Grouped by Functional Area | Grouped by Process | All Commonly Used Reports
List of reports grouped by process.
Open Enrollment
| Report Name | Description | Usage | Report Delivery Solution | Report Folder | Schedule Frequency | Security Groups |
|---|---|---|---|---|---|---|
| Medical Plan Discrepancies | Return active or retired employees with medical plan discrepancies. | Used to identify employees that are ineligible for the medical plan that they currently enroll in. When these employees get to OE, if their OE get finalized without them taking action, their medical get dropped. | Workday Custom | Benefits Partner,Benefits View Only,Retiree Partner,System Benefit Support | ||
| 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. | Benefit team can use this report to get OE discrepancies. For eligible workers missing an OE event, Benefit Partner need to investigate if a new OE event should be launched. For workers no longer eligible for OE, Benefit Partner may cancel the OE event, or relaunch the OE event with a correct benefit group. | Workday Custom | Benefits Partner,Benefits View Only,Retiree Partner,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events include the start and end dates, and the number of participants finalized with or without changes, canceled or rescinded.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. | Workday Standard | Benefits Partner,Benefits View Only,System Benefit Support | ||
| 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. | Workday Custom | Employee As Self |
Payroll Process
| Report Name | Description | Usage | Report Delivery Solution | Report Folder | Schedule Frequency | Security Groups |
|---|---|---|---|---|---|---|
| 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. | Workday Custom | Absence Partner,Absence View Only,Business Executive View Only,HR Partner,HR Partner View Only,Payroll Partner,Payroll View Only,Time Tracking 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. | Workday Custom | Weekly | Immigration Services for Faculty & Scholars (ISFS) View Only | |
| 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. | Workday Custom | 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 | ||
| 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. | Workday Standard | 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 - 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. | Workday Custom | HR Partner,HR Partner View Only,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. | Workday Standard | Payroll Partner,Payroll 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. | Workday Custom | 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 | ||
| 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. | Workday Custom | Payroll Partner,Payroll 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. | Workday Custom | Payroll Partner,Payroll View Only | ||
| 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. | Workday Custom | HR Partner,HR Partner View Only,Payroll Partner,Payroll View Only,UIN Partner,UIN View Only | ||
| 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. | Workday Custom | 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. | Workday Custom | HR Contact,HR Partner,HR Partner View Only,Payroll Partner,Payroll View Only,Tax Compliance Partner | ||
| Form I-9 Process Status | Provides a count of form I-9 business processes in various statuses | Workday Standard | HR Contact,HR Partner,I-9 Partner,I-9 Processor | |||
| 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. | Workday Custom | Benefits Partner,Benefits View Only,HR Partner,HR Partner View Only,Payroll Partner,Payroll 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. | Workday Custom | Payroll Partner,Payroll View Only | ||
| 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. | Workday Custom | 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. | Workday Custom | Payroll Partner,Payroll View Only | ||
| One-Time Payment History | Provides an account of all One-Time Payments made for employees of a specific supervisory organization | Workday Standard | 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 | |||
| 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. | Workday Custom | 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. | Workday Custom | 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. | Workday Standard | 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. | Workday Standard | Payroll Partner,Payroll View Only | |||
| Pay Group does not match company | The report returns payroll results that the company and pay group do not match on the results. | Workday Custom | Payroll Partner,Payroll View Only | |||
| 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 | Workday Custom | 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. | Workday Standard | 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. | Workday Standard | 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. | Workday Standard | Payroll Partner,Payroll View Only | |||
| Payroll Retro Changes for Group of Workers | Retroactive changes for selected pay periods. | Workday Standard | 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.) | Workday Standard | HR Contact,HR Partner,Payroll Partner,Payroll View Only | |||
| 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. | Workday Custom | 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 | ||
| 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. | Workday Standard | 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. | Workday Standard | Manager,Timekeeper | |||
| Time and Time Off Overview for Payroll Partner | The report will show time entry and time off details for hourly employees. | Workday Custom | Payroll Partner,Payroll View Only | |||
| 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. | Workday Custom | Payroll Partner,Payroll View Only,Time Tracking View Only,Timekeeper | |||
| 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. | Workday Custom | Payroll Partner,Payroll View Only,Tax Compliance 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. | Workday Standard | Payroll Partner,Payroll View Only | |||
| 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. | Workday Custom | Payroll Partner,Payroll View Only |
Merit
| Report Name | Description | Usage | Report Delivery Solution | Report Folder | Schedule Frequency | Security Groups |
|---|---|---|---|---|---|---|
| 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. | Workday Custom | 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. | Workday Custom | Compensation Partner,Compensation View Only,Merit Partner | ||
| 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. | Workday Custom | |||
| 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. | Workday Standard | 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 | ||
| 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. | Workday Custom | 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 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. | Workday Standard | 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) | Workday Standard | 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. | Workday Custom | Merit 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. | Workday Standard | 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. | Workday Custom | 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 | ||
| 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. | Workday Custom | 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 | ||
| 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. | Business Objects | Publications | Budget | PREP Budget Universe | |
| 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. | Workday Custom | 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. | Workday Custom | HR Contact,HR Partner,HR Partner View Only,Manager,Time Tracking View Only,Timekeeper | ||
| 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. | Workday Custom | 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 | ||
| 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. | Workday Custom | Merit 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. | Workday Custom | 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. | Workday Custom | 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. | Workday Custom | Manager,Merit Partner |
Tax & Year End
| Report Name | Description | Usage | Report Delivery Solution | Report Folder | Schedule Frequency | Security Groups |
|---|---|---|---|---|---|---|
| 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. | Workday Standard | Payroll Partner,Payroll View Only | |||
| 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 | Workday Standard | Payroll Partner,Payroll 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. | Workday Custom | Payroll Partner,Payroll View Only,Tax Compliance Partner | ||
| 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. | Workday Custom | Benefits Partner,System Benefit Support | ||
| 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. | Workday Custom | Payroll Partner,Payroll View Only,Tax Compliance Partner | ||
| 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 | Workday Standard | Payroll Partner | |||
| W-2 Preview | Preview data that will be populated to the W-2s. | Workday Standard | Payroll Partner |
Billing
| Report Name | Description | Usage | Report Delivery Solution | Report Folder | Schedule Frequency | Security Groups |
|---|---|---|---|---|---|---|
| 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. | Workday Custom | Benefits Partner,Benefits View Only,Retiree Partner,System Benefit Support | ||
| 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. | Workday Custom | Benefits Partner | ||
| 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. | Workday Custom | Benefits Partner,Benefits View Only,Payroll Partner,Payroll View Only,System Benefit Support | ||
| 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. | Workday Custom | Benefits Partner,Benefits View Only,System Benefit Support | ||
| 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. | Workday Custom | Benefits Partner,Benefits View Only,System Benefit Support | ||
| 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. | Workday Custom | Benefits Partner,Benefits View Only,System Benefit Support | ||
| 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. | Workday Custom | Benefits Partner,System Benefit Support |