HR Payroll standard reports and lists
HR Payroll information for reporting is located throughout the navigation menus. In addition, you can create a report from any list.
This table contains the standard reports and lists for HR Payroll. To find these items, navigate to the report using the menu or search for the report using the report name. If another name is specified in the Role and navigation column, then search for the menu name.
| Report name | Description | Role and navigation |
|---|---|---|
| Accrual Program | View accruals. | Payroll Administrator: |
| Adjustments | View adjustments. | Payroll Administrator: |
| Allocation Tips By Year | View amounts by allocation level. The report includes the gross receipts, charged receipts and tips, service charges, reported direct and indirect tip income, and shortfall allocation. | Payroll Administrator: |
| Bank Reconciliation | View bank reconciliations and voids. | Payroll Administrator: |
| Bank Reconciliation Import Records | View import records for bank reconciliations. | Payroll Administrator: |
| Calculated Overtime (Cycle Processing) | View calculated overtime for cycle processing. | Payroll Administrator: |
| Calculated Overtime (Off Cycle Processing) | View calculated overtime for off cycle processing. | Payroll Administrator: |
| Closed Payroll Register | View payments and payment totals for closed payroll payments. | Payroll Administrator: |
| Company Holidays | View dates that are designated as holidays for a company. | Payroll Administrator: |
| Configurable Fields Reporting | View fields that can be used to configure or override field values for year end configurable fields or tax authority configurable fields. | Payroll Administrator: |
| Created Overtime (Cycle Processing) | View created overtime for cycle processing. | Payroll Administrator: |
| Created Overtime (Off Cycle Processing) | View created overtime for off cycle processing. | Payroll Administrator: |
| Current Employment Statistics Survey Configurable Fields | View fields that can be used to configure or override field values for the Current Employment Statistics Surveys. | Payroll Administrator: |
| Current Employment Statistics Survey Employee Configurable Fields | View fields that can be used to configure or override employee field values for Current Employment Statistics Surveys. | Payroll Administrator: |
| Current Employment Statistics Surveys | View Current Employment Statistics Surveys. | Payroll Administrator: |
| Deduction History | View deductions by payment, quarter, and year, or view total deductions. | Payroll Administrator: |
| Deduction Maintenance Errors | View deduction errors. | Payroll Administrator: |
| EFW2 Reporting | View EFW2 reports. | Payroll Administrator: |
| Employee Bank Details | View employee bank details such as routing and account information. | Payroll Administrator: |
| Employee Contracts | View employee contract base and additional pay assignment data. | Payroll Administrator: |
| Employee Deductions | View a list of employee deductions. | Payroll Administrator: |
| Employee Deduction Audit Reports | View audit reports for employee deductions. | Payroll Administrator: |
| Employee Deduction Limit Reports | Monitor deferral amounts of pre-tax and after-tax contributions to ensure that plan participants do not exceed annual limits outlined by the IRS. | Payroll Administrator: |
| Employee Garnishments | View court-ordered deductions from an employee's pay. | Payroll Administrator: |
| Employee Tips | View employee tip records. | Payroll Administrator: |
| Employee Tips By Year | View each employee's shortfall for every allocation level in which the employee reported tip income. Running the action with the Run Option of Finalize Shortfall Calculation generates records for allocation tips by year and employee tips by year. | Payroll Administrator: |
| Employee USERRA Parameters | Define amounts for the Uniformed Services Employment and Reemployment Act. | Payroll Administrator: |
| Employment Contracts | View work schedule details as defined in the employment contract. | Payroll Administrator: or |
| Federal Quarterly Configurable Fields | View fields that can be used to configure or override field values on the employee record for federal reporting. | Payroll Administrator: |
| Federal Quarterly Tax Returns | View federal quarterly tax returns. | Payroll Administrator: |
| Finance Interfaces | View finance interfaces. | Payroll Administrator: |
| Form 8027 Reports | View reports for form 8027 (Employer’s Annual Information Return of Tip Income and Allocated Tips). | Payroll Administrator: |
| Garnishment History | View garnishment history, posted garnishments, and missing garnishment reports. | Payroll Administrator: |
| Gross Receipt Reports | Run the Generate Individual Gross Receipts Report to allocate the tip shortfall amount using the ratio of the gross receipts entered for an individual to the total gross receipts specified for the allocation level for the same period of time. | Payroll Administrator: |
| Gross Receipts Import | View import records for gross receipts. You can view all receipts, receipts that have not been processed, and errors. | Payroll Administrator: |
| Gross Up Payments | View gross up payments. | Payroll Administrator: |
| History Import Records | View off cycle history import records. | Payroll Administrator: |
| Holiday Schedules | View holiday pay schedules. | Payroll Administrator: |
| Hours Worked | View the tip shortfall amount using the ratio of hours worked by an individual to the total hours worked by all employees in the allocation level for the same period of time. | Payroll Administrator: |
| Hours Worked Reports | Run the Generate Hours Worked Gross Receipts Report to allocate the tip shortfall amount of gross receipts using the ratio of hours worked by an individual to the total hour worked by all employees in the allocation level for the same period of time. | Payroll Administrator: |
| Individual Gross Receipts | View the tip shortfall amount using the ratio of the gross receipts specified for an individual to the total gross receipts specified for the allocation level for the same period of time. | Payroll Administrator: |
| Maintain Year End Parameter Errors | View year end parameter errors. | Payroll Administrator: |
| Manual Payments | View manual payments. | Payroll Administrator: |
| Manual Payments Audit List | View an audit list of manual payments. | Payroll Administrator: |
| Missing EFW2 Records | View employees who were not included in the previously submitted EFW2 files, but have wages and taxes that must be reported. | Payroll Administrator: |
| Missing Time Reports | View employees who have not submitted time for a payroll cycle. | Payroll Administrator: |
| Missing W-2 Forms | View employees who were not included in the previously submitted W-2 files, but have wages and taxes that must be reported. | Payroll Administrator: |
| Modeled Payments | View modeled payments. | Payroll Administrator: |
| Multiple Worksite Reporting | View tax authorities and worksites that can be used for multiple worksite reporting. | Payroll Administrator: |
| Multiple Worksite Reporting Configurable Fields | View fields that can be used to configure or override field values for multiple worksite reporting. | Payroll Administrator: |
| Multiple Worksite Reporting Employee Configurable Fields | View fields that can be used to configure or override employee field values for multiple worksite reporting. | Payroll Administrator: |
| Multiple Worksite Reports | View reports for multiple worksites. | Payroll Administrator: |
| New Hire Reports | View reports for new and rehired employees. | Payroll Administrator: |
| Off Cycle Payroll Distributions | View off cycle payroll distributions. | Payroll Administrator: |
| Off Cycle Payroll Register | View payments for the Off Cycle Payroll Register report. | Payroll Administrator: |
| One Time Deduction Import | View one-time deduction imports. | Payroll Administrator: |
| One Time Deductions | View one-time deductions that are in Not Processed, Current, Future, and Closed By Payroll status. | Payroll Administrator: |
| Overtime Errors (Cycle Processing) | View overtime errors for cycle processing. | Payroll Administrator: |
| Overtime Errors (Off Cycle Processing) | View overtime errors for off cycle processing. | Payroll Administrator: |
| Pay Rules | View contract pay rules, details, and time record processing. | Payroll Administrator: |
| Payment Output Files (Cycle Processing | View print payment output files for cycle processing. | Payroll Administrator: |
| Payment Output Files (Off Cycle Processing | View print payment output files for off cycle processing. | Payroll Administrator: |
| Payment Replacement | View replaced payments. | Payroll Administrator: |
| Payments (Reports) | View a list of employee payments, closed payments, and closed payment totals. | Payroll Administrator: |
| Payments (Cycle Processing) | View payments, wage totals, and deduction totals. | Payroll Administrator: |
| Payroll Checks (Reports) | View payroll checks and closed payroll checks. | Payroll Administrator: |
| Payroll Checks (Cycle Processing) | View open payroll checks. | Payroll Administrator: |
| Payroll Cycle | View in-progress payment schedules within the current payroll cycle and view data related to each payment schedule. | Payroll Administrator: |
| Payroll Cycle Summary | View a summary of payroll cycle processing. | Payroll Administrator: |
| Payroll Distributions | View payroll distributions. | Payroll Administrator: |
| Payroll Off Cycle | View and configure payment schedules that fall outside of the regular payroll cycle and view data related to each payment schedule. | Payroll Administrator: |
| Payroll Off Cycle Summary | View a summary of payroll off cycle processing. | Payroll Administrator: |
| Payroll Register | View payments for the Payroll Register report. | Payroll Administrator: |
| Pending Imported Payments | View off cycle pending payments. | Payroll Administrator: |
| Posted Payroll Cycle Summary | View posted payroll cycle summary records and errors. | Payroll Administrator: |
| Posted Payroll Distributions | View posted payroll distributions. | Payroll Administrator: |
| Quarterly Reporting | View tax authority quarterly reporting information that is used to generate state quarterly unemployment insurance | Payroll Administrator: |
| Recurring Time Records | View recurring time records that are used as templates to create time records each pay period. They are used for employees who work the same number of hours each pay period or must be paid the same amount each pay period. | Payroll Administrator: |
| Retroactive Pay Changes | View retroactive pay calculations, which include the old pay rate, new pay rate, and the difference between these rates. | Payroll Administrator: |
| Shortfall Allocation | View the shortfall allocation of tips to tipped employees who did not report the minimum percentage required by the Internal Revenue Service (IRS) of their gross receipts. | Payroll Administrator: |
| SSN Verification Report | View Social Security number verification output. | Payroll Administrator: |
| Tax Authority Configurable Field Records | View fields that can be used to configured for tax authority reporting. | Payroll Administrator: |
| Tax Authority Current Employment Statistics Reporting | Generate a file of current employment statistics to submit to the Bureau of Labor Statistics. | Payroll Administrator: |
| Tax Credit Reports | View the employer tax credit for FICA and Medicare tax obligation paid by the employer for wages paid to satisfy minimum wage. Excess tips are considered as part of the calculations. The report provides totals for wages, hours, minimum wage due, tip credit, tips, excess tips, and tax credit. | Payroll Administrator: |
| Tax Deduction History | View tax deduction history by tax authority legal entity, tax authority legal establishment, and employee details. | Payroll Administrator: |
| Tax Deductions By Location | View employee tax locations. | Payroll Administrator: |
| Time By Pay Period | View time record totals by batch and current cycle by pay period, and view future totals by pay period. | Payroll Administrator: |
| Time Record Batches | View batches of time records that can be released for processing. | Payroll Administrator: |
| Time Record Errors | View recurring time record errors. | Payroll Administrator: |
| Time Record Totals | View time record totals by batch and current cycle, and view future totals. | Payroll Administrator: |
| Time Records | View time records that can be used for payroll processing. | Payroll Administrator: |
| Tip Credit And Shortage | View current and historical tips records. | Payroll Administrator: |
| Tip Credit And Shortage (Off Cycle) | View current and historical tips records. | Payroll Administrator: |
| Tips Calculation Errors | View calculation errors for tips. | Payroll Administrator: |
| Tips Calculation Off Cycle Errors | View calculation errors for tips. | Payroll Administrator: |
| Tips Reporting Log | View errors that could have occurred when a tips report was run, along with their source. | Payroll Administrator: |
| Unemployment Employee Configurable Fields | View fields that can be used to configure or override field values on the employee record for state reporting. | Payroll Administrator: |
| Unemployment Reports | View reports that have been generated for state quarterly unemployment insurance. | Payroll Administrator: |
| Update Eligibility Group Deductions | View a list of eligibility group deductions to update. | Payroll Administrator: |
| Update Employee Deductions | View a list of employee deductions to update. | Payroll Administrator: |
| Update Employee Garnishments | View a list of employee garnishments to update. | Payroll Administrator: |
| W-2 Reporting | View W-2 reports. | Payroll Administrator: |
| Wage History | View taxable wages for employees. You can view wage history, wages by quarter, or wage totals. | Payroll Administrator: |
| Weeks Worked | View the weeks worked calculation, which is run before reporting for state unemployment insurance is processed. | Payroll Administrator: |
| Weeks Worked Errors | View errors in the weeks worked calculation. | Payroll Administrator: |
| Weighted Average Time Records | View pay codes with a calculation type of Weighted Average to support paid sick leave regulations that include rate of pay requirements. | Payroll Administrator: |
| Work Schedules | View the actual work hours that are defined for the organization. For example, the night shift, or Monday through Friday 9 AM to 5 PM. | Payroll Administrator: or |
| Workers Compensation Reports | View workers compensation reports. The reports can be submitted to a company’s insurance company so they can determine the amount of premiums owed. | Payroll Administrator: |
| Year End Configurable Field Records | View fields that can be used to configure or override field values for year end reporting. | Payroll Administrator: |
| Year End Employee Configurable Fields | View fields that can be used to configure or override field values on the employee record for year end reporting. | Payroll Administrator: |
| Year End Rates And Limits | View year end rates and limits. | Payroll Administrator: |
| Year End Remove Arrears | View withholding arrears and removed withholding arrears. | Payroll Administrator: |
| Year End Reports | View year end reports. | Payroll Administrator: |
| Year End Tip Allocation | View amounts for year end after the action in is run with the Run Option of Finalized and
Year End check box selected. The
action
also closes records for the payroll year specified if the Year End check box is selected. Note: After
records are closed by running the action with Year
End checked, you can no longer calculate shortfall allocation for that
year. Only select the Year End check box
after the shortfall allocation calculation is reviewed.
|
Payroll Administrator: |