Topics Map > Human Resource System (HRS) > Finance

Finance Report List for 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.
    • 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.

You may click on the links below to navigate directly to a section:


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


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 Running the Funding Editing Report in HRS 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
 Funding Edit Errors Pagelet in HRS
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).
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 Viewing Funding Edit Errors in HRS 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).
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 Running the Employee Funding Summary Report in HRS 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.
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 Running the No Appointment Level Funding Report in HRS 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.
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 Running a Query to Identify Employees with Payroll Default Funding (PRDFLT) in HRS 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.
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 Running the Employee Funding Becoming Inactive Report in HRS Lists funding rows where the Project/Grant or funding Department will become inactive over a specified future date range.
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 [Link for document 17246 is unavailable at this time.] 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.
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 Running the Appointment Funding Total by Pay Period Report in HRS Run for forecast planning purposes for employees with appointment level funding.
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 Running the Detailed Salary Funding Plan Report in HRS 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.
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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 HRS Used to ensure Organizational Department configuration setup is correct.
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 Completing Simple Encumbrance Maintenance - Close out in HRS Includes an HRS query used to compare encumbrance balance in HRS versus WISDM.

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 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: FN, Finance   Doc ID:96848
    Owner:Maria L.Group:UW–Shared Services
    Created:2020-01-02 12:53 CDTUpdated:2020-07-24 14:02 CDT
    Sites:Human Resource System (HRS), UW-La Crosse, UW–Shared Services
    Feedback:  0   0