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 navigation column, then search for the menu name.

Report name Description Navigation
Accrual Program View accruals. Payroll > Cycle > Cycle Reports > Close > Accrual Program
Adjustments View adjustments. Payroll > Off Cycle > Adjustments
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 > Administration > Reports > Tips > Allocation Tips By Year
Bank Reconciliation View bank reconciliations and voids. Payroll > Off Cycle > Off Cycle > Reports > Reconciliation > Bank Reconciliation
Bank Reconciliation Import Records View import records for bank reconciliations. Payroll > Off Cycle > Off Cycle > Reports > Reconciliation > Bank Reconciliation Import
Calculated Overtime (Cycle Processing) View calculated overtime for cycle processing. Payroll > Cycle > Overtime > Calculated Overtime
Calculated Overtime (Off Cycle Processing) View calculated overtime for off cycle processing. Payroll > Off Cycle > Overtime > Calculated Overtime
Closed Payroll Register View payments and payment totals for closed payroll payments. Payroll > Administration > Reports > Payments
Company Holidays View dates that are designated as holidays for a company. Payroll > Contracts > Company Holidays
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 > Administration > Reports > US Regulatory > Year End > Setup > Employee Configurable Fields
Created Overtime (Cycle Processing) View created overtime for cycle processing. Payroll > Cycle > Overtime > Created Overtime
Created Overtime (Off Cycle Processing) View created overtime for off cycle processing. Payroll > Off Cycle > Overtime > Created Overtime
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 > Administration > Reports > US Regulatory > Employment Statistics > Setup > Configurable Fields
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 > Administration > Reports > US Regulatory > Employment Statistics > Setup > Employee Configurable Fields
Current Employment Statistics Surveys View Current Employment Statistics Surveys. Payroll > Administration > Reports > US Regulatory > Employment Statistics > Processing And Reports > View Surveys
Deduction History View deductions by payment, quarter, and year, or view total deductions. Payroll > Administration > Reports > General > Deduction History
Deduction Maintenance Errors View deduction errors. Payroll > Deductions > Errors
Employee Bank Details View employee bank details such as routing and account information. Payroll > Resources > Bank Accounts
Employee Contracts View employee contract base and additional pay assignment data. Payroll > Contracts > Employee Contracts
Employee Deductions View a list of employee deductions. Payroll > Deductions > Maintenance > Updates > Employee Deductions
Employee Deduction Audit Reports View audit reports for employee deductions. Payroll > Administration > Reports > General > Employee Deduction Audit
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 > Administration > Reports > General > Employee Deduction Limit Report
Employee Garnishments View court-ordered deductions from an employee's pay. Payroll > Resources > Garnishments
Employee Tips View employee tip records. Payroll > Tips > Employee Tips
Employee Tips By Year View each employee's shortfall for every allocation level in which the employee reported tip income. Running the Calculate Shortfall Allocation action with the Run Option of Finalize Shortfall Calculation generates records for allocation tips by year and employee tips by year. Payroll > Administration > Reports > Tips > Employee Tips By Year
Employee USERRA Parameters Define amounts for the Uniformed Services Employment and Reemployment Act. Payroll > Administration > Reports > US Regulatory > Year End > Setup > Employee USERRA Parameters
Employment Contracts View work schedule details as defined in the employment contract. Payroll > Contracts > Employment Contracts
Federal Quarterly Configurable Fields View fields that can be used to configure or override field values on the employee record for federal reporting. Payroll > Administration > Reports > US Regulatory > Federal Quarterly > Setup > Configurable Fields
Federal Quarterly Tax Returns View federal quarterly tax returns. Payroll > Administration > Reports > US Regulatory > Federal Quarterly > Reports > Tax Returns
Finance Interfaces View finance interfaces. Payroll > Cycle > Cycle Reports > Close > Finance Interface
Form 8027 Reports View reports for form 8027 (Employer’s Annual Information Return of Tip Income and Allocated Tips). Payroll > Administration > Reports > Tips > Form 8027 Reports
Garnishment History View garnishment history, posted garnishments, and missing garnishment reports. Payroll > Administration > Reports > General > Garnishment History
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: Payroll > Administration > Reports > Tips > Gross Receipts > Gross Receipt Reports
Gross Receipts Import View import records for gross receipts. You can view all receipts, receipts that have not been processed, and errors. Payroll > Tips > Interface > Gross Receipts Imports
Gross Up Payments View gross up payments. Payroll > Administration > Off Cycle > Other Payment Options > Gross Up Payments
History Import Records View off cycle history import records. Payroll > Administration > Reports > US Regulatory > History Load > Import Records
Holiday Schedules View holiday pay schedules. Payroll > Contracts > Holiday Schedules
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 > Tips > Hours Worked Allocation
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 > Administration > Reports > Tips > Gross Receipts > Hours Worked Reports
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 > Tips > Gross Receipts Allocation
Maintain Year End Parameter Errors View year-end parameter errors. Payroll > Administration > Reports > US Regulatory > Year End > Processing > Maintain Year End Parameter Errors
Manual Payments View manual payments. Payroll > Off Cycle > Manual Payments
Manual Payments Audit List View an audit list of manual payments. Payroll > Administration > Reports > General > Manual Payments Audit
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 > Administration > Reports > US Regulatory > Year End > Reports > Missing EFW2 Records
Missing Time Records View employees who have not submitted time for a payroll cycle. Payroll > Time > Analysis > Missing Time Records
Missing W-2 Records View employees who were not included in the previously submitted W-2 files, but have wages and taxes that must be reported. Payroll > Administration > Reports > US Regulatory > Year End > Reports > Missing W-2 Records
Model Payments View model payments. Payroll > Off Cycle > Other Payment Options > Model Payments
Multiple Worksite Reporting View tax authorities and worksites that can be used for multiple worksite reporting. Payroll > Administration > Reports > US Regulatory > Multiple Worksite
Multiple Worksite Reporting Configurable Fields View fields that can be used to configure or override field values for multiple worksite reporting. Payroll > Administration > Reports > US Regulatory > Multiple Worksite > Setup > Configurable Fields
Multiple Worksite Reporting Employee Configurable Fields View fields that can be used to configure or override employee field values for multiple worksite reporting. Payroll > Administration > Reports > US Regulatory > Multiple Worksite > Setup > Employee Configurable Fields
Multiple Worksite Reports View reports for multiple worksites. Payroll > Administration > Reports > US Regulatory > Multiple Worksite
New Hire Reports View reports for new and rehired employees. Payroll > Administration > Reports > US Regulatory > New Hire
Off Cycle Payroll Distributions View off cycle payroll distributions. Payroll > Off Cycle > Off Cycle Reports > Payments > Payroll Distributions
Off Cycle Payroll Register View payments for the Off Cycle Payroll Register report. Payroll > Off Cycle > Off Cycle Reports > Payments > Payroll Register
One Time Deduction Import View one-time deduction imports. Payroll > Deductions > Maintenance > One Time > Deduction Import
One Time Deductions View one-time deductions that are in Not Processed, Current, Future, and Closed By Payroll status. Payroll > Deductions > Maintenance > One Time > Deductions
Overtime Errors (Cycle Processing) View overtime errors for cycle processing. Payroll > Cycle > Overtime > Overtime Errors
Overtime Errors (Off Cycle Processing) View overtime errors for off cycle processing. Payroll > Off Cycle > Overtime > Overtime Errors
Pay Rules View contract pay rules, details, and time record processing. Payroll > Contracts > Pay Rules
Payment Output Files (Cycle Processing View print payment output files for cycle processing. Payroll > Cycle > Print Payments
Payment Output Files (Off Cycle Processing View print payment output files for off cycle processing. Payroll > Off Cycle > Print Payments
Payment Replacement View replaced payments. Payroll > Off Cycle > Other Payment Options > Payment Replacement
Payments (Reports) View a list of employee payments, closed payments, and closed payment totals. Payroll > Administration > Reports > General > Payments
Payments (Cycle Processing) View payments, wage totals, and deduction totals. Payroll > Cycle > Cycle Reports > Payments > Payments
Payroll Checks (Reports) View payroll checks and closed payroll checks. Payroll > Administration > Reports > General > Payroll Checks
Payroll Checks (Cycle Processing) View open payroll checks. Payroll > Cycle > Cycle Reports > Payments > Payroll Checks
Payroll Cycle View in-progress payment schedules within the current payroll cycle and view data related to each payment schedule. Payroll > Cycle > Payroll Cycle
Payroll Cycle Summary View a summary of payroll cycle processing. Payroll > Cycle > Cycle Reports > Payments > Payroll Cycle Summary
Payroll Distributions View payroll distributions. Payroll > Cycle > Cycle Reports > Close > Payroll Distributions
Payroll Off Cycle View and configure payment schedules that fall outside the regular payroll cycle and view data related to each payment schedule. Payroll > Off Cycle > Payroll Off Cycle
Payroll Off Cycle Summary View a summary of payroll off cycle processing. Payroll > Off Cycle > Off Cycle Reports > Payments > Payroll Off Cycle Summary
Payroll Register View payments for the Payroll Register report. Payroll > Off Cycle > Off Cycle Reports > Payments > Payroll Register
Posted Payroll Cycle Summary View posted payroll cycle summary records and errors. Payroll > Administration > Reports > General > Posted Payroll Cycle Summary
Posted Payroll Distributions View posted payroll distributions. Payroll > Administration > Reports > General > Posted Payroll Distributions
Quarterly Reporting View tax authority quarterly reporting information that is used to generate state quarterly unemployment insurance Payroll > Administration > Reports > US Regulatory > State Quarterly > Reports > Quarterly Reporting
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 > Time > Recurring > Employee Recurring Time Records
Retroactive Pay Changes View retroactive pay calculations, which include the old pay rate, new pay rate, and the difference between these rates. Payroll > Time > Retroactive > Pay
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 > Tips > Shortfall Allocation
SSN Verification Report View Social Security number verification output. Payroll > Administration > Reports > US Regulatory > Social Security Number Verification
Tax Authority Configurable Field Records View fields that can be used to configured for tax authority reporting. Payroll > Administration > Reports > US Regulatory > Year End > Setup > Tax Authority Configurable Fields
Tax Authority Current Employment Statistics Reporting Generate a file of current employment statistics to submit to the Bureau of Labor Statistics. Payroll > Administration > Reports > US Regulatory > Employment Statistics > Processing and Reports > Generate Current Employment Statistics Reports
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 > Administration > Reports > Tips > Tax Credit
Tax Deduction History View tax deduction history by tax authority legal entity, tax authority legal establishment, and employee details. Payroll > Administration > Reports > General > Tax Deduction History
Tax Deductions By Location View employee tax locations. Payroll > Deductions > Maintenance > Tax > Tax Deductions By Location
Time By Pay Period View time record totals by batch and current cycle by pay period, and view future totals by pay period. Payroll > Time > Analysis > Time By Pay Period
Time Record Batches View batches of time records that can be released for processing. Payroll > Time > Batch > Time Record Batches
Time Record Errors View recurring time record errors. Payroll > Time > Analysis > Errors
Time Record Totals View time record totals by batch and current cycle, and view future totals. Payroll > Time > Analysis > Time Record Total
Time Records View time records that can be used for payroll processing. Payroll > Time > All > All Time Records
Tip Credit And Shortage View current and historical tips records. Payroll > Cycle > Tips > Credits And Shortages
Tip Credit And Shortage (Off Cycle) View current and historical tips records. Payroll > Off Cycle > Tips > Credits And Shortages
Tips Calculation Errors View calculation errors for tips. Payroll > Cycle > Tips > Calculation Errors
Tips Calculation Off Cycle Errors View calculation errors for tips. Payroll > Off Cycle > Tips > Calculation Errors
Tips Reporting Log View errors that could have occurred when a tips report was run, along with their source. Payroll > Administration > Tips > Reporting Log
Unemployment Employee Configurable Fields View fields that can be used to configure or override field values on the employee record for state reporting. Payroll > Administration > Reports > US Regulatory > State Quarterly > Setup > Employee Configurable Fields
Unemployment Reports View reports that have been generated for state quarterly unemployment insurance. Payroll > Administration > Reports > US Regulatory > State Quarterly > Reports > Unemployment Reports
Update Eligibility Group Deductions View a list of eligibility group deductions to update. Payroll > Deductions > Maintenance > Updates > Eligibility Group Deductions
Update Employee Deductions View a list of employee deductions to update. Payroll > Deductions > Maintenance > Updates > Employee Deductions
Update Employee Garnishments View a list of employee garnishments to update. Payroll > Deductions > Maintenance > Updates > Employee Garnishments
Wage History View taxable wages for employees. You can view wage history, wages by quarter, or wage totals. Payroll > Administration > Reports > General > Wage History
Weeks Worked View the weeks worked calculation, which is run before reporting for state unemployment insurance is processed. Payroll > Administration > Reports > US Regulatory > State Quarterly > Weeks Worked Calculation > Weeks Worked
Weeks Worked Errors View errors in the weeks worked calculation. Payroll > Administration > Reports > US Regulatory > State Quarterly > Weeks Worked Calculation > Weeks Worked Errors
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 > Time > Analysis > Weighted Average
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 > Contracts > Employment Contracts or HR Administrator > Contracts > Employment Contracts
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 > Administration > Reports > General > Workers Compensation
Year End Configurable Field Records View fields that can be used to configure or override field values for year-end reporting. Payroll > Administration > Reports > US Regulatory > Year End > Setup > Year End Configurable Fields
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 > Administration > Reports > US Regulatory > Year End > Setup > Employee Configurable Fields
Year End Rates And Limits View year-end rates and limits. Payroll > Administration > Reports > US Regulatory > Year End > Setup > Year End Rates And Limits
Year End Remove Arrears View withholding arrears and removed withholding arrears. Payroll > Deductions > Maintenance > One Time > Year End Remove Arrears
Year End Reports View year-end reports. Payroll > Administration > Reports > US Regulatory > Year End > Reports > View Year End Reports
Year End Tip Allocation View amounts for year-end after the Calculate Shortfall Allocation action in Tips > Shortfall Allocation is run with the Run Option of Finalized and Year End check box selected. The Calculate Shortfall Allocation 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 Calculate Shortfall Allocation 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 > Administration > Reports > Tips > Year End Tip Allocation