PeopleSoft Enterprise Payroll Interface Reports

Appendix: PeopleSoft Enterprise Payroll Interface Reports

This appendix provides an overview of PeopleSoft Enterprise Payroll Interface reports and enables you to:

View summary tables of all reports.
View report details and tables accessed.

Note. For samples of these reports, see the PDF files that are published on CD-ROM with your documentation.

PeopleSoft Enterprise Payroll Interface Reports: A to Z

These tables list the PeopleSoft Enterprise Payroll Interface reports, sorted alphanumerically by report ID. The reports listed are all Structured Query Reports (SQRs). If you need more information about a report, refer to the report details at the end of this appendix.

This section discusses:

Data reports.
Payroll reports.
Interface definition reports.

Data Reports

Report ID and Report Name	Description	Navigation	Run Control Page
Pay031 Deductions & Benefits Register	For each company/pay group, lists the deduction type and calculated deduction amount for each employee. This report can be run only after the Deduction Calculation process is run.	Payroll Interface, Reports, Deductions & Benefits Register	RUNCTL_PAYINIT2
PI001 Export Changes Report	Lists detailed information for employees who will be included in the export file, including both old and new values for fields that changed since the last export file was created.	Payroll Interface, Reports, Export Changes	RUNCTL_PIEXPT
TAX016 Default Tax Data	(USA) Lists employees with incorrect default data in their Tax records.	Payroll Interface, Reports, Default Tax Data USA	RUNCTL_FRMTHRU_PAY
TAX016CN Default Tax Data	(CAN) Provides the data that is auto-generated by the system, such as the employee’s hire date, default net claim amount from the Canadian Tax Tables, and province. This report also includes the provincial tax credit amounts from the Canadian Income Tax Data record.	Payroll Interface, Reports, Default Tax Data CAN	RUNCTL_FRMTHRU_PAY
TAX019 Employee Tax Information	(USA) Provides an individual listing of the employee's tax withholding information.	Payroll Interface, Reports, Employee Tax Information USA	RUNCTL_TAX019
TAX019 Employee Tax Information	(CAN) Provides an individual listing of the employee's tax withholding information.	Payroll Interface, Reports, Employee Tax Information CAN	RUNCTL_TAX019
TAX100 W-4 Exemptions	(USA) Lists all employees in each company who are exempt from federal income tax withholding.	Payroll Interface, Reports, W-4 Exemption	RUNCTL_TAX100
TAX100CN Exemption	(CAN) Lists all employees whose Canadian or Quebec Tax Data records indicate that they are exempt from income tax withholding, are exempt from unemployment insurance payments, or have fewer than 12 months subject to Canada or Quebec pension plan contributions.	Payroll Interface, Reports, Exemption CAN	RUNCTL_TAX100CN
TAX103 Reset W-4 Exempt Employees	(USA) Identifies employees who have not yet filed a new Form W-4 by the due date to continue their exemption status, and inserts a new Tax record to reset the employee federal withholding status, marital status, and withholding allowances. The report also updates future-dated records that currently specify exempt status.	Payroll Interface, Reports, Reset W-4 Exempt List	RUNCTL_TAX103
TAX106 W-4 IRS	(USA) Lists employees who claim either exemption from federal withholding or more than 10 allowances.	Payroll Interface, Reports, W-4 IRS	RUNCTL_TAX106
TAX107 W-4 Audit	(USA) Lists all employees who either created or updated their W4 information on the web.	Payroll Interface, Reports, W-4 Audit	RUNCTL_TAX107
TAX113 Reset W-5 EIC Employees	(USA) Identifies employees who have not yet refiled by the due date to continue their advance payments of EIC, and inserts a new Tax record to reset the employee EIC status to None. The report also updates future-dated records that currently specify EIC status.	Payroll Interface, Reports, Reset W-5 Exempt List	RUNCTL_TAX103

Payroll Reports

Report ID and Report Name	Description	Navigation	Run Control Page
PAY703 General Deduction/Frequency	Lists information from the General Deduction/Deduction Frequency Table, which contains payroll deductions that do not fit into a category covered by a benefit table, such as United Way, union dues, or parking fees.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, General Deduction/Frequency	PRCSRUNCNTL
PAY704 Deduction/Frequency	Lists information from the Deduction/Deduction Frequency Table, which contains deduction priority, tax effect, and frequency for benefit deductions and general deductions.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Deduction/Frequency	PRCSRUNCNTL
PAY705A/B Deduction Classes	Lists deduction classification codes from the Deduction Table.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Deduction Class	PRCSRUNCNTL
PAY706 Bond Table	(USA) Lists information from the Bond Table, which contains bond types. Bonds are one type of benefit that employees can purchase through payroll deductions.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, U.S. Savings Bond Table	PRCSRUNCNTL
PAY708 Shift Table	Lists information from the Shift Table, where you identify the work shifts to which you can assign an employee. Because it contains the rate or factor that the system uses to calculate the shift differential, this table works with the Earnings and Special Accumulator Tables to calculate earnings.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Shift Table	PRCSRUNCNTL
PAY709 Wage Loss Plan CAN	(CAN) Lists information from the Wage Loss Plan Table for Canadian employers.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Wage Loss Plan CAN	PRCSRUNCNTL
PAY711 Pay Group Table	Lists pay groups, effective dates, and processing characteristics from the Pay Group Table.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Pay Group Table	PRCSRUNCNTL
PAY712A/B/C Earnings Table	Lists earnings types and their payroll characteristics.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Earnings Table	PRCSRUNCNTL
PAY714 Pay Calendar Table	Lists information from the Pay Calendar Table, which contains the cycles that you create for payroll processing by pay group. Each entry in the table corresponds to a pay period for a pay group.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Pay Calendar	PRCSRUNCNTL
PAY717 Earnings Program Table	Lists information from the Earnings Program Table.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Earnings Program	PRCSRUNCNTL
TAX702 Federal/State Tax Table	(USA) Prints information from the State Tax Table and the State Other Tax Table, which store the most current tax rates and other parameters that are used in calculating state and federal withholding, disability, and unemployment taxes.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Federal/State Tax	PRCSRUNCNTRL
TAX703 Local Tax Table	(USA) Lists information from the Local Tax Table, which contains calculations for local income taxes.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Local Tax	PRCSRUNCNTRL
TAX705 Agency Local Tax Table USF	(USA) Lists information from the Company Local Tax Table, which identifies the localities for which your company collects and pays taxes.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, Agency Local Tax USF	PRCSRUNCNTRL
TAX707 State Tax Rate Table	(USA) Lists information from the State Tax Rate Table, which contains bracket rates that are needed for calculating state and federal taxes.	Set Up HRMS, Product Related, Payroll Interface, Payroll Reports, State Tax Rate	PRCSRUNCNTRL

Interface Definition Reports

Report ID and Report Name	Description	Navigation	Run Control Page
PI701 System Table Listing	Shows each system ID, its description, and its effective date, along with other data on the System Interface Table.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, System Table Listing	PRCSRUNCNTL
PI702 PS Record Listing	Lists PeopleSoft tables and views that you can use in PeopleSoft Payroll Interface.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, PS Record Listing	PRCSRUNCNTL
PI703 PeopleSoft Record-Field Listing	Lists each field on the PeopleSoft tables and views that you can use in PeopleSoft Payroll Interface.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, PS Record-Field Listing	PRCSRUNCNTL
PI704 PI Field Listing	Shows fields that are defined for the third-party payroll system and how PeopleSoft fields are mapped to them for both import and export processing.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Field Listing	PRCSRUNCNTL
PI705 Field Translation Listing	For each defined system ID, lists the third-party payroll system’s fields along with the PeopleSoft source fields. Also lists translate values.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Field Translation Listing	PRCSRUNCNTL
PI706 Instance Listing	Displays each instance of a PeopleSoft record to be exported to the third-party payroll system.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Instance Listing	PRCSRUNCNTL
PI707 Process Listing	Displays descriptions for each defined COBOL process that filters data before creating the export file.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Process Listing	PRCSRUNCNTL
PI708 Process Values	Displays values that are returned from a special COBOL process. These values are used in the field translation process.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Process Values	PRCSRUNCNTL
PI709 Definition Table-File	Lists each file that is used in PeopleSoft Payroll Interface.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Definition Table-File	PRCSRUNCNTL
PI710 Definition Table-Record	Lists the layout of each record that is used to format import and export files.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Definition Table-Record	PRCSRUNCNTL
PI711 Definition Table-Field	Lists the layout and content of each field for every record on each file that is used in PeopleSoft Payroll Interface.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Definition Table-Field	PRCSRUNCNTL
PI712 Configuration Listing	Displays processing groups, file names, and descriptions that are needed for the third-party payroll system.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Configuration Listing	PRCSRUNCNTL
PI713 Group Listing	Lists group IDs that represent fields to be processed together in the export file.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Group Listing	PRCSRUNCNTL
PI714 Employee Listing	Where they differ, lists each PeopleSoft employee ID along with the third-party payroll system’s employee ID.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, Employee Listing	PRCSRUNCNTL
PI715 File Handle Listing	Displays each file handle, file name, and description.	Set Up HRMS, Product Related, Payroll Interface, Interface Definition Reports, File Handle Listing	PRCSRUNCNTL