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Payroll Reports

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Instructions for logging in to reports and exporting data is available on the Running Web & Crystal Reports page.
Crystal Reports software is not required to run the web report templates.


Payroll Report Templates

File Monthly Payroll Details CRYSTAL Report

Description and Prompting Query Fields

Last modified:
2007-01-31

Description:
Displays all Payroll related transaction details for a specified fiscal year and fiscal period.
Current month totals are displayed by Account code.

Prompting Query Fields:
- Fiscal year
- Fiscal period
- Fund code

View Information [for Crystal Report]:
View: FG.Payroll.Distribution

Description and Prompting Query Fields

Last modified:
2014-05-14

Description:
Displays all Payroll related transaction details for a specified fiscal year and for a range of fiscal periods. Does not contain previous month balance forwards. Displays data in raw format (normally used for exporting purposes).

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- Org code or Fund code
- Org level

View Information [for Crystal Report]
View: FG.Payroll.Distribution

File Payroll Details by ۲ݮƵ ID CRYSTAL Report

Description and Prompting Query Fields

Last modified:
2007-01-31

Description:
Displays all Payroll related transaction details for a single employee for a specified fiscal year and a range of fiscal periods. Data is grouped by Account code.

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- ۲ݮƵ ID

View Information [for Crystal Report]
View: FG.Payroll.Distribution

File Payroll Encumbrance Statement CRYSTAL Report

Description and Prompting Query Fields

Last modified:
2007-01-31

Description:
Displays all Payroll related encumbrances for a specified fiscal year. Does not contain the names of the individuals related to the encumbrance.

Prompting Query Fields:
- Fiscal year
- Fund code

View Information [for Crystal Report]
View: FG.Transactions.Det.Incl.Genl

File Multi Period Payroll Details CRYSTAL Report

Description and Prompting Query Fields

Last modified:
2007-01-31

Description:
Displays all payroll transaction details in a fund for a range of fiscal year(s) and fiscal periods. Data is grouped by Account code. Does not contain previous month balance forwards.

Prompting Query Fields:
- Fund code
- Starting fiscal year and period
- Ending fiscal year and period

View Information [for Crystal Report]
View: FG.Payroll.Distribution

File Payroll Details by FFM Crystal Report

Description

Last modified:
2016-07-18

Description:

This report generates a summary of salaries and benefits paid to the employee(s) by fund number for a specified fund holder, transaction start and end dates.  The data is grouped by fund number, and then by the individuals who were paid off that fund.

To run the report, refresh and enter the following parameters:
• Fund Holder’s ۲ݮƵ ID
• Transaction start date
• Transaction end date

To view further details of the transactions for a particular employee, double-click on any data field for that person and the following will be displayed: position number, suffix, pay year, pay frequency, pay number, sequence number, transactions date, document number, amount, and FOAPAL string.

Notes:
1. If no data is displayed after the report is run, it is possible that there were no salaries/benefits incurred for the transactions dates specified.
2. When comparing the payroll details from the attached report with the payroll details run from the Multi Period Grant Details, the total payroll amount may differ.  This could be due to:

  • a. Non-Insured Benefits Pool (NIBP) credits processed through finance on account code 600071; and/or
  • b. Work Study credits processed through the Student Aid Office on a “6” account code; and/or
  • c. Any journal processed through finance affecting the salary account codes.

3. This report does not include Banner Student Aid (BSA) payments to students.

Description and Prompting Query Fields

Last modified:
2020-09-23

Description:
Displays all Payroll transactions for either the default account code 699999 or the default fund code for each Faculty/Admin Unit.

Prompting Query Fields:
1. Search criteria - choose one of the following from the drop-down menu:

  • Account Code
  • Fund Code

2. Corresponding search value - enter a value to match the selection above*

*NOTE: If searching by Account Code enter ‘699999’ or if searching by Fund Code enter your Faculty’s/Admin Unit’s default fund code.

3. Presentation Type - choose one of the following from the drop-down menu:

  • Detail (Data Dump)
  • Summary (by Employee)

Description and Prompting Query Fields

Last modified:
2020-11-02

Description:
Displays all Payroll transactions for a single employee for a selected Payroll Year and a range of Pay Numbers. Data is grouped by Pay Numbers.

To view Pay Calendars (Salaried (B0) & Hourly (B2)) for the past 3 years, please refer to the Human Resources website.

Prompting Query Fields:
1. ۲ݮƵ ID
2. Payroll year
3. Starting Pay Number
4. Ending Pay Number

Description, Search Criteria

Last modified:
2021-07-27

Description:
Displays the approval status of payroll adjustments according to the entered search criteria.

Search Criteria – choose one of the following:

  • PA Reference Number (PA00xxxx)
  • Employee ID
  • Fund Code
  • Org code
  • Requestor ID
  • FFM/Delegate ID

Note: You may limit the search by selecting a Pay Period Start date (Optional)

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