Payroll Calculation Reports for the US
As a Payroll Manager, there are several reports to help you:
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Identify any missing statutory data
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Verify payroll calculations and run results and payroll costing results
Here's the reports you can use.
Report name |
How you use it |
When you run it |
Example |
Check here for more info |
---|---|---|---|---|
Balance Exception Report |
Identify values that vary for the same balance dimension. This variance could indicate overpayments or underpayments. |
|
View to identify potentially incorrect payments or amounts withheld. |
Balance Exception Report for the US in the Help Center |
Deduction Report |
View details of payroll deductions processed for the specified period. |
Run every pay period. |
Validate the deduction amounts processed. |
Deduction Report in the Help Center |
Element Results Register |
View a list of elements and their primary output values for processes that generate run results. |
After running the Periodic Payroll Activity Report. |
Review run results for payroll processes. Create a pivot table to obtain totals. During implementation, reconcile run results with the results produced by your legacy payroll. |
Element Results Register for the US in the Help Center |
Employee Active Payroll Balance Report |
View current values for any given list of employee balances. |
Before:
|
To assist with reconciliation and balancing of your data. |
Employee Active Payroll Balance Report for the US in the Help Center |
Gross-to-Net Report |
View summary or detail listings for the total results calculated in the payroll run. Control what results you view by specifying a date range that includes the process dates of the payroll calculations. The report displays the balances for the payroll period in which the process date occurs. |
Run after each payroll run or at a minimum, on a quarterly basis. |
Review balances generated from payroll run, QuickPay, and payroll reversal calculations before calculating prepayments. |
Gross-to-Net Report for the US in the Help Center |
Periodic Payroll Activity Report |
View details of:
These details include:
|
Run the report before processing prepayments. |
Verify, validate, and audit run results before processing payments. |
Periodic Payroll Activity Report for the US in the Help Center |
Payroll Balance Report |
View balance results of the payroll run. Extracts the run balance results for a specific period. Supplies detailed balance info for a specific employee over that period. |
Run as needed for diagnostic purposes. |
Verify the values of other reports. You can use this report to pinpoint a problem discovered by another report. |
Payroll Balance Report for the US in the Help Center |
Payroll Costing Results Report |
View details of the costing results from payroll calculations. View details after submitting corrective actions, such as cost adjustments and retroactive costing, or costing balance adjustments. |
Run the report before transferring costing results to subledger accounting or to Oracle Fusion General Ledger. |
Verify results after you submit a process that generates costing results. |
Payroll Costing Results Report in the Help Center |
Payroll Data Validation Report |
View a listing of noncompliant or missing statutory info for a person by payroll statutory unit. |
Run before calculating payroll as needed. |
Identify any missing attributes based on statutory rules of the legislative data group, such as tax reporting unit. |
Payroll Data Validation Report for the US in the Help Center |
Retroactive Entries Report |
View the number of payroll relationships and total retroactive result values by:
|
Run after you run the Recalculate Payroll for Retroactive Changes process. |
Verify a retroactive salary adjustment. |
Retroactive Entries Report for the US in the Help Center |
Retroactive Notification Report |
View retroactive notifications for events that are awaiting processing, deferred, or both. |
Run this report before you submit the Recalculate Payroll for Retroactive Changes process. |
View unprocessed retroactive events for each employee, enabling you to identify who are included in Recalculate Payroll for Retroactive Changes process. |
Retroactive Notification Report for the US in the Help Center |
Periodic Statutory Deduction Register |
Identify the wages and taxes paid by both the employee and employer. |
Run this report after completing the Calculate Payroll step in the US Simplified Payroll Cycle. |
Verify the federal and regional taxes and liabilities by comparing the taxable wages returned by the Gross-to-Net Report against this report. |
Periodic Statutory Deduction Register for the US in the Help Center |
Tax Withholding Card Audit Report |
Compiles employee tax card info into a single source for easy review. |
Review your tax card info for accuracy before:
|
Check how many employees are claiming exempt from federal withholding. |
Tax Withholding Card Audit Report in the Help Center |
Third-Party Periodic Tax Filing Audit and Audit Details reports |
View the results of your periodic payroll extract. |
Review these files before submitting the tax file to your third-party tax filing provider. |
Check for incorrect values and missing withheld amounts. For further info, see Troubleshoot the Third-Party Tax Filing Interface in the Help Center. |
Oracle Cloud Human Capital Management for the United States: Third-Party Tax Filing Interface (1594079.1) on My Oracle Support |
Use the Location parameter to filter reports by location when reconciling payroll calculation and costing results. The report output lists the payroll relationship records based on a person's assignment location. The report output lists the location along with the other parameters, but not as a column in the results.