This guide will detail the process for gaining access to role-restricted reports. If you are unable to see a report that you believe you should have access to within your role (including Payroll with Fringe, Payroll without Fringe, and Payroll Funding), please follow the steps outlined below.
This guide will detail the process for gaining access to role-restricted reports. If you are unable to see a report that you believe you should have access to within your role (including Payroll with Fringe, Payroll without Fringe, and Payroll Funding), please follow the steps outlined below.
The report is a snapshot and includes data from HCM starting with paid date July 1, 2019 through the last payroll month. This report is updated each month after monthly payroll and fringe has run. This report can be used to supplement the Account Analysis report by viewing the details on the payroll transactions at the close of each month. This report should be run after the month is closed.
How to navigate to and run the Payroll Expenditures without Fringe report on the Table of Contents dashboard. This report provides a listing of all employees and what account/project their payroll WAS charged to AFTER the payroll period. This report will provide users the ability to view payroll transactions allocated to an organization for comparison to the account analysis report. This report does not include fringe benefits detail. This report should be run after the month is closed.
This report provides a listing of all employees and what account/project their payroll WILL be charged to BEFORE the payroll period (this is their current funding). Use this report to validate that all employees will be charged to the correct accounts/projects prior to the payroll cycle. This report will help identify if new hires have correct funding or if any payroll funding changes have been processed and are correct/completed prior to the pay cycle.