Payroll Report

 

The Payroll Report identifies and reports changes made to PeopleSoft (PS) employee data in Insight.  Any changes in Insight, like change in annual rate or change in department for an employee, will be a candidate for this report. The report prints PS data on the left pane and Insight data on the right pane with a transaction summary at the end summarizing employees affected and their distribution changes.  The report information is ultimately used to make manual updates to PS so that the data in Insight and the data in PS are synchronized.  There are only three reports available; the current month, the next month and the following month.

Payroll Report Screen Shot

Select the Payroll Report Date and click the ‘download’ button to run the report which will be downloaded to a PDF report.

 

Payroll Report Main Screen Elements

The Payroll Report will generate as a PDF document.  The following data elements are included in the report.

 

Header

Caption

Type

Description

Name

Text

Name of employee

Employee Id

Text

Employee ID of employee

Department

Text

Department # and name

Emp Rec #

Text

Job ID

Pay Company

Text

Organization name

Job Code

Text

Job code allocated to employee

Originator

Text

Manager running the report

 

Person Grid (displayed for each employee returned to the Payroll Report)

Caption

Type

Description

Data Source

Text

“Previous Distributions” for PeopleSoft data and “New Distributions” for Insight data with an Effective Date of the changes made within Insight.

GL Dept

Text

Department ID

Business Unit

Text

Business Unit ID

Annual Rate

Text

Annual rate of employee

Distribution

Text

% Fund Distribution

Total

Text

Total annual rate of employee

Remarks

Text

User ID of employee who made the changes along with date and time stamp when changes were made.

 

Transaction Summary

Caption

Type

Description

No. of Employees

Text

Total # of employees in report above.

No. of Distribution Changes

Text

Total # of changes made in above report for all the employees and all the stacks.

Payroll Report Navigation

The Payroll Report page can be accessed from the following pages:

 

From the Payroll Report, the user can navigate to the following pages: