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 guide will cover:

• Information

• Accessing the Transactional Reporting Table of Contents & the Report in WyoCloud

• Running the report with information that pertains to you

• Report Field (Columns) Definitions

• Helpful ways to run the report and things to keep in mind

Note: This report automatically downloads as an Excel Spreadsheet.

 

Information

Access to this report is restricted. If you cannot see this report and feel you need this data for your role, please follow the steps outlined in the Gaining Access to Role-Restricted Reports QRG.

General Information: This report provides a listing of all employees and what account/project their payroll WAS charged to AFTER the payroll period.  Use this report to validate that all employees are correctly charged to the correct accounts/projects appropriately within the organization. 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. If there are employees who were incorrectly charged to an account, then an expenditure correction must be done.

Note: This report does not include fringe benefit cost records and only returns records for natural accounts 60000 and above for salary expenditures specifically. More information about fringe benefits costs may be found on the Budget Office website.

Project Disclosure: This report will update after each payroll cycle.  Payroll transactions do not post to the general ledger until the month is closed.  Users may see a discrepancy between this report and other PPM reports listed on the dashboard or within the project in the Awards module until after the month is closed.  It is recommended to wait until the month is closed to validate payroll transactions.

 

Step One

Navigating to the report on the Transactional Reporting Table of Contents

• Navigate to WyoCloud and click on the Reporting Table of Contents tile.

 

• Once you have located the Table of Contents, click on the "Payroll Expenditures without Fringe" report link found under the “Role Specific Reports” heading.

 

 

Step Two

Running the Payroll Expenditures without Fringe Report

• Once you have located and clicked on the appropriate link, the report will open in a new browser tab.

  • Note: at least one prompt must be entered to run the report.

 

Report Prompts:

• At least one prompt must have an input to run the report. You may use the following prompts on the left of the report to run it with information displayed only relevant to your needs.

  • Paid Date From – paid date of the payroll transaction. “From” provides flexibility to use a range in conjunction with the Paid Date To prompt.

  • Paid Date To – paid date of the payroll transaction. “To” provides flexibility to use a range in conjunction with the Paid Date From prompt.

  • Period Start Date – minimum start date

  • Period End Date – minimum end date

  • Payroll Name – type of pay schedule/frequency (ex. daily, bi-weekly, or monthly).

  • Payroll Type – type of payroll entry (ex. balance adjustment costing, cost adjustment, estimate costing, payroll calculation, QuickPay, retroactive costing and reversal)

  • Assignment Department Name – the department name the employee is hired in

  • Natural Account – natural account associated with the payroll transaction

  • Fund Source – funding source the payroll transaction is expended from

  • Project Organization – organization the payroll transaction is expended from for either the general ledger chart of accounts organization or a project organization

  • Project – project the payroll transaction is expended from if using the project funds

  • Employee – name of the employee formatted “Last Name, First Name”

  • Element Name - type of payroll expense (i.e., salary, mobile communication device, temporary increase, supplemental pay, etc.)

• After selecting desired prompts, click Apply.

• The report will begin to load.

  • In FireFox, once it is ready, an Excel pop-up window will open. You can select to open immediately or save the file based on your preference. Click OK.

• In Chrome, once it is ready, an Excel file will appear in the downloads section at the bottom of the screen. Click the file to open it.

• The report will open in Excel.

 

Step Three

Interpreting the Payroll Expenditures without Fringe Report

• The following columns are included:

 

Tips and Tricks

Below are some helpful ways of using the Payroll Expenditures without Fringe Report:

• This report only returns records for natural accounts greater than or equal to 60000.

• This report does NOT include fringe benefit cost records.

• The 9 columns of the chart of account segments will be blank when a project has been charged to cover the payroll transaction.

• Run the report monthly to compare and supplement the account analysis report to ensure all charges applied to your organization are accurate.

• The various prompts allow for flexibility in running the report to your individual needs. For example, you can run it one organization at a time or you can run multiple organizations at a time.

 

This completes all the Running Payroll Expenditures without Fringe Report Processes.