PeopleSoft Enterprise Human Resources supplies a group of standard reports to help you review the entries in the various tables you use to set up controls for your Human Resources system, including departments, companies, locations, and job codes. For international purposes, you can review the currency codes and exchange rates to see if you need to update the data.
This appendix provides summary tables of basic HRMS reports and Human Resources reports.
Note. For samples of these reports, see the PDF files published on CD-ROM with your documentation.
See Also
PeopleTools PeopleBook: Process Scheduler
These tables list basic PeopleSoft HRMS reports as well as reports for specific PeopleSoft Human Resources business processes sorted by report ID. If you need more information about a report, refer to the report details at the end of this appendix.
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
FGPER802 Geographic Location report |
Produces a detailing of the Geographic Location Table. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Geographic Location |
PRCSRUNCNTL |
FGPER803 Agency report |
Prints all agencies in the Agency Table and default information, including name and address, agency code, and effective date. |
Set Up HRMS, Foundation Tables, Organization, Agency Report Table USF |
PRCSRUNCNTL |
FGPER804 Sub-Agency Table report |
Prints all sub-agencies in the Sub-Agency Table and their associated agencies. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Sub-Agency Table |
PRCSRUNCNTL |
FGPER805 Personnel Office ID Table report |
Prints information about all Personnel Offices in your agency. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Personnel Office ID Table |
PRCSRUNCNTL |
FGPER807 Locality Pay Area Table report |
Prints information for every Locality Pay Area. |
Set Up HRMS, Product Related, Compensation, Locality Pay Area Rpt USF |
PRCSRUNCNTL |
FGPER808 LEO Pay Area Table report |
Lists each LEO Special Pay Area and associated percentage. |
Set Up HRMS, Product Related, Compensation, LEO Pay Area Rpt USF |
PRCSRUNCNTL |
FGPER811 Handicap Table report |
Prints all disabilities and their associated codes. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Handicap Table |
PRCSRUNCNTL |
FGPER812 Legal Authority Table report |
Prints the information about the legal authorities you set up in the Legal Authority table. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Legal Authority Table |
PRCSRUNCNTL |
FGPER813 Nature of Action Table report |
Generates a detailing of the Nature of Action Table. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Nature of Action Table |
PRCSRUNCNTL |
FGPER814 NOA Authority 1 report |
Generates a detailing of the Nature of Action/Authority 1 Table. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, NOA / Authority 1 |
PRCSRUNCNTL |
FGPER816 Priority Placement Table report |
Generates a detailing of the Priority Placement Table. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Priority Placement Table |
PRCSRUNCNTL |
FGPER817 Work Location Table report |
Prints a detailing of the Work Location Table. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Work Location Table |
PRCSRUNCNTL |
FGPER823 USF Job Code Table report |
Prints a list of all job codes and the date on which they become effective. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports USF, Job Code Table |
PRCSRUNCNTL |
GBP001 Group Member Overlapping |
Shows when members belong to more than one group. |
Set Up HRMS, Common Definitions, Group Build, Group Overlapping |
RUNCTL_GBP001 |
GBP002 Group Membership report |
Lists all the members in a particular group. |
Set Up HRMS, Common Definitions, Group Build, Group Membership |
RUNCTL_GBP002 |
PAY701 Bank/Branch |
Lists banks/branches entered in the Bank/Branch table. |
Set Up HRMS, Common Definitions, Banking, Bank/Branch Report |
PRCSRUNCNTL |
PAY710 ChartField Configuration Report |
Lists ChartField codes used in transactions. |
Set Up HRMS, Common Definitions, ChartField Configuration, ChartField Transaction Report |
PRCSRUNCNTL |
PAY711 Pay Group report |
Prints each pay group and its effective date along with the processing characteristics that apply to that group. |
Set Up HRMS, Product Related, Payroll Interface, Reports, Pay Group Table |
PRCSRUNCNTL |
PAY717 Earnings Program Table |
Prints a detailing of your pay plan definitions. |
Set Up HRMS, Product Related, Payroll Interface, Reports, Earnings Program |
PRCSRUNCNTL |
PAY760 Combination Code Report |
Lists account codes set up in the Combination Code Table. |
Set Up HRMS, Common Definitions, ChartField Configuration, Combination Code Report |
PRCSRUNCNTL |
PER506 Security Tree Audit |
Lists discrepancies between entries in the Departments component and departments on department security trees. |
Set Up HRMS, Security, Core Row Level Security, Security Tree Audit Rpt |
PRCSRUNCNTL |
PER701 Department Table report |
Lists all departments by Department ID. |
Set Up HRMS, Foundation Tables, Organization, Department Table Report |
PRCSRUNCNTL |
PER702 Installation Table report |
Lists default values for field defaults, such as company code, minimum/maximum standard hours, and Social Security number. |
Set Up HRMS, Install, Installation Table Report |
PRCSRUNCNTL |
PER705 Location Table report |
Lists each physical location by Location Code. Because you can define locations by effective date, the report program prints all locations (past, present, and future). |
Set Up HRMS, Foundation Tables, Organization, Location Table Report |
PRCSRUNCNTL |
PER707 Company Table report |
Prints all companies in the Company Table and default information, including name and address, company code, and effective date. The report PAY702 prints the General Ledger information you enter in the Company Table. |
Set Up HRMS, Foundation Tables, Organization, Company Table Report |
PRCSRUNCNTL |
PER708 Country Table report |
Prints a list all countries −character codes. |
Set Up HRMS, Install, Country Table Report |
PRCSRUNCNTL |
PER709A US Job Code Table report |
Prints a list of all job codes and the date on which they become effective. It also lists all Job Code page information for U.S.-based companies. |
Set Up HRMS, Product Related, Workforce Administration, Jobcode Rpt USA |
PRCSRUNCNTL |
PER709B Can Job Code Table report |
Prints a list of all job codes and the date on which they become effective. It also lists all Job Code page information for Canada-based companies. |
Set Up HRMS, Product Related, Workforce Administration, Jobcode Table Report CAN |
PRCSRUNCNTL |
PER709C Job Code Table report |
Prints a list of all job codes and the date on which they become effective. |
Set Up HRMS, Foundation Tables, Job Attributes, Job Code Table Report |
PRCSRUNCNTL |
PER711 Standard Letter Table report |
The Standard Letter Table report lists the codes in your Standard Letter Table. |
Set Up HRMS, Common Definitions, Standard Letter Report |
PRCSRUNCNTL |
PER713 Currency Code Table report |
Prints information about each currency. |
Set Up HRMS, Foundation Tables, Currency and Market Rates, Currency Code Table |
PRCSRUNCNTL |
PER714 Currency Rate Table report |
Prints information about exchange rates. |
Set Up HRMS, Foundation Tables, Currency and Market Rates, Currency Rate Report |
PRCSRUNCNTL |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
CAR002 Print P11D Section A |
Print the results from the CAR001 process in a format similar to the UK government form P11D. Before using this page, you must have run the CAR001 report process. |
Benefits, Provide Company Cars, Print P11D Information |
RUNCTL_COMPCAR001 |
CAR003 Car List |
Produce a list of cars in the company’s fleet and list basic information. |
Benefits, Provide Company Cars, Create List of Cars |
PRCSRUNCNTL |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
CMP013 Update Seniority Pay Reporting |
Lists employees and all their seniority changes. Run this report after you’ve run the Update Seniority Pay process (HR_CMP013) and before you run the Upd Seniority Pay − Load Data process (HR_CMP013_CI) to load the changes to Job. |
Workforce Administration, Collective Processes, Seniority Processing, Update Seniority Pay |
RUNCTL_SENPAY2 |
CMP014S Update Seniority Eligibility Reporting |
Lists employees and all their seniority changes. Run this report after you’ve run the Update Seniority Eligibility process (HR_CMP014) and before you run the Upd Seniority Elig − Load Data process (HR_CMP014_CI) to load the changes to Job. |
Workforce Administration, Collective Processes, Seniority Processing, Update Seniority Eligibility |
RUNCTL_SENPAY |
CMP015 Refresh Employee Compensation |
Reports on all the changes performed by the General Compensation Update Process. Run this report after you’ve run the General Compensation Update process (HR_CMP015). |
Workforce Administration, Collective Processes, Refresh Compensation |
RUNCTL_CMP015 |
CMP016 Defaulting Rules Eligibility |
Lists the employees eligible for the selected defaulting rules as of selected date. |
Set Up HRMS, Foundation Tables, Compensation Rules, Defaulting Rules Eligibility Rpt |
RUNCTL_CMP016 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
INT001NL Insurance Board Notification |
Reports personal data for new employees to the Dutch insurance board. |
Workforce Administration, Benefit Information NLD, Reports, Insurance Board Notification |
RUNCTL_INT001_NL |
INT002NL Insurance Notification |
Report to the DNHS (Dutch National Health Service) if an employee’s income rises above a certain level. |
Workforce Administration, Benefit Information NLD, Reports, Health Insurance Notification |
RUNCTL_INT002_NL |
INT003NL Pay Groups |
Provides an overview of the pay groups entered in the system. |
Set Up HRMS, Product Related, Benefits NLD, Reports, Pay Groups |
PRCSRUNCNTL |
INT004NL Earnings |
Reviews all the valid earnings codes that you entered into the system , along with the payroll calculation characteristics that you assign to each. |
Set Up HRMS, Product Related, Benefits NLD, Reports, Earnings |
PRCSRUNCNTL |
INT005NL Deductions |
Reviews all the valid deduction codes that are entered into the system. The SQR is sorted by plan type, deduction code, and effective date. |
Set Up HRMS, Product Related, Benefits NLD, Reports, Deductions |
PRCSRUNCNTL |
INT006NL General Deduction/Frequency |
Shows the calculation type code for each deduction and, where applicable, the flat rate or percentage, the employee pay frequency, and any additional flat deduction amounts. |
Set Up HRMS, Product Related, Benefits NLD, General Deduction/Frequency |
PRCSRUNCNTL |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
PKG003 Packages Due for Review |
Displays all employees with packages ready for review. |
Compensation, Salary Packaging AUS, Create Packaging Reports, Packages Due For Review |
RUNCTL_PKG003 |
PKG004 Package Model |
Enables you to report on an applicant or an employee’s salary package. The information contained in the report displays the details from the employee / applicant salary package pages. Both annual and package period amounts for components, additional components, salary, tax and TPV and TEC are displayed. |
Compensation, Salary Packaging AUS, Create Packaging Reports, Package Models |
RUNCTL_PKG004 |
PKG006 FBT Reconciliation |
Assists in the reporting of benefits and liabilities to the Australian Taxation Office at the end of the Fringe Benefits Tax Year— March 31. The Australian Taxation Office has identified different categories of fringe benefits and each category has its own specific rules for calculating the taxable value. |
Compensation, Salary Packaging AUS, Create Packaging Reports, FBT Reconciliation |
RUNCTL_PKG006 |
PKG007 Package Details |
Reports on the amounts budgeted for each component of a package in each pay period. The report, run on an employee only basis, requires a start and end date of the period of time you want to report on. |
Compensation, Salary Packaging AUS, Create Packaging Reports, Package Details |
RUNCTL_PKG007 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
FGSF182 (USF) SF182 |
Provides a standardized mechanism for generating SF182 reports to request, authorize, and detail estimates costs and billing as well as certify training programs for workers. (SQR) |
Enterprise Learning, Training Reports, SF182 |
RUN_FGSF182A |
MXSTP001 (Format) (MEX) DC-1 Training Mixed Committee Constitution |
Provides details about the formation of a training mixed committee and the establishment associated with the mixed committee. |
Enterprise Learning, Training Reports, STPS DC-1 Format MEX |
RUNCTL_STP001 |
MXSTP002 MXSTP002 (Reverse) |
See above. |
Enterprise Learning, Training Reports, STPS DC-1 Format MEX |
RUNCTL_STP001 |
MXSTP003 (Format) (MEX) DC-2 Training and Development Plans |
Provides training and development plan information, including training objective priorities. Also provides the establishment associated with the mixed committee. |
Enterprise Learning, Training Reports, STPS DC-2 Format MEX |
RUNCTL_STP003 |
MXSTP004 MXSTP004 (Reverse) |
See above. |
Enterprise Learning, Training Reports, STPS DC-2 Format MEX |
RUNCTL_STP003 |
MXSTP005 (MEX) DC-2B Training and Development Registration Application |
Generates a Training and Development Registration Application report. |
Enterprise Learning, Training Reports, STPS DC-2B Format MEX |
RUNCTL_STP005 |
MXSTP006 (MEX) DC-3 Courses/Events Certificates |
Creates a Courses/Events Certificate. |
Enterprise Learning, Training Reports, STPS DC-3 Format MEX |
RUNCTL_STP006 |
MXSTP007 (MEX) DC-4 Courses/Events Certificates List |
Creates a Courses/Events Certificates list. |
Enterprise Learning, Training Reports, MEX STPS DC-4 Format |
RUNCTL_STP007 |
MXSTP008 (Format) (MEX) DC-5 Training and Development External Registration Application |
Generates a Training and Development External Registration application and an instructor list. |
Enterprise Learning, Training Reports, STPS DC-5 Format MEX |
RUNCTL_STP008 |
MXSTP009 MXSTP009 (Reverse) |
See above |
Enterprise Learning, Training Reports, STPS DC-5 Format MEX |
RUNCTL_STP008 |
PER107GR (GER) Int. Prof. Education Status (internal professional education status) |
Details the current status of workers who are enrolled in an internal education training plan. Includes only workers who selected the Intern check box and didn’t select Graduated on the Professional Education page. (Crystal) |
Enterprise Learning, Training Reports, Int Prof Education Status DEU |
PRCSRUNCNTL |
PER703 Course Table |
Lists available courses, including course descriptions, type codes, locations, durations, and schools. You can use it to track internal courses and courses offered by outside vendors. (Crystal) |
Enterprise Learning, Course Reports, Courses |
PRCSRUNCNTL |
TRN001 Training Letters |
Creates training letters. (SQR, Word for Windows) |
Enterprise Learning, Student Enrollment, Create Training Letters |
RUNCTL_TRN001 |
TRN002 Course Session Roster |
Lists the course name, session number, session start date, and all students who are enrolled in a course. (Crystal) |
Enterprise Learning, Course Reports, Course Session Roster |
RUNCTL_TRN002 |
TRN003 Course Waiting List |
Lists all students who are on the course or session wait list for a course. (Crystal) |
Enterprise Learning, Course Reports, Course Waiting List |
RUNCTL_TRN003 |
TRN004 Training Schedule |
Lists all course sessions that are scheduled within a given period. (Crystal) |
Enterprise Learning, Training Reports, Training Schedules |
RUNCTL_TRN004 |
TRN005 Training Facility Schedule |
Lists all course sessions scheduled at a training facility during a given period. All sessions are listed by course start date. (Crystal) |
Enterprise Learning, Training Reports, Training Facility Schedules |
RUNCTL_TRN005 |
TRN010 Active Scenario Summary |
Summarizes approved training demands and budget information for a business unit. (SQR) |
Enterprise Learning, Training Budget, Budget Reports, Active Scenario Summary |
RUNCTL_TRN010 |
TRN011 Global Scenario Summary |
Provides a summary of approved training demands and budget information for the department or business unit retrieving the information from the selected global scenario. (SQR) |
Enterprise Learning, Training Budget, Budget Reports, Global Scenario Summary |
RUNCTL_TRN011 |
TRN016 Target Course Certifications |
Lists the license/certifications that students receive on successful completion of a course. (Crystal) |
Enterprise Learning, Course Reports, Target Course Certifications |
RUNCTL_TRN016 |
TRN017 Course Rating |
Details ratings for sessions of a course. (Crystal) |
Enterprise Learning, Course Reports, Course Rating |
RUNCTL_TRN017 |
TRN018 Course Attendance Status |
Lists the attendance status of the students in a course. (SQR) |
Enterprise Learning, Course Reports, Attendance Status |
RUNCTL_TRN018 |
TRN019 Course Rating Templates |
Serves as the evaluation template to be completed by students enrolled in a course session. (Crystal) |
Enterprise Learning, Course Reports, Course Rating Templates |
RUNCTL_TRN019 |
TRN020 Student Training History |
Lists the courses and sessions completed by a student. (Crystal) |
Enterprise Learning, Training Reports, Student Training History |
RUNCTL_TRN020 |
TRN021 Training Program |
Lists the training program for a worker. (SQR) |
Enterprise Learning, Training Reports, Training Programs, Course Attend. School Program |
RUNCTL_TRN021 |
TRN022 Statistics of EEs Enrolled (statistics of workers enrolled) |
Lists the workers who are enrolled in courses and lists course statistics by company, location, and department. (SQR) |
Enterprise Learning, Training Reports, Statistics of EEs Enrolled, Course Statistics |
RUNCTL_TRN022 |
TRN023 Course Description |
Lists a course description. (Crystal) |
Enterprise Learning, Course Reports, Course Description |
RUNCTL_TRN023 |
TRN024 Course Category |
Lists training catalog course categories. (Crystal) |
Enterprise Learning, Course Reports, Course Category |
RUNCTL_TRN024 |
TRN025 Course Equipment |
Lists equipment needed for a course. (Crystal) |
Enterprise Learning, Course Reports, Course Equipment |
RUNCTL_TRN025 |
TRN026 Course Vendors |
Lists vendors that are associated with a course on the Course Table. (Crystal) |
Enterprise Learning, Course Reports, Course Vendors |
RUNCTL_TRN026 |
TRN027 Prerequisite Courses |
Lists prerequisite courses for a course. (Crystal) |
Enterprise Learning, Course Reports, Prerequisite Courses |
RUNCTL_TRN027 |
TRN028 Target Qualifications |
Lists competencies that the course aims to develop or improve. (Crystal) |
Enterprise Learning, Course Reports, Target Qualifications |
RUNCTL_TRN028 |
TRN029 (FRA) Report Training 2483 |
Compiles results of calculation of the 2483 indicators for declaring vocational training of workers in French organizations. Before running this report, run the Compute Training Report 2483 (DEC2483) process to calculate the indicators. Check the calculation results and do any updating on the FRA Edit 2483 - Edit 2483 page. (Crystal) |
Enterprise Learning, Training Reports, 2483 Tax Declaration FRA |
RUNCTL_TRN029 |
TRN030 Training Plan Summary |
Lists all courses that are included in the training plan for a given budget period and business unit. For each course, the report includes the cost; the number of people approved; and the total number of hours of training, which is calculated by multiplying the number of approved workers by the course duration. (SQR) |
Enterprise Learning, Training Budget, Budget Reports, Training Plan Summary |
RUNCTL_TRN030 |
TRN032 EE Sessn Cost Summary (employee session cost summary) |
Lists the costs that are associated with a worker who is attending a course. Costs are for salary, vendor, facility, equipment, instructor, worker expense, and session expense. (SQR) |
Enterprise Learning, Training Reports, EE Session Cost Summary |
RUNCTL_TRN032 |
TRN033 Training Instructor Schedule |
Lists the courses that an instructor is scheduled to teach during a given period. (Crystal) |
Enterprise Learning, Training Reports, Training Instructor Schedule |
RUNCTL_TRN033 |
TRN034 Equipment Checklist |
Lists equipment that is required for a course session. For each item, the report shows the quantity required, the number available in the training room and facility, and the total number that is booked at the facility for a given period. (SQR) Before running this report, set up the course session in the Course Session Table. |
Enterprise Learning, Training Reports, Equipment Checklist |
RUNCTL_TRN034 |
TRN035 (FRA) Training Plan: Distribution |
Details how a French organization’s training demands are distributed by gender and professional category, such as executive, manager, office worker, qualified worker, and nonqualified worker. (SQR) |
Enterprise Learning, Training Budget, Budget Reports, Trng Plan Distribution FRA |
RUNCTL_TRN035 |
TRN036 (FRA) Training Plan: Cost Details |
Lists a French organization’s training costs that are associated with each course. Details these cost types: facility, instructor, vendor, equipment, salary costs, and expenses. (SQR) |
Enterprise Learning, Training Budget, Budget Reports, Trng Plan Cost Details FRA |
RUNCTL_TRN036 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
CNT001 Contract Information |
Lists the contract history for a selected worker or all workers. You can specify a date range for the report for include all contract history. |
Workforce Administration, Job Information, Contract Administration, Contract Information Report |
RUNCTL_CNT001 |
ES931 Print Wage and Separation |
Prints an ES-931 Request for Wage and Separation Information report. |
Workforce Administration, Job Information, Reports, Print Wage/Separation USF |
GVT_PRINT_ES931 |
FGHR017 Personnel Actions History |
Lists all workers affected by each of the job actions you enter. It prints the following information: name, department, effective date, and reason for the action. For each worker the report lists original hire date, total years of service, worker type, regular/temporary, full/part-time, job code and title, salary grade, compensation rate associated with the action, and supervisor's name. |
Workforce Administration, Job Information, Reports, Personnel Actions History USF |
RUNCTL_PER015 |
FGPER810 Award Type Table |
Generates an award type table report. |
Workforce Administration, Job Information, Reports, Award Action USF |
PRCSRUNCNTL |
FGSF61 Appointment Affidavits |
Produces an Appointment Affidavit STANDARD FORM 61 form to be signed by an appointee. |
Workforce Administration, Job Information, Reports, Appointment Affidavits USF |
RUNCTL_FGSF61 |
FGSF75 Request for Preliminary Employment Data |
Produces a Request for Preliminary Employment Data form. |
Workforce Administration, Job Information, Reports, Request Prelim Employ Data USF |
RUN_CNTL_FGSF75 |
FGSF5052 Request for Personnel Action/Notice of Personnel Action |
Prints the official Notification of Personnel Action form used to notify worker and payroll office of the action, record the action in the Official Personnel Folder, and provide a chronological record of actions that have occurred. |
|
RUNCTL_PAR |
PER001 Department Action Notices |
Lists action notices that are tied to a time period or expiration date. Use it as a reminder of selected personnel action notices. Run the Refresh Employees Table process before running this report. |
Workforce Administration, Workforce Reports, Department Action Notices |
PRCSRUNCNTL |
PER001CH CHE Company Statistics |
This report provides information on worker wages, occupations, and other data necessary for the Company Statistics Report (Betriebszaehlung). The Swiss Federal Department of Statistics requires all Swiss companies to create this report every ten years. |
Workforce Monitoring, CHE-Company Statistics |
RUNCTL_PER001_CHE |
PER002 Employee Birthdays |
Lists workers, their birthdays, and other identifying information. Run the Refresh Employees Table process before running this report. |
Workforce Administration, Personal Information, Biographical, Birthdays Report |
RUNCTL_PER002 |
PER003 Years of Service |
Lists workers who have completed the number of years of service you specify, as of the point in time you specify. Use this report as a reminder of workers who are eligible for vested benefits plans or service recognition awards. |
Workforce Administration, Job Information, Reports, Years of Service |
RUNCTL_PER003 |
PER004 Emergency Contacts |
Lists all contacts entered on the Emergency Contact table for each worker in the system. Run the Refresh Employees Table process before running this report. |
Workforce Administration, Personal Information, Emergency Contacts Report |
PRCSRUNCNTL |
PER005 Employees on Leave of Absence |
Lists all employees on leave and their expected return dates. Use this report to compare the return date you’ve already entered in PeopleSoft Human Resources with the employee’s expected return date or as a reminder for you to enter the return from leave information in the system. Run the Refresh Employees Table process before running this report. |
Workforce Administration, Job Information, Reports, Employees on Leave of Absence |
PRCSRUNCNTL |
PER006 Mailing Labels |
Produces a three-across set of mailing labels for all employees in your PeopleSoft Human Resources database. Run the Refresh Employees Table process before running this report. |
Workforce Administration, Personal Information, Biographical, Mailing Labels Report |
PRCSRUNCNTL |
PER007 Temporary Employees |
Provides an alphabetical list of all employees marked as temporary, along with length of service and other details of employment. |
Workforce Administration, Job Information, Reports, Temporary Employees |
RUNCTL_ASOFDATE |
PER010 Employee Turnover Analysis |
This time-slice report lists each department ID and provides the employee counts as of the date you specify. |
Workforce Administration, Workforce Reports, Employee Turnover Analysis |
RUNCTL_FROMTHRU |
PER015 Personnel Actions History |
Lists all employees affected by each of the job actions you enter. |
Workforce Administration, Job Information, Reports, Personnel Actions History |
RUNCTL_PER015 |
PER020 Employee Home Address Listing |
Contains a complete listing of all employees with addresses and home phone numbers. |
Workforce Administration, Biographical, Home Address Report |
PRCSRUNCNTL |
PER021 Pending Future Actions |
Lists all employees with job action notices scheduled for a future date. |
Workforce Administration, Workforce Reports, Pending Future Actions |
RUNCTL_ASOFDT_COMP |
PER029 Database Audit |
Monitors changes, additions, or deletions made to sensitive fields such as salary amounts. |
Workforce Administration, Workforce Reports, Database Audit |
RUNCTL_FROMTHRU |
PER032 Passport/Visa Expiration |
Lists employees and dependents that have passports, visas, or work permits on file that expire in 90 days of the report run date. The report is divided into two sections. The first section lists passport information including country, passport number, issue date, and expiration date. The second section lists visa and work permit information including country, visa and work permit number, type of permit, issue date, and expiration date. |
Workforce Administration, Personal Information, Citizenship, Passport/Visa Expiration Audit |
PRCSRUNCNTL |
PER033 Citiznship/Country/Visa Audit |
Lists discrepancies between employee citizenship country/status and visa data. Displays various discrepancies found for the employee citizenship status in the Personal Data table. Looks for the country specified in the Installation table and uses it as the local country. |
Workforce Administration, Personal Information, Citizenship, Citiznship/Country/Visa Audit |
PRCSRUNCNTL |
PER038NL NLD Law SAMEN Statistics |
Produces the required SAMEN statistics information related to the number of people in the workforce born in a so-called SAMEN country, or of whom one of the parents has been born in one such country. |
Workforce Administration, Personal Information, Diversity Compliance NLD, Law SAMEN Report |
RUNCTL_PER038_NL |
PER039GR GER Heavily Disabled |
Prints a list of heavily disabled employees and additional information about their disabilities. |
Workforce Administration, Personal Information, Disability, Heavily Disabled GER |
RUNCTL_PER039GR |
PER040GR GER Heavily Disabled Equaliz. |
Calculates the required number of heavily disabled employees and the equalization amount of money if the required number of heavily disabled employees is not fulfilled. |
Workforce Administration, Personal Information, Disability, Heavily Disabl Equalizatn GER |
RUNCTL_PER040GR |
PER054 ESP Official List |
Compiles the information you need for Matricula book reporting. |
Workforce Administration, Workforce Reports, Official List ESP |
PER054_ESP |
PER058 Primary Job Audit |
Lists all employees and/or nonemployees whose job records show potential problems. |
Workforce Administration, Workforce Reports, Primary Job Audit |
RUNCTL_PER058 |
PER060 ITA Disability |
Runs the Annual, Name List, or Disability Statistics reports. |
Workforce Administration, Personal Information, Disability, Disability Report ITA |
RUNCTL_PER060 |
PER063JP Appointment Notification JPN |
Runs appointment notifications. Depending on the Action/Reason combination you use in the run control, this report prints individual employee notifications of hire, rehire, retirement, transfer, and promotion. |
Workforce Administration, Job Information, Reports, Appointment Notification JPN |
RUNCTL_NTF_JPN |
PER064JP Appointment List JPN |
Runs appointment list reports. |
Workforce Administration, Job Information, Reports, Appointment List JPN |
RUNCTL_NTF2_JPN |
PER065JP Completion of IC Transfer JPN |
Lists employees on temporary intercompany transfer. |
Workforce Administration, Job Information, Reports, Completion of IC Transfer JPN |
RUNCTL_PER065_JPN |
PER066BE Termination Notification |
Provides details of the contractual and compensation implications for a Belgian employer in case of a termination, based on the notification period according to the Claeys formula. |
Workforce Administration, Collective Processes, Administration BEL, Create Notification |
RUNCTL_PER066_BEL |
PER066IT ITA Hiring Letters |
Produces the hiring letter which is printed at hiring time and is signed by employee and employer. It gives details of the terms of the job, including probation period and duration. |
Workforce Administration, Increase Workforce, Hire Letter ITA |
RUNCTL_PER066_ITA |
PER066JP Employee Assignment List JPN |
Lists employees by department, including Additional Appointment employees. |
Workforce Administration, Job Information, Reports, Employee Assignment List JPN |
RUNCTL_EMPLIST_JPN |
PER067BEL Social Report |
Reports a variety of employer/employee information required by the government. |
Workforce Administration, Workforce Reports, Social Report BEL |
RUNCTL_PER067BE |
PER100CN CAN Hire List |
Produces a hire list that provides information on social insurance numbers, effective dates, and badge/payroll numbers within the date range provided. |
Workforce Administration, Increase Workforce, Hire Report CAN |
RUNCTL_FROMTHRU |
PER103CN OEE Groups by OCC Group |
While the Ontario Employment Equity Commission (OEEC) no longer requires employees in Ontario to complete workforce surveys, PeopleSoft continues to offer OEE reporting functionality. The report lists the totals of active employees within each defined area code(s) employed within the date range. |
Workforce Administration, Personal Information, OEE Workforce Survey CAN, Groups by OCC Group Report |
RUNCTL_FTCANAC |
PER104CN OEE Groups by Employment Type |
While the Ontario Employment Equity Commission (OEEC) no longer requires employees in Ontario to complete workforce surveys, PeopleSoft continues to offer OEE reporting functionality. |
Workforce Administration, Personal Information, OEE Workforce Survey CAN, Groups by Emplymt Type Rpt |
RUNCTL_FTCANAC |
PER105CN OEE Work Force Survey Stats |
While the Ontario Employment Equity Commission (OEEC) no longer requires employees in Ontario to complete workforce surveys, PeopleSoft continues to offer OEE reporting functionality. The OEE Work Force Survey Stats report lists the number of surveys received and the numbers that were completed. |
Workforce Administration, Personal Information, OEE Workforce Survey CAN, Workforce Survey Stats |
RUNCTL_PER105CN |
PER106CN OEE Groups/Jobs Filled/Vacatd |
While the Ontario Employment Equity Commission (OEEC) no longer requires employees in Ontario to complete workforce surveys, PeopleSoft continues to offer OEE reporting functionality. The OEE Groups/Jobs Filled/Vacated report lists the totals of active employees within the defined area code(s) employed within the date range. |
Workforce Administration, Personal Information, OEE Workforce Survey CAN, OEE Groups/Jobs Filled/Vacated |
RUNCTL_FTCANAC |
PER706A Salary Grade Table |
Lists the salary administration plan and salary grade, description, effective date, currency, and the minimum, maximum, and midpoint rates for each grade. |
Compensation, Salary Planning, Salary Plan Reports, Salary Grade |
PRCSRUNCNTL |
PER706B Salary Grade/Step Table |
Combines the information in the Salary Grade table and the Salary Step Components table into a list showing all grades for each salary plan that exists in your company and the hourly, monthly, and annual rate amount for any steps you set up. You can select to show the components in each step. |
Compensation, Salary Planning, Salary Plan Reports, Salary Grade/Step |
RUNCTL_PER706B |
PER710 Action Reason Table |
Lists the reason codes for each personnel action code and arranges them alphabetically by action. |
Set Up HRMS, Product Related, Workforce Administration, Action Reason Report |
PRCSRUNCNTL |
PER801SG Employee Listing |
Provides employee information based on the run control selections of Department, Employee Name, or Employee ID. |
Workforce Administration, Job Information, Reports, Employee Listing SGP |
RUNCTL_EMP_LIST |
SOCS_AFI_ESP AFI Report |
The AFI process generates a flat file that lists changes in workforce, such as hiring, terminations, personal or job data changes, for a given period. This file is submitted to the social security authorities. |
Workforce Administration, Workforce Reports, AFI Report ESP |
RC_SOCS_AFI_ESP |
TAS001 Temp Assignment w/out End Date |
Lists employees currently on temporary assignment where end dates have not been defined. |
Workforce Administration, Job Information, Temporary Assignments, Temp Assignmt w/out End Date |
RUNCTL_TAS001 |
TAS002 Temp Assignment due to Complete |
Lists employees due to complete temporary assignments within user specified date range. |
Workforce Administration, Job Information, Temporary Assignments, Temp Assignmt due to Complete |
RUNCTL_TAS002 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
BEN001 Health Plan Participants Rpt |
Lists active health plan participants as of a specified date. Useful for determining the number of employees in plan types offered by specific providers. |
Benefits, Report, Participation, Health Plan Participants |
RUNCTL_ASODATE_BEN |
BEN002 Life Insurance Participants Rpt |
Lists active life plan participants as of a specified date. Useful for determining the number of employees in plan types offered by specific providers. |
Benefits, Report, Participation, Life Insurance |
RUNCTL_ASODATE_BEN |
BEN003 Benefit Contributions |
Summarizes benefit contributions by employee and employer. |
Benefits, Reports, Contributions and Deductions, Benefit Contribution Register |
RUNCTL_BEN003 |
BEN003CN Benefit Contributions Can. |
Summarizes benefit contributions by employee and employer for Canadian companies. This report is the same as BEN003. |
Benefits, Reports, Contributions and Deductions, CAN-Contribution Register |
RUNCTL_BEN003CN |
BEN004 Savings Investment Distribution |
Lists total deductions and company contributions for employees participating in savings plans with investment allocations. This program also creates an interface file for use by third-party administrators. |
Benefits, Report, Participation, Savings Investment Distributn |
RUNCTL_BEN004 |
BEN007 Leave Accruals |
This report displays leave accrual information by leave plan and employee. It includes information such as plan year eligibility hours, carryover hours earned year-to-date, hours taken year-to-date, and remaining leave balances. |
Benefits, Report, Participation, Leave Accrual |
RUNCTL_BEN_LANG |
BEN008 Section 415 Compliance Rpt |
The report lists employee amounts either over or under the Section 415 limit. It includes: Company, Employee ID, Effective Date, Special Accumulator, Benefit Program, Percent Of Salary, Maximum Benefit Base, and Gross Amount YTD. It also lists the plans that are excluded from and included in the 415 limit, as well as those plans that are limited. |
Benefits, Reports, Regulatory and Compliance, Section 415 Compliance |
RUNCTL_ASODATE_BEN |
BEN009 Section 415 Non-Compliance Rpt |
BEN009 reports on employees who have exceeded the Section 415 limits. It includes: Company, Employee ID, Calendar Year and Month, Gross Amount YTD, Effective Date, Earnings Code, Benefit Program, Percent of Salary, and Maximum Benefit Base. |
Benefits, Reports, Regulatory and Compliance, Section 415 Noncompliance |
RUNCTL_ASODATE_BEN |
BEN020 FMLA Status Report |
Displays summary information for requests in the following classes: approaching leave requests, current FMLA leave requests, recently completed FMLA leaves and denied FMLA leave requests. You can use this report to manage the FMLA leave process from beginning to end. A review of this report reveals those employees who will soon be going out on leave; what follow-up is needed to support the leaves; those employees who will soon exhaust their leave entitlement. |
Benefits, Track FMLA (Family Medical Lv), Status Report |
RUNCTL_BEN020 |
BEN021 FMLA Payroll Audit |
For employees on FMLA leave or who have recently completed leaves, displays employee ID, name, FMLA request number, begin/return dates, job status, payroll earnings during leave period, FMLA hours taken (paid and unpaid), and the total difference between the hours reported as paid by Payroll and those marked as paid in the FMLA system. |
Benefits, Track FMLA (Family Medical Lv), Payroll Audit Report |
RUNCTL_BEN021 |
BEN022 BEN023 HIPAA Medical Certificates |
BEN022 prints a twelve-month history of a former employee’s group health coverage for specified plan types, as specified by the Health Insurance Portability and Accountability Act (HIPAA) of 1996. BEN023 prints a history for a selected dependent. Only plan types with the HIPAA Plan check box selected on the Benefit/Deduction Program Table have HIPAA history displayed on these reports. |
Benefits, Reports, Regulatory and Compliance, HIPAA |
RUN_CNTL_HIPAA |
BEN040 Billing Statement |
Prints a bill for all employees with outstanding balances who are actively enrolled in the Benefits Billing system. Statements report activity from/to dates; activity type, plan type, benefit plan, coverage, amount and due dates. Also included is the total due and total overdue information, with any comments entered on the billing calendar. |
Benefits, Benefits Billing, Create Statements, Print Billing Statement |
RUNCTL_BEN040 |
BEN041 Delinquent Accnt |
Displays charge and payment activity for employees who have failed to keep their payments current in accordance with the terms established on the Benefits Billing Plan Table. You can use this report to determine what participants are delinquent, the number of days past due and the total amount due. You can also use this report to learn what the total number of participants past due, time overdue and the total amount due. |
Benefits, Benefits Billing, Reports, Delinquent Accounts |
RUNCTL_BEN041 |
BEN042 Receivable Report |
Displays all payment activity, include the amounts paid and how the amounts were applied. You can use this report to verify the dollar amount of payments received from employees. It can also be used to determine how the moneys received were applied. You can also use this report for general ledger reconciliation and auditing. |
Benefits, Benefits Billing, Reports, Accounts Receivable |
RUNCTL_BEN042 |
BEN043 Billing History |
Displays all billing account activity for a specific period of time, by employee. Use this report to answer questions from employees regarding their billing accounts. This report can also be used as a tool in troubleshooting and auditing billing activity. System prompts you to specify from and through dates. |
Benefits, Benefits Billing, Reports, History Activity |
RUNCTL_BEN043 |
BEN044 Billing Calculation Errors |
Lists billing calculation errors. |
Benefits, Benefits Billing, Review Processing Results, Calculation Error Report |
RUNCTL_BILL_CAL |
BEN045 Benefits Billing Audit |
Displays employees with open charges and open credits; active enrollments audit; inactive enrollments audit; employees with holds longer than three months; and enrollment holds longer than three months. Use this report to audit billing enrollments that may require follow-up activity. For example, data will only be displayed for employees with open charges and credits when an error condition exists. |
Benefits, Benefits Billing, Reports, Billing Audit |
RUNCTL_BEN_LANG |
BEN050 Primary Jobs Audit |
Identifies employees without a record in the Primary Jobs table, employees without a job in the Primary Jobs table, employees without a primary job flag turned on, employees without a primary job indicated for a specific benefit record, and, employees with more than one primary job designated for a specific benefit record number. |
Benefits, Maintain Primary Jobs, Create Audit Report |
RUNCTL_BEN050 |
BEN110 Snapshot Premium Report |
List employees, their coverage, and premium amounts for specified vendor and plan type. |
Benefits, Interface with Providers, Snapshot Premium Report |
RUNCTL_BEN102 |
BEN140 Ben Billing Payment Interface |
This program reads payment information from a third-party interface file and posts those payments against open accounts. Lists information about Benefits Billing payments processed by the batch interface process. Can be used as an alternate to entering payments through the Payment Entry page. The system applies the payments to the charges by plan type within due date, oldest due date first. The payments are posted as of the posting date on the transaction. |
Benefits, Benefits Billing, Billing Interface, Post Payments from File |
RUNCTL_BEN_LANG |
BEN141 A/R Interface |
The A/R Interface report extracts all charges for a selected billing period and any charge adjustments with posting dates that fall within the billing period. The system will produce a file called BILLAR. The output file BILLAR holds 2 types of records. One holds employee information, the other holds the accounting information for the Benefits Billing charges and charge adjustments. Use this report to report to interface billing charges to an accounts receivable system. |
Benefits, Benefits Billing, Billing Interface, Provide Billing to AR |
RUNCTL_BILL_CAL |
BEN701 FSA Benefit Table Listing |
Lists information in the Flexible Spending Account Table. Use this report to verify that you have correctly updated and made changes to the table. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Flexible Spending Account |
RUNCTL_BEN_LANG |
BEN702 Flat Rate Table |
Prints information from the Flat Rate Table, where you define rates to be charged per selected frequency for a particular benefit program/plan. |
Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Flat Rate Table |
RUNCTL_ASODATE_BEN |
BEN703 Disability Plan Table Listing |
Prints information from the Disability Plan Table. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Disability Plan |
RUNCTL_BEN_LANG |
BEN704 Age-Graded Rate Table Listing |
The Age Coverage Table report lists the effective dates of the rates and rating factors such as age ranges, sex, and smoker/non-smoker by employer and employee for each set of your age-graded rates. |
Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Age Coverage Rate |
RUNCTL_ASODATE_BEN |
BEN705 Life AD/D Table Listing |
Prints information from the Life AD/D Plan Table, including plan type, plan name, benefit plan ID and name, effective date, coverage, flat amount, rating factor, and group code. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Life AD/D Plan Table |
RUNCTL_BEN_LANG |
BEN707 Savings Plan/ Investment Table |
Prints information from the Savings Plan Table, including savings plan type, benefit plan, effective date, employer investment matching option, and the terms of the employee deductions and employer contributions and investment options. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Savings Plan |
RUNCTL_BEN_LANG |
BEN708 Calculation Rules Tbl Listing |
Lists calculation rules information by calculation rule ID. |
Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Calculation Rules |
RUNCTL_BEN_LANG |
BEN709 Benefit Plan Table Listing |
Prints information from the Benefit Plan Table, including effective date, description, provider ID and name, default deduction code and name, and the indicator for non-discrimination testing. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Benefit Plan |
RUNCTL_BEN_LANG |
BEN710 Leave Plan Table Listing |
Prints information from Leave Plan Table page 1, including plan type, plan name, benefit plan name and ID, effective date, accrual process date, accrual frequency, service interval, special calculations, year the plan begins, and the maximum leave balance and carryover allowed. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Leave Plan — Basic Attributes |
RUNCTL_BEN_LANG |
BEN710A Leave Plan Table (Svc Rates) |
Prints information from Leave Plan Table pages 2 and 3, including each plan type and its name and ID, effective date, service interval, separate service rate values and bonus values, pay versus time, pay at term, term pay percent, negative balances allowed, and individual first year rate values. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Leave Plan-Accrual and Bonus |
RUNCTL_BEN_LANG |
BEN711 Retirement Plan Table Listing |
Lists information from the Retirement Plan Table, where you define retirement plans for the California Public Employees Retirement System (PERS). |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Retirement Plan |
RUNCTL_BEN_LANG |
BEN713 Benefit Program |
Prints information from the Benefit Program Table, including associations between benefit programs and plans, rates, calculation rules, and payroll rules. This report serves as an audit trail for the information defined on the Benefit Program table. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Benefit Program |
RUNCTL_BEN713 |
BEN714 Service Rate Table Listing |
Prints information about each service rate ID, including effective date, pay frequency, rate per unit, service intervals, total rate, employer portion, and employee portion. This report serves as an audit trail for the information defined on the Service Rate table. |
Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Service Rate |
RUNCTL_ASODATE_BEN |
BEN715 Vacation Buy/Sell Plan Listing |
Prints each vacation buy/sell plan type name and ID and its effective date, buy/sell description, earnings type, pay frequency, vacation hours (increments, minimum, and maximum), and the percent of salary and maximum vacation amounts. This report serves as an audit trail for the information defined on the Vacation Buy/Sell table. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Vacation Buy/Sell |
RUNCTL_BEN_LANG |
BEN716CN Pension Plan Table Listing 1 |
Prints information from the Canadian Pension Plan Table, including plan type and name, benefit plan and name, effective date, special accumulator code, pension plan type, voluntary contributions indicator, credit CPP indicator, RCT registration number, contribution percentage, and the employee and employer percentages for contributions up to YMPE and over YMPE. This report serves as an audit trail for the information defined on the Canadian Pension Plan tables. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Pension Plan–Canada- Basic |
RUNCTL_BEN_LANG |
BEN717CN Pension Plan Table Listing 2 |
Prints information from the Canadian Pension Plan Table, including plan type and name, benefit plan and name, effective date, contribution rate type, the pension rate earnings limit, and the employee and employer percentages for contributions up to YMPE and over YMPE. This report serves as an audit trail for the information defined on the Canadian Pension Plan tables. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Pension Plan-Canada-Rates |
RUNCTL_BEN_LANG |
BEN718CN Pension Plan Table Listing 3 |
Prints information from the Canadian Pension Plan Table, including plan type and name, benefit plan name and ID, effective date, special accumulator, pension plan type, if voluntary contribution is allowed, pension administration percentage under and over the YMPE, pension administration earnings that are excluded, benefit entitlement ceiling, and the pension administration annual base hours. This report serves as an audit trail for the information defined on the Canadian Pension Plan tables. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Pension Plan-Canada-Limits |
RUNCTL_BEN_LANG |
BEN720 FMLA Plan Table Listing |
Prints information from the FMLA Plan Table, including FMLA calendar type, eligibility criteria, and the annual leave entitlement. This report serves as an audit trail for the information defined on the FMLA Plan table. |
Set Up HRMS, Product Related, Base Benefits, FMLA (Family Medical LV), FMLA Plan Table Report |
RUNCTL_BEN_LANG |
BEN721 Limit Table List. |
Prints information from the Limit Table, where you define government regulations that limit the amount that a participant can contribute or receive from a qualified plan. This report serves as an audit trail for the information defined on the Limit table. |
Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Limit Table |
RUNCTL_ASODATE_BEN |
BEN731 Salary Rate Table |
Lists information from the Salary Rate Table, where you define a percentage of salary for flexible credit options and deduction calculations. Includes effective dates of the salary percentages for a rate ID. This report serves as an audit trail for the information defined on the Salary Rate table. |
Set Up HRMS, Product Related, Base Benefits, Rate/Rule Reports, Salary Rate |
RUNCTL_ASODATE_BEN |
BEN733 Base Benefit Audit Report |
Summarizes potential employee data error conditions as related to Base Benefits business process. Includes employees without Employment records, employees without Job records, employees under 16 years old, employees with unusual dependents signed up for coverage, employees with spouses (or other dependents) both electing health benefits, employees with overage dependent coverage, and employees with incorrect health plans set up on the Benefit Program Table. |
Benefits, Reports, Audits, Base Benefits Consistency Audit |
RUNCTL_BEN_LANG |
BEN734 Court Orders Audit Report |
Lists employees not compliant with court-ordered dependent benefit coverage or minimum spousal coverage. |
Benefits, Reports, Audits, Court Ordered Coverage Audit |
RUNCTL_BEN734 |
BEN740 Billing Calendar Table Listing |
Use this report to list of generated billing periods. It is also a quick reference for payment due information by billing period. Displays the following information for each billing period: billing period identifier, begin/end dates, payment due date, COBRA payment due date, calculation run (y/n) and statements printed (y/n). |
Set Up HRMS, Product Related, Base Benefits, Billing, Calendar Report |
RUNCTL_BEN_LANG |
CBR001 COBRA Qualify Ltr |
Generates letters that display a qualified COBRA participant’s terminating health coverage, qualified COBRA coverage, and the response dates by which he or she must return the election or waive request. It also includes an enrollment form. |
Benefits, Administer COBRA Benefits, Manage Automated Participation, Create Initial Letter |
RUNCTL_CBR001 |
CBR002 COBRA Secondary Notification Letter |
Generates letters that display information about the extension of COBRA continuation coverage for COBRA participants who have experienced secondary qualifying events. |
Benefits, Administer COBRA Benefits, Manage Automated Participation, Create Secondary Letter |
RUNCTL_CBR002 |
CBR003 COBRA Termination Letter |
Generates letters that inform COBRA participants that their COBRA coverage is about to expire. |
Benefits, Administer COBRA Benefits, Terminate COBRA Coverage, Create Termination Letter |
RUNCTL_CBR003 |
CBR004 COBRA Open Enrollment Letter |
Provides Open Enrollment forms for COBRA participants. |
Benefits, Administer COBRA Benefits, Manage Automated Participation, Create Open Enrollment Letter |
RUNCTL_CBR004 |
CBR005 COBRA Event Summary |
Lists all employees for whom a COBRA event occurred, along with the event status. |
Benefits, Administer COBRA Benefits, Review Processing Results, Event Summary Report |
RUNCTL_CBR005 |
CBR006 COBRA Enrollment |
Lists all COBRA participants and their current elections, including coverage begin dates. |
Benefits, Administer COBRA Benefits, Review Processing Results, Enrollment Report |
RUNCTL_CBR006 |
CBR007 COBRA Audit |
Displays active employees enrolled in COBRA health coverage; employees and spouses (or other dependents) electing health benefits for the same dependent ID; and employees who have overage dependents. |
Benefits, Administer COBRA Benefits, Review Processing Results, Audit Report |
RUNCTL_ASODATE_BEN |
CBR008 COBRA Administration Error |
Displays errors in the COBRA process, including COBRA event conflicts, lack of eligible benefit program or multiple eligible benefit programs, or duplicate COBRA events. |
Benefits, Administer COBRA Benefits, Review Processing Results, Error Report |
RUNCTL_CBR008 |
FGPY017 (USF) FEHB Reconciliation |
Federal agencies are required to send quarterly reports to major FEHB providers. These reports allow the provider to compare their enrollment records with that of the federal agency. They also provide total headcount and premium amounts. |
Benefits, Interface with Providers, FEHB Reconciliation Report |
GVT_RUN_FGPY017 |
NDT004 401 Nondiscrimination Testing |
Lists output from the 401(k) Nondiscrimination Testing SQR (NDT002) and from the 401(m) Nondiscrimination Testing SQR (NDT003). |
Benefit, Conduct Nondiscrimination Tsts, Section 401 Testing, 401 Testing Report |
RUNCTL_NDT004 |
NDT008 129 Nondiscrimination Testing |
Lists the results of three Section 129 Nondiscrimination Testing SQRs:. NDT005: Eligible Cross Section Test (eligible employees test) NDT006: 55% Average Benefits Test NDT007: Concentration Test (5% Owner Test) |
Benefit, Conduct Nondiscrimination Tsts, Section 129 Testing, 129 Testing Report |
PRCSRUNCTL |
PAY031 Deductions and Benefits Register |
Reports deductions taken, sorted by deduction code |
Benefits, Reports, Contributions and Deductions, PI Benefit Deductions Register |
RUNCTL_PAYINIT2 |
PAYVNDR Provider/Vendor |
Lists information from the Provider/Vendor table, including provider name and ID, provider effective date, provider address, and a separate address line for premium payment, where applicable. |
Set Up HRMS, Product Related, Base Benefits, Plan Reports, Provider/Vendor Listing |
RUNCTL_PAYVNDR |
RDED001 Retroactive Deductions Requested - ‘Not Processed Status |
Lists retroactive deduction requests that have not been processed. |
North American Payroll, Retroactive Payroll, Reports, Ben/Ded Pending Request Summry |
RUNCTL_RTRODED1 |
RDED002 Retroactive Deductions in Progress - ‘Calculate Status’ |
Lists retroactive deduction requests that have been processed. |
North American Payroll, Retroactive Payroll, Reports, Ben/Ded All Calculated |
RUNCTL_RTRODED1 |
RDED002B Retro Ben/Ded Summary |
Summarizes retroactive deduction request information by employee ID. Includes deduction type, deduction amount (old and new), and recalculated deduction amounts with the total due to or due by the employee. |
North American Payroll, Retroactive Payroll, Reports, Ben/Ded Paysheet Load Sumamry |
RUNCTL_BEN_LANG |
RDED003 Retroactive Deductions Audit Rpt - ‘Loaded to Paysheet’ Status |
Summarizes retroactive deduction information for requests loaded to the payroll system. Includes deduction type, deduction amount (old/new) and recalculated deduction amounts with total due to and/or due by the employee. |
North American Payroll, Retroactive Payroll, Reports, Ben/Ded Paysheet Load Audit |
RUNCTL_RTRODED3 |
RDED004 Retroactive Ben/Ded Terms Calculated (Terminated Employees Loaded) |
Summarizes retroactive deduction information for requests loaded to the payroll system for terminated employees. Includes deduction type, deduction amount (old/new) and recalculated deduction amounts with total due to and/or due by the employee. |
North American Payroll, Retroactive Payroll, Reports, Ben/Ded Terms Calculated |
RUNCTL_RTRODED3 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
BUD001 Department FTE |
Run a Department FTE (department full time equivalent) report, which captures the difference between full time equivalent caps and FTE actuals for each department. |
Set Up HRMS, Product Related, Commitment Accounting, Reports, Department FTE |
RUNCTL_FRMTHRU_DPT |
BUD009 Encumbrance Messages |
Run an Encumbrance Message report, which provides information on encumbrance processing error messages. Before using this page, you must have run the encumbrance processes |
Set Up HRMS, Product Related, Commitment Accounting, Reports, Encumbrance Messages |
RUNCTL_BUD009 |
BUD011 Funding Summary |
Run a Funding Summary Report page, which lists a summary of funding information for positions or employees within a department. This report can also print information about a specific position or employee when you enter employee or position information as a run control. Before using this page, you must have set up funding information for the departments on which you are reporting. |
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RUNCTL_BUD011 |
BUD012 FTE Rollup |
Run an FTE Rollup report, which provides a detailed listing of total filled and vacant FTE (full time equivalent) counts by department. |
Set Up HRMS, Product Related, Commitment Accounting, Reports, Full-Time Equivalent Rollup Report |
RUNCTL_BUD012 |
BUD020 Retro Distribution |
Report on the paychecks that have been modified using retroactive distribution. The report displays the old and the modified check data. |
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RUNCNTL_BUD020 |
HPCA010 Predistribution Audit |
The Predistribution Audit report audits payroll and configuration data and identifies any errors that could be encountered when you run the Actuals Distribution or Actuals GL Interface processes. Run the Predistribution Audit report after you’ve run the Paysheet Create process, but before running the Actuals Distribution process. |
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HP_RUNCTL_PDAUDIT |
HPCA012 Fringe and Gross Report |
Reports on the Pay Check Distribution records. Run after you’ve completed the Pay Check distribution process. You must set up column definitions and run the Fringe Gross Load process before running the Fringe and Gross report. |
North American Payroll, Payroll Distribution, GL Interface Reports, Gross and Fringe |
HP_RCTL_GRSFR_RPT |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
CMM007 Licenses, Certificates Renewal |
Lists which employees need to renew a license or certificate. Note. This report from the PeopleSoft Human Resources Manage Competencies business process is also available on the Administer Training menu: PER703 Course Table. |
Workforce Development, Competency Management, Track Person Competencies, Licenses/Certificate Renewal |
RUNCTL_CMM007 |
NVQ001 (GBR) UK NVQ - Employee Status |
Lists employees assigned to an NVQ and their status. |
Workforce Development, Competency Management, NVQ Reports, Employee Status |
PRCSRUNCNTL |
NVQ002 (GBR) UK NVQ - Unit Listing |
Lists all defined NVQ units. |
Workforce Development, Competency Management, NVQ Reports, Unit Listing |
PRCSRUNCNTL |
NVQ003 (GBR) UK NVQ - NVQ Listing |
Lists all defined NVQ units. |
Workforce Development, Competency Management, NVQ Reports, NVQ Listing |
PRCSRUNCNTL |
NVQ004 (GBR) UK NVQ − Unit/Element Listing |
Lists the elements associated with NVQ units. |
Workforce Development, Competency Management, NVQ Reports Unit/Element |
PRCSRUNCNTL |
NVQ006 (GBR) UK NVQ - Employee Plan |
Summarizes an employee’s NVQ Unit plan (defined on the Track NVQ - Plan NVQ Units page). First run the NVQ - Initialize Plan process to generate this report. |
Workforce Development, Competency Management, NVQ Reports, Employee Plan |
PRCSRUNCNTL |
PER011 Competency Inventory |
Lists employees in a department and their competencies. Run the Refresh Employees Table process before running this report to include any new employees and their associated competencies. Use the same Run Control ID for both the Refresh Employee Table process and the Competency Inventory report. |
Workforce Development, Competency Management, Track Person Competencies, Competency Inventory |
RUNCTL_PER011 |
PER537 Competency Listing |
Lists competency types and the competencies associated with each type; also lists descriptions and categories. |
Set Up HRMS, Common Definitions, Competencies, Competency Listing |
PRCSRUNCNTL |
PER538 Accomplishment Listing |
Lists all defined accomplishments. Does not include National Vocational Qualifications (NVQs) for the UK. |
Set Up HRMS, Common Definitions, Accomplishments, Accomplishment Listing |
RUNCTL_PER538 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
WP0001FR Individual Report |
Provides employees with details of their profit sharing amount when these are calculated, or when an employee leaves the organization. This report can be delivered with the employee's payslip. |
Compensation, Profit Sharing FRA, Manage Profit Sharing, Individual Report |
RUNCTL_WP_IND_RPT |
WP0002FR Agreement Report |
This report is for administrators and lists all the employees that are eligible for a selected agreement and includes the status of the employees' funds, gross and net profit sharing amount, deductions, and investment method. |
Compensation, Profit Sharing FRA, Manage Profit Sharing, Agreement Report |
RUNCTL_WP_AGRT_RPT |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
FP_PROM Promotable Employees |
Lists the employees promotable by a given date. To be launched after the FPA800 SQR. |
Workforce Administration, Collective Processes, Identify Promotable Empls FPS, Promotable Employees Report |
RUNCTL_FPAPROM |
FPA_CARB Career Simulation |
Lists the simulated career data after reclassification or simulation of step increment. |
Workforce Administration, Collective Processes, Manage Advancement FPS, Career Simulation Report |
RUNCTL_FPACRYSTAL3 |
FPA025 Rating |
Lists employees that have been evaluated and those who have not. |
Workforce Development, Career Planning, Prepare Evaluation/Career Plan, Review Evaluation Status FPS |
RUNCTL_FPA025 |
FPA030 Adjustment Constant |
Calculates and reports the adjustment constant per reviewer in a given corps |
Workforce Development, Career Planning, Prepare Evaluation/Career Plan, Calc Adjustment Constant FPS |
RUNCTL_FPA030 |
FPA110 Edit Individual Orders |
Edits all individual orders for a period, status and action code. |
Workforce Administration, Workforce Reports, Individual Orders Edit FPS |
RUNCTL_FPA110J |
FPA110 Edit Collective Orders |
Edits all collective orders for a period, status and action code. |
Workforce Administration, Workforce Reports, Collective Orders FPS |
RUNCTL_FPA110C |
FPA115 Collective Order Number Updating |
Attributes a number to collective orders. |
Workforce Administration, Workforce Reports, Collective Order Updates FPS |
RUNCTL_FPA115 |
FPA400 Part-Time Schedule |
Lists part-time employees, whose part-time will end soon |
Workforce Administration, Workforce Reports, Part-Time Schedule FPS |
RUNCTL_FROMTHRU |
FPA405 Current PPd Schedule |
Lists employees nearing the end of their probation period. |
Workforce Administration, Collective Processes, Identify Promotable Empls FPS, Current Probation Schedule Rpt |
RUNCTL_FROMTHRU |
FPA-AFFE Assignment − Request tbc |
Lists requests for assignment changes that need to be approved |
Workforce Administration, Workforce Reports, Assignment − Request tbc FPS |
RUNCTL_FPACRYSTAL1 |
FPA-CARR Career-Request tbc |
Lists requests for career changes that need to be approved |
Workforce Administration, Workforce Reports, Career − Request tbc FPS |
RUNCTL_FPACRYSTAL1 |
FPACNTR Contribution Call Letters |
Contribution call letters contain the employee’s address and the contribution amounts. Launch this report after FPA1100 SQR. |
Workforce Administration, Collective Processes, Contribution Call Letter FPS |
RUNCTL_FPA1150 |
FPACNTR2 Contribution Call Letters |
See above. |
Workforce Administration, Collective Processes, Contribution Call Letter FPS |
RUNCTL_FPA1150 |
FPAEE_CA Employee Career/Action |
Lists employee career data. |
Workforce Administration, Job Information, Reports, Employee Career/Action FPS |
RUNCTL_FPACRYSTAL2 |
FPAEE_PO CSPosition/Employee |
Lists employee civil service position data |
Workforce Administration, Job Information, Reports, CS Position/Employee FPS |
RUNCTL_FPACRYSTAL2 |
FPAHISTA Assignment − Request Rejected |
Lists rejected assignment change requests. |
Workforce Administration, Workforce Reports, Assignment − Rqst Rejected FPS |
RUNCTL_FPACRYSTAL1 |
FPAHISTC Career − Request Rejected |
Lists rejected career change requests. |
Workforce Administration, Workforce Reports, Career − Request Rejected FPS |
RUNCTL_FPACRYSTAL1 |
FPAHISTP CSPosition − Request Rejected |
Lists rejected civil service position requests. |
Workforce Administration, Workforce Reports, CSPosition − Rqst Reject FPS |
RUNCTL_FPACRYSTAL1 |
FPAHISTS Compensation − Request Rejected |
Lists rejected compensation change requests. |
Workforce Administration, Workforce Reports, Compensation − Rqst Reject FPS |
RUNCTL_FPACRYSTAL1 |
FPAHISTW Work Time − Request Rejected |
Lists rejected work time change requests. |
Workforce Administration, Workforce Reports, Work Time − Rqst Rejected FPS |
RUNCTL_FPACRYSTAL1 |
FPA-POSI CS Position tbc |
Lists civil service change requests requiring approval. |
Workforce Administration, Workforce Reports, CS Position Request tbc FPS |
RUNCTL_FPACRYSTAL1 |
FPA_RAT List of Employees to be Rated (employee ID) |
Lists employees to be rated according to attendance time, sorted by department or grade. Launch this report after FPA1200 SQR. |
Workforce Development, Career Planning, Prepare Evaluation/Career Plan, Empl to be Rated Report FPS |
RUNCTL_FPA1210 |
FPARAT2 List of Employees to be Rated (employee/department list) |
See above. |
Workforce Development, Career Planning, Prepare Evaluation/Career Plan, Empl to be Rated Report FPS |
RUNCTL_FPA1210 |
FPA-REMU Compensation − Request tbc |
Lists compensation change requests requiring approval. |
Workforce Administration, Workforce Reports, Compensation − Request tbc FPS |
RUNCTL_FPACRYSTAL1 |
FPA-TDTR Work Time − Request tbc |
Lists work time change requests requiring approval. |
Workforce Administration, Workforce Reports, Work Time − Request tbc FPS |
RUNCTL_FPACRYSTAL1 |
FPMACT1 Action List − Report 1 |
Lists action definition part 1. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Action List − Report 1 |
PRCSRUNCNTL |
FPMACT2 Action List − Report 2 |
Lists action definition part 2. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Action List − Report 2 |
PRCSRUNCNTL |
FPMACTLE Actions/CS Position |
Lists actions authorized by civil service position. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Actions/CS Position |
PRCSRUNCNTL |
FPMACTPR Retro Prcs Action Rules |
Lists the retroactivity rules for action codes. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Retro Prcs Action Rules |
PRCSRUNCNTL |
FPMACTST Actions/Status |
Lists actions authorized by status. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Actions/Status |
PRCSRUNCNTL |
FPMBUISN Occupation |
Lists occupation codes. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Occupation |
PRCSRUNCNTL |
FPMCORPS Corps |
Lists corps definitions. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Corps |
PRCSRUNCNTL |
FPMINDEX Index Value |
Lists index/amount values. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Index Value |
PRCSRUNCNTL |
FPMJOBCD Job Code |
Lists job code definitions. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Job Code |
PRCSRUNCNTL |
FPMLEGAL Civil Service Position |
Lists civil service position definitions. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Civil Service Position |
PRCSRUNCNTL |
FPMPOINT Type of Point |
Lists type of point definitions. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Type of Point |
PRCSRUNCNTL |
FPMRANK1 Grade List − Report 1 |
Lists grade definition part 1. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Grade List − Report 1 |
PRCSRUNCNTL |
FPMRANK2 Grade List − Report 2 |
List grade definition part 2. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Grade List − Report 2 |
PRCSRUNCNTL |
FPMSALST Sal Grade Table/Scale-Steps |
Lists salary grade table − steps. |
Set Up HRMS, Product Related, Workforce Administration, Workforce Reports FPS, Sal Grade Table/Scale-Steps |
PRCSRUNCNTL |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
FGHR015 (USF) Union Membership |
(For U.S. federal government users) Lists each union organization and the workers who are members. Before you run this report you must run the Refresh Employees Table process. |
Workforce Administration, Labor Administration, Reports, Union Membership USF |
PRCSRUNCNTL |
HRLAY001 Layoff Roster |
Report on the setup and roster list information of a layoff roster. |
Workforce Administration, Labor Administration, Reports, Layoff Roster Report |
HR_RUNCTL_LAY001 |
HRLAY002 Bumping |
This report displays worker Job Data history and job hierarchy enabling you to determine who has bumping rights in the event of a layoff. |
Workforce Administration, Labor Administration, Reports, Bumping Report |
HR_RUNCTL_LAY002 |
HRLAY003 Seniority |
lists workers, their seniority dates, and the values for those dates. |
Workforce Administration, Labor Administration, Reports, Seniority Report |
HR_RUNCTL_LAY003 |
HRLAY004 Candidate List |
This report lists the workers with recall rights that have not expired. |
Workforce Administration, Labor Administration, Candidate List Report |
HR_RUNCTL_LAY004 |
HRLAY005 Recall Roster |
Report on the setup and roster list information of a recall roster. |
Workforce Administration, Labor Administration, Recall Roster, Recall Roster Report |
HR_RUNCTL_LAY005 |
HRLAY006 Layoff Roster Post Processing |
When you process a layoff from the Process Layoff page, the process generates this report, listing those workers laid off. Note. The layoff process does not produce this report when you select the Auto Reinstatement check box on the Layoff Process page. |
Workforce Administration, Labor Administration, Layoffs and Recalls, Layoff Roster, Layoff Roster List Click the Run Layoff Process button. |
HR_RUNCTL_LAY |
HRLAY007 Recall Rights Post Processing |
|
|
HR_RUNCTL_LAY HR_RUNCTL_REINSTAT |
HRLAY008 Recall Post Processing |
When you process a recall or reinstatement from the Recall/Reinstatement page, the process generates this report, listing those workers recalled or reinstated. |
|
HR_RUNCTL_REINSTAT |
OHS002 Discipline Action Summary |
Summarizes all disciplinary actions taken against workers within a specified date range. The report itemizes actions by date, by incident, and by worker. |
Workforce Administration, Labor Administration, Reports, Discipline Action Summary |
RUNCTL_OHS_FROMTO |
OHS004 Grievance Detail |
Lists the detailed grievance information for a formally filed grievance against the company. |
Workforce Administration, Labor Administration, Reports, Grievance Detail |
RUNCTL_OHS_NONE |
OHS005 Employee Disciplinary Action |
Lists the detailed disciplinary action information for specific workers. |
Workforce Administration, Labor Administration, Reports, Employee Disciplinary Action |
RUNCTL_OHS005 |
OHS006 Grievance Summary |
Summarizes the grievances filed against the company, along with the associated actions and resolutions. |
Workforce Administration, Labor Administration, Reports, Grievance Summary |
RUNCTL_OHS_FROMTO |
PER009 Union Membership |
(For users in the USA and Canada) Lists each union organization and the workers who are members. Run the Refresh Employees Table process before running this report. |
Workforce Administration, Labor Administration, Reports, Union Membership |
PRCSRUNCNTL |
PER053 ITA Equal Opportunities |
Submitted every two years and consists of eight different tables. All companies with 100 or more workers are required to submit this report. |
Workforce Administration, Labor Administration, Reports, Equal Opportunities ITA |
RUNCTL_PER053 |
PER055 Union Fees |
(ESP) Shows the workers and fees per union and month. |
Workforce Administration, Labor Administration, Reports, Union Fees ESP |
RUNCTL_PER055_ESP |
PER059 Union Report ITA |
(ITA) There are two Italian union reports. You can run a union report generating a list of workers and worker information by union. You can also run a union report listing the number of workers belonging to each union, sorted by category. |
Workforce Administration, Labor Administration, Reports, Union Report ITA |
RUNCTL_PER059 |
PER061 Labor Relations Letters |
Generates various labor relations letters based on data supplied and the type of letter selected. |
Workforce Administration, Labor Administration, Reports, Labor Relations Letters |
RUNCTL_PER061 |
WP001 Employees Due Advancement |
Create a list of all of the workers that the Process Wage Progression process will advance. |
Workforce Administration, Labor Administration, Wage Progression, Process Wage Progression, Process Wage Progression |
RUN_UPD_WP_ADVC |
WP002 Exceptions |
Lists all workers within a Wage Progression Run ID group that have unacknowledged exceptions and indicates the exception type. |
Workforce Administration, Labor Administration, Wage Progression, Wage Progression Exception Rpt, Exceptions Report |
RUN_WP002 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
FGHR009 (USF) Job Code/Position Audit |
Cross references position numbers and job codes. (SQR) |
Organizational Development, Position Management, Position Reports, Job Code/Position Audit |
RUNCTL_FGASOFDT |
FGHR010 (USF) Vacant Position |
Lists all currently vacant, budgeted positions in your organization. (Crystal) |
Organizational Development, Position Management, Position Reports, Vacant Position USF |
RUNCTL_FGHR010 |
FGHR025 (USF) Active/Inactive Position |
Lists the current position-related data for active positions, inactive positions, or both, depending on which you select to run. (Crystal) |
Organizational Development, Position Management, Position Reports, Active/Inactive Positions USF |
RUNCTL_FGHR025 |
FGHR026 (USF) Incumbent History |
Lists, by position, all current and former incumbents in the organization, beginning with the current incumbent for each position and going back in time. Prints entry and exit dates for each incumbent, and starting and ending salaries. (SQR) |
Organizational Development, Position Management, Position Reports, Incumbent History USF |
RUNCTL_FGASOFDT |
FGHR027 (USF) Active Position History |
Lists all current and historical data related to a position, for all active positions in the organization. (SQR) |
Organizational Development, Position Management, Position Reports, Active Position History USF |
RUNCTL_FGASOFDT |
FGHR028 (USF) Exception/Override |
Audits the data in fields that match in the Position Data component and the current incumbent Job Data component. (SQR) |
Organizational Development, Position Management, Position Reports, Exception Override USF |
RUNCTL_FGHR028 |
FGOCC800 (USF) Occupation Series |
Provides the details of the Occupational Series table. (Crystal) |
Organizational Development, Position Management, Position Reports, Occupation Series USF |
PRCSRUNCNTL |
FGOF8 (USF) OF8 Report |
This optional form provides a standardized mechanism to identify position information such as title, occupational series, grade, organizational structure, certification blocks, and other position related information. |
Organizational Development, Position Management, Position Reports, OF8 Report USF |
RUNCTL_FGOF8 |
FGPER815 (USF) Position Title Table |
Generates a listing of the Position Title Table records. (Crystal) |
Organizational Development, Position Management, Position Reports, Position Title Table USF |
PRCSRUNCNTL |
(USF) Job Code |
Print a list of all the job codes with effective dates. |
Organizational Development, Position Management, Position Reports, Job Code USF |
PRCSRUNCNTL |
POS001 Position Status |
Inventories the types of positions in your organization, and lists all filled and vacant positions. (SQR) |
Organizational Development, Position Management, Position Reports, Position Status |
RUNCTL_ASOFDATE |
POS002 Active/Inactive Positions |
Lists the current position-related data for active positions, inactive positions, or both, depending on which you select to run. (Crystal) |
Organizational Development, Position Management, Position Reports, Active/Inactive Positions |
RUNCTL_POS002 |
POS003 Incumbent History |
Lists, by position, all current and former incumbents in the organization, beginning with the current incumbent for each position and going back in time. Prints entry and exit dates for each incumbent, and starting and ending salaries. (SQR) |
Organizational Development, Position Management, Position Reports, Incumbent History |
RUNCTL_ASOFDT_COMP |
POS004 Active Position History |
Lists all current and historical data related to a position, for all active positions in the organization. (SQR) |
Organizational Development, Position Management, Position Reports, Active Position History |
RUNCTL_ASOFDATE |
POS006 Create Organizational Report |
Provides a visual representation of reporting relationships among positions by level, if any, in the organization. (SQR) Before you can run this report, you must run the utility Build Position Structure, which links the positions in the system and creates the reporting hierarchy represented in this report. |
Organizational Development, Position Management, Create Organizational Structure, Create Organizational Report |
RUNCTL_POS006 |
POS006A Build Position Structure |
Links the positions in the system and creates the reporting hierarchy represented in the Create Organizational Report. (SQR) |
Organizational Development, Position Management, Create Organizational Structure, Build Position Structure |
RUNCTL_ASOFDATE |
POS007 Vacant Position |
Lists all currently vacant, budgeted positions in your organization. (Crystal) |
Organizational Development, Position Management, Position Reports, Vacant Position |
PRCSRUNCNTL |
POS008 Exception/Override |
Audits the data in fields that match in the Position Data component and the current incumbent Job Data component. (SQR) |
Organizational Development, Position Management, Position Reports, Exception/Override |
RUNCTL_POS008 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
PCMP002 Compliance Plan |
Provides complete details of a company’s compliance plan. |
Workforce Monitoring, Professional Compliance, Reports, Compliance Plans |
RUN_CNTL_PCMP2 |
PCMP003 RI Observation |
Provides complete details of a regulated individual observation. |
Workforce Monitoring, Professional Compliance, Reports, RI Observation |
RUN_CNTL_PCMP3 |
PCMP004 RI Review |
Provides complete details of a regulated individual review. |
Workforce Monitoring, Professional Compliance, Reports, RI Review |
RUN_CNTL_PCMP4 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
VC001 Actual Award Report |
Run the Actual Awards report after the system publishes the awards for payout. This report shows any modifications that you made to the award on the Award Allocations page. |
Compensation, Variable Compensation, Award Reports, Actual Award Report |
RUNCTL_VC_REP |
VC002 Budget Report |
Helps you calculate how much funding to allocate to a plan. |
Compensation, Variable Compensation, Variable Comp Reports, Budget |
RUNCTL_VC_REP |
VC003 Calculate Awards Report |
View the results of the Award Calculation process. |
Compensation, Variable Compensation, Award Reports, Calculate Awards |
RUNCTL_VC_REP |
VC004 Carryover Report |
View the carryover balances. The detailed report lists all employees in a plan by group and their carryover balances. The summary report lists the total carryover balance for each group, as well as the totals for the plan. |
Compensation, Variable Compensation, Award Reports, Carryovers |
RUNCTL_VC_REP |
VC005 Employee History Report |
For each employee, the report lists target values, award values, and units by plan and payout period. It also prints the total values and units for each plan. In addition, select to print each employee’s grand total values for all plans. |
Compensation, Variable Compensation, Award Reports, Employee History |
RUNCTL_VC_EEHIS_RP |
VC006 Funding Allocation Report |
After you allocate funds to groups, use the optional Funding Allocations report to review and evaluate the distribution of funds to all of the groups in the plan. The report lists all data as summary information at the group level. |
Compensation, Variable Compensation, Variable Comp Reports, Funds Allocation |
RUNCTL_VC_REP |
VC007 Guarantee Report |
View the employee guarantees. The detailed report lists all employees in a plan by group and their guarantees. The summary report lists the total guarantees for each group, as well as the totals for the plan. |
Compensation, Variable Compensation, Variable Comp Reports, Guarantee |
RUNCTL_VC_REP |
VC008 Non Monetary Report |
Track the number of units awarded under a plan and the value to employees. The report lists only awards that are beyond the status of Initial Calculation. The detailed report lists all employees in a plan by group, their target values, their calculated awards, their actual award in non-monetary units, and their actual awards as a monetary value. The summary report lists the total non-monetary units for each group, as well as the totals for the plan. |
Compensation, Variable Compensation, Award Reports, Non Monetary |
RUNCTL_VC_REP |
VC009 Plan History Report |
The report provides information about the plan definition and lists award values, proration, and approver information by payout period for the plan ID that you specify on the run control page. |
Compensation, Variable Compensation, Award Reports, Plan History |
RUNCTL_VC_REP |
VC010 Variance Report |
View the variance between the target award and the actual award that appears on the Award Allocations page. The detailed report lists all employees in a plan by group, the employee’s target award value, actual award value, and variance between the target and actual award. It also indicates whether the award is either the minimum or maximum payout under the plan. In addition, this report shows the total target award value, actual award value, and variance for each group and the grand total for the plan. The summary report lists the total target award value, actual award value, and variance for each group, as well as the grand totals for the plan. |
Compensation, Variable Compensation, Award Reports, Variance |
RUNCTL_VC_REP |
VC011 Organization and Group Goals Report |
Provides the plan goal weights for the variable compensation plan ID and period ID and a list of all organization and group weighted goals in the plan with their weighting percent and attainment percent. |
Compensation, Variable Compensation, Variable Comp Reports, Organization and Group Goals |
RUNCTL_VC_REP |
VC012 Consistency Report |
Provides a list of employees who have fallen off a tree and the groups to which they belonged. The variable compensation administrator or the employees’ managers can use this information to ensure that these individuals get the appropriate awards. |
Compensation, Variable Compensation, Variable Comp Reports, Tree Consistency Report |
RUNCTL_VC_REP |
VC013 Subscription Error Report |
Run the Subscription Error report after receiving workflow email notification that an erred or rejected award has been returned from PeopleSoft Enterprise Payroll for North America or PeopleSoft Enterprise Stock Administration. |
Compensation, Variable Compensation, Award Reports, Subscription Errors |
RUNCTL_VC_REP |
VCP001 Tree Member Overlap Report |
Identifies employees who exist multiple times on a tree. This enables you to validate or correct the group membership, as appropriate. |
Compensation, Variable Compensation, Variable Comp Reports, Tree Member Overlap |
RUNCTL_VCP001 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
APP001 Adverse Impact |
Provides information on recruitment and hiring practices; compares hiring decisions for white males to ethnic minorities and females. This report includes only those individuals for whom the applicable job actions were recorded during the date range you specify on the Adverse Impact page. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Adverse Impact |
RUN_CNTL_REG |
APP002 Job Group Movement Analysis |
Provides gender and ethnic group movements in and out of an organization and tracks career progression patterns. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Job Group Movement Analysis |
RUN_CNTL_REG |
OHS001 OSHA-200 Log |
Lists the case numbers and details of each injury and illness that occurred during a particular calendar year. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Regulatory Reports, OSHA-200 Log |
RUNCTL_CALENDARYR |
PER016 EEO-1 Employer Information |
Provides equal employment opportunity (EEO) information on private organizations. This report is compliant with the EEOC requirements for single and multi-establishment reporting. A single-establishment employer needs to file one report, while a multi-establishment employer must file separate reports. |
Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO-1 Employer Info |
RUNCTL_PER016 |
PER017 EEO-1 Job Analysis |
Supplies standard job category counts instead of employee counts for the private sector. |
Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO-1 Job Analysis Report |
RUNCTL_PER017 |
PER019 Terminations Analysis |
Analyzes terminations within your organization according to predetermined groupings of age, years of service, gender, and ethnic group. It counts employees in each group, counts terminations, and expresses both counts as a percentage of the total population of active employees. It also calculates the termination rate. This report does not include employees whose Sex or Ethnic Group has not been indicated. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Terminations Analysis |
RUN_CNTL_REG |
PER022 EE0-5 Job Analysis |
Supplies standard job category counts for school-related categories. |
Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO-5 Job Analysis |
RUNCTL_ASOFDATE |
PER024 Job Group Analysis |
Analyzes the makeup of your workforce by establishment, EEO job group, job title, and salary grade. For a given job title and salary grade, the report provides totals by minorities, by gender, and by ethnicity within gender. Use this information to examine job groupings in relation to your company structure and to make changes and additions as needed. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Job Group Analysis |
RUN_CNTL_REG2 |
PER024A Job Group Analysis Summary |
Analyzes the makeup of your workforce by job groups within each establishment. These totals are further broken down by minority and gender, and then by ethnicity within each gender. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Job Group Analysis Summary |
RUN_CNTL_REG2 |
PER025 Workforce Analysis |
Tracks hiring practices by department based on job titles, including the salary grade assigned to the title and the total number of employees and minorities who hold the title. Use the report to analyze patterns of discrimination in hiring practices. The report shows the percentage of minorities in each department. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Workforce Analysis |
RUN_CNTL_REG2 |
PER027 VETS-100 Process |
The report details the number of special disabled veterans, Vietnam-era veterans, and other protected veterans in your workforce by job category and hiring location, as well as the total number of employees, special disabled veterans, Vietnam-era veterans, and other protected veterans hired during the reporting period. |
Workforce Monitoring, Meet Regulatory Rqmts, VETS-100 Reports, VETS-100 Process |
RUNCTL_PER027 |
PER027B VETS-100 Analysis |
Reports on the VETS-100 data created by the VETS-100 process. |
Workforce Monitoring, Meet Regulatory Rqmts, VETS-100 Reports, VETS-100 Analysis |
RUNCTL_PER027C |
PER027C Vets-100 Submit |
Creates the digital file for submission to the government. You must run the VETS-100 Process before running this report. |
Workforce Monitoring, Meet Regulatory Rqmts, VETS-100 Reports, VETS-100 Submit |
RUNCTL_PER027C |
PER030 Job Group Roster |
Lists personal and job data for employees such as ethnic group, gender, date they received the title, salary grade, hourly rate, monthly rate, department name, original hire date and job title at hire. Employees are grouped by their associated job group and establishment. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, Job Group Roster |
RUN_CNTL_REG2 |
PER031 EEO-4 State and Local Government |
Provides employment counts in the prescribed format for state and local governments. |
Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO-4 State/Local Govt |
RUNCTL_PER031 |
PER036 PRWORA - New Hire |
This report provides the information employers furnish to the Federal Directory of New Hires after hiring a new employee. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, PRWORA - New Hire, FEDERAL PRWORA - New Hire |
RUNCTL_PER036 |
PER036S PRWORA - New Hire |
Provides the information employers furnish to the State Directory of New Hires after hiring a new employee. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, PRWORA - New Hire, STATE PRWORA - New Hire |
RUNCTL_PER036_S |
PER040 IPEDS-S |
The IPEDS-S (Fall Staff Survey) report is a mandatory report for U.S. higher education institutions that receive funding from a U.S. Federal government program. The report is divided into separate parts for different types of employee: full-time faculty members, other full-time employees, part-time employees, and new hires. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, IPEDS-S |
RUNCTL_PER040 |
See Also
PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Meet Regulatory Requirements
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
PER712AUS ASCO |
Prints a list of the ASCO reporting codes. |
Workforce Monitoring, Meet Regulatory Rqmts AUS, ASCO Report |
PRCSRUNCNTL |
See Also
(AUS) Meeting Regulatory Requirements for Australia
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
BRCGED01 CAGED Report |
The CAGED ( Cadastro Geral de Empregados e Desempregados) report generates a file containing the monthly turnover of employees by establishment. Every establishment that has had any type of turnover (hiring, dismissing, or transferring employee that have employment contracts ruled by the Consolidated Labor Laws) is required to report that turnover to the Ministry of Labor and Employment. |
Workforce Monitoring, Meet Regulatory Rqmts BRA, CAGED File/Report BRA |
CAGED_RC_BRA |
BREREG01 Employee Registry |
The Employee Registry report generates a file containing employees' employment data, including hire date, retirement date, length of social security contributions. |
Workforce Monitoring, Meet Regulatory Rqmts BRA, Employee Registry Report BRA |
EMPL_REG_RC_BRA |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
PER101CN Employment Equity |
Creates an interface file to export to Canadian Employment Equity software. (SQR) |
Workforce Monitoring, Meet Regulatory Rqmts CAN, Reports, Employment Equity |
RUNCTL_PER101CN |
PER102CN Canadian Official Languages Data File |
Creates an import file to report official languages information. (SQR) |
Workforce Monitoring, Meet Regulatory Rqmts CAN, Reports, Official Language Requirements |
RUNCNTL_PER102CN |
PER715CN Pay Equity Table |
Lists job evaluation information. (Crystal) |
Workforce Monitoring, Meet Regulatory Rqmts CAN, Reports, Pay Equity Table |
PRCSRUNCNTL |
PER716CN National Occupation Codes |
Lists the NOC codes used in categorizing your job codes. (SQR) |
Workforce Monitoring, Meet Regulatory Rqmts CAN, Reports, National Occupation Codes |
PRCSRUNCNTL |
See Also
(CAN) Meeting Regulatory Requirements for Canada
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
DIS001 Disability |
Calculate the theoretical number of disabled employees who should work for the company and list the disabled employees, excluding temporary workers, trainees, and apprentices. For companies with more than 20 employees. (SQR) Before running this report, enter the correct codes in the INSEE (National Institute for Statistic and Economic Studies) Table and the correct Disability Rate code in the External Variables Table. |
Workforce Monitoring, Meet Regulatory Rqmts FRA, Required Reports, Disability |
RUNCTL_DIS001_FRA |
ELE001 Election |
Provides the results of the staff representative elections for employees and management. (Crystal) |
Workforce Monitoring, Meet Regulatory Rqmts FRA, Election Monitoring, Election Report |
RUNCTL_ELE001 |
REG004FR BIAF report |
This statutory report is for employees on fixed-term contracts and details the employee's training entitlement. |
Workforce Monitoring, Meet Regulatory Rqmts FRA, Required Reports, BIAF |
RUNCTL_BIAF_FRA |
HRSHSFRA Single Hiring Statement |
A statutory report that is filed at the time of hiring new employees. The system uses information from your employee, company, and establishment tables to generate the report. |
Workforce Monitoring, Meet Regulatory Rqmts FRA, Required Reports, Single Hiring Statement |
SHS_FRA_RUN_CTL |
REG001FR Monthly Workforce |
Lists the monthly personnel changes for a given establishment of a company. This report is required for all organizations that employ 50 or more employees. (SQR) Before running this report, define which contract types to include in the report using the Contract Type Group page. |
Workforce Monitoring, Meet Regulatory Rqmts FRA, Required Reports, Monthly Workforce |
RUNCTL_REG001_FRA |
REG002FR Personal Register |
Lists employees for a given establishment of a company. Run the report for a specific establishment within an organization or for all the establishments or an organization. (SQR) |
Workforce Monitoring, Meet Regulatory Rqmts FRA, Required Reports, Personal Register |
RUNCTL_REG002_FRA |
REG003FR Workforce by Nationality |
Provides a comprehensive analysis of the foreign workforce employed in a company. (SQR) |
Workforce Monitoring, Meet Regulatory Rqmts FRA, Required Reports, Workforce by Nationality |
RUNCTL_REG003_FRA |
SOC001 Employee Survey |
Gives an annual snapshot of a company based on the calculation of several indicators, such as the number of employees in the organization and their average salary. (Crystal) Before running this report, run the process to calculate the Employee Survey indicators using the Compute Employee Survey − Employee Survey Parameters Page. Check the results of the calculation and update them on the Edit Employee Survey Page. |
Workforce Monitoring, Meet Regulatory Rqmts FRA, Employee Survey, Employee Survey Report |
RUNCTL_SOC001 |
See Also
(FRA) Meeting Regulatory Requirements for France
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
APP001UK Adverse Impact |
Displays the breakdown of job offers versus applications by UK-specific ethnic groups and by gender. |
Workforce Monitoring, Meet Regulatory Rqmts UK, Reports, Adverse Impact |
RUNCTL_FROMTHRU |
PER019UK Termination Analysis |
Displays the current employee count and the number of terminations. |
Workforce Monitoring, Meet Regulatory Rqmts UK, Reports, Termination Analysis |
RUNCTL_FROMTHRU |
PER025UK Work Force Analysis |
Tracks hiring practices by department, or other organizational units, based on job titles in the department. |
Workforce Monitoring, Meet Regulatory Rqmts UK, Reports, Workforce Analysis |
RUNCTL_PER025UK |
PER030UK Job Group Roster |
Lists your employees in job groups. |
Workforce Monitoring, Meet Regulatory Rqmts UK, Reports, Job Group Roster |
RUNCTL_PER030UK |
PER037UK Joint Staffing |
Gives a breakdown of your workforce by job code, gender, and full or part-time status. |
Workforce Monitoring, Meet Regulatory Rqmts UK, Reports, Joint Staffing |
RUNCTL_ASOFDATE |
UKNI001 Northern Ireland |
Indicates the religious composition of the workforce, job applicants, and appointees. The report format emulates the Monitoring Return, which is required by organizations operating in Northern Ireland. |
Workforce Monitoring, Meet Regulatory Rqmts UK, Reports, NI Fair Employments |
RUNCTL_UKNI |
See Also
(GBR) Meeting Regulatory Requirements for the United Kingdom
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
FGHR012A EEO Groups by PATCOB/POI |
Details the distribution of equal employment opportunity (EEO) groups and comparison by PATCOB and POI. |
Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO Groups by PATCOB/POI USF |
RUNCTL_FGHR012 |
FGHR012B EEO Groups by PATCOB/SubAgency |
Details the distribution of EEO groups and comparison by PATCOB and sub-agency. |
Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO Grps by PATCOB/SubAgcy USF |
RUNCTL_FGHR012 |
FGHR013A VETS-100 by SubAgency |
Generates a Veterans employment report by sub-agency. |
Workforce Monitoring, Meet Regulatory Rqmts, VETS-100 Reports, VETS-100 by SubAgency USF |
RUNCTL_FGHR013 |
FGHR013B VETS-100 by POI |
Generates a Veterans employment report by POI. |
Workforce Monitoring, Meet Regulatory Rqmts, VETS-100 Reports, VETS-100 by POI USF |
RUNCTL_FGHR013 |
FGHR014A EEO Groups by Series/POI |
Details the distribution of EEO groups and comparison by occupation and POI. |
Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO Groups by Series/POI USF |
RUNCTL_FGHR014 |
FGHR014B EEO Groups by Series/SubAgency |
Details the distribution of EEO groups and comparison by series and sub-agency. |
Workforce Monitoring, Meet Regulatory Rqmts, EEO Reports, EEO Grps by Series/SubAgcy USF |
RUNCTL_FGHR014 |
FGHR019B CPDF Error |
Lists the CPDF edit errors found in CPDF Error Processing. Before running this report, run CPDF Edits Processing to execute the COBOL program FGPCPDFF. This program generates a table of the CPDF edit errors found in the CPDF Status and Dynamic Tables. |
Workforce Monitoring, Meet Regulatory Rqmts, CPDF Processing USF, Error Report |
RUNCTL_FGHR019B |
FGSF113A SF113-A |
Generates a monthly report of federal civilian employment. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, SF113-A USF |
RUN_FGSF113A |
FGSF113G SF113-G |
Generates a monthly report of full-time equivalent and work-year civilian employment. |
Workforce Monitoring, Meet Regulatory Rqmts, Regulatory Reports, SF113-G USF |
RUN_FGSF113G |
See Also
(USF) Performing Central Personnel Data File Edit Processing
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
ABS001 Absence Listing |
Provides information about an employee’s absence history. Note. Run the Refresh Employees Table process before running this report. |
Workforce Administration, Absence and Vacation, Absence Reports, Absence Listing |
RUNCTL_ABS001 |
ABS002 Absence Periods |
Provides information about the number of employee absence periods. |
Workforce Administration, Absence and Vacation, Absence Reports, Absence Periods |
RUNCTL_ABS001 |
ABS003 Time Lost Due to Absence |
Provides employee absence information. Note. Run the Refresh Employees Table process before running this report. |
Workforce Administration, Absence and Vacation, Absence Reports, Time Lost Due to Absence |
RUNCTL_ABS003 |
ABS004UK Bradford Score |
Lists employee absences for the regulatory region of GBR only. It lists department, employee name, employee ID, employee type, job title, total number of absences, total number of days absent, and the Bradford Score. The Bradford Score column of this report is calculated based on the following information:
Note. Run the Refresh Employees Table process before running this report. |
Workforce Administration, Absence and Vacation, Absence Reports, Bradford Score GBR |
RUNCTL_ABS004UK |
ABS005NL Illness Registration (1) |
Calculates the illness totals, percentages, and frequencies. |
Workforce Administration, Absence and Vacation, Absence Reports, Illness Registration NLD |
RUNCTL_ABS005_NL |
ABS006NL Illness Registration (2) |
Same as above. |
Workforce Administration, Absence and Vacation, Absence Reports, Illness Registration NLD |
RUNCTL_ABS005_NL |
ABS007NL Longterm Illnesses NLD |
Provides a report of employees who have longterm illnesses from which they haven't fully recovered and are subject to the Dutch law Wet Poortwachter. You can use an employee checklist to track the status of an employee's illness. Note. This report can be run from PeopleSoft Human Resources or Global Payroll for the Netherlands. Based on the setting of the GPNLD installation flag, the report retrieves absence data from human resources or payroll tables. |
|
RUNCTL_ABS007_NL |
ABS792NL Create Statistics |
Create absence statistics for a company in the Netherlands. Run this process before creating an Illness Registration report. Run for a certain month of the year. |
Workforce Administration, Absence and Vacation, Absence Reports, Create Illness Statistics, Create Statistics |
RUNCTL_ABS702_NL |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
OHS001CN Workers Compensation Board Form 7 |
Provides some of the information required for provincial WCB Form 7s. Use this report to manually transcribe information to the printed form required by the WCB in most Canadian provinces. |
Workforce Monitoring, Health and Safety, Reports, WCB Form 7 CAN |
RUNCTL_OHS001CN |
OHS001FR Work Accident Report |
Tracks information on the employer, the establishment, the casualty, and details of the accident such as witnesses and other third parties. Use this information to complete the official French report. |
Workforce Monitoring, Health and Safety, Reports, Work Accident FRA |
OHS001FR |
OHS001GR Accident Report |
Provides information about the person injured, body parts, physician and hospital data, injury source and nature, unsafe acts, hazards, causes, corrective or preventative actions, and witnesses for the incident that you select. |
Workforce Monitoring, Health and Safety, Reports, Accident DEU |
RUNCTL_OHS501GR |
OHS001UK Injury/Dangerous Occurence |
Provides the data about health and safety incidents needed to meet the health and safety reporting requirements in the United Kingdom. (Crystal) Before running the United Kingdom Injury or Dangerous Occurrence report, you must run the SQR process UK Collect RIDDOR Data to load the temporary holding tables. The report output is a Crystal report that exactly duplicates the official report. Note. To prepare the injury and dangerous occurrence report, you must first have entered an incident into the system using incident details. |
Workforce Monitoring, Health and Safety, Reports, Injury/Dangerous Occ. GBR |
RUNCTL_OHS_UK |
OHS002GR Reportable Accident/Illness |
Produces a Reportable Accident /Illness report for Germany. |
Workforce Monitoring, Health and Safety, Reports, Reportable Accident/Illness DEU |
RUNCTL_OHS002GR |
OHS002UK Illness Report |
Provides information to meet the health and safety reporting requirements in the United Kingdom. (Crystal) Before running the UK Illness report, you must run the SQR process UK Collect RIDDOR Data to load the temporary holding tables. The report output is a Crystal report that exactly duplicates the official report. Once the data in the report is complete, sign and mail it to the HSE (Health and Safety Executive). |
Workforce Monitoring, Health and Safety, Reports, Illness GBR |
RUNCTL_OHS_UK |
OHS003 Non-Employees In Incidents |
Summarizes the non-employees involved in incidents that occurred within a specified date range. It notes whether they suffered an illness or injury. (Crystal) |
Workforce Monitoring, Health and Safety, Reports, Non-Employees In Incidents |
RUNCTL_OHS_FROMTO |
OHS003GR Incident Location Summary |
Provides information about travel, mode of transportation, details about whether drugs were involved, and details about individuals associated with the incident. This report is available only in German. (SQR) |
Workforce Monitoring, Health and Safety, Reports, Incident Location Summ DEU |
RUNCTL_OHS003GR |
OHS004GR Illness Report |
Includes information about the individual, including personal data, nationality, children, job, and physician. To prepare the illness report, you must first enter an illness into the system using the GER Illness Tracking page group. The details of the illness must also be properly entered into the system. Before you run the report, run the SQR process GER Collect Illness Data (OHS504GR) to load the temporary data tables. This report is only available in German. (Crystal) |
Workforce Monitoring, Health and Safety, Reports, Illness DEU |
RUNCTL_OHS504GR |
OHS008BC Workers Compensation Board Incident |
Provides specific incident information required by the Canadian Worker’s Compensation Board, such as incident occurrence information, work absence and work resumption, the person responsible, first aid provided, and other information required by the WCB. Use information from this report to manually complete WCB reporting forms. (SQR) |
Workforce Monitoring, Health and Safety, Reports, WCB Incident CAN |
RUNCTL_OHS_INC |
OHS009 Incident Detail |
In addition to the occurrence information, the report lists all causes and related corrective actions, witnesses, involved persons (including detailed injury information), OSHA information, lost work, and physician information. |
Workforce Monitoring, Health and Safety, Reports, Incident Detail |
RUNCTL_OHS_INC |
OHS010 Incident Summary |
Summarizes health and safety incidents that have occurred within a specified date range. This report lists all involved persons and indicates whether an OSHA report was filed related to a person’s involvement. (Crystal) |
Workforce Monitoring, Health and Safety, Reports, Incident Summary |
RUNCTL_OHS_FROMTO |
OHS011 Location Incident Summary |
Summarizes the incidents that occurred at specific locations and within the specified date range. The report lists all persons involved in the incident and indicates whether or not they received an OSHA reportable illness or injury. (Crystal) |
Workforce Monitoring, Health and Safety, Reports, Location Incident Summary |
RUNCTL_OHS_FROMTO |
OHS012 Claim Summary Overview |
Summarizes claims that have been logged within a specified date range. The report itemizes by amounts within a Charge Type, subtotals by Charge Type, subtotals by claim, and then calculates a grand total of all charges within the reporting period. (Crystal) |
Workforce Monitoring, Health and Safety, Reports, Claim Summary Overview |
RUNCTL_OHS_FROMTO |
OHS013 Employees In Incidents |
Summarizes employees involved in incidents that have occurred within a specified date range. It notes whether the employee has suffered an injury or illness (Crystal) |
Workforce Monitoring, Health and Safety, Reports, Employees In Incidents |
RUNCTL_OHS_FROMTO |
OHS014 Incident Lost Work |
Lists the lost or restricted workdays for an employee involved in a health and safety incident within a specified reporting period and totals lost and restricted days by incident. (Crystal) |
Workforce Monitoring, Health and Safety, Reports, Incident Lost Work |
RUNCTL_OHS_FROMTO |
OHS014ES Incident Without Lost Work |
Generates a list of accidents that didn't result in lost workdays. This report prints the Employee Name, Gender, NSS, Accident Date, and Accident Type. This report must be printed by Work Center. (Crystal) |
Workforce Monitoring, Health and Safety, Reports, Incident w/o Lost Wages ESP |
RUNCTL_OHS_FROMTO |
OHS015 Incident Claim Detail |
Lists the claims filed for a specific incident, the employee filing the claim, provider information related to the claim, and detailed charges (by charge type) related to the claim. The report subtotals by charge type within a claim, subtotals by the claim itself, and then provides a grand total of all claim charges for the incident. (Crystal) |
Workforce Monitoring, Health and Safety, Reports, Incident Claim Detail |
RUNCTL_OHS_INC |
OHS016 Vehicle Incident Summary |
Summarizes information about vehicles involved in incidents within a specified date range. The report lists the vehicle and equipment information and related information about the people involved. (Crystal) |
Workforce Monitoring, Health and Safety, Reports, Vehicle Incident Summary |
RUNCTL_OHS_FROMTO |
PER002CH Accident Report |
Provides the information required by Swiss law in a format accepted by all Swiss insurance companies. (SQR) Use this report to create an accident report to submit to your organization’s insurance company following an accident. |
Workforce Monitoring, Health and Safety, Reports, Accident CHE |
RUNCTL_PER002_CHE |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
CARPLAN Employee Career Plan |
Lists an employee’s career plan as entered by different evaluators (Crystal). |
Workforce Development, Career Planning , Career Reports, Career Plan |
RUNCTL_CAR001 |
CARTRAIN Employee Career Training Plan |
Lists an employee’s training plan to meet career goals (Crystal). |
Workforce Development, Career Planning , Career Reports, Career Training |
RUNCTL_CAR002 |
FGHR022 (USF) Individual Development Plan |
Produces an Individual Development Plan (IDP) for an employee. (SQR). An IDP includes an employee profile, employee competencies, employee training history, potential job moves, mentoring, training, other specific developmental areas, summary of estimated costs, summary of actual costs, and a section for signatures. |
Workforce Development, Career Planning , Career Reports, Individual Development Plan, IDP |
RUN_FGHR022 |
PER034 Internal Resume |
Creates a resume-like document from the data contained in PeopleSoft tables. (SQR). Sections of the report include: employee name and address, prior work history, education, salary history, job performance, training, special projects, competencies, languages, citizenship, visa/work permits, licenses and certificates, professional memberships, and honors and awards |
Organizational Development, Succession Planning, Create Internal ResumeOrganizational Development, Succession Planning USF, Create Internal ResumeRecruiting, Reports, Internal Resume |
RUNCTL_PER034 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
CMP001 Salary Structure |
Lists all salary grades in descending order by grade. For each grade, this report lists the annual minimum, midpoint, and maximum amount being paid. The midpoint differential column shows the percent of change between the midpoints in each grade. The report calculates the range spread percentage by dividing the maximum amount by the minimum amount and subtracting 1.0. |
Compensation, Salary Planning, Salary Plan Reports, Salary Structure |
RUNCTL_ASOFDATE |
CMP002 Job Grading by Evaluation Points |
Lists each salary grade in the organization along with salary data for all titles within that grade ordered by the job evaluation point assignment. The report includes all titles within that grade ordered by the job evaluation point assignment. Use the evaluation points to assign value to the responsibilities of each job title in your organization and consequently a compensation value to each salary grade. The report includes salary survey information and associated point ratios and midpoints. |
Compensation, Salary Planning, Salary Plan Reports, Job Grading by Evaluation Pts |
RUNCTL_ASOFDATE |
CMP003 Compa-Ratio Analysis |
The report lists each employee in the salary grade and the midpoint amount of the salaries in that grade. For each employee, the report lists job code, title, name, and department ID. The report displays those employees whose Employee Status is Active, Leave of Absence, Suspended, or Leave with Pay. The last two columns pertain to a compa-ratio calculation for each employee. This means a comparison of the employee’s salary to the midpoint amount of the salary grade. If the employee’s current rate is the same as the midpoint, the compa-ratio is 1.00 or one hundred percent of the midpoint. |
Compensation, Salary Planning, Salary Plan Reports, Ratio Analysis |
RUNCTL_ASOFDATE |
CMP004 Below Minimum Analysis |
The Below Minimum Analysis report lists the salary grades containing employees under the minimum, the associated minimum amount, the employee’s annual rate, and the amount below both in dollars and as a percentage. The report displays those employees whose Employee Status is Active, Leave of Absence, Suspended, or Leave with Pay. |
Compensation, Salary Planning, Salary Plan Reports, Below Minimum Analysis |
RUNCTL_ASOFDATE |
CMP005 Above Maximum Analysis |
For each employee, the report shows the job code and title, name, department ID, the maximum amount, the employee’s annual rate, and the amount above maximum both in currency and as a percentage. The report displays those employees whose Employee Status is Active, Leave of Absence, Suspended, or Leave with Pay. |
Compensation, Salary Planning, Salary Plan Reports, Above Maximum Analysis |
RUNCTL_ASOFDATE |
CMP008 Salary Change Mass Update by Salary Plan and Pay Group |
Generate this report after running the Update by Salary Plan and Pay Group application engine process. The report displays the employees’ previous and new compensation package. Run the Load Data process (HR_SP_CI) to load all of the data to the Job Data records. Run this report as the second step in the three-step procedure to run the Update by Sal (salary) Plan and Paygroup process. All three steps are available in the PeopleSoft Process Scheduler when you use the Update by Sal Plan and Paygroup process run control page. |
Compensation, Salary Planning, Salary Plan Administration, Update By Plan/Paygroup |
RUNCTL_CMP008 |
CMP010 Salary Mass Update by Job Code |
Displays changes to the Salary Administration Plan, Grade and Step that will be made to employees’ job records before you run the Load Data process (HR_SP_CI) to actually insert new job records. This report displays the employees’ previous and new Sal Admin Plan (salary administration plan), Grade, and Step. Generate this report after running the Update by Job Code application engine process. The report displays the employees’ previous and new salary administration plan, grade, and step. Run the Load Data process (HR_SP_CI) to load all of the data to the Job Data records. Run this report as the second step in the three-step procedure you follow to run the Update by Job Code process. All three steps are available in the PeopleSoft Process Scheduler when you use the Update by Job Code process run control page. |
Compensation, Salary Planning, Salary Plan Administration, Update by Job Code |
RUNCTL_CMP010 |
CMP011 Salary History by Employee |
Displays each salary change for an employee during a specified time period. For each salary change, it lists the associated job action, effective date, job code and title, salary grade, compensation rate, monetary amount, and percentage of change. |
Compensation, Salary Planning, Compensation Reports, Salary History by Employee |
RUNCTL_CMP011 |
CMP014 Salary History by Group |
Provides the salary changes for the employees in a group during a specified time period. For each salary change, it lists the associated job action, effective date, job code and title, salary grade, compensation rate, monetary amount, and percentage of change. |
Compensation, Salary Planning, Compensation Reports, Salary History by Group |
RUNCTL_CMP014 |
CMP020JP (JPN) Salary Simulation |
Generates the results of the Salary Increase Simulation process. |
Compensation, Salary Planning, Percentage Increase JPN, Salary Simulation Report |
RUN_SALREPORT_JPN |
LMS001 and LMS002 Forecasted Compensation |
Analyzes the impact on the forecasted period of the events defined in the scenario and the variations of the compensation and headcount over the two periods (LMS002: Variations). |
Compensate Employees, Forecast Compensation FRA, Process Forecast, Forecasted Compensation Rpt |
RUNCTL_LMS_REPORT |
LMS003 Scenario Comparison |
Compare two scenarios. |
Compensate Employees, Forecast Compensation FRA, Process Forecast, Scenario Comparison Rpt |
RUNCTL_LMS_REPORT |
LMS004 Rate Codes Without Rate Code Class |
Provides rate codes that don’t have a rate code class attached to them. The Salary Forecasting calculation functions properly only when the rate codes assigned to individuals have an associated class. Check that all components of pay included in the compensation package of an employee have an associated rate code class. Run this report before you run the calculation process. |
Compensate Employees, Forecast Compensation FRA, Process Forecast, Rate Codes w/out Class Rpt |
RUNCTL_LMS_RATE_CL |
PER008 Review Audit |
Lists all employee reviews for the employees in a group. |
Compensation, Salary Planning, Employee Review History, Review Audit |
RUNCTL_PER008 |
PER012 Departmental Salaries |
This report provides an alphabetical list of employees by department, basic job data information, and a breakdown of pay rates for each. |
Compensation, Salary Planning, Compensation Reports, Salary History by Department |
RUNCTL_ASOFDATE_LC |
PER013 Employee Compensation Changes |
Lists employees who have had compensation rate changes within a selected time period. |
Compensation, Salary Planning, Compensation Reports, Employee Compensation Changes |
RUNCTL_PER013 |
PER023 Salary History for Company |
Displays each salary change for an employee during a specified time period. |
Compensation, Salary Planning, Compensation Reports, Salary History by Company |
RUNCTL_PER023 |
PER041 Merit Increase Report |
Lists the merit increases and their approval status for the employees in a merit group. |
Compensation, Salary Planning, Merit Increases, Report Merit Increases |
RUNCTL_SP_MERIT |
PER062JP (JPN) Grade Advance Candidate List |
Lists employees who are eligible to advance from the grade you enter. |
Compensation, Salary Planning, Salary Plan Reports, Grade Advance Candidates JPN |
RUNCTL_PER062_JPN |
PER706A Salary Grade Table |
Lists the salary administration plan and salary grade, description, effective date, currency, and the hourly, daily, monthly, annual minimum, maximum, and midpoint rates for each grade. |
Compensation, Salary Planning, Salary Plan Reports, Salary Grade |
PRCSRUNCNTL |
PER706B Salary Grade and Step Tables |
Lists the salary plans, grades and steps, the grade description and the date the grade is effective. It shows the hourly, daily, monthly and annual ranges of each component along with the currency and frequency. |
Compensation, Salary Planning, Salary Plan Reports, Salary Grade/Step |
RUNCTL_PER706B |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
HEP001 Missing Documents |
Lists missing documents for a group of employees (Group ID) and a given document type and date range. |
Workforce Development, Performance Management, Reports, Missing Documents |
RUNCTL_EP_RPT |
HEP002 Late Documents |
Lists manager documents whose due date has passed. |
Workforce Development, Performance Management, Reports, Missing Documents |
RUNCTL_EP_RPT |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
TC001 Total Compensation Statement (Benefits Statement) |
A listing of all compensation for each individual, designed for distribution to employees. |
Compensation, Report Total Compensation, Cube Contents, Total Comp Statement Report |
TC_BEN_RUN_CNTL |
TC002 Group Summary Compensation |
Aggregated information for each individual within a group that you specify. |
Compensation, Report Total Compensation, Cube Contents, Group Summary Compensation Rpt |
TC_GRP_RUN_CNTL |
TC003 Employee Compensation Report |
Detailed information about each compensation type for each individual within a group that you specify. |
Compensation, Report Total Compensation, Cube Contents, Group Detail Compensation Rpt |
TC_GRP_RUN_CNTL |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
HRH905CN StatsCan FT Survey (Statistics Canada full-time survey) |
Lists the results of the Statistics Canada Academic Teaching Survey created using the Create Stats-Canada Survey component. |
Workforce Development, Faculty Events, Load Teaching Data CAN, FT Survey Stats CAN Rpt |
RUNCTL_HPH905CN |
PER045 Faculty Events |
Lists an employee's tracking events, such as activities. Use this report as a template for Curriculum Vitae reporting. |
Workforce Development, Faculty Events, Track Events, Faculty Events Hist Rpt, Faculty Events Report |
RUNCTL_EVENTS |
PER046 Case Review |
Captures the case review details and the less secure details of the case review path. |
Workforce Development, Faculty Events, Manage Cases, Case Review Status Rpt, Case Review Report |
RUNCTL_CASE_REVIEW |
PER047 Employee Tenure Status |
Lists employee tenure status and home department information. |
Workforce Development, Faculty Events, Tenure Reports, Employee Tenure Status |
RUNCTL_EGPP03 |
PER050 Tenure Calc (tenure calculation) |
Lists the calculated tenure service information in the temporary calculation file created using the Tenure Calc process in Normal Run mode. Before using this report, you must run the tenure calculation process at least once. You can run this report based on calculation name, or based on the business unit, department, and service calculation group. Administer Flexible Service also uses this report. |
Workforce Development, Faculty Events, Tenure Reports, Tenure Calculation, Tenure Calc |
RUNCTL_EGPP05 |
PER051 Tenure Service List |
Provides detailed tenure service information for employees, such as tenure status and track start date. With this report, you can list employees by calculation group and within tenure service accruals between specific years. You can also sort by ascending or descending service time. |
Workforce Development, Faculty Events, Tenure Reports, Tenure Years of Service, Tenure Service List |
RUNCTL_EGPP06 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
PER048 Employee Service Listing |
Lists employees by calculation group and service type and within specified time periods. Sort by ascending or descending service time. |
Workforce Administration, Flexible Service EG, Employee Service Report |
RUNCTL_EGPP04 |
PER049 Employee Service Calculation Results |
Lists the results of the Normal Run background process and includes all employees who have a temporary file (resulting from a process in Normal Run mode) containing details about their accrued service credits. |
Workforce Administration, Flexible Service EG, Calculated Service Report |
RUNCTL_EGPP05 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
PER717 Employees on Assignment |
Lists employees on assignment. (Crystal). |
Workforce Administration, Global Assignments, Track Assignment, Employees on Assignment Report |
RUNCTL_PER717 |
This section provides detailed information on individual reports. The reports are listed by report ID.
The report provides the following information regarding the origin of the seniority rate code:
If the worker receives a seniority pay component as a result of belonging to a group associated with a seniority rate code, the report displays the corresponding group ID for the seniority rate code.
If a worker receives the seniority pay component because the seniority rate code is associated with all workers, the report displays All as the origin of the seniority rate code.
If a worker receives the seniority pay component because you manually added it, the report displays Manually Added as the origin for the seniority rate code.
See Also
The report flags six different types of discrepancies. Specifically, it flags employee records when the following pairs of data exist:
Citizenship Status |
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Country of Citizenship |
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Visa Record |
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The report puts a page break between categories.
See Also
Managing Citizenship and Visa or Permit Information
One important reason to designate primary and secondary jobs is to create accurate data for regulatory reporting. By running reports for an employee’s primary job only, you create an accurate employee count for affirmative action and other government reports. However, the flexibility PeopleSoft Human Resources gives you to designate primary and secondary jobs could compromise the accuracy of your reporting data. It’s possible to have employees who have no job designated as a primary job, or more than one primary job, or an inactive job designated as the primary job. We recommend checking regularly to correct these kinds of discrepancies in your employee job records. Use the Primary Job Audit report to check for discrepancies in the primary job designation for employees with multiple jobs.
This report lists all employees and/or nonemployees whose job records show the following potential problems:
Multiple primary jobs: More than one active job is currently designated as a primary job.
Terminated primary job: The primary job was terminated and a nonprimary job is the active job.
No primary job: None of the person’s concurrent jobs has been chosen as the primary job.
See Also
This report lists employees by department and supervisor level including employees with additional appointments.
To run the report, at least one Department tree must be created. For the purposes of department security, the DEPT_SECURITY tree usually already exists. You can either select this tree or create a new department hierarchy beneath the DEPARTMENT tree structure.
The report is sorted by Department then:
Employees with supervisor levels registered in the Supervisor Level tree, in tree order.
Employees with supervisor levels not registered in the Supervisor Level tree, in alphanumeric supervisor level order.
Employees without supervisor levels, in alphanumeric employee ID order.
Note. The Supervisor Level tree that the system uses for sorting is the one used for the Appointment Notification and Appointment List reports. It must be named SUPERVISOR_LEVEL if the system is to use it. If you have not defined a Supervisor Level tree with that name, sorting will be in alphanumeric supervisor level order.
After you enter all the reporting relationships among positions in the Position Data component, run this SQR. The Build Position Structure report enters a value in the ORG_CODE field and defines the position in the hierarchy. When you run the Build Position Structure report the system updates the position structure with data valid before or on the As of Date you specify.
You should run this report when you first enter the reporting relationships, any time you add new positions, and when you change reporting relationships among existing positions. You must run this SQR before you can run the Indented Position Hierarchy report, POS006.
When you run Build Position Structure, the system may generate one or more diagnostic messages to help you understand the utility output. They are as follows:
If the utility doesn't find a root position (a position that reports to itself), it displays an error message. If you do not have a root node, the utility can not produce a report.
If you have circular reporting conditions, such as when position 1 reports to position 2, and position 2 reports to position 1, the utility displays a warning message and the positions will not appear in the report.
If you do not have data in the Reports To Position field for a position, the utility displays a warning message. These positions will not appear in the report.
See Also
Running the Organizational Structure Reports
You can print incumbent job data where you have prevented automatic cross-updating from occurring (overrides), or you can print only exceptions where the incumbent job and position data is out of sync for other reasons (exceptions).
The Exception/Override report lists the position name and the name of the employee assigned to the position and shows the data in the fields that match in the Position Data component and Job Data component. The report displays those employees whose Employee Status is Active, Leave of Absence, Suspended, or Leave with Pay.
When you run this report for exceptions and the Business Title in the incumbent Employment Data doesn't match the Position Title in Position Data, the report prints an asterisk (*) next to the Position Title. The report also prints Match or No Match in the Mail Drop column, depending on whether the data is the same in the incumbent job and position data.
See Also
For reporting purposes you need to identify all the different categories of fringe benefits and the taxable value of the benefits. In the FBT Reconciliation report, all FBT categories are identified, based on the component types you define on the Package Component table component. For each component type, or FBT category, you can see the employees who have received this benefit in the FBT year. You also see information on the budgeted and the actual gross taxable value of the benefits. These values are shown for each employee and as a total for each component.
You can combine the information provided in the FBT Reconciliation report with information from your other administrative systems to accurately complete your FBT return for the Australian Taxation Office.
Note. The FBT Reconciliation Report includes values calculated during the Package Expense Calculation. To ensure that you get accurate totals included in the FBT Reconciliation report, execute the Package Expense Calculation at the end of the FBT Year for which to run the FBT Reconciliation report. You must complete this before running the report.
See Also
Running Salary Packaging Reports
After you submit your full-time and part-time Academic Teaching Survey report flat files to Statistics Canada, you receive a summary report from Statistics Canada. Use the StatsCan FT Survey report to compare your results with Statistics Canada's summary.
The report consists of four pages; each includes full-time survey salary calculations based on different selection criteria:
Including administrative posts and medical and dental categories.
Including administrative posts, excluding medical and dental categories.
Excluding senior administrative duties, including medical and dental categories.
Excluding senior administrative duties and medical and dental categories.
The Organization and Group Goals report is an optional report that you can run before or after the goal measurement period. This report provides the plan goal weights for the variable compensation plan ID and period ID and a list of all organization and group weighted goals in the plan with their weighting percent and attainment percent.
This report provides the following information:
The Plan Goal Weights for the variable compensation plan ID and period ID.
A list of all organization weighted goals in the plan with their weighting percent and attainment percent.
A list of all group weighted goals in the plan by group with their weighting percent and attainment percent.
If the group does not have goals, the report indicates that the child group’s goals are the parent group’s goals.
See Also
Running the Organization and Goals Report
This report identifies each individual who had either an erred or rejected award under the variable compensation (VC) plan ID and payout period ID. For each erred or rejected award, the report identifies the employee, award value, award status, and rejection reason (payroll only).
The following are the valid payroll rejection reason codes:
Invalid Earning Code (Invalid EC)
Invalid Employee ID & Record # (Invalid EE)
Invalid Currency Code (Invalid CC)
Transaction already exists (Tran exist)
Amount Exceeds Payroll Maximum (Exceed Max)
Reject All -Request by User (Reject All)
See Also
Reporting Related to Award Payout and Distribution
This report lists the total deductions made to date and the total company contributions for employees participating in benefit programs that contain savings plans. It prints the total amount available for investment broken down by investment distribution and expressed both as a monetary amount and as a percentage of the total.
For each plan type, it shows the total amount deducted for employees in the plan type and company contributions. The report inserts page breaks and supplies totals at the company, benefit program, plan type, and benefit plan levels.
See Also
PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage Base Benefits
The Base Benefits Audit Report provides a summary of potential employee data issues as related to Base Benefits business process that would enable you to catch errors that would otherwise show up when you try to process enrollments or changes.
The audits performed are Employees without Employment records, Employees without Job records, Employees less than 16 years old, People with unusual dependents signed up for coverage, Employee and spouse (or other dependent) both electing health benefits, Employees with over-age dependent coverage, Employees with incorrect health plans set up on the Benefit Program Table, and audits for consistency of marital and dependent relationships.
Perform these audits during implementation, before you enroll participants, and periodically during the plan year.
See Also
PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage Base Benefits
This report provides data about COBRA beneficiaries at the Event Level. The report will list all employees to whom an event has occurred. The qualified status indicates whether the qualified beneficiary is Qualified (QL), Not Qualified (NQ), Not qualified/duplicate (ND) or QE (Qualify Error).
See Also
PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage Base Benefits
This report displays information on: Employees enrolled in Active and COBRA Health Coverage; Employee and Spouse (or other dependent) electing health benefits for the same Dependent ID; and employees who have overage dependents.
You can use this report to analyze whether there is an overlap in COBRA and Active coverage, whether dependents are being covered by more than one EMPLID or whether an overage dependent has not been detected.
See Also
PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage Base Benefits
This report displays information about errors that result from running the COBRA process. The errors include COBRA event conflict, no eligible benefit program or more than one eligible benefit programs, or duplicate COBRA events.
You can use the COBRA Administration Error Report to identify and troubleshoot errors that surface as a result of COBRA processing. You can also identify these errors online. You might want to print the report and request that staff check off each error as they determine a resolution, thereby creating an audit trail for verifying that all errors have been analyzed.
See Also
PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage Base Benefits
Specify 401(k) or 401(m) for the report output.
If this report is run mid-year and a forecast percentage is specified in the 401 NDT run control, the report also shows forecasted year end earnings, contributions, and related ADP/ACP results.
This report does not attempt to recalculate the Actual Deferral Percentage (ADP) or to determine whether the nondiscrimination tests passed. It assumes these tests were handled by the NDT002 or NDT003 SQRs. However, in cases where the Aggregate Limit Test must be used, this report serves as the only method to invoke the test; there is no separate SQR for this.
If the Aggregate Limit Test is invoked, each report includes results for both the 401(m) and 401(k) tests, as well as the Aggregate Limit Test pass/fail status. The system prevents you from initiating NDT004 if the run control has been updated and you have not initiated these SQRs:
NDT001: This SQR lists plan type, plan name, benefit plan name and ID, effective date, accrual process date, accrual frequency, service interval, special calculations, year the plan begins, and the maximum leave balance and carryover allowed.
NDT002: You initiate this SQR after NDT001 to update the actual and forecasted amounts in the nondiscrimination testing run control table for the 401(k) NDT.
NDT003: This SQR updates the actual and forecast 401(m) amounts in the nondiscrimination testing run control table for the 401(m) NDT.
See Also
PeopleSoft Enterprise Human Resources 8.9 PeopleBook: Manage Base Benefits