. 712A and 712B contain information on the USA tax effects related to earnings. 712C contains the Canadian requirements for earnings types. |
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PRCSRUNCNTL |
PAY713 Special Accumulator Table |
Produces a listing of the Special Accumulator table, which is an edit table for payroll processing. It groups together earnings/deduction to be use in the calculation of deduction amounts, such as deductions that are stated as a percent of gross (for example, 401[k]). |
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PRCSRUNCNTL |
PAY714 Pay Calendar Table |
Produces a listing of 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. |
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PRCSRUNCNTL |
PAY715 Garnishment Rules Table |
Produces a listing of the Garnishment Rules table, sorted by state. It lists rules in three sections—(1) rule description and exemption variables, (2) formula details, and (3) rule references. |
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PRCSRUNCNTL |
PAY715CN Garnishment Rules Table |
Produces a listing of the Garnishment Rules table, sorted by province and territory. |
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PRCSRUNCNTL |
PAY716 Disposable Earnings Definition |
Produces a listing of the Disposable Earnings Definition table, where you define disposable earnings that are subject to garnishment and garnishment exemption parameters. |
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PRCSRUNCNTL |
PAY717 Earnings Program Table |
Produces a list of Earnings Program table, where you specify benefit plan and deductions data. |
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PRCSRUNCNTL |
PAY718 Tax Location Table |
Produces a listing of tax location data by location from the Tax Location table. |
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PRCSRUNCNTL |
PAY719 Garnishment Proration Report |
Produces a listing of the Garnishment Proration table, which is sorted by court ID of employees whose garnishment amounts were prorated. |
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RUNCTL_PAY719 |
PAY720 Garnishment Proration Rule Listing |
Produces a listing of the Garnishment Proration Rule Listing table, which contains proration rules from the Garnishment table. |
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PRCSRUNCNTL |
PAY750 Tip Establishment Table |
Produces a listing of the Tip Establishment table, where it displays data related to allocating tips to tipped employees. |
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PRCSRUNCNTL |
PAY751 Final Check Program Table |
Provides a listing of the Final Check Program table, which contains processing rule definitions for earnings, leave accruals, and deductions. |
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RUNCTL_PAY751 |
PAY752 Company ChartField Mapping |
Produces a listing of the Company Chartfield Mapping table for all of the human resources (HR) ChartKeys and their equivalent general ledger accounts and department IDs. |
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RUN_PAY752 |
PAY760 Combination Code |
Produces a listing of the Combination Code table which displays all valid combinations. |
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PRCSRUNCNTL |
PAYGL01 Payroll General Ledger Interface |
For employers using the GL Interface process, this produces accounting lines for PeopleSoft General Ledger. This does not produce a report. |
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RUNCTL_PAYGL01 |
PAYVNDR AP Vendor Listing (accounts payable vendor listing) |
Produces a listings of the AP Vendor Listing table, which displays all vendors, address and other information up to a given date. |
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RUNCTL_PAYVNDR |
PYCHKUSA Print US Checks |
A template for printing U.S. paychecks and accompanying check stubs in PDF using BI Publisher. The report also creates self-service paychecks for display in PDF in the ePay self-service View Paycheck transaction. Run this report after you perform pay confirmation for a payroll run. |
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RUNCTL_CHK_ADV1_EP |
PYCHQCAN Print Canadian Cheques |
A template for printing Canadian paycheques and accompanying cheque stubs in PDF using BI Publisher. The report also creates self-service paycheques for display in PDF in the ePay self-service View Paycheck transaction. Run this report after you perform pay confirmation for a payroll run. |
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RUNCTL_CHK_ADV_EP |
The table in this topic lists and describes PeopleSoft Payroll for North America tax reports.
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
---|---|---|---|
TAX001 Tax Deposit Summary |
Produces pay period details of federal, state, and local taxes that are withheld from employees, and liabilities incurred for employer-paid taxes. Also shows the FUTA (Federal Unemployment Tax Act) Credit Reduction amounts by company and by state. |
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RUNCTL_PAYINIT2 |
TAX002LC Quarterly Local Tax Summary - Employee Detail |
Produces a summary report of employee QTD local wages and withholding. This report lists employees by SSN and name. |
|
PRCSRUNCNTRL |
TAX003CN Tax Submission Summary |
Produces a report that summarizes tax submission data, sorted by payroll account number. |
|
RUNCTL_PAYINIT |
TAX004 Multiple Worksite |
Produces a listing of each tax location, that is used to calculate the employees work taxes. The tax location is considered a worksite when completing the information on the federally mandated Multiple Worksite report (BLS-3020) or state variations. |
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RUNCTL_QTR_YR_PAY |
TAX004ST Employee Count |
Produces a report of employment count totals, sorted by gender, as of the 12th of each month in the quarter for the states of Connecticut, Maine, New Jersey, and Vermont. |
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RUNCTL_TAX004ST |
TAX007 Quarterly Federal Tax Summary |
Produces a report by employee, quarter-to-date (QTD), federal withholding, Federal Insurance Contributions Act (FICA), and unemployment taxes, and includes state-specific FUTA (Federal Unemployment Tax Act) Credit Reduction gross and tax amounts. It lists employees by social security number (SSN) and name, and it provides page and company totals. |
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PRCSRUNCNTRL |
TAX008 Quarterly State Tax Summary |
Produces a summary report of employee QTD state withholding, disability, and unemployment taxes. It lists employees by SSN and name, and it provides page and company totals. |
|
PRCSRUNCNTRL |
TAX009 Local Tax Deposit Summary |
Provides a tax summary report of local taxes withheld, and provides more detail than TAX001. This pay period report lists total taxes withheld for residents and nonresidents separately for each locality. It lists the number of employees in each category and counts only once those employees who receive more than one check. |
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RUNCTL_PAYINIT2 |
TAX010FD Tax Summary - Federal |
Produces a summary report of period-to-date federal income tax, Advance EIC payments, OASDI, OASDI tips, Medicare, Medicare tips, Additional Medicare, Federal Unemployment Insurance and Non Resident Alien Tax 1042. Run the report monthly or quarterly. |
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RUNCTL_TAX010FD |
TAX010FT Quarterly Federal Unemployment Tax Summary Report |
Produces a Federal Tax Summary Report for both Federal unemployment tax and state-specific FUTA credit reduction amounts. Run the report monthly or quarterly. |
|
RUNCTL_PAYINIT2 |
TAX010HA Tax Summary - HIRE Act |
Produces a summary report with negative dollar amounts for employer OASDI taxes on wages and tips. Run the report monthly or quarterly. |
|
RUNCTL_TAX010FD |
TAX010HB Tax Summary - EE Offset |
Produces a summary report negative dollar amounts for employee OASDI taxes on wages and tips. Run the report monthly or quarterly. |
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RUNCTL_TAX010FD |
TAX010ST Tax Summary - State |
Produces a summary report of period-to-date income tax withheld, disability, and unemployment taxes at the state and local levels. Run the report monthly or quarterly. |
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RUNCTL_TAX010ST |
TAX010PA PA Local Services Tax Report |
Produces a summary report of period-to-date local services taxes deducted for Pennsylvania. |
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RUNCTL_TAX010PA |
TAX011PA PA Earned Income Tax Report |
Produces a summary report of period-to-date earned income taxes deducted for Pennsylvania. A tax balance record. |
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RUNCTL_TAX011PA |
TAX012 Ohio Local Tax Reconciliation |
Provides the information for completing the Ohio Form W-3 and local variations. |
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RUNCTL_MO_QTR_YR |
TAX014 Federal Liability by State |
Produces a report of federal withholding and liability (ER and EE FICA plus withholding) for each state. Use this report to determine when to deposit state withholding in those states that associate the frequency of state deposits with the employer's schedule for federal tax deposits. Run TAX014 after each pay period. It inserts a grand total and totals for company, pay period, and check date. |
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RUNCTL_PAYINIT2 |
TAX015 Quarterly Tax Balances Audit |
Produces a report that compares the employee QTD tax balance with the sum of Tax Detail records from each payroll run for each tax class and tax jurisdiction, making it possible to verify that system computations are correct for these balances. (E&G) 1042 balances appear if the Include 1042 Balances check box is selected on the Tax Balance Audit run control page. |
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RUNCTL_QTR_YR_PAY |
TAX016 Employees Default Tax Data Report - U.S. |
Produces a listing of the auto-generated data created by the system, such as the employee's hire date, federal tax status, state tax status and allowances, and local allowances and residence locality for U.S. employees. |
|
RUNCTL_FRMTHRU_PAY |
TAX016A 1099-R Payees Default Tax Data |
Produces a list of auto-generated tax data created by the system, such as the federal tax status, state tax status and allowances, and local allowances and residence locality for U.S. payees in 1099-R companies. |
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RUNCTL_FRMTHRU_PAY |
TAX016CN Default Tax Data Report - Canada |
Produces a listing of the auto-generated data by the system, such as the employee's hire date, default net claim amounts from the Canadian tax tables, and provincial tax credit amounts from the Canadian Income Tax Data record. |
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RUNCTL_FRMTHRU_PAY |
TAX017 Quarterly State Unemployment Tax Verification |
Produces a report to verify that the appropriate employer unemployment tax for the quarter being reported has been calculated and posted to employees' Tax Balance records. |
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RUNCTL_TAX017 |
TAX018 Employee Check Information |
Produces a listing of individual employee pay check information. |
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RUNCTL_TAX018 |
TAX019 Tax Information |
(USA) Produces an individual listing of the tax withholding information for employees and payees (in 1099-R companies). (CAN and USF) Produces an individual listing of the tax withholding information for employees. |
|
RUNCTL_TAX019 |
TAX020 FUTA Credit Reduction Tax (Federal Unemployment Tax Act credit reduction |
Produces a report that lists all employee tax balance occurrences for the tax year where an adjustment is required to make YTD Tax = (YTD Taxable Gross x Credit Reduction Rate). You normally run this at year-end, but you can run it at other times to verify data. |
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RUNCTL_TAX020 |
TAX030 Form 1042-S Tax Liability Data by Pay Period |
Produces tax liability 1042 data for a company and period that you specify. |
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RUNCTL_TAX030 |
TAX100 W-4 Exemptions Report |
Produces a listing of all employees whose U.S. Tax Data records indicate that they are exempt from federal income tax withholding (W-4). |
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RUNCTL_TAX100 |
TAX100CN Exemption Report |
Produces a listing of all employees whose Canadian or Quebec Tax Data records indicate that they are exempt from income tax withholding, exempt from unemployment insurance payments, exempt from Quebec Parental Insurance Plan premiums, or have fewer than 12 months subject to Canada or Quebec Pension Plan contributions. |
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RUNCTL_TAX100CN |
TAX101CN EI Rebate (Employment Insurance rebate) |
Produces a listing of information for employers with private income replacement plans. |
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RUNCTL_TAX101CN |
TAX102CN Health Insurance Premium |
Produces a report of calculated health insurance premiums for provinces with a health insurance tax levied as a percent of payroll: Manitoba, Newfoundland, Ontario, and Quebec. |
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RUNCTL_TAX102CN |
TAX103 Reset W-4 Exempt List |
Produces a listing of employees who have not yet filed a new Form W-4 by the due date to continue their tax exemption status. If the report is run in update mode, it will insert a new tax record to reset the special withholding tax status and tax status. |
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RUNCTL_TAX103 |
TAX103CN Update Source Deductions |
Produces a listing of employees who have not yet filed a new form. It updates federal, Quebec, and provincial basic source deductions for employees by generating a new Canadian Income Tax Data record for each employee who is active as of the effective date specified. |
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RUNCTL_TAX103CN |
TAX105CN Employer Contribution to CNT (employer contribution to Commission des Normes du Travail) |
Produces a report of the calculated annual payment of the contribution to the financing of the CNT by employers with employees working in the province of Quebec. |
|
PRCSRUNCNTL |
TAX107 W-4 Audit Report |
Produces a listing of all employees who either created or updated their W-4 information through self-service. |
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RUNCTL_TAX107 |
TAX108 W-4 Print Self-Service |
Produces a printed version of the electronic Form W-4 information submitted by the employee in the PeopleSoft ePay self-service transaction. |
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RUNCTL_TAX108 |
TAX109 SSN Verification (social security number verification) |
Creates an electronic file that you can use to submit employee name and SSN information to the Social Security Administration for verification. |
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RUNCTL_TAX109 |
TAX516AZ Arizona Tax Percentage Update |
Updates Arizona employees' tax percentages. |
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RUN_MASS_EE_UPD |
TAX516OK Oklahoma Marital Status Update |
Change Oklahoma state tax status from B to the employee's federal tax status value. Note: TAX516OK.SQR was delivered specifically for Oklahoma withholding tax effective January 1, 2006. It has no general purpose. |
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RUN_MASS_EE_UPD |
TAX5162T 2 Tiered Suppl Adj Pgm (two-tiered supplemental adjustment program) |
Update the special accumulator that tracks taxable wages to calculate taxes when the employee is paid over 1 million USD. See (USA) TAX5162T – Two-Tiered Supplemental Adjustment Program. |
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RUNCTL_MASS_UPD2 |
TAX702 Federal/State Tax Table |
Produces a report of the State Tax table and the State Other Tax table, which store the most current tax rates and other parameters used in calculating state and federal withholding, disability, and unemployment taxes. |
|
PRCSRUNCNTRL |
TAX703 Local Tax Table |
Produces a report of the Local Tax table, which contains calculations for local income taxes. |
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PRCSRUNCNTRL |
TAX704 Company State Tax Table |
Produces a report of information from the Company State Tax table, which identifies the states in which your company collects and pays taxes. |
|
PRCSRUNCNTRL |
TAX705 Company Local Tax Table |
Produces a report of information from the Company Local Tax table, which identifies the localities for which your company collects and pays taxes. |
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PRCSRUNCNTRL |
TAX706 Taxable Gross Definition Table |
Produces a report of the Taxable Gross Definition table, which contains definitions that the system uses during payroll calculation to determine state and local taxable grosses and/or income taxes that deviate from the normal federal withholding. It specifies the base for taxable gross and indicates modifications to that base. |
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PRCSRUNCNTRL |
TAX707 State Tax Rate Table |
Produces a report of the State Tax Rate table, which contains bracket rates that are needed for calculating state and federal taxes. |
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PRCSRUNCNTRL |
TAX708 State Reciprocity Rules Table |
Produces a report of the State Reciprocity Rules table, which contain the rules that determine where to withhold income taxes when an employee works in one state and lives in another. |
|
PRCSRUNCNTRL |
TAX709 Local Reciprocity Rules Table |
Produces a report of the Local Reciprocity Rules table, which contain the rules that determine where to withhold income taxes when an employee works in one locality and lives in another. |
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PRCSRUNCNTRL |
TAX711 Marital Status Codes |
Produces a report of the Marital Codes Status table, which contains all valid tax status codes, sorted by state. |
|
PRCSRUNCNTRL |
TAX713 Work-Work Reciprocity Rules Table |
Produces a report of the Work-Work Reciprocity Rules table, where contain the reciprocal rules that determine local income tax withholding when an employee works in a location that has multiple taxing jurisdictions that share a reciprocal agreement. |
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PRCSRUNCNTL |
TAX715 VDI/FLI Administrator Table (Voluntary Disability Insurance/Family Leave Insurance Administrator) |
Produces a report of the VDI/FLI Administrator table. |
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PRCSRUNCNTL |
TAX720 Tax Treaty Table |
Produces a report of the Tax Treaty table. |
|
PRCSRUNCNTL |
TAX810XX Quarterly UI Wage File (quarterly unemployment insurance wage file) |
Creates a file for states that must submit quarterly state wage listings on electronic/magnetic media, not using the EFW2 format. The XX in the report ID is a two-character state abbreviation. |
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RUNCTL_TAX810XX |
TAX860XX Quarterly UI Wage File (quarterly unemployment insurance wage file) |
Creates a file for states that must submit quarterly state wage listings on electronic/magnetic media using the EFW2 format. The XX in the report ID is a two-character state abbreviation. |
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RUNCTL_TAX810XX |
TAX900 Annual Reporting Error Listing |
Lists employees who have negative tax balances or reportable wage amounts that would cause overflow in fields when the system writes W-2 data to magnetic media. It also checks for other error conditions. You normally run this report at year-end, but you can run it at other times to verify SSNs or to check for negative tax balances and other error conditions. |
|
PRCSRUNCNTRL |
TAX905CN NW Territories Payroll Tax (Northwest Territories payroll tax) |
Produces a report of the Northwest Territories Payroll Taxes table. |
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RUNCTL_TAX905CN |
TAX906CN Nunavut Payroll Tax Annual |
Produces a report of the Nunavut payroll taxes. |
|
RUNCTL_TAX906CN |
TAX907CN British Columbia Annual Remuneration Report for Employer Health Tax |
Produces a report of annual total remuneration of B.C. employees. |
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RUNCTL_TAX907CN |
TAX910AU YE Data Audit Report (Year end data audit report) |
Produces an audit listing of the data and amounts loaded in the year-end tables, as reported on the Form W-2s. Note: In some cases, the audit report may include user-defined W-2 box 14 items that were not actually printed on the W-2 form due to space limitations. Also, the box 14 descriptions are limited to 7 characters. If the Short Description on the Tax Form Definitions table exceeds 7 characters, the description on the audit report will be truncated. Run this report after year-end data is loaded (TAX910LD) to year-end tables. |
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RUNCTL_TAX910AU |
TAX910ER YE Record Error Report (Year end record error report |
Produces a list of errors in the year-end records. It also provides an option on the run control to void all year-end forms if errors are found. Run this report after year-end data is loaded (TAX910LD) to year-end tables. |
|
RUNCTL_TAX10ER |
TAX911LD Distributing Year-End Other Earnings and Deductions |
Produces a report that shows the adjusted amounts that will be used for year-end processing of employees who are paid in multiple jurisdictions if the loaded year end amounts for any earnings or deductions do not match the total of the same earnings and deductions amounts from the employee's paycheck detail data. Run this report after year-end data is loaded (TAX910LD) to year-end tables. |
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RUNCTL_TAX911LD |
TAX915 W-3/W-3SS Transmittal Totals Report |
Produces the W-3 Transmittal Totals report for U.S., American Samoa, Guam, and U.S. Virgin Islands. |
|
PRCSRUNCNTL |
TAX916LC Local and Federal W-2 Tax Totals Detail Report |
Produces a listing of local W-2 data used to reconcile the W-2s, and a listing of local W-2 data that is required by some local jurisdictions in lieu of receiving actual copies of individual W-2 forms. Run this report after year-end data is loaded (TAX910LD) to year-end tables. |
|
RUNCTL_TAX916LC |
TAX916PA PA Local EIT W-2 Tax Totals Report (Pennsylvania Local Earned Income W-2 tax totals report) |
Produces a report that lists Pennsylvania Local Earned Income Tax W-2 data for use in reporting to Tax Collection District tax collecting agencies. Run this report after year-end data is loaded (TAX910LD) to year-end tables. |
|
RUNCTL_TAX916PA |
TAX916ST State W-2 Tax Totals Summary Report |
Produces a report that lists state W-2 data that is used to reconcile the W-2s. Run this report after year-end data is loaded (TAX910LD) to year-end tables. |
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RUNCTL_TAX916ST |
TAX918TL W-3PR Transmittal Totals Report |
Produces W-3PR Transmittal Totals report for Puerto Rico. |
|
PRCSRUNCNTL |
TAX930PM |
Produces a print file for reporting distribution and tax data on Form 1099-R for payees, and a file to report 1099-R data electronically to the IRS. |
|
|
TAX940 FUTA Wage Reconciliation Rpt (Federal Unemployment Tax Act wage reconciliation) |
Produces a report that provides federal unemployment tax wage data that is used to complete the Form 940. You normally run this at year-end, but you can run it at other times to verify data. |
|
PRCSRUNCNTL |
TAX940A FUTA Taxable Wages by UI State (Federal Unemployment Tax Act wage by state report) |
Produces a report that provides federal unemployment tax wage data by UI state which is required to complete the Form 940 Schedule A. You normally run this at year-end, but you can run it at other times to verify data. |
|
PY_RUNCTL_TAX940A |
TAX950 |
Produces a print file for reporting data on Form 1042-S, and a file to report 1042-S data electronically to the IRS. |
|
|
TAX960AS (W-2 AS Print File) TAX960GU (W-2 GU Print File) TAX960US (W-2 US Print File) TAX960VI (W-2 VI Print File) |
Reprints W-2 forms for American Samoa, Guam, Puerto Rico, the United States,or the U.S. Virgin Islands respectively for tax years 2001 through 2020 on preprinted forms. |
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RUNCTL_TAX960UST |
TAX960AS (W-2 AS Print File) TAX960GU (W-2 GU Print File) TAX960US (W-2 US Print File) TAX960VI (W-2 VI Print File) |
Select to print all or selected W-2 Reporting Companies when reprinting W-2 forms for tax years 2001 through 2020 on preprinted forms. |
|
RUNCTL_TAX960_COMP |
TAX960FD Create Federal W-2 File |
Produces a file to submit federal W-2 data electronically to the Social Security Administration in the EFW2 format. |
|
RUNCTL_TAX960FD |
TAX960LC Create Local W-2 File |
Produces files to report W-2 wage and tax data to local tax agencies that accept submissions in the Social Security Administration’s EFW2 reporting format. |
|
RUNCTL_TAX960LC |
TAX960PD Create Puerto Rico W-2 File |
Produces a file to report W-2PR wage and tax data to Puerto Rico using the EFW2PR format. |
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RUNCTL_TAX960PD |
TAX960PR (W-2 PR Print File) |
W-2PR Print File for printing annual wage and tax statements for reporting data to Puerto Rico. The file is printed on preprinted forms. |
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RUNCTL_TAX960PR |
TAX960TP Create 8027 File |
Produces a report that provides tip allocation data required to report on the electronic IRS Form 8027 for large tip establishments. |
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RUNCTL_TAX960TP |
TAX960ST Create State W-2 File |
Produces files to report W-2 wage and tax data for states using the Social Security Administration’s EFW2 format. |
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RUNCTL_TAX960ST |
TAX960TI Create W-2 Import File |
Produces files that import W-2 or W-2c information into a tax preparation software provider for employees. |
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RUNCTL_TAX960TI |
TAX960VD Create Virgin Islands W-2 File |
Produces a file to report W-2VI wage and tax data to the U.S. Virgin Islands Bureau of Revenue in the EFW2 format. |
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RUNCTL_TAX960VD |
TAX962TP Form 8027 Audit Report |
Produces a report that provides audit data from the electronic IRS Form 8027 for large tip establishments. |
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RUNCTL_TAX962TP |