Payroll Reports

For a user specified cost object or cost objects, shows percent of salary distributed to cost objects by DLC, personnel subarea, person, start and end date within a current fiscal year. Does not show dollars.

Maija Ahlquist

10/17/2006

For a specified Org Unit, shows percent of salary distributed to cost objects by DLC, personnel subarea, person, start and end date within a current fiscal year. Does not show dollars.

Maija Ahlquist

10/17/2006

Returns exempt staff whose effective 12 month salary is above a specified amount (cap). DLC's should provide OSP with a Cost Object to cover the portion of the salary that is above the cap, which cannot be charged to NIH-funded accounts. Note: There are three limits for the same sponsor. The sponsor must be selected three times to retrieve all related cost objects (master project, project, and cost sharing accounts).

Maija Ahlquist

04/28/2008

This query is for use by those who do not have access to full financial data for positions. It is the same as the Positions with Time Groups report except that it does not show the budgeted dollars for positions. It shows how many positions you have in your department, for a date to be specified by the user. There are several pivot reports showing positions sorted by HR area (academic, non academic) and subarea (faculty, administrative, support, etc.), and by Position Status (vacant, filled, pending, etc.).

Maija Ahlquist

07/25/2006

REVISED 7/20/2006 to include students in the reports. This query shows how many positions you have in your department, for a date to be specified by the user. There are several pivot reports showing positions sorted by HR area (academic,non academic) and subarea (faculty, administrative, support, etc.) and by Position Status (vacant, filled, pending, etc.).

Maija Ahlquist

07/20/2006

For Campus weekly employees, shows pay distribution by cost collector category type (general, funds, research). Weekly paid students and Lincoln weekly employees are excluded.

Maija Ahlquist

07/13/2006

MODIFIED 9/87/2006. Payroll Office report to list payroll garnishments; there are two reports, one by area and person, and one by wage type, area, person.

Maija Ahlquist

09/08/2006

One report showing headcount and total dollars paid, by Gl Account, for Graduate Student Staff. Fellowships are excluded.

Maija Ahlquist

07/05/2006

Payroll Report to show Gross to Net details by person for a specified payroll period. There are two queries: one for standard gross to net showing deductions with three pivot reports, Detail by Person, Gross to Net Detail, and a Gross to Net Amount verification check. The second query allows the user to select a specific wage type like "component of gross," with a pivot report by person and wage type.

09/08/2006

Returns exempt staff whose effective 12 month salary is above a specified amount (cap). DLC's should provide OSP with a Cost Object to cover the portion of the salary that is above the cap, which cannot be charged to NIH-funded accounts. Note: There are three limits for the same sponsor. The sponsor must be selected three times to retrieve all related cost objects (master project, project, and cost sharing accounts).

Maija Ahlquist

04/28/2008

Revised 2/16/2007 to correct a summing problem with the arrears. This report is for the use of central areas only. It enables each central area making payroll deductions (e.g., Credit Union, Parking, etc) to report on the deductions made by that area. There are several reports: a detail report, a summary report (total deductions by exempt / non-exempt), a report by person, and a pivot report. This version includes requested deduction amount and remaining balance for those deductions with rolling balances.

Maija Ahlquist

02/16/2007

Revised 2/16/2007 to correct a summing problem with the arrears. This report is for the use of central areas only. It enables each central area making payroll deductions (e.g., Credit Union, Parking, etc) to report on the deductions made by that area. There are several reports: a detail report, a summary report (total deductions by exempt / non-exempt), a report by person, and a pivot report. This version is for those deductions that do not have rolling balances.

Maija Ahlquist

02/16/2007

Shows the percent distribution of salaries to Cost Object Type (Research, Fund, General, Auxiliary, Other) by DLC and person for a user-selected month. There are two reports, one with a single row per person, and one with a detailed breakdown by distribution dates and cost object.

Maija Ahlquist

07/03/2006

MODIFIED 11/28/2007 to include additional wage types. For weekly paid students, shows students working more than 20 hours per week, sorted by Department and residency status.

Maija Ahlquist

11/28/2007

This report is used by Benefits Accounting to track current In Period and Year to Date deductions for the 457b and catchup tax deferred annuities.

06/27/2006

One report summarizing total hours worked by all weekly employees during a calendar year, broken down by Personnel Area (Campus, Lincoln, Tech Review) and Employee/Student Type (Support Staff, Service Staff, UROP, etc.) Data for this report begins with Week 27 of Calendar Year 2006; no history was loaded into SAP.

Maija Ahlquist

07/14/2006

MODIFIED 5/25/3007 to limit by Profit Center. This is the Data Warehouse version of the classic paper DACCA (Consolidated Salary Expense Analysis) report. There are two versions of the classic DACCA, one with page breaks by cost object for distribution to supervisors. There is also a report sorted by sponsor for sponsored cost objects only, and there is a pivot for export for use with other applications. This report is intended to be run monthly.

Maija Ahlquist

05/25/2007

Modified 2/23/2007 to correct inflated percentages for graduate students. Two queries. One brings back the FYTD Payroll (e-Dacca) distribution for a selected fiscal year and person: there is a summary pivot by month, and a detail report. The other brings back the Appointment distribution information for the selected person, displayed in a pivot report. You may process either query or use the "Process All" command to retrieve results in both queries.

Maija Ahlquist

02/23/2007

MODIFIED 3/30/2007 to fix an issue with percent distributions. This report enables you to report on current fiscal year to date DACCA data. There are three reports, one by Cost Object, one by Month, Cost Object and GL Account, both with time periods in descending order, and one by person; there is one quarterly report pivot by person NOTE: This query will not have data from the legacy payroll system. Historical data will accumulate from SAP Payroll go-live, Fiscal Year 2007.

Maija Ahlquist

03/30/2007

This report shows fiscal year to date salary distribution for monthly paid graduate students. There are two reports, one by person and one by cost object, and two pivots, one sorted by student and cost object, one by student and GL Account.

Maija Ahlquist

01/31/2007

Ten Payroll reports behind an easy to use dashboard. Includes the SANDI, DINDI, monthly and FYTD Dacca Reports, the Payroll Distribution Matrix, the Distribution by Person, the Quarterly Dacca Reconciliation & Certification reports, and the SRS Vacation Report for Payroll. Users may choose to process by Fiscal Period, Fiscal Quarter, or Fiscal Year; by Person, Profit Center, HR Org Unit, or by Profit Center and HR Org Unit to see all employees and all transfer-ins.

Maija Ahlquist

05/31/2007

Intended to help DLC administrators with the Quarterly Dacca Certification process. Includes two pivot reports: (1) Shows all cost collectors by Supervisor and cost object, with name of certifier and date certified -- columns are blank if the cost object has not yet been certified. (2) A similar pivot but showing only the cost objects that have not yet been certified.

Maija Ahlquist

12/08/2006

Modified 5/24/2007 for the revised and simplified certification process. Intended to help DLC Administrators with the Quarterly Dacca Reconciliation and Certification process. TheQuarterly Dacca now shows all activity in the quarter being certified.

Maija Ahlquist

05/24/2007

Revised 3/13/2007 to add two additional queries. Three queries, to report (1) by department, (2) by person, or (3) by cost object, each with three report tabs: a summary matrix, a detailed matrix, and a "burn rate" report with distribution date view only. Pivots show payroll expense by cost object and person, in a matrix format, with the period the person worked on one axis and the period the charge posted financially on the other axis. It can be used BOTH to review the person's distribution by period, no matter when it was financially posted, to see that they were distributed correctly and that the work was within the period of the cost object, and also to see what detail was financially posted in what period. This report will tie to both the employee's distribution by period, and to the SAP summary statement.

Gillian Emmons

03/13/2007

Modified 2/23/2007 to correct inflated percentages for graduate students. Two queries. One brings back the FYTD Payroll (e-Dacca) distribution for a selected fiscal year and person: there is a summary pivot by month, and a detail report. The other brings back the Appointment distribution information for the selected person, displayed in a pivot report. You may process either query or use the "Process All" command to retrieve results in both queries.

Maija Ahlquist

02/23/2007

This report shows fiscal year to date salary distribution for monthly paid graduate students. There are two reports, one by person and one by cost object, and two pivots, one sorted by student and cost object, one by student and GL Account.

Maija Ahlquist

01/31/2007

Ten Payroll reports behind an easy to use dashboard. Includes the SANDI, DINDI, monthly and FYTD Dacca Reports, the Payroll Distribution Matrix, the Distribution by Person, the Quarterly Dacca Reconciliation & Certification reports, and the SRS Vacation Report for Payroll. Users may choose to process by Fiscal Period, Fiscal Quarter, or Fiscal Year; by Person, Profit Center, HR Org Unit, or by Profit Center and HR Org Unit to see all employees and all transfer-ins.

Maija Ahlquist

05/31/2007

Revised 3/13/2007 to add two additional queries. Three queries, to report (1) by department, (2) by person, or (3) by cost object, each with three report tabs: a summary matrix, a detailed matrix, and a "burn rate" report with distribution date view only. Pivots show payroll expense by cost object and person, in a matrix format, with the period the person worked on one axis and the period the charge posted financially on the other axis. It can be used BOTH to review the person's distribution by period, no matter when it was financially posted, to see that they were distributed correctly and that the work was within the period of the cost object, and also to see what detail was financially posted in what period. This report will tie to both the employee's distribution by period, and to the SAP summary statement.

Gillian Emmons

03/13/2007

MODIFIED 3/30/2007 to fix an issue with percent distributions. This is the Data Warehouse version of the classic DINDI (Salary Expense Analysis by Individual). There are three reports: one sorted by person just like the classic DINDI, one sorted by Cost Object and person, and one sorted by Cost Object, GL Account, and person. In addition, there is a pivot for export for use with other applications.

Maija Ahlquist

03/30/2007

MODIFIED 4/19/2007 to identify and group Transfer-ins. This is the Data Warehouse version of the classic SANDI (Staff Apppointments and Distribution) form. There are two formatted reports, one sorted alphabetically by person and one sorted by personnel subarea, then by person. In addition there are two Pivot reports for export for use with another application, one with the apopintment, or "rules" data, and one with the distribution actuals. IMPORTANT: This document has three queries: you must use the "Process All" command or process each query in sequence in order to retrieve correct results.

Maija Ahlquist

04/19/2007

MODIFIED 3/30/2007 to fix an issue with percent distributions. Similar to the classic payroll DINDI, but for use by Time Sheet Administrators who need to report only on hourly paid students. There are three reports: one sorted by person just like the classic DINDI, one sorted by Cost Object and person, and one sorted by Cost Object, GL Account, and person. In addition, there is a pivot for export for use with other applications.

Maija Ahlquist

03/30/2007

Shows the percent distribution of salaries to Cost Object Type (Research, Fund, General, Auxiliary, Other) by DLC and person for a user-selected month. There are two reports, one with a single row per person, and one with a detailed breakdown by distribution dates and cost object.

Maija Ahlquist

07/03/2006

Revised 2/16/2007 to correct a summing problem with the arrears. This report is for the use of central areas only. It enables each central area making payroll deductions (e.g., Credit Union, Parking, etc) to report on the deductions made by that area. There are several reports: a detail report, a summary report (total deductions by exempt / non-exempt), a report by person, and a pivot report. This version includes requested deduction amount and remaining balance for those deductions with rolling balances.

Maija Ahlquist

02/16/2007

Revised 2/16/2007 to correct a summing problem with the arrears. This report is for the use of central areas only. It enables each central area making payroll deductions (e.g., Credit Union, Parking, etc) to report on the deductions made by that area. There are several reports: a detail report, a summary report (total deductions by exempt / non-exempt), a report by person, and a pivot report. This version is for those deductions that do not have rolling balances.

Maija Ahlquist

02/16/2007

Reports on all absence types (vacation, sick leave, bereavement, jury duty, etc). There are three reports: One detailing all absence types for the selected month, a Summary report showing leave type and hours, and a Vacation Report showing details for Vacation and Fifth week vacation.

Maija Ahlquist

07/03/2006

For use by those who do not have full access to HR data: this report uses the Employee Basic table which does not contain any sensitive data. Reports on all absence types (vacation, sick leave, bereavement, jury duty, etc). There are three reports: One detailing all absence types for the selected month, a Summary report showing leave type and hours, and a Vacation Report showing details for Vacation and Fifth week vacation.

Maija Ahlquist

08/21/2006

MODIFIED 11/28/2007 to include additional wage types. For non-exempt staff, shows hours worked for a selected time period. There are three reports, one showing all work hours, one showing premium hours only, and one showing students who worked over 20 hours.

Maija Ahlquist

11/28/2007

MODIFIED 11/28/2007 to include additional wage types. For non-exempt staff, shows hours worked and payroll rate and amount for a selected time period. There are three reports, one showing all work hours, one showing premium hours only, and one showing students who worked over 20 hours.

Maija Ahlquist

11/28/2007

MODIFIED 1/18/2008 to eliminate Senior Research Staff not eligible for exempt vacation. This report is to be used for reporting vacation for SRS research staff and postdocs to Payroll. It contains a pivot report intended for export to Excel so that vacation days can be entered into the last column and submitted to Payroll.

Maija Ahlquist

01/18/2008

This version of the SRS Vacation report is for those who do not have full HR Authorizations. MODIFIED 1/18/2008 to eliminate Senior Research Staff not eligible for exempt vacation. This report is to be used for reporting vacation for SRS research staff and postdocs to Payroll. It contains a pivot report intended for export to Excel so that vacation days can be entered into the last column and submitted to Payroll.

Maija Ahlquist

01/18/2008

MODIFIED 11/28/2007 to include additional wage types. For weekly paid students, shows students working more than 20 hours per week, sorted by Department and residency status.

Maija Ahlquist

11/28/2007

A report to enable DLCs to audit vacation credits to ensure that they have been applied to the correct cost objects. There are two queries in this document: YOU MUST USE THE PROCESS ALL COMMAND (or remember to process both queries in top to bottom order) in order to get the correct results.

09/11/2007

One report showing headcount and total dollars paid, by Gl Account, for Graduate Student Staff. Fellowships are excluded.

Maija Ahlquist

07/05/2006

This report shows fiscal year to date salary distribution for monthly paid graduate students. There are two reports, one by person and one by cost object, and two pivots, one sorted by student and cost object, one by student and GL Account.

Maija Ahlquist

01/31/2007

Shows financial support (tuition, stipend, insurance) history for one student. Limit criterion: student's MIT ID. There are two views/tabs in this report: (1) Student Support History - shows the individual student financial support history by academic term, includes information such as appointment type, level of effort, awarding department, and cost collector. (2) History by Cost Collector - summary of amount awarded to the student by cost collector and academic term.

06/25/2002

MODIFIED 3/30/2007 to fix an issue with percent distributions. Similar to the classic payroll DINDI, but for use by Time Sheet Administrators who need to report only on hourly paid students. There are three reports: one sorted by person just like the classic DINDI, one sorted by Cost Object and person, and one sorted by Cost Object, GL Account, and person. In addition, there is a pivot for export for use with other applications.

Maija Ahlquist

03/30/2007

For an awarding department, shows and overview of student financial support by sponsor. Limit criteria: Awarding department and term code. There are three views in this report: (1) Detail by Sponsor - shows the detail funding information (including appointment type, level of effort, home department, award status) for each student in the selected awarding department and academic term, grouped by sponsor name (with sponsor code) and cost collector. (2) Summary by Sponsor & Cost Collector - summarizes the amounts of tuition and stipend awarded for the academic terms by sponsor and cost collector. (3) Summary by Sponsor & Student -- summarizes the amounts of tuition and stipend awarded for the academic terms by sponsor and student.

06/25/2002

Student Financial Support for Awarding Department For an awarding department, shows student financial support by academic term. Limit criteria: Awarding Department and term code. There are five views in this report: (1) Detail by Cost Collector - shows the detail funding information (including appointment type, level of effort, home department) for each student in the selected awarding department and academic term, grouped by cost collector and GL account. (2) Detail by Student - shows the funding information (including appointment type, level of effort, home department, and cost collector) of all students in the selected awarding department and academic term. Records are sorted by student's name. (3) Summary by Cost Collector - summarizes the amounts of tuition, stipend and insurance awarded for the academic term by cost collector. (4) Summary by Student - summarizes the amount of tuition, stipend and insurance awarded to each student for the academic term by appointment type (Fellowship, Reseach Assistant, Teaching Assistant, etc.) (5) Different Departments - shows the funding information of students in the selected awarding department who are enrolled in another department, in other words, students whose awarding departments are different from their home departments.

06/25/2002

MODIFIED 11/28/2007 to include additional wage types. For weekly paid students, shows students working more than 20 hours per week, sorted by Department and residency status.

Maija Ahlquist

11/28/2007