Topics Map > Human Resource System (HRS) > Finance

Finance Report List in HRS

Overview

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.
  • A number of HRS reports are delivered to campuses via the Cypress Report Distribution System.
  • The The Workflow Exception Dashboard in HRS 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 - Pagelet
ReportReport Description


X
Running the Funding Editing Report in HRS A listing of all employees with no funding, partial funding or funding errors for the current Pay Run ID.


X
Funding Edit Errors Pagelet in HRS
A listing of all employees with no funding, partial funding or funding errors for the current Pay Run ID.
X


Viewing Funding Edit Errors in HRSA listing of all employees with no funding, partial funding or funding errors for the current Pay Run ID.
X


Running the Employee Funding Summary Report in HRSLists 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


Running the No Appointment Level Funding Report in HRSLists 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


Running a Query to Identify Employees with Payroll Default Funding (PRDFLT) in HRSAfter 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.
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Running the Employee Funding Becoming Inactive Report in HRSLists funding rows where the Project/Grant or funding Department will become inactive over a specified future date range.
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Running the Funding Change Report in HRSRun by 7-character Organizational 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.
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Running the Direct Retro Funding Distribution Audit Report in HRSLists employees who had salary expenses corrected by a Direct Retro Funding Distribution process for a previous payroll.
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Running the Department Setup Verification Report in HRSUsed to ensure Organizational Department configuration setup is correct.
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Completing Simple Encumbrance Maintenance - Close out in HRSIncludes an HRS query used to compare encumbrance balance in HRS versus WISER.
X


Maintaining Encumbrances - Balance Not Correct or Doesn't Exist in HRS
Includes an HRS query used to compare encumbrance balance in HRS versus WISER.

X

Running the Earnings Encumbrance Messages Report in HRS
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:

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Keywords:fi fn funding encumbrance department position appointment prdflt default salary distribution earnings prsusp   Doc ID:84146
Owner:tami e.Group:UW–Shared Services
Created:2018-07-19 08:33 CDTUpdated:2021-10-13 12:33 CDT
Sites:UW–Shared Services
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