Involuntary Deductions Audit Report for the US

Use the Involuntary Deductions Audit Report to review and reconcile your employee involuntary deductions.

Run this process as part of your regular payroll cycle or as needed.

1. From My Client Groups, click Payroll.

2. Click Submit a Flow.

3. Select your US legislative data group.

4. Search for and select Involuntary Deduction Audit Report.

Before You Start

For best results, make sure your involuntary deductions elements are using the latest components, such as input values, balances, and so on. Do this by running the Element Upgrade process after each release upgrade or patch cycle. If you don't, this report displays Requires element upgrade for the impacted data.

For further info, see Element Upgrade Process (2458385.1) on My Oracle Support.

Report Parameters

Effective Start Date

Select the first effective date of the payroll or QuickPay runs you want to include in the report.

Effective End Date

Select the last effective date of the payroll or QuickPay runs you want to include in the report.

Secondary Classification

Select the kind of involuntary deductions you want to report on.

Leave blank to report on all Involuntary Deductions secondary classifications.

Element Name

To run the report against a specific element, select it here.

Leave blank to run against all qualifying elements.

Payroll Relationship Group

Select the payroll relationship group name, if you have defined one. Payroll relationship groups limit the persons processed for payroll, data entry, and reporting. This can be a dynamic payroll relationship group.

Note: Use the Object Groups task to define the payroll relationship group before you can select it here.

Employee Name

To run the report against a specific person, select them here.

Leave blank to run against all qualifying employees.

Process Configuration Group

Select the process configuration group if you have defined one. Use a process configuration group to provide sets of processing parameters, primarily related to logging and performance. If you don't select a process configuration group, the report uses the parameters in the default group for the selected payroll.

Report Results

This process generates a comma-delimited file suitable for viewing in a spreadsheet application, such as Microsoft Excel. The file provides multiple columns of data on your involuntary deductions, including info on:

• Employee name, masked Social Security Number, and payroll relationship number

• Payroll name, pay period end date, payroll flow name, and run type

• Card component name, subprocessing order, state, and reference code

• Various card component details

• Various calculation values entered on the Involuntary Deductions card component

• Various calculated results such as gross earnings, disposable income, protected pay, deduction calculated

• Various fee balances

• Any payees entered on the card component details

If you haven't upgraded your involuntary deductions elements to the latest version, the extract might not be able to derive values for fields in the output file. In these cases, the file displays Requires element upgrade for that row's output column.

Note: The XML file includes these additional fields.If you want an audit report that includes these fields, you need to define your own report template.