All Reports | Grouped By Functional Area | Grouped By Process
| Report Name | Description | Usage | Report Delivery Solution | Report Folder | Legacy Report # | Security Groups |
|---|---|---|---|---|---|---|
| Absence Partner View All Worker Time Off | Returns all time off requests for workers in prompted organizations where the worker's Time Off Date falls on or within the specified date range. Additional details include time off type, dates entered and approved, date off, and hours. | View all the approved, pending, and denied time off requests for your workers 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 weekly to review all time off requests submitted the previous week. 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? | Workday Custom | Absence Partner,HR Partner | ||
| 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 is not enrolled in Medical and should be offered benefits. | Workday Custom | 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. | Workday Custom | Absence Partner,Absence View Only,Business Executive View Only,HR Partner,Payroll Partner | ||
| 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. | File Depot | File Depot | Payroll | BP5018B | Access to File Depot Folder |
| 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 | 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. | Workday Custom | Recruiting Partner,Recruiting Partner View Only | ||
| All Contingent Workers | Provides a list of all contingent workers | Used to identify all contingent workers | Workday Standard | 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-TAMUS | The report returns hourly rate/FTE monthly rate, FTE, Annual Work Period and Annual Budget Salary for all positions that worker has. | Used for "Annual Budgeted Salary - TAMUS" tab on the Compensation Profile. | Workday Custom | Employee As Self | ||
| All Worker Time Off | Provides an account of all the time off requested and approved by the date time is taken off | View all the approved, pending and denied time off requests for the workers you support by the date for which the time off is requested. This is useful to ensure all time offs are approved for the pay period currently being processed. The Absence Partner View All Worker Time Off is more useful for rule compliance review since you can pull by date entered instead of date requested off. | Workday Standard | 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 | ||
| All Worker Time Off (Active and Terminated) | "Absence Partner View of All Worker Time Off" and "All Worker Time Off" do not include any terminated workers. This report allows the option to include terminated employees. | Report for Absence Partner to view time offs of both active and terminated employees. This report is useful to see hours donated to the sick pool which is mostly done by employees prior to their termination. | Workday Custom | Absence Partner | ||
| 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 | Workday Custom | 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 | Workday Custom | HR Partner | ||
| 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 | Workday Custom | 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 | Workday Custom | HR Partner | ||
| Annual Affirmative Action Report Terminates | 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 | Workday Custom | HR Partner | ||
| Annual Budgeted Salary | To display estimated Annual Budgeted Salary for staff who need that calculated. Uses FTE and Annual Work Period. | This report will replace the Workday delivered reports called "Total Compensation" currently on one of the two tabs in the Compensation Profile. | Workday Custom | Compensation Partner,Compensation View Only,Employee As Self | ||
| Annual Emergency Leave | The report returns all employees who took more than 32 hours emergency leave during the last fiscal year. | Used as annual report to the State Comptroller's office. | Workday Custom | Absence Partner,HR Partner | ||
| Annual Merit Process Eligibility | The Merit Eligibility Report is designed so that Merit Partners can obtain an advance 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,Merit Partner | ||
| 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. | Workday Standard | 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. | Workday Custom | Budget Partner,Cost Center Approver,Payroll Partner,Sponsored Research Services | ||
| 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 - ORP Max Wage Limit | Returns employees who reached max wage limit for ORP. | Payroll offices need to run the report after each payroll completes then run Maintain Payroll Limit Override task for employees listed before next payroll is initiated to prevent retro from taking a deduction for ORP. | Workday Custom | Payroll Partner,Payroll View Only | ||
| 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,Payroll Partner | ||
| 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 Maintain Payroll Limit Override task for employees listed before next payroll is initiated to prevent retro from taking a deduction for TRS. | Workday Custom | Payroll Partner,Payroll View Only | ||
| Audit Compensation Grade Mismatch on Worker and Position | 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. | Workday Custom | Compensation Partner,Compensation View Only | ||
| Audit Differences in FSA Annual Election Amount | Returns employees who are enrolled in Medical Spending Account or Dependent Care spending Account but may over-contribute or under achieve their annual contribution goal. | Users start to run this report in June/July to catch employees that may over contribute or under achieve their FSA annual contribution goal. They'll investigate if any actions are needed such as refunds or extra payroll deductions. | Workday Custom | Benefits Partner,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. | Workday Standard | 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 | BP5004-01, BP9625-01, A13R001 | 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 | 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,Student Employment Partner View Only,System Benefit Support,Time Tracking View Only,Timekeeper,Workers' Compensation Partner | ||
| Background Check Bill Code Report | Displays completed background information for job application | 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. | Workday Custom | Recruiting Partner | ||
| Bankruptcy Report | Report displays bankruptcy and other withholding details along with recipient information for a given pay period/pay group. | Used to identify and review employees with withholding order deductions | Workday Custom | BP5093 | Payroll Partner | |
| 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. | Workday Custom | Benefits 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. | Workday Custom | Benefits Partner,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 but has 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. | Workday Custom | Benefits Partner | ||
| 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 | Workday Standard | Benefits Partner,Benefits View Only | ||
| 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. | Workday Standard | Benefits Partner,Benefits View Only,Retiree Partner,System Benefit Support | ||
| 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. | Workday Custom | BPP8517 | HR Partner,Payroll Partner,Payroll View Only | |
| Bonus and One-Time Payments | View employees for whom you have approved bonus payments and one-time payments. Enables you to track bonus and one-time payments. You can narrow your report results to a specific date range, organizations, external pay groups, or any combination of these criteria. Report details include employee ID, supervisory organization, date of the payment approval, payment amount, type of compensation, and external pay group, if applicable. | Workday Standard | BP5017 | 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,Timekeeper,Time Tracking View Only,Workers' Compensation Partner | ||
| Business Process Cycle Times | View various statistics related to business process cycle times within the From/To period specified. | 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,International Student Services (ISS) View Only,International Tax 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 | |||
| 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. | Workday Custom | Benefits Partner,Compensation Partner,Faculty Partner,Graduate Studies Partner,HR Contact,HR Partner,I-9 Partner,Payroll Partner,Recruiting Partner,Retiree Partner,System Benefit Support | ||
| Business Process Events - Worker Compensation Details | Detail report for Business Process Events TAMUS. Returns all details for compensation events on workers. | Used to view detailed information specific to compensation business process events | Workday Custom | Compensation Partner,Faculty Partner,Graduate Studies Partner,HR Contact,HR Partner,Payroll Partner | ||
| Business Process Events - Worker Staffing Details | Detail report for Business Process Events TAMUS. Returns all details for staffing events on workers. | Used to view detailed information specific to staffing business process events | Workday Custom | Benefits Partner,Compensation Partner,Executive Approver,Faculty Partner,Graduate Studies Partner,HR Contact,HR Partner,I-9 Partner,Payroll Partner,System Benefit Support | ||
| Business Process Transactions of Type Awaiting Action | View every business process of the specified type that is awaiting action, who it is waiting for, how long it has been waiting and how many days past due it is. | Run this report to get business processes that are awaiting action. | 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,International Student Services (ISS) View Only,International Tax View Only,Merit Partner,Payroll Partner,Payroll Tax/Withholding Partner,Recruiting Partner,Recruiting Partner View Only,Research Partner,Retiree Partner,Sponsored Research Services | ||
| Candidate EEO Summary | View candidate and ethnicity and gender information for specified job requisition(s). Drill down into candidate information for more details. | 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. | Workday Custom | Recruiting Partner | ||
| 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. | Workday Custom | Recruiting Coordinator,Recruiting Coordinator View Only,Recruiting Partner,Recruiting Partner View Only | ||
| Candidate Flow | View Candidates, their recruiting source, recruiting status along with Job Profile and Job Requisition information for a specified Job Requisition Open date range, specific job requisition, or Company | This analysis report is used to see those candidates that applied for job postings that were posted during a specified date range. | Workday Custom | Recruiting Partner,Recruiting Partner View Only | ||
| Candidate List | Report of applicant Equal Employment Opportunity (EEO) data and selection status per job vacancy notice. 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. | Workday Custom | Recruiting Partner | ||
| Candidate Pipeline | View candidate headcounts according to job requisitions and the number of active candidates associated with the steps within the recruiting process. User can click on counts to get detailed information on the candidates | Used to view and assess which and how many candidates made it to each of the various stages of the recruiting process | Workday Custom | Recruiting Coordinator,Recruiting Coordinator View Only,Recruiting Partner,Recruiting Partner View Only | ||
| Candidate Pool EEO Summary | Cumulative report of all applicants and their Equal Employment Opportunity (EEO) data for a given calendar year used for Affirmative Action Plan. | 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. | Workday Custom | Recruiting Partner | ||
| 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. | Workday Standard | 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 | ||
| Certified Other Coverage Prior to SGIP Date | Report of employer paid coverage starting before the new employees' State Group Insurance Plan (SGIP) date | Used to identify those employees with benefit election coverages beginning prior to their SGIP eligibility date. | Workday Custom | Benefits Partner,System Benefit Support | ||
| Change of Total Base Salary of Employees with Non-Immigrant Status | The report returns non-US citizens with Request Compensation Change events during prompted date range. | For International Faculty and Scholar Services of salary changes. | Workday Custom | 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 ran 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. | Workday Custom | 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. | Workday Custom | Manager,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. | Workday Custom | Benefits Partner,Retiree Partner,System Benefit Support | ||
| 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 | Workday Standard | 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,International Student Services (ISS) View Only,International Tax 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,Talent Analyst,Talent Partner,Talent Partner View Only,Timekeeper,UIN Partner,Workers' Compensation Partner,Employee As Self | ||
| 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 | Business Executive View Only,Compensation Partner,Faculty Partner,Graduate Studies Partner,HR Contact,HR Partner,Merit Partner,Payroll Partner,Payroll View Only,Research Partner | ||
| Compensation Plan Allowance Assignments with Academic Pay Period | This report returns Allowance Plans and Annual Work Period for positions. | The report will be used by HR/Compensation/Payroll staff to identify academic pay periods to manage worker's allowance plans. | Workday Custom | Compensation Partner,HR Contact,HR Partner,Payroll 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. | 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,Student Employment Partner View Only,System Benefit Support,Time Tracking View Only,Timekeeper,Workers' Compensation Partner | |||
| Compensation Review Employee Changes Audit | View details of parallel compensation events that occurred during a 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 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 | Workday Standard | Faculty Partner,Graduate Studies Partner,HR Partner,Merit Partner,Research Partner,Workers' Compensation Partner | |||
| Compensation Spreadsheet | An updated version of the standard report "Compensation Spreadsheet" with additional columns for Company, Position Title, Job Profile, Position ID, Annual Work Period, and Primary Job flag. | 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,Payroll Partner,Payroll View Only,Research Partner | ||
| Costing Allocations for Position Restrictions | Displays position restriction allocation details for a specified company, position restriction, pay group, 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. | Workday Custom | Business Executive View Only,HR Contact,HR Partner,Payroll Partner,Payroll View Only | ||
| Costing Allocations for Worker Position | 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. | 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. | Workday Custom | 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 | Report shows employees where their 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 | BP5025 | 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. | Workday Custom | Benefits Partner | ||
| Current Delegations | View all delegations for the specified organizations. Details include the delegating worker, delegation duration, delegate, affected business processes, and delegation configuration. | Used to tell at a glance who is delegated to what by whom. | Workday Standard | HR Partner,Employee As Self,Retiree As Self | ||
| Current Worker Detail Report | View compensation details for all workers with active status in one or more selected organizations that you manage or support. Details include information about the worker's job, compensation plans, and compensation ranges. You can optionally include information about managers or narrow report results to a specified date, custom organization, or organization role. | Used to verify compensation for your active workers. | 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,Sponsored Research Services,Sponsored Research Services View Only,Student Employment Partner View Only,System Benefit Support,Timekeeper,Workers' Compensation Partner | ||
| 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. | Workday Standard | HR Partner,Employee As Self,Retiree As Self | ||
| Dependents missing SSN | Report shows all employees with dependents with no Social Security Number along with the reason why it's missing and the employee's medical plan | Report is used to identify enrolled dependents without a SSN for the purpose of ACA compliance. | Workday Custom | Benefits 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. | Workday Custom | Benefits Partner,Retiree Partner,System Benefit Support | ||
| Dependents Requiring Documentation | Lists 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. | Workday Custom | Benefits Partner,Retiree Partner,System Benefit Support | ||
| Directory by Location - Indexed | The report returns phone number, email, business title, organization, and business site phone number for workers in prompted location. | To accommodate FERPA requirements to suppress visibility of student information in Workday. There are two - Directory by Location - TAMUS and Directory by Location - Indexed - TAMUS. View a directory of workers in a Business Site. Details include the worker phone number and email, title, organization, and business site phone number. | Workday Custom | Manager | ||
| 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. | Workday Custom | HR Partner | ||
| 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. | Workday Custom | HR Partner | ||
| 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. | Workday Custom | HR Partner | ||
| 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. | Workday Custom | HR Partner | ||
| 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. | Workday Custom | HR Partner | ||
| 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 | Workday Custom | HR Partner,Manager | ||
| 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. | Business Objects | Publications | ACAP | 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. | Business Objects | Publications | ACAP | 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. | Business Objects | Publications | Pay History with Deducts | BP5013 | 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. | Business Objects | Publications | Pay History with Deducts | BP5013 | 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. | Business Objects | Publications | Pay History with Deducts | BP5013 | 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 | Business Objects | Publications | PREP Budget | BP1036 | ||
| 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. | 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. | Business Objects | Publications | BP1550, BP1551N, BP6053N, BP6054N, BP6055N, BP6056N, BP6058N, BP6059N, BP6060N, BP6061N, BP6062N, BP6063N, BP6064N, BP6065N, BP6066N | 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). | Business Objects | Publications | BP3052 | 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. | Business Objects | Publications | BP3165; BP3154; BP3159; BP3166; BP1580 | 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) | Business Objects | Publications | Pay History with Deducts | BP8501 | 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. | Business Objects | Publications | Pay History with Deducts | BP8539 | 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. | Business Objects | Publications | Pay History with Deducts | Payroll History Detail Universe | ||
| EDW00114 - LAR Schedule 5 | Business Objects | Publications | LAR | 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. | File Depot | BP1582 | HR/Payroll Universes | |
| EDW00124 - LAR Schedule 7 | Business Objects | Publications | LAR | 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. | Business Objects | Publications | Pay History with Deducts | BP8508-02 | 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. | Business Objects | Publications | Pay History with Deducts | BP8508-02 | Payroll History Detail Universe | |
| EDW00130 - Cancellation Reconciliation Report | Business Objects | Publications | Pay History with Deducts | BP5059N | Payroll History Detail Universe | ||
| EDW00132 - SGIP Summary | Backup for GIP Fringe payment vouchers & ORP reimbursement. Reconcile to Masterpiece Fringe Totals | Business Objects | Publications | Pay History with Deducts | BP8535 | 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 | Business Objects | Publications | Pay History with Deducts | BP8535 | 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. | Business Objects | Publications | Pay History with Deducts | 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 | Business Objects | Publications | Pay History with Deducts | BP8536 | Payroll History Detail Universe |
| EDW00135 - Due to System | Business Objects | Publications | Pay History with Deducts | Payroll History Detail Universe | |||
| EDW00136 - Due to Due From | Business Objects | Publications | Pay History with Deducts | BP8557N | Payroll History Detail Universe | ||
| EDW00137 - Due to Due From - Gross Pay, Longevity and FICA | Business Objects | Publications | Pay History with Deducts | BP8558 | Payroll History Detail Universe | ||
| EDW00138 - Due to System - Retirement and Garnishments | Business Objects | Publications | Pay History with Deducts | Payroll History Detail Universe | |||
| EDW00140 - TRS - Due to / Due From | Business Objects | Publications | Pay History with Deducts | BP8529 | 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. | Business Objects | Publications | BP8612-01, BP8612-02, BP8612-03 | 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. | Business Objects | Publications | BP9227 | HR/Payroll Universes | |
| EDW00146 - Foreign Nationals | Business Objects | Publications | HR/Payroll Universes | |||
| EDW00154 - USAS expected reimbursement selected pay date | Business Objects | Publications | Pay History with Deducts | Payroll History Detail Universe | |||
| EDW00158 - Wage Utilization Percent Effort by Month | Business Objects | Publications | 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. | Business Objects | Publications | BP9999 | HR/Payroll Universes |
| EDW00163 - AAUP Report | Business Objects | Publications | HR/Payroll Universes | |||
| EDW00165 - Retirement Reconciliation - End of Month Report | Business Objects | Publications | Pay History with Deducts | Payroll History Detail Universe | |||
| EDW00167 - HCM Current Monthly Salary | Business Objects | Publications | HR/Payroll Universes | |||
| EDW00168 - HCM Default Costing Allocations Exception Report | Business Objects | Publications | HR/Payroll Universes | |||
| EDW00169 - Employee Benefits Timeline | Business Objects | Publications | Pay History with Deducts | Payroll History Detail Universe | |||
| EDW00170 - Costing Allocations Detail | Business Objects | Publications | HR/Payroll Universes | |||
| EDW00171 - Costing Allocations Employee Overview | Business Objects | Publications | HR/Payroll Universes | |||
| EDW00172 - Pay History Allowances | Business Objects | Publications | HR/Payroll Universes | |||
| EDW00177 - Retirement EOM Vendor Pay 01 | Business Objects | Publications | Pay History with Deducts | 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 ). | Business Objects | Publications | PREP Budget | 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. | Business Objects | Publications | PREP Budget | PREP Budget Universe | ||
| EDW00184 - Work Study Report | Business Objects | Publications | HR/Payroll Universes | |||
| EDW00185 - Grad Assistant Work Period Rollover | Business Objects | Publications | HR/Payroll Universes | |||
| EDW00186 - State Benefit Vouchers | Business Objects | Publications | Pay History with Deducts | Payroll History Detail Universe | |||
| EDW00188 - WCI Remittance Report | Business Objects | Publications | BP8522 | HR/Payroll Universes | ||
| EDW00192 - HCM Prep Compensation Review by PIN | Business Objects | Publications | PREP Budget | PREP Budget Universe | |||
| EDW00194 - HCM Errors on Expired-Deleted-Frozen Accounts | Business Objects | Publications | HR/Payroll Universes | |||
| EDW00195 - Payroll Detail by Pay Period | Shows payroll deduct and employer amounts per pay period and pay category | Business Objects | Publications | Pay History with Deducts | 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. | Business Objects | Publications | Pay History with Deducts | BP9219 | 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. | Business Objects | Publications | Pay History with Deducts | 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. | Business Objects | HR/Payroll Universes | ||
| EDW00206 - Employee Salary by Source | Report Employee Salary by Source - Phase 1 Budget | Business Objects | Publications | PREP 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 | Business Objects | Publications | PREP Budget | 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. | Business Objects | Publications | 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. | Business Objects | Publications | 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. | Business Objects | Publications | PREP Budget | 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. | Business Objects | Publications | Pay History with Deducts | Payroll History Detail Universe | ||
| EDW00214 - HCM Prep PBA Differences between active WD | A comparison of position and costing information between the PREP Budget Application (PBA) and Workday. The PREP Budget Application data is current within the hour and the Workday data is as-of last night. | This is used by staff involved in budget to identify differences between the PBA and Workday. This allows members to identify changes that were planned but not made within Workday, and therefore will not impact actuals. | Business Objects | Publications | HR/Payroll Universes,PREP Budget Universe,Budget Universe,Budget Partner | |
| 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. | Workday Custom | Payroll Partner,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. | Workday Standard | Absence Partner,Benefits Partner,Budget Partner,Compensation Partner,Compensation View Only,Department Head,Executive Approver,Faculty Partner,Graduate Studies Partner,HR Contact,HR Partner,Manager,Merit Partner,Payroll Partner,Recruiting Partner,Recruiting Partner View Only,Sponsored Research Services,Sponsored Research Services View Only,System Benefit Support,Timekeeper,Workers' Compensation Partner | |||
| 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 by HR staff 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 | ||
| Employee Compensation Details by Job Profile | View worker compensation for employees assigned to positions in selected job profiles as of a specified date. | 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,Merit Partner,Research Partner,Sponsored Research Services View Only,Workers' Compensation 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,Payroll Partner,System Benefit Support | ||
| 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. | Workday Custom | Compensation Partner,HR Contact,HR Partner,Talent Analyst,Talent Partner | ||
| 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 | ||
| Employee Working for Multiple Companies | Report displays individuals (by Employee ID) working for multiple Member Offices | Used to identify employees who may be applicable to System Regulation 33.99.06 Administration of Multiple Employment | Workday Custom | HR Partner,Payroll Partner | ||
| Employees and Retirees with Dependent Grandchildren | Shows all employees along with dependent information and benefits plans that have a Dependent Relationship Equal to Grandchild | Used by Benefit Partners to reach out to employees to re-certify their dependent grandchildren. | Workday Custom | BP3055 | Benefits Partner,System Benefit Support | |
| Employees by State | Produces report of employees living outside of Texas or in specified states for potential SIT withholdings | Used to identify any employees living outside of state to determine any potential State Income Tax implications | Workday Custom | BP3136 | Payroll Partner,Payroll View Only | |
| Employees Declaring Fund Transfer Outside US | View list of employees with Direct Deposit who answered 'Yes' to transferring funds outside of 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. | Workday Custom | HR Partner,Payroll Partner | ||
| Employees Missing SSN | Report of employees with no social security number on record | Workday Custom | HR Partner,Payroll 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. | Workday Custom | HR Partner,Payroll Partner,UIN Partner | ||
| 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. | Workday Custom | Benefits Partner,System Benefit Support | ||
| Employees Receiving County Funding or County Funding CSRS | The report returns a list of employees receiving county funding or county funding Civil Service Retirement Service (CSRS) and Year-to-Date amounts. | The users runs the report in December to correct taxable wage for these employee. | Workday Custom | 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. | Workday Custom | Benefits Partner,System Benefit Support | ||
| Employees Skipped ORP Onboarding Question | Report of active employees who have left the ORP Onboarding question blank. | 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. | Workday Custom | Benefits Partner,System Benefit Support | ||
| Employees Who Need Position Description Updates | The report shows manager acknowledgements from the performance review process | 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. | Workday Custom | Talent Analyst | ||
| 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. | Workday Custom | Compensation Partner,HR Contact,HR Partner,Payroll Partner | ||
| Employees with Approaching Employment End Date | Displays those employees with an Employment End Date on or before the specified date prompt. | Used to identify those employees who may need to be terminated. | Workday Custom | HR Contact,HR Partner,Manager | ||
| Employees with Duplicate Government IDs | This report will display employees' with multiple government IDs. It will display which government ID is duplicated along with the Issue and Expiration dates. | Workday Custom | Benefits Partner,HR Partner,Payroll Partner | |||
| Employees with FLSA Overtime Within Multiple Companies | Report shows those employees who earned FLSA overtime for multiple companies 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, the hours in the the two separate positions are combined for overtime purposes. | Workday Custom | Payroll Partner,Payroll View Only | ||
| Employees with no tax/no wage flag or Form 673 | List of employees with no tax/no wage flag or Form 673 | 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 | ||
| Employees with Temp SSN or Without SSN | List of active and terminated employees with either a temporary SSN or without an SSN | Used prior to W2 creation to catch employees who will not receive a W2 due to a lack of permanent SSN | Workday Custom | HR Partner,Payroll Partner,Payroll View Only | ||
| 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 retro terminate benefits. | Workday Custom | BP8030 | Benefits Partner,Benefits 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. | Workday Custom | Compensation Partner,HR Contact,HR Partner | ||
| Employment Demographics | View worker demographic details, such as age, gender, ethnicity, religion, and marital status, by organization. | Workday Standard | Faculty Partner,HR Contact,HR Partner,Research Partner | |||
| Empty Supervisory Organizations | Returns supervisory organizations that do not have positions (filled or vacant) or workers (employees or contingent workers). | This report can be used to audit supervisory organizations that are no longer in use. They need to be investigated to see if they need to be inactivated. | Workday Custom | Organization 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. | Workday Custom | Payroll Partner,Payroll View Only | ||
| Federal Tax Election for non-residents | Gives list of employees with Federal Tax withholding status of "Yes" | Workday Custom | Payroll Partner,Payroll View Only | |||
| 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. | Workday Custom | Benefits Partner,System Benefit Support | ||
| FICA Exempt Employees with FICA Deductions | This report is used to identify all FICA Exempt employees with a FICA balance. | 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. | Workday Custom | Payroll Partner | ||
| 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. | Workday Standard | 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 Workers | Lists workers and allows the user to filter on a variety of parameters, such as age, based on parameters such as age, employee type, location, etc. | Workday Standard | Compensation Partner,Department Head,Faculty Partner,Graduate Studies Partner,HR Contact,HR Partner,International Student Services (ISS) View Only,Manager,Research Partner,Talent Analyst,Talent Partner,Talent Partner View Only,Workers' Compensation 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 | |||
| 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. | Workday Custom | HR Partner,Payroll Partner | ||
| FSA Mid Year Changes | Follow-up Report for FSA mid-year changes and retro-calculations | To check FSA mid-year changes to ensure that the correct calculations have been taken. Workday bases the calculation on the event date regardless of when the change is made. TAMUS allows 60 days for the change, and several pay periods may have taken place before the change is actually made. This report can be checked to make sure the correct number of pay periods is displayed. | Workday Custom | Benefits Partner,System Benefit Support | ||
| 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 workers termination date is passed before processing a Retro on any of the included pay periods. | Workday Custom | Benefits Partner,HR Partner,Payroll Partner | ||
| 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. | Workday Custom | Talent Analyst,Talent Partner,Talent Partner View Only | ||
| 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,System Benefit Support | ||
| Hires for Department Heads | List of new hires for the Department heads to review | Allows Department Heads to view the new hires for their supported Sup Orgs and subordinates for a specified time period | Workday Custom | Department Head | ||
| Hiring Matrix | Displays job candidate information along with ratings and scores for a job requisition | Workday Custom | Manager,Recruiting Coordinator,Recruiting Coordinator View Only,Recruiting Partner | |||
| 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. | Workday Custom | Absence Partner,HR Contact,HR Partner,Payroll Partner,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. | Workday Standard | 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,International Student Services (ISS) View Only,International Tax View Only,Payroll Partner,Payroll View Only,Research Partner,Retiree Partner,System Benefit Support,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. | Workday Custom | Compensation Partner,HR Contact,HR Partner,Merit Partner | ||
| In Progress Merit Review Process - Search Employees | Return 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. The "Compensation Review Process Search Employees (Default)" only allows 500 records to be exported to Excel at a time. This makes the process very cumbersome for the larger Members. This report will be used to export all employees on the report output without limitations. | Workday Custom | Manager,Merit Partner | ||
| In Progress Payment Elections Requiring Submit TAMUS | Modified version of Payment Elections In Progress Requiring Submit report for Payroll Partners. This report prompts for Company and displays employees with pending Payment Elections | Used by payroll staff to see which employees have In Progress payment elections that still need to be processed | Workday Custom | Payroll Partner,Payroll View Only | ||
| Individuals Receiving Paper 1095-C Form | Report returns list of individuals who opted to receive paper 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 | ||
| Internal and External Candidate AAP - Job Application | 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. | Workday Custom | Recruiting Partner,Recruiting 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. | Workday Custom | HR Contact,HR Partner | ||
| ISS - Student Employee Terminations | For a given time period, displays student workers with VISAs who have undergone a termination worker event | Used to monitor foreign national employees and the payroll as it relates to payroll tax implications for foreign nationals | Workday Custom | International Student Services (ISS) View Only | ||
| ISS - Student Employees Hired or Paid | Monthly report for International Student Services to identify new employees on F-1 or J-1 visa. | Used to monitor foreign national employees and the payroll as it relates to payroll tax implications for foreign nationals | Workday Custom | International Student Services (ISS) View Only | ||
| Job Catalog | View a consolidated overview of job family groups, job families, and job profiles, including the assigned job codes, management levels, and job classification groups for each job profile. | Workday Standard | Compensation Partner,Compensation View Only,Faculty Partner,Graduate Studies Partner,HR Contact,HR Partner,Merit Partner,Research Partner,Sponsored Research Services View Only,Workers' Compensation Partner | |||
| 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. | Workday Custom | Compensation Partner,HR Contact,HR Partner,HR Partner View Only,Payroll Partner,Recruiting 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. | 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 | |||
| 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,System Benefit Support | ||
| Late Staffing Events | This report will find events handled via a passive event where the staffing event has happened in the past, and the event has been entered late. This means the 60-day window for employee enrollment is incorrect. | Benefit Partner 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. | Workday Custom | 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) | Workday Standard | 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 | ||
| 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. | Workday Custom | Absence Partner,HR Contact,HR Partner,Payroll Partner | ||
| Location Directory with County | Displays address, County name, and county code for a given location hierarchy. | Report can be run by Location or Company and will return the Location Directory, including the county name and county code. | Workday Custom | Benefits Partner,HR Contact,HR Partner,HR Partner View Only,Payroll Partner,Payroll View Only,Retiree Partner,System Benefit Support | ||
| Losing ORP Eligibility | This report will identify those who are losing eligibility for ORP, due to reduced percent effort or changing to a non-ORP eligible position within the first year of employment | Used by benefits to identify those employees losing ORP eligibility to ensure these employees transition to TRS. | Workday Custom | Benefits Partner,System Benefit Support | ||
| Manage Job Requisitions | Required Recruiting Dashboard Worklet. View all open, pending approval, frozen, and closed job requisitions. Details include job requisition and the total number of candidates who have applied. Also included are the days the requisition has been open, the requested completion date, the close date, and last recruiting stage. | Workday Custom | HR Partner,Manager,Recruiting Coordinator,Recruiting Coordinator View Only,Recruiting Partner,Recruiting Partner View Only | |||
| Manage Job Requisitions - Indexed | Optional Recruiting Dashboard Worklet. View all open, pending approval, frozen, and closed job requisitions. Details include job requisition and the total number of candidates who have applied. Also included are the days the requisition has been open, the requested completion date, the close date, and last recruiting stage. | Workday Custom | HR Partner,Manager,Recruiting Coordinator,Recruiting Coordinator View Only,Recruiting Partner,Recruiting Partner View Only | |||
| Missing Costing Allocation | The report returns positions without current Worker Position 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 allocation so they don't get paid by the FAMIS default accounts. | Workday Custom | 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 Partner,Payroll View Only | ||
| 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 | ||
| My Direct Reports Staffing History | View information related to all the staffing processes for your direct reports | Workday Standard | 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 | Report for employee's to know about any upcoming goal due dates | Used by the Employee to see any upcoming Goals about to come due | Workday Custom | Employee As Self | ||
| My Job Applications | Run as Employee As Self, and used in the Career Worklet, this report displays all of the 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. | Workday Custom | Employee As Self | ||
| My Recruiting Jobs | View a list of job requisitions, the number of active candidates and detailed information about the job requisition. | Workday Custom | Manager,Recruiting Coordinator,Recruiting Coordinator View Only,Recruiting Partner,Recruiting Partner View Only | |||
| My Save For Summer Balance | This report gives 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 | Workday Custom | Employee As Self | ||
| My Team's Performance Reviews | Provides a list of performance reviews for employees on your team | Workday Standard | 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. | Workday Custom | Absence Partner,Department Head,Manager | ||
| Name Change Report | Provides a list of all employees within a date range who have changed their legal or preferred name | Workday Standard | Benefits Partner,Compensation Partner,Faculty Partner,Graduate Studies Partner,HR Contact,HR Partner,Immigration Services for Faculty & Scholars (ISFS) View Only,System Benefit Support,Workers' Compensation Partner | |||
| 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 | Workday Custom | HR Partner,International Student Services (ISS) View Only,International Tax View Only,Payroll 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. | Workday Custom | HR Contact,HR Partner,Payroll Partner | ||
| New Hire/Promotion/Transfer Within 6 Months | Provides a list of employees with additional information based on their hire / promotion / transfer date | A list of new hires and additional information based on their hire date. The report can be run for a given date range, by organization and its subordinates. | Workday Custom | BP8020 | Compensation Partner,HR Partner,Payroll Partner,Payroll View Only,Talent Partner,Talent Partner View Only | |
| 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. | Workday Custom | Payroll Partner,Payroll View Only | ||
| Number of Candidates in a Given Timeframe | Provides a count of all candidates within the current fiscal year for each Supervisory Organization within the selected System Member. 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. | Workday Custom | Recruiting Partner | ||
| Number of Veterans Employment Preference Candidates in a Given Timeframe | Provides a count of candidates with Veterans Employment Preference in a given time frame for each job requisition. Users can drill into the data for more detailed information. | Used by Recruiting Partners to see candidate and recruiting status information for candidates with various Veterans Preferences. | Workday Custom | 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. | Workday Custom | Payroll Partner,Payroll View Only | ||
| Onboarding Status Summary | Returns hired workers within a specified effective date range and displays a summary of their onboarding status including steps not started, in progress, and completed. (Previously named Onboarding Status Summary - TAMUS) | Benefit Partner should run this report daily and reach out to individuals or departments holding up onboarding events. | Workday Custom | Benefits Partner,Department Head,Executive Approver,HR Contact,HR Partner,I-9 Partner,Manager | ||
| 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 | |||
| 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. | Workday Custom | Payroll Partner | ||
| 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. | Workday Standard | Payroll Partner,Payroll View Only | ||
| 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 | ||
| 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. | Workday Standard | 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. | Workday Custom | BP7055 | Benefits Partner,System Benefit Support | |
| ORP Newly Vested Employees | List of employees just newly vested for Optional Retirement Plan | Benefit Partner run the report and enter the ORP vested custom ID for employees reaching one year and one day from their original ORP enrollment. | Workday Custom | Benefits Partner,System Benefit Support | ||
| 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. | Workday Custom | BP7083 | Benefits Partner,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. | Workday Standard | BP5039, BP5060, BP5093, BP5064, BP8532, BP8537, BP8544, BP8546, BP8555 | 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 or zero net pay. | Workday Custom | HR Contact,HR Partner,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 | 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 | Displays any workers who made a payment election change during a designated 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 Costing | Returns costing for valid payroll inputs as of prompted effective date for selected 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. | Workday Custom | 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 | |||
| 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. | Workday Custom | Payroll Partner,Payroll View Only | ||
| 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 red flag in column "Audit - Off-balance Percentage" or an orange flag in column "Audit - Mismatched EE and ER Base Wage", and then make any necessary corrections to get the base wage and deductions back in balance. | Workday Custom | Payroll Partner,Payroll View Only | ||
| Performance Ratings Distribution | Lists the number of current performance ratings 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 | Workday Custom | Manager,Talent Analyst,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. | Workday Custom | Talent Analyst,Talent Partner,Talent Partner View Only | ||
| Performance Review Process (All) | The report will pull employee performance review in both complete and in progress status. | The report will return employee reviews in all statuses (for example, completed, in progress, canceled) within a date range in the specified companies. | Workday Custom | Talent Analyst,Talent Partner,Talent Partner View Only | ||
| Performance Review Process (All) - Most Recent Event | The report will return employee reviews in all statuses (for example, completed, in progress, canceled) within a date range in the specified companies. | Workday Custom | Talent Analyst,Talent Partner,Talent Partner View Only | |||
| Performance Review Process (Incomplete) | The report will return all in-progress employee reviews in the specified companies. | Workday Custom | Manager,Talent Analyst,Talent Partner,Talent Partner View Only | |||
| Performance Review Rating Report (Overall Rating of 1 or 2) | Provides a list of workers with a Manager overall rating of 1 or 2 | 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. Lists all Performance Reviews within the indicated review period start and end dates that have an overall rating of 1 or 2. | Workday Custom | Talent Analyst,Talent Partner,Talent Partner View Only | ||
| Performance Review Validation by Company/Employee Type | Employees by Company/Employee Type for Performance Review validation | Workday Custom | Talent Analyst | |||
| Position Metrics | Business Objects | Publications | Interactive Metrics | HR/Payroll Universes | |||
| Position Metrics by Month | Business Objects | Publications | Interactive Metrics | HR/Payroll Universes | |||
| 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. | Workday Standard | 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 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 | Workday Custom | Absence Partner,Absence View Only,HR Partner,HR Partner View Only,Payroll Partner,Payroll View Only,Time Tracking View Only,Timekeeper | ||
| 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. | Workday Standard | 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 | Workday Standard | 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,International Student Services (ISS) View Only,International Tax 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,Talent Analyst,Talent Partner,Talent Partner View Only,Time Tracking View Only,UIN Partner,Workers' Compensation Partner,Employee As Self | |||
| Proposed/Current Name Changes | Provides a list of employees who have changed their name with the current and proposed name listed with options to include in progress transactions and multiple name change types | Workday Standard | 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,Immigration Services for Faculty & Scholars (ISFS) View Only,International Student Services (ISS) View Only,International Tax View Only,Payroll Partner,Payroll View Only,Recruiting Partner,Recruiting Partner View Only,Research Partner,Retiree Partner,System Benefit Support,Workers' Compensation Partner | |||
| Reported Time | Allows the review of time entered and calculated including what time entry code or project was selected by the employee. | Workday Custom | TRNP0001, TRNP0011, TRNP0022, TRNP0009 | Department Head,HR Contact,HR Partner,Manager,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 | Workday Standard | Department Head,Executive Approver,Manager,Payroll Partner,Payroll View Only,Sponsored Research Services,Time Tracking View Only,Timekeeper | |||
| Retirees & Spouses over 65 not enrolled in Medicare | List of retirees and their spouses aged over 65 who are not enrolled in Medicare | For Retiree Partner to remind retirees over 65 to enroll in Medicare A&B. | Workday Custom | Retiree Partner,System Benefit Support | ||
| Retirees to Active Medical | Lists retirees returning to work in a position which makes them ineligible to remain on 65+, making them A&M Care primary | Working retirees who are working in a benefit eligible position and need to be moved to the RAAMP plan. | Workday Custom | Benefits Partner,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. | Workday Custom | Benefits Partner,Benefits View Only,System Benefit Support | ||
| 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 | |||
| Safety Incident Drill-Down | See Safety Incidents for your organizations by location, time submitted, worker, or manager | Workday Standard | Department Head,Executive Approver,Manager,Safety Partner,Sponsored Research Services,Workers' Compensation Partner,Employee As Self,Retiree As Self | |||
| 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 | Workday Custom | Safety Partner | |||
| Safety Incident Report by Incident Type | Shows safety incident information and status | The report is used by Management Office to view all active safety incident reports. | Workday Custom | Safety Partner | ||
| Salaried Timesheet Detail | The report shows time block details and time off details for salaried employees. | Used by Timekeepers to track salaried employees time details | Workday Custom | Timekeeper | ||
| Salaried Timesheet Detail with Time Off | Returns time block and time off details for salaried employees in TFS and TDEM. | It is used by Payroll Partners for TFS and TDEM only. Please ensure payroll calculation is initiated for the prompted time period before running. | Workday Custom | Payroll Partner | ||
| 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. | Workday Custom | Payroll Partner,Payroll View Only | |||
| Save For Summer Totals by Company and Employee | This report gives current Save For Summer (S4S) withholding balance by Company then an option to expand to see all employees with that withholding in that Company. | Workday Custom | Payroll Partner,Payroll View Only | |||
| SGIP Discrepancy | Displays any potential SGIP discrepancies where SGIP is paid when it shouldn't, or the worker is SGIP eligible and not receiving SGIP | 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. . | Workday Custom | Benefits Partner,Retiree Partner,System Benefit Support | ||
| Sick Pool Balance | This report shows active employees' hours donated to or granted from the sick pool. | This report shows active workers' additions and subtractions to the Sick Pool balance in the prompted organizations. Terminated employee information cannot be included in this report as currently built. | Workday Custom | Absence Partner | ||
| Spouse Life Exceeds Limit | Identifies situations where spouse life is higher than permitted (100% of OL for actives or 50% of Retiree OL for retirees) for DL Plan A. | Used by Benefit Partners to identify employees or retirees who are denied EOI and their spouse life exceeds the limit. Benefit Partner will manually correct by lowering the spouse life amount. | Workday Custom | Benefits Partner,System Benefit Support | ||
| State and Local Withholdings by Payment Date | View all workers with selected SIT/LIT deductions, pay groups and payment dates. For each deduction you can view the deduction amount per payment date and per state or locality. | 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. | Workday Custom | Payroll Partner,Payroll View Only | ||
| 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. | Workday Custom | Absence Partner,Absence View Only,Benefits Partner,Department Head,Faculty Partner,HR Contact,HR Partner,HR Partner View Only,Manager | ||
| Supervisory Organization missing Name/Code | This report displays Supervisory Organizations that do not have an Organization Code and/or Organization Name. | Typically run by Organization Partners so they can find supervisory org errors. | Workday Custom | Organization Partner | ||
| 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. | Workday Custom | HR Partner,Manager | |||
| Tax Filing Periodic Details | The report returns tax filing details for selected periods and pay groups. It includes complete and in progress pay calculations. | Workday Custom | BP8558, BP3174 | Payroll Partner,Payroll View Only | ||
| 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. | Workday Standard | BP3079-01, BP3079-02 | 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. | Workday Custom | Payroll Partner,Payroll View Only | ||
| 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. | Workday Custom | Benefits Partner,System Benefit Support | ||
| 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. | Workday Standard | BP1532 | 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 the "Texarkana AR-TX Border City Exemption Form". | Workday Custom | Payroll Partner | ||
| 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,Time Tracking View Only | |||
| Time Off Balance - TAMU | The report 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". | Workday Custom | Absence Partner,Absence View Only | ||
| Time Off Balance for Terminated Employees | Returns time off balance for terminated employees. | This report can be used to track time off balance for terminated employees. If terminated employees have positive time off balances, Benefit staff or HR staff may want to take some actions. for example, vacation time needs to be paid out, sick time can be donated to sick pool. | Workday Custom | Absence Partner,Absence View Only,HR Partner | ||
| 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. | Workday Standard | 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 | Workday Standard | 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 | Workday Standard | 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. | Workday Custom | 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. | Workday Custom | 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. | Workday Custom | Recruiting Partner,Recruiting Partner View Only | ||
| Time Tracking Details | Displays time tracking information for all active employees | Workday Custom | HR Contact,Payroll Partner,Payroll View Only,Time Tracking View Only,Timekeeper | |||
| TRS Annual Statement | For a specified Payment Date range, returns a worker's TRS and TRS9 FYTD Employee and Employer Contributions 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. | Workday Custom | HR Partner,Payroll Partner,Payroll View Only,Employee As Self | ||
| TRS Annual Statement | For a specified Payment Date range, returns a worker's fiscal year to date TRS Employee Deductions and Covered Wages. | Workday Custom | HR Partner,Payroll Partner,Payroll View Only,Employee As Self | |||
| TRS Hire on the last day of the Month | Shows employees who are TRS eligible and are not enrolled in TRS | To do a manual override "manual input" for TRS to take the percentage of salary for the month in which the employee was hired. | Workday Custom | Benefits Partner,System Benefit Support | ||
| 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 | ||
| 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. | Workday Custom | Absence Partner,HR Partner | ||
| 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. | Workday Custom | HR Partner,Recruiting Coordinator View Only,Recruiting Partner View Only | |||
| View All Positions | The View All Positions report provides information for position management Supervisory Organizations only. User may include open, frozen, and filled Positions as well as specify an effective date to include Positions available in the future. Closed Positions are not available. | Workday Standard | 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 | |||
| View Check Register | Returns details for checks that are used for a payment. | Workday Custom | BP5038 | 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). | Workday Custom | BP5018B | Payroll Partner,Payroll View Only | |
| View Open Enrollment After Submission | Viewable in the Benefits worklet to show employees their benefits election information. Employee must have clicked Submit on their open enrollment elections to see information within this report | 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 | ||
| View Open Positions | View a summary of open positions in an organization. Details include the organization, manager, position group, earliest hire date, position count, and number of pre-hires. Note: A position will be excluded if the position is Unavailable to Fill. This state is a result of a future availability date, BP In Progress against it (i.e. job requisition, comp change, etc.), or future termination of position incumbent. | Used to audit the total number of available positions and hours, as well as the number of pre-hires for each position. | Workday Standard | BP8034 | 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,Workers' Compensation 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 | |||
| View U.S. Employment Verification Status | View employment authorization status and details for a worker. | Workday Standard | 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 | Workday Standard | BP3079-03 | 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. | Workday Custom | Payroll Partner,Payroll View Only | ||
| View W-2C Form Data | For a given tax year, the report gives previously reported and current information for a corrected W-2. | A W-2C is created to correct any value included in a W-2 that has already been submitted to the Social Security Administration (SSA). This report will list the W-2Cs that have been generated so that one can verify that the employee has access to the information in Workday. | Workday Standard | Payroll Partner,Payroll View Only | ||
| Visa Changes for International Tax | 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. | Used to identify when a visa change event has been completed within a time period for use by the International Tax Role to evaluate any change in payroll taxation requirements. | Workday Custom | International Tax View Only | ||
| W-2 Preview | Preview data that will be populated to the W-2s. | Workday Standard | BP9170N | Payroll Partner | ||
| Withholding Order Details | The report returns employees with worker withholding orders deductions (includes student loan, bankruptcy order, court orders, and tax levy) | Workday Custom | 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. | Workday Custom | Benefits Partner,HR Partner,Payroll Partner | ||
| 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). | Workday Custom | Payroll Partner,Payroll 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. | Workday Custom | 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 | Workday Standard | 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,International Student Services (ISS) View Only,Manager,Research Partner,Sponsored Research Services,System Benefit Support,Workers' Compensation Partner | ||
| 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 and to ensure employees are up to date with those required certifications. | Workday Custom | Manager,Talent Analyst,Talent Partner,Talent Partner 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 employees personnel file. | Workday Custom | Manager,Talent Analyst,Talent Partner,Talent Partner View Only | ||
| Workers Changing from Basic Life to Alternate Basic Life Need EOI | Displays employees or retirees moving from Basic Life to Alternate basic Life | Benefit Partner use the report to identify employees who require EOI in order to enroll ABL and will need a paper form. | Workday Custom | Benefits Partner,System Benefit Support | ||
| 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 | Workday Standard | 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 | Workday Standard | 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. | Workday Custom | I-9 Partner | ||
| Workers with Additional Jobs | A report to display 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 | Workday Custom | Compensation Partner,HR Contact,HR Partner | ||
| 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 | Workday Custom | Absence Partner,Benefits Partner,Faculty Partner,HR Contact,HR Partner,I-9 Partner,I-9 Processor,Payroll Partner,Retiree Partner,System Benefit Support | ||
| 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 | Workday Custom | Absence Partner,Benefits Partner,Faculty Partner,HR Contact,HR Partner,I-9 Partner,I-9 Processor,Payroll Partner,Retiree Partner,System Benefit Support | ||
| Workers with VISAs | This report will show workers with Visas within prompted organizations. | The report can be used to get worker's visa information. It can be specifically used by International Student Services office to check visa status for active student employees at end of each semester and compare against graduation records. | Workday Custom | Benefits Partner,HR Partner,I-9 Partner,International Student Services (ISS) View Only,International Tax View Only,Payroll Partner | ||
| Working Retirees Leaving Employment | Shows Retiree-active employees with a terminate job change event between a specified 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 peek volume of termination and job change. | Workday Custom | Benefits Partner,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. | Workday Custom | BP5039, BP5060, BP5093, BP5064, BP8502-01, BP8532, BP8537, BP8544, BP8546, BP8555 | 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. | Workday Custom | Payroll 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. | Workday Custom | Payroll Partner,Payroll View Only,System Benefit Support |