FN - Finance Report List

GENERAL DESCRIPTION:

This job aid contains a list of Finance (FN) reports and queries, a brief description and a hyperlink to the reports KnowledgeBase document.

PROCESS CONSIDERATIONS:
  • Some Reports and or Queries are scheduled while others are expected to be run on an Ad hoc basis.
  • The TE - WED - Workflow Exception Dashboard is available for credentialed users ONLY and is based on current security roles.
    • WED queries will be viewable only if users have the ability to fix them.
  • Corrective action may be required as a result of information presented on any of these reports.



FINANCE REPORTS / QUERIES:

These reports can be run ad hoc, are delivered via Cypress, and/or are found on the WED. The report name links to that KB.

Adhoc Cypress WED - Personalized Home Page
Report Report Description


X
 FN - UW_FI_FUNDING_EDIT - WED A listing of all employees with invalid funding/funding errors for the current payroll (known as PRDFLT - Payroll Default); or employees who have no funding or partial funding for the current Pay Run ID (known as PRSUSP - Payroll Suspense).


X
 FN - Funding Edit Errors Pagelet
A listing of all employees with invalid funding/funding errors for the current payroll (known as PRDFLT - Payroll Default); or employees who have no funding or partial funding for the current Pay Run ID (known as PRSUSP - Payroll Suspense).
X


 FN - View Funding Edit Errors A listing of all employees with invalid funding/funding errors for the current payroll (known as PRDFLT - Payroll Default); or employees who have no funding or partial funding for the current Pay Run ID (known as PRSUSP - Payroll Suspense).
X


 FN - Run the Employee Funding Summary Report Lists the funding level (Appointment, Position, Department), funding combination code, and funding percentage for all employees in a business unit, division, department as of a specific funding effective date.
X


 FN - Run No Appointment Level Funding Report Lists the names of new or existing employees that do not have funding properly set up in HRS for payments being made in the current Pay Run ID.
X


 FN - Run a Query to Identify Employees with Payroll Default Funding (PRDFLT) After the Payroll Confirm for the current Pay Run ID, run to identify employees whose payroll funding went to PRDFLT (Payroll Default) because funding errors were not corrected in time.
X


 FN - Run Report Showing Employee Funding Becoming Inactive Lists funding rows where the Project/Grant or funding Department will become inactive over a specified future date range.
X


 FN - Run the Funding Change Report Run by 7-character appointing Department to view funding adds, changes, deletes; date and time the entry occurred; specific Fiscal Year; the name of the staff person or batch process that made the change.
X


 FN - Run an Appointment Funding Total by Pay Period Report Run for forecast planning purposes for employees with appointment level funding.
X


 FN - Run the Detailed Salary Funding Plan Report Run for employees with appointment, position or department level funding. Lists an employee's pay periods, compensation amount per pay period, funding combination code, total dollar amount, and total funding distribution percent.
X


FN - Run Direct Retro Funding Distribution Audit ReportLists employees who had salary expenses corrected by a Direct Retro Funding Distribution process for a previous payroll.
X


 FN - Department Setup Verification Report Used to ensure Organizational Department configuration setup is correct.
X


 FN - Simple Encumbrance Maintenance - Close out Includes an HRS query used to compare encumbrance balance in HRS versus WISDM.

X

 FN - Earnings Encumbrance Messages Report
Report displays errors as a result of the nightly and/or Fiscal Year End encumbrance processes; KB lists action needed for each error found on report.


ADDITIONAL RESOURCES:

Related KBs:

Related Links:



    Keywords:   Doc ID:84146
    Owner:Tami E.Group:Human Resource System (HRS)
    Created:2018-07-19 08:33 CDTUpdated:2018-10-08 08:45 CDT
    Sites:Human Resource System (HRS)
    Feedback:  0   0