Grouped by Functional Area | Grouped by Process | All Commonly Used Reports
Curated reports from Workday and BusinessObjects. Report Inventory for HCM, Payroll and Budget.
| Report Name | Description | Usage | Security Groups |
|---|---|---|---|
| ACA Eligible Workers | This report will return ACA eligible workers who should be offered benefits. It has information for worker, working hours during lookback period, and measurement details during measurement period. | Users will need to run the report to identify any ACA eligible workers who are not enrolled in Medical and should be offered benefits. | Benefits Partner, System Benefit Support |
| ACA Measured Workers | Returns hourly workers measured for ACA eligibility based on their scheduled weekly hours. | Used by benefit partners to determine which hourly employees may be ACA eligible. | Benefits Partner, System Benefit Support |
| Accrual and Time Off Adjustments/Overrides | Returns accrual and time off adjustments and overrides for selected organizations within a specified period of time. | Use this report to review all overrides and adjustments for accruals and time offs. | Absence Partner, Absence View Only, Business Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Time Tracking View Only |
| ACHPYRL__ | Direct Deposit / ACH results for each payroll including the trace number | The Trace Number helps us and the receiving bank research ACH transactions in question. | Access to File Depot Folder |
| Active Job Postings as of Date | Returns active job postings as of a given date in the prompted Company. | Used by Recruiting personnel to see which job postings were active on a given date. | Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only |
| Add Additional Job of Employees with Non-Immigrant Status | The report returns non-US citizens with add additional job events during prompted date range. | Used for International Faculty and Scholar Services to get a list of non-US citizens who have Add Additional Job events. | Immigration Services for Faculty & Scholars (ISFS) View Only |
| All Active Job Postings | Recruiting applet that shows all Active job postings for a job requisition. | This report counts the number of 'Active' job postings for a job requisition. An Active job posting is one with a Start Date and no End Date or End Date is in the future. | Recruiting Partner, Recruiting Partner View Only |
| All Contingent Workers | Provides a list of all contingent workers | Used to identify all contingent workers | Absence View Only, Benefits Partner, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Payroll View Only, Research Partner, Safety View Only, Sponsored Research Services, Sponsored Research Services View Only, System Benefit Support, Time Tracking View Only, Workers' Compensation Partner |
| All Jobs as of Date | Returns compensation details for all positions the prompted worker has as of the effective date. | Used to view an employee's active positions as of a specified date. | Benefits Partner, Benefits View Only, Compensation Partner, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, System Benefit Support |
| All Jobs-TAMUS | Returns hourly rate/FTE monthly rate, FTE, Annual Work Period and Annual Budgeted Salary for all positions that a worker has. | Used for "Annual Budgeted Salary - TAMUS" tab on the Compensation Profile. | Employee As Self |
| All Worker Time Off | Returns all time off entries for active and terminated workers in prompted organizations where the worker's time off date falls on or within the specified date range. | View all your workers and their approved, pending, and denied time off requests to track the history and status of all time off requests either by date requested off or the date the time off was entered. Recommend running this report to pull by date entered for rule compliance review, for example, any requests for more than 3 days of sick time that would require FMLA documentation sent? Any use of unpaid time off when paid time off balance exists? Any FMLA requests entered for employees that do not have FMLA paperwork on file? Any FMLA absences that are missing the concurrent FMLA time off entry? Are all local/system member practices being followed? Run this report to pull by the date for which the time off is requested to ensure all time offs are approved for the pay period currently being processed. Use prompt "Include Terminated Workers" to see time off entries for terminated employees especially for hours donated to the sick pool which is mostly done by employees prior to their termination. | Absence Partner, Absence View Only, Business Executive View Only, Department Head, Executive Approver, HR Partner, HR Partner View Only, Manager, Payroll Partner, Payroll View Only, Time Tracking View Only, Timekeeper |
| Annual Affirmative Action Report – Employees | This report will be used for affirmative action analysis on employees in your organization | These utilization analysis reports are used for affirmative action analysis, performed by a third-party vendor. This is needed for calendar year reporting that normally occurs in early-January. BPP's version will be missing data from December. The functionality previously met by the two BPP Reports will be achieved via 5 Workday reports: - Hires - Promotions - Terminations (Potential to combine Hire, Promotion, and Term into 1 report) - Employees - Classified vs. Non-Classified titles | HR Partner |
| Annual Affirmative Action Report - Hires | This report will be used for affirmative action analysis on new hires in your organization. | These utilization analysis reports are used for affirmative action analysis, performed by a third-party vendor. This is needed for calendar year reporting that normally occurs in early-January. BPP's version will be missing data from December. The functionality previously met by the two BPP Reports will be achieved via 5 Workday reports: - Hires - Promotions - Terminations (Potential to combine Hire, Promotion, and Term into 1 report) - Employees - Classified vs. Non-Classified titles | HR Partner, HR Partner View Only |
| Annual Affirmative Action Report - Internal and External Candidate | The report displays all job applications and candidate information in the prompted organization(s) within a date range. It can be used for affirmative action reporting. | Used by recruiting personnel to view internal and external candidates and their gender, ethnicity, disability status, and veteran status for affirmative action reporting purposes. | Recruiting Partner, Recruiting Partner View Only |
| Annual Affirmative Action Report - Jobs | This report will be used for affirmative action analysis on job profiles. Please export the report result to Excel and remove duplicates manually to get distinct job profiles used by your organization. | These utilization analysis reports are used for affirmative action analysis, performed by a third-party vendor. This is needed for calendar year reporting that normally occurs in early-January. BPP's version will be missing data from December. The functionality previously met by the two BPP Reports will be achieved via 5 Workday reports: - Hires - Promotions - Terminations (Potential to combine Hire, Promotion, and Term into 1 report) - Employees - Classified vs. Non-Classified titles | HR Partner |
| Annual Affirmative Action Report – Promotions | This report will be used for affirmative action analysis on promotions in your organization. | These utilization analysis reports are used for affirmative action analysis, performed by a third-party vendor. This is needed for calendar year reporting that normally occurs in early-January. BPP's version will be missing data from December. The functionality previously met by the two BPP Reports will be achieved via 5 Workday reports: - Hires - Promotions - Terminations (Potential to combine Hire, Promotion, and Term into 1 report) - Employees - Classified vs. Non-Classified titles | HR Partner |
| Annual Affirmative Action Report – Terminations | This report will be used for affirmative action analysis on terminations in your organization. | These utilization analysis reports are used for affirmative action analysis, performed by a third-party vendor. This is needed for calendar year reporting that normally occurs in early-January. BPP's version will be missing data from December. The functionality previously met by the two BPP Reports will be achieved via 5 Workday reports: - Hires - Promotions - Terminations (Potential to combine Hire, Promotion, and Term into 1 report) - Employees - Classified vs. Non-Classified titles | HR Partner, HR Partner View Only |
| Annual Budgeted Salary | Returns estimated Annual Budgeted Salary based on FTE and Annual Work Period. | Used to view estimated annual budgeted salary and other position details. | Compensation Partner, Compensation View Only, Employee As Self |
| Annual Merit Compensation Pool | Report pulls worker information along with compensation, FTE, Target Percent and Next Fiscal Year Hours for Merit Partner Use. | This report is designed for the Merit Partner to give compensation as of a specific date to provide data used in creating and managing pools during the annual merit process. | Merit Partner |
| Annual Merit Process Eligibility | The Merit Eligibility Report is designed so that Merit Partners can obtain an advanced view of the employees scheduled to be brought into the merit process. | This report is used to audit the Merit Process Eligibility after Workday Services has made updates to the Merit Plan Assignments based on the eligibility criteria provided in Merit Configuration Worksheet Merit Partners can use the “Merit Plans – Assigned” Column to view the employees who are on the plan. | Compensation Partner, Compensation View Only, Merit Partner |
| Annual Term Months (Filled Positions) | Returns positions and associated details in the prompted Company, grouped by the number of months in the annual work period. | Used on the HCM Executive Dashboard to return counts of positions, grouped by the number of months included in the positions' annual work periods. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Annual Turnover by Company | Returns annual turnover rate for the specified company. | Used for turnover analysis for specified organizations. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Approved Time Off | Provides an account of all the time off approved for specific employees for a specific date range | View all the approved time off requests for the workers you support by the date for which the time off is requested. | Absence Partner, Absence View Only, Department Head, Executive Approver, HR Partner, HR Partner View Only, Manager, Payroll Partner, Payroll View Only, Sponsored Research Services, Time Tracking View Only |
| Assign Costing Allocation Sent Back | For assign costing allocation business process, returns any events where a step was sent back or the business process was denied. | The report can be used to show who initiated an Assign Costing Allocation BP that was sent back or denied. BP approvers may want to investigate the reason, in case some training/coaching are needed for the initiators. | Budget Contact, Budget Partner, Cost Center Approver, Payroll Partner, Payroll View Only, Sponsored Research Services, Sponsored Research Services View Only |
| Audit - Compensation Grade Mismatch | This report returns all positions with mismatched default compensation grade and worker compensation grade in specified organization. | After a mass process to update worker's compensation grade through "set up compensation grade profile adjustment", the default compensation grade on position restriction might not be synced with worker's compensation grade. Run this report to find all mismatches and update the default compensation if necessary. | Compensation Partner, Compensation View Only |
| Audit - Employee Academic Pay Settings | This report provides the ability to audit employees by organization for the proper Academic Pay settings. Displays job profile, annual work period, pay rate and compensation base pay. | Used to evaluate if academic pay period is consistent with intended annual term and payroll for employee. | Benefits Partner, Budget Partner, Compensation Partner, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, Manager, Recruiting Partner, Recruiting Partner View Only, Research Partner, Sponsored Research Services, System Benefit Support, Workers' Compensation Partner |
| Audit - Employee Missing Race, Ethnicity or Gender Selection | Returns employees who do not have a Race or Ethnicity selected, or Declined to Specify, and/or Gender. Employees without a Race/Ethnicity selection will need a Visual Survey response for federal reporting purposes. | Used by HR personnel to view which employees are missing race/ethnicity and gender data. For employees with blank race/ethnicity or who marked Declined to Specify as their race/ethnicity, HROs may use the visual survey feature in Workday. This supports EEO-4 reporting. | HR Contact, HR Partner, HR Partner View Only |
| Audit - Employees with Primary Work, Home or Location Address State Not Equal | Returns Workers in Company whose primary work address state, home address state and/or location address state differ, resulting in potential tax implications. | Used to find situations where workers' address states do not match and assess the resulting tax implications. | HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Audit - Job Change with No Change to Allowance Plan | Returns employees who changed jobs during the prompted date range but allowance plan(s) were not changed. Use the list to research if a change that should have been made was missed. | This report can be used to research if a change to the allowance plan that should have been made was missed. | Compensation Partner, HR Contact, HR Partner, Payroll Partner, Payroll View Only |
| Audit - Legal Name for Print Check Exceeds 35 Characters | Returns workers with legal names exceeding 35 characters. | Used by payroll personnel to determine which worker names are longer than 35 characters because Payformance check printing software cannot print a name longer than that. | HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Audit - Missing I-9 Other ID for New Employees | Returns employees without an I-9 custom ID who were hired, changed jobs, or added an additional job in a new company in the prompted date range. | Used to view employees who were hired, changed jobs, or added an additional job in a new company but have not completed I-9 paperwork as required. | I-9 Partner, I-9 Processor |
| Audit - Negative Wages or Tax (by Worker) | For a given tax year, quarter, and Company, returns any workers who had negative wages and the associated deduction that is negative. | Payroll Partner, Payroll View Only | |
| Audit - ORP Max Wage Limit | Returns employees who reached max wage limit for ORP and are not grandfathered. | Payroll offices need to run the report after each payroll completes, then run the Maintain Payroll Limit Override task for employees listed before next payroll is initiated to prevent retro from taking a deduction for ORP. | Payroll Partner, Payroll View Only, System Benefit Support, Tax Compliance Partner |
| Audit - Position Pay Group and Compensation Plan Mismatch | Returns positions whose Company, Pay Group, Pay Rate Type and Frequency of Compensation Plan do not align with each other. | The report can be used to catch positions with mismatches on Company, Pay Group, Pay Rate Type and frequency of Compensation Plan. Payroll Partner and HR Partner need to investigate positions showing on this report, and fix the portion they are responsible for. | HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Audit - Retro Payroll Results with Gross Up Pay Components | Returns retro entries that will not process due to a Gross Up Pay Component. | Used by Payroll personnel to identify one-time payment retro results with gross up pay components. Payroll results with gross up components will show the retro events as supported and processed, but the retro difference will be a zero. This causes employees not to receive the one-time payment in a timely manner. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Audit - Supervisory Organization Structure | Returns all supervisory organizations with the option to filter for mismatched companies, organizations with zero headcount, organizations with no superior, and/or organizations with a blank name/code. | Used to identify supervisory organizations whose company is mismatched with its superior company, organizations with zero headcount, organizations with no superior, and/or organizations with a blank name/code. | HR Contact, HR Partner, Organization Partner |
| Audit - Temporary Casual Employee Staffing Events | Returns hire, add additional job, or change job events for temp/casual employees. | used by HR, Benefits and Payroll to monitor when Temporary/Casual employee types are nearing the maximum 4.5 months before benefits eligibility should be evaluated. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Audit - Terminations with Current Allowance Plans | Returns employees that were terminated with an open-ended allowance plan. | This report can be used to audit terminations with an open-ended allowance plan. To prevent terminations receiving allowances after termination or when they are rehired into Texas A&M System, investigate if an end date is appropriate for the allowance plan. | Compensation Partner, HR Contact, HR Partner, Payroll Partner, Payroll View Only |
| Audit - TRS Max Wage Limit | Returns employees who reached max wage limit for TRS. | Payroll offices need to run the report after each payroll completes, then run the Maintain Payroll Limit Override task for employees listed before next payroll is initiated to prevent retro from taking a deduction for TRS. | Payroll Partner, Payroll View Only, System Benefit Support, Tax Compliance Partner |
| Audit - Worker Compensation and Default Compensation | Returns compensation information for vacant and filled positions so Budget Services can review this with the budget detail in FAMIS. | Used to compare differences in workers' actual compensation and their positions' default compensation. | Budget Contact, Compensation Partner, Compensation View Only, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Audit Differences in Dependent Care FSA Annual Election Amount | Returns employees who are enrolled in a Dependent Care Flexible Spending Account but may over-contribute or under achieve their annual contribution goal. | Used by Benefit Offices to contact employees who need to be reimbursed for overcontributing during the year, and employees who need to contribute more to meet the annual contribution goal. | Benefits Partner, Benefits View Only, System Benefit Support |
| Audit Differences in Health Care FSA Annual Election Amount | Returns employees who are enrolled in a Health Care Flexible Spending Account but may over-contribute or under achieve their annual contribution goal. | Used by Benefit Offices to contact employees who need to be reimbursed for overcontributing during the year, and employees who need to contribute more to meet the annual contribution goal. | Benefits Partner, Benefits View Only, System Benefit Support |
| Audit-Pay Calculation Results Comparison to a prior period (Period Summary) | Compare pay calculation results in a given period to the results in a prior period. | Used to identify and correct payroll errors. | Payroll Partner, Payroll View Only |
| Audit-Pay Calculation Results for a period | View pay calculation results meeting predefined selection criteria for all of the workers in a pay run group and/or pay group during a specified period. | Used to identify and correct payroll errors. | Payroll Partner, Payroll View Only |
| Average Base Pay | View list of average base pay in the reporting currency for employees grouped by supervisory organization. This report filters on workers in which the user has access based on a role of Manager or HR Partner. | Audit report used to view average base pay for employees | Benefits Partner, Budget Partner, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Merit Partner, Payroll Partner, Payroll View Only, Recruiting Partner, Recruiting Partner View Only, Research Partner, Sponsored Research Services, Sponsored Research Services View Only, Student Employment Partner View Only, System Benefit Support, Time Tracking View Only, Timekeeper, Workers' Compensation Partner |
| Average Base Pay by Highest Degree | Compares primary positions' base pay in reference to workers' highest degrees. | Used to compare employees' base pay in regard to the highest education level achieved. | Compensation Partner, Compensation View Only |
| Average Days to Fill for Recruiting Dashboard | This report shows average days to fill job requisitions for current quarter and the prior 8 quarters. | This report can be used to analyze how long it took to fill a job requisition. Used as a Worklet on recruiting dashboard job requisition tab. | Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only |
| Background Check Bill Code Report | Returns details about stand-alone background checks or background checks that are part of the recruiting process. | Report for the Recruiting Partners to allow charge backs of background checks to the various departments as this will not be done within the Sterling integration. | Background Check Partner, Recruiting Partner, Recruiting Partner View Only |
| BAR (Benefit Annual Rate) Audit | Returns benefit annual rates for Benefits Salary and Optional Life Insurance prior to annual enrollment (September 1). | Used by Benefits personnel to compare employees' Benefit Salary BAR and OL BAR values to what they should be and determine if adjustments to these values are required. | Benefits Partner, Benefits View Only, System Benefit Support |
| Basic Life and AD&D Insurance | Returns enrollment headcount for Basic Life and Accidental Death and Dismemberment (AD&D) Insurance by gender and age group. | Used by SBA to provide insurance vendors with monthly enrollment headcounts. | System Benefit Support |
| Basic Life with Certified Other Medical | Count of Active and Retired Workers, broken out by gender and age, with Alternate Basic Life/AD&D coverage along with the coverage Amount. | Used by SBA to provide insurance vendors with monthly enrollment headcounts. | Benefits Partner, Benefits View Only, System Benefit Support |
| Beneficiaries Not Tied to a Benefit Plan | Returns employees with a designated beneficiary not associated with an elected benefit plan | Audit report used to identify those employees with beneficiaries not attached to a benefit plan so the employee can be contacted to make any necessary updates. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Benefit Census - TAMUS | View workers enrolled in specific benefit plan(s) as of a specified date. Details include demographic and job-related information about workers and their current benefit elections. | Used to view benefits enrollment as of a specific snapshot date. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Benefit Data for Worker | Returns employee data that are related to benefits. | Used by SBA to troubleshoot issues or verify data during onboarding. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Benefit Eligible Employees Missing Benefit Event | Returns employees with a Hire or Change Job event into a benefit eligible position in the specified company but with no benefit event initiated. | This report can be used to identify any employees with a staffing event that changed them from benefit ineligible to benefit eligible, but missing a benefit event that should be initiated due to this staffing event. | Benefits Partner, Benefits View Only, System Benefit Support |
| Benefit Events Status Report | View workers with open benefit events and their status. | Used by Benefits and Retiree Partners to view employees with open benefits events | Benefits Partner, Benefits View Only |
| Benefit Events Status Report - Pending Events | Returns employees with benefit events that have not been started yet or are in progress. | Used to view benefit event details associated with enrollment, such as the event type, date, and status. | Benefits Partner, Benefits View Only, System Benefit Support |
| Benefit Events Status Report - TAMUS | Returns employees' benefit enrollment events, the associated elections, and the events' respective statuses. This report is similar to Workday report Benefit Events Status Report, but contains fields for UIN, Benefit Group, Company, Plan, Coverage and Dependents. | Used to view employee benefit enrollment elections and events by status. | Benefits Partner, Benefits View Only, System Benefit Support |
| Benefits Eligibility by Worker | View a list of the benefit plans in which a worker is eligible to enroll. Details include benefit plan year definition, health care coverage plans, health savings account plans, spending account plans, insurance coverage plans, and defined contribution plans. | Used to help verify that eligibility rules are set up correctly. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Billing Invoice Validation | Returns billing invoice data as of the prompted effective date. | Used by Billing personnel before the monthly snapshot to ensure accurate data is displayed given any impacting events. Used after the monthly snapshot as a reference for late-completed events that may have changed the invoice. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| BIRT - Custom Compensation Review Statement | Returns merit and promotion details for customized merit statements. | Used to build the customized merit statements using BIRT and Workday Studio. | |
| Biweekly Payroll Review | Returns payroll results and details for bi-weekly employees in the prompted Company and Periods with the prompted Payroll Calculation Status. | Used by payroll personnel to review payroll results and details for biweekly employees. | HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| BLS Headcounts and Payroll Summary | Returns counts of active employees, females, and faculty by Texas Employment Commission Report Number, and monthly/biweekly gross pay in the month of prompted date. | For Bureau of Labor and Statistics reporting. | HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Business Process Booklet | Returns Business Processes (excluding integrations) and associated details, including functional area, tasks, to do items, security groups, due date, etc. | Provides the complete list of Business Processes with a single row of data per step or configuration. | Business Process View Only |
| Business Process Cycle Times | View various statistics related to business process cycle times within the From/To period specified. | The report can be used to determine whether transactions are running efficiently and whether the structure of your organization’s hierarchy, role assignments or personnel are impacting the execution of workflows. The report provides various statistics related to business process cycle times for your Company using the organization prompt, and within the From/To period specified for specified business processes. Enables you to see the business process type, number of processes for the associated type, average process time (in days), and average step time (in days). For a given business process type, you can also view a 12-month chart that shows average completion time and other related data for all transactions so you can compare your Company efficiency to system-wide statistics. Use the drill to detail feature to view specific transaction events, steps and users taking action on each step to have a more comprehensive view of efficiencies and where additional training or user resources could be helpful within your organization. | Benefits Partner, Benefits View Only, Budget Partner, Business Executive View Only, Business Process View Only, Compensation Partner, Compensation View Only, Cost Center Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, Immigration Services for Faculty & Scholars (ISFS) View Only, Merit Partner, Payroll Partner, Payroll View Only, Recruiting Partner, Recruiting Partner View Only, Research Partner, Retiree Partner, Sponsored Research Services, System Benefit Support, Tax Compliance Partner |
| Business Process Events | Returns general information for all business process events. Two detail reports are available with more data on before and after values for worker's staffing events and compensation events. | Used to view general information for business process events. Two other reports, "Business Process Events = Worker Compensation Details" and "Business Process Events - Worker Staffing Details" provide more detailed information. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, Payroll Partner, Payroll View Only, Recruiting Partner, Recruiting Partner View Only, Retiree Partner, System Benefit Support, Tax Compliance Partner |
| Business Process Events - Worker Compensation Details | Detail report for Business Process Events. Returns all details for compensation events on workers. | Used to view detailed information specific to compensation business process events | Compensation Partner, Compensation View Only, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Business Process Events - Worker Staffing Details | Detail report for Business Process Events. Returns all details for staffing events on workers. | Used to view detailed information specific to staffing business process events. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, Payroll Partner, Retiree Partner, System Benefit Support |
| Business Process Events Awaiting Action by Security Group | Returns business processes awaiting action in the prompted Company, security group, and date range. | Used by personnel to manage and monitor business processes awaiting action and reduce the time it takes to complete business processes. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support, Tax Compliance Partner |
| Business Process Milestone Audit - Hire | Returns average days between each milestone step for Hire business processes in specified companies. | Used for business process milestone analysis to know the average days between each milestone step. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Business Process Milestone Audit - Request Compensation Change | Returns average days between each milestone step for Request Compensation Change business processes in specified companies. | Used for business process milestone analysis to know the average days between each milestone step. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Business Process Milestone Audit - Termination | Returns average days between each milestone step for Termination business processes in specified companies. | Used for business process milestone analysis to know the average days between each milestone step. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Business Process Transactions of Type Awaiting Action | Returns details about business process transactions awaiting action, including the awaiting person and number of days elapsed since the due date. | Used to identify bottlenecks in business process transactions. | Benefits Partner, Benefits View Only, Budget Contact, Budget Partner, Business Executive View Only, Compensation Partner, Compensation View Only, Department Head, Export Control Partner, Faculty Partner, General Counsel Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, I-9 Processor, Immigration Services for Faculty & Scholars (ISFS) View Only, Manager, Payroll Partner, Payroll View Only, Recruiting Partner, Recruiting Partner View Only, Research Partner, Sponsored Research Partner, Student Employment Partner View Only, System Benefit Support, Tax Compliance Partner, Workers' Compensation Partner |
| Calendar Events for Emergency Leave Reporting | Returns employees' calendar events for emergency leave reporting in the prompted organizations and date range. | Used to review employees' calendar events for emergency leave reporting including campus closure, early release and inclement weather. | Absence Partner, Absence View Only, HR Partner, HR Partner View Only |
| Candidate Disability Status Summary | View Disability status summary for applicants. | This report can be used to analyze candidate's disability status. | Recruiting Partner |
| Candidate EEO Federal Veteran Status Summary | View federal veteran status summary for applicants. | This report can be used for veteran status analysis. It pulls data from Candidate's personal data. | Recruiting Partner |
| Candidate EEO Summary Report | Returns candidates' ethnicity and gender information for specified job requisitions. | This report is used to get applicant Race/Gender summary for a specified job posting(s). Used for Affirmative Action reporting. "Blank" on gender field means that candidate didn't choose a value for gender. | Manager, Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only |
| Candidate Export Controls | View candidate information for a job requisition and whether or not they've been verified by Export Controls prior to hire | To be used to review if the hired candidate has been reviewed by Export Controls if applicable. | Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only |
| Candidate Flow | Returns candidates, their race/ethnicity information, recruiting process information, and job requisition information. | This analysis report is used to see those candidates that applied for job postings that were posted during a specified date range. | Recruiting Partner, Recruiting Partner View Only |
| Candidate Job Applications | Return all job applications for specified candidate. | Used by recruiting office to get all applications for a specified candidate and application details including application date, application status, job requisition, job title, job requisition status, recruiting manager etc. | Recruiting Partner, Recruiting Partner View Only |
| Candidate List | This Applicant List report list all applicants' information for a specific job posting. | Used to view who has applied for a specified job posting(s) along with their date of application, status, and disposition reason. | Recruiting Partner |
| Candidate Per Stage | View total numbers of candidates in each recruiting stage. | This report can be used to view how many candidates per each employee type in each recruiting stage. The detail report can be used to view detailed information for each candidate, e.g. candidate source, resume etc. | Manager, Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only |
| Candidate Pipeline | Returns counts of candidates by job requisition and recruiting stage. | Used to view and assess which and how many candidates made it to each of the various stages of the recruiting process | Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only |
| Candidate Pool EEO Summary Report | Returns race and gender summary for applicants. | This report is used to get cumulative applicant Race/Gender summary for a specific system member. "Blank" on gender field means that candidate didn't choose a value for gender. | Research Partner |
| Candidate Time Per Stage | View average number of days a candidate was in a stage for job requisitions. | This report can be used to see which stage of the recruiting process is taking the most amount of time to identify major bottlenecks in the recruiting process. | Business Executive View Only, Manager, Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only |
| Carryover Balances for Organization (by Worker) | Shows the amount of time off the employee is allowed to carryover to the next period and how much will be forfeited. | Running this report for the vacation time off plan for 9/1/20XX, will give you the amount of vacation that will carryover from one Fiscal Year to the next and the amount of time that will be "forfeited" and rolled to sick time off Note: The report does not take into account any potential / future changes in state service levels that would allow a higher carryover amount. Once the new state service level is achieved the report will reflect the new level. | Absence Partner, Absence View Only, Department Head, Executive Approver, HR Contact, HR Partner, HR Partner View Only, Manager, Payroll Partner, Payroll View Only, Sponsored Research Services, Employee As Self |
| Change of Total Base Salary of Employees with Non-Immigrant Status | Returns non-US citizens with Request Compensation Change events during prompted date range. | Used for International Faculty and Scholar Services of salary changes. | Immigration Services for Faculty & Scholars (ISFS) View Only |
| Check Register by Supervisory Organization | Returns check details for Payees in the specified organization. | This is a modified version of report "View Check Register". It can be run by Supervisory Organization so Payroll staff can pull a list of all paper checks printed for a supervisory organization and its subordinates. This would help them to track paper checks and make sure they are correctly distributed. | Payroll Partner, Payroll View Only |
| Check-in Status as of Now | A report for managers and timekeepers of In and Out Time Reporters to see all employees currently clocked in. | The report is used by Timekeepers/Managers of In and Out Time Reporters to view all employees currently clocked in. | Manager, Time Tracking View Only, Timekeeper |
| COB Date Conflicts - Divorce and Tobacco | This report checks employee benefit enrollment events for conflicts with divorce/tobacco events. It will return any worker with a divorce event effective within the past month and a conflicting COB event. It lists information about the employee's most recent divorce and tobacco events, and about conflicting event(s). | Used to identify conflicts with coordination of divorce/tobacco events. Effective dating of a Tobacco Use change may not calculate correctly when there is a retro dated benefit event such as divorce. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Company W-2 Audit | For a Company, report includes summary numbers for a given tax year. Worker counts, number of those receiving paper, amounts for each box including state and local income tax paid. | Prepare for W-2 processing | Payroll Partner, Payroll View Only |
| Compare Reported and Scheduled Hours | View the difference between the reported and scheduled hours for the workers in your organization(s) by week for a specified date range. | Used to identify if workers reported fewer or more hours than scheduled. | Department Head, Manager, Payroll Partner, Payroll View Only, Time Tracking View Only, Timekeeper |
| Compare Team | Displays job, base pay, bonus, stock, and performance information for each member of a team. | Helps compare all the employees who report to a manager to make hiring and compensation related decisions | Absence Partner, Absence View Only, Benefits Partner, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, I-9 Processor, Immigration Services for Faculty & Scholars (ISFS) View Only, Manager, Merit Partner, Payroll Partner, Payroll View Only, Research Partner, Safety View Only, Sponsored Research Services, Sponsored Research Services View Only, Student Employment Partner View Only, System Benefit Support, Tax Compliance Partner, Talent Analyst, Talent Partner, Talent Partner View Only, Timekeeper, UIN Partner, Workers' Compensation Partner, Employee As Self |
| Compensation Allowances with Annual Work Period | Returns positions with allowance plans in prompted organization including annual work period, allowance plan details, worker position earning costings. | The report will be used by HR/Compensation/Payroll staff to identify annual work periods to manage worker's allowance plans. If allowance end date and annual work period end date are different, need to research if allowance end date should be adjusted. If the regular salary or regular hours are used as earnings on costings of worker position earning level, it needs to be addressed since earning type of Regular Salary and Regular Hours are no longer supported on worker position earning level. | Budget Contact, Compensation Partner, Compensation View Only, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Compensation Analysis | Returns employee compensation in relation to compensation grade pay ranges. | Shows employers which employees are overpaid or underpaid in relation to the employees' compensation ranges. | Compensation Partner, Compensation View Only, HR Partner, HR Partner View Only |
| Compensation Changes Report | Returns compensation change events for employees in specified date range, organizations, and/or workflow states. | Merit Partner can use this report to get compensation changes after Position Budgeting applications take a snapshot of employee's compensation from Workday. If any compensation changes are captured after the snapshot, further analysis/actions may be needed. After merit process is finalized, merit partner will use this report to validate the merit awards entered into Workday. | Budget Contact, Business Executive View Only, Compensation Partner, Compensation View Only, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Merit Partner, Payroll Partner, Payroll View Only, Research Partner |
| Compensation Plan Expected End Date Audit | View organizations with employees who have assignments with expected end dates. You can narrow your search by entering a date range. | Benefits Partner, Budget Partner, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Merit Partner, Payroll Partner, Payroll View Only, Recruiting Partner, Recruiting Partner View Only, Research Partner, Sponsored Research Services, Sponsored Research Services View Only, Student Employment Partner View Only, System Benefit Support, Time Tracking View Only, Timekeeper, Workers' Compensation Partner | |
| Compensation Review Awards On Hold Audit | Return merit awards that are not finalized. | Use this report to view merit awards that are not finalized due to in progress parallel events. | Business Executive View Only, Merit Partner |
| Compensation Review Employee Changes Audit | View details of parallel compensation events that occurred during merit processes. | Audit employee data that was changed because of a parallel event when Merit is in progress (Example: Compensation Changes and Job Changes) | Benefits Partner, Budget Partner, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Research Partner, Sponsored Research Services, Sponsored Research Services View Only, System Benefit Support, Workers' Compensation Partner |
| Compensation Review Merit Award Audit | Returns employees' merit details in the prompted compensation review process. | Used by Merit Partners to see which employees were given merit increases (and how much the increases were) in the prompted compensation review process. | Merit Partner |
| Compensation Review Process Search Employees | Provides a list of all employees in a given merit process and allows further division; gives HR Partner similar functionality to search employees as the Merit Grid provides for managers | Faculty Partner, Graduate Studies Partner, HR Partner, Merit Partner, Research Partner, Workers' Compensation Partner | |
| Compensation Review Process Search Employees (Default) | Employee Adjustments in the Compensation Review Process. | Use this report to search for employees when the merit process is open. | Business Executive View Only, Faculty Partner, Graduate Studies Partner, HR Partner, Manager, Merit Partner, Research Partner, Workers' Compensation Partner |
| Compensation Spreadsheet | Provides an overview of all compensation information for a specified organization. | Used by Compensation Partners who need to see the compensation information for all the employees they support at once. | Budget Partner, Business Executive View Only, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Merit Partner, Payroll Partner, Payroll View Only, Research Partner |
| Costing Allocations for Position Restrictions | Returns position restriction allocation details for a specified organization, position, and/or worker as of an Effective Date. | Used to review which cost center is being utilized for the position restriction. For vacant positions or positions missing a worker costing, the position restriction cost center is used by payroll. | Budget Contact, Business Executive View Only, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Sponsored Research Services View Only |
| Costing Allocations for Worker Position | Returns worker position allocation details for a specified organization, position, and/or worker as of an Effective Date. | View labor costing override information for workers, including the start and end dates of an override, the override values, distribution percentages (if a worker's earnings are split between multiple regions or cost centers), and the last allocated instance in a group of cost splits. This data overrides the position restriction costing for a position. Current and future overrides are listed here. | Budget Contact, Business Executive View Only, Department Head, HR Contact, HR Partner, HR Partner View Only, Manager, Payroll Partner, Payroll View Only, Research Partner, Sponsored Research Services View Only |
| Court Ordered Deductions not Taken | Returns employees whose deduction amount was not equal to their court ordered deduction amount for a specified pay period. | Used to identify and review instances where an employee's actual deduction amount was not the same as their court ordered deduction amount. | Payroll Partner, Payroll View Only |
| Critical Reports for Benefits Partner | This report returns a list of reports critical to benefits processing. | Used to see which Workday reports are important for the benefits processing. Reports can be run from within this report. | |
| Critical Reports for Billing Processor | This report returns a list of reports critical to billing processing. | Used as a central location for billing reports to assist billing processors in their job duties. | |
| Current Delegations | Returns all current delegations for the prompted organizations. | Used to monitor who is delegating which tasks, and the delegating workers' position titles and employee types. | General Counsel Partner, HR Contact, HR Partner, HR Partner View Only, Employee As Self, Retiree As Self |
| Current Worker Detail Report | Returns organization, compensation, and position-specific details for workers in the prompted Organizations. | Used by personnel to view specific details about workers, including their hire dates, job data, organization characteristics, compensation plan, and salary. | Benefits Partner, Benefits View Only, Budget Partner, Business Executive View Only, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, General Counsel Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Merit Partner, Payroll Partner, Payroll View Only, Recruiting Partner, Recruiting Partner View Only, Research Partner, Sponsored Research Services, Sponsored Research Services View Only, Student Employment Partner View Only, System Benefit Support, Tax Compliance Partner, Time Tracking View Only, Timekeeper |
| Delegation Changes Needed | Returns delegations in the specified organization when the delegated worker has a termination effective in the next 30 days or a change job or transfer business process initiated within the last 30 days. | Used to send alerts to HR Partners and Delegators when a Delegate transfers to a new company or terminates within 30 days. This report replaces Delegation Termination Alert Report. | HR Partner, HR Partner View Only |
| Delegation Expiration Alert Notification Report | Returns delegations in specified organization that are going to expire in the next 10 days. | This report is mainly used as an alert report to send alert notifications to the delegate and the delegating worker if a delegation is expiring within ten days. It can also be used by HRs to get information for expiring delegations so they can reach out to the delegating worker if necessary. | HR Contact, HR Partner, HR Partner View Only |
| Delegation History | View business process transactions delegated by a specified worker, with dates, status, and delegate. | Used to see what the specified worker has delegated to whom. | HR Partner, Employee As Self, Retiree As Self |
| Dependent Events in Progress | Returns dependent event business processes that are incomplete. | Used to identify employees who have not completed the business process to add or edit a dependent in Workday. When an employee receives an error while creating or editing a dependent, the BP does not complete. Benefit Partners need a way to know when this happens so they can reach out and assist the employee. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Dependent Life Exceeds Limit | Returns employees or retirees who are denied EOI because their spouse life or child life coverage exceeds the permitted limits. | Used by Benefit Partners to identify employees or retirees who are denied EOI because their spouse life/child life exceeds the limit. If the employee/retiree is enrolled in both optional life and spouse life, the Benefit Partner will contact them and manually correct the issue by lowering the spouse life amount. If the employee/retiree is only enrolled in spouse life/child life, the Benefit Partner will research why they are not enrolled in optional life and reach out to them to find out if they want to enroll. If the employee does not want to enroll in optional life, the Benefit Partner will cancel the spouse life/child life insurance. | Benefits Partner, System Benefit Support |
| Dependents Missing SSN | Report shows all employees with dependents with no Social Security Number along with the reason why it's missing and the dependent's medical plan. | Report is used to identify enrolled dependents without a SSN for the purpose of ACA compliance. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Dependents Not Tied to a Benefit Plan | Report shows dependent information for employees with dependents that are not included in a Benefit Plan including any future elections. | Used to identify dependents for employees that are not included in any Benefit Plan. Benefit Partner will run this report and reach out to employees to make sure they do not intend to add the dependents to benefit coverage. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Dependents Requiring Documentation | Returns active and retired employees who have un-verified dependent(s) in Workday. | Lists active and retired employees who have either not submitted documentation to verify their dependents or are awaiting verification from a benefit processor. Used to contact employees who have not submitted documentation for dependents they wish to cover, before the end of the enrollment period. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Diversity of Age Group by Management Level | The report can be used for diversity analysis of age by management level. | This report can be used for diversity analysis. | HR Partner, HR Partner View Only |
| Diversity of Ethnicity by EEO | The report can be used for diversity analysis of race/ethnicity by EEO code. | Used to view ethnicity distribution of active employees by EEO code. | HR Partner, HR Partner View Only |
| Diversity of Ethnicity by Management Level | The report can be used for diversity analysis of race/ethnicity by management level. | This report can be used for diversity analysis. | HR Partner, HR Partner View Only |
| Diversity of Gender by EEO | The report can be used for diversity analysis of gender by EEO code. | Used to view gender distribution of active employees by EEO code. | HR Partner, HR Partner View Only |
| Diversity of Gender by Management Level | The report can be used for diversity analysis of gender by management level. | This report can be used for diversity analysis. | HR Partner, HR Partner View Only |
| Driver Licenses Expiring in the Next 3 Months | Displays those employees, along with Supervisory Organization and Manager information, with drivers licenses about to expire within the next three months | To identify driver licenses that are expiring so HR can follow up to update them if driver license is required by position restriction | HR Partner, HR Partner View Only, Manager |
| Earnings and 1042-S Wages by Company | Sub-report for Tax Treaty Exemption Amount for 1042-S. Returns worker's YTD 1042-S subject wages for income code 18/19/20, and total earnings by company. | Sub report for report "Tax Treaty Exemption Amount for 1042-S". | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| EDW00004 - ACAP Faculty Vacation Eligibility | This report calculates ACAP payout distributions across system members and state vs local funds. The report requires a lump sum amount and date range to be entered. | Run this report for a given individual (UIN), to calculate distributions based on the last 5 years of pay. Only used by workstations who choose to participate. | ACAP Universe |
| EDW00005 - ACAP Payout | This report calculates ACAP payout distributions across system members and state vs local funds. The report requires a lump sum amount and date range to be entered. | Run this report for a given individual (UIN), to calculate distributions based on the last 5 years of pay. Only used by workstations who choose to participate. | ACAP Universe |
| EDW00006 - Payroll Voucher Detail by Account | This report returns a listing of payroll amounts by account for a specified pay date and pay cycle. The report requires the user to specify the System Member ID (for the account) and (optionally) a fiscal year to split pay cycles that cross fiscal years. Covered amounts, employer contribution, and employee deduction amounts are split by workstation, accounting analysis code, pay category, bank, account, and pay period. | Payroll History Detail Universe | |
| EDW00007 - Payroll Voucher Detail by Employee | This report returns a detail listing of payroll amounts for a specified employee and pay cycle. Alongside position attributes, the employee deductions by pay category can be reviewed, as well as the employer amounts by pay category, accounting analysis code, bank, and account. | This report can be used to assist employees with specific payroll questions without having to keep printed record of full payroll detail reports. | Payroll History Detail Universe |
| EDW00008 - Payroll Voucher Detail by ADLOC | This report returns a listing of payroll amounts by account for a specified pay date and pay cycle. The report requires the user to specify the System Member ID (for the account) and (optionally) a fiscal year to split pay cycles that cross fiscal years. Covered amounts, employer contribution, and employee deduction amounts are split by workstation, accounting analysis code, pay category, bank, account, and pay period. | Payroll History Detail Universe | |
| EDW00016 - HCM Prep 901 by Source Mbr by FAMIS SL Org | 901 Gold Plate replacement by FAMIS organization, including PREP App Costing Overrides | ||
| EDW00028 - IPEDS HR Reporting | This report includes position, job profile, and worker attributes as-of the end-of-month October snapshot. It also includes new hire data for a specified date range. The totals and tables on this report are based on calculations per IPEDS specifications. See details here: https://it.tamus.edu/edw/documentation/ipeds-hr-report/ | This is the EDW Published IPEDS HR Report. We recommend all system members use this report to fulfill the IPEDS HR reporting requirement. Those at each system member responsible for IPEDS HR reporting should run this report early in the Spring semester each year. | HR/Payroll Universes |
| EDW00034 - Paid Employee Analysis | This report summarizes headcounts and payroll amounts by EEO Job Description, classified vs non-classified status, and pay type. There is a filter bar at the top of the screen to filter data for a specific title code, workstation, or system member (by account). | HR/Payroll Universes | |
| EDW00040 - FTE Reports | Payroll lines are included on this report based on earning codes maintained on an enterprise system level. The accounting effective date on a payroll cycle must precede the last day of the fiscal quarter to be included. Headcounts are calculated such that a UIN is counted once for each system member that paid them. If a Full-Time employee is funded by two system members, the employee will be counted once in each member as a Part-Time employee. Headcounts are determined based on the last day of the fiscal quarter. If an employee was paid in only the first 2 months of the quarter and not the third, their work hours will be present but their headcount will be 0 for the quarter. The split between appropriated and non-appropriated funds is calculated for most members by the Pay Kind on the files we receive each cycle from FAMIS. Accounting Analysis tables and PCA codes impact whether a payroll line is designated as appropriated on these reports. Employee Type is identified using a combination of faculty rank, budgeted vs wage distinction, and the administrator classification flag on the job profile. Run for a specific fiscal quarter and system member (by account). Some members pay overtime hours on earning codes that are included on this report, and should enter "1" in the "Exclude Overtime" prompt to exclude these amounts. | This is the Quarterly FTE Report to be used for reporting to the State Auditor's Office. | HR/Payroll Universes |
| EDW00065 - Earnings Register | For a specific UIN, displays employer amounts with deducts for each pay period throughout a designated fiscal pay year(s) | Payroll History Detail Universe | |
| EDW00071 - Benefit Analysis Report for SBA | For any designated Accounting Fiscal Year(s) and Month(s), displays Detail information along with Summary information by Employer Amount plus Deductions and Summary by Carrier. | Payroll History Detail Universe | |
| EDW00113 - TRS GR Report | For a designated Accounting Fiscal Year, displays the deduct amount, covered earnings, charged employer amount, and uncharged employer amount for each member and each month within the designated fiscal year. | Payroll History Detail Universe | |
| EDW00114 - LAR Schedule 5 | HR/Payroll Universes | ||
| EDW00123 - Schedule 3b | This report is generated manually by EDW via a SQL Stored Procedure, and distributed to each member via the System Office of Budget and Accounting. It includes headcounts by fund group and benefit coverage type. | This report is used for legislative appropriation reporting by the State of Texas. | |
| EDW00124 - LAR Schedule 7 | HR/Payroll Universes | ||
| EDW00129 - Payroll Fund Summary Report | For a designated Member(s), Fiscal Year(s), and Pay Date(s), displays the covered, deduct, and employer amounts for earnings and deduct pay categories in summaries by State and Local. | Payroll History Detail Universe | |
| EDW00129 - Payroll Fund Summary Report by Fiscal Month | For a designated Member, and Fiscal Month, displays the covered, deduct, and employer amounts for earnings and deduct pay categories in summaries by State and Local. | Payroll History Detail Universe | |
| EDW00130 - Cancellation Reconciliation Report | Payroll History Detail Universe | ||
| EDW00132 - SGIP Summary | Backup for GIP Fringe payment vouchers & ORP reimbursement. Reconcile to Masterpiece Fringe Totals | Payroll History Detail Universe | |
| EDW00132 - SGIP Summary by Fiscal Month | Similar to the SGIP Summary report, run for a specified Fiscal Month. | Backup for GIP Fringe payment vouchers & ORP reimbursement. Reconcile to Masterpiece Fringe Totals | Payroll History Detail Universe |
| EDW00133 - Due to Due From (Summary Only) | Shows two summary reports, one shows employer amount by state/local bank that is due to other members; the second summary report shows the employer amount due from other members. | Payroll History Detail Universe | |
| EDW00134 - ORP Vendor Summary | Displays the uncharged employer amount broken out by ORP Vendor for a given Member ID(s), Accounting Fiscal Year(s), and Accounting Month(s) | Backup for ORP Reimbursement calculations in USAS | Payroll History Detail Universe |
| EDW00135 - Due to System | Payroll History Detail Universe | ||
| EDW00136 - Due to Due From | Payroll History Detail Universe | ||
| EDW00137 - Due to Due From - Gross Pay, Longevity and FICA | Payroll History Detail Universe | ||
| EDW00138 - Due to System - Retirement and Garnishments | Payroll History Detail Universe | ||
| EDW00140 - TRS - Due to / Due From | Payroll History Detail Universe | ||
| EDW00143 - SGIP/TRS Eligibility | This report identifies employees whose work hours are approaching the threshold for SGIP and/or TRS eligibility. The SGIP eligibility tab includes employees who have worked over 50% of the possible work hours for all of the past 4 months at runtime. One tab for SGIP eligibility includes student workers, and another excludes student workers. The TRS tab includes non-student-worker employees who have worked over 50% of the possible work hours for 4 months in the current fiscal year at runtime. Only non-benefit-eligible employees are included on this report, per details on the cover page. | This report is designed to be run and reviewed once per month when the Payroll FTE data for the previous month has been successfully loaded. | HR/Payroll Universes |
| EDW00145 - Annual Census of Government Employees | Used to complete Federal Survey. Employees who run this report need to see total hours worked and total gross pay for Full-Time vs. Part-Time employees who are classified as instructional, auxiliary, and then everyone else. | HR/Payroll Universes | |
| EDW00146 - Foreign Nationals | HR/Payroll Universes | ||
| EDW00154 - USAS expected reimbursement – selected pay date | Payroll History Detail Universe | ||
| EDW00158 - Wage Utilization Percent Effort by Month | HR/Payroll Universes | ||
| EDW00161 - Title Code Salary Analysis | This report returns salary comparisons for a specified title code within and across organizations. | Employees responsible for compensation decisions can use this to assess hourly rates and salaries against the average, considering longevity and education level. | HR/Payroll Universes |
| EDW00163 - AAUP Report | HR/Payroll Universes | ||
| EDW00165 - Retirement Reconciliation - End of Month Report | Payroll History Detail Universe | ||
| EDW00167 - HCM Current Monthly Salary | HR/Payroll Universes | ||
| EDW00168 - HCM Default Costing Allocations Exception Report | HR/Payroll Universes | ||
| EDW00169 - Employee Benefits Timeline | Payroll History Detail Universe | ||
| EDW00170 - Costing Allocations Detail | HR/Payroll Universes | ||
| EDW00171 - Costing Allocations Employee Overview | HR/Payroll Universes | ||
| EDW00172 - Pay History Allowances | HR/Payroll Universes | ||
| EDW00177 - Retirement EOM Vendor Pay 01 | Payroll History Detail Universe | ||
| EDW00178 - HCM Prep Benefits by Source Member | List Position Budgeting information as detailed in the Position Budgeting Application (PBA). This report will display the information by Source Account Attributes ( MbrID and SL Account ). | PREP Budget Universe | |
| EDW00179 - HCM Prep Template by Adloc | List Position Budgeting information as detailed in the Position Budgeting Application (PBA). This report will display the information by the Position's Adloc. | PREP Budget Universe | |
| EDW00184 - Work Study Report | HR/Payroll Universes | ||
| EDW00185 - Grad Assistant Work Period Rollover | HR/Payroll Universes | ||
| EDW00186 - State Benefit Vouchers | Payroll History Detail Universe | ||
| EDW00188 - WCI Remittance Report | HR/Payroll Universes | ||
| EDW00192 - HCM Prep Compensation Review by PIN | PREP Budget Universe | ||
| EDW00194 - HCM Errors on Expired-Deleted-Frozen Accounts | HR/Payroll Universes | ||
| EDW00195 - Payroll Detail by Pay Period | Shows payroll deduct and employer amounts per pay period and pay category | Payroll History Detail Universe | |
| EDW00196 - Fiscal Year TRS Analysis | Shows TRS rate, calculated fund group, covered amount, deduct amount, employer amount, and total payments for each UIN. | Payroll History Detail Universe | |
| EDW00197 - Earning Register by Date | Returns employee's gross pay, emolument, deduction, employer benefit amount, net pay, TRS/ORP base, FICA taxable wage, FIT taxable wage. | Used by tax staff to prepare W-2. | Payroll History Detail Universe |
| EDW00198 - FICA Exempt Employees with FICA Deductions Split by Company | This report splits employee's FICA deductions and taxable wages by company. It uses the output of FICA Exempt Employees with FICA Deductions Workday report as a data source. | Workday report "FICA Exempt Employees with FICA Deductions" is used to identify employees who were exempted from Medicare/OASDI but has been deducted Medicare or OASDI taxes during current calendar year. This report is used to get the deduction and taxable wage amount split by company for those employees who were returned in the Workday report. | HR/Payroll Universes |
| EDW00206 - Employee Salary by Source | Report Employee Salary by Source - Phase 1 Budget | PREP Budget Universe | |
| EDW00207 - Employee Salary by Source - Budget Formatted by FAMIS Org | Use this report to create an excel file used to upload FAMIS Budget Module, Formatted by FAMIS Org | PREP Budget Universe | |
| EDW00210 - Encumbrance Report by Account | This report provides encumbrance transaction detail for a specified account organization. Transactions are grouped in tabs for last night's batch (transactions that occurred the previous business day), month-to-date, and fiscal-year-to-date. Transactions that are pending or have not been processed are grouped into tabs. | This report is used to schedule daily instances to processors at each system member, for encumbrance tracking and audit purposes. | Financial Universes |
| EDW00211 - Encumbrance Report by Adloc | This report provides encumbrance transaction detail for a specified account organization. Transactions are grouped in tabs for last night's batch (transactions that occurred the previous business day), month-to-date, and fiscal-year-to-date. Transactions that are pending or have not been processed are grouped into tabs. | This report is used to schedule daily instances to processors at each system member, for encumbrance tracking and audit purposes. | Financial Universes |
| EDW00212 - HCM PREP Cost Allocation Errors by Adloc | The report identifies positions in the PREP Budget Application that are budgeted on frozen, deleted, or expired accounts. It also identifies PBA positions budgeted on the default account or without any costing allocations. | Report will be used during Phase II of the budget to help customers select valid cost allocation accounts. | PREP Budget Universe |
| EDW00213 - Payroll Year End Accrual Entries | Estimate year-end accrual for last week of August BW payroll based on 1/2 of the BW2 amounts. | Payroll History Detail Universe | |
| EDW00215 - HCM Active Payroll Report | Current profile of budgeted employees by adloc and by costing organization. Provides annual budgeted salary information by employee, as well as the source annualized salary by employee, by costing allocation. A 1%, 2%, and 3% merit calculation is also available to use for estimates. | Used during phase 1 lump sum budgeting, to populate budget categories of faculty salaries, non-faculty salaries, graduate assistant salaries, and estimated merit. | PREP Budget Universe |
| EDW00217 - HCM Workday Merit Entry for Upload to PBA | This report includes the 5 data elements from Workday Merit needed to populate the salary increases in the PREP Budget Application (PBA) via a .csv upload process. Run for a specific member and export as .csv | Used by budget personnel to prepare data for the PBA during the budget process. | PREP Budget Universe |
| EDW00224 - Budget Submit Errors and Transfer warning | Error report that shows submit versions that are no longer available due to flag changes. Also includes a warning reports for transfers that do not have a matching submit version. | Budget Universe | |
| EDW00230 - HCM Actions Needed in PBA | Identifies the changes made to positions in WKDY since the PBA Snapshot. | PREP Budget Universe | |
| EDW00232 - FBAR 670 671 665 by Member Pattern | This report combines the FBAR670, FBAR671 and FBAR665 and shows detail by Member Pattern | Budget Universe | |
| EDW00233 - FBAR 670 671 665 by System Pattern | This report combines the FBAR670, FBAR671 and FBAR665 and shows detail by System Pattern and is used to build the Operating Budget Book | Budget Universe | |
| EDW00234 - FAMIS Account Attribute Review | This report includes the flags and budget patterns assigned to accounts in the current chart of accounts. Shall be run for the new Fiscal Year after the YU001 is run (Year Upload) in order to validate Budget Pattern assignment. | Budget Universe, Financial Universes | |
| EDW00235 - TBAR010 Fixed Assets Balancing | This report returns a listing of fixed assets (FFX) transactions and financial (FRS) transactions grouped by Reference fields (FRS - Ref2; FFX - Tran Ref). It is organized by Capital (8xxx) and Non-Capital (57xx) transactions. The error is indicated when the Summary of transactions in FFX does not match the Summary of transactions in FRS with an amount of difference. The report's purpose is to assist with the Fixed assets reconciliation comparison process for each system member. There are two additional sections: - A list of only nonmatching (FFX vs FRS) Transaction Summary by the reference field - Transaction Summary by Subcode | Financial Universes | |
| EDW00236 - YTD Financial Report (EOM) | The report shows available funds on GL-SL and GL-SL-SA levels combined and separately. Financials are presented at the SA Account department level. It includes: - Expense and Revenue Budget; - Expense Actuals broken by Member Categories / System Categories / AFR Expense Groups; - UFOs; - Encumbrance; - Available Balance. | Budget Universe, Financial Universes | |
| EDW00237 - Financial Transaction Details Report | This report returns a list of financial transactions recorded on the prior working day. Attributes from FAMIS Screens 23, 46 or Canopy - FRS - Account - Transactions - Transaction Details are included. The report requires the user to specify the System Member ID and fiscal year. Optional selections can used to filter data by Fiscal Month, Executive Code, Division Code, College Code, Department Code, Sub Department Code, range of Accounts (GL, SL, or Bank), Transaction Codes range, Subcode range, and Vendor ID. Input controls within the report allow users to search for a specific transaction amount. | Financial Universes | |
| EDW00238 - Transaction Search for FAMIS-USAS-ABEST reconciliation | The report allows users to search and analyze FAMIS financial transactions by TX State Strategy, Appropriation Number, Appropriation Year, LBB Code, Comptroller Code, Bank, NACUBO Function, Fund Source Type. Recommended using for USAS - ABEST reconciliation. Report by default filtered to indicate only Non-Zero Actual transactions and State-funded SL account range from 100000 through 199999 | Financial Universes | |
| EDW00239 - Open Commitments Status FBMR009 | Report of open commitments for a specified range of accounts sorted by account number or reference number. It is intended to combine FAMIS report FBMR009 and Canopy menu tab FRS - Account - Open Commitments. | Financial Universes | |
| EDW00240 - Chart of Accounts | This report generates list of FAMIS Accounts with organization codes, responsible people and several useful flags. | Financial Universes | |
| EDW00241 - Prior Day Financial Transactions | This report returns a list of financial transactions recorded on the prior working day. Attributes from FAMIS Screens 23, 46 or Canopy - FRS - Account - Transactions - Transaction Details are included. The report requires the user to specify the System Member ID. Optional selections can used to filter data by Executive Code, Division Code, College Code, Department Code, Sub Department Code, range of Accounts (GL, SL, or Bank), Transaction Codes range, Subcode range, and Vendor ID. Input controls within the report allow users to search for a specific transaction amount. | Financial Universes | |
| EDW00242 - SL-SA Account Summary | The report displays the SL-SA account summary as-of the last closed fiscal month. Subtotals are summarized by Revenue/Expenses, System or Member pattern categories, and Object Code. Values included are Revised Budget, Actuals, Encumbrance, and Balance/Available. The SL-SA Account Summary for Spreadsheet Export tab has the same information without breaks or subtotals, for streamlined data processing in Excel exports. | Financial Universes | |
| EDW00245 - Organization Overview | This report lists all supervisory organizations from Workday and the mapped adloc description and FAMIS department organization. Additional tabs include active supervisory organizations with no associated positions, supervisory organizations that do not map to FAMIS organizations, and FAMIS departments with a department head that has been terminated. | Use this report to review organizations, or research where an organization description comes from. Use this report to identify supervisory organizations or FAMIS departments that need to be updated. | HR/Payroll Universes |
| EDW00254 - Leave Balance Information | This report displays employees' LeaveTraq balances by leave type. The information is as-of December 2017 for active and terminated employees. | Use this report to verify LeaveTraq balances for employees who transfer or are re-hired. | HR/Payroll Universes |
| EDW00255 - Leave Transaction History | This report displays employees' LeaveTraq transactions and relevant details including the leave type, leave purpose, accrual/usage hours, and request status. The information is prior to December 2017 for active and terminated employees. | Use this report to reconcile prior employees' vacation accruals with their state service. | HR/Payroll Universes |
| EEO-4 Full-Time Employees | Returns counts of full-time employees by EEO job classification, grouped by Gender and Race/Ethnicity in the prompted Company. This report is intended for use in preparing the EEO-4 federal reporting requirements. The report includes employees with a specified Race/Ethnicity or Gender, faculty and staff only, with 40 scheduled hours, who work in the United States, who were active in the past 30 days. | Used for federal EEO-4 reporting. The prompt Return Results for All State Agencies includes the following state agencies: AgriLife Extension, AgriLife Research, TEES, TEEX, TAMFS, TTI, TVMDL, and TDEM. | HR Partner, HR Partner View Only |
| EEO-4 New Hires | Returns counts of new hires in the prompted date range by EEO job classification, Gender, and Race/Ethnicity. This report is intended for use in preparing the EEO-4 federal reporting requirements. The report includes employees with a specified Race/Ethnicity or Gender, faculty and staff only, with 40 scheduled hours, who work in the United States, who were active in the past 30 days, who were hired or who added an additional job, changed jobs, were promoted or transferred to another System Member in the prompted date range. | Used for federal EEO-4 reporting. The prompt Return Results for All State Agencies includes the following state agencies: AgriLife Extension, AgriLife Research, TEES, TEEX, TAMFS, TTI, TVMDL, and TDEM. | HR Partner, HR Partner View Only |
| EEO-4 Other than Full-Time Employees | Returns counts of non-full-time employees by EEO job classification, grouped by Gender and Race/Ethnicity in the prompted Company. This report is intended for use in preparing the EEO-4 federal reporting requirements. The report includes employees with a specified Race/Ethnicity or Gender, temporary/casual staff or faculty and staff with fewer than 40 scheduled hours, who work in the United States, who were active in the past 30 days. | Used for federal EEO-4 reporting. The prompt Return Results for All State Agencies includes the following state agencies: AgriLife Extension, AgriLife Research, TEES, TEEX, TAMFS, TTI, TVMDL, and TDEM. | HR Partner, HR Partner View Only |
| EIB for Summer Benefit Deductions | An integrations report showing an employees' benefits elections information for employees on less than 12 month annual work period. | The report is used to assist with process of pulling 4 months of premiums in May. Run the report in April to identify employees who may not be able to cover their premiums in their May paycheck(s). Run it again in May for payroll to take the additional deductions. | Payroll Partner, Payroll View Only, System Benefit Support |
| Employee Academic Pay Settings by Organization | This report provides a listing of employees by organization including all their positions' academic pay settings, compensation plan assignments, annual base pay amounts, and pay group assignments with pay frequency. | Used to find position academic pay settings, compensation plan assignments, pay group assignments with pay frequency, and related details. | Budget Partner, Business Executive View Only, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Merit Partner, Payroll Partner, Payroll View Only, Research Partner, System Benefit Support, Timekeeper |
| Employee Academic Pay Settings by Organization – Base Pay | This report provides a listing of employees by organization including all their positions' academic pay settings, base pay assignments, annual base pay amounts, and pay group assignments with pay frequency. | Used to find position academic pay settings, compensation plan assignments, annual base pay amounts, and pay group assignments with pay frequency. | Budget Partner, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Merit Partner, Payroll Partner, Payroll View Only, Research Partner, System Benefit Support, Timekeeper |
| Employee All Jobs and Direct Report Manager | The report returns supervisory organization, superior organization, and manager information of all positions for active workers in prompted organizations. | The report returns information about an employee and their direct managers. Used to identify where employees may not be aligned with the appropriate direct managers. Also used after Merit is finalized with the Effective Date of the merit to validate Lump Sum Amounts that were entered during Merit Process. | HR Contact, HR Partner, HR Partner View Only, Manager, Time Tracking View Only, Timekeeper |
| Employee and Manager Hierarchy Email Notification | Returns details about workers and their managers, including their email addresses. | Used by HR personnel to view title and email data for employees and their managers. | HR Partner, HR Partner View Only |
| Employee Birthdates | Returns workers' month and day birthdates in the prompted Organizations. | Used by Managers, HR Partners and HR Contacts to see workers' month and day birthdates for planning celebrations. This report can also be used to identify which workers did not complete onboarding. | HR Contact, HR Partner, Manager |
| Employee Citizenship and Visa Status | Returns citizenship, nationality and visa status for employees in the prompted organization to ensure there are not missing visas or work authorizations. | This report is used to find employees with expired visas and/or work authorizations. Depending on report output, personnel may need to obtain updated documents from employees. | Benefits Partner, Benefits View Only, HR Partner, HR Partner View Only, I-9 Partner, I-9 Processor, Payroll Partner, Payroll View Only, System Benefit Support, Tax Compliance Partner |
| Employee Compensation Details by Job Profile | View hourly and salary compensation for employees assigned to positions in selected job profiles as of a specified date. Enables you to track worker compensation assignments and detail by job profile. | Used to track worker compensation assignments and detail by job profile. Details include total salary and allowances, total base pay, on-target earnings, compensation grade and grade profile, compensation range, and details of assigned compensation plans. As a related action on the worker, you can request compensation changes. | Compensation Partner, Compensation View Only, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Merit Partner, Research Partner, Sponsored Research Services View Only, Workers' Compensation Partner, Workers' Compensation View Only |
| Employee Goals by Organization | Returns employees who have active goals, their goals, and associated details by goal creation date. | Used by Talent personnel to determine which employees have active goals listed and view these employees' goal details such as goal status, creation date, due date, completion date, associated reviews, etc. | Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Employee Goals Pending Approval | Returns workers who have submitted goals and are awaiting manager approval. | Used by Talent personnel to track which employees' goals have been submitted but not approved by their managers. Need to approve goals so goals are ready for review on the evaluation. | Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Employee Letters for Summer Deductions | This report will identify employees who should receive a letter (notice) about the fact that they will be deducted for their summer insurance premiums in their May pay (June 1 paycheck). | Report used by Benefit Partner to determine those subject to 4 months of insurance premium deduction in May. Benefit partner run it during April to determine which employees will be working over the summer, which employees will be billed because they do not have enough to pay their benefits, which employees will be terminated in May, and set the Exclude from Summer Benefit Deductions other ID accordingly. Workday Operations will run it again to get the raw data for the mail merge for the summer premium letters. | Benefits Partner, Benefits View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Employee Non Benefit-Related Additional Data Answers | Returns employees' privacy flag, direct deposit declaration, and state military preference. | Used to see employees' answers to non benefit-related questions regarding privacy, direct deposit declaration, and state military preference. Can be used to monitor appropriate responses and verify compliance. | HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Employee Non-U.S. Person Employment Status | Returns citizenship, nationality, and visa types for employees who are not U.S. citizens. | Used by HR personnel and Export Control Partners to view non-U.S. citizens' citizenship status, nationality, current visa types, and alien work authorization expiration dates. | Export Control Partner, HR Contact, HR Partner |
| Employee Non-U.S. Person with Add Job or Change Job Actions | Returns employees with non-immigrant citizenship status who added an additional job or changed jobs in the prompted date range. | Export Control Partner, HR Contact, HR Partner, Manager | |
| Employee Non-U.S. Person Worker Position Costing Allocations | Returns non-U.S. citizen employees and their current worker position costing allocation details. | Used by Export Control Partners to view current worker position costing allocation details including accounts used, costing worktags, and costing allocation start and end dates for non-U.S. citizen employees. | Export Control Partner, HR Contact, HR Partner, Manager |
| Employee Position Description | Returns position descriptions for positions in specified organization(s), job profile(s), or worker(s). | Used by Talent and HR Partners to get detailed position description(s) in a specified organization, job profile, or employee. It can be used specifically for the annual employee evaluation process during a one-on-one meeting between employee and manager. It can also be used to compare job descriptions in the same job profile across organizations. | Compensation Partner, Compensation View Only, HR Contact, HR Partner, HR Partner View Only, Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Employee Position Last Payment Date | Returns filled positions and their associated last payment details, such as payment period, gross pay, etc. | Used to return positions with employees in them that may need to be terminated based on the prompted number of days since the last payment date. | HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Employee Public Access Choice | Returns current and former employees' public access choice. | Used by member HR offices to review employees who manually changed their Public Access Choice from the default value (Do Not Allow Access) to Allow Public Access and provide guidance to employees of the state-entitled protection afforded in open records requests. | Benefits Partner, Benefits View Only, General Counsel Partner, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Retiree Partner, System Benefit Support, Tax Compliance Partner |
| Employee Service Dates | Returns employment dates and service time for active employees in prompted organization. | Used to audit or research if corrections are needed to employee data. | Absence Partner, Absence View Only, HR Contact, HR Partner, HR Partner View Only |
| Employee Veteran Status | Returns employees' veteran status in specified organization. | Used by each members for internal analysis of veteran status. | HR Partner, HR Partner View Only |
| Employee W-2 Print Election | Report returns W-2 print election for employees with earnings within a specified pay date range and company. | Used by staff to identify those employees still receiving paper W-2s so they can be asked to elect electronic W-2 copies. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Employee Wellness Data | Returns benefit wellness data for employees. Participation flag will be set to N via EIB for employees participating in wellness for the current plan year but missing updated records for the next plan year. | The main usage of this report is for SBA to annually update Wellness flag to N via EIB for employees who participate in wellness for the current plan year but haven't sent in updated exam files for the next plan year. SBA need to run the report, filter for employees with column "Participates in Benefits Wellness Program" = Yes and column "Participation Date as of Next Plan Year of Effective Date" is less than the first day of next plan year. The report will also be used by Benefit admin/SBA to research employee's wellness participation status. | System Benefit Support |
| Employee with Role Assignments | Returns workers who were assigned with a specified security role(s). | Used to facilitate a monthly reporting requirement that training administrator have, to get a list of employees who has the selected assigned roles in the specified company. | Security Partner, System Benefit Support |
| Employee Work Contact Address Information | Returns employees' work addresses and usages. | Used to view workers' work contact information, flexible work arrangements, and address usages. | Department Head, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Payroll Partner, Payroll View Only, Research Partner, Student Employment Partner View Only, Tax Compliance Partner |
| Employee Working for Multiple Companies | Report displays individuals (by Employee ID) working for multiple Companies. | Used to identify employees who may be applicable to System Regulation 33.99.06 Administration of Multiple Employment. | HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Employees and Retirees with Dependent Grandchildren | Returns all employees and retirees who have dependent grandchildren enrolled in benefits, along with dependent information and benefit plans. | Used by Benefit Partners to reach out to employees to re-certify their dependent grandchildren. | Benefits Partner, Benefits View Only, System Benefit Support |
| Employees Awarded Emeritus Status | Returns employees with Emeritus Award in the prompted company. | Use the report to review Emeritus status for faculty and staff, and to audit the business title, dates, issuer and related position on the award. | Faculty Partner, HR Partner, HR Partner View Only, Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Employees Becoming Benefit Eligible | Returns employees with a Hire or Change Job event into a benefit eligible position in the specified organization. | The report can be used to track events that caused employees to become benefit eligible. This report can help the Benefits Office to find out newly benefit eligible employees who began insurance before their state contribution date and get the employer premium reimbursed. | Benefits Partner, Benefits View Only, System Benefit Support |
| Employees by State | Returns employees living outside of Texas or in specified states for potential State Income Tax withholdings. | Used to identify any employees living outside of state to determine any potential State Income Tax implications. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Employees Declaring Fund Transfer Outside US | Returns list of individuals who have indicated to transfer all funds outside of the US. | State guidelines require us to disallow direct deposit for individuals who answered 'Yes' to transferring funds outside of US. This report helps to identify those individuals. | HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Employees Eligible for SORP | Returns employees prior to becoming eligible for Supplemental Optional Retirement Program (SORP) and returns the number of months remaining until eligibility is achieved. | Run by SBA to identify employee who reached their ORP contribution limit and need to move to SORP. | System Benefit Support |
| Employees Forfeiting Vacation | Returns workers who will forfeit vacation hours if not taken before the effective date. | Used as a notification to employees who will forfeit vacation leave if it is not used by September 1 of the following fiscal year. The notification will be sent out in May, June, July, and August of each year. | Absence Partner, Absence View Only, Time Tracking View Only |
| Employees in Multiple Positions with FLSA Overtime | Returns employees in multiple positions who earned FLSA overtime for a specified pay period. | Used to identify employees who may be applicable to System Regulation 33.99.06 Administration of Multiple Employment. Regulation states that nonexempt employees that work in two or more system positions are combined for overtime purposes. | Payroll Partner, Payroll View Only |
| Employees Missing an SGIP Date Driver | Returns benefit eligible employees that are missing an SGIP date driver. | Used by Benefit Partners to add SGIP date drivers for employees who don't have one. | Benefits View Only, System Benefit Support, Benefits Partner |
| Employees missing UIN | Returns list of employees who have yet to have a valid UIN or Employee ID assigned to their WD account. | To monitor employee without a UIN. Employees must have a UIN before their payroll can be processed. FAMIS requires a UIN. | HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, UIN Partner, UIN View Only |
| Employees No Longer Eligible for TRS | As of a specified Effective Date, lists workers who are no longer eligible for TRS. Report shows if TRS is being deducted from another institution or not along with the worker's TRS Coverage Begin Date. | Run it in September to annually check those below 50% who had continued for the remainder of the year in the Teacher Retirement System. They should be unenrolled in TRS. | Benefits Partner, Benefits View Only, System Benefit Support, Tax Compliance Partner |
| Employees Receiving County Funding or County Funding CSRS | Returns a list of employees receiving county funding or county funding Civil Service Retirement Service (CSRS). | The users runs the report in December to correct taxable wage for these employee. | Payroll Partner, Payroll View Only |
| Employees Retirees and Spouses Turning 65 in Date Range | This report returns DOB and medical plan data if employee or spouse is turning 65 in the prompted date range. | These employees, retirees & spouses get an email alert letting them know that they should sign up for Medicare & that they may be able to enroll in the 65+ Medical Plan. However some System member Benefits Partners would like to be able to reach out to these individuals and make sure they are aware of these options. | Benefits Partner, Benefits View Only, System Benefit Support |
| Employees Skipped ORP Onboarding Question | Returns active employees who didn't answer the on-boarding question: "Were you enrolled in ORP at your last place of Texas State employment before transferring to the Texas A&M System (and not enrolled in TRS in-between)?" | The report will return active employees who didn't answer the on-boarding question: "Were you enrolled in ORP at your last place of Texas State employment before transferring to the Texas A&M System (and not enrolled in TRS in-between)?". This question was previously optional but is now required to be answered. These people need to be contacted so they can answer the question. | Benefits Partner, Benefits View Only, System Benefit Support |
| Employees Who Need Position Description Updates | Returns a report of the manager acknowledgements from the performance review process where it indicates a position description needs updating. | This report allows Talent Analysts to identify employees who need position description updates. Talent Analysts use the task Edit Position Restrictions to update the job description or responsibilities as needed. | Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Employees with Additional Jobs | Returns the primary and additional job of workers, displaying name, UIN, position ID, position title, FTE%, Annual work period, supervisory organization, compensation plan (hourly or salary). | Used to identify employees who may be applicable to System Regulation 33.99.06 Administration of Multiple Employment | Compensation Partner, Compensation View Only, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Employees with Annual Work Period Ending May 31 through August 31 | Returns employees within prompted organizations who have positions with Annual Work Period ending May 31 through August 31. | This report is used to remind departmental processors of who may need to be terminated. It will show all employees within prompted organizations who have positions with Annual Work Period ending May 31 through August 31. Does not include employees with 12 month Annual Work Periods. | Compensation Partner, Compensation View Only, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Employees with Duplicate Government IDs | This report will display employees' government IDs if they have any types of duplicate IDs. | Used to determine which employees have multiple custom IDs of the same type and whether these IDs have expired. | Benefits Partner, Benefits View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Employees with Employment End Date | Returns employees with an Employment End Date on their positions. | Used to identify those employees who may need to be terminated. | HR Contact, HR Partner, HR Partner View Only, Manager |
| Employees with Export Control Review | Returns current and former employees with export control reviews, and details about the reviews. | Used by HR personnel and Export Control Partners to review which workers have had an export control review, when it was completed, and any comments associated with it. | Export Control Partner, HR Contact, HR Partner |
| Employees with Flexible Work Arrangement | Returns flexible work arrangement details for employees in the prompted organizations. | Used to view details of active and expired flexible work arrangements. | HR Contact, HR Partner, HR Partner View Only, Manager, Time Tracking View Only, Timekeeper |
| Employees with Increases in Compensation Review Process | Returns employees who have had a merit increase, additional adjustment, or a promotion for the prompted Compensation Review Process. | Used to generate notifications to instruct employees who have received merit increases or equity increases to view their Compensation Review Statement. | Merit Partner |
| Employees with no tax/no wage flag or Form 673 | This report will display all active employees with one of the following criteria: No Wage/No Tax Flag, or IRS Form 673. Report can be run for all employees or by company. | This report will monitor employees that have the "No Tax No Wage" flag checked. This flag will be used for "XN" (Exempt National) to prevent taxes from being deducted, reported or remitted along with taxable wages. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Employees with Temp SSN or Without SSN | This report lists employees who have a temporary or missing Social Security Number in Workday. | Used prior to W2 creation to catch employees who will not receive a W2 due to a lack of permanent SSN. | HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Employees with Work Authorization Documents Expiring | Returns active employees whose work authorization documents expire 30, 60, or 90 days from the report effective date. | Used by HR personnel to find and contact employees who may need to provide evidence of renewed work authorization documents. | I-9 Processor, I-9 Partner |
| Employees with Zero Pay and Active Benefit | This report is used to identify employees who have active benefit elections but aren't being paid and don't have a coverage stop date. | Used to keep track of employees who received benefits but no pay for a pay period so that Benefit Partners can retroactively terminate benefits. | Benefits Partner, Payroll Partner, Payroll View Only, System Benefit Support |
| Employment Changes for County Agent Funding | Identifies workers with employment changes for the County Agent Funding Allowance Plan | The report is for the county funded AgriLife Extension agents to audit their recent BP transactions. | Compensation Partner, Compensation View Only, HR Contact, HR Partner, HR Partner View Only |
| Employment Demographics | View worker demographic details, such as age, gender, ethnicity, religion, and marital status, by organization. | Faculty Partner, HR Contact, HR Partner, Research Partner | |
| Events Impacting Billing | Returns completed events that may change billing participation or change premiums for those one billing. | Use to identify individuals who may need to come on/off of billing and event details to research premium changes on invoices. | Benefits Partner, Benefits View Only, System Benefit Support |
| Evergreen Job Posting Aging | View the number of active job postings associated with evergreen job requisition that have been posted for age bands based on the difference between the current date and job posting start date. | Similar to "Job Posting Aging" report but it only provides information for job posted for evergreen job requisitions. The report is used as a Worklet on recruiting dashboard job posting tab. | Recruiting Partner, Recruiting Partner View Only |
| Evergreen Job Requisition Aging | View the number of evergreen job requisitions that have been open for age bands based on the difference between the current date and recruiting start date. | Similar to "Job Requisition Aging" report but it only provides information for evergreen job requisitions. The report is used as a Worklet on recruiting dashboard job requisition tab. | Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only |
| Exit Survey Responses | Returns exit survey details including the questionnaire questions and answers in specified organizations. | Used by HR Partners to analyze the questionnaire answers per each question. | HR Partner |
| Expiring Exempt Tax Elections | Displays list of active employees who do not have a VISA code of XN whose exempt tax elections are about to expire | This report is a copy of the Standard Report "Expiring Exempt Tax Elections. This report runs for active employees only, who do not have a VISA code of XN. Employee email address is included. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Family Pool Balance | Returns family pool donations, usages, and balances in the prompted organizations. | Used to view the total hours donated, hours granted, and balances regarding both taxable and non-taxable family pools in each company. | Absence Partner, Absence View Only, HR Partner, HR Partner View Only |
| Federal Tax Election for Non-Residents | Returns non-residents' federal tax withholding statuses in the prompted Companies. | Used to obtain a list of employees taxed as non-resident aliens (NRA's). | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| FEGLI BAR (Benefit Annual Rate) Updates | Identifies compensation changes for people who currently participate in the Federal Civil Service life insurance plans. | The report is used by Benefits Partner to identify compensation changes for people who currently participate in the Federal Civil Service life insurance plans. When there are compensation changes during the prompt dates, Benefits Partner can update the Fegli Benefit Annual Rate. | Benefits Partner, System Benefit Support |
| FICA Exempt Employees with FICA Deductions | Report returns both active and terminated workers who were FICA Medicare or OASDI exempted with their year-to-date FICA tax deduction amounts. | Payroll people will use the report to clean up any Exempt employees with a FICA balance. Report displays all active and terminated workers with FICA Medicare and FICA OASDI Exemptions along with their year-to-date tax deduction amounts. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Find Dependent | Returns dependent details and the employee associated with the dependent. | Used to look up dependents to find out which employee they are belong to. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Find Job Profile | View a list of all active job profiles. Refine the list using facets, such as Job Family, Job Level, Management Level, and more. Drill for detail information including management level and classifications, qualifications, and compensation. | Use report to search for job profiles with facets then view details for the job profile. | Benefits Partner, Budget Partner, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, Manager, Recruiting Partner, Recruiting Partner View Only, Research Partner, Sponsored Research Services, Sponsored Research Services View Only, System Benefit Support, Timekeeper, Workers' Compensation Partner, Employee As Self |
| Find Jobs - Internal Career Site | This search report retrieves a list of approved internal job postings as part of an employee self service career search. | View a list of approved internal job postings as part of an employee self service career search. Use facets to refine the list. | |
| Find Workers | Returns Workers and allows the user to filter on a variety of parameters, such as age, employee type, location, etc. | Used by personnel to search for workers using specific criteria included in the facet filters. | Compensation Partner, Compensation View Only, Department Head, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Research Partner, Student Employment Partner View Only, Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only, Workers' Compensation Partner |
| FMLA and EFMLA | Returns both FMLA Leave of Absence and time off along with EFMLA time off. | Used to view workers' FMLA and EFMLA (Emergency FMLA) details. If FMLA was double recorded on both leave of absence and time off, absence partner need to correct one of the other to avoid double counting. | Absence Partner, Absence View Only, HR Partner, HR Partner View Only, Time Tracking View Only |
| Form I-9 Process Status | Provides a count of form I-9 business processes in various statuses | HR Contact, HR Partner, I-9 Partner, I-9 Processor | |
| Former Employee Verification Records | Report used to show all terminated worker information in accordance with State records retention schedule 3.3.011 | Used to report detail information about terminated workers in accordance with State records retention schedule 3.3.011, Former Employee Verification Records. | HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Future Terminations with Completed Pay Calculations | Returns workers whose termination date is equal to or greater than prompted date, and has a completed payroll result in prompted company and payment date range. | Before entering Retro transactions, use this report to identify any workers with a future-dated termination and their associated completed pay periods that will require a workaround in order to process the Retro. The workaround is to wait until the worker’s termination date is passed before processing a Retro on any of the included pay periods. | Benefits Partner, Benefits View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Goal Setting Performance Review Process | Reports the status of Employee's Goal Setting Performance Review Event | The report returns employee goal setting performance review data within a date range in the specified companies for a specified status. Used by Talent to find Goal Setting events not yet completed. | Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Goals by Status | Returns counts of active goals grouped by status in the prompted Organizations. | Used by Talent personnel to view goals' statuses and details such as goal descriptions, due date, completion date, etc. | Talent Analyst, Talent Partner |
| Goals Needing Action | Returns goals that require Worker and/or Manager review in the prompted Organizations. | Used by Talent personnel to view goals that have no due date, are overdue, have a mismatched status, or are not archived. | Talent Analyst, Talent Partner |
| Grad Fellows Losing Employment | This report identifies those working graduate fellows who terminated in the past week. | This report should capture grad fellows losing employment and will be run by the benefits partner who will then continue any grad fellow eligible benefits and report to P-A for billing. | Benefits Partner, Benefits View Only, System Benefit Support |
| Headcount by Month | Returns the ending headcount by month (total active employees as of the last day of each month). | Can be used to return headcount for each month. Refer to the report to get the headcount used in turnover rate calculation. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Hires for Department Heads | Returns hiring events for a Department Head's Supervisory Organizations within a specified time frame. | Allows Department Heads to view the new hires for their supported Supervisory Organizations and subordinates for a specified time period. | Department Head |
| Hiring Matrix | Returns job candidate information for a job requisition. | Used to compare candidates for a position by listing candidates' initial questionnaire answers and displaying attachment links. | Manager, Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only |
| Holiday Calendar Assignment | This report identifies which holiday calendar employees are assigned. It also notes if an ID has been assigned to an employee to override the automatic holiday calendar assignment. | The Holiday Calendar ID is utilized by AgriLife to distinguish calendar assignment for employees working in counties across Texas. | Absence Partner, Absence View Only, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Time Tracking View Only, Timekeeper |
| ID Information | Allows you to view a person's ID information, including national IDs, additional government IDs, passports, visas, licenses, and other forms of identification. | Absence Partner, Benefits Partner, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, I-9 Partner, I-9 Processor, Immigration Services for Faculty & Scholars (ISFS) View Only, Payroll Partner, Payroll View Only, Research Partner, Retiree Partner, System Benefit Support, Tax Compliance Partner, Timekeeper, UIN Partner, Workers' Compensation Partner | |
| In Progress Business Processes Impacting Merit | Returns in progress business processes that could impact merit including Add Additional Job, Change Job, Transfer/promote/demote Employee, Request Compensation Change, Termination and End Additional Job. | Run the report before Merit is initiated or during Merit process to find employees who have in progress job change or compensation change BPs. These employees will not be able to get Merit until those in progress BPs are finalized. | Compensation Partner, Compensation View Only, HR Contact, HR Partner, HR Partner View Only, Merit Partner |
| In Progress Merit Review Process - Full Audit | Returns employee merit adjustment data for In Progress compensation reviews. Used by Merit Partner/Managers to keep track of recommendations entered and submitted when the Merit Process is in progress. | Used by Merit Partner/Managers to keep track of recommendations entered and submitted when the Merit Process is in progress. | Manager, Merit Partner |
| In Progress Merit Review Process - Most Recent | Returns most recent employee merit adjustment data for In Progress compensation reviews. | Used by Merit Partner/Managers to keep track of the most recent recommendations entered and submitted when the Merit Process is in progress. | Manager, Merit Partner |
| In Progress Payment Elections Requiring Submit TAMUS | Returns employees with pending payment elections. | Used by payroll staff to see which employees have In Progress payment elections that still need to be processed | Payroll Partner, Payroll View Only |
| In Progress Performance Reviews | Returns in progress performance reviews, the awaiting person(s), and the workflow steps in progress for the prompted Organizations. | Used by Talent personnel to view employee reviews in progress. | Talent Analyst, Talent Partner |
| Inbound/Outbound History | Returns completed hire and termination events, along with job change events to a different company on the Worker's Profile page. | Used to view a worker's completed hire and termination events, and/or job change events to a different company. This report provides better view for worker's employment history than "Worker History -> Staffing category" page since it only returns limited BP types. The report can also be used by members to assist with calculating service time (since Workday go live) based on each member’s business needs. | HR Contact, HR Partner, HR Partner View Only |
| Individuals Receiving Paper 1095-C Form | Returns a list of individuals who opted to receive paper for 1095-C documents. | Report is used to identify individuals receiving a paper copy of the 1095-C form so they can be contacted and asked to switch to electronic submission to save paper. | Benefits Partner, System Benefit Support |
| Internal Compensation Benchmark for Job Profile(s) | Returns compensation benchmark data for Job Profile(s) by Total Base Pay. | Used to view compensation benchmark data for Job Profile(s) by Total Base Pay. | Compensation Partner, Compensation View Only, HR Partner, HR Partner View Only |
| Invalid Phone Number Report - TAMUS | Show invalid phone number for employees in prompted organizations. | Used by HR partner and HR contact to audit any invalid phone numbers in the organizations that they support. | HR Contact, HR Partner, HR Partner View Only |
| Job Catalog | Returns job profiles and their associated job families, job classifications, management level, and compensation range data. | Used by HR and compensation personnel to view all job profiles and associated details about them including pay ranges, job classifications, exemption status, management level, etc. | Business Executive View Only, Compensation Partner, Compensation View Only, HR Contact, HR Partner, HR Partner View Only, Manager |
| Job Classifications on Job Profile and Position | Returns job classifications on job profile and/or on position if position override exists for specified job classification. | The Job Classification on Job Profile is the standard, System-wide decision on what value should be assigned to any employee with that Job Profile. Sometimes the standard job classifications will be overridden by changing the Job Classification on the Position. This report is going to help the System Member to decide if that override is appropriate. | Compensation Partner, Compensation View Only, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Recruiting Partner, Recruiting Partner View Only, Tax Compliance Partner |
| Job Family | View detailed information about a specific job family, including the job family group to which it belongs and the job profiles it is associated with. | Benefits Partner, Budget Partner, Compensation Partner, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, Manager, Recruiting Partner, Recruiting Partner View Only, Research Partner, Sponsored Research Services, System Benefit Support, Workers' Compensation Partner | |
| Job Posting Aging | View the number of active job postings that have been posted for age bands based on the difference between the current date and job posting start date. | The report is used as a Worklet on recruiting dashboard job posting tab. It provides visualization how long a job has been posted. It will help recruiting team to analyze if a job needs to be unposted, or follow up with jobs that were posted for a very long time. The detail report users can get from the "View Details" provides useful information for active job postings. | Recruiting Partner, Recruiting Partner View Only |
| Job Requisition Aging | View the number of job requisitions that have been open for age bands based on the difference between the current date and recruiting start date. | The report is used as a worklet on the recruiting dashboard job requisition tab. It provides a visualization of how long a job requisition has been open. The detail report provides useful information for all open job requisitions. | Business Executive View Only, Department Head, Executive Approver, Faculty Partner, HR Contact, HR Partner, Manager, Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only, Research Partner |
| Job Requisition Posting Status | Returns counts of job requisitions in the category of job requisition with active job posting, job requisition with expired job posting, or job requisition with no job posting. | The report is used as a Worklet on recruiting dashboard job requisition tab. It shows the overall posting status for all open and frozen job requisitions. | Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only |
| Job Unposting Soon | Return number of active job postings that will be unposted in the next 14 days. | This report can be used as a reminder to recruiting team if a job needs to be posted again in the next few days. The report is used as a Worklet on recruiting dashboard job posting tab. | Recruiting Partner, Recruiting Partner View Only |
| Late for Ready to Retire | Based on the Ready to Retire other ID, this report lists employees whose expected retirement date has passed but do not have a termination event started. | Find employees who need to have a termination event started for their retirement process. | Benefits Partner, Benefits View Only, System Benefit Support |
| Late Staffing Events | Returns late staffing events that may impact the 60-day window for benefit enrollment. | Benefit Partners can use the report to correct benefit event dates when the event is triggered by a passive event but the staffing action was effective in the past. | Benefits Partner, Benefits View Only, System Benefit Support |
| Leave Results for Worker | View detailed leave results for a worker as of a specified date. Information for each leave type taken within the applicable balance period (based on the as of date) is included. Details included are leave type, calendar period for the leave type (based on the as of date specified), days taken within that leave calendar period, remaining balance for the calendar period, and details of each individual leave request that includes days within the calendar period. In progress as well as completed events are included. | This report identifies how much leave an employee has utilized and how much they have remaining for those that carry and entitlement. (Family and Medical Leave Act or FMLA) | Absence Partner, Absence View Only, Benefits Partner, Compensation Partner, Compensation View Only, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Payroll View Only, Sponsored Research Services View Only, System Benefit Support, Timekeeper, Workers' Compensation Partner, Employee As Self |
| Legislative Workforce Summary | This is a report of demographics, turnover, and compensation data to be reported to the state legislature by each member. It is produced bi-annually by the Enterprise Data Warehouse team and delivered to the members via File Depot. | Access to File Depot Folder | |
| Length of State Service | The report is used to see length of state service for active employees within an organization. | The report is used to determine active employee's length of state service (longevity, hazard, retirement) and BCD Service (where applicable) within the prompted organization. | Absence Partner, Absence View Only, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Location Directory | Returns the Location directory including the public phone numbers, primary addresses, county name, county code and Location attributes. | Report can be run by Location or Company and will return the Location Directory, including the county name and county code. | Absence Partner, Benefits Partner, Benefits View Only, Budget Partner, Business Executive View Only, Compensation Partner, Department Head, General Counsel Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, I-9 Processor, Manager, Organization Partner, Payroll Partner, Payroll View Only, Recruiting Partner, Research Partner, Retiree Partner, Security Partner, System Benefit Support, Tax Compliance Partner, Talent Analyst, Talent Partner, Talent Partner View Only, Timekeeper, UIN Partner, UIN View Only, Workers' Compensation Partner, Workers' Compensation View Only |
| Longevity Overpayment Due to Unpaid Time Off | Returns employees who received or will receive longevity pay but were in Unpaid Time Off status on the first working day of the month. | Used by Payroll office to audit longevity payments. | Payroll Partner, Payroll View Only |
| Losing ORP Eligibility | Returns individuals losing ORP eligibility within the prompted date range due to job changes. | Used by benefits to identify those employees losing ORP eligibility to ensure these employees transition to TRS. | Benefits Partner, Benefits View Only, System Benefit Support |
| Manage Job Requisitions | View job requisitions details including job requisition status, days open, location, job profile, recruiting start date, close date, candidates etc. | The report can be used to view details for all job requisitions that users support. | Manager, Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only |
| Manager's Job Requisitions | Return details for job requisitions that current user is the hiring manager for, including job requisition status, days open, location, job profile, recruiting start date, close date, candidates etc. | Used as a worklet on recruiting dashboard job requisition tab. It can be used for managers to easily navigate job requisitions they manage. | Manager |
| Medical Plan Discrepancies | Return active or retired employees with medical plan discrepancies. | Used to identify employees that are ineligible for the medical plans they are currently enrolled in. If these employees' Open Enrollment events are finalized without them taking action, their medical coverage will be dropped. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Milestone Analysis for Hire | Returns average days between each milestone step for Hire business processes in specified companies. | Used to view the average number of days between major steps in the hire business process. | |
| Milestone Analysis for Onboarding | Returns average days between each milestone step for Onboarding business processes in specified companies. | Used for business process milestone analysis to know the average days between each milestone step. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Milestone Analysis for Request Compensation Change | Returns average days between each milestone step for Request Compensation Change business processes in specified companies. | Used to view the average number of days between major steps in the request compensation change business process. | |
| Milestone Analysis for Termination | Returns average days between each milestone step for Termination business processes in specified companies. | Used to view the average number of days between major steps in the termination business process. | |
| Missing Marital Status in State Withholding Election | Returns employees who missed completing the marital status in state withholding election. The marital status is required in state withholding election for certain tax authorities. | Run this report to get employees who missed completing marital status for state withholding elections if the marital status is required. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Missing Pay Group or Payment Election | Returns positions with no pay group causing the worker to not get paid and workers with no current payroll payment election causing a manual check to be produced. | Audit report used to identify positions with no Pay Group and workers with no payroll payment election. | Payroll Partner, Payroll View Only |
| Monthly Payroll Review | Returns payroll results and details for monthly employees in the prompted Company and Periods with the prompted Payroll Calculation Status. | Used by payroll personnel to review payroll results and details for monthly employees. | HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| MSO Discrepancy Report | Returns job profiles that either have mismatched job level and job classification MSO codes, or that do not have a job classification MSO code. | Used by personnel to view job profiles that do not have the correct MSO code position override value. | |
| My Direct Reports Staffing History | View information related to all the staffing processes for your direct reports | Department Head, Executive Approver, HR Contact, HR Partner, Immigration Services for Faculty & Scholars (ISFS) View Only, Manager, Research Partner, Sponsored Research Services | |
| My Goals Due Dates | Returns the due dates of your goals that are not started or in progress. | Used by Workers to see any of their in progress goals or goals that haven't been started along with their due dates. | Employee As Self |
| My Job Applications | Returns all job postings for which the executor of the report submitted an application. | Used by the Employee to see what job applications they've submitted and the stage the application is in. | Employee As Self |
| My Recruiting Jobs | Returns a list of job requisitions, the number of active candidates and detailed information about the job requisition. | Manager, Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only | |
| My Save For Summer Balance | Returns the current Save For Summer ( S4S ) Balance for an employee. | Used by the Employee to see what (if any) Save For Summer balance they may have. | Employee As Self |
| My Team's Most Recent Performance Review Ratings | Returns the most recent performance review summary for my direct reports. | Used by managers to review the most recent performance review ratings and details for their direct reports. | Manager |
| My Team's Performance Reviews | Provides a list of performance reviews for employees on your team | Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Sponsored Research Services, Talent Analyst, Talent Partner, Talent Partner View Only, Workers' Compensation Partner | |
| My Team's Upcoming Time Off (Direct Reports Only) | Displays workers in your supervisory organization with approved time off in the next 7 days. Does not include workers on Leave of Absence or unapproved time off. | Used by Supervisors to see who on their team has been approved for time off in the next 7 days. | Absence Partner, Absence View Only, Department Head, Manager |
| Name Changes | Return workers who have a name change event that changed prefix, first name, middle name, last name or suffix during a specified completion date range. | This report can be used to track employees' name changes. | Benefits Partner, Benefits View Only, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, IT Partner, Immigration Services for Faculty & Scholars (ISFS) View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Name Changes for F-1 and J-1 Visa Students | Displays student employees on a F-1 or J-1 Visa who have undergone a legal name change or a preferred name change event during a specified completion date range. | Used by the ISS members to identify if a foreign national has changed their legal name, which then impacts the payroll tax information in Glacier and other federal immigration data. | HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Student Employment Partner View Only, Tax Compliance Partner |
| Name Format May Not Match SSA | This report will display workers whose first name is blank, some version of FNU, or "A" | The report is used by HR/Payroll staff to identify any workers with first name that does not match their Social Security Admin record. | HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Tax Compliance Partner |
| New Employees Event Status Summary | Returns event details for new employees so that HR can track the hire or transfer progress. | The HR office will use this report to track new employee's staffing events (including hire, change job, transfer, promote/demote). This will allow the HR office to track progress and move the hiring process forward in an efficient way. | Benefits Partner, Benefits View Only, HR Contact, HR Partner, HR Partner View Only |
| New Hire/Promotion/Transfer Within 6 Months | Returns hires, promotions, transfers, and add additional job business processes in the prompted company and date range. | Used to view new hires and additional information based on hire date. The report can be run for a given date range, by organization and its subordinates. | Compensation Partner, Compensation View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Tax Compliance Partner |
| New Hires Not in 12/9 Pilot Program | Returns workers hired on 9/1 who should be in the Monthly 12/9 Non-SGIP benefit group but are not. | Used by Benefits personnel in the summer months to look at upcoming future hires to see if they have been incorrectly placed in the Monthly NonSGIP and Monthly Non-SGIP for 9/1 Hires benefit groups. | Benefits Partner, Benefits View Only, System Benefit Support |
| Nonresident Aliens (NRAs) with FICA Deductions | This report returns all Non-resident Aliens (NRA) and their Year-to-Date Medicare and OASDI taxes. | The payroll partner need to run this report to identify NRAs for year-end reporting. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Notification for Benefit Eligible Employees | Returns all benefit eligible employees for alert notifications. | Used to drive the alert Total Rewards, which notifies all benefit eligible employees about how to view their total rewards in Workday, which includes compensation and benefits. | System Benefit Support |
| Notification for Missing Dependent SSN | Returns Dependents missing SSN's who were added on the report effective date, 30-60 days prior, 180-210 days prior, or over 1 year prior. | Used to generate notifications to workers reminding them to add their Dependents' missing Social Security Numbers in Workday in accordance with IRS Guidelines. | Benefits Partner, Benefits View Only, System Benefit Support |
| Number of Candidates in a Given Timeframe | Provides a count of all candidates within a date range for each Supervisory Organization within the selected job requisition company. Users can drill down into the count to see more information. | Used by the Recruiting Partners, this report provides candidate information. This report is available on the Recruiting dashboard. | Recruiting Partner |
| Number of Job Postings Within a Timeframe | Returns the number of internal and external job postings within the prompted date range. | The report can be used to get counts of job postings per job requisition in specified date range. | Recruiting Partner, Recruiting Partner View Only |
| Number of Military Employment Preference Candidates in a Given Timeframe | Returns the number of military job candidates and their associated job requisition in a prompted timeframe. | Used by Recruiting Partners to see candidate and recruiting status information for candidates with various Military Employment Preferences. | Recruiting Partner |
| Off-cycle Pay Result Lines | Returns payroll result lines for specified off-cycle payroll results. | This report lists payroll result and payroll result line information for off cycle payments including on demand and manual payments. It is also used by Payroll Administrators during each payroll run to catch manual payments and reversals that were not settled and therefore must be reconciled with FAMIS and with outside vendors. | Payroll Partner, Payroll View Only |
| Onboarding Not Started for Benefit Eligible Employees | Returns benefit-eligible employees who have not started onboarding and whose hire effective date is in the prompted date range. | Used to send alerts to Workers, HR Contacts, Managers, and Payroll Partners, notifying them that it has been three days since a Worker's hire effective date, but the onboarding process has not begun. | Benefits Partner, Benefits View Only, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, Manager, System Benefit Support |
| Onboarding Status Summary | Returns workers' onboarding progress within a specified effective date range and displays a summary of their onboarding status including steps not initiated, in progress, and completed. | Personnel should run this report daily and reach out to individuals or departments holding up onboarding events. | Benefits Partner, Benefits View Only, Department Head, Executive Approver, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, Manager, System Benefit Support |
| One-Time Payment History | Provides an account of all One-Time Payments made for employees of a specific supervisory organization | Benefits Partner, Budget Partner, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Merit Partner, Payroll Partner, Payroll View Only, Recruiting Partner, Recruiting Partner View Only, Research Partner, Sponsored Research Services, Sponsored Research Services View Only, System Benefit Support, Time Tracking View Only, Timekeeper, Workers' Compensation Partner | |
| One-Time Payments | Returns employee's one-time payment details in a specified date range and organization. | This report provides the details associated with one-time payments made to employees. | Compensation Partner, Compensation View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| One-Time Payments Pending Approval | Returns employees with one-time payments that have been in pending status for more than 5 days. | Used as an alert report to remind approvers to approve pending one-time payments timely before the payroll run. | Compensation Partner, HR Partner, Payroll Partner |
| Ongoing Pay Inputs for Terminations and Transfers | Returns employees that were terminated or transferred to a different company with an ongoing payroll input i.e. has an open end date. | This report can be used to identify employees that were terminated (future terminations included) or transferred to another company (future transfers included) with an ongoing payroll input i.e. has an open end date. Users need to enter an end date for terminated employees so that if rehired, the employee will not automatically start receiving payments or deductions again. Users should investigate if an end date is necessary for transferred employees. | Payroll Partner, Payroll View Only |
| Ongoing Payroll Input with Reference ID | Returns ongoing pay inputs for earnings and/or deductions. | Identify employees with ongoing deductions or earnings. Deductions include parking, insurance and retirement, charitable giving, user services fees, Save for Summer, etc. Earnings include emoluments, shift differentials, task work, etc. | Payroll Partner, Payroll View Only |
| Open Enrollment Discrepancies | Returns workers with potential Open Enrollment (OE) discrepancies such as eligible workers with no OE events initiated or ineligible workers with OE events initiated. | The Benefits Office can use this report to find OE discrepancies. For eligible workers missing an OE event, the Benefit Partner will need to investigate if a new OE event should be launched. For workers who are no longer eligible for OE, the Benefit Partner may cancel the OE event, or relaunch the OE event with a correct benefit group. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Open Enrollment Events Not Yet Submitted | Returns workers with Open Enrollment events that are in progress or have not been started yet. | Used by Benefit Partners to email employees who have not yet submitted their Open Enrollment Event as the deadline approaches. | Benefits Partner, Benefits View Only, System Benefit Support |
| Open Enrollment Status Report | View detailed information about active and closed open enrollment events. Details for active events include the start and end dates, and the number of participants in each status within the process. Detailed information for closed events include the start and end dates, and the number of participants finalized with or without changes, canceled or rescinded. | Used to monitor the open enrollment process on a day-to-day basis. You can also cancel, close, and finalize enrollment events, as well as send reminder emails. | Benefits Partner, Benefits View Only, System Benefit Support |
| Open Records - LABEL012 | Returns contact information for current TRS and ORP enrollees. | Workday Services will run this report to receive contact information for current TRS and ORP enrollees. | |
| Optional Life Insurance - Active Employees | Returns active employees with optional life insurance, broken down by age group, benefit plans based on coverage, and smoking habits. | Used by SBA to provide insurance vendors with monthly enrollment headcounts. | Benefits Partner, Benefits View Only, System Benefit Support |
| Optional Life Insurance - Retired Employees in 10,000 Increments | Returns a headcount of retirees enrolled in retiree optional life insurance based on age and smoking habits. | Used by SBA to provide insurance vendors with monthly enrollment headcounts. | System Benefit Support |
| Organization Assignment Exception Audit | Returns invalid organizations assigned to a filled or unfilled position based on allowed values configured for supervisory org, location hierarchy, org related worktags and company restrictions. | Absence View Only, Benefits Partner, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, Manager, Merit Partner, Payroll Partner, Payroll View Only, Recruiting Partner, Recruiting Partner View Only, Research Partner, Safety View Only, Sponsored Research Services, Sponsored Research Services View Only, Student Employment Partner View Only, System Benefit Support, Time Tracking View Only, Timekeeper, Workers' Compensation Partner | |
| ORP Eligible Title Codes | List of Title descriptions and codes eligible for Optional Retirement Plan (ORP). | Used as a reference resource to validate which job titles are eligible for ORP. | Benefits Partner, Benefits View Only, System Benefit Support |
| ORP Newly Vested Employees | Returns ORP employees whose ORP Vesting Date or proposed ORP vesting date (Original ORP Start Date plus one year) falls into prompted date range. | Benefit Partners run the report and enter the ORP vested custom ID for employees reaching one year and one day from their original ORP enrollment. | Benefits Partner, Benefits View Only, System Benefit Support, Tax Compliance Partner |
| ORP Participants Not in ORP Position | This report will list all employees who are enrolled in ORP but whose job profile is not ORP eligible. | This should be run by each member's Benefits Partner annually to ensure those on the list should still be enrolled in ORP. | Benefits Partner, Benefits View Only, System Benefit Support |
| Pay Calculation Results - Deduction Register | View all workers with selected deductions in one or more periods and pay run groups or pay groups. For each deduction you can view the deduction amount together with the associated company, cost center, pay component group(s) and arrears amount, if any. | Payroll Partner, Payroll View Only | |
| Pay Calculation Results For a Period | Returns payroll results, positions and costing allocations for employees in certain organizations and pay periods. | Use this report to check employee's pay information before payroll calculates, including employee's position, gross/net amount, and costing allocation. Also use the report to audit zero gross pay, zero net pay, or missing social security numbers. | Budget Contact, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Pay Calculation Results for a Period with SSN | Returns payroll results and journal entry information for employees for a specified pay period. | Use this report to check employee's pay information before payroll calculates, including employee's position, gross/net amount, and costing allocation. Includes the workers' social security numbers. | Payroll Partner, Payroll View Only |
| Pay Calculation results for Group of Workers | View summary payroll results for a group of workers in one or more pay periods, including period date and type, the pay group that a worker belongs to for this calculation, worker names and positions, payroll run status, pay amounts such as gross pay, taxes and deductions, and net pay, the date and time the payroll result was calculated, and payroll accounting status. You can also take related actions on a payroll result. | Payroll Partner, Payroll View Only | |
| Pay Calculation Results Summary | View the sum of gross pay, net pay and tax/deduction balances over one or more pay periods for a pay run group and/or pay group together with the pay group/period and calculation status. | Payroll Partner, Payroll View Only | |
| Pay Frequency Benefit Event Needed | Returns employees who may need a pay frequency benefit event based on their most recent staffing event. | Used by Benefits and Payroll personnel to identify which employees have mismatching pay frequencies when comparing their current benefit group with the benefit group associated with the most recent staffing change. | Benefits Partner, Benefits View Only, Payroll Partner, System Benefit Support |
| Pay Group does not match company | The report returns payroll results that the company and pay group do not match on the results. | Payroll Partner, Payroll View Only | |
| Pay Result for Tax Reconciliation | Returns pay result lines including gross pay, emoluments, pre-tax deductions, post-tax deductions, tax treaty subject wages, and employee taxes for reconciling tax filing. | Used to reconcile pay result lines for tax reporting purposes. | Payroll Partner, Tax Compliance Partner |
| Payment Election Changes | Returns employees who made a payment election change during the prompted time period. | Used to validate any payment election changes made by employees during a specified time period | Payroll Partner, Payroll View Only |
| Payroll Audit Exception Summary | Returns audit exceptions with the status needs review, in-progress, resolved pending re-audit, resolved, and no action required. | Used by payroll personnel to review and resolve audit exception items before the upcoming payroll cycle. | Payroll Partner, Payroll View Only |
| Payroll Changes Unprocessed for a Retro Run | Identifies workers with unprocessed retro changes that might need a manual adjustment, including workers with Unsupported retro changes, Supported retro changes not processed because they happened before the worker's No Retro Processing Prior To date, and Add Additional Job events not processed because the new job and current job are in different pay groups or companies. This report does not distinguish between changes addressed manually and changes not addressed. | HR Contact, HR Partner, Payroll Partner, Payroll View Only | |
| Payroll Input by Batch ID | View consolidated payroll input for a particular source/batch. | Used to review batch input and identify data that may have been entered/loaded in error. | Payroll Partner, Payroll View Only |
| Payroll Input by Batch ID and Company | Returns payroll input details for a particular source/batch in specified company. | Used to review batch input in a specified company and identify data that may have been entered/loaded in error. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Payroll Input Costing | Returns costing for valid payroll inputs as of prompted effective date for selected pay component(s), organization(s) or worker(s). | The report will be used to identify payroll inputs with missing or incorrectly set-up costing allocations. Also use the report at month-end to help reconcile accounts and for budget purposes. | Payroll Partner, Payroll View Only |
| Payroll Input Not Processed | This report will allow the user look for pay input entries that never got processed through to a payroll result (for whatever reason). This would be run after the payroll calculation was complete for a pay period but before the complete was run. | Payroll Partner, Payroll View Only | |
| Payroll Reconciliation (Results/Payments) | Returns summary totals for workers, payroll results (gross/net), and payroll payments (payment type, not yet settled) for the specified period and pay groups/pay run groups. | Used by payroll personnel to review payroll reconciliation details such as check amount, direct deposit amount, etc. for the specified periods and pay groups. | Payroll Partner, Payroll View Only |
| Payroll Results Accounting Summary | Returns summary values by ledger account for payroll actuals for the specified period and pay groups/pay run groups. | Used by payroll personnel to review payroll actuals for the specified periods and pay groups. | Payroll Partner, Payroll View Only |
| Payroll Results Period Trending | Returns payroll result summary amounts (gross/net) and counts (results) for the specified period plus additional number of prior periods (as selected) and pay groups/pay run groups. | Used by payroll personnel to review payroll result details for the specified periods (and selected number of prior periods) and pay groups. | Payroll Partner, Payroll View Only |
| Payroll Results Status | Returns payroll result status counts for the specified period and pay groups/pay run groups. | Used by payroll personnel to review which payroll results are in progress, require re-calculation, are waiting to pick up the retro difference, or are complete for the specified periods and pay groups. | Payroll Partner, Payroll View Only |
| Payroll Retro Changes for Group of Workers | Retroactive changes for selected pay periods. | Payroll Partner, Payroll View Only | |
| Payroll Retro Changes that Invalidate Retro Difference(s) | Retro changes causing Run Retro Pay Calculation to generate retro differences that cannot be pulled into the current period or that might need a manual adjustment. (Including workers who change Companies, Pay Groups, or Tax Authorities.) | HR Contact, HR Partner, Payroll Partner, Payroll View Only | |
| Pending Evidence of Insurability (EOI) | Returns worker with a pending Evidence of Insurability (EOI) and benefit enrollment information. | Benefits team need to run this report and research each of the pending requests in The Hartford's system to see if it was previously approved/denied and not recorded in Workday. The report will also be used all year for benefit enrollments. | Benefits Partner, System Benefit Support |
| Pending Leave of Absence and Time Off Requests | Returns pending leave of absence and time off requests initiated in the prompted date range. | Used by Payroll Partners to review pending leave of absence and time off requests to prevent overpayments. | HR Contact, HR Partner, Payroll Partner |
| Percent Based Calendar Year Deductions | It gives year-to-date employee deduction amounts, employer contribution amounts, associated wages and calculated percentage for Medicare, OASDI, and Additional Medicare Tax. | This report will be used by Payroll Partners to make sure deductions are being calculated correctly. Payroll Partners need to review the employees with a yellow flag in column "Mismatched EE and ER Percentage" or a yellow flag in column "Mismatched EE and ER Base Wage", or a yellow flag in column "Reached OASDI Wage Limit" and then make any necessary corrections to get the base wage and deductions back in balance. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Percent Based Fiscal Year Deductions | It gives fiscal-year-to-date employee deduction amounts, employer contribution amounts, associated base pay and calculated percentage for ORP, SORP, TRS and TRS9. | This report will be used by Payroll Partners to make sure deductions are being calculated correctly. Payroll Partners need to review the employees with a yellow flag in column "Off-Balance Percentage" or a yellow flag in column "Mismatched EE and ER Base Wage", and then make any necessary corrections to get the base wage and deductions back in balance. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Performance Ratings Distribution | Lists the number of current performance ratings for employees in the prompted organization(s). This report filters on workers in which the user has access based on a role of Manager, Talent Analyst, Talent Analyst View Only, Talent Partner, and Talent Partner View Only. | Used to view the distribution of employees' most recent performance review ratings (i.e. Meets Expectations, Exceeds Expectations, etc.) in the prompted organization(s). | Manager, Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Performance Ratings with EEO Details - Age | Returns the distribution of ratings by age group from employees' most recent completed performance reviews. | Used to view the distribution percentages of performance ratings by age group: Under 40 and Over 40. Detail data about workers is not available on this report. | Talent Partner, Talent Partner View Only |
| Performance Ratings with EEO Details - Ethnicity | Returns the distribution of ratings by ethnicity from employees' most recent completed performance reviews. | Used to view the distribution percentages of performance ratings by ethnicity. Detail data about workers is not available on this report. | Talent Partner View Only, Time Tracking View Only |
| Performance Ratings with EEO Details - Gender | Returns the distribution of ratings by gender from employees' most recent completed performance reviews. | Used to view the distribution percentages of performance ratings by gender. Detail data about workers is not available on this report. | Talent Partner, Talent Partner View Only |
| Performance Review Acknowledgement Audit Report | Returns a report of the manager and employee acknowledgements from the performance review process. | Talent staff may use this to audit where a position description may need to be updated or where an employee did not agree with the review. | HR Partner, Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Performance Review Acknowledgement Completions | Returns employee reviews grouped by the completion status of Employee and Manager acknowledgements in the prompted Company. | Used by Talent personnel to follow-up on incomplete Employee and/or Manager acknowledgements for employee reviews. | Talent Analyst, Talent Partner |
| Performance Review Process (All) | The report will return employee reviews in all statuses within a date range for active employees in the specified Organizations. | Used to view employee reviews in all statuses (for example, completed, in progress, canceled). | Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Performance Review Process (All) - Most Recent Event | The report will return the most recently initiated employee review within a date range for active employees in the specified Organizations. | Used to view most recently initiated employee reviews regardless of the review status (i.e. Completed, In Progress, Canceled). | Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Performance Review Process (Incomplete) | The report will return all in-progress employee reviews in the specified Organizations. | Used to view employee reviews that have been initiated but not yet completed. | Manager, Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Performance Review Process Status | Returns counts of performance reviews by status based on the prompted Company and date. | Used by Talent personnel to view performance reviews' statuses and take action on incomplete reviews as needed. | Talent Analyst, Talent Partner |
| Performance Review Rating Report (Overall Rating of 1 or 2) | Lists all performance reviews that have an overall rating of 1 or 2 within the indicated review period start and end dates in the specified Organizations. | Report to be used by HR to follow-up with managers to ensure that the manager is adhering to the proper steps for employees with low ratings. | Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Performance Review Validation by Company/Employee Type | Employees by Company/Employee Type for Performance Review validation | Talent Analyst, Talent Analyst View Only | |
| Position EEO Job Category | Returns the distribution of position EEO Job Categories and associated details in the prompted Company. | Used on the HCM Executive Dashboard to return counts of positions, grouped by EEO Job Category, and the average annual budgeted salary and average annualized FTE salary for each category. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Position Faculty Rank | Returns the distribution of position faculty ranks and associated details in the prompted Company. | Used on the HCM Executive Dashboard to return counts of positions by faculty rank. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Position FICA Exemption Status | Returns FICA exemption status for position. | Used to return anyone who are FICA exempted and has a specified FICA exemption reason | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Position FLSA Code | Returns the distribution of position FLSA codes and associated details in the prompted Company. | Used on the HCM Executive Dashboard to return counts of positions, grouped by FLSA code, and the average annual budgeted salary and average annualized FTE salary for each code. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Position Metrics | HR/Payroll Universes | ||
| Position Metrics by Month | HR/Payroll Universes | ||
| Position Restrictions Flagged for Export Control Compliance | Returns position restrictions that have the answer yes to any of the position restrictions additional data questions. | Export Control Partner, HR Contact, HR Partner, Manager | |
| Position Status | Returns the distribution of position statuses and associated details in the prompted Company. | Used on the HCM Executive Dashboard to return the count of positions by staffing status and the total annual budgeted salary for each status. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Position Type | Returns the distribution of position types (either budgeted or wage) and associated details in the prompted Company. | Used on the HCM Executive Dashboard to return counts of positions by position type (budgeted or wage) and time type (full-time or part-time). | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Positions and their FTE | View workers' scheduled weekly hours, FTE (full-time equivalent) percentage, and time type for all the filled positions. You can optionally get these hours as of a specified date and/or include subordinate organizations. | Used to monitor worker hours. | Absence Partner, Benefits Partner, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, Immigration Services for Faculty & Scholars (ISFS) View Only, Manager, Payroll Partner, Research Partner, Sponsored Research Services, Sponsored Research Services View Only, System Benefit Support, Workers' Compensation Partner |
| Positions for Job Overlap Period | Returns positions created for use with Job Overlap Period. | Used to see positions that were created using the Job Overlap Reason. This will allow users to track any positions created for that purpose. | Faculty Partner, HR Contact, HR Partner, HR Partner View Only, Payroll Partner |
| Positions Missing Costing Allocations | Returns positions without current Worker Position and/or Position Restriction costing allocations. Used to prevent salary payment on the FAMIS default accounts. May also be run to find positions that could have encumbrance impacts. | Used to determine which employees are missing costing allocations so they don't get paid by the FAMIS default accounts. | Benefits Partner, Benefits View Only, Budget Contact, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Payroll Partner, Payroll View Only, Research Partner, Sponsored Research Services, Sponsored Research Services View Only |
| Positions with 0 FTE | View workers' scheduled weekly hours, FTE (full-time equivalent) percentage, and time type for all the filled positions. You can optionally get these hours as of a specified date and/or include subordinate organizations. Enables you to monitor worker hours. | View workers' scheduled weekly hours, FTE (full-time equivalent) percentage, and time type for all the filled positions. You can optionally get these hours as of a specified date and/or include subordinate organizations. Enables you to monitor worker hours. | HR Partner, HR Partner View Only |
| Positions with Inactive Costing Allocations | Returns positions which have inactive TAMUS Cost Center in the current costing allocations. | This report can be used to clean up inactive TAMUS Cost Center in the position's current costing allocations. Users need to Assign Costing Allocation and select an active TAMUS Cost Center for the position. | Budget Contact, HR Contact, HR Partner, Payroll Partner |
| Positions with no Time Entered in Date Range | Returns positions with no time entered in the prompted date range. | This report can be used to identify employees that may need to be terminated or positions that may need to end | Absence Partner, Absence View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Time Tracking View Only, Timekeeper |
| Possible Billing Participants | Returns individuals who will not receive a billing invoice but may need one. | Used by Billing personnel to research individuals who may need an invoice but won't receive one based on the integrations application criterion. | Benefits Partner, System Benefit Support |
| Primary Address Changes | View a worker's primary home address history, including the effective date of each change. | Used to verify and maintain a worker's address history for tax purposes and employer communications. | Benefits Partner, Compensation Partner, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Processor, Payroll View Only, Research Partner, Retiree Partner, Safety View Only, System Benefit Support, UIN Partner, Workers' Compensation Partner |
| Primary Job Switch History | View all the Switch Primary Job events that have occurred in a specific period of time with effective date, reason, prior primary job, new primary job, date and time completed by organization | Absence Partner, Absence View Only, Benefits Partner, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, I-9 Processor, Immigration Services for Faculty & Scholars (ISFS) View Only, Manager, Merit Partner, Payroll Partner, Payroll View Only, Research Partner, Safety View Only, Sponsored Research Services, Sponsored Research Services View Only, Student Employment Partner View Only, System Benefit Support, Tax Compliance Partner, Talent Analyst, Talent Partner, Talent Partner View Only, Time Tracking View Only, UIN Partner, Workers' Compensation Partner, Employee As Self | |
| Project Accounts | Returns project hierarchy levels for the prompted projects. | Used by project managers to view specific projects and associated details such as project ID, account number, and project start and end dates. | Project Manager, Project Hierarchy Manager |
| Qatar Employee Payment | Returns Qatar employees' payroll result details in the prompted pay group and date range. | Used to view Qatar employees' payroll result details, including payment elections and User Service Fee amounts. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Qatar Employee Tax Elections | Returns active employees located in Qatar and their tax election details. | Used by payroll personnel to determine which employees have tax elections, which employees are missing elections, and employees with additional amount withheld. This will help to avoid extra end of the year tax liabilities to the staff in Qatar. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Quarterly Turnover by Company | Returns quarterly turnover rate for the specified company. | Used for turnover analysis for specified organizations. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Quarterly Turnover by Compensation | Returns the quarterly turnover rate grouped by compensation range for the specified company. | Used for turnover analysis for specified organizations. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Quarterly Turnover by Division/College | Returns quarterly turnover rate group by executive level and division/college for the specified company. | Used for turnover analysis for specified organizations. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Quarterly Turnover by EEO Job Category | Returns quarterly turnover rate group by EEO job category for the specified company. | Used for turnover analysis for specified organizations. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Quarterly Turnover by Gender | Returns quarterly turnover rate group by gender for the specified company. | Used for turnover analysis for specified organizations. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Quarterly Turnover by Race/Ethnicity | Returns quarterly turnover rate group by race/ethnicity for the specified company. | Used for turnover analysis for specified organizations. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Quarterly Turnover by State Service Years | Returns quarterly turnover rate group by total state service years for the specified company. | Used for turnover analysis for specified organizations. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Quarterly Turnover Comparison Year over Year | Used to compare quarterly turnover rate for each quarter across different years. | Used for turnover analysis for specified organizations. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Recruiting Overall Metrics - Evergreen Excluded | Return dates during each recruiting milestone process including Job Requisition Created, Job Requisition Approved, Job Posted, Job Requisition Filled/Closed. | The report is used as a Worklet on recruiting dashboard job requisition tab. It gives average length between each recruiting milestones. If users support multiple companies, this report can be used to compare metrics among companies. | Recruiting Partner, Recruiting Partner View Only |
| Recruiting Sources by Supervisory Organization | Returns the number of job applications submitted through each recruiting source for the prompted supervisory organization. | Used to see which recruiting sources attract the most applicants for a given supervisory organization or job requisition. | Recruiting Coordinator, Recruiting Coordinator View Only, Recruiting Partner, Recruiting Partner View Only |
| Reported Time | Return details of time entered and calculated for hourly paid employees, including what time entry code or project was selected by the employee. | Used by Time Tracking personnel to review time entered and calculated including what time entry code or project was selected by the employee. | Department Head, HR Contact, HR Partner, Manager, Time Tracking View Only, Timekeeper |
| Reported Time Blocks for a Worker | Provides details on time reported for employees for a given period. Includes time entry codes and calculation tags | Department Head, Executive Approver, Manager, Payroll Partner, Payroll View Only, Sponsored Research Services, Time Tracking View Only, Timekeeper | |
| Retiree Home Contact Information | Returns home contact information for retirees in the specified retiree organizations. | Used to look up retirees' physical home addresses, email addresses, and phone numbers. | Benefits Partner, HR Partner, Retiree Partner, System Benefit Support, Benefits View Only |
| Retirees & Spouses over 65 not enrolled in Medicare | Returns retirees and their spouses who are over age 65 but are not enrolled in both Medicare Part A and Medicare Part B. | Used by Benefits personnel to remind retirees over age 65 to enroll in Medicare Part A and Medicare Part B. | Benefits Partner, Retiree Partner, System Benefit Support |
| Retirees to Active Medical | Returns retirees who are return to work in a benefit eligible position and need to be moved to the RAAMP plan. | Working retirees who are working in a benefit eligible position and need to be moved to the RAAMP plan. | Benefits Partner, Benefits View Only, System Benefit Support |
| Retirement Eligible not enrolled in ORP/TRS | This report identifies people who are Retirement Eligible, but not enrolled in ORP/TRS. Per state regulations, they need to be enrolled in a mandatory retirement plan if eligible. | Report is used by Benefit Partners to reach out to employees to ensure they enroll in an eligible retirement plan. | Benefits Partner, Benefits View Only, System Benefit Support, Tax Compliance Partner |
| Retro Emergency Leave for Notification for 941 Quarterly Tax Report | Returns new absence requests or changes to a previous absence request coded as EPSL or EFMLEA that may impact the 941 Quarterly Tax Report for the worker. | Used to notify payroll personnel that they may need to adjust the credit claimed on the 941 quarterly tax report. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Retro Emergency Leave for Notification for W-2 | Returns new absence requests or changes to a previous absence request coded as EPSL or EFMLEA that may impact the CY2020 W-2Box 14 for the worker. | Used by payroll personnel to determine which workers may need a W-2C. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Retro Pay Calc Result Audit Detail Report | Retro Pay Calculation Audit Detail Report that shows Retro Result data with event specific details. | Used to filter on data such as Event Type and easily view retro event details required to manually pay unprocessed retro transactions for the selected worker. | HR Contact, HR Partner, Payroll Partner, Payroll View Only |
| Review Time | Used by Managers to review and approve multiple employees' time sheets. While Timekeepers have access to this report the search does not work appropriately for many and an alternate must be utilized. | Manager, Timekeeper | |
| Run Time Calculations for a Date Range | Runs mass time calculations for populating time entries such as holiday or early release hours. | Used to run time calculations for large populations of employees when there is a need to populate holidays or early release time across all eligible time sheets. | Payroll Partner, Payroll View Only, Timekeeper |
| Safety Incident Involved Parties by Location | View safety incident details for a specific location (in the U.S. this is an Establishment ID). Details include the date of the injury, case number, the injured party's name, job title, where the event occurred, a brief description of the safety incident, and the illness or injury type. Each incident could involve no workers, multiple workers, or non-workers. | Personnel use this report to view safety incident details for a specific location (Establishment ID). | |
| Salaried Timesheet Detail with Time Off | Returns time block and time off details for salaried employees in AL-EXT, TAMFS, and TDEM. | The report should be used by AL-EXT, TAMFS and TDEM only. Please ensure payroll calculation is initiated for the prompted time period before running. | Payroll Partner, Payroll View Only, Time Tracking View Only, Timekeeper |
| Save For Summer Contact List | Returns contact information for people actively participating in Save 4 Summer (S4S). No data will be returned in late August and September after balances are paid out and before new FY balances are accumulated. | Used to send out communications to save for summer participants. | Payroll Partner, Payroll View Only |
| Save For Summer Totals by Company and Employee | Returns current Save For Summer ( S4S ) withholding balance by Company with the option to expand to see all employees with that withholding in that Company. | Used to see which employees have a save for summer withholding balance. | Payroll Partner, Payroll View Only |
| Scheduled Future Processes Owned by Terminated Workers | Returns scheduled future reports that are owned by terminated workers. | Used to notify Managers of processes owned by terminated employees so they can decide if an alternate employees should schedule the processes. Used to notify Workday Operations Team to delete the process tied to the terminated employee. | Employee As Self |
| Scheduled Future Processes Shared with Terminated Workers | Returns scheduled future reports that are shared with terminated workers. | Used to notify owners of scheduled future processes of terminated employees who have access to reports. | Employee As Self |
| Security Roles Audit | Returns workers who were assigned with a specified security role(s) and the assignment details. | This report can be used to assist security partners to monitor and manage security role assignments. | Security Partner, System Benefit Support |
| SGIP Discrepancy | Displays active workers or retirees with potential SGIP discrepancies: in an SGIP Wait group and enrolled in benefits, in an SGIP with no employer contribution, and in Non-SGIP group receiving employer contribution. | Audit report used by Benefit and Retiree processors to help identify workers who are 1) in SGIP Wait and enrolled in benefits, 2) in a Non-SGIP Group but receiving SGIP, or 3) in an SGIP eligible Group but not receiving any medical employer contribution. Benefit event will be needed to move them into the correct benefit group. Sometimes the SGIP Date Driver custom ID need to be updated. | Benefits Partner, Benefits View Only, Retiree Partner, System Benefit Support |
| Sick Pool Balance | This report shows active employees' hours donated to or granted from the sick pool in the prompted organizations. | This report shows active workers' additions and subtractions to the Sick Pool balance in the prompted organizations. | Absence Partner, Absence View Only, HR Partner, HR Partner View Only |
| Sick Time Off Requiring Medical Note | Returns workers with more than three days of consecutive sick leave per time off request in the prompted Organizations and date range. | Used by Absence personnel to track employees who took three or more consecutive days of sick leave and ensure these employees have doctors' notes. | Absence Partner, Absence View Only, HR Partner |
| State and Local Withholdings by Payment Date | Returns all workers with selected State Income Tax / Local Income Tax deductions, pay groups and payment dates. | Used to retrieve State and Local Withholdings for a specified time period and specified pay group for auditing purposes. For each deduction you can view the deduction amount per payment date and per state or locality. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| State Service | For a given employee, quickly determine the length of Total State Service (Longevity, Hazard, and Retirement) and BCD Service (where applicable). | The report is used to display an individual employee's length of state service (longevity, hazard, retirement) and BCD Service (where applicable) within the prompted organization. | Absence Partner, Absence View Only, Benefits Partner, Benefits View Only, Department Head, Faculty Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Employee As Self |
| Student Employees with Visas Hired or Terminated During Date Range | Returns student employees with visas who completed at least one of the following business processes in the prompted date range: Hire, Add Additional Job, Termination, End Additional Job. | Used by personnel to view student employees hired or terminated in the prompted date range and their respective visa and passport details. | Student Employment Partner View Only |
| Targeted Certifications by Position Restriction | Show certifications that are stated in position restrictions. So HR and managers can compare if employees who hold these positions have required certifications. | HR Partner, HR Partner View Only, Manager | |
| Tax Filing Periodic Details | Returns tax filing details for selected periods and pay groups. | Used to view tax filing details. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Tax Filing Quarterly Data for Workers | View a worker's quarterly tax data, including total gross and net quarterly wages together with details on each federal, state, and local tax deduction. Details include tax filing code, total taxes withheld, and taxable vs. subject wages. Use to facilitate tax filing. | Payroll Partner, Payroll View Only | |
| Tax Treaty Exemption Amount for 1042-S | Returns worker's tax treaty maximum amount, 1042-S YTD subject Wage for Income Code 18/19/20, and YTD earnings by company. Used for 1042-S to compare a worker's tax treaty amount to their tax treaty maximum amount. | The report will be used to identify if worker's tax treaty amount is met at which company. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Terminated Employees with Benefits | View workers who have been terminated but are still enrolled in their current benefit elections. | Used to evaluate whether their benefits need to be extended so you can begin the COBRA process, or should be terminated. | Benefits Partner, Benefits View Only, System Benefit Support |
| Termination Details | Returns details for termination and end contingent worker contract business processes only. End additional job business processes are not included. | Used by HR personnel to view terminated worker details, such as the worker's termination category, termination reason, and whether they are eligible for rehire. | Absence Partner, Benefits Partner, Compensation Partner, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support, Tax Compliance Partner, Timekeeper |
| Terminations | View a list of all employee terminations in one or more organizations for a given time period or date range. | Used to view termination events by date and to see a subset of termination details. | Absence Partner, Benefits Partner, Compensation Partner, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, Manager, Research Partner, Sponsored Research Services, System Benefit Support, Timekeeper, Workers' Compensation Partner |
| Texarkana Arkansas Border City Exemption | Returns employees with Arkansas Withholding exemption reason of "Texarkana, Arkansas (resident within city limits only)." | Used by payroll staff to fill out the "Texarkana AR-TX Border City Exemption Form". | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Time and Time Off Overview for Payroll Partner | The report will show time entry and time off details for hourly employees. | Payroll Partner, Payroll View Only | |
| Time Blocks Modified After Paid | Returns time blocks that are modified after paid. | This report can be used to track time blocks that were modified after paid. Submitted but not approved time blocks need to be approved to be picked up by retro pay calculation. Use this report to contact managers to approve modified time blocks. | Payroll Partner, Payroll View Only, Time Tracking View Only |
| Time Off Balance - TAMUS | Returns the fiscal year begin balance, FYTD accruals, FYTD usages, future approved usages, and current balance for employee's active time off plans. | Add to a new tab of employee profile "Time Off". | Absence Partner, Absence View Only, Employee As Self |
| Time Off Balance for Terminated Employees | Returns time off balances for terminated employees. | This report can be used to track time off balances for terminated employees. If terminated employees have positive time off balances, Benefit staff or HR staff may want to take action. For example, vacation time needs to be paid out, sick time can be donated to sick pool, etc. | Absence Partner, Absence View Only, HR Partner, HR Partner View Only |
| Time Off for Emergency Leave Reporting | Returns employees' time off entries for emergency leave reporting in the prompted organizations and date range. | Used to review employees' time off entries that belong to emergency leave reporting. | Absence Partner, Absence View Only, HR Partner, HR Partner View Only |
| Time Off Results by Period | Note: Only available through a worker's Related Actions | Time and Leave | View Time Off Results by Period For a worker and selected Time Off Plan, the report gives balances, accruals, and time off paid by pay period. | Use to find time off plan accruals and usages by pay period. Especially helpful for tracking FLSA, State Comp, and Administrative that are accrued intermittently. | Absence Partner, Benefits Partner, Department Head, HR Contact, HR Partner, HR Partner View Only, Manager, Payroll Partner, Employee As Self |
| Time Off Results Detail | Provides an account of the Time Off Plan, Time Balance, Accrual Details, Absence Types Available, and amount Paid in Period by supervisory organization | Absence Partner, Absence View Only, Department Head, Executive Approver, HR Contact, HR Partner, HR Partner View Only, Manager, Payroll Partner, Payroll View Only, Sponsored Research Services, Employee As Self | |
| Time Off Results Summary | Provides an account of the Time Off Plan and detailed Time Balance information for specific employees by Period Schedule | Absence Partner, Absence View Only, Department Head, Executive Approver, HR Contact, HR Partner, HR Partner View Only, Manager, Payroll Partner, Payroll View Only, Sponsored Research Services, Employee As Self | |
| Time Off Results Summary – TAMUS | Report returns time off information for workers in prompted organization, including eligible time off plans, carryover, accruals, usages, and balances for the period that covers the prompted effective date. | Used to audit employees' time offs in certain processing periods. | Absence Partner, Absence View Only, Department Head, Manager |
| Time Summary Review | This report returns time block hours (not submitted, not approved, approved, regular hours, and overtime hours) and time off hours during prompted date range. If "Only Return TRS Working Retirees" is checked, will return only working retirees who are retired from TRS and receiving an annuity. | Payroll Partner, Payroll View Only, Time Tracking View Only, Timekeeper | |
| Time to Fill By Position | Provides various milestone dates from Recruitment Start through Hire date and provides the calculated time (in days) it took to fill the job requisition. | Used by Recruiting Partners to assess the time it took to fill positions. | Recruiting Partner, Recruiting Partner View Only |
| Time Tracking Details | Returns time tracking information for all active employees. | Used to show active employees' period schedules, work schedules, timesheet type, and whether compensatory time was banked. | Budget Contact, HR Contact, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Time Tracking View Only, Timekeeper |
| TRS Annual Statement | For a specified Payment Date range, returns a worker's fiscal year to date TRS Employee Deductions and Covered Wages. | The change in reporting TRS by pay date causes the FYTD by pay Period to be off by one month in the pay stubs. A report is needed to view TRS payments by pay date with the TRS covered wages for that pay date. | HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Tax Compliance Partner, Employee As Self |
| TRS Hire on the Last Day of the Month | Returns individuals who are not enrolled in TRS but turn into TRS eligible due to hire, job change or add additional job event on the last day of the month. | Used to do a manual override "manual input" for TRS to take the percentage of salary for the month in which the employee was hired. | Benefits Partner, Benefits View Only, System Benefit Support, Tax Compliance Partner |
| TRS Rate Change Analysis | Returns retro result lines that need investigation if new TRS rate should be used. | The state TRS employer contribution rate increases form 6.8% to 7.5% effective on 09/01/2019. This new rate will need to apply to all TRS eligible compensation paid on or after 9/1/19. This report is used to catch all payments paid on or after 09/01/2019 for a prior pay period (retro payments), either the retro pay is a one time payment activity, or the gross pay on the original pay period is 0. These retro payments need to be investigated if need to be calculated at the new TRS rate. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Vacation Carryover Impacted by FTE Changes | Returns employees whose vacation balances may need to be manually adjusted due to Workday lapsing the carryover balance based on the employee's FTE effective 9/1 versus the FTE as of 8/31. | Run this report at the beginning of the new fiscal year to determine which employee's vacation carryover amounts were incorrect due to Workday configuration limitations. Manually adjust vacation balances if necessary. | Absence Partner, Absence View Only, HR Partner, HR Partner View Only |
| Verify Payments and Costings for Job Changes | Return Change Job transaction details for payroll office to verify payments and costings. | Payroll Office can run this report to get a full list of job changes in the prompted date range and organization. Prompts are available to only return events with company change, or only return events with pay group change, or only return events without compensation change. The list can be used as a starting point to verify employee's payments and costings in impacted pay periods. | Payroll Partner, Payroll View Only |
| VETS-4212 | Annual federal report to return counts of total protected veterans, total employees, protected veterans hired within the last 12 months, and total employees hire within the last 12 months. | Used for EEO reporting on the Federal Contractor Veterans' Employment Report VETS-4212 form. | HR Partner, HR Partner View Only |
| View All Positions | Returns all positions based on the prompted staffing status as of an effective date. | Used to view all positions in a given organization as of a specified effective date. | Budget Contact, Business Executive View Only, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Export Control Partner, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Merit Partner, Payroll Partner, Payroll View Only, Recruiting Partner, Recruiting Partner View Only, Research Partner, Security Partner, Sponsored Research Partner, Sponsored Research Services, Sponsored Research Services View Only, Student Employment Partner View Only |
| View Check Register | Returns details for checks that are used for a payment. | Used to stop payment on a check when the employee notifies the Payroll Office that the original check is lost. Used to track emergency off-cycle checks. | Payroll Partner, Payroll View Only |
| View Direct Deposit Register | Returns details for direct deposit that used for a payment. | The report can be used for payroll staff to audit payment information. It can also be used when the payroll office has to recall a direct deposit for various reasons (termination, over payment, etc.). | Payroll Partner, Payroll View Only |
| View Direct Deposit Register for Payee | Returns details for direct deposit used for a payment for the prompted Payee. | The report can be used for payroll staff to audit payment information. It can also be used when the payroll office has to recall a direct deposit for various reasons (termination, over payment, etc.). | Payroll Partner |
| View Open Enrollment After Submission | Returns the current open enrollment event after worker clicked "Submit" on the open enrollment process. | This report is used within the Benefits worklet for employees to view their annual enrollment information. You must have already clicked "Submit" on the annual enrollment process in your inbox to see a link on this report. | Employee As Self |
| View Open Positions | Returns open positions in the prompted Organizations. | Used to see open position details, such as open job requisitions, earliest hire dates, etc. | Budget Contact, Business Executive View Only, Compensation Partner, Compensation View Only, Department Head, Executive Approver, Export Control Partner, Faculty Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Recruiting Partner, Recruiting Partner View Only, Research Partner |
| View Payroll Input by Worker(s) | This report will allow the user to see all pay input entries for a worker or group of workers. | Payroll Partner, Payroll View Only | |
| View U.S. Employment Verification Status | View employment authorization status and details for a worker. | HR Contact, HR Partner, I-9 Partner, I-9 Processor | |
| View W-2 Errors | For a specified Tax Year and Company, view any potential problems an employee may have on their W-2 tax form for that year | Payroll Partner | |
| View W-2 Form Data | The report returns W-2 information for a given tax year and company. | Used to see W-2 created for a Company. May additionally be used to export data and send notifications to employees that their W-2s are ready in Workday. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| View Worker's Time Eligibility | This report can be used to view the time tracking setup data a particular worker is eligible for. It's helpful to troubleshoot issues. | Payroll Partner, Payroll View Only, Time Tracking View Only, Timekeeper | |
| Visa Changes for International Tax | Returns visa change events that changed worker's visa type within a time period. | Weekly report to Payroll and International Tax to identify tax/pay implications for employees with Visa Changes. Used to identify when a visa change has been completed within a time period for use by the International Tax Role to evaluate any change in payroll taxation requirements. The report will run based on the completion date of the visa change event, not on the effective or expiration date. Further research will be required to identify previous visa values or if there were multiple changes within a selected time period. This will displays only current values for VISA changes. | Payroll Partner, Tax Compliance Partner |
| W-2 Preview | Preview data that will be populated to the W-2s. | Payroll Partner | |
| Withholding Order Details | The report returns employees with worker withholding orders deductions (includes student loan, bankruptcy order, court orders, and tax levy). | Used to verify that the correct amount is withheld from the employees' pay and that it's in compliance with the withholding order. | Payroll Partner, Payroll View Only |
| Work and Home Contact Information | Returns home and work contact information for active (including working retirees) and/or terminated employees in specified company. Non-working retirees are excluded. | This report will be used for mail merge. | Benefits Partner, Benefits View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Work Space Facility Directory | Returns facilities by city and Location organization hierarchy. | Used to manage and audit the accuracy of address and associated work space information. | Absence Partner, Benefits Partner, Benefits View Only, Budget Partner, Business Executive View Only, Compensation Partner, Department Head, General Counsel Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Processor, Manager, Organization Partner, Payroll Partner, Payroll View Only, Recruiting Partner, Research Partner, Retiree Partner, Security Partner, System Benefit Support, Tax Compliance Partner, Talent Analyst, Talent Partner, Talent Partner View Only, Time Tracking View Only, Timekeeper, UIN Partner, UIN View Only, Workers' Compensation Partner, Workers' Compensation View Only |
| Work Space Office Directory | Returns Work Space office details including occupied status by Work Space facility and Location organization. | Used to manage and audit the accuracy of address and associated work space information. | Absence Partner, Benefits Partner, Benefits View Only, Budget Partner, Business Executive View Only, Compensation Partner, Department Head, General Counsel Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Processor, Manager, Organization Partner, Payroll Partner, Payroll View Only, Recruiting Partner, Research Partner, Retiree Partner, Security Partner, System Benefit Support, Tax Compliance Partner, Talent Analyst, Talent Partner, Talent Partner View Only, Time Tracking View Only, Timekeeper, UIN Partner, UIN View Only, Workers' Compensation Partner, Workers' Compensation View Only |
| Work Study Calculation Results | Data file of college work study information - after pay calc, but prior to complete, list of work study payments. College work study payments (after pay calc, but prior to complete). | Payroll Partner, Payroll View Only | |
| Worker Age Group | Returns counts of employee by age group. | Used as a worklet on HCM Executive Dashboard to show counts of employee by age group. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Worker and Compensation Data for Survey Job Matches | Returns jobs and job matches from the prompted compensation survey in the prompted Company. | Used by personnel to find Compensation Survey job matches and view details for the workers returned in the report. | HR Partner |
| Worker Average Service Time | Returns employee counts by total state service year. | Used as a worklet on HCM Executive Dashboard to show employee counts by total state service year. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Worker Certifications and Awards | Returns workers' certifications, awards, achievements, and professional affiliations in the prompted Organizations. | Used by managers and other personnel to track workers' professional development. | HR Partner, Talent Analyst, Talent Analyst View Only, Talent Partner, Talent Partner View Only |
| Worker Certifications Expiring in the next 6 Months | Returns a list of employees with certifications with upcoming expiration dates. | Used to monitor compliance with any certifications required for a position. To identify certifications that are expiring so HR can follow up to update them. | Manager, Talent Analyst, Talent Partner, Talent Partner View Only |
| Worker Change History Report | View a summary of worker changes in one or more organizations. | Used to analyze staffing and compensation changes by person within organizations. The work history includes current and proposed changes to positions | Benefits Partner, Compensation Partner, Department Head, Executive Approver, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, Immigration Services for Faculty & Scholars (ISFS) View Only, Manager, Research Partner, Sponsored Research Services, System Benefit Support, Workers' Compensation Partner |
| Worker Directory by Location | Returns active employees whose work authorization documents expire 30, 60, or 90 days from the report effective date. | Used as an alert report to remind workers to obtain updated work authorization documents and provide them to their respective HR Offices. | I-9 Partner, I-9 Processor |
| Worker Directory by Location | Returns employees in specified Location(s). Details include employee position, supervisory organization, phone, email, work address, work space facility and office, and Location County and Location attributes. | The report can be used to view employees in specified locations. | Absence Partner, Absence View Only, Benefits Partner, Benefits View Only, Budget Partner, Business Executive View Only, Compensation Partner, Compensation View Only, Department Head, General Counsel Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, I-9 Processor, Manager, Organization Partner, Payroll Partner, Payroll View Only, Recruiting Partner, Recruiting Partner View Only, Research Partner, System Benefit Support, Tax Compliance Partner, Talent Analyst, Talent Partner, Talent Partner View Only, Time Tracking View Only, Timekeeper, UIN Partner, UIN View Only, Workers' Compensation Partner, Workers' Compensation View Only |
| Worker Education | Returns workers' education details in the prompted Company. | Used to view active and terminated employees' education details, such as highest degree, school names, attendance dates, degrees received, etc. | Benefits Partner, Budget Contact, Business Executive View Only, Department Head, Executive Approver, Export Control Partner, Faculty Partner, General Counsel Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Recruiting Partner, Research Partner, Student Employment Partner View Only, Talent Analyst, Talent Partner, Talent Partner View Only |
| Worker EEO Job Category | Returns counts of employee by EEO job category. | Used as a worklet on HCM Executive Dashboard to show counts of employee by EEO job category. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Worker Employee Type | Returns counts of employee type and time type (full time/part time). | Used as a worklet on HCM Executive Dashboard to show counts of employee type and time type (full time/part time). | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Worker Expiring Certifications (Within 3 Months of Today) | Returns a list of employees with certifications with upcoming expiration dates. | Used to monitor compliance with any certifications required for a position. | Manager, Talent Analyst, Talent Partner, Talent Partner View Only |
| Worker Facility Occupant Summary | Returns number of Work Space Offices occupied and not occupied in each facility. | Used to audit and maintain work space office and facility. | HR Contact, HR Partner, HR Partner View Only, Manager |
| Worker Faculty Rank | Returns counts of employee by Faculty Rank. | Used as a worklet on HCM Executive Dashboard to show counts of employee by Faculty Rank. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Worker Gender by MSO Code | Returns counts of employee by gender and MSO code. | Used as a worklet on HCM Executive Dashboard to show counts of employee by gender and MSO code. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Worker Highest Degree | Returns counts of employee by highest degree. | Used as a worklet on HCM Executive Dashboard to show counts of employee by highest degree. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Worker Ineligible Time Off Balances | Returns Time Off types that worker became ineligible for and associated balances. | The report can be used to find out employee time off balances for time off plans that employees are no longer eligible for, for example, the employee transferred to a different position that is no longer eligible for vacation, so that absence staff can put the vacation balance to a different time off plan, or pay the balance out. | Absence Partner, Absence View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only |
| Worker Newly Added Certifications (Within Date Range) | Displays certification details for employees who acquired certification within a specified timeframe. | Used to ensure copy of certification has been submitted for placement in the employee’s personnel file. | Manager, Talent Analyst, Talent Partner, Talent Partner View Only |
| Worker Race/Ethnicity | Returns counts of employee and percentage of employee population by race/ethnicity. | Used as a worklet on HCM Executive Dashboard to show counts of employee by ethnicity. | Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Executive View Only, HR Partner, HR Partner View Only, Payroll Partner, Payroll View Only, System Benefit Support |
| Worker Tax Treaties by Company | Returns details about Workers' tax treaties in the prompted Company, including tax year and residency country. | Used by Tax Compliance Partners to view when a worker's tax treaty was last updated and by whom. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Worker Withholding Orders Status | Returns withholding order information for workers in specified pay group. | This report allows users to view a group of worker's withholding order information. It can be used for compliance with the Care Act that Payroll Partner need to take action to temperately inactive the federal student loan, and re-activate these student loans in the future. | Payroll Partner, Payroll View Only |
| Workers Changing from Basic Life to Alternate Basic Life Need EOI | Returns employees or retirees changing benefit elections from Basic Life Insurance to Alternate Basic Life Insurance who need to provide evidence of insurance. | Used by Benefit Partners to identify employees who require EOI in order to enroll ABL and will need a paper form. | Benefits Partner, System Benefit Support |
| Workers Located Out of State - Texas | Returns all workers with home, work, mailing, or alternate work location addresses outside Texas in the prompted pay group and date range. | Used to determine the total salary amount paid to out-of-state employees. | Payroll Partner, Payroll View Only, Tax Compliance Partner |
| Workers Not Eligible for Rehire at Termination | Returns workers marked as not eligible for rehire during Termination processing. An Eligible for Rehire Restoration date (based on OGC guidelines) is included. | Report can be used by HR Partner to ad hoc check employees who were marked as not eligible for rehire in the Termination process. | HR Partner |
| Workers On Leave | Provides a list of all employees for a specific supervisory organization who are on leave in a defined date range; includes Leave Type, Total Days (Estimated), First Day of Leave, and Estimated Last Day of Leave | Absence Partner, Absence View Only, Benefits Partner, Compensation Partner, Compensation View Only, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Payroll View Only, Sponsored Research Services View Only, System Benefit Support, Timekeeper, Employee As Self | |
| Workers Returning from Leave | Provides a list of all employees for a specific supervisory organization who anticipate returning from a leave of absence in the specified date range; this information is based off the Estimated Last Day of Leave | Absence Partner, Absence View Only, Benefits Partner, Compensation Partner, Compensation View Only, Faculty Partner, Graduate Studies Partner, HR Contact, HR Partner, HR Partner View Only, Manager, Payroll View Only, Sponsored Research Services View Only, System Benefit Support, Timekeeper, Workers' Compensation Partner, Employee As Self | |
| Workers Who May Need to Complete a Paper Form I-9 | Returns employees with a change job event that may require a paper Form I-9. | Used to assist in identifying job changes that may require a paper I-9. Evaluate each case closely as the report may include employees who do not need to complete a paper I-9. If it is determined that this person has completed the I-9, use Edit Other IDs process to update the I-9 Custom ID with a date on or after the effective date of the event, so employees will be removed from this report. | I-9 Partner |
| Workers with Duplicate Other IDs | Returns workers who have duplicate custom IDs (both valid and expired) in Workday. | Used to find employees with multiple custom IDs of the same type. This allows Workday Services to do EIBs if necessary or for Members to manually correct the IDs using the Edit Other ID task in Workday. | Absence Partner, Absence View Only, Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Faculty Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, I-9 Processor, Payroll Partner, Payroll View Only, Retiree Partner, System Benefit Support, Tax Compliance Partner, Time Tracking View Only, Timekeeper |
| Workers With No Other ID for Specified ID | The report will pull a list of workers who do not have an ID entered for certain custom ID type (e.g., selective service). | Audit report used to identify any employees missing a custom ID for a specified Custom ID Type | Absence Partner, Absence View Only, Benefits Partner, Benefits View Only, Faculty Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, I-9 Processor, Payroll Partner, Payroll View Only, Retiree Partner, System Benefit Support, Tax Compliance Partner, Timekeeper |
| Workers with Other Ids | The report will return the workers who have certain custom IDs. | Used to know which custom IDs have been assigned to which employees; to verify appropriate use of the custom ID | Absence Partner, Absence View Only, Benefits Partner, Benefits View Only, Compensation Partner, Compensation View Only, Faculty Partner, HR Contact, HR Partner, HR Partner View Only, I-9 Partner, I-9 Processor, Payroll Partner, Payroll View Only, Retiree Partner, System Benefit Support, Tax Compliance Partner, Time Tracking View Only, Timekeeper |
| Workers with Preservation Hold Custodian | Returns individuals who have been designated as Preservation Hold Custodian by the A&M System Office of General Counsel. | Used by the Office of General Counsel and Member IT offices to view worker preservation hold details for auditing purposes. | General Counsel Partner, IT Partner |
| Workers with VISAs | This report will show workers with Visas within prompted organizations. | The report can be used to get workers' visa information. It can be specifically used by the International Student Services office to check visa statuses for active student employees at end of each semester and compare those against graduation records. | Benefits Partner, Benefits View Only, HR Partner, HR Partner View Only, I-9 Partner, Payroll Partner, Payroll View Only, Student Employment Partner View Only, Tax Compliance Partner |
| Working Retirees Leaving Employment | Returns working retirees that are leaving employment or moving out of benefit eligible positions during the prompted date range. | Working retirees who are no longer working in a benefit eligible position and need to be moved out the RAAMP plan. Used to return retirees back to the 65+ plan if they were enrolled in that plan prior to beginning their job after retirement. The report is normally run monthly. But in September and January, the report is expected to run weekly due to the peak volume of termination and job change. | Benefits Partner, Benefits View Only, System Benefit Support |
| Workstation Payroll Summary | This report returns payroll results by completed date, grouped by type of Earning or Deduction, with details by Company and Worker. | Payroll Partner, Payroll View Only | |
| XN Visa Employees with Federal Tax Deductions | Based on their last payroll, this report identifies employees deducted for Federal Taxes (FIT or FICA) who have XN visa status. | Payroll Partner, Payroll View Only, Tax Compliance Partner | |
| YTD TDA and ORP Totals | This report returns all workers who have contributed greater than $15,000 TDA or greater than $40,000 TDA + ORP, as of the worker's most recent completed pay result. | Used by SBA to prevent employees from going over annual contribution limits. | Payroll Partner, Payroll View Only, System Benefit Support, Tax Compliance Partner |