Payroll Learning Hub
Our Hub page brings Payroll content from across our site in to one central location. Use the tabs below to find specific learning materials.
| Title | Summary |
|---|---|
| Can I change my payroll deductions, direct deposit and tax withholdings in Workday? | Yes. Workday lets you view and change information about your payment elections. |
| Can I see my paychecks in Workday? | Yes. Workday calls paychecks payslips. You can view and print a copy of your payslip. |
| Can I set up multiple payroll direct deposit accounts? | Yes. Employees can create up to five direct deposit accounts for their payroll earnings. |
| Title | Summary |
|---|---|
| Add Payroll Input by Worker | The various processes for a Payroll Partner to make a payroll input for an existing on-cycle payroll for a worker |
| Assign Pay Group | The process for a Payroll Partner or Payroll Administrator to assign a pay group to an Employee in Workday |
| Change No Retro Prior to Date | The process for a Payroll Partner to change a worker’s No Retro Prior to Date |
| Complete Your W-4 (Onboarding) | This job aid outlines the steps for an Employee to complete their Federal Tax Election Form W-4 in Workday during the onboarding process |
| Copy Withholding Orders for Workers | The various processes for a Payroll Partner to copy a withholding order from an existing order for a worker |
| Correct ORP Employer Contributions | The process for a Payroll Partner to correct Optional Retirement Plan (ORP) Employer Contributions when an Employee moves from ORP to Teacher Retirement System (TRS) |
| Edit Your W-4 | This job aid outlines the steps for an Employee to edit their Federal Tax Election Form W-4 in Workday |
| Identifying Emoluments When Employee Is Not Paid | The activities for a Payroll Partner to identify emoluments on the current payroll when the Employee is not being paid |
| Maintain Worker Tax Treaties | The process for a Payroll Partner to enter and manage tax treaties for an employee |
| Managing Off-Cycle Payments | Provides an overview of the various types of off-cycle payments that are possible in Workday and the process used to complete those payments |
| Managing Your Bank Accounts | The process for an Employee to add an additional bank account for use when electing direct deposit for payment and how to edit existing bank accounts in Workday |
| Model My Pay | |
| My Save for Summer Balance Report | How to run the My Save for Summer Balance report in Workday for Faculty |
| Processing Error on Reversal | Provides guidance to Payroll Partners for completing a Reversal for a Retro Assign Pay Group event in Workday |
| Record US Withholding Order for Workers | The various processes for a Payroll Partner to record a withholding order for a worker |
| Title | Summary |
|---|---|
| Retro Event and End of Year Tax Reporting Workshop | In this workshop, we discussed the overall payroll process and the major part Retro plays in this process. |
| Title | Summary |
|---|---|
| Costing Allocations | This guide provides a brief overview of the Assign Costing Allocations business process |
| Deduction Recipients | The purpose of this reference guide is to outline the procedure to follow when a system member needs to request the creation of a Deduction Recipient for a Withholding Order that needs to be entered in Workday |
| Managing Payroll Inputs | Outlines the necessary background information for a Payroll Partner to add a Payroll Input in Workday |
| Payroll Reversals in FAMIS | The purpose of this guide is to provide further information on the accounting impact of payroll reversals. Work with your payroll accountant to complete the entire process |
| Processing Arrears in Workday | Describes the basic tools and understanding of how Arrears are processed within Workday |
| Reading Your Workday Payslip | This guide provides an overview of the various components typically found on a payslip generated by Workday so you can use this data to make important decisions relating to payroll, insurance, and other benefits relevant to your employment |
| TRS Rate Change Analysis Report | Provides details on how to use the custom report to analyze retro events that are impacted by the TRS rate change and require manual adjustments going forward |
| Understanding the Pay Cycle Event | Provides guidance and control of the production of the monthly and biweekly payrolls |
| Understanding Your Wage and Tax Statement (W-2) | The purpose of this guide is to provide a basic overview of the W-2 and the various calculations used to provide the data Employees see in each box |
| Using Academic Pay Periods | This guide provides an overview of Academic Pay Period, guidelines for how they should be used in Workday and guidelines for when needing to make changes to Academic Pay Periods for active Employees |
| Title | Summary |
|---|---|
| Model My Pay | This video outlines the process for an employee to view an estimation of pay after applying hypothetical changes to taxes, earnings, and deductions. |
| Net Funding Calculator | This video shows you how to use the Net Funding Calculator. Costing Allocations in Workday are percent based. This calculator will help you determine the impact on the dollar amount to cost centers when costing allocations are made for a position. |
| Payroll Cost Transfer | This video shows you how to complete a Payroll Cost Transfer (PCT), previously referred to as payroll correction, in Canopy. The basic functionality will be explained and demonstrated. |
| Title | Summary |
|---|---|
| Costing Allocations in Workday | Join us as we provide a basic introduction about the concept of costing allocations in Workday. This webinar will cover scenarios for adding and updating costing allocations in different business processes. |
| Payroll Reversals | Overviews the Payroll Reversal task, provides a demonstration of the process and discusses important details such as impacts to FAMIS |
| Preparing for Year End 2022 | Previews the keys to a successful Year-End, including planning, preparation, analysis, and ensuring to complete adjustments and corrections within a specified timeline. Also covers Workday tools and a timeline of event deadlines for entries that support the creation and publication of W2s. |
| Preparing for Year-End | Reviews the Termination and End Additional Job business processes and best practices for selecting reasons, closing the position, and designating eligible for rehire or not, and reports for insight into terminations and vacant positions. Also reviews actions that touch payroll such as paying out vacation balances and death benefits. |
| Processing Arrears in Workday | Provides a general view of how arrears impacts Payroll processing. |
| Processing One-Time Payments and Work Period Changes | Overview on how to make sure to process one-time payment requests on time for payroll and what are the best practices. The options available to process one-time payments. Selecting an annual work period from list of options available and different scenarios for annual work period updates for both new hires and existing employees with extensions. |
| Workday Area | Release Notes | Release Date |
|---|---|---|
| Payroll | The IRS Annual Contribution Limit (TDA+ORP) increased from $61,000 to $66,000 for Fiscal Year 2023 per System Benefits Administration | 11/3/2022 |
| Payroll | The Internal Revenue System (IRS) W-2 file integration now includes North and South Carolina specific state layouts for automatic processing | 1/12/2023 |
| Payroll | The existing Childcare Reimbursement Earning is renamed to Dependent Care Reimbursement/Allowance and available to use as a One Time Payment or Allowance | 1/12/2023 |
| Benefits | A "Pay Frequency Benefit Event Needed" report is now available for benefits and payroll roles | 2/2/2023 |
| Payroll | Model My Pay has been enabled for use for Employee as Self | 2/2/2023 |
| Payroll | The To Do: Review Reports for Payroll in the Pay Cycle Event business process has been removed | 3/2/2023 |
| Payroll | The Payment Election Enrollment Event business process has been updated to include instructions regarding employee responsibilities | 3/2/2023 |
| Payroll | Employer Paid Expenses Costing Allocations Defaults are now available based on member selection | 3/2/2023 |
| Report Name | Description | Usage |
|---|---|---|
| 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. |
| 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. |
| All Contingent Workers | Provides a list of all contingent workers | Used to identify all contingent workers |
| All Worker Time Off | Returns all time off entries for active and terminated workers in prompted organizations where the worker's time off date falls on or within the specified date range. | View all your workers and their approved, pending, and denied time off requests to track the history and status of all time off requests either by date requested off or the date the time off was entered. Recommend running this report to pull by date entered for rule compliance review, for example, any requests for more than 3 days of sick time that would require FMLA documentation sent? Any use of unpaid time off when paid time off balance exists? Any FMLA requests entered for employees that do not have FMLA paperwork on file? Any FMLA absences that are missing the concurrent FMLA time off entry? Are all local/system member practices being followed? Run this report to pull by the date for which the time off is requested to ensure all time offs are approved for the pay period currently being processed. Use prompt "Include Terminated Workers" to see time off entries for terminated employees especially for hours donated to the sick pool which is mostly done by employees prior to their termination. |
| Annual Term Months (Filled Positions) | Returns positions and associated details in the prompted Company, grouped by the number of months in the annual work period. | Used on the HCM Executive Dashboard to return counts of positions, grouped by the number of months included in the positions' annual work periods. |
| Annual Turnover by Company | Returns annual turnover rate for the specified company. | Used for turnover analysis for specified organization. |
| 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. |
| 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. |
| 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. |
| Audit - Job Change with No Change to Allowance Plan | Returns employees who changed jobs during the prompted date range but allowance plan(s) were not changed. Use the list to research if a change that should have been made was missed. | This report can be used to research if a change to the allowance plan that should have been made was missed. |
| Audit - Legal Name for Print Check Exceeds 35 Characters | Returns workers with legal names exceeding 35 characters. | Used by payroll personnel to determine which worker names are longer than 35 characters because Payformance check printing software cannot print a name longer than that. |
| Audit - Negative Wages or Tax (by Worker) | For a given tax year, quarter, and Company, returns any workers who had negative wages and the associated deduction that is negative. | |
| Audit - ORP Max Wage Limit | Returns employees who reached max wage limit for ORP and are not grandfathered. | Payroll offices need to run the report after each payroll completes then run Maintain Payroll Limit Override task for employees listed before next payroll is initiated to prevent retro from taking a deduction for ORP. |
| 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. |
| Audit - Retro Payroll Results with Gross Up Pay Components | Returns retro entries that will not process due to a Gross Up Pay Component. | Used by Payroll personnel to identify one-time payment retro results with gross up pay components. Payroll results with gross up components will show the retro events as supported and processed, but the retro difference will be a zero. This causes employees not to receive the one-time payment in a timely manner. |
| Audit - Temporary Casual Employee Staffing Events | Returns hire, add additional job, or change job events for temp/casual employees. | used by HR, Benefits and Payroll to monitor when Temporary/Casual employee types are nearing the maximum 4.5 months before benefits eligibility should be evaluated. |
| Audit - Terminations with Current Allowance Plans | Returns employees that were terminated with an open-ended allowance plan. | This report can be used to audit terminations with an open-ended allowance plan. To prevent terminations receiving allowances after termination or when they are rehired into Texas A&M System, investigate if an end date is appropriate for the allowance plan. |
| 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. |
| Audit - Worker Compensation and Default Compensation | Returns compensation information for vacant and filled positions so Budget Services can review this with the budget detail in FAMIS. | Used to compare differences in workers' actual compensation and their positions' default compensation. |
| 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. |
| 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. |
| 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. |
| 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 |
| Biweekly Payroll Review | Returns payroll results and details for bi-weekly employees in the prompted Company and Periods with the prompted Payroll Calculation Status. | Used by payroll personnel to review payroll results and details for biweekly employees. |
| 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. |
| Business Process Cycle Times | View various statistics related to business process cycle times within the From/To period specified. | The report can be used to determine whether transactions are running efficiently and whether the structure of your organization’s hierarchy, role assignments or personnel are impacting the execution of workflows. The report provides various statistics related to business process cycle times for your Company using the organization prompt, and within the From/To period specified for specified business processes. Enables you to see the business process type, number of processes for the associated type, average process time (in days), and average step time (in days). For a given business process type, you can also view a 12-month chart that shows average completion time and other related data for all transactions so you can compare your Company efficiency to system-wide statistics. Use the drill to detail feature to view specific transaction events, steps and users taking action on each step to have a more comprehensive view of efficiencies and where additional training or user resources could be helpful within your organization. |
| 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. |
| Business Process Events - Worker Compensation Details | Detail report for Business Process Events. Returns all details for compensation events on workers. | Used to view detailed information specific to compensation business process events |
| Business Process Events - Worker Staffing Details | Detail report for Business Process Events. Returns all details for staffing events on workers. | Used to view detailed information specific to staffing business process events |
| Business Process Events Awaiting Action by Security Group | Returns business processes awaiting action in the prompted Company, security group, and date range. | Used by personnel to manage and monitor business processes awaiting action and reduce the time it takes to complete business processes. |
| Business Process Milestone Audit - Hire | Returns average days between each milestone step for Hire business processes in specified companies. | Used for business process milestone analysis to know the average days between each milestone step. |
| Business Process Milestone Audit - Request Compensation Change | Returns average days between each milestone step for Request Compensation Change business processes in specified companies. | Used for business process milestone analysis to know the average days between each milestone step. |
| Business Process Milestone Audit - Termination | Returns average days between each milestone step for Termination business processes in specified companies. | Used for business process milestone analysis to know the average days between each milestone step. |
| Business Process Transactions of Type Awaiting Action | Returns details about business process transactions awaiting action, including the awaiting person and number of days elapsed since the due date. | Used to identify bottlenecks in business process transactions. |
| 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. |
| Check Register by Supervisory Organization | Returns check details for Payees in the specified organization. | This is a modified version of report "View Check Register". It can be run by Supervisory Organization so Payroll staff can pull a list of all paper checks printed for a supervisory organization and its subordinates. This would help them to track paper checks and make sure they are correctly distributed. |
| Company W-2 Audit | For a Company, report includes summary numbers for a given tax year. Worker counts, number of those receiving paper, amounts for each box including state and local income tax paid. | Prepare for W-2 processing |
| Compare Reported and Scheduled Hours | View the difference between the reported and scheduled hours for the workers in your organization(s) by week for a specified date range. | Used to identify if workers reported fewer or more hours than scheduled. |
| 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 |
| Compensation Allowances with Annual Work Period | Returns positions with allowance plans in prompted organization including annual work period, allowance plan details, worker position earning costings. | The report will be used by HR/Compensation/Payroll staff to identify annual work periods to manage worker's allowance plans. If allowance end date and annual work period end date are different, need to research if allowance end date should be adjusted. If the regular salary or regular hours are used as earnings on costings of worker position earning level, it needs to be addressed since earning type of Regular Salary and Regular Hours are no longer supported on worker position earning level. |
| 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. |
| 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. | |
| Compensation Spreadsheet | Provides an overview of all compensation information for a specified organization. | Used by Compensation Partners who need to see the compensation information for all the employees they support at once. |
| 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. |
| Costing Allocations for Worker Position | Displays worker position allocation details for a specified company, position, and/or worker as of an Effective Date. | View labor costing override information for workers, including the start and end dates of an override, the override values, distribution percentages (if a worker's earnings are split between multiple regions or cost centers), and the last allocated instance in a group of cost splits. This data overrides the position restriction costing for a position. Current and future overrides are listed here. |
| Court Ordered Deductions not Taken | Returns employees whose deduction amount was not equal to their court ordered deduction amount for a specified pay period. | Used to identify and review instances where an employee's actual deduction amount was not the same as their court ordered deduction amount. |
| Current Worker Detail Report | Returns organization, compensation, and position-specific details for workers in the prompted Organizations. | Used by personnel to view specific details about workers, including their hire dates, job data, organization characteristics, compensation plan, and salary. |
| Earnings and 1042-S Wages by Company | Sub-report for Tax Treaty Exemption Amount for 1042-S. Returns worker's YTD 1042-S subject wages for income code 18/19/20, and total earnings by company. | ​Sub report for report "Tax Treaty Exemption Amount for 1042-S". |
| 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. |
| Employee Academic Pay Settings by Organization | This report provides a listing of employees by organization including all their positions' academic pay settings, compensation plan assignments, annual base pay amounts, and pay group assignments with pay frequency. | Used to find position academic pay settings, compensation plan assignments, pay group assignments with pay frequency, and related details. |
| Employee Academic Pay Settings by Organization – Base Pay | This report provides a listing of employees by organization including all their positions' academic pay settings, base pay assignments, annual base pay amounts, and pay group assignments with pay frequency. | Used to find position academic pay settings, compensation plan assignments, annual base pay amounts, and pay group assignments with pay frequency. |
| Employee Citizenship and Visa Status | Returns citizenship, nationality and visa status for employees in prompted organization to ensure there are not missing visas or work authorizations. | This report is used to find employees with expired visas and/or work authorizations. Depending on report output, personnel may need to obtain updated documents from employees. |
| 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. |
| Employee Non Benefit-Related Additional Data Answers | Returns employees' privacy flag, direct deposit declaration, and state veteran's preference. | Used to see employees' answers to non benefit-related questions regarding privacy, direct deposit declaration, and state veteran's preference. Can be used to monitor appropriate responses and verify compliance. |
| Employee Position Last Payment Date | Returns filled positions and their associated last payment details, such as payment period, gross pay, etc. | Used to return positions with employees in them that may need to be terminated based on the prompted number of days since the last payment date. |
| Employee Public Access Choice | Returns current and former employees' public access choice. | Used by member HR offices to review employees who manually changed their Public Access Choice from the default value (Do Not Allow Access) to Allow Public Access and provide guidance to employees of the state-entitled protection afforded in open records requests. |
| 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. |
| Employee Work Contact Address Information | Returns employees' work addresses and usages. | Used to view workers' work contact information, flexible work arrangements, and address usages. |
| Employee Working for Multiple Companies | Report displays individuals (by Employee ID) working for multiple Companies. | Used to identify employees who may be applicable to System Regulation 33.99.06 Administration of Multiple Employment. |
| Employees by State | Returns employees living outside of Texas or in specified states for potential State Income Tax withholdings. | Used to identify any employees living outside of state to determine any potential State Income Tax implications. |
| Employees Declaring Fund Transfer Outside US | Returns list of individuals who have indicated to transfer all funds outside of the US. | State guidelines require us to disallow direct deposit for individuals who answered 'Yes' to transferring funds outside of US. This report helps to identify those individuals. |
| Employees in Multiple Positions with FLSA Overtime | Returns employees in multiple positions who earned FLSA overtime for a specified pay period. | Used to identify employees who may be applicable to System Regulation 33.99.06 Administration of Multiple Employment. Regulation states that nonexempt employees that work in two or more system positions are combined for overtime purposes. |
| 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. |
| Employees Receiving County Funding or County Funding CSRS | Returns a list of employees receiving county funding or county funding Civil Service Retirement Service (CSRS). | The users runs the report in December to correct taxable wage for these employee. |
| Employees with Additional Jobs | Returns the primary and additional job of workers, displaying name, UIN, position ID, position title, FTE%, Annual work period, supervisory organization, compensation plan (hourly or salary). | Used to identify employees who may be applicable to System Regulation 33.99.06 Administration of Multiple Employment |
| Employees with Annual Work Period Ending May 31 through August 31 | Returns employees within prompted organizations who have positions with Annual Work Period ending May 31 through August 31. | This report is used to remind departmental processors of who may need to be terminated. It will show all employees within prompted organizations who have positions with Annual Work Period ending May 31 through August 31. Does not include employees with 12 month Annual Work Periods. |
| Employees with Duplicate Government IDs | This report will display employees' government IDs if they have any types of duplicate IDs. | Used to determine which employees have multiple custom IDs of the same type and whether these IDs have expired. |
| Employees with no tax/no wage flag or Form 673 | This report will display all active employees with one of the following criteria: No Wage/No Tax Flag, or IRS Form 673. Report can be run for all employees or by company. | This report will monitor employees that have the "No Tax No Wage" flag checked. This flag will be used for "XN" (Exempt National) to prevent taxes from being deducted, reported or remitted along with taxable wages. |
| Employees with Temp SSN or Without SSN | This report lists employees who have a temporary or missing Social Security Number in Workday. | Used prior to W2 creation to catch employees who will not receive a W2 due to a lack of permanent SSN. |
| 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. |
| 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. |
| Federal Tax Election for Non-Residents | Returns non-residents' federal tax withholding statuses in the prompted Companies. | Used to obtain a list of employees taxed as non-resident aliens (NRA's). |
| FICA Exempt Employees with FICA Deductions | Report returns both active and terminated workers who were FICA Medicare or OASDI exempted with their year-to-date FICA tax deduction amounts. | Payroll people will use the report to clean up any Exempt employees with a FICA balance. Report displays all active and terminated workers with FICA Medicare and FICA OASDI Exemptions along with their year-to-date tax deduction amounts. |
| Form I-9 Process Status | Provides a count of form I-9 business processes in various statuses | |
| 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. |
| Future Terminations with Completed Pay Calculations | Returns workers whose termination date is equal to or greater than prompted date, and has a completed payroll result in prompted company and payment date range. | Before entering Retro transactions, use this report to identify any workers with a future-dated termination and their associated completed pay periods that will require a workaround in order to process the Retro. The workaround is to wait until the worker’s termination date is passed before processing a Retro on any of the included pay periods. |
| Headcount by Month | Returns the ending headcount by month (total active employees as of the last day of each month). | Can be used to return headcount for each month. Refer to the report to get the headcount used in turnover rate calculation. |
| 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. |
| 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. | |
| In Progress Payment Elections Requiring Submit TAMUS | Returns employees with pending payment elections. | Used by payroll staff to see which employees have In Progress payment elections that still need to be processed |
| 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. |
| 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) |
| 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. |
| Location Directory | Returns the Location directory including the public phone numbers, primary addresses, county name, county code and Location attributes. | Report can be run by Location or Company and will return the Location Directory, including the county name and county code. |
| Longevity Overpayment Due to Unpaid Time Off | Returns employees who received or will receive longevity pay but were in Unpaid Time Off status on the first working day of the month. | Used by Payroll office to audit longevity payments. |
| Milestone Analysis for Onboarding | Returns average days between each milestone step for Onboarding business processes in specified companies. | Used for business process milestone analysis to know the average days between each milestone step. |
| Missing Marital Status in State Withholding Election | Returns employees who missed completing the marital status in state withholding election. The marital status is required in state withholding election for certain tax authorities. | Run this report to get employees who missed completing marital status for state withholding elections if the marital status is required. |
| 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. |
| Monthly Payroll Review | Returns payroll results and details for monthly employees in the prompted Company and Periods with the prompted Payroll Calculation Status. | Used by payroll personnel to review payroll results and details for monthly employees. |
| My Save For Summer Balance | Returns the current Save For Summer ( S4S ) Balance for an employee. | Used by the Employee to see what (if any) Save For Summer balance they may have. |
| Name Changes | Return workers who have a name change event that changed prefix, first name, middle name, last name or suffix during a specified completion date range. | This report can be used to track employees' name changes. |
| 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 |
| 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. |
| New Hire/Promotion/Transfer Within 6 Months | Returns hires, promotions, transfers, and add additional job business processes in the prompted company and date range. | Used to view new hires and additional information based on hire date. The report can be run for a given date range, by organization and its subordinates. |
| 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. |
| 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. |
| Onboarding Not Started for Benefit Eligible Employees | Returns benefit-eligible employees whose hire effective date is in the prompted date range, but has not started the onboarding process. | Used to send alerts to Workers, HR Contacts, Managers, and Payroll Partners, notifying them that it has been three days since a Worker's hire effective date, but the onboarding process has not begun. |
| One-Time Payment History | Provides an account of all One-Time Payments made for employees of a specific supervisory organization | |
| One-Time Payments | Returns employee's one-time payment details in a specified date range and organization. | This report provides the details associated with one-time payments made to employees. |
| One-Time Payments Pending Approval | Returns employees with one-time payments that have been in pending status for more than 5 days. | Used as an alert report to remind approvers to approve pending one-time payments timely before the payroll run. |
| 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. |
| 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. |
| 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. | |
| 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. | |
| Pay Calculation Results For a Period | Returns payroll results, positions and costing allocations for employees in certain organizations and pay periods. | Use this report to check employee's pay information before payroll calculates, including employee's position, gross/net amount, and costing allocation. Also use the report to audit zero gross pay, zero net pay, or missing social security numbers. |
| Pay Calculation Results for a Period with SSN | Returns payroll results and journal entry information for employees for a specified pay period. | Use this report to check employee's pay information before payroll calculates, including employee's position, gross/net amount, and costing allocation. Includes the workers' social security numbers. |
| 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. | |
| 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. | |
| Pay Frequency Benefit Event Needed | Returns employees who may need a pay frequency benefit event based on their most recent staffing event. | Used by Benefits and Payroll personnel to identify which employees have mismatching pay frequencies when comparing their current benefit group with the benefit group associated with the most recent staffing change. |
| Pay Group does not match company | The report returns payroll results that the company and pay group do not match on the results. | |
| Pay Result for Tax Reconciliation | Returns pay result lines including gross pay, emoluments, pre-tax deductions, post-tax deductions, tax treaty subject wages, and employee taxes for reconciling tax filing. | Used to reconcile pay result lines for tax reporting purposes. |
| Payment Election Changes | Returns employees who made a payment election change during the prompted time period. | Used to validate any payment election changes made by employees during a specified time period |
| Payroll Audit Exception Summary | Returns audit exceptions with the status needs review, in-progress, resolved pending re-audit, resolved, and no action required. | Used by payroll personnel to review and resolve audit exception items before the upcoming payroll cycle. |
| Payroll 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. | |
| Payroll Input by Batch ID | View consolidated payroll input for a particular source/batch. | Used to review batch input and identify data that may have been entered/loaded in error. |
| Payroll Input by Batch ID and Company | Returns payroll input details for a particular source/batch in specified company. | Used to review batch input in a specified company and identify data that may have been entered/loaded in error. |
| Payroll Input Costing | Returns costing for valid payroll inputs as of prompted effective date for selected pay component(s), organization(s) or worker(s). | The report will be used to identify payroll inputs with missing or incorrectly set-up costing allocations. Also use the report at month-end to help reconcile accounts and for budget purposes. |
| Payroll Input Not Processed | This report will allow the user look for pay input entries that never got processed through to a payroll result (for whatever reason). This would be run after the payroll calculation was complete for a pay period but before the complete was run. | |
| Payroll Reconciliation (Results/Payments) | Returns summary totals for workers, payroll results (gross/net), and payroll payments (payment type, not yet settled) for the specified period and pay groups/pay run groups. | Used by payroll personnel to review payroll reconciliation details such as check amount, direct deposit amount, etc. for the specified periods and pay groups. |
| Payroll Results Accounting Summary | Returns summary values by ledger account for payroll actuals for the specified period and pay groups/pay run groups. | Used by payroll personnel to review payroll actuals for the specified periods and pay groups. |
| Payroll Results Period Trending | Returns payroll result summary amounts (gross/net) and counts (results) for the specified period plus additional number of prior periods (as selected) and pay groups/pay run groups. | Used by payroll personnel to review payroll result details for the specified periods (and selected number of prior periods) and pay groups. |
| Payroll Results Status | Returns payroll result status counts for the specified period and pay groups/pay run groups. | Used by payroll personnel to review which payroll results are in progress, require re-calculation, are waiting to pick up the retro difference, or are complete for the specified periods and pay groups. |
| Payroll Retro Changes for Group of Workers | Retroactive changes for selected pay periods. | |
| 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.) | |
| Percent Based Calendar Year Deductions | It gives year-to-date employee deduction amounts, employer contribution amounts, associated wages and calculated percentage for Medicare, OASDI, and Additional Medicare Tax. | This report will be used by Payroll Partners to make sure deductions are being calculated correctly. Payroll Partners need to review the employees with a yellow flag in column "Mismatched EE and ER Percentage" or a yellow flag in column "Mismatched EE and ER Base Wage", or a yellow flag in column "Reached OASDI Wage Limit" and then make any necessary corrections to get the base wage and deductions back in balance. |
| Percent Based Fiscal Year Deductions | It gives fiscal-year-to-date employee deduction amounts, employer contribution amounts, associated base pay and calculated percentage for ORP, SORP, TRS and TRS9. | This report will be used by Payroll Partners to make sure deductions are being calculated correctly. Payroll Partners need to review the employees with a yellow flag in column "Off-Balance Percentage" or a yellow flag in column "Mismatched EE and ER Base Wage", and then make any necessary corrections to get the base wage and deductions back in balance. |
| Position EEO Job Category | Returns the distribution of position EEO Job Categories and associated details in the prompted Company. | Used on the HCM Executive Dashboard to return counts of positions, grouped by EEO Job Category, and the average annual budgeted salary and average annualized FTE salary for each category. |
| Position Faculty Rank | Returns the distribution of position faculty ranks and associated details in the prompted Company. | Used on the HCM Executive Dashboard to return counts of positions by faculty rank. |
| Position FICA Exemption Status | Returns FICA exemption status for position. | Used to return anyone who are FICA exempted and has a specified FICA exemption reason |
| Position FLSA Code | Returns the distribution of position FLSA codes and associated details in the prompted Company. | Used on the HCM Executive Dashboard to return counts of positions, grouped by FLSA code, and the average annual budgeted salary and average annualized FTE salary for each code. |
| Position Status | Returns the distribution of position statuses and associated details in the prompted Company. | Used on the HCM Executive Dashboard to return the count of positions by staffing status and the total annual budgeted salary for each status. |
| Position Type | Returns the distribution of position types (either budgeted or wage) and associated details in the prompted Company. | Used on the HCM Executive Dashboard to return counts of positions by position type (budgeted or wage) and time type (full-time or part-time). |
| 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. |
| Positions for Job Overlap Period | Returns positions created for use with Job Overlap Period. | Used to see positions that were created using the Job Overlap Reason. This will allow users to track any positions created for that purpose. |
| Positions Missing Costing Allocations | Returns positions without current Worker Position and/or Position Restriction costing allocations. Used to prevent salary payment on the FAMIS default accounts. May also be run to find positions that could have encumbrance impacts. | Used to determine which employees are missing costing allocations so they don't get paid by the FAMIS default accounts. |
| Positions with Inactive Costing Allocations | Returns positions which have inactive TAMUS Cost Center in the current costing allocations. | This report can be used to clean up inactive TAMUS Cost Center in the position's current costing allocations. Users need to do Assign costing allocation and select an active TAMUS Cost Center for the position. |
| 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 |
| 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. |
| 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 | |
| Qatar Employee Payment | Returns Qatar employees' payroll result details in the prompted pay group and date range. | Used to view Qatar employees' payroll result details, including payment elections and User Service Fee amounts. |
| Qatar Employee Tax Elections | Returns active employees located in Qatar and their tax election details. | Used by payroll personnel to determine which employees have tax elections, which employees are missing elections, and employees with additional amount withheld. This will help to avoid extra end of the year tax liabilities to the staff in Qatar. |
| Quarterly Turnover by Company | Returns quarterly turnover rate for the specified company. | Used for turnover analysis for specified organization. |
| Quarterly Turnover by Compensation | Returns the quarterly turnover rate grouped by compensation range for the specified company. | Used for turnover analysis for specified organization. |
| Quarterly Turnover by Division/College | Returns quarterly turnover rate group by executive level and division/college for the specified company. | Used for turnover analysis for specified organization. |
| Quarterly Turnover by EEO Job Category | Returns quarterly turnover rate group by EEO job category for the specified company. | Used for turnover analysis for specified organization. |
| Quarterly Turnover by Gender | Returns quarterly turnover rate group by gender for the specified company. | Used for turnover analysis for specified organization. |
| Quarterly Turnover by Race/Ethnicity | Returns quarterly turnover rate group by race/ethnicity for the specified company. | Used for turnover analysis for specified organization. |
| Quarterly Turnover by State Service Years | Returns quarterly turnover rate group by total state service years for the specified company. | Used for turnover analysis for specified organization. |
| Quarterly Turnover Comparison Year over Year | Used to compare quarterly turnover rate for each quarter across different years. | Used for turnover analysis for specified organization. |
| Reported Time Blocks for a Worker | Provides details on time reported for employees for a given period. Includes time entry codes and calculation tags | |
| Retro Emergency Leave for Notification for 941 Quarterly Tax Report | Returns new absence requests or changes to a previous absence request coded as EPSL or EFMLEA that may impact the 941 Quarterly Tax Report for the worker. | Used to notify payroll personnel that they may need to adjust the credit claimed on the 941 quarterly tax report. |
| Retro Emergency Leave for Notification for W-2 | Returns new absence requests or changes to a previous absence request coded as EPSL or EFMLEA that may impact the CY2020 W-2Box 14 for the worker. | Used by payroll personnel to determine which workers may need a W-2C. |
| 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. |
| 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. | |
| Run Time Calculations for a Date Range | Runs mass time calculations for populating time entries such as holiday or early release hours. | Used to run time calculations for large populations of employees when there is a need to populate holidays or early release time across all eligible time sheets. |
| Salaried Timesheet Detail with Time Off | Returns time block and time off details for salaried employees in AL-EXT, TAMFS, and TDEM. | The report should be used by AL-EXT, TAMFS and TDEM only. Please ensure payroll calculation is initiated for the prompted time period before running. |
| Save For Summer Contact List | Returns contact information for people actively participating in Save 4 Summer (S4S). No data will be returned in late August and September after balances are paid out and before new FY balances are accumulated. | Used to send out communications to save for summer participants. |
| Save For Summer Totals by Company and Employee | Returns current Save For Summer ( S4S ) withholding balance by Company with the option to expand to see all employees with that withholding in that Company. | Used to see which employees have a save for summer withholding balance. |
| State and Local Withholdings by Payment Date | Returns all workers with selected State Income Tax / Local Income Tax deductions, pay groups and payment dates. | Used to retrieve State and Local Withholdings for a specified time period and specified pay group for auditing purposes. For each deduction you can view the deduction amount per payment date and per state or locality. |
| Tax Filing Periodic Details | Returns tax filing details for selected periods and pay groups. | Used to view tax filing details. |
| 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. | |
| 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. |
| Texarkana Arkansas Border City Exemption | Returns employees with Arkansas Withholding exemption reason of "Texarkana, Arkansas (resident within city limits only)." | Used by payroll staff to fill out the "Texarkana AR-TX Border City Exemption Form". |
| Time and Time Off Overview for Payroll Partner | The report will show time entry and time off details for hourly employees. | |
| Time Blocks Modified After Paid | Returns time blocks that are modified after paid. | This report can be used to track time blocks that were modified after paid. Submitted but not approved time blocks need to be approved to be picked up by retro pay calculation. Use this report to contact managers to approve modified time blocks. |
| 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. |
| 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 | |
| Time Off Results Summary | Provides an account of the Time Off Plan and detailed Time Balance information for specific employees by Period Schedule | |
| 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. | |
| Time Tracking Details | Returns time tracking information for all active employees. | Used to show active employees' period schedules, work schedules, timesheet type, and whether compensatory time was banked. |
| TRS Annual Statement | For a specified Payment Date range, returns a worker's fiscal year to date TRS Employee Deductions and Covered Wages. | The change in reporting TRS by pay date causes the FYTD by pay Period to be off by one month in the pay stubs. A report is needed to view TRS payments by pay date with the TRS covered wages for that pay date. |
| 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. |
| Verify Payments and Costings for Job Changes | Return Change Job transaction details for payroll office to verify payments and costings. | Payroll Office can run this report to get a full list of job changes in the prompted date range and organization. Prompts are available to only return events with company change, or only return events with pay group change, or only return events without compensation change. The list can be used as a starting point to verify employee's payments and costings in impacted pay periods. |
| View All Positions | Returns all positions based on the prompted staffing status as of an effective date. | Used to view all positions in a given organization as of a specified effective date. |
| View Check Register | Returns details for checks that are used for a payment. | Used to stop payment on a check when the employee notifies the Payroll Office that the original check is lost. Used to track emergency off-cycle checks. |
| 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.). |
| View Direct Deposit Register for Payee | Returns details for direct deposit used for a payment for the prompted Payee. | The report can be used for payroll staff to audit payment information. It can also be used when the payroll office has to recall a direct deposit for various reasons (termination, over payment, etc.). |
| 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. | |
| 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 | |
| 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. |
| View Worker's Time Eligibility | This report can be used to view the time tracking setup data a particular worker is eligible for. It's helpful to troubleshoot issues. | |
| Visa Changes for International Tax | Returns visa change events that changed worker's visa type within a time period. | Weekly report to Payroll and International Tax to identify tax/pay implications for employees with Visa Changes. Used to identify when a visa change has been completed within a time period for use by the International Tax Role to evaluate any change in payroll taxation requirements. The report will run based on the completion date of the visa change event, not on the effective or expiration date. Further research will be required to identify previous visa values or if there were multiple changes within a selected time period. This will displays only current values for VISA changes. |
| W-2 Preview | Preview data that will be populated to the W-2s. | |
| Withholding Order Details | The report returns employees with worker withholding orders deductions (includes student loan, bankruptcy order, court orders, and tax levy). | Used to verify that the correct amount is withheld from the employees' pay and that it's in compliance with the withholding order. |
| 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. |
| Work Space Facility Directory | Returns facilities by city and Location organization hierarchy. | Used to manage and audit the accuracy of address and associated work space information. |
| Work Space Office Directory | Returns Work Space office details including occupied status by Work Space facility and Location organization. | Used to manage and audit the accuracy of address and associated work space information. |
| 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). | |
| Worker Age Group | Returns counts of employee by age group. | Used as a worklet on HCM Executive Dashboard to show counts of employee by age group. |
| Worker Average Service Time | Returns employee counts by total state service year. | Used as a worklet on HCM Executive Dashboard to show employee counts by total state service year. |
| Worker Directory by Location | Returns employees in specified Location(s). Details include employee position, supervisory organization, phone, email, work address, work space facility and office, and Location County and Location attributes. | The report can be used to view employees in specified locations. |
| Worker EEO Job Category | Returns counts of employee by EEO job category. | Used as a worklet on HCM Executive Dashboard to show counts of employee by EEO job category. |
| Worker Employee Type | Returns counts of employee type and time type (full time/part time). | Used as a worklet on HCM Executive Dashboard to show counts of employee type and time type (full time/part time). |
| Worker Faculty Rank | Returns counts of employee by Faculty Rank. | Used as a worklet on HCM Executive Dashboard to show counts of employee by Faculty Rank. |
| Worker Gender by MSO Code | Returns counts of employee by gender and MSO code. | Used as a worklet on HCM Executive Dashboard to show counts of employee by gender and MSO code. |
| Worker Highest Degree | Returns counts of employee by highest degree. | Used as a worklet on HCM Executive Dashboard to show counts of employee by highest degree. |
| Worker Ineligible Time Off Balances | Returns Time Off types that worker became ineligible for and associated balances. | The report can be used to find out employee time off balances for time off plans that employees are no longer eligible for, for example, the employee transferred to a different position that is no longer eligible for vacation, so that absence staff can put the vacation balance to a different time off plan, or pay the balance out. |
| Worker Race/Ethnicity | Returns counts of employee and percentage of employee population by race/ethnicity. | Used as a worklet on HCM Executive Dashboard to show counts of employee by ethnicity. |
| Worker Tax Treaties by Company | Returns details about Workers' tax treaties in the prompted Company, including tax year and residency country. | Used by Tax Compliance Partners to view when a worker's tax treaty was last updated and by whom. |
| Worker Withholding Orders Status | Returns withholding order information for workers in specified pay group. | This report allows users to view a group of worker's withholding order information. It can be used for compliance with the Care Act that Payroll Partner need to take action to temperately inactive the federal student loan, and re-activate these student loans in the future. |
| 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 | |
| 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 | |
| Workers with Duplicate Other IDs | Returns workers who have duplicate custom IDs (both valid and expired) in Workday. | Used to find employees with multiple custom IDs of the same type. This allows Workday Services to do EIBs if necessary or for Members to manually correct the IDs using the Edit Other ID task in Workday. |
| 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 |
| 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 |
| 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. |
| Workstation Payroll Summary | This report returns payroll results by completed date, grouped by type of Earning or Deduction, with details by Company and Worker. | |
| 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. | |
| 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. |