Using Analytics and Reports Human Capital Management Cloud · 2017-09-30 · Using Analytics and...

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Oracle Human Capital Management Cloud Using Analytics and Reports Release 11 This guide also applies to on-premise implementations

Transcript of Using Analytics and Reports Human Capital Management Cloud · 2017-09-30 · Using Analytics and...

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OracleHuman Capital Management CloudUsing Analytics and Reports

Release 11 This guide also applies to on-premiseimplementations

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Oracle® Human Capital Management Cloud Using Analytics and Reports

Part Number E67962-02

Copyright © 2011-2016, Oracle and/or its affiliates. All rights reserved.

Author: Megan Wallace

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Oracle Human Capital Management CloudUsing Analytics and Reports

Contents

Preface i

1 Introduction 1About This Guide ...................................................................................................................................................... 1

Related Documents and Training .............................................................................................................................. 1

2 Understanding Analytics and Reports 3Analytics and Reports for HCM: Overview ................................................................................................................ 3

Printing and Sharing HCM Reports: Overview ........................................................................................................... 5

Printing and Sharing HCM Analyses: Overview ......................................................................................................... 6

Reports and Analytics Pane: Explained ..................................................................................................................... 7

3 Benefits Analyses and Reports 9Participant Enrollment Results - Weekly Report: Explained ....................................................................................... 9

Person Enrollment Summary Report: Explained ...................................................................................................... 10

Enrollment Kit Report: Explained ............................................................................................................................. 11

Totals by Life Event - Weekly Report: Explained ..................................................................................................... 13

Totals by Life Event Status for Potential Life Events - Weekly Report: Explained ...................................................... 14

Totals by Life Event Name for Potential Life Events - Weekly: Explained ................................................................. 16

Totals by Location - Potential Life Events- Weekly Report: Explained ...................................................................... 17

4 Compensation Analyses and Reports 21Salary Details Report: Explained ............................................................................................................................. 21

Salary Components Report: Explained .................................................................................................................... 22

Salary Basis Report: Explained ............................................................................................................................... 23

Stock Detail Report: Explained ................................................................................................................................ 24

Compensation Allocation by Department: Explained ............................................................................................... 26

Pay for Performance: Explained .............................................................................................................................. 28

Salary Outliers: Explained ........................................................................................................................................ 30

Salary Quartile : Explained ...................................................................................................................................... 32

Salary Change Percent Trend: Explained ................................................................................................................ 34

Workers without Salary Adjustment: Explained ........................................................................................................ 36

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5 Human Resources Analyses and Reports 39Team Diversity Report: Explained ............................................................................................................................ 39

Absence Overview: Explained ................................................................................................................................. 40

Absence Trend: Explained ...................................................................................................................................... 42

Terminations Overview: Explained ........................................................................................................................... 44

Workers Detailed Report: Explained ........................................................................................................................ 46

Human Resources Data Integrity Reports: Explained .............................................................................................. 48

Headcount Report: Explained ................................................................................................................................. 49

Assignment Headcount by Department Report: Explained ...................................................................................... 51

Headcount and Mobility by Department: Explained ................................................................................................. 53

Workforce Mobility Report: Explained ...................................................................................................................... 55

Position Incumbents Report: Explained ................................................................................................................... 57

Position Occupancy Report: Explained ................................................................................................................... 58

Workforce Events: Explained ................................................................................................................................... 60

6 Payroll Analyses and Reports 63Balance Exception Report: Explained ...................................................................................................................... 63

Deduction Report: Explained ................................................................................................................................... 64

Element Results Register: Explained ....................................................................................................................... 64

Gross-to-Net Report: Explained .............................................................................................................................. 65

Payment Register: Explained ................................................................................................................................... 67

Payroll Activity Report: Explained ............................................................................................................................ 68

Payroll Balance Report: Explained .......................................................................................................................... 69

Payroll Costing Report: Explained ........................................................................................................................... 70

Data Validation Reports: Explained ......................................................................................................................... 70

Payroll Register: Explained ...................................................................................................................................... 71

Payslip: Explained ................................................................................................................................................... 73

Third-Party Payments Register: Explained ............................................................................................................... 74

7 Talent Management Analyses and Reports 75Goal Management Reports ..................................................................................................................................... 75

Performance Management Reports ......................................................................................................................... 78

Profile Management Reports ................................................................................................................................... 93

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8 Human Resources and Payroll Reports for Canada 97Record of Employment Interface: Explained ............................................................................................................ 97

Workers Compensation Assessable Wages Report: Explained ................................................................................ 97

Provincial Medical Report: Explained ....................................................................................................................... 98

Cheque Advice: Explained ...................................................................................................................................... 99

Report on Hirings: Explained ................................................................................................................................ 100

Canada Online Payslip: Explained ......................................................................................................................... 101

9 Human Resources and Payroll Reports for China 103Payroll Data for National Standard Document 24589: Explained ........................................................................... 103

Individual Income Tax Summary Report for Beijing: Explained ............................................................................... 104

Individual Income Tax Detail Report for Tianjin: Explained ..................................................................................... 104

Individual Income Tax Detail Report for Shenzhen: Explained ................................................................................ 105

Individual Income Tax Detail Report for Shanghai: Explained ................................................................................. 106

Individual Income Tax Detail Report for Beijing: Explained ..................................................................................... 107

10 Human Resources and Payroll Reports for France 109Access to Training Report: Explained ................................................................................................................... 109

Disability Employment Report for France: Explained .............................................................................................. 109

Manpower Movement Report: Explained ............................................................................................................... 110

Personnel Register: Explained ............................................................................................................................... 111

Social Report: Explained ....................................................................................................................................... 112

Unique Statement of Employment: Explained ........................................................................................................ 113

Work Certificate: Explained ................................................................................................................................... 114

11 Human Resources and Payroll Reports for GCC Countries 117Kuwait Reports ..................................................................................................................................................... 117

Saudi Arabia Reports ............................................................................................................................................ 123

UAE Reports ......................................................................................................................................................... 129

12 Human Resources and Payroll Reports for Germany 139Disability Report for Germany: Explained .............................................................................................................. 139

Worker Data Validation Report for Germany: Explained ......................................................................................... 139

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13 Human Resources and Payroll Reports for the United States 141EEO-1 Establishment Electronic Report: Explained ............................................................................................... 141

Employee Active Payroll Balance Report: Explained .............................................................................................. 141

Multiple Worksite Report: Explained ...................................................................................................................... 142

New Hire State Electronic Report: Explained ........................................................................................................ 143

US Online Payslip: Explained ................................................................................................................................ 144

VETS-100A Establishment Electronic Report: Explained ........................................................................................ 145

VETS-100 Establishment Electronic Report: Explained .......................................................................................... 145

VETS-4212 Establishment Electronic Report: Explained ........................................................................................ 146

W-2 Register: Explained ........................................................................................................................................ 147

W-2c Employee Report: Explained ........................................................................................................................ 148

W-2 Employee Report: Explained ......................................................................................................................... 149

14 Human Resources and Payroll Reports for the United Kingdom 151Disability Employment Report for France: Explained .............................................................................................. 151

Employer Payment Summary Report: Explained ................................................................................................... 151

End of Year P60 Report: Explained ...................................................................................................................... 152

Full Payment Submission Process: Explained ....................................................................................................... 154

NINO Verification Request Process: Explained ...................................................................................................... 155

NINO Verification Reply Process: Explained .......................................................................................................... 156

Payroll Validation Report: Explained ...................................................................................................................... 157

Pensions Automatic Enrolment Process: Explained ............................................................................................... 158

P45 Process: Explained ........................................................................................................................................ 159

P6 P6B P9 EDI Update Process: Explained .......................................................................................................... 160

Start of Year Process: Explained .......................................................................................................................... 161

Tax Code Uplift Process: Explained ...................................................................................................................... 161

Year to Date Reconciliation Report: Explained ...................................................................................................... 162

15 Using Briefing Books 165Creating Briefing Books: Procedure ...................................................................................................................... 165

Adding the Salary Details Report to a Briefing Book: Worked Example ................................................................. 166

16 Scheduling Analytics and Reports 169Scheduling Reports: Procedure ............................................................................................................................ 169

Scheduling Analytics and Briefing Books: Procedure ............................................................................................ 169

Creating an Agent to Deliver the Salary Details Report: Worked Example .............................................................. 170

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17 Troubleshooting Reports and Analytics 173Why do I see amounts of zero in analyses? ......................................................................................................... 173

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Preface

i

PrefaceThis preface introduces information sources that can help you use the application.

Oracle Applications HelpUse the help icon to access Oracle Applications Help in the application. If you don't see any help icons on your page,

click the Show Help icon in the global area. Not all pages have help icons. You can also access Oracle Applications Helpat https://fusionhelp.oracle.com/.

Using Applications Help

Watch: This video tutorial shows you how to find help and use help features. 

GuidesTo find guides for Oracle Applications, go to the Oracle Help Center at http://docs.oracle.com/

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Comments and SuggestionsPlease give us feedback about Oracle Applications Help and guides! You can:

• Send e-mail to: [email protected].

• Click your user name in the global area of Oracle Applications Help, and select Send Feedback to Oracle.

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Preface

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Chapter 1Introduction

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1 Introduction

About This GuideThis guide explains how to view and work with Oracle HCM Cloud analytics and reports. It is intended for HCM end userswho use predefined existing analytics and reports to assist them in their day-to-day activities. HCM end-users include:

• Benefits managers

• Compensation managers and analysts

• Human resource analysts

• Line managers

• Payroll managers

Related Documents and TrainingYou can find additional resources, including videos and documentation in Oracle Human Capital Management Clouddocumentation, on Oracle Help Center, and in the online help.

For Oracle Human Capital Management Cloud analytics and reports, consult the following guides:

• Oracle Human Capital Management Cloud - Creating Analytics and Reports

This guide contains information to help build analytics, reports, and dashboards.

• Oracle Cloud - Administering Transactional Analyses

This guide describes general administrative procedures and concepts for reports and analytics.

• Oracle Human Capital Management Cloud - Subject Area Documents

Refer to Oracle Human Capital Management Cloud Subject Area Documents on the Oracle Help Center for moredetail on the use, security, dimensions, and calculations of HCM Cloud reports.

Access Customer Connect for the following additional resources:

• Sample HCM reports that you can copy into your own environment.

• Discussion forum for HCM reporting questions and tips.

Related Topics

• Customer Connect

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Chapter 1Introduction

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Chapter 2Understanding Analytics and Reports

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2 Understanding Analytics and Reports

Analytics and Reports for HCM: OverviewBusiness intelligence involves analyzing data to gain insight that you can act on, or gathering information to meet specificrequirements. You can use different types of predefined analyses, reports, and dashboards, or create and edit them, tosupport your business needs.

AnalysesAn analysis is an interactive display of data, for example in a table or graph. You use analyses to:

• Summarize or break down simple, real-time data.

• Help you make real time business decisions.

ReportsA report is output of data in a predefined format that provides little or no interaction. When you print reports, you have theoption to save them to your local drive which you can then share digitally for example, as an email attachment. Print reports inthese situations:

• To get data in a high-fidelity output optimized for printing.

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• For documents to support internal operations, statutory requirements, and other business needs.

Example of HCM reports include: Performance Document, Development Goals Report, and Talent Profile Summary report.

The following figure is an example of the Development Goals report.

If you need to edit a delivered report, use the Customize feature and create a copy to use for your customizations. If you edita report directly, you will lose your changes during each upgrade.

DashboardsA dashboard is a collection of analyses and other content, presented on one or more pages, or tabs. Depending on your jobrole, you might use one or more of the following HCM dashboards:

• Human Resources dashboard

View analyses such as visa and work permit expiration, service anniversaries, onboarding bottlenecks, andassignments with no manager.

• Manager Resources dashboard

View an organization chart of your direct reports, and analyses such as worker availability, promotion potential,predicted performance, and voluntary termination.

• Payroll dashboard

View payroll flows that are in progress, including their activity and process status, and items requiring your attention.

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Chapter 2Understanding Analytics and Reports

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The following figure is an example of the Human Resources dashboard.

Creating and Editing Analyses and ReportsYou can create and edit analyses and reports for your own use. Or, if you have the appropriate roles, you can customizethem and make them available for others to use.

For example, you can:

• Add or remove columns from an analysis.

• Change the branding logo on report output.

• Create a dashboard to include your most commonly viewed analyses.

For more information on creating and editing analyses and reports, see the Oracle Fusion Human Capital Management CloudCreating and Editing Analytics and Reports guide.

Related Topics

• Creating and Editing HCM Analytics and Reports: Overview

Printing and Sharing HCM Reports: OverviewSome HCM tasks require reports that are highly formatted. For example, during your annual performance appraisal cycle,your organization might print hard copies or generate PDFs of performance documents so that managers and workers canreview comments and ratings in a format that is easy to read.

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Print OptionsWhen you print an HCM report, you may be prompted to select certain details for the report. For example, when you print theDevelopment Goals report, you select whether to print all goals or selected ones, and whether to include target outcomesand goal tasks.

The report-specific topics in this guide provide the print options for each report.

Print FormatsYou can print most HCM reports in either PDF or HTML format. In some cases, such as the Talent Profile Summary report,you can also print in RTF or MHTML format. Talent review meeting participants can also print this report in spreadsheetformat.

Sharing ReportsThe following table explains tools for sharing reports.

Tool Description

Briefing book 

A briefing book is a collection of updatable or static analyses or dashboard pages (which cancontain reports). The static snapshots give you a picture of what's going on at the time that theanalysis or dashboard page is added to the briefing book. You can download briefing books as PDF or MHTML for viewing or printing, and share them withothers. The PDF file includes a table of contents for the book. 

Agent 

An agent is an action that you set up to deliver a scheduled report or analysis and then define whoreceives it and the delivery method for it. 

Printing and Sharing HCM Analyses: OverviewOracle Fusion Human Capital Management includes several analyses that provide real-time data for managers and HRspecialists to use on an ad hoc basis. Examples include: Salary Details, Assignment Headcount by Department, andWorkforce Mobility. You can find real-time analyses for these areas of HCM:

• Absences

• Benefits

• Compensation

• Payroll

• Talent management

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PromptsMost analyses include prompts that enable you to select a specific department, year, and so on to narrow the results of theanalysis. The prompts are predefined, and only report authors can change them.

The report-specific topics in this guide provide the list of prompts for each report.

Sharing AnalysesYou can share the results of analyses. For example, compensation managers can share the results of the Salary Details reportwith other compensation managers to prepare for a salary review meeting.

The following table explains tools for sharing analyses.

Tool Definition

Briefing books 

A briefing book is a collection of updatable or static analyses or dashboard pages (which cancontain reports). The static snapshots give you a picture of what's going on at the time that theanalysis or dashboard page is added to the briefing book. You can download briefing books as PDF or MHTML for viewing or printing, and share them withothers. The PDF file includes a table of contents for the book. 

Agents 

An agent is an action that you set up to deliver a scheduled report or analysis and then definewho receives it and the delivery method for it. An agent may be used to burst an analysis to manyrecipients. 

Reports and Analytics Pane: ExplainedThe Reports and Analytics pane is a central place for you to quickly view or run analytics and reports that are related toyour work. If you have the permission, you can create or edit reports here, or add reports from the business intelligence (BI)catalog to the pane. You can find this pane in a panel tab or in the regional area on many work areas. In the Reports andAnalytics work area, it appears as the Contents pane.

What's In the PaneThis table describes what's in the Reports and Analytics pane's top level folders.

Folder Content

My Folders 

Any custom analytics or reports that you saved for your own use only. 

Shared Folders 

Predefined analytics and reports that are relevant to your work area. Any shared custom reports and analytics in the Custom subfolder. 

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Folder Content

Note: The pane in the Reports and Analytics work area has all the analytics and reports thatyou have access to. Place your shared reports and analytics in this folder where they will beprotected during an upgrade.

 

Business Intelligence CatalogThe business intelligence catalog stores all analytics, reports, and other BI objects. Each analysis, dashboard, or report in theReports and Analytics pane represents a mapping, or link, to the same object in the catalog. The Reports and Analytics panealso reflects the folder structure of the BI catalog.

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Chapter 3Benefits Analyses and Reports

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3 Benefits Analyses and Reports

Participant Enrollment Results - Weekly Report: ExplainedThe Participant Enrollment Results - Weekly report lists participants that are enrolled in benefit objects.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Benefits - Transactional Analysis Samples

Who uses this report? 

Benefits Manager 

When do I use this report? 

On a weekly basis to review participants enrolled in each plan. 

What prompts can I use to narrow theresults of this report?

• Department Name• Program Name

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FAQ Answer

  • Plan Type Name• Plan Name

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Benefits - Enrollments Real Time subject area. For more information, refer to Oracle Human CapitalManagement Cloud - Subject Area documentation on the Oracle Help Center.

Person Enrollment Summary Report: ExplainedThe Person Enrollment Summary report lists the benefit enrollments for participants.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

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Chapter 3Benefits Analyses and Reports

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FAQ Answer

How do I find this report? 

Benefits Self Service 

Who uses this report? 

Benefits Manager 

When do I use this report? 

When you want to provide employees with a printed copy of their benefits elections. 

How do I share this report? 

Schedule an agent to run the report. 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Enrollment Kit Report: ExplainedThe Enrollment Kit report creates an electable choice list of enrollments for the participants and allows for dependent andbeneficiary designations. You can use this report to verify eligibility of plan design for participants.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Navigator EnrollmentOn the Benefits Service Center page, start a life event for a worker and then on the Person LifeEvents page, click Print Enrollment Document in the upper-right corner.

Who uses this report? 

Benefits Manager 

When do I use this report? 

When the benefits manager must send a report to employees who do not have access to OracleFusion Benefits.

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FAQ Answer

 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Totals by Life Event - Weekly Report: ExplainedThe Totals by Life Event - Weekly report lists participants that have a life event with a status code of Detected, Voided,Manual, Backed Out, Started, or Processed.

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Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Benefits - Transactional Analysis Samples

Who uses this report? 

• Benefits Specialist• Benefits Manager• Benefits Administrator

When do I use this report? 

Throughout the payroll period to ensure proper enrollments occur prior to running payroll. 

What prompts can I use to narrow theresults of this report? 

Select a specific week. 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Benefits Action Items- Real Time subject area. For more information, refer to Oracle Human CapitalManagement Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Scheduling Analytics and Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Totals by Life Event Status for Potential Life Events -Weekly Report: ExplainedThe Totals by Life Event Status for Potential Life Events - Weekly report displays the status of potential life events and theircorresponding totals in table and graph formats; the table includes a grand, cumulative total of all life event statuses.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Benefits - Transactional Analysis Samples

Who uses this report? 

• Benefits Specialist• Benefits Manager• Benefits Administrator

When do I use this report? 

Throughout the payroll period to ensure proper enrollments occur prior to running payroll. 

What prompts can I use to narrow theresults of this report?

Select a specific week. 

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FAQ Answer

 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Benefits - Potential Life Events Real Time subject area. For more information, refer to Oracle HumanCapital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example

• Creating an Agent to Deliver the Salary Details Report: Worked Example

Totals by Life Event Name for Potential Life Events -Weekly: ExplainedThe Totals by Life Event Name for Potential Life Events - Weekly report lists participants that have potential life events perweek.

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Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Benefits - Transactional Analysis Samples

Who uses this report? 

• Benefits Specialist• Benefits Manager• Benefits Administrator

When do I use this report? 

Used most often throughout the payroll period to ensure proper enrollments occur prior to runningpayroll. 

What prompts can I use to narrow theresults of this report? 

Select a specific week. 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

How can I edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Benefits - Potential Life Events Real Time subject area. For more information, refer to Oracle HumanCapital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Scheduling Analytics and Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Totals by Location - Potential Life Events- Weekly Report:ExplainedThe Totals by Location - Potential Life Events- Weekly report displays the status of the life events and their correspondingcounts in table and graph formats.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Benefits - Transactional Analysis Samples

Who uses this report? 

• Benefits Specialist• Benefits Manager• Benefits Administrator

When do I use this report? 

Throughout the payroll period to ensure proper enrollments occur prior to running payroll. 

What prompts can I use to narrow theresults of this report? 

Select a specific week. 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

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Related Subject AreaThis report uses the Benefits - Potential Life Events Real Time subject area. For more information, refer to Oracle HumanCapital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Scheduling Analytics and Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example

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4 Compensation Analyses and Reports

Salary Details Report: ExplainedThe Salary Details report displays salary details for a set of workers such as their name, location, job, grade, salary basis,currency, current salary amount, quartile, and so on.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Compensation - Transactional AnalysisSamples

Who uses this report? 

Compensation Manager 

When do I use this report? When you want to view salary details by year and department.

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FAQ Answer

   

What prompts can I use to narrow theresults of this report? 

• Year• Department

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool can I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Compensation Salary Details Real Time subject area. For more information, refer to Oracle HumanCapital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics• Creating Briefing Books: Procedure

• Scheduling Analytics and Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example

Salary Components Report: ExplainedThe Salary Components report displays total adjustment amounts by salary component, the percentage of total salaries thecomponent comprises and the number of workers who received an adjustment for the specific component.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Compensation - Transactional AnalysisSamples

Who uses this report? 

Compensation Manager 

When do I use this report? 

When you want an overview of salary components. 

What prompts can I use to narrow theresults of this report? 

• Component• Year

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

How can I edit this report? • Oracle Business Intelligence Composer

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FAQ Answer

  • Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Compensation - Salary Details Real Time subject area. For more information, refer to Oracle HumanCapital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Scheduling Analytics and Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example

Salary Basis Report: ExplainedThe Salary Basis report displays details about salary bases that are active within a specified period of time such as thefrequency, annualization factor, annualized hours, component usage, payroll element, and input value used to pay the salary.

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Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Compensation - Transactional AnalysisSamples

Who uses this report? 

Compensation Manager 

When do I use this report? 

When you need an overview of salary bases. 

What prompts can I use to narrow theresults of this report? 

• Salary basis• Salary frequency• Payroll element• Input value

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Compensation Salary Details Real Time subject area. For more information, refer to Oracle HumanCapital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Scheduling Analytics and Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Stock Detail Report: ExplainedThe Stock Detail report displays award details by grant such as the grant name, date, grant price, total shares granted, totalgrant value, exercise price, and expiration date.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Human Capital Management -Compensation - Transactional Analysis Samples

Who uses this report? 

Compensation Manager 

When do I use this report? 

When you want to review stock details by year and grant. 

What prompts can I use to narrow theresults of this report? 

• Grant Name• Year

How do I share this report? • Add to briefing book

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FAQ Answer

  • Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThe Stock Details report uses the Compensation - Stock Details Real Time subject area. For more information, refer to OracleHuman Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Scheduling Analytics and Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Compensation Allocation by Department: ExplainedThe Compensation Allocation by Departments report lists the department name, overall budget amount and the allocatedamounts for each department for a compensation plan. You can view the report in graph or table format. The table viewincludes the additional column of Number of Workers metric along with the budget and allocation amounts.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Career - Compensation -Transactional Analysis Samples

Who uses this report? 

HR Manager, Human Resource Analyst, Compensation Manager 

When do I use this report? When you need an overview of compensation allocation by department.

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Questions Answers

   

What prompts can I use to narrow theresults of this report? 

• Business Unit• Plan Name

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Compensation - Workforce Compensation Budgets Real Time subject area. For more information, referto Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Scheduling Analytics and Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example

Pay for Performance: ExplainedThe Pay for Performance report provides an overview of the compensation allocation to workers grouped by performancerating. The report shows the performance rating, number of employees, total compensation amount, eligible salary, and the

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percentage of eligible salary as compensation amount. You can drill down from the number of employees to see a detailedreport for the specific performance rating.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Career - Compensation -Transactional Analysis Samples

Who uses this report? 

HR Manager, Compensation Manager, Line Manager 

When do I use this report? 

When you need an overview of pay for performance using compensation performance ratings. 

What prompts can I use to narrow theresults of this report? 

• Plan Name• Cycle Name

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? • Oracle Business Intelligence Composer

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Questions Answers

  • Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Compensation -Workforce Compensation Real Time subject area. For more information, refer to OracleHuman Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Scheduling Analytics and Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Salary Outliers: ExplainedThe Salary Outliers report provides a count of workers by compa-ratio range and for each compa-ratio range, the numberof workers for each performance rating. Select a compa-ratio record in the table to view a bar graph showing the number ofworkers with each performance rating for that specific compa-ratio band. Click a bar in the bar graph to view worker details.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Career - Compensation -Transactional Analysis Samples

Who uses this report? 

HR Manager, Human Resource Analyst, Compensation Manager, Compensation Analyst 

When do I use this report? When you need an overview of salary outliers.

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Questions Answers

   

What prompts can I use to narrow theresults of this report? 

• Plan Name• Cycle Name• Rating Description

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Compensation - Workforce Compensation Real Time subject area. For more information, refer to OracleHuman Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

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Salary Quartile : ExplainedThe Salary Quartile report provides a count of workers by salary quartiles. You can filter the report by grade, country, andworker performance ratings, and you can view in graph or table format.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Career - Compensation -Transactional Analysis Samples

Who uses this report? 

HR Manager, Human Resource Analyst, Compensation Manager, Compensation Analyst 

When do I use this report? 

When you need an overview of salary quartiles. 

What prompts can I use to narrow theresults of this report?

• Country• Grade

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Questions Answers

  • Performance Rating

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Compensation - Workforce Compensation Real Time subject area. For more information, refer to OracleHuman Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Scheduling Analytics and Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Salary Change Percent Trend: ExplainedThe Salary Change Percent Trend report displays the trend of salary change percentage across the last three years startingfrom the current year. You can view trends by department, business unit, location, country, and performance rating level. Youcan view this report as a line graph or a pivot table.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Career - Compensation -Transactional Analysis Samples

Who uses this report? 

HR Manager, Human Resource Analyst, Compensation Manager, Compensation Analyst 

When do I use this report? When you need an overview of the salary change percent trend

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Questions Answers

   

What prompts can I use to narrow theresults of this report? 

• Year between start and end range years• Business Unit• Department

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Compensation - Salary History Details Real Time subject area. For more information, refer to OracleHuman Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Workers without Salary Adjustment: ExplainedThe Workers without Salary Adjustment report provides an overview of the number of workers that have not had a salaryadjustment in a compensation cycle. On drill down, the worker details are displayed.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Career - Compensation -Transactional Analysis Samples

Who uses this report? 

HR Manager, Human Resource Analyst, Compensation Manager 

When do I use this report? 

When you need an overview of the number of workers without salary adjustments 

What prompts can I use to narrow theresults of this report?

• Department• Grade

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Questions Answers

  • Rating Description• Job

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Compensation - Workforce Compensation Real Time subject area. For more information, refer to OracleHuman Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Scheduling Analytics and Briefing Books: Procedure

• Adding the Salary Details Report to a Briefing Book: Worked Example

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5 Human Resources Analyses and Reports

Team Diversity Report: ExplainedThe Team Diversity report provides an overview of the employee diversity and their respective headcount. You can viewheadcount by ethnicity, nationality, gender, and age band.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Workforce Management -Transactional Analysis Samples

Who uses this report? 

HR Manager, Human Resource Analyst 

When do I use this report? When you need an overview of team diversity.

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Questions Answers

   

What prompts can I use to narrow theresults of this report? 

• Business Unit• Department• Assignment Status Type

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Workforce Management - Worker Assignment Real Time subject area. For more information, refer toOracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Absence Overview: ExplainedThe Absence Overview report provides an overview of employee absences. You can view absence metrics such as numberof absences and absence days by business unit, manager, location, department and so on.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Workforce Management -Transactional Analysis Samples

Who uses this report? 

HR Manager, Line Manager 

When do I use this report? 

When you need an overview of absences. 

What prompts can I use to narrow theresults of this report?

• Start Date and End Date• Business Unit

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Questions Answers

  • Department or Manager• Location or Country• Job Name or Position

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Workforce Management - Absence Real Time subject area. For more information, refer to Oracle HumanCapital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Absence Trend: ExplainedThe Absence Trend report provides trending of various absences in the organization such as vacation, holiday, maternity, andsick leave. You can view trends over the last three years.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Workforce Management -Transactional Analysis Samples

Who uses this report? 

HR Manager, Human Resource Analyst 

When do I use this report? 

When you need an overview of absence trends. 

What prompts can I use to narrow theresults of this report?

• Year• Absence Type Details

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Questions Answers

  • Quarter• Month

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Workforce Managment - Absence Real Time subject area. For more information, refer to Oracle HumanCapital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

Terminations Overview: ExplainedThe Terminations Overview report provides an overview of the terminated workers in your organization. The report liststermination events that occur between the start and end dates. You can view terminations by Termination Category,

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Termination Type, Termination Reasons, Department, Gender, Performance ratings for the current period in which the reportis run, and Country. You can view the report in table or graph format.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Workforce Management -Transactional Analysis Samples

Who uses this report? 

HR Manager, Human Resource Analyst 

When do I use this report? 

When you need an overview of terminations. 

What prompts can I use to narrow theresults of this report? 

• Start and End dates• Termination Category, Type, or Reasons• Department• Gender• Performance Ratings• Country

How do I share this report? • Add to briefing book

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Questions Answers

  • Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Workforce Management - Assignment Event Real Time subject area. For more information, refer toOracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Workers Detailed Report: ExplainedThe Workers Detailed Report lists information for each worker, such as person number, name, assignment status, location,job, and so on.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Workforce Management -Transactional Analysis Samples

Who uses this report? 

HR Manager, Line Manager 

When do I use this report? 

When you need a list of assignment, location, or job information for all workers. 

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Questions Answers

What prompts can I use to narrow theresults of this report? 

None 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Workforce Management - Worker Assignment Real Time, Workforce Management - Work RelationshipReal Time, and Compensation - Salary History Details Real Time subject areas. For more information, refer to Oracle HumanCapital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

Human Resources Data Integrity Reports: ExplainedThe following reports provide details about the integrity of the data for your workforce structures:

• Assignment Details: List of workers with names, person numbers, assignment names, numbers and status, andadditional details such as manager flag, primary assignment flag, and job, department, location, and grade.

• Department Details: List of departments with name, address location, and status.

• Grade Details: List of grades with name, code, type and ceiling step.

• Job Details: List of jobs with code, name, active status, manager level, full time or part time, medical checkuprequired, and full time or part time.

• Location Details: List of locations with code, name, e-mail, phone number, location type, official language code, andaddress.

• Position Details: List of positions with code, name, type name, hiring status, and whether position is seasonal, fulltime, regular, or active.

Frequently Asked QuestionsThe following table lists frequently asked questions about these reports.

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FAQ Answer

How do I find these reports? 

Reports and Analytics pane - Shared Folders - Workforce Management - TransactionalAnalysis Samples

Who uses these reports? 

• Line Manager• HR Analyst

When do I use these reports? 

When you are implementing Oracle Fusion and then periodically afterwards to confirm data, ifrequired. 

What prompts can I use to narrow theresults of these reports? 

• Assignment Details: Department Name and Location Name• Department Details: Department Name and Location Name• Grade Details: Grade Type and Grade Name• Job Details: Department Name, Job Function Name, and Job Family Name• Location Details: Department Name and Job Name• Position Details: Department Name, Location Name, and Job Name

How do I share these reports? 

• Add to briefing book• Schedule an agent to run the report

What tool can I use to edit thesereports? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreasThese reports use the following subject areas:

• Assignment Details: Workforce Management - Worker Assignment Real Time

• Department Details: Workforce Management - Worker Assignment Real Time

• Grade Details: Workforce Management - Grade Rate Real Time

• Job Details: Workforce Management - Worker Assignment Real Time

• Location Details: Workforce Management - Worker Assignment Real Time

• Position Details: Workforce Management - Position Real Time

For more information, refer to Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle HelpCenter.

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Headcount Report: ExplainedThe Headcount report provides the headcount of the line manager hierarchy of the worker who is signed in. The report listsheadcount by system person type and employment category.

Frequently Asked QuestionsThe following table lists frequently asked questions about the Headcount report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Workforce Management - TransactionalAnalysis Samples

Who uses this report? 

Line Manager 

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FAQ Answer

When do I use this report? 

When you need to report on current headcount for your hierarchy. 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreasThis report uses the Workforce Management - Worker Assignment Real Time subject area. For more information, refer toOracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Assignment Headcount by Department Report: ExplainedThe Assignment Headcount by Department report displays headcount by department and worker category.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Workforce Management - TransactionalAnalysis Samples

Who uses this report? 

• Line Manager• HR Analyst

When do I use this report? 

When department headcount is required. 

What prompts can I use to narrow theresults of this report? 

• Department Name• Location

How do I share this report? 

Scheduling and delivery options:• Add to briefing book

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FAQ Answer

• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers.

Related Subject AreaThis report uses the Workforce Management - Worker Assignment Real Time subject area. For more information, refer toOracle Human Capital Management Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Headcount and Mobility by Department: ExplainedThe Headcount and Mobility by Department report includes information such as headcount, unfilled vacancy openings,headcount of pending hires, full-time employee headcount, part-time employee headcount, contingent labor headcount,headcount of future terminations, and headcount of workers who are currently absent.

Frequently Asked QuestionsThis table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Workforce Management - TransactionalAnalysis Samples

Who uses this report? 

• Human Resources Analyst• Line Manager

When do I use this report? Used when budgeting for headcount.

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FAQ Answer

   

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreasThis report uses these subject areas:

• Workforce Management - Vacancy Real Time

• Workforce Management - Absence Real Time

• Workforce Management - Worker Assignment Event Real Time

• Workforce Management - Worker Assignment Real Time

For more information, refer to Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle HelpCenter.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

Workforce Mobility Report: ExplainedThe Workforce Mobility report provides headcount of assignment events. You can view information by action type, linemanager, team, or department and you can view the data in a table or a bar chart. This report lists assignment events that

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occurred in the last 12 months separately from and events that will occur in the future. Not all action types are included in thisreport.

Key InsightsView workforce mobility for the previous year and view future mobility.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Workforce Management - TransactionalAnalysis Samples

Who uses this report? 

Line Manager 

When do I use this report? 

When you need to report on mobility. 

What view options are available? 

View options:• Action Type• Team• Department

You can view the report data in a table or graph format.

How do I share this report? 

• Add to briefing book

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FAQ Answer

• Schedule an agent to run the report

What tool can I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Workforce Management - Worker Assignment Event Real Time subject area. For more information, referto Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

Position Incumbents Report: ExplainedThe Position Incumbents report lists each position and the incumbent or incumbents in each position. There can also be noincumbents for a position.

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Frequently Asked QuestionsThis table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Workforce Management - TransactionalAnalysis Samples

Who uses this report? 

• Human Resources Analyst• Line Manager

When do I use this report? 

When you want to review incumbents in each position and identify positions with no occupant. 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreasThis report uses these subject areas:

• Workforce Management - Position Real Time

• Workforce Management - Worker Assignment Real Time

For more information, refer to Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle HelpCenter.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Position Occupancy Report: ExplainedThe Position Occupancy report lists positions, and their headcount, the incumbent headcount, and the calculated openheadcount. You can also review FTE values.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

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FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Workforce Management - TransactionalAnalysis Samples

Who uses this report? 

• Human Resources Analyst• Line Manager

When do I use this report? 

When you need to determine which positions are over or under utilized. 

What prompts can I use to narrow theresults of this report? 

• Department• Position

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses these subject areas:

• Workforce Management - Worker Assignment Real Time

• Workforce Management - Position Real Time

For more information, refer to Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle HelpCenter.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

Workforce Events: ExplainedThe Workforce Events report provides an overview of the various headcount events trending in the organization such as hires,promotions, transfers, terminations, and rehires. You can view counts for the last three years grouped by year. For example, if

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you select 2014 as the year, then the report is generated for 2012, 2013, and 2014. Event details include worker details suchas person number, business unit, and department for a specific HR action, year, and month.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

Reports and Analytics pane - Shared Reports - HCM - Workforce Management -Transactional Analysis Samples

Who uses this report? 

HR Manager, Human Resource Analyst 

When do I use this report? 

When you need an overview of workforce events. 

What prompts can I use to narrow theresults of this report? 

• Year• Quarters• Months• Action Name Details

How do I share this report? 

• Add to briefing book

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Question Answer

• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Workforce Management - Worker Assignment Event Real Time subject area. For more information, referto Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

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6 Payroll Analyses and Reports

Balance Exception Report: ExplainedThe Balance Exception Report identifies values that vary compared to other values for the same balance dimension. Thisvariance could indicate potential overpayments or underpayments.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

• Payroll Checklist work area• Payroll Calculation work area

Who uses this report? 

Payroll Manager 

When do I use this report? 

After calculating the payroll run or QuickPay run. 

How do I run this report? 

Submit the report process from the payroll work area. 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics• Creating and Editing Reports: Explained

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Deduction Report: ExplainedThe Deduction Report displays details of payroll deductions processed for the specified payroll period. You can use thisreport to validate the deduction amounts being processed.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

• Payroll Checklist work area• Payroll Calculation work area

Who uses this report? 

Payroll Manager 

When do I use this report? 

Used during every payroll cycle to validate the deduction amounts that are being processed. 

How do I run this report? 

Submit the report process from the payroll work area. 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Element Results Register: ExplainedThe Element Result Register lists the elements and their primary output for processes that generate run results in a MicrosoftExcel spreadsheet, such as the Calculate Payroll and Calculate Gross Earnings tasks. Use this report as a diagnostic toolwhen you are reviewing results with other reports, such as the balance results and statement of earnings on the PersonProcess Results page and the Payroll Activity Report.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

• Payroll Checklist work area• Payroll Calculation work area

Who uses this report? 

Payroll Manager 

When do I use this report? 

Usually every pay period after running the Payroll Activity Report. 

How do I run this report? 

• Submit the report process from the payroll work area.

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Gross-to-Net Report: ExplainedThe Gross-to-Net Report displays a listing of the total results calculated in the payroll run, such as the total earnings,deductions, and employer charges. Use this report to review totals for the results calculated from payroll runs, QuickPayruns, and payroll reversals by earnings, deductions, and other elements of pay. These balances are used by the prepaymentsprocess.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

• Payroll Checklist work area• Payroll Calculation work area

Who uses this report? 

Payroll Manager 

When do I use this report? 

After each payroll run or, at a minimum, on a quarterly basis. 

How do I run this report? 

Submit the report process from the payroll work area 

What tool do I use to edit the format ofthis report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Payment Register: ExplainedThe Payment Register displays results used to verify and audit payment distributions. The report lists payment details, suchas the payment amount for a payment category, payment type, payment method, and bank information. You can print eithera summary or detail report. The summary report lists the total amounts paid by payment category, type, and method. Thedetail report lists payments for each employee, including the payment amount, bank, and check information.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

• Payroll Checklist work area• Payment Distribution work area

Who uses this report? 

Payroll Manager 

When do I use this report? 

After calculating prepayments and running the payment process. 

How do I run this report? 

Submit the report process from the payroll work area 

What tool do I use to edit the format ofthis report? 

Oracle Business Intelligence Publisher 

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Related Topics• Creating and Editing Reports: Explained

Payroll Activity Report: ExplainedThe Payroll Activity report lists details about payroll runs, such as balance adjustments, taxes, payment information, andemployer liabilities. Use this report independently of other processes, such as prepayments.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

• Payroll Checklist work area• Payroll Calculation work area

Who uses this report? 

Payroll Manager 

When do I use this report? 

When you want to verify, validate, and audit run results before processing payments. 

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FAQ Answer

How do I run this report? 

Submit the report process from the payroll work area 

What tool do I use to edit the format ofthis report? 

Oracle Business Intelligence Publisher 

Related Topics• Creating and Editing Reports: Explained

Payroll Balance Report: ExplainedThe Payroll Balance Report displays balance results of the payroll run. The report extracts the run balance results for aspecific period. It also supplies detailed balance information for a specific employee over a defined period of time. Use thisreport to verify the values of other reports and to report to research a problem discovered by another diagnostic report.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

• Payroll Checklist work area• Payroll Calculation work area

Who uses this report? 

Payroll Manager 

When do I use this report? 

As needed for diagnostic purposes. 

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FAQ Answer

How do I run this report? 

Submit the report process from the payroll work area. 

What tool do I use to edit the format ofthis report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Payroll Costing Report: ExplainedThe Payroll Costing Report displays summarized or detailed costing results from payroll calculations in a Microsoft Excelspreadsheet. Use to verify costing entries of a payroll run and after submitting corrective actions, such as cost adjustmentsand retroactive costing, or costing balance adjustments.

Payroll Costing ReportThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

• Payroll Checklist work area• Payroll Accounting Distribution work area

Who uses this report? 

Payroll Manager 

When do I use this report? 

After submitting a process that generates costing results and before transferring the costing resultsto subledger accounting or to general ledger. 

How do I run this report? 

Submit the report process from the payroll work area. 

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Data Validation Reports: ExplainedThe Data Validation Reports use configured localization requirements to identify any missing attributes based on statutoryrules of the legislative data group. Based on the report output, the administrator can take necessary action to fix the databefore running the dependent processes.

Data Validation ReportThe Payroll Data Validation report lists noncompliant or missing statutory information for a person by payroll statutory unit(PSU). For example, your report might list all people in the PSU with a missing tax reporting unit. The Worker Data Validationreport lists noncompliant or missing statutory information for a worker by legal employer. For example, your report might listall workers in the legal employer with a missing date of birth, job, or department.

The following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

• Payroll Checklist work area• Payroll Calculation work area

Who uses this report? 

Payroll Manager, HR Specialist 

When do I use this report? 

Before the periodic processes, as needed. 

How do I run this report? 

Submit the report process from the payroll work area. 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Payroll Register: ExplainedThe Payroll Register displays details used to verify, validate, and audit payroll calculations. Compare this report to the PayrollActivity Report to ensure that payroll results have been archived correctly. You can print a summary or a detail report. Verifytotal payment amounts with the summary report for each balance category included in a payroll run for a specific payrollperiod, payroll statutory unit and tax reporting unit. Use the detailed report to review the complete payroll run details for eachemployee.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

• Payroll Checklist work area• Payment Distribution work area

Who uses this report? 

Payroll Manager 

When do I use this report? 

After calculating payroll and archiving periodic payroll results for payroll balancing and reconciliationpurposes, and to compare the payment values to previous periods. 

How do I run this report? 

Submit the report process from the payroll work area. 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

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Related Topics

• Creating and Editing Reports: Explained

Payslip: ExplainedThe Payslip provides a record of individual payroll payments received, including pay amounts, deductions taken, andaccruals. You can generate payslips for all employees as a record of payments made, and employees can view or print theirpayslips from the Portrait page.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

• Payroll Checklist work area• Payment Distribution work area• My Portrait - Actions - View Payslip

Who uses this report? 

• Payroll Manager• Employee

When do I generate payslips? 

After generating payments and archiving periodic payroll results. 

How do I generate payslips? 

Submit the payslips process from the payroll work area 

What tool do I use to edit the format ofpayslips? 

Oracle Business Intelligence Publisher 

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Related Topics

• Creating and Editing Reports: Explained

Third-Party Payments Register: ExplainedThe Third-Party Payments Register provides details of all payments made to a third-party person or organization, includinginvoluntary and voluntary deductions. This report lists payments made to an external party for a given period. The parties canbe an organization or a person such as a union, court, or pension trustee.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

• Payroll Checklist work area• Payment Distribution work area

Who uses this report? 

Payroll Manager 

When do I use this report? 

After generating payments. 

How do I run this report? 

Submit the report process from the payroll work area 

What tool do I use to edit the format ofthis report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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7 Talent Management Analyses and Reports

Goal Management Reports

Goal Plan Development Goal Report: ExplainedThe Goal Plan Development Goal report displays a list of worker's development goals belonging to a development goal plansuch as career statement, career preferences, and development needs and actions.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Navigator - Goals - My Worker's Goals - Development Goals - Worker's Name

Who uses this report? 

• Line Manager• Employee

When do I use this report? 

When you want to produce a hard copy of a worker's goals for a performance review, for example. 

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FAQ Answer

What filtering and printing options areavailable for this report? 

Print Options:• Include all goals or selected goals.• Include target outcomes, goal tasks, or both.• Print PDF or HTML format.

How do I share this report? 

Schedule an agent to run the report. 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Goal Plan Performance Goals Report: ExplainedThe Goal Plan Performance Goals report is a printable report that shows the details of selected performance goals within agoal plan for a person. This report includes the target outcomes and tasks associated to the performance goals.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Navigator - Goal Management - My Worker's Goals tab - Performance Goals tabSelect a worker and then click Print Goals.

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FAQ Answer

You can also access this report from the Reports and Analytics pane. Shared Folders - HumanCapital Management - Career - Goals

Who uses this report? 

• Line Manager• Employee

When do I use this report? 

When you want to produce a hard copy of a worker's goals for a performance review, for example. 

What filtering and printing options areavailable for this report? 

• Include all goals or selected goals.• Include target outcomes, goal tasks, or both.• Print PDF or HTML format.

How do I share this report? 

Schedule an agent to run the report. 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Performance Management Reports

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Identify Risk of Loss Reasons Report: ExplainedThe Identify Risk of Loss Reasons report displays the most common reasons for leaving of workers with a high performancerating for a given period. Examples of reasons are family event, leaving voluntarily, planned retirement, voluntary attrition, andso on.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Human Capital Management - Career -Performance - Transactional Analysis Samples

Who uses this report? 

• Line Manager• HR Specialist

When do I use this report? 

When reviewing worker attrition to gain insight into why high performers have left the organization. 

What prompts can I use to narrow theresults of this report? 

• Year• Performance Document Period Name• Risk Reason

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

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Related Subject AreaThis report uses the Workforce Performance - Performance Rating Real Time subject area. For more information, refer toOracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

Identify Top Talent Report: ExplainedThe Identify Top Talent (using Performance and Potential) report displays workers that have both a high potential rating and ahigh performance rating for a given period.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Reports and Analytics pane - Shared Folders - Human Capital Management - Career -Performance - Transactional Analysis Samples

Who uses this report? 

• Line Manager• HR Specialist

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FAQ Answer

When do I use this report? 

When reviewing worker succession to identify high performers who also have high potential in theorganization. 

What prompts can I use to narrow theresults of the report? 

• Year• Performance Document Period Name• Department Name• Location Name• Job Name

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

How can I edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Workforce Performance - Performance Rating Real Time subject area. For more information, refer toOracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

Percentage of Workers Aligned with Organization Goals: ExplainedThe Percentage of Workers Aligned with Organization Goals report provides an overview of the percent of workers alignedto your organization's goals. The percentage of workers aligned is compared against the number of workers. You can viewthis report by Manager, Business Unit Name, Location, Department, Country, Position, and Job Name. The goal categories

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include Customer Satisfaction, Education, Financial, Forecast Conversion, HR Measure, and Sales. You can view the report ingraph or list format.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Career - Performance -Transactional Analysis Samples

Who uses this report? 

HR Manager, Human Resource Analyst, Line Manager 

When do I use this report? 

When you need an overview of the percentage of workers aligned with organization goals. 

What prompts can I use to narrow theresults of this report? 

• Assignment To and From dates• Manager• Business Unit• Department• Location or Country• Job or Position

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Questions Answers

• Goal category

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Workforce Goals - Goal Alignments Real Time and Workforce Management - Worker Assignment RealTime subject areas. For more information, refer to Oracle Human Capital Management Cloud - Subject Area documentationon the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Performance Calibration: ExplainedThis report provides the distribution of performance ratings across the organization. You can view the distribution forvarious performance documents. The report also provides the data of the workers that have not had a performance rating(represented as 0).

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Career - Performance -Transactional Analysis Samples

Who uses this report? 

HR Manager, Line Manager 

When do I use this report? 

When you need to review performance calibration. 

What prompts can I use to narrow theresults of this report?

• Performance Document Period

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Questions Answers

 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Workforce Performance - Performance Rating Distribution Real Time subject area. For more information,refer to Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Performance Document Status: ExplainedThis report provides the count of workers against each status of the performance document. Select the performancedocument from the Period Name list. You can view the report in table or graph format.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Career - Performance -Transactional Analysis Samples

Who uses this report? 

HR Manager, Human Resource Analyst, Line Manager 

When do I use this report? 

When you need a status of performance documents. 

What prompts can I use to narrow theresults of this report?

• Period Name

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Questions Answers

 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

Related Subject AreaThis report uses the Workforce Performance - Performance Documents Status Real Time subject area. For more information,refer to Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

Talent Performance by Potential Matrix: ExplainedThe Performance and Potential 9-box grid is a talent management tool used during the talent review process to assess talentpools by employee performance and potential ratings. The 9-box grid is an effective tool in helping senior leadership teams

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calibrate talent expectations and ratings, identify development needs, and plan for development. On each matrix box, thecount indicates the number of workers that fall into that category. You can also view the data in table format.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Questions Answers

How do I find this report? 

Reports and Analytics pane - Shared Folders - HCM - Career - Performance -Transactional Analysis Samples

Who uses this report? 

HR Manager, Line Manager 

When do I use this report? 

When you need to compare employee performance and potential. 

What prompts can I use to narrow theresults of this report? 

None 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Composer• Oracle Business Intelligence Answers

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Related Subject AreaThis report uses the Workforce Talent Review - Talent Review Meeting Real Time subject area. For more information, refer toOracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.

Related Topics

• Creating Briefing Books: Procedure

• Creating an Agent to Deliver the Salary Details Report: Worked Example

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Performance Document Worker Ratings Report: ExplainedThe Performance Document Worker Ratings report is a printable performance document that shows performance documentdetails for a worker when only worker ratings exist.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Navigator - Performance - My Manager Evaluations

Who uses this report? • Line Manager

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FAQ Answer

  • HR Specialist• Employee

When do I use this report? 

When you want to produce a hard copy of the performance document. 

How do I share this report? 

Schedule an agent to run the report. 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Performance Document Worker And Manager Ratings Report:ExplainedThe Performance Document Worker And Manager Ratings report is a printable performance document that showsperformance document details for a worker when only worker and manager ratings exist. You can review performance

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document content such as competencies, goals and questionnaires and the ratings and comments provided by workers andmanagers.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

Navigator - Performance - My Manager Evaluations

Who uses this report? 

• Line Manager• HR Specialist• Employee

When do I use this report? 

When you want to produce a hard copy of the performance document. 

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FAQ Answer

How do I share this report? 

Schedule an agent to run the report. 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Profile Management Reports

Talent Profile Summary Report: ExplainedThe Talent Profile Summary report is a summarized version of a talent profile for a worker. You can print this report to useduring talent review meetings or for one-on-one performance or goal-setting meetings. Person details included in the reportinclude:

• Job assignments

• Performance evaluations

• Talent ratings

• Education and qualifications details

• Career interest

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• Goals

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report?  

You can access this report in three ways:Navigator - Person Management - Person - Manage Talent Profile - Actions - Print Profile

1. Access a worker's profile.2. Click Actions.3. Click Print Profile.

1. Access a talent review.2. Click Print Profile.

Who uses this report? 

• Line Managers• Talent Review Meeting Members

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FAQ Answer

• HR Specialists

When do I use this report? 

Most often during talent review meetings, one-on-one performance meetings and goal-settingmeetings. 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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8 Human Resources and Payroll Reports forCanada

Record of Employment Interface: ExplainedA Record of Employment (ROE) is issued to an employee when there is an interruption in their earnings due to a terminationor leave of absence. It is issued to employees who work insurable hours and receive insurable earnings. It is used todetermine if an employee qualifies for Employment Insurance benefits when not working.

Before you run this report, you must run the Run Record of Employment Archive process. The output of that process is anarchive of the relevant data and a Record of Employment worksheet. After the archive is run, the Run Record of EmploymentInterface process is run to generate the file to submit to Service Canada through the ROE Web. You can run both processesfrom the Regulatory and Tax Reporting work area.

The Record of Employment Interface is generated as an XML file. The various XML tags on the ROE interface output displaythe archived information.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Payment Checklist work area, select Submit a Process or Report. Specify a Canadianlegislative data group, and select Run Record of Employment Interface.

Who uses this report? 

• Payroll Administrator• Payroll Manager

When do I use this report? 

As required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

• Use the Person field to generate the report for a single person.• Use the Payroll Relationship Group field to run this report for a group of employees.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Workers Compensation Assessable Wages Report:ExplainedThe Workers Compensation Assessable Wages Report displays details of the Workers Compensation calculations andbalances generated in the payroll process. It enables employers to review and reconcile Workers Compensation amounts andprovides data to file their Workers Compensation remittances and year end statements.

Before you run this report, you must:

• Set up the requisite workers compensation data at the Payroll Statutory Unit (PSU) level.

• Run the Calculate Payroll, Prepayments and Archive Periodic Payroll Results processes.

The report includes gross, assessable and excess wages, liability and other information such as rates, maximum assessablewages, and number of employees. The report can be processed to generate employee detail or summary information only.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify aCanadian legislative data group, and select Run Workers Compensation Assessable WagesReport.

Who uses this report? 

• Payroll Administrator• Payroll Manager

When do I use this report? 

As required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

• Use the Payroll Statutory Unit field to generate the report for all the accounts under a specificPSU.

• Use the Province field to run this report for a specific province.• Use the Account field to generate this report for a specific workers compensation account.• Use the Location field to generate the report for a specific location.• Use the Department field to generate the report for a specific department.• Use the Payroll Relationship Group field to run this report for a group of employees.• Use the Report Type field to generate a detailed report or a summary report.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Provincial Medical Report: ExplainedThe Provincial Medical Report calculates and reports the provincial medical employer liability for employers in Ontario,Manitoba, and Newfoundland and Labrador.

It enables employers to review and reconcile provincial medical balances and provides the required data to file their provincialmedical remittances. Amounts on the report represent balances within the starting and ending payment dates specified whenrunning the report.

Before you run this report, you must:

• Set up the requisite provincial medical data at the Payroll Statutory Unit (PSU) level.

• Run the Calculate Payroll, Prepayments and Archive Periodic Payroll Results processes.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Payment Checklist work area, select Submit a Process or Report. Specify a Canadianlegislative data group, and select Run Provincial Medical Report.

Who uses this report? 

• Payroll Administrator• Payroll Manager

When do I use this report? 

As required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

• Use the Payroll Statutory Unit field to generate the report for all the accounts under a specificPSU.

• Use the Province field to run this report for a specific province.• Use the Account field to generate this report for a specific provincial medical account.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Cheque Advice: ExplainedThe Cheque Advice feature generates both an advice and an actual cheque. The advice contains employee, employer andpayroll details, as well as earnings and deductions information. These details are based on the balances, personal, and otherinformation archived by the Payroll Archive process. The actual cheque is located at the bottom of the advice.

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The Generate Cheque Payments process selects employees processed in the Payroll Archive for a given payroll and payperiod, and who have a payment method of cheque.

You must run this process after the Calculate Payroll, Prepayments and Archive Periodic Payroll Results processes.

If the employee's payroll relationship has multiple tax reporting units (TRUs) that are processed in the same payroll run,separate cheque advices are generated for each TRU. The separate advices are contained within one PDF document.

The cheque advice does not extend past one page. To accomplish this requirement, some details might be summarized if theoutput extends past one page.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Payment Checklist work area, select Submit a Process or Report. Specify a Canadianlegislative data group, and select Generate Cheque Payments.

Who uses this report? 

• Payroll Administrator• Payroll Manager

When do I use this report? 

Generate this report whenever you require printable copies of your employee payments made bycheque. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll field to restrict the results to a specific payroll run. 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Report on Hirings: ExplainedThe Report on Hirings allows employers to report to Service Canada the required information for each newly hired or recalledemployee. This information helps Service Canada officials detect and prevent Employment Insurance (EI) abuse, and ensurethat only eligible employees get EI benefits.

The interface is run for each Employer's Account Number (the Tax Reporting Unit registration number). The report providesthe details of the Social Insurance Number, employee number and latest hire date of employees. The report is run for aspecific range of employment dates. One .txt file is created for each employer.

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Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Manage Regulatory and Tax Reporting work area, select Submit a Process or Report,Specify a Canadian legislative data group, and select Run Report on Hirings.

Who uses this report? 

• Payroll Administrator• Payroll Manager

When do I use this report? 

As required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

• Use the Payroll Statutory Unit field to generate a separate output file for each TRU oremployer account number within this PSU.

• Use the Tax Reporting Unit field to run this report against a specific tax reporting unit.• Use the Starting Employment Date and Ending Employment Date to generate the report for a

specific period.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Canada Online Payslip: ExplainedYou can generate an online payslip for each payment made to an employee for a given pay period. You can also generate thepayslip for any other payment made not for a specific pay period, such as a bonus or commission payment.

You can also generate a printed record of the employee's payslip.

Before generating the payslip, you must:

• Complete the Archive Periodic Payroll Results process

• Complete the Generate Cheque Payments or Direct Deposit process

The payslip includes details of the payment such as employee and employer information, pay period, earnings, deductionsand accruals, as well as net pay distribution details.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

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Question Answer

How do I find this report? 

In the Payment Distribution work area, select Submit a Process or Report, Specify a Canadianlegislative data group, and select Generate Payslips.

Who uses this report? 

• Payroll Administrator• Payroll Manager

When do I use this report? 

Generate this report whenever you require printable copies of your employee payslips. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll field to restrict the results to a specific payroll run. 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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9 Human Resources and Payroll Reports forChina

Payroll Data for National Standard Document 24589:ExplainedGenerates payroll data to facilitate government auditing process, according to the Chinese recommended national standarddocument 24589.

Payroll managers and payroll administrators run this report to extract payroll data in a format compliant with the National AuditOffice of the People's Republic of China guidelines for the filing of payroll data by state-owned enterprises. You can run thisreport on an entire accounting year or specify an accounting period of between 1 and 12 months. In accordance with therecommended national standard document 24589, the xml report output is in the Chinese language.

You can run the Payroll Data Interface Report from the Payroll Checklist or Regulatory and Tax Reporting work area.

Before you run this report, you must:

• Successfully calculate payroll run results. You don't need to archive payroll results prior to running the report; thereport process archives data before generating the report output.

• Review the balances currently available under the balance group Chinese State-Owned Enterprise Payroll DataInterface Report, which is shared among legal employers, to ensure that it only contains the balances relevant tothe legal employer for which you're running the report. Add and remove balances to and from the balance group ifrequired using the Batch Loader.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify aChinese legislative data group, and select Run State-Owned Enterprise Payroll Data InterfaceReport. 

Who uses this report? 

• Payroll Manager

• Payroll Administrator

When do I use this report? 

As required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

Use Legal Entity and Accounting Year fields 

How do I share this report? 

• Add to briefing book

• Schedule an agent to run the report

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Question Answer

What tool do I use to edit this report 

Oracle Business Intelligence Publisher 

Individual Income Tax Summary Report for Beijing:ExplainedThe report generates monthly details of the dedicated payment form for electronic payments to the treasury.

Companies operating from Beijing must submit both this summary report and the individual income tax detail report, and thetotal amounts of both reports must match. Submit the reports each month for the previous month's tax amount. (You cansubmit the report either on paper or using the e-tax system Beijing tax bureau provides.)

You can run this report from the Payroll Checklist or Regulatory and Tax Reporting work area.

Before you run this report, you must successfully:

• Calculate payroll run results

• Calculate prepayments

• Archive the payroll run

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify aChinese legislative data group, and select Individual Income Tax Summary. 

Who uses this report? 

• Payroll Manager

• Payroll Administrator

When do I use this report? 

As required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

• Use the Tax Reporting Unit field to run this report against a specific tax reporting unit.

• Use the Income Item field to run this report against a particular income item.

How do I share this report? 

• Add to briefing book

• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Publisher

• HCM Extracts

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Individual Income Tax Detail Report for Tianjin: ExplainedThe report generates separate individual income tax detail reports as required Tianjin city.

The Individual Income Tax Detail Report for Tianjin allows reporting of tax collected locally from employees. You can producea single report for all employees or generate separate reports by report type and taxpayer category.

You can run this report from the Payroll Checklist or Regulatory and Tax Reporting work area.

Before you run this report, you must successfully:

• Calculate payroll run results

• Calculate prepayments

• Archive the payroll run

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify aChinese legislative data group, and select Individual Income Tax Detail Report. Select Tianjin City inthe Territory Parameter. 

Who uses this report? 

• Payroll Manager

• Payroll Administrator

When do I use this report? 

As required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

Use the Tax Reporting Unit field to run this report against a specific tax reporting unit. 

How do I share this report? 

• Add to briefing book

• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Publisher

• HCM Extracts

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Individual Income Tax Detail Report for Shenzhen:ExplainedThe report generates separate individual income tax detail reports as required Shenzhen city.

The Individual Income Tax Detail Report for Shenzhen allows reporting of tax collected locally from employees. You canproduce a single report for all employees or generate separate reports by report type and taxpayer category.

You can run this report from the Payroll Checklist or Regulatory and Tax Reporting work area.

Before you run this report, you must successfully:

• Calculate payroll run results

• Calculate prepayments

• Archive the payroll run

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify aChinese legislative data group, and select Individual Income Tax Detail. Select Shenzhen City in theTerritory Parameter. 

Who uses this report? 

• Payroll Manager

• Payroll Administrator

When do I use this report? 

As required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

Use the Tax Reporting Unit field to run this report against a specific tax reporting unit. 

How do I share this report? 

• Add to briefing book

• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Publisher

• HCM Extracts

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Individual Income Tax Detail Report for Shanghai: ExplainedThe report generates separate individual income tax detail reports as required Shanghai city.

The Individual Income Tax Detail Report for Shanghai allows reporting of tax collected locally from employees. You canproduce a single report for all employees or generate separate reports by income item and taxpayer category.

You can run this report from the Payroll Checklist or Regulatory and Tax Reporting work area.

Before you run this report, you must successfully:

• Calculate payroll run results

• Calculate prepayments

• Archive the payroll run

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify aChinese legislative data group, and select Individual Income Tax Detail. Select Shanghai City in theTerritory Parameter. 

Who uses this report? 

• Payroll Manager

• Payroll Administrator

When do I use this report? 

As required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

Use the Tax Reporting Unit field to run this report against a specific tax reporting unit. 

How do I share this report? 

• Add to briefing book

• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Publisher

• HCM Extracts

Individual Income Tax Detail Report for Beijing: ExplainedThe report generates separate individual income tax detail reports as required for Beijing, Shanghai, Shenzhen, and Tianjin.

The Individual Income Tax Detail Report for Beijing allows reporting of tax collected locally from employees. You can producea single report for all employees or generate separate reports by income item and taxpayer category.

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You can run this report from the Payroll Checklist or Regulatory and Tax Reporting work area.

Before you run this report, you must successfully:

Calculate payroll run results

Calculate prepayments

Archive the payroll run

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify aChinese legislative data group, and select Individual Income Tax Detail Report. Select Beijing City inthe Territory Parameter. 

Who uses this report? 

• Payroll Manager

• Payroll Administrator

When do I use this report? 

As required for statutory purposes.  

What prompts can I use to narrow theresults of this report? 

Use the Tax Reporting Unit field to run this report against a specific tax reporting unit. 

How do I share this report? 

• Add to briefing book

• Schedule an agent to run the report

What tool do I use to edit this report? 

• Oracle Business Intelligence Publisher

• HCM Extracts

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10 Human Resources and Payroll Reports forFrance

Access to Training Report: ExplainedThe Access to Training Report (BIAF) is a statutory document that must be provided to employees on fixed-term contractallowing them access to training and competency development managed by OPACIF.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklist work area, select Submit a Process or Report. Specify a France legislative datagroup (LDG). Select French Access to Training Report.. 

Who uses this report? 

HR Managers 

When do I use this report? 

Run this report at the time of providing the fixed-term contract to the employee. You can also runthis report for employee requests or upon employee termination. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Legal Employer field to specify the legal entity. Use the Establishment field to run the report for a specific reporting establishment. Use the Person field to run this report for a specific employee. Use the Effective Date field to run the report for all eligible persons as on the specified date. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Disability Employment Report for France: ExplainedThe Disability Employment Report or the DOETH is a mandatory declaration of disabled workers in the establishment. Thisprocess provides four reports that enable you can use for the DOETH and submit to the DDTEFP:

• Disabled employees with relevant information

• Disabled trainees

• Employees with ECAP

• Total headcount

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area, select Submit a Process or Report. Specify a France legislative datagroup (LDG). Select French Disability Employment Report. 

Who uses this report? 

HR Managers and Administrators 

When do I use this report? 

Run this report annually 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Legal Employer field to specify the legal entity. Use the Establishment field to run the report for a specific reporting establishment. Use the Effective Date field and Start Date field to extract all disabled employees that have a workrelationship with the company during the specified date range. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Manpower Movement Report: ExplainedThe Manpower Movement Report is a statutory HR report that must be submitted to the government department of labourand reports every work contract that was started or ended within the reporting period. The report contains details of newlyhired employees, employee transfers, and terminated employees.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area, select Submit a Process or Report. Specify a France legislative datagroup (LDG). Select French Manpower Movement. 

Who uses this report? 

HR Managers and Payroll Managers 

When do I use this report? 

Run this report every month or as required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Legal Employer field to specify the legal entity. Use the Establishment field to run the report for a specific reporting establishment. Use the Start Date Field to specify the reporting period, for example, the first day of the month. Use the Effective Date field to specify the end date for the reporting period. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Personnel Register: ExplainedThe French Personnel Register (RUP) is a mandatory report of persons currently employed in an establishment, andemployees who were previously employed with the establishment in the last five years.

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Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area, select Submit a Process or Report. Specify a France legislative datagroup (LDG). Select French Personnel Register. 

Who uses this report? 

HR Managers and Payroll Managers 

When do I use this report? 

Run this report every month or as required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Legal Employer field to specify the legal entity. Use the Establishment field to run the report for a specific reporting establishment. Use the Start Date Field to specify the start of the reporting period. Use the Effective Date field to specify the end date for the reporting period. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics• Creating and Editing Reports: Explained

Social Report: ExplainedThe French Social Report is a statutory report published every year to compare the results of the current year with theprevious two years, using a given set of indicators. You can generate this report for a tax reporting unit (TRU) and for a legalemployer.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area, select Submit a Process or Report. Specify a France legislative datagroup (LDG). Select French Social Report. 

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FAQ Answer

Who uses this report? 

HR Managers and Administrators 

When do I use this report? 

Run this report annually or as required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Legal Employer field to specify the legal entity. Use the Establishment field to run the report for a specific reporting establishment. Use the Start Date Field to specify the start of the reporting period. Use the Effective Date field to specify the end date for the reporting period. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics• Creating and Editing Reports: Explained

Unique Statement of Employment: ExplainedThe DUE or the Unique Statement of Employment is generated when employees or trainees are hired or rehired by theorganization. The report must be submitted to the URSSAF. The declaration consists of information about the hiringorganization and the employee details. It is also used to complete various formalities like the registration of the person withthe health insurance or unemployment systems, if required.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area, select Submit a Payroll Flow. Specify a France legislative data group(LDG). Select French Unique Statement of Employment. 

Who uses this report? 

HR Managers and Payroll Managers 

When do I use this report? 

Run this report every month or as required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Legal Employer field to specify the legal entity.

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FAQ Answer

 Use the Establishment field to run the report for a specific reporting establishment. Use the Person field to run the report for a specific person. Trainees are not automatically includedin the report. You can use this field if you want to run the report for a trainee. Use the Start Date Field to specify the start of the reporting period. Use the Effective Date field to specify the end date for the reporting period. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Work Certificate: ExplainedThe Work Certificate is a certificate or letter provided to terminated employees. It describes the employee and employerdetails, and lists the employee's jobs while employed by the company. The employer information includes company andestablishment names, SIRET, and addresses. The employee information includes basic information, jobs held and theirdescription, and information on individual entitlement to training.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Checklists work area, select Submit a Process or Report. Specify a France legislative datagroup (LDG). Select French Work Certificate. 

Who uses this report? 

Human Resource Specialist and Payroll Managers 

When do I use this report? 

Run this process for a terminated employee or a set of employees who are terminated. 

What prompts can I use to narrow theresults of this report? 

Use the Legal Employer field to specify the legal entity of the terminated employees. Use the Person field to run the work certificate for a specific person. Use the Start Date and Effective Date fields to extract all the employees having a termination dateincluded in the range specified by Start Date or Effective Date. 

How do I share this report? Add to briefing book

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Question Answer

   Schedule an agent to run the report 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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11 Human Resources and Payroll Reports forGCC Countries

Kuwait Reports

Disabled Workers Report for Kuwait: ExplainedEmployers in GCC countries need to provide the Disabled Workers report monthly. You can generate the report from thework areas in Human Resources by running or scheduling the process. You can also generate the report from the BI Catalogin HCM, Workforce Management, Person Management, and the country of your requirement for example, Kuwait.

Only employees and contingent workers who have a registered disability as at the effective date will be shown on the report.The person's disability status can be Active, Approved, Permanent, or Temporary.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Checklists work area. From the Tasks pane, Payroll Flows > click Submit a Process or Report> search for and select Run Disabled Workers Report. Alternatively, from the BI Catalog, go to HCM, Workforce Management, Person Management, andthen select the relevant GCC country. 

Who uses this report? 

HR Manager HR Specialist 

When do I use this report? 

When sending disabled workers data to Kuwait Ministry of Social Affairs. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

IPE Consolidated New Hire and Termination Report for Kuwait:ExplainedThe IPE Consolidated New Hire and Termination report is a monthly payroll report that is used across all Gulf CooperationCouncil (GCC) countries by the social insurance offices. The Insurance Protection Extension report consolidates information

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related to new hires and terminations in a single calendar month. The report is applicable for employees of GCC citizenship,as per the Social Insurance Calculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report is printed per employee with the following sections:

• Employee Information

• Employee New Hire Salary Information, if applicable

• Employee Termination Salary Information, if applicable

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run Kuwaiti IPE Consolidated Report. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the monthly hire and termination report to the social insurance office. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Report 103 New Hires and Terminations: ExplainedThe monthly report for new hires and terminations tracks the notice of commencement or termination of an insured person.It includes workers who are rehired. The report is applicable for employees of Kuwaiti citizenship, as per the Social InsuranceCalculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

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This report is printed per employee with the following sections:

• Employee Information

• Employee New Hire Information, if applicable

• Employee Termination Information, if applicable

• Employee Additional Social Insurance on Termination Information, if applicable

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run Report 103. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the monthly report on new hires and terminations to PIFSS. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Report 168 Monthly Movements: ExplainedReport 168 is the Kuwaiti Monthly Movement Report that displays employee movements during the month. The reportprovides details of newly hired employees, salary changes of existing employees, and terminated employees. Kuwaiticompanies must submit the Report 168 every month for each legal employer to the Public Institution for Social Security(PIFSS) in the specified format. The report is applicable for employees of Kuwaiti citizenship, as per the Social InsuranceCalculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report is printed with the following sections:

• Employer Information

• List of Employees Hired or Terminated, with appropriate information

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• List of Employees with Salary Changes, with appropriate information

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run Report 168 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the monthly movements report every month to PIFSS in the specified format. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Report 55 Detailed Salary Statement: ExplainedKuwaiti Detailed Salary Statement Report (Report 55) is an annual report with a detailed statement of the insured and theirsalaries. Companies in the Private or Oil sector must submit the report to the PIFSS at the beginning of each year in thespecified format. The report is applicable for employees of Kuwaiti citizenship, as per the Social Insurance Calculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report is printed with the following sections:

• Employer Information

• List of Employees with earnings information

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

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FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run Report 55. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the detailed salary statements of employees every month to PIFSS in the specifiedformat. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Report 56 Commencement and Termination of AdditionalContributions: ExplainedReport 56 is a notice of the commencement and termination of an employee's subscription for complementary orsupplementary insurance. You can generate the report for any month, when complementary or supplementary insurancestarts or ends. The report is applicable for employees of Kuwaiti citizenship, as per the Social Insurance Calculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report is printed per employee with the following sections:

• Employer Information

• Employee Personal Information

• Employee Commencement of Complementary Contributions Information, if applicable

• Employee Termination of Complementary Contributions Information, if applicable

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run Report 56. 

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FAQ Answer

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the monthly report on commencement and termination of subscription of employees. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Report 166 Monthly Contributions: ExplainedThe monthly contributions paid to Public Institution for Social Security (PIFSS) are tracked in Report 166 or MonthlyContributions Report. The report shows a total of the qualifying balance amounts for Kuwaiti employees associated with apayroll statutory unit. The report is applicable for employees of Kuwaiti citizenship, as per the Social Insurance CalculationCard.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report is printed with the following sections:

• Employer Information plus Total Contributory Salary Information

• Total Contributions by Social Insurance Scheme

• Total Employer Contributions by Social Insurance Scheme

• Total Employee Contributions by Social Insurance Scheme

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run Report 166. 

Who uses this report? 

Payroll Administrator Payroll Manager 

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FAQ Answer

When do I use this report? 

When sending the monthly contributions to PIFSS in the specified format. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Saudi Arabia Reports

Disabled Workers Report for Saudi: ExplainedEmployers in GCC countries need to provide the Disabled Workers report monthly to the Ministry of Health. You can generatethe report from the work areas in Human Resources by running or scheduling the process. You can also generate the reportfrom the BI Catalog in HCM, Workforce Management, Person Management, and the country of your requirement for example,Saudi Arabia.

Only employees and contingent workers who have a registered disability as of the effective date will be shown on the report.The person's disability status can be Active, Approved, Permanent, or Temporary.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Checklists work area. From the Tasks pane, Payroll Flows > click Submit a Process or Report> search for and select Run Disabled Workers Report. Alternatively, from the BI Catalog, go to HCM, Workforce Management, Person Management, andthen select the relevant GCC country. 

Who uses this report? 

HR Manager HR Specialist 

When do I use this report? 

When sending disabled workers data to Saudi Ministry of Health. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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GOSI Form 3 Report: ExplainedEmployers in Saudi Arabia must submit the GOSI Form 3 report for each worker in the service, under their sponsorship.The form is presented to GOSI along with the birth document of the worker, if the worker is not registered with GOSI. Theemployer also completes the form for the worker who leaves the service and notifies GOSI. The monthly report is distributedto the GOSI office, where the employer is registered.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report is printed per employee with the following sections:

• Employer Information

• Employee Personal Information

• Employee Employment Information

• Employee Termination Information

The report is generated based on the employee compensation information and element classification details.

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run GOSI Form 3. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the employer and employee details every month to the GOSI office. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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GOSI Form 4 Report: ExplainedEmployers in Saudi Arabia must submit the GOSI Form 4 report every month. The report contains the list of Saudi Arabia andnon-Saudi Arabia joiners and leavers along with their monthly contributions. The report is distributed to the GOSI office, wherethe employer is registered.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

The report is generated based on the employee compensation information and element classification details.

This report contains the following sections:

• Employer Information

• New Hires Information

• Terminations Information

• Monthly Contribution Information

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run GOSI Form 4. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the employer and employee details every month to GOSI office. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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GOSI Form 5 Report: ExplainedEmployers in Saudi Arabia must submit the GOSI Form 5 report every month for their total workforce. The report lists 10joiners and 10 leavers per page and is distributed to the GOSI office where the employer is registered.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

The report is generated based on the employee compensation information and element classification details.

This report contains the following sections:

• Employer Information

• New Hires Information

• Terminations Information

• Monthly Contribution Information

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run GOSI Form 5. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the list of joiners and leavers to GOSI office every month. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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IPE Annual Salary Report: ExplainedThe employers in Saudi Arabia must submit the IPE Annual Salary Report once a year. The report lists the employees as ofJanuary of that year and includes GOSI Reference Earnings for the current year and 8 earlier years for those employees listedin the report and is applicable for employees of GCC citizenship, as per the Social Insurance Calculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run Saudi IPE Report. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the list of employees as of January each year. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

IPE Consolidated New Hire and Termination Report for Saudi:ExplainedThe IPE Consolidated New Hire and Termination report is a monthly payroll report that is used across all Gulf CooperationCouncil (GCC) countries by the social insurance offices. The Insurance Protection Extension report consolidates informationrelated to new hires and terminations in a single calendar month. The report is applicable for employees of GCC citizenship,as per the Social Insurance Calculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

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• Prepayments

• Payroll Archive

This report is printed per employee with the following sections:

• Employee Information

• Employee New Hire Salary Information, if applicable

• Employee Termination Salary Information, if applicable

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run Saudi IPE Consolidated Report. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the monthly hire and termination report to the social insurance office. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Wage Protection System Report for Saudi: ExplainedThe Wage Protection System Report tracks the wage amounts that need to be paid to the employees who have EFTPayment method attached to them for the given period. This file is processed by banks for crediting wages to Employees.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

The report is generated based on the employee compensation information and element classification details.

This comma separated value report contains the following sections:

• Employer Bank Information

• Each Employees Bank and Earnings Information

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You can reproduce the report with the data as at the time of the initial run as the data required is included in the payrollarchive.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run Saudi WPS Report. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the monthly wage amounts to banks. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

UAE Reports

Disabled Workers Report for UAE: ExplainedEmployers in GCC countries need to provide the Disabled Workers report monthly. You can generate the report from thework areas in Human Resources by running or scheduling the process. You can also generate the report from the BI Catalogin HCM, Workforce Management, Person Management, and the country of your requirement for example, Kuwait.

Only employees and contingent workers who have a registered disability as at the effective date will be shown on the report.The person's disability status can be Active, Approved, Permanent, or Temporary.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Checklists work area. From the Tasks pane, Payroll Flows > click Submit a Process or Report> search for and select Run Disabled Workers Report. Alternatively, from the BI Catalog, go to HCM, Workforce Management, Person Management, andthen select the relevant GCC country.

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FAQ Answer

 

Who uses this report? 

HR Manager HR Specialist 

When do I use this report? 

When sending disabled workers data to UAE Ministry of Health. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Form 1 New Hires Report: ExplainedOn hiring an employee, every employer must submit the on-demand statutory report, Form 1 New Hires report to GeneralPension and Social Security Authority (GPSSA). The report is applicable for employees of UAE citizenship, as per the SocialInsurance Calculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

The report consists of the following sections:

• Employer Information

• Employee Personal Information

• Employee Qualification Information

• Employee Disability Information

• Employee Compensation Information

You can only generate the report for the PSU whose Social Insurance Fund Type is GPSSA. You can reprint the statutoryreports with the data as at the time of the initial run. To facilitate reprinting the reports, the data required for statutory reportsis included in the payroll archive, except for the contact details of the employer, which are taken from live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run Form 1. 

Who uses this report? 

Payroll Administrator Payroll Manager

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FAQ Answer

 

When do I use this report? 

When sending the new hire details at the end of every month to GPSSA. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Form 2 Terminated Employees Report: ExplainedOn terminating an employee, every employer must submit a report, Form 2 Terminated Employees Report at the end of themonth to GPSSA. The report is applicable for employees of UAE citizenship, as per the Social Insurance Calculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report consists of the following sections:

• Employer Information

• Employee Basic Information

• Employee Salary and End-of-Service Deduction Details

You can only generate the report for the PSU whose Social Insurance Fund Type is GPSSA. You can reprint the statutoryreports with the data as at the time of the initial run. To facilitate reprinting the reports, the data required for statutory reportsis included in the payroll archive, except for the contact details of the employer, which are taken from live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report> search for and select Run Form 2. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the terminated employees list at the end of the month to GPSSA. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? Oracle Business Intelligence Publisher

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FAQ Answer

   

Form 6 Insured Details Report: ExplainedEmployers in UAE must submit insured details in the statutory report, Form 6 at the end of the month to GPSSA. The reportconsists of information about the insured employees, employed in the private sector, who have UAE citizenship, as per theSocial Insurance Calculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report consists of the following sections:

• Employer Information

• Employee Compensation Information

You can only generate the report for the PSU whose Social Insurance Fund Type is GPSSA. You can reprint the statutoryreports with the data as at the time of the initial run. To facilitate reprinting the reports, the data required for statutory reportsis included in the payroll archive, except for the contact details of the employer, which are taken from live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report> search for and select Run Form 6. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the insured employees in the private sector at the end of the month to GPSSA. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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Form 7 Monthly Movements Report: ExplainedEmployers in UAE must submit the statutory report, Form 7, Monthly Movements Report to GPSSA at the end of eachmonth. It contains details of newly hired employees, salary changes of existing employees, and terminated employees. Thereport is applicable for employees of UAE citizenship, as per the Social Insurance Calculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report consists of the following sections:

• Employer Information

• Summary of contributions for the current month

• Salary information of new employees

• Terminated employees

• Other changes such as employees with salary changes

Note: On each page of the report 5 hired employees, 4 salary changes, and 4 terminated employees aredisplayed. Blank rows are displayed if no data exists for the section.

You can only generate the report for the PSU whose Social Insurance Fund Type is GPSSA. You can reprint the statutoryreports with the data as at the time of the initial run. To facilitate reprinting the reports, the data required for statutory reportsis included in the payroll archive, except for the contact details of the employer, which are taken from live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report> search for and select Run Form 7. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the monthly movement details at the end of every month to GPSSA. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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IPE Consolidated New Hire and Termination Report for UAE:ExplainedThe IPE Consolidated New Hire and Termination report is a monthly payroll report that is used across all Gulf CooperationCouncil (GCC) countries by the social insurance offices. The Insurance Protection Extension report consolidates informationrelated to new hires and terminations in a single calendar month. The report is applicable for employees of GCC citizenship,as per the Social Insurance Calculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report is printed per employee with the following sections:

• Employee Information

• Employee New Hire Salary Information, if applicable

• Employee Termination Salary Information, if applicable

You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the datarequired for statutory reports is included in the payroll archive, except for the contact details of the employer, which are takenfrom live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run UAE IPE Consolidated Report. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the monthly hire and termination report to the social insurance office. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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Monthly Contributions in Government Sector Report: ExplainedEmployers in UAE must submit the Monthly Contributions Government Sector report to GPSSA at the end of each month.The report holds the data of monthly contributions paid to the General Pension and Social Security Authority by thegovernment sector employers for their employees who have UAE citizenship, as per the Social Insurance Calculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report consists of the following sections:

• Employer Information

• Employee Identification Information

• Employee Compensation Information

• Employee and Employer Contributions

You can only generate the report for the PSU whose Social Insurance Fund Type is GPSSA. You can reprint the statutoryreports with the data as at the time of the initial run. To facilitate reprinting the reports, the data required for statutory reportsis included in the payroll archive, except for the contact details of the employer, which are taken from live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report> search for and select Run Monthly Contributions Government Sector Report. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the monthly contributions of the Government sector employees in end of the monthto GPSSA. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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Monthly Contributions in Private Sector Report: ExplainedEmployers in UAE must submit the Monthly Contributions Private Sector report to GPSSA at the end of each month. Thereport holds the data of monthly contributions paid to the General Pension and Social Security Authority by the private sectoremployers for their employees who have UAE citizenship, as per the Social Insurance Calculation Card.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report consists of the following sections:

• Employer Information

• Employee Identification Information

• Employee Compensation Information

• Employee and Employer Contributions

You can only generate the report for the PSU whose Social Insurance Fund Type is GPSSA. You can reprint the statutoryreports with the data as at the time of the initial run. To facilitate reprinting the reports, the data required for statutory reportsis included in the payroll archive, except for the contact details of the employer, which are taken from live data.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report> search for and select Run Monthly Contributions Private Sector Report. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the monthly contributions of the private sector employees in end of the month toGPSSA. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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WPS Salary Information File Report: ExplainedSalary Information File is a statutory report that an employer must submit to a Wage Protection agent at the end of eachmonth. The report tracks the wage details paid to individual employees.

Ensure that the following processes are run before you generate this report:

• Payroll Run

• Prepayments

• Payroll Archive

This report contains the following information:

• Employee Detail Record (EDR)

• Salary Control Record (SCR)

You can reproduce the report with the data as at the time of the initial run. To facilitate reproducing the report, the datarequired is included in the payroll archive.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

Where do I generate this report? 

In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit aProcess or Report > search for and select Run Salary Information File. 

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

When sending the salary information file to the Wage Protection agent every month. 

How do I share this report? 

• Add to briefing book• Schedule to run the process and generate the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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12 Human Resources and Payroll Reports forGermany

Disability Report for Germany: ExplainedThe German Disability Report allows employers to report the number of disabled employees and additional information aboutthem to the Employment Agency. This report generates three CSV files (a, c, and d), and an audit file. For more informationon the files a, c, and d, visit the REHADAT-Elan website.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area, select Submit a Process or Report. Specify a German legislative datagroup (LDG). Select REHADAT Disability Report. 

Who uses this report? 

HR Managers and HCM Specialists 

When do I use this report? 

Run this report annually or as required for statutory purposes. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Legal Employer field to specify the legal entity. Use the Effective Date field and Start Date field to extract all disabled employees that have a workrelationship with the company during the specified date range. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Worker Data Validation Report for Germany: ExplainedThe Worker Data Validation Report is generated to get a list of employees with missing or noncompliant statutory HR data.The report is delivered in PDF format and lists the persons with the missing attributes as of the effective date. Use the reportresults to make the HR data statutory compliant and complete by adding the missing information for the listed persons.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area, select Submit a Payroll Flow. Specify a German legislative data group(LDG). Select Run Worker Data Validation Report. 

Who uses this report? 

HR Managers and HCM Specialists 

When do I use this report? 

Run this report before running periodic processes (for example, payroll run) or reports. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Legal Employer field to specify the legal entity. Use the Effective As-of Date field to specify the reporting date. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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13 Human Resources and Payroll Reports forthe United States

EEO-1 Establishment Electronic Report: ExplainedThe Employer Information Report EEO-1 (EEO-1 Report) is a federally-mandated annual compliance report for employers withmore than 100 employees providing employment data categorized by race, gender, and predefined job categories.

This process produces an output file suitable for electronic submission to the EEO-1 Joint Reporting Committee.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Data Exchange work area, select Submit a Batch. Specify a US legislative data group, andselect Run EEO-1 Establishment Electronic Report.

Who uses this report? 

Human Resource Analyst Human Resource Manager Human Resource Specialist Human Resources VP 

When do I use this report? 

You must file EEO-1 Report with the EEO-1 Joint Reporting Committee not later than September30. It must use employment numbers from any pay period in July through September of thereporting year. 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Employee Active Payroll Balance Report: ExplainedThe Employee Active Payroll Balance report displays the current values for any given list of employee balances. You comparethis data against the archived data to assist in reconciling your periodic payrolls and quarterly and year-end balances. Thisreport can also assist in determining if you have any tax balances over the statutory limits such as Social Security and

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Deferred Compensation. You can also determine if any of the tax liability balances are improperly calculated such as SocialSecurity, Medicare or FUTA. Refer to the Oracle Fusion Human Capital Management for the US Payroll Reconciliation whitepaper for complete instructions.

This report produces a text output file viewable in a spreadsheet or word processing program.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Checklists work area, select Submit a Process or Report. Specify a US legislative datagroup, and select Run Employee Active Payroll Balance Report.

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

Run this report prior to generating your Employee W-2s and running the Third-Party Tax FilingInterface to assist with reconciliation and balancing of your data. 

What prompts can I use to narrow theresults of this report? 

Use the Employee Name field to run this report against a specific employee.Use the Payroll Relationship Group field to run this report for group of employees.Use the Tax Reporting Unit field to run this report for all employees in the tax reporting unit.Use the year-to-date, quarter, or run balance fields to report different balance values.Use the Payroll field to return results for a specific payroll run.Use the Consolidation Group field to run the report against the members of a consolidation group.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Multiple Worksite Report: ExplainedThe Multiple Worksite Report (MWR) collects information on a business establishment's employment and wages, distributedby industry, location, and state. This report is filed with the Bureau of Labor Statistics (BLS) Electronic Data Interchange (EDI)Collection Center. The report data is used to ensure an equitable distribution of federal funds through grant programs that usecounty economic indicators as a basis for allocations.

This process produces an output file suitable for electronic submission to the EDI Collection Center.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

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Question Answer

How do I find this report? 

In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify a USlegislative data group, and select Run Multiple Worksite Report.

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

Eligible employers must submit this report on a quarterly basis. Transmit the output file to the EDICollection Center on or before the last day of the month following the end of the quarter. 

What prompts can I use to narrow theresults of this report? 

Use the Tax Reporting Unit field to run this report for all worksites in a specific tax reporting unit.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

New Hire State Electronic Report: ExplainedThe New Hire State Report produces information on all of an employer's newly hired and rehired employees for submissionto the appropriate state employment authorities. These agencies use these reports to match against new or existing childsupport records to locate parents and establish and enforce child and spousal support orders.

This process produces an output file suitable for electronic submission to the state employment authority.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Data Exchange work area, select Submit a Batch. Specify a US legislative data group, andselect Run New Hire State Electronic Report.

Who uses this report? 

Human Resource Analyst Human Resource Manager Human Resource Specialist Human Resources VP 

When do I use this report? 

Eligible employers must report their new hires within a state-mandated number of days afterthe date of hire. Most states require the report be submitted within 20 calendar days from

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an employee's first day of work. Consult with the appropriate state agency for the reportingrequirements. 

What prompts can I use to narrow theresults of this report? 

Use the Legal Employer field to run this report for all employees within a specific legal employer.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics• Creating and Editing Reports: Explained

US Online Payslip: ExplainedThis process produces a printable record of:

• An employee's payment for a given pay period

• Any payment not associated with a specific pay period, such as a bonus or commission payment

It includes details of the payment, such as employee and employer information, pay period, earnings, deductions andaccruals, and net pay distribution details.

The output of this process is stored in the Documents of Record.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Payment Distribution work area, select Submit a Process or Report. Specify a US legislativedata group, and select Generate Payslips.

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

Generate this report whenever you require printable copies of your employee payslips. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll field to restrict the results to a specific payroll run.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? Oracle Business Intelligence Publisher

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Related Topics

• Creating and Editing Reports: Explained

VETS-100A Establishment Electronic Report: ExplainedFederal contractors and subcontractors with contracts in the amount of 100,000 USD or more must submit the VETS-100Areport to the Department of Labor's Veterans' Employment and Training Service (VETS).

As of 2015, this report has been replaced by the VETS-4212 report.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Data Exchange work area, select Submit a Batch. Specify a US legislative data group, andselect Run VETS-100A Establishment Electronic Report.

Who uses this report? 

Human Resource Analyst Human Resource Manager Human Resource Specialist Human Resources VP 

When do I use this report? 

This report has been discontinued as of 2015. Use the VETS-4212 report instead. 

What prompts can I use to narrow theresults of this report? 

Use the Legal Employer field to run this report against all employees in a specific legal employer.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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VETS-100 Establishment Electronic Report: ExplainedFederal contractors and subcontractors with contracts in the amount of 25,000 USD or more must submit the VETS-100report to the Department of Labor's Veterans' Employment and Training Service (VETS).

This report has been discontinued as of 2015.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Data Exchange work area, select Submit a Batch. Specify a US legislative data group, andselect Run VETS-100 Establishment Electronic Report.

Who uses this report? 

Human Resource Analyst Human Resource Manager Human Resource Specialist Human Resources VP 

When do I use this report? 

This report has been discontinued as of 2015. 

What prompts can I use to narrow theresults of this report? 

Use the Legal Employer field to run this report against all employees in a specific legal employer.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

VETS-4212 Establishment Electronic Report: ExplainedFederal contractors and subcontractors with contracts in the amount of 100,000 USD or more must submit the VETS-4212report to the Department of Labor's Veterans' Employment and Training Service (VETS).

This process produces an output file suitable for submission.

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Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Data Exchange work area, select Submit a Batch. Specify a US legislative data group, andselect Run VETS-4212 Establishment Electronic Report.

Who uses this report? 

Human Resource Analyst Human Resource Manager Human Resource Specialist Human Resources VP 

When do I use this report? 

Eligible employers must file this report between August 1 and September 30 of each year. 

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

W-2 Register: ExplainedThe W-2 Register provides you with the ability to preview data reported on the W-2s before you print them. It displaysthe amounts reported in each box of the W-2. Use this report for preprint verification, balance verification, and exceptionverification. The report also identifies employees with zero or negative totals in specific boxes on the W-2.

Based on the settings you specify at runtime, this process produces a RTF output file that reports one of the following:

• Employee W-2 details

• W-2 total amounts

• W-2 exceptions

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify a USlegislative data group, and select Run W-2 Register.

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Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

Run this report before you attempt to generate Forms W-2 for submission to the IRS andemployees. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Statutory Unit field to run this report against a specific payroll statutory unit.Use the Tax Reporting Unit field to run this report against a specific tax reporting unit.Use the Payroll Relationship Group field to run this report against a group of employees.Use the State field to run this report against the employees working in a specific state.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

W-2c Employee Report: ExplainedIn cases where year-end tax data has been changed or corrected after an EFW2 file has been sent to the Social SecurityAdministration (SSA), use this process to create an Employee W-2c from the data archived by the W-2c Archive process. Youcan also use this process to create an Employee W-2c for a previous Employee W-2c.

This process produces the following output files:

• Individual employee forms, stored as PDF files in the Documents of Records and viewable through the employees'Portrait Gallery

• Single master PDF file that contains all Form W-2cs marked for print delivery, suitable for printing and delivery toemployees

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify a USlegislative data group, and select Run W-2c Employee Report.

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

Run this process whenever you need to report changes to an employee's Form W-2 or Form W-2c.. 

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What prompts can I use to narrow theresults of this report? 

Use the Payroll Relationship Group field to run this process for a group of employees.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

W-2 Employee Report: ExplainedThis process creates the Form W-2 Employee Report from the data archived by the Archive End-of-Year Payroll Resultsprocess.

This process produces the following output files:

• Individual employee forms, stored as PDF files in the Documents of Records and viewable through the employees'Portrait Gallery

• Single master PDF file that contains all Form W-2s marked for print delivery, suitable for printing and delivery toemployees

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

Question Answer

How do I find this report? 

In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify a USlegislative data group, and select Run W-2 Employee Report.

Who uses this report? 

Payroll Administrator Payroll Manager 

When do I use this report? 

An employer must issue Form W-2 to employees on or before January 31. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Relationship Group field to run this process for a group of employees.

How do I share this report? 

• Add to briefing book• Schedule an agent to run the report

What tool do I use to edit this report? 

Oracle Business Intelligence Publisher 

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Disability Employment Report for France: ExplainedThe Disability Employment Report or the DOETH is a mandatory declaration of disabled workers in the establishment. Thisprocess provides four reports that enable you can use for the DOETH and submit to the DDTEFP:

• Disabled employees with relevant information

• Disabled trainees

• Employees with ECAP

• Total headcount

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area, select Submit a Process or Report. Specify a France legislative datagroup (LDG). Select French Disability Employment Report. 

Who uses this report? 

HR Managers and Administrators 

When do I use this report? 

Run this report annually 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Legal Employer field to specify the legal entity. Use the Establishment field to run the report for a specific reporting establishment. Use the Effective Date field and Start Date field to extract all disabled employees that have a workrelationship with the company during the specified date range. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Employer Payment Summary Report: ExplainedThe Employer Payment Summary process enables you to send information the HM Revenue & Customs (HMRC) aboutany adjustments that must be made against the employer's Tax and NI liabilities due to the statutory payments made to theemployees.

The output of this process is a GFF file for EDI transmission in a format that is predefined by the HMRC.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area or Regulatory and Tax reporting work area, select Submit a Payroll Flow.Specify a UK legislative data group (LDG). Select Employer Payment Summary for Tax year Ending2016. 

Who uses this report? 

Payroll Administrators and Payroll Managers 

When do I use this report? 

Run this report for every period or at the end of the tax year. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Payroll Statutory Unit field to specify the PSU for which to run the process. Use the TaxReporting Unit field to specify the TRU within the selected PSU, for which to run the process. Use the EPS Date field to select the statutory month end dates in the tax year. Use the Submission Type field to indicate whether to run the process in Test mode or Live mode. Use the Final Submission field to indicate whether this FPS is the final submission for the year or fora ceased PAYE scheme. Use the Date Scheme Ceased field to specify the date the scheme ceased, if this is the finalsubmission for a ceased scheme. Use the Process Configuration Group field to determine the rules for processing, such as loggingand number of threads. 

How do I share this report? 

Add to briefing book Schedule an agent to run this report 

What tool can I use to run this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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End of Year P60 Report: ExplainedThe End of Year P60 process generates the P60 statement that every employer must provide to their employees. Using thisprocess, you can produce paper P60 statements on the following three templates:

• HMRC Single Sheet Portrait

• P60 Plain Paper Substitute

• P60 Plain Paper Substitute

You can also generate the eP60, which is the electronic version of the P60 Plain Paper Substitute. To do this, you can editthe delivery preference for the P60 document type. Use the Manage Document Type task from the Setup and Maintenancework area to set up your delivery preferences.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area or Regulatory and Tax reporting work area, select Submit a Payroll Flow.Specify a UK legislative data group (LDG). Select Run End of Year P60 Report. 

Who uses this report? 

Payroll Managers and Payroll Administrators 

When do I used this report? 

Run this report at the end of the year. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Date in Tax Year field to specify any date in the tax year. Use the Payroll Statutory Unit field to specify the PSU for which to run the process. Use the Tax Reporting Unit field to specify the TRU within the selected PSU, for which to run theprocess. Use the P60 Template field to specify the template. For printed P60's, you can specify the stationaryto be used. If no template is selected, then the P60 Plain Paper Substitute is used by default. Use the Sort Sequence to select mailing address as the default sorting while printing the statements. Use the Process Configuration Group field to determine the rules for processing, such as loggingand number of threads. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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Related Topics• Creating and Editing Reports: Explained

Full Payment Submission Process: ExplainedThe Full Payment Submission process produces a Full Payment Summary (FPS) file for submission to HM Revenue andCustoms (HMRC). The FPS advises HMRC how much you've paid employees and what deductions, if any, you've madefor PAYE tax, National Insurance contributions (NICs), and student loans. This process also updates employee records toindicate that payment data was sent, and produces a Reconciliation Report.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area or Regulatory and Tax reporting work area, select Submit Process orReport. Specify a UK legislative data group (LDG). Select Run Full Payment Submission for Tax YearEnding April 2016. 

Who uses this report? 

Payroll Administrators and Payroll Managers 

When do I run this report? 

Run this for a specific prepayment process. HMRC requires that employers send an FPS eachtime they pay an employee, whether the payment is part of your normal pay cycle or an additionalpayment made between paydays. 

What prompts can I use to run thisreport? 

Use the Payroll Statutory Unit field to specify the PSU for which to run the process. Use the Tax Reporting Unit field to specify the TRU within the selected PSU, for which to run theprocess. Use the Payroll field to indicate the payroll for which to run the process. Use the Prepayment field to specify the prepayment to report. Use the Submission Type field to indicate whether to run the process in Test mode or Live mode. Use the Report HMRC Payroll ID Migration Change field to notify HMRC, in the FPS, that you havemigrated employee records from the old works number to the HMRC Payroll ID used in the RealTime Information (RTI) program. Use the Final Submission field to indicate whether this FPS is the final submission for the year or fora ceased PAYE scheme. Use the Date Scheme Ceased field to specify the date the scheme ceased, if this is the finalsubmission for a ceased scheme. Use the Free of Tax Payments Made to Employee field to indicate whether you made free of tax(FOT) payments to any employees. Required if the FPS is a final submission for the year or for aceased scheme. Use the Employee Pay to Third Party to indicate whether you paid a portion of any employee's payto someone other than the employee, such as to a school. Required if the FPS is a final submissionfor the year or for a ceased scheme.

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 Use the Expenses and Benefits from Others field to indicate whether anyone else paid expensesor in any way provided vouchers or benefits to any of your employees, while you employed them.Required if the FPS is a final submission for the year or for a ceased scheme. Use the Anyone Employed Outside UK for 30 Days field to indicate whether anyone employed bya person or company outside of the UK worked for you, in the UK, for 30 or more days in a row.Required if the FPS is a final submission for the year or for a ceased scheme. Use the P11D/P11D(b) Due field to indicate whether completed forms P11D and P11D(b) are duefor the year. Required if the FPS is a final submission for the year or for a ceased scheme. Use the Process Configuration Group field to determine the rules for processing, such as loggingand number of threads. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics• Creating and Editing Reports: Explained

NINO Verification Request Process: ExplainedThe NINO Verification Request process validates or obtains a National Insurance Number (NINO) for a single employee or forall employees who belong to a specific payroll statutory unit (PSU) or tax reporting unit (TRU).

The NINO Verification Request process archives the details of employees with unverified NI numbers and then generates thefollowing:

• NVREQ electronic data interchange (EDI) file for delivery to HM Revenue and Customs (HMRC)

• Audit Report identifying all employees included in the NVREQ file.

• Errors or Warnings Report detailing any errors that occurred during the process.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Regulatory and Tax reporting work area or Checklist work area, select Submit a Process orReport. Specify a UK legislative data group (LDG). Select NINO Verification Request Process 

Who uses this report? 

Payroll Managers and Administrators 

When do I used this report? Run this process as many times as required.

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What prompts can I use to narrow theresults of this report? 

Use the Payroll Statutory Unit field to specify the PSU of the employees to be included in theprocess. Use the Tax Reporting Unit field to specify the TRU of the employees to be included in the process. If running for a specific employee, use the Employee Display Name field to indicate the employeewhose NI number you want to verify. Use the Submission Type field to indicate whether to run the process in Test mode or Live mode. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

NINO Verification Reply Process: ExplainedThe NINO Verification Reply Process retrieves validated national insurance numbers (NINOs) received from HM Revenue andCustoms (HMRC) and updates employee records accordingly. The process also produces an audit report indicating whichrecords it updated.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area or Regulatory and Tax reporting work area, select Submit a Payroll Flow.Specify a UK legislative data group (LDG). Select NINO Verification Reply Process. 

Who uses this report? 

Payroll Managers and Payroll Administrators 

When do I use this report? 

Run this process whenever you receive a NINO Verification Reply (NVREP) from HMRC, which maybe:

• In response to a NINO Verification Request (NVREQ)

• Resulting from the Employer Alignment Submission (EAS)

• Because one or more employee records were incorrect or missing in a Full PaymentSummary (FPS)

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Batch Name field to identify the batch file being created by this process.

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 Use the File Name field to specify the NVREP file containing the verified NI numbers. This fielddisplays a list of all files previously attached to a division. 

How do I share this report 

Add to briefing book Schedule an agent to run the report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

Payroll Validation Report: ExplainedThe Payroll Data Validation Report lists all errors and warnings generated for each person included in a specified payroll run.To ensure a successful payroll run, correct all errors listed in the report.

Frequently Asked QuestionsThe Payroll Data Validation Report lists all errors and warnings generated for each person included in a specified payroll run.To ensure a successful payroll run, correct all errors listed in the report.

FAQ Answer

How do I find this report? 

In the Checklists or the Regulatory and Tax reporting work area, select Submit a Process or Report.Specify a UK legislative data group (LDG). Select Payroll Validation Report. 

Who uses this report? 

Payroll Administrators and Payroll Managers 

When do I use this report? 

Run this report prior to calculating payroll. The standard payroll cycle flow includes this report. Youcan also run it as a standalone process in the Payroll Calculation work area. 

What prompts can I use to narrow theresults of this report? 

Specify the payroll name and the effective date of the payroll run to be validated. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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Related Topics• Creating and Editing Reports: Explained

Pensions Automatic Enrolment Process: ExplainedThe Pensions Automatic Enrolment process enables you to perform pension earnings assessment for all employees for apayroll period. The process contains the following tasks:

• Payroll Assessment Run

• Pension Assessor Updates

• Run Pensions Automatic Enrolment Report

• Payroll Assessment Rollback

When you run this process, it updates the pension assessor component and enrollment changes to the Qualifying PensionScheme (QPS). It also generates audit report and employee letters based on the changes that have occurred and roll backthe payroll run from the first task to complete the assessment.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists or the Regulatory and Tax reporting work area, select Submit a Process or Report.Specify a UK legislative data group (LDG). Select the Pensions Automatic Enrolment AssessmentProcess. 

Who uses this report? 

Payroll Administrators, Payroll Managers 

When do I use this report? 

Run this process prior to the main payroll cycle. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Payroll field to select a payroll for the LDG. Use the Payroll Statutory Unit field to select a payroll statutory unit (PSU). Use the Payroll Period field to select a payroll period. Use the Effective Date field for the date on which the process must be run. Use the Date Earned field to specify the date for the earnings. Use the Consolidation Group field to run the report against the members of a consolidation group. Use the Run Type field to specify whether it is a regular or specific. Use the Payroll Relationship Group field to run this report for group of employees. Use the Element Group field to select the relevant element group. 

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Use the Process Configuration Group field to determine the rules for processing, such as loggingand number of threads. Use the Correspondence Date to specify date on which the letters must be stamped and generated. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

P45 Process: ExplainedThe P45 Process generates the P45 (Details of Employee Leaving Work) paper forms for distribution to terminatedemployees. This process archives employee data, validates the data to ensure that it conforms to HM Revenue and Customs(HMRC) standards, generates the paper forms, and produces an audit report of the process results.

The audit report lists each employee for which the process generated a P45, and provides the employee name, worksnumber, NI number, and termination date.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area or Regulatory and Tax Reporting work area, select Submit a Process orReport. Specify a UK legislative data group (LDG) and select P45 Process. 

Who uses this report? 

Human Resource Specialist and Payroll Managers 

When do I use this report? 

Run this process for an employee or set of employees who are terminated. 

What prompts can I use to narrow downthe results of this report? 

Use the Start Date field to specify the earliest date for which an eligible payroll action must haveoccurred to be included in the P45 process. Use the Effective Date field to specify the last date for which an eligible payroll action must haveoccurred to be included in the P45 process. Use the Submission Type field to indicate whether to run the process in Test mode or Live mode. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report

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What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

P6 P6B P9 EDI Update Process: ExplainedHM Revenue and Customs (HMRC) may send EDI files any time during the tax year, which must be processed to updateindividual employee's tax card values. The P6P6BP9 EDI Update Process reads the file and updates individual employeerecords according to the data captured in the file. This process also generates an audit report with details of the records thatare updated.

You must first upload the incoming EDI file against a Division, and then to submit a flow to process that file.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this reports? 

In the Checklists work area, select Submit a Process or Report. Specify a UK legislative data group (LDG). Select P6 P6B P9 EDI Upload Process 

Who uses this report? 

Human Resource Specialist and Payroll Managers 

When do I use this report? 

Run this process as required by the HMRC. 

What prompts an I use to narrow theresults of this report 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Batch Name field to identify the batch file being created by this process. Use the File Name field to select the incoming HMRC file. 

How do I share this report? 

Add to briefing. Schedule an agent to run this report. 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

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Related Topics

• Creating and Editing Reports: Explained

Start of Year Process: ExplainedThe Start of Year process resets the tax basis to cumulative and clears any non-zero values for previously captured P45amounts. The process generates a Start of Year Audit Report that displays the records that are updated.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area, select Submit a Process or Report. Specify a UK legislative data group(LDG). Select the task Start of Year. 

Who uses this report? 

Payroll Administrators, Payroll Managers 

When do I use this report? 

Run this process at the start of each tax year. 

What prompts can I use to narrow theresults of this report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Year field to specify the tax year for which to run this process. Use the Batch Name field to identify the batch file being created by this process. Use the Payroll Statutory Unit to run this report for a payroll statutory unit. Use the Tax Reporting Unit field to run this report for a legal reporting unit. 

How do I share this report? 

Add to briefing book Schedule an agent to run the report. 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Tax Code Uplift Process: ExplainedThe Tax Code Uplift process uplifts all the employee tax code values during the tax year and generates a Tax Code UpliftAudit Report. The audit report lists each employee whose tax code was uplifted and shows the original and updated tax codevalues. It also lists errors encountered during the process that prevented one or more employee records from being updated.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this reports? 

In the Checklists work area, select Submit a Process or Report. Specify a UK legislative data group(LDG). Select the Tax Code Uplift Process. 

Who uses this report? 

Payroll Administrators, Payroll Managers 

When do I use this report? 

Run this process at beginning of a tax year. You can also run this any time during the tax year whenyou want to uplift the tax code values. 

What prompts can I use to narrow theresults of the report? 

Use the Payroll Flow field to uniquely identify this payroll flow submission. Use the Year field to Effective Date field to specify the date on which the tax code uplift will beeffective. If this date is 6 April, the process is considered a start-of-year uplift; otherwise, it'sconsidered a mid-year uplift. Use the Batch Name field to identify the batch file being created by this process. Use the Payroll Statutory Unit to run this report for all employees in the payroll statutory unit. Use the Tax Reporting Unit field to run this report for all employees in the tax reporting unit. Use the Suffix field to specify the One-letter suffix for the tax codes you want to update. Use the Uplift Value field to specify the Amount to be added to the original tax code value for all taxcodes ending in the specified suffix. This can be a negative number if the tax allowance is beingdecreased. 

How do I share this report? 

• Add to briefing book

• Schedule an agent to run the report

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Year to Date Reconciliation Report: ExplainedThe Year to Date Reconciliation Report enables you to compare the year-to-date figures from the payroll application with theFull Payment Submission Report, the Earlier Year Update Report, and the P60. You must have a successful payroll run in thetax year on or before the effective date specified for this process.

Frequently Asked QuestionsThe following table lists frequently asked questions about this report.

FAQ Answer

How do I find this report? 

In the Checklists work area or Regulatory and Tax reporting work area, select Submit a Process orReport. Specify a UK legislative data group (LDG). Select Run Year to Date Reconciliation Report. 

Who uses this report? 

Payroll Managers and Administrators 

When do I use this report? 

Run this report for every period or at the end of the year. 

What prompts can I use to narrow downthe results of this report? 

Use the Payroll Statutory Unit field to specify the PSU for which to run the process.Use the Tax Reporting Unit field to specify the TRU within the selected PSU, for which to run theprocess.Use the Payroll field to indicate the payroll for which to run the process.Use the Effective Date to specify the date on which to run the process.Use the Discrepancy Only field to restrict the report results.

• Select Yes to restrict the results to only those employees whose year-to-date amounts fromthe payroll do not match either the sum of figures from the latest FPS and EYU processes orthe year-to-date P60 figures, on or before the effective date.

• Select No to report the year-to-date figures from all employees that have been processedin the payroll run in the tax year and data from the latest FPS for the employee, all EYUprocesses and any P60 generated on or before the effective date.

How do I share this report? 

Add to briefing book Schedule an agent to run this report 

What tool can I use to edit this report? 

Oracle Business Intelligence Publisher 

Related Topics

• Creating and Editing Reports: Explained

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Creating Briefing Books: ProcedureA briefing book is a collection of updatable or static analyses or dashboard pages (which can contain reports). The staticsnapshots give you a picture of what's going on at the time that the analysis or dashboard page is added to the briefingbook.

You can download briefing books as PDF or MHTML for viewing or printing, and share them with others. The PDF fileincludes a table of contents for the book. Like analytics and reports, briefing books are stored in the business intelligence (BI)catalog.

Adding Content to New Briefing Books1. Open the Reports and Analytics pane in any work area.2. Click the Browse Catalog button.3. Select your analysis, then click More and select Add to Briefing Book.

Or, find your dashboard and click Open.

a. Go to the page you want to add.b. Click the Page Options button and select Add to Briefing Book.

4. Indicate if you want the analysis or dashboard results to change (Updatable) or not (Snapshot) whenever thebriefing book is downloaded or rerun.

5. Click Browse.6. Name your briefing book and save it in My Folders.

Adding Content to Existing Briefing BooksTo add content to existing briefing books:

1. Open the Reports and Analytics pane in any work area.2. Click Browse Catalog.3. Select your analysis, then click More and select Add to Briefing Book.

Or, find your dashboard and click Open.

a. Go to the page you want to add.b. Click the Page Options button and select Add to Briefing Book.

4. Indicate if you want the analysis or dashboard results to change (Updatable) or not (Snapshot) whenever thebriefing book is downloaded or rerun.

Downloading and Editing Briefing BooksTo download or edit a briefing book:

1. Open the Reports and Analytics pane in any work area.2. Click Browse Catalog to locate your briefing book.

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Note: You can find briefing books only in the BI Catalog.

Related Topics

• Reports and Analytics Pane: Explained

Adding the Salary Details Report to a Briefing Book:Worked ExampleThis example demonstrates how to add an analysis to a briefing book. In this example, a compensation analyst wants to addthe Salary Details report to a briefing book so that he can share the report in PDF format with other compensation analysts inhis organization. Compensation analysts can use the PDF to analyze salary information, such as salary review dates, salaryranges, and prior salary amounts.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Example

Which analysis to add to the briefing book? 

Salary Details 

Updateable or snapshot? 

Updateable. This option refreshes the data in the briefing book eachtime you download the briefing book or it's scheduled for delivery. 

Where to save the briefing book? 

Shared Folders/ Custom 

Adding the Analysis to a Briefing Book1. In the Reports and Analytics pane, click Browse Catalog to open the Oracle Business Intelligence Catalog.2. On the Catalog page, click Shared Folders.3. Click Human Capital Management.4. Click Compensation.5. Click Transactional Analysis Samples.6. On the right-hand side of the page, click More under the Salary Details report.7. Select Add to Briefing Book.8. In the Save Briefing Book Content dialog, use the default value of Updateable for the Content Type.9. Click Browse.

10. In the Save As dialog, click Shared Folders and then Custom to save the briefing book to your folders.11. Enter a name and a description for the briefing book, and click OK.12. In the Save Briefing Book Content dialog, click OK.13. In the Briefing Book dialog, click OK.14. On the Catalog page, click My Folders and locate your briefing book on the right-hand side of the page.15. Click PDF under your briefing book to view the analysis in PDF format.

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Related Topics

• Creating an Agent to Deliver the Salary Details Report: Worked Example

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Scheduling Reports: ProcedureReports can run based on a schedule that you define. You can set up other automated tasks, for example to deliver results tospecific recipients or send notifications.

You submit a report with the schedule and criteria for other automated tasks defined. Some reports are set up as scheduledprocesses, in which case you submit the process as you would any scheduled process.

Submitting a Report or Scheduled ProcessTo schedule a report or scheduled process:

1. Open the Reports and Analytics pane in any work area where the report is available.2. Click the name of your report.3. Click Schedule if the option is there. The report is set up as a scheduled process.

a. Enter any parameters to avoid unnecessarily large results.b. Click Advanced to enter a schedule, deliver results to a specific destination (including e-mail or printer), or

define criteria for sending notifications.4. If you don't see Schedule, then click View.

a. Click the Actions button for the report and select Schedule.b. Enter information similar to step 3.

Note: For reports set up as scheduled processes, you can also:• Schedule them from any work area where there's a link to the report.• Use the Navigator to open the Scheduled Processes work area, where you can submit all processes that you

have access to.

Related Topics

• Scheduled Processes: Explained

• Reports and Analytics Pane: Explained

• Managing Scheduled Processes That You Submitted: Points to Consider

Scheduling Analytics and Briefing Books: ProcedureAnalytics and briefing books can run based on a schedule that you define. You can set up other automated tasks, forexample to deliver results to specific recipients or send notifications.

You create what's called an agent to set this all up for an analysis, dashboard, or briefing book. The agent itself is saved asan object in the business intelligence (BI) catalog.

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Creating an Agent

1. Open the Reports and Analytics pane in any work area.2. Click the Browse Catalog button.3. Click New and select Agent under Actionable Intelligence.4. Ensure that you enter information on the Delivery Content tab to specify the analysis, dashboard, or briefing book to

run.5. Save the agent in My Folders.

Note: To edit an agent, browse the BI Catalog to find the agent.

Related Topics

• Reports and Analytics Pane: Explained

Creating an Agent to Deliver the Salary Details Report:Worked ExampleThis example demonstrates how to create an agent to deliver a briefing book containing salary details to compensationanalysts. In this example, a compensation analyst added the Salary Details report to a briefing book, and now wants to createan agent to deliver the briefing book once a month to all compensation analysts.

The following table summarizes key decisions for this scenario.

Decisions to Consider In This Scenario

Frequency to deliver agent? 

First Monday of every month. 

Who should receive the content? 

Deliver to all compensation analysts. 

How to deliver the content? 

Deliver by e-mail. 

Creating an Agent1. From the Reports and Analytics pane, click Browse Catalog.2. On the Catalog page, click New and then select Agent under Actionable Intelligence.3. On the Overview page, click the Schedule tab.4. Click in the Frequency field, and select Monthly.5. Select first and Monday and then select all months so that the agent runs the first Monday of every month.6. Click the Delivery Content tab.7. Enter Monthly Salary Details Report in the Subject field.

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8. In the Content field, select Briefing Book.9. Click Browse.

10. In the Choose Delivery Content dialog, locate and select the briefing book that contains the Salary Details report.11. Click OK.12. Click the Recipients tab.13. Add the names of the compensation analysts who you want to receive the analysis.14. Click the Destinations tab.15. Clear the Home Page and Dashboard option.16. Under Devices, select Email.17. In the upper-right corner of the page, click the Save this Agent icon.18. In the Save Agent dialog, enter a name for the agent and save it either to My Folders or to the Custom folder in

Shared Folders.

Related Topics

• Adding the Salary Details Report to a Briefing Book: Worked Example

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Why do I see amounts of zero in analyses?If you're not expecting to see zero amounts in an analysis, it's possible that exchange rates aren't properly set up.

For example, you choose EUR as your preferred currency in general preferences, and your corporate currency is USD.Amounts in analyses are displayed in EUR after conversion from USD, based on the current exchange rate. But if theexchange rate between EUR and USD isn't set up, or if the conversion fails for any reason, then the amounts show as zero. Ifthis happens, contact your help desk.

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Glossary

analysis

A selection of data displayed in one or more views, such as a table or chart, to provide answers to business questions.

analytics

Business intelligence objects such as analyses and dashboards that provide meaningful data to help with decision making.

briefing book

A collection of static or updatable analyses or dashboard pages that you can download, print, and share with others.

business intelligence catalog

The repository where all business intelligence objects, including analytics, reports, briefing books, and agents, are stored. Thecatalog contains separate folders for personal, shared, and custom objects.

dashboard

A collection of analyses and other content, presented on one or more pages to help users achieve specific business goals.Each page is a separate tab within the dashboard.

legal employer

A legal entity that employs people.

legislative data group

A means of partitioning payroll and related data. At least one legislative data group is required for each country where theenterprise operates. Each legislative data group is associated with one or more payroll statutory units.

panel tab

A tab on the right side of the page that slides out when you open it. Each panel tab has an icon as the tab label.

payroll statutory unit

A legal entity registered to report payroll tax and social insurance. A legal employer can also be a payroll statutory unit, but apayroll statutory unit can represent multiple legal employers.

proposed finish date

Suggested date by a resource to complete work on a task.

regional area

The collapsible region in the work area that lets you control what's in the local area, for example by selecting a task or runninga search.

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report

An output of select data in a predefined format that's optimized for printing.

scheduled process

A program that you run to process data and, in some cases, generate output as a report.

tax reporting unit

A legal entity that groups workers for the purpose of tax and social insurance reporting.

work area

A set of pages containing the tasks, searches, and other content you need to accomplish a business goal.