Defining Payee Reports

To define payee reports, use the Payee Report Fields IND (GPIN_PR_FLD_TABLE), Payee Report Break Levels IND (GPIN_PR_BRK_LVLS), Payee Report Setup IND (GPIN_PR_SETUP), and Payee Report Element Map IND (GPIN_PR_EMAP) components.

This section provides an overview of element mapping.

Page Name

Definition Name

Usage

Payee Report Fields IND Page

GPIN_PR_FIELDS

Define the individual payee data items as report fields that will appear in a report.

Payee Report Break Levels IND Page

GPIN_PR_BRK_LVLS

Define the break levels for a report. You can select any system element or variable that resolves to a character value. select only elements that are resolved for a payee. Otherwise, the report will not break properly.

Payee Report Setup IND Page

GPIN_PR_SETUP

Define the report format. Identify the break levels and report fields valid for the report.

Payee Report Element Map IND Page

GPIN_PR_ELEM_MAP

Map Global Payroll elements to report fields.

After you define valid report fields and a report setup (format), you must map Global Payroll elements to the report fields. The mapping of elements enables you to specify multiple elements that make up a report field. For example, if a salary field is to be printed on a report and several elements must be added together in order to print this field on a report, you can select the Global Payroll elements that make up this field.

The Entry Type field prevents an element of the wrong type from being selected, based on the variable type. For example, a report field that has been defined as a field type of character, allows only Global Payroll elements that resolve to character values to be selected.

The following table specifies the types of Global Payroll elements that can be mapped to a report field, based on the field type defined:

Field Type

Types of Elements Allowed

Numeric

Auto Assigned

Accumulator

Segment Accumulator

Bracket − Numeric

Deduction

Earning

Formula − Monetary and Decimal

System Element − Numeric

Variable − Numeric

Character

Bracket − Character

Formula − Character

System Element − Character

Variable − Character

Date

Calendar Date

Bracket − Date

Date

Formula − Date

System Element − Date

Variable − Date

Use the Payee Report Fields IND page (GPIN_PR_FIELDS) to define the individual payee data items as report fields that will appear in a report.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Reports > Payee Report Fields IND > Payee Report Fields IND

This example illustrates the fields and controls on the Payee Report Fields IND page. You can find definitions for the fields and controls later on this page.

 Payee Report Fields IND page

Field or Control

Description

Field Name

Displays a unique field identifier for a report. Maximum of 15 characters.

Description

Enter the description of the report field that is printed on a report.

Short Description

Enter a brief description of the report field. If left blank, this field displays the first 10 characters of the Description field.

Field Type

Defines the format of the data for the field. Select Numeric, Character, or Date.

After you select a field type for a report field, you cannot alter it.

Comment

Additional information about the field.

Use the Payee Report Break Levels IND page (GPIN_PR_BRK_LVLS) to define the break levels for a report.

You can select any system element or variable that resolves to a character value. select only elements that are resolved for a payee. Otherwise, the report will not break properly.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Reports > Payee Report Break Levels IND > Payee Report Break Levels IND

This example illustrates the fields and controls on the Payee Report Break Levels IND page. You can find definitions for the fields and controls later on this page.

 Payee Report Break Levels IND page

Field or Control

Description

Break Level

A number that identifies the break level code.

Date Type CD

Values are System Data (for PeopleSoft-delivered break level) and Customer Data (for all other break levels).

Element

Field or Control

Description

Entry Type

Select the entry type of the element that you're associating with the break level. Values are System Element - Character and Variable - Character.

Element Name

Select the system element or variable that you're associating with the break level. For example, if you define pay groups at the break level, select the GP PAYGROUP element.

Note: Any element that you select must be resolved and stored.

Source and Use

If you select a system element, information that is contained on the Source and Use page of GP_PIN appears in this group box.

Use the Payee Report Setup IND page (GPIN_PR_SETUP) to define the report format.

Identify the break levels and report fields valid for the report.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Reports > Payee Report Setup IND > Payee Report Setup IND

This example illustrates the fields and controls on the Payee Report Setup IND page. You can find definitions for the fields and controls later on this page.

 Payee Report Setup IND page

Field or Control

Description

Report ID

Displays the name of the Structured Query Report (SQR) that you are defining.

Description

Enter a description of the SQR.

Report Break Levels

Field or Control

Description

Break Level 1, Break Level 2, andBreak Level 3

Select the first, second, and third break levels for the report.

Fields

Field or Control

Description

Field Name

Select a report field (defined on the Payee Report Fields page) to be used in the report. The corresponding description and field type appear when you select a report field.

Use the Payee Report Element Map IND page (GPIN_PR_ELEM_MAP) to map Global Payroll elements to report fields.

Navigation:

Set Up HCM > Product Related > Global Payroll & Absence Mgmt > Reports > Payee Report Element Map IND > Payee Report Element Map IND

This example illustrates the fields and controls on the Payee Report Element Map IND page. You can find definitions for the fields and controls later on this page.

 Payee Report Element Map IND page

Field or Control

Description

Report ID

Displays the name of the SQR that you are mapping.

Report Field

Field or Control

Description

Field Name

Displays the report field that has been defined on the Report Setup page.

Field Type

Displays the format of the report field as defined on the Payee Report Fields page.

Elements

Field or Control

Description

Entry Type

Select the type of element to be mapped to the report field. This changes depending on the field type.

Element Name

Enter the name of the element to be mapped to the report field. The corresponding description appears when you select an element name.

Add/Subtract

Select whether the element adds or subtracts from the total on the report.

Last Processed Value

Select for the tax calculation to consider the last processed value for reporting purposes.

This field was introduced for Form 24Q.