Gross-to-Net Report for the US

Use the Gross-to-Net Report to review balances generated from payroll run, QuickPay, and payroll reversal calculations before you calculate prepayments. It provides summary and detail listings of the total results calculated in the payroll run. It displays the balances for the payroll period in

It displays the balances for the payroll period in which the process date occurs.

Use the Process Start Date, End Date, and Payroll fields to control the payroll calculation results. The results of the report depend on the number of payroll calculations completed for the payroll within the date range. View the example below to see how you can combine results from two payrolls.

This report runs automatically as part of the US Simplified Payroll Cycle Flow. However, you can also run it on its own.

You would usually run this report after each payroll run or at a minimum, on a quarterly basis.

From My Clients Group, select Payroll.
Click Submit a Flow.
Select your US legislative data group.
Search for and select Gross-to-Net Report.

Before You Start

Make sure you have successfully completed your payroll or QuickPay run for the report's anticipated time period.

Report Parameters

The parameter values determine which records to include in the report.

Scope

Control the results of the report by selecting its scope.

Scope Value	Report Results
Summary	Displays gross-to-net balances for each payroll. It doesn't display the breakdown of the balances by the process date.
Detail	Provides a more detailed breakdown for different sets of process dates.

Process Start Date

Use this field to specify the first effective date of the payroll process to include in the report. The report includes all processes with an effective date on or after this date.

Process End Date

Use this field to specify the last effective date of the payroll process to include in the report. For payroll runs, this is its payroll run date. The report includes all processes with an effective date on or before this date.

Payroll

The name of the payroll you are reporting on.

Payroll Statutory Unit

To include all employees in a payroll statutory unit (PSU) in your report results, select it here.

Leave blank to run against all PSUs.

Tax Reporting Unit

To include all employees in a tax reporting unit (TRU) in your report results, select it here.

Leave blank to run against all TRUs.

Report Category

Select a value to determine the delivery option of the report.

Note: You can define your own delivery option and include it in the report category. For further info, see Delivery Options for Extract-Based Payroll Reports in the Help Center.

Run Mode

Use to control whether the report retains or discards the transient data it creates when producing the output file.

Select Debug only to investigate an issue with the report output or when instructed by Oracle Support.

The Normal option discards the temporary data.

Display All Hours

Select Yes to include hours from Supplemental Earnings and other element classifications. Select No to include only hours from Regular or Standard Earnings and Absence Earnings.

Report Results

Run the Gross-to-Net report in Summary or Detail mode.

Report mode	What it returns
Summary	Displays gross-to-net balances for each payroll. It doesn't display the breakdown of the balances by the process date.
Detail	Returns a more detailed breakdown of the balances by the process date range. This breakdown is required only if you notice a discrepancy in the gross-to-net balances for the overall date range.

For example, you run this report for the period from 01, January 2018 to 31, March 2018 for a monthly payroll. The summary version returns the overall gross-to-net balances for all processes within the 3-month period. The detail version returns three sections, each showing the gross-to-net balances for all payroll processes for that month.

In this example, you want to generate a report that combines results from two payroll periods.

Calculate the payroll for semimonthly payrolls. Offset the process date of the first payroll run to the second payroll period. Here's the balances for each payroll run.

For this payroll period	And this process date	This balance	Has this total
January 1 to 15	January 17	Standard Earnings	$3200.00
		Employee Tax Deductions	$1106.66
		Employer Liabilities	$468.80
January 16 to 31	January 31	Standard Earnings	$3200.00
		Employee Tax Deductions	$1391.73
		Employer Liabilities	$468.80

Submit the Gross-to-Net Report with a start date of January 16 and an end date of January 31.

Both process dates fall between the selected dates, so the report displays the combined results of both payrolls as shown in this table.

Summary	Total
Standard Earnings	$6400.00
Total Gross Pay	$6400.00
Employee Tax Deductions	$2498.39
Total Deductions	$2498.39
Total Net	$3901.61
Employer Liabilities	$937.60
Total Liabilities	$937.60
Total Cost	$7337.70