OCURA

Oracle
Human Capital Management Cloud

Using Analytics and Reports
Release 11
This guide also applies to on-premise

implementations
Oracle Human Capital Management Cloud Using Analytics and Reports

Part Number E67962-02
Copyright 2011-2016, Oracle and/or its affiliates. All rights reserved.
Author: Megan Wallace
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Oracle Human Capital Management Cloud
Contents
Preface
Introduction
About This Guide
1
...................................................................................................................................................... 1
Related Documents and Training
.............................................................................................................................. 1
Understanding Analytics and Reports

Analytics and Reports for HCM: Overview
................................................................................................................ 3
Printing and Sharing HCM Reports: Overview
........................................................................................................... 5
Printing and Sharing HCM Analyses: Overview
......................................................................................................... 6
Reports and Analytics Pane: Explained
..................................................................................................................... 7
Benefits Analyses and Reports
Participant Enrollment Results - Weekly Report: Explained

Person Enrollment Summary Report: Explained
Enrollment Kit Report: Explained
....................................................................................... 9
...................................................................................................... 10
............................................................................................................................. 11
Totals by Life Event - Weekly Report: Explained
..................................................................................................... 13
Totals by Life Event Status for Potential Life Events - Weekly Report: Explained ...................................................... 14
Totals by Life Event Name for Potential Life Events - Weekly: Explained ................................................................. 16
Totals by Location - Potential Life Events- Weekly Report: Explained ...................................................................... 17
Compensation Analyses and Reports

Salary Details Report: Explained
21
............................................................................................................................. 21
Salary Components Report: Explained
.................................................................................................................... 22
Salary Basis Report: Explained
............................................................................................................................... 23
Stock Detail Report: Explained
................................................................................................................................ 24
Compensation Allocation by Department: Explained

Pay for Performance: Explained
............................................................................................... 26
.............................................................................................................................. 28
Salary Outliers: Explained
........................................................................................................................................ 30
Salary Quartile : Explained
...................................................................................................................................... 32
Salary Change Percent Trend: Explained
................................................................................................................ 34
Workers without Salary Adjustment: Explained
........................................................................................................ 36
Human Resources Analyses and Reports

Team Diversity Report: Explained
Absence Overview: Explained
Absence Trend: Explained
............................................................................................................................ 39
................................................................................................................................. 40
...................................................................................................................................... 42
Terminations Overview: Explained
........................................................................................................................... 44
Workers Detailed Report: Explained
........................................................................................................................ 46
Human Resources Data Integrity Reports: Explained

Headcount Report: Explained
.............................................................................................. 48
................................................................................................................................. 49
Assignment Headcount by Department Report: Explained

Headcount and Mobility by Department: Explained
Workforce Mobility Report: Explained
................................................................................................. 53
...................................................................................................................... 55
................................................................................................................... 57
Position Occupancy Report: Explained
................................................................................................................... 58
................................................................................................................................... 60
Payroll Analyses and Reports

Balance Exception Report: Explained
Deduction Report: Explained
Gross-to-Net Report: Explained

Payment Register: Explained
63
...................................................................................................................... 63
................................................................................................................................... 64
Element Results Register: Explained
....................................................................................................................... 64
.............................................................................................................................. 65
................................................................................................................................... 67
Payroll Activity Report: Explained
............................................................................................................................ 68
Payroll Balance Report: Explained
.......................................................................................................................... 69
Payroll Costing Report: Explained
........................................................................................................................... 70
Data Validation Reports: Explained
......................................................................................................................... 70
Payroll Register: Explained

Payslip: Explained
...................................................................................................................................... 71
................................................................................................................................................... 73
Third-Party Payments Register: Explained
...................................................................................... 51
Position Incumbents Report: Explained

Workforce Events: Explained
39
............................................................................................................... 74
Talent Management Analyses and Reports

Goal Management Reports
..................................................................................................................................... 75
Performance Management Reports

Profile Management Reports
75
......................................................................................................................... 78
................................................................................................................................... 93
Human Resources and Payroll Reports for Canada

Record of Employment Interface: Explained
............................................................................................................ 97
Workers Compensation Assessable Wages Report: Explained

Provincial Medical Report: Explained
Cheque Advice: Explained
................................................................................ 97
....................................................................................................................... 98
...................................................................................................................................... 99
Report on Hirings: Explained
................................................................................................................................ 100
Canada Online Payslip: Explained
97
......................................................................................................................... 101
Human Resources and Payroll Reports for China
103
Payroll Data for National Standard Document 24589: Explained ........................................................................... 103
Individual Income Tax Summary Report for Beijing: Explained
Individual Income Tax Detail Report for Tianjin: Explained
..................................................................................... 104
Individual Income Tax Detail Report for Shenzhen: Explained
................................................................................ 105
Individual Income Tax Detail Report for Shanghai: Explained
................................................................................. 106
Individual Income Tax Detail Report for Beijing: Explained
10
Manpower Movement Report: Explained

Personnel Register: Explained
Social Report: Explained
.............................................................................................. 109
............................................................................................................... 110
............................................................................................................................... 111
....................................................................................................................................... 112
Unique Statement of Employment: Explained

Work Certificate: Explained
........................................................................................................ 113
................................................................................................................................... 114
Human Resources and Payroll Reports for GCC Countries

Kuwait Reports
117
..................................................................................................................................................... 117
Saudi Arabia Reports

UAE Reports
109
................................................................................................................... 109
Disability Employment Report for France: Explained
12
..................................................................................... 107
Human Resources and Payroll Reports for France

Access to Training Report: Explained
11
............................................................................... 104
............................................................................................................................................ 123
......................................................................................................................................................... 129
Human Resources and Payroll Reports for Germany

Disability Report for Germany: Explained
139
.............................................................................................................. 139
Worker Data Validation Report for Germany: Explained
......................................................................................... 139
13
Human Resources and Payroll Reports for the United States

EEO-1 Establishment Electronic Report: Explained
............................................................................................... 141
Employee Active Payroll Balance Report: Explained
.............................................................................................. 141
Multiple Worksite Report: Explained
...................................................................................................................... 142
New Hire State Electronic Report: Explained

US Online Payslip: Explained
........................................................................................................ 143
................................................................................................................................ 144
VETS-100A Establishment Electronic Report: Explained
.......................................................................................... 145
VETS-4212 Establishment Electronic Report: Explained
........................................................................................ 146
........................................................................................................................................ 147
W-2c Employee Report: Explained
........................................................................................................................ 148
W-2 Employee Report: Explained
......................................................................................................................... 149
Human Resources and Payroll Reports for the United Kingdom

Employer Payment Summary Report: Explained
End of Year P60 Report: Explained
151
.............................................................................................. 151
................................................................................................... 151
...................................................................................................................... 152
Full Payment Submission Process: Explained
....................................................................................................... 154
NINO Verification Request Process: Explained
...................................................................................................... 155
NINO Verification Reply Process: Explained

Payroll Validation Report: Explained
.......................................................................................................... 156
...................................................................................................................... 157
Pensions Automatic Enrolment Process: Explained

P45 Process: Explained
............................................................................................... 158
........................................................................................................................................ 159
P6 P6B P9 EDI Update Process: Explained

Start of Year Process: Explained
.......................................................................................................... 160
.......................................................................................................................... 161
Tax Code Uplift Process: Explained
...................................................................................................................... 161
Year to Date Reconciliation Report: Explained
15
........................................................................................ 145

W-2 Register: Explained
14
141
...................................................................................................... 162
Using Briefing Books
165
Creating Briefing Books: Procedure
...................................................................................................................... 165
Adding the Salary Details Report to a Briefing Book: Worked Example ................................................................. 166
16
Scheduling Analytics and Reports

Scheduling Reports: Procedure
169
............................................................................................................................ 169
Scheduling Analytics and Briefing Books: Procedure
............................................................................................ 169
Creating an Agent to Deliver the Salary Details Report: Worked Example .............................................................. 170
17
Troubleshooting Reports and Analytics

Why do I see amounts of zero in analyses?
173
......................................................................................................... 173
Preface
Preface
This preface introduces information sources that can help you use the application.
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Preface
ii
Chapter 1
Introduction
Introduction
About This Guide

This guide explains how to view and work with Oracle HCM Cloud analytics and reports. It is intended for HCM end users
who use predefined existing analytics and reports to assist them in their day-to-day activities. HCM end-users include:
Benefits managers
Compensation managers and analysts
Human resource analysts
Line managers
Payroll managers
Related Documents and Training

You can find additional resources, including videos and documentation in Oracle Human Capital Management Cloud
documentation, on Oracle Help Center, and in the online help.
For Oracle Human Capital Management Cloud analytics and reports, consult the following guides:
Oracle Human Capital Management Cloud - Creating Analytics and Reports
This guide contains information to help build analytics, reports, and dashboards.
Oracle Cloud - Administering Transactional Analyses
This guide describes general administrative procedures and concepts for reports and analytics.
Oracle Human Capital Management Cloud - Subject Area Documents
Refer to Oracle Human Capital Management Cloud Subject Area Documents on the Oracle Help Center for more
detail on the use, security, dimensions, and calculations of HCM Cloud reports.
Access Customer Connect for the following additional resources:
Sample HCM reports that you can copy into your own environment.
Discussion forum for HCM reporting questions and tips.
Related Topics
Customer Connect
Chapter 1
Introduction
Chapter 2
Analytics and Reports for HCM: Overview

Business intelligence involves analyzing data to gain insight that you can act on, or gathering information to meet specific
requirements. You can use different types of predefined analyses, reports, and dashboards, or create and edit them, to
support your business needs.
Analyses
An analysis is an interactive display of data, for example in a table or graph. You use analyses to:
Summarize or break down simple, real-time data.
Help you make real time business decisions.
Reports
A report is output of data in a predefined format that provides little or no interaction. When you print reports, you have the
option to save them to your local drive which you can then share digitally for example, as an email attachment. Print reports in
these situations:
To get data in a high-fidelity output optimized for printing.
Chapter 2
For documents to support internal operations, statutory requirements, and other business needs.
Example of HCM reports include: Performance Document, Development Goals Report, and Talent Profile Summary report.
The following figure is an example of the Development Goals report.
If you need to edit a delivered report, use the Customize feature and create a copy to use for your customizations. If you edit
a report directly, you will lose your changes during each upgrade.
Dashboards
A dashboard is a collection of analyses and other content, presented on one or more pages, or tabs. Depending on your job
role, you might use one or more of the following HCM dashboards:
Human Resources dashboard
View analyses such as visa and work permit expiration, service anniversaries, onboarding bottlenecks, and
assignments with no manager.
Manager Resources dashboard
View an organization chart of your direct reports, and analyses such as worker availability, promotion potential,
predicted performance, and voluntary termination.
Payroll dashboard
View payroll flows that are in progress, including their activity and process status, and items requiring your attention.
Chapter 2
The following figure is an example of the Human Resources dashboard.
Creating and Editing Analyses and Reports

You can create and edit analyses and reports for your own use. Or, if you have the appropriate roles, you can customize
them and make them available for others to use.
For example, you can:
Add or remove columns from an analysis.
Change the branding logo on report output.
Create a dashboard to include your most commonly viewed analyses.
For more information on creating and editing analyses and reports, see the Oracle Fusion Human Capital Management Cloud
Creating and Editing Analytics and Reports guide.
Related Topics
Creating and Editing HCM Analytics and Reports: Overview
Printing and Sharing HCM Reports: Overview

Some HCM tasks require reports that are highly formatted. For example, during your annual performance appraisal cycle,
your organization might print hard copies or generate PDFs of performance documents so that managers and workers can
review comments and ratings in a format that is easy to read.
Chapter 2
Print Options
When you print an HCM report, you may be prompted to select certain details for the report. For example, when you print the
Development Goals report, you select whether to print all goals or selected ones, and whether to include target outcomes
and goal tasks.
The report-specific topics in this guide provide the print options for each report.
Print Formats
You can print most HCM reports in either PDF or HTML format. In some cases, such as the Talent Profile Summary report,
you can also print in RTF or MHTML format. Talent review meeting participants can also print this report in spreadsheet
format.
Sharing Reports
The following table explains tools for sharing reports.
Tool
Description
Briefing book
A briefing book is a collection of updatable or static analyses or dashboard pages (which can
contain reports). The static snapshots give you a picture of what's going on at the time that the
analysis or dashboard page is added to the briefing book.
You can download briefing books as PDF or MHTML for viewing or printing, and share them with
others. The PDF file includes a table of contents for the book.
Agent
An agent is an action that you set up to deliver a scheduled report or analysis and then define who
receives it and the delivery method for it.
Printing and Sharing HCM Analyses: Overview

Oracle Fusion Human Capital Management includes several analyses that provide real-time data for managers and HR
specialists to use on an ad hoc basis. Examples include: Salary Details, Assignment Headcount by Department, and
Workforce Mobility. You can find real-time analyses for these areas of HCM:
Absences
Benefits
Compensation
Payroll
Talent management
Chapter 2
Prompts
Most analyses include prompts that enable you to select a specific department, year, and so on to narrow the results of the
analysis. The prompts are predefined, and only report authors can change them.
The report-specific topics in this guide provide the list of prompts for each report.
Sharing Analyses
You can share the results of analyses. For example, compensation managers can share the results of the Salary Details report
with other compensation managers to prepare for a salary review meeting.
The following table explains tools for sharing analyses.
Tool
Definition
Briefing books
A briefing book is a collection of updatable or static analyses or dashboard pages (which can
contain reports). The static snapshots give you a picture of what's going on at the time that the
analysis or dashboard page is added to the briefing book.
You can download briefing books as PDF or MHTML for viewing or printing, and share them with
others. The PDF file includes a table of contents for the book.
Agents
An agent is an action that you set up to deliver a scheduled report or analysis and then define
who receives it and the delivery method for it. An agent may be used to burst an analysis to many
recipients.

The Reports and Analytics pane is a central place for you to quickly view or run analytics and reports that are related to
your work. If you have the permission, you can create or edit reports here, or add reports from the business intelligence (BI)
catalog to the pane. You can find this pane in a panel tab or in the regional area on many work areas. In the Reports and
Analytics work area, it appears as the Contents pane.
What's In the Pane

This table describes what's in the Reports and Analytics pane's top level folders.
Folder
Content
My Folders
Any custom analytics or reports that you saved for your own use only.
Shared Folders
Predefined analytics and reports that are relevant to your work area.
Any shared custom reports and analytics in the Custom subfolder.
Chapter 2

Folder

Content
Note:The pane in the Reports and Analytics work area has all the analytics and reports that
you have access to. Place your shared reports and analytics in this folder where they will be
protected during an upgrade.
Business Intelligence Catalog

The business intelligence catalog stores all analytics, reports, and other BI objects. Each analysis, dashboard, or report in the
Reports and Analytics pane represents a mapping, or link, to the same object in the catalog. The Reports and Analytics pane
also reflects the folder structure of the BI catalog.
Chapter 3
Participant Enrollment Results - Weekly Report: Explained

The Participant Enrollment Results - Weekly report lists participants that are enrolled in benefit objects.
Frequently Asked Questions

The following table lists frequently asked questions about this report.
FAQ
Answer
How do I find this report?
Reports and Analytics pane - Shared Folders - Benefits - Transactional Analysis Samples
Who uses this report?
Benefits Manager
When do I use this report?
On a weekly basis to review participants enrolled in each plan.
What prompts can I use to narrow the

results of this report?
Department Name
Program Name
Chapter 3

FAQ

Answer
Plan Type Name

Plan Name
How do I share this report?
Add to briefing book

Schedule an agent to run the report
What tool do I use to edit this report?
Oracle Business Intelligence Composer

Oracle Business Intelligence Answers
Related Subject Area

This report uses the Benefits - Enrollments Real Time subject area. For more information, refer to Oracle Human Capital
Management Cloud - Subject Area documentation on the Oracle Help Center.
Person Enrollment Summary Report: Explained

The Person Enrollment Summary report lists the benefit enrollments for participants.

10
Chapter 3
FAQ
Answer
Benefits Self Service
Benefits Manager
When you want to provide employees with a printed copy of their benefits elections.
Schedule an agent to run the report.
Oracle Business Intelligence Publisher
Related Topics
Creating and Editing Reports: Explained
11
Chapter 3
Enrollment Kit Report: Explained

The Enrollment Kit report creates an electable choice list of enrollments for the participants and allows for dependent and
beneficiary designations. You can use this report to verify eligibility of plan design for participants.

FAQ
Answer
Navigator Enrollment
On the Benefits Service Center page, start a life event for a worker and then on the Person Life
Events page, click Print Enrollment Document in the upper-right corner.
Benefits Manager
When the benefits manager must send a report to employees who do not have access to Oracle
Fusion Benefits.
12
Chapter 3

FAQ

Answer
What tool can I use to edit this report?

Related Topics
Totals by Life Event - Weekly Report: Explained

The Totals by Life Event - Weekly report lists participants that have a life event with a status code of Detected, Voided,
Manual, Backed Out, Started, or Processed.
13
Chapter 3

FAQ
Answer
Benefits Specialist
Benefits Manager
Benefits Administrator
Throughout the payroll period to ensure proper enrollments occur prior to running payroll.

Select a specific week.



This report uses the Benefits Action Items- Real Time subject area. For more information, refer to Oracle Human Capital
Management Cloud - Subject Area documentation on the Oracle Help Center.
Related Topics
Adding the Salary Details Report to a Briefing Book: Worked Example
14
Chapter 3
Totals by Life Event Status for Potential Life Events Weekly Report: Explained
The Totals by Life Event Status for Potential Life Events - Weekly report displays the status of potential life events and their
corresponding totals in table and graph formats; the table includes a grand, cumulative total of all life event statuses.

FAQ
Answer
Benefits Specialist
Benefits Manager

15
Chapter 3

FAQ

Answer



This report uses the Benefits - Potential Life Events Real Time subject area. For more information, refer to Oracle Human
Capital Management Cloud - Subject Area documentation on the Oracle Help Center.
Related Topics
Creating an Agent to Deliver the Salary Details Report: Worked Example
Totals by Life Event Name for Potential Life Events Weekly: Explained
The Totals by Life Event Name for Potential Life Events - Weekly report lists participants that have potential life events per
week.
16
Chapter 3

FAQ
Answer
Benefits Specialist
Benefits Manager
Used most often throughout the payroll period to ensure proper enrollments occur prior to running
payroll.


How can I edit this report?


Related Topics
17
Chapter 3
Totals by Location - Potential Life Events- Weekly Report:

Explained
The Totals by Location - Potential Life Events- Weekly report displays the status of the life events and their corresponding
counts in table and graph formats.

FAQ
Answer
Benefits Specialist
Benefits Manager



18
Chapter 3

Related Topics
19
Chapter 3
20
Chapter 4
Salary Details Report: Explained

The Salary Details report displays salary details for a set of workers such as their name, location, job, grade, salary basis,
currency, current salary amount, quartile, and so on.

FAQ
Answer
Reports and Analytics pane - Shared Folders - Compensation - Transactional Analysis

Samples
Compensation Manager
When you want to view salary details by year and department.
21
Chapter 4
FAQ
Answer

Year
Department



This report uses the Compensation Salary Details Real Time subject area. For more information, refer to Oracle Human
Related Topics
Salary Components Report: Explained

The Salary Components report displays total adjustment amounts by salary component, the percentage of total salaries the
component comprises and the number of workers who received an adjustment for the specific component.

FAQ
Answer

Samples
When you want an overview of salary components.

Component
Year

22
Chapter 4

FAQ

Answer

This report uses the Compensation - Salary Details Real Time subject area. For more information, refer to Oracle Human
Related Topics
Salary Basis Report: Explained

The Salary Basis report displays details about salary bases that are active within a specified period of time such as the
frequency, annualization factor, annualized hours, component usage, payroll element, and input value used to pay the salary.
23
Chapter 4

FAQ
Answer

Samples
When you need an overview of salary bases.

Salary basis
Salary frequency
Payroll element
Input value



This report uses the Compensation Salary Details Real Time subject area. For more information, refer to Oracle Human
Related Topics
24
Chapter 4
Stock Detail Report: Explained

The Stock Detail report displays award details by grant such as the grant name, date, grant price, total shares granted, total
grant value, exercise price, and expiration date.

FAQ
Answer
Reports and Analytics pane - Shared Folders - Human Capital Management Compensation - Transactional Analysis Samples
When you want to review stock details by year and grant.

Grant Name
Year
25
Chapter 4

FAQ

Answer


The Stock Details report uses the Compensation - Stock Details Real Time subject area. For more information, refer to Oracle
Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.
Related Topics
26
Chapter 4
Compensation Allocation by Department: Explained

The Compensation Allocation by Departments report lists the department name, overall budget amount and the allocated
amounts for each department for a compensation plan. You can view the report in graph or table format. The table view
includes the additional column of Number of Workers metric along with the budget and allocation amounts.

Questions
Answers
Reports and Analytics pane - Shared Folders - HCM - Career - Compensation Transactional Analysis Samples
HR Manager, Human Resource Analyst, Compensation Manager
When you need an overview of compensation allocation by department.
27
Chapter 4
Questions
Answers

Business Unit
Plan Name



This report uses the Compensation - Workforce Compensation Budgets Real Time subject area. For more information, refer
to Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.
Related Topics
Pay for Performance: Explained

The Pay for Performance report provides an overview of the compensation allocation to workers grouped by performance
rating. The report shows the performance rating, number of employees, total compensation amount, eligible salary, and the
28
Chapter 4
percentage of eligible salary as compensation amount. You can drill down from the number of employees to see a detailed
report for the specific performance rating.

Questions
Answers
HR Manager, Compensation Manager, Line Manager
When you need an overview of pay for performance using compensation performance ratings.

Plan Name
Cycle Name

29
Chapter 4

Questions

Answers

This report uses the Compensation -Workforce Compensation Real Time subject area. For more information, refer to Oracle
Related Topics
30
Chapter 4
Salary Outliers: Explained

The Salary Outliers report provides a count of workers by compa-ratio range and for each compa-ratio range, the number
of workers for each performance rating. Select a compa-ratio record in the table to view a bar graph showing the number of
workers with each performance rating for that specific compa-ratio band. Click a bar in the bar graph to view worker details.

Questions
Answers
HR Manager, Human Resource Analyst, Compensation Manager, Compensation Analyst
When you need an overview of salary outliers.
31
Chapter 4
Questions
Answers

Plan Name
Cycle Name
Rating Description



This report uses the Compensation - Workforce Compensation Real Time subject area. For more information, refer to Oracle
32
Chapter 4
Salary Quartile : Explained

The Salary Quartile report provides a count of workers by salary quartiles. You can filter the report by grade, country, and
worker performance ratings, and you can view in graph or table format.

Questions
Answers
When you need an overview of salary quartiles.

Country
Grade
33
Chapter 4

Questions

Answers
Performance Rating



Related Topics
34
Chapter 4
Salary Change Percent Trend: Explained

The Salary Change Percent Trend report displays the trend of salary change percentage across the last three years starting
from the current year. You can view trends by department, business unit, location, country, and performance rating level. You
can view this report as a line graph or a pivot table.

Questions
Answers
When you need an overview of the salary change percent trend
35
Chapter 4
Questions
Answers

Year between start and end range years

Business Unit
Department



This report uses the Compensation - Salary History Details Real Time subject area. For more information, refer to Oracle
Related Topics
36
Chapter 4
Workers without Salary Adjustment: Explained

The Workers without Salary Adjustment report provides an overview of the number of workers that have not had a salary
adjustment in a compensation cycle. On drill down, the worker details are displayed.

Questions
Answers
HR Manager, Human Resource Analyst, Compensation Manager
When you need an overview of the number of workers without salary adjustments

Department
Grade
37
Chapter 4

Questions

Answers
Rating Description
Job



Related Topics
38
Chapter 5
Team Diversity Report: Explained

The Team Diversity report provides an overview of the employee diversity and their respective headcount. You can view
headcount by ethnicity, nationality, gender, and age band.

Questions
Answers
Reports and Analytics pane - Shared Folders - HCM - Workforce Management Transactional Analysis Samples
HR Manager, Human Resource Analyst
When you need an overview of team diversity.
39
Chapter 5
Questions
Answers

Business Unit
Department
Assignment Status Type



This report uses the Workforce Management - Worker Assignment Real Time subject area. For more information, refer to
Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.
Related Topics
40
Chapter 5
Absence Overview: Explained

The Absence Overview report provides an overview of employee absences. You can view absence metrics such as number
of absences and absence days by business unit, manager, location, department and so on.

Questions
Answers
HR Manager, Line Manager
When you need an overview of absences.

Start Date and End Date

Business Unit
41
Chapter 5

Questions

Answers
Department or Manager
Location or Country
Job Name or Position



This report uses the Workforce Management - Absence Real Time subject area. For more information, refer to Oracle Human
Related Topics
42
Chapter 5
Absence Trend: Explained

The Absence Trend report provides trending of various absences in the organization such as vacation, holiday, maternity, and
sick leave. You can view trends over the last three years.

Questions
Answers
When you need an overview of absence trends.

Year
Absence Type Details
43
Chapter 5

Questions

Answers
Quarter
Month



This report uses the Workforce Managment - Absence Real Time subject area. For more information, refer to Oracle Human
Related Topics
Terminations Overview: Explained

The Terminations Overview report provides an overview of the terminated workers in your organization. The report lists
termination events that occur between the start and end dates. You can view terminations by Termination Category,
44
Chapter 5
Termination Type, Termination Reasons, Department, Gender, Performance ratings for the current period in which the report
is run, and Country. You can view the report in table or graph format.

Questions
Answers
When you need an overview of terminations.

Start and End dates

Termination Category, Type, or Reasons
Department
Gender
Performance Ratings
Country
45
Chapter 5

Questions

Answers


This report uses the Workforce Management - Assignment Event Real Time subject area. For more information, refer to
Related Topics
46
Chapter 5
Workers Detailed Report: Explained

The Workers Detailed Report lists information for each worker, such as person number, name, assignment status, location,
job, and so on.

Questions
Answers
When you need a list of assignment, location, or job information for all workers.
47
Chapter 5
Questions
Answers

None



This report uses the Workforce Management - Worker Assignment Real Time, Workforce Management - Work Relationship
Real Time, and Compensation - Salary History Details Real Time subject areas. For more information, refer to Oracle Human
Related Topics
Human Resources Data Integrity Reports: Explained

The following reports provide details about the integrity of the data for your workforce structures:
Assignment Details: List of workers with names, person numbers, assignment names, numbers and status, and
additional details such as manager flag, primary assignment flag, and job, department, location, and grade.
Department Details: List of departments with name, address location, and status.
Grade Details: List of grades with name, code, type and ceiling step.
Job Details: List of jobs with code, name, active status, manager level, full time or part time, medical checkup
required, and full time or part time.
Location Details: List of locations with code, name, e-mail, phone number, location type, official language code, and
address.
Position Details: List of positions with code, name, type name, hiring status, and whether position is seasonal, full
time, regular, or active.

The following table lists frequently asked questions about these reports.
48
Chapter 5
FAQ
Answer
How do I find these reports?
Reports and Analytics pane - Shared Folders - Workforce Management - Transactional

Analysis Samples
Who uses these reports?
When do I use these reports?
Line Manager
HR Analyst
When you are implementing Oracle Fusion and then periodically afterwards to confirm data, if
required.

results of these reports?
Assignment Details: Department Name and Location Name

Department Details: Department Name and Location Name
Grade Details: Grade Type and Grade Name
Job Details: Department Name, Job Function Name, and Job Family Name
Location Details: Department Name and Job Name
Position Details: Department Name, Location Name, and Job Name
How do I share these reports?

What tool can I use to edit these

reports?

Related Subject Areas

These reports use the following subject areas:
Assignment Details: Workforce Management - Worker Assignment Real Time
Department Details: Workforce Management - Worker Assignment Real Time
Grade Details: Workforce Management - Grade Rate Real Time
Job Details: Workforce Management - Worker Assignment Real Time
Location Details: Workforce Management - Worker Assignment Real Time
Position Details: Workforce Management - Position Real Time
For more information, refer to Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help
Center.
49
Chapter 5
Headcount Report: Explained

The Headcount report provides the headcount of the line manager hierarchy of the worker who is signed in. The report lists
headcount by system person type and employment category.

The following table lists frequently asked questions about the Headcount report.
FAQ
Answer

Analysis Samples
Line Manager
50
Chapter 5
FAQ
Answer
When you need to report on current headcount for your hierarchy.



Related Topics
51
Chapter 5
Assignment Headcount by Department Report: Explained

The Assignment Headcount by Department report displays headcount by department and worker category.

FAQ
Answer

Analysis Samples

Line Manager
HR Analyst
When department headcount is required.
Department Name
Location
Scheduling and delivery options:

52
Chapter 5

FAQ

Answer

Oracle Business Intelligence Answers.

Oracle Human Capital Management Subject Area documentation on the Oracle Help Center.
Related Topics
53
Chapter 5
Headcount and Mobility by Department: Explained

The Headcount and Mobility by Department report includes information such as headcount, unfilled vacancy openings,
headcount of pending hires, full-time employee headcount, part-time employee headcount, contingent labor headcount,
headcount of future terminations, and headcount of workers who are currently absent.

This table lists frequently asked questions about this report.
FAQ
Answer

Analysis Samples
Human Resources Analyst

Line Manager
Used when budgeting for headcount.
54
Chapter 5
FAQ
Answer



This report uses these subject areas:
Workforce Management - Vacancy Real Time
Workforce Management - Absence Real Time
Workforce Management - Worker Assignment Event Real Time
Workforce Management - Worker Assignment Real Time
Center.
Related Topics
Workforce Mobility Report: Explained

The Workforce Mobility report provides headcount of assignment events. You can view information by action type, line
manager, team, or department and you can view the data in a table or a bar chart. This report lists assignment events that
55
Chapter 5
occurred in the last 12 months separately from and events that will occur in the future. Not all action types are included in this
report.
Key Insights
View workforce mobility for the previous year and view future mobility.

FAQ
Answer

Analysis Samples
Line Manager
When you need to report on mobility.
What view options are available?
View options:
Action Type
Team
Department
You can view the report data in a table or graph format.
56
Chapter 5

FAQ

Answer


This report uses the Workforce Management - Worker Assignment Event Real Time subject area. For more information, refer
Related Topics
Position Incumbents Report: Explained

The Position Incumbents report lists each position and the incumbent or incumbents in each position. There can also be no
incumbents for a position.
57
Chapter 5

This table lists frequently asked questions about this report.
FAQ
Answer

Analysis Samples

Line Manager
When you want to review incumbents in each position and identify positions with no occupant.



Workforce Management - Position Real Time
Center.
Related Topics
58
Chapter 5
Position Occupancy Report: Explained

The Position Occupancy report lists positions, and their headcount, the incumbent headcount, and the calculated open
headcount. You can also review FTE values.

59
Chapter 5
FAQ
Answer

Analysis Samples

Line Manager
When you need to determine which positions are over or under utilized.

Department
Position



Workforce Management - Position Real Time
Center.
Related Topics
Workforce Events: Explained

The Workforce Events report provides an overview of the various headcount events trending in the organization such as hires,
promotions, transfers, terminations, and rehires. You can view counts for the last three years grouped by year. For example, if
60
Chapter 5
you select 2014 as the year, then the report is generated for 2012, 2013, and 2014. Event details include worker details such
as person number, business unit, and department for a specific HR action, year, and month.

Question
Answer
Reports and Analytics pane - Shared Reports - HCM - Workforce Management Transactional Analysis Samples
When you need an overview of workforce events.

Year
Quarters
Months
Action Name Details
61
Chapter 5

Question

Answer


This report uses the Workforce Management - Worker Assignment Event Real Time subject area. For more information, refer
Related Topics
62
Chapter 6
Balance Exception Report: Explained

The Balance Exception Report identifies values that vary compared to other values for the same balance dimension. This
variance could indicate potential overpayments or underpayments.

FAQ
Answer
Payroll Checklist work area

Payroll Calculation work area
Payroll Manager
After calculating the payroll run or QuickPay run.
How do I run this report?
Submit the report process from the payroll work area.
Related Topics
63
Chapter 6
Deduction Report: Explained

The Deduction Report displays details of payroll deductions processed for the specified payroll period. You can use this
report to validate the deduction amounts being processed.

FAQ
Answer

Payroll Manager
Used during every payroll cycle to validate the deduction amounts that are being processed.
Related Topics
64
Chapter 6
Element Results Register: Explained

The Element Result Register lists the elements and their primary output for processes that generate run results in a Microsoft
Excel spreadsheet, such as the Calculate Payroll and Calculate Gross Earnings tasks. Use this report as a diagnostic tool
when you are reviewing results with other reports, such as the balance results and statement of earnings on the Person
Process Results page and the Payroll Activity Report.

FAQ
Answer

Payroll Manager
Usually every pay period after running the Payroll Activity Report.
Related Topics
65
Chapter 6
Gross-to-Net Report: Explained

The Gross-to-Net Report displays a listing of the total results calculated in the payroll run, such as the total earnings,
deductions, and employer charges. Use this report to review totals for the results calculated from payroll runs, QuickPay
runs, and payroll reversals by earnings, deductions, and other elements of pay. These balances are used by the prepayments
process.

FAQ
Answer

Payroll Manager
After each payroll run or, at a minimum, on a quarterly basis.
Submit the report process from the payroll work area
What tool do I use to edit the format of

this report?
Related Topics
66
Chapter 6
Payment Register: Explained

The Payment Register displays results used to verify and audit payment distributions. The report lists payment details, such
as the payment amount for a payment category, payment type, payment method, and bank information. You can print either
a summary or detail report. The summary report lists the total amounts paid by payment category, type, and method. The
detail report lists payments for each employee, including the payment amount, bank, and check information.

FAQ
Answer

Payment Distribution work area
Payroll Manager
After calculating prepayments and running the payment process.

this report?
67
Chapter 6
Related Topics
Payroll Activity Report: Explained

The Payroll Activity report lists details about payroll runs, such as balance adjustments, taxes, payment information, and
employer liabilities. Use this report independently of other processes, such as prepayments.

FAQ
Answer

Payroll Manager
When you want to verify, validate, and audit run results before processing payments.
68
Chapter 6
FAQ
Answer

this report?
Related Topics
Payroll Balance Report: Explained

The Payroll Balance Report displays balance results of the payroll run. The report extracts the run balance results for a
specific period. It also supplies detailed balance information for a specific employee over a defined period of time. Use this
report to verify the values of other reports and to report to research a problem discovered by another diagnostic report.

FAQ
Answer

Payroll Manager
As needed for diagnostic purposes.
69
Chapter 6
FAQ
Answer

this report?
Related Topics
Payroll Costing Report: Explained

The Payroll Costing Report displays summarized or detailed costing results from payroll calculations in a Microsoft Excel
spreadsheet. Use to verify costing entries of a payroll run and after submitting corrective actions, such as cost adjustments
and retroactive costing, or costing balance adjustments.
Payroll Costing Report

FAQ
Answer

Payroll Accounting Distribution work area
Payroll Manager
After submitting a process that generates costing results and before transferring the costing results
to subledger accounting or to general ledger.
70
Chapter 6
Data Validation Reports: Explained

The Data Validation Reports use configured localization requirements to identify any missing attributes based on statutory
rules of the legislative data group. Based on the report output, the administrator can take necessary action to fix the data
before running the dependent processes.
Data Validation Report

The Payroll Data Validation report lists noncompliant or missing statutory information for a person by payroll statutory unit
(PSU). For example, your report might list all people in the PSU with a missing tax reporting unit. The Worker Data Validation
report lists noncompliant or missing statutory information for a worker by legal employer. For example, your report might list
all workers in the legal employer with a missing date of birth, job, or department.
FAQ
Answer

Payroll Manager, HR Specialist
Before the periodic processes, as needed.
Related Topics
71
Chapter 6
Payroll Register: Explained

The Payroll Register displays details used to verify, validate, and audit payroll calculations. Compare this report to the Payroll
Activity Report to ensure that payroll results have been archived correctly. You can print a summary or a detail report. Verify
total payment amounts with the summary report for each balance category included in a payroll run for a specific payroll
period, payroll statutory unit and tax reporting unit. Use the detailed report to review the complete payroll run details for each
employee.

FAQ
Answer

Payroll Manager
After calculating payroll and archiving periodic payroll results for payroll balancing and reconciliation
purposes, and to compare the payment values to previous periods.
72
Chapter 6
Related Topics
Payslip: Explained
The Payslip provides a record of individual payroll payments received, including pay amounts, deductions taken, and
accruals. You can generate payslips for all employees as a record of payments made, and employees can view or print their
payslips from the Portrait page.

FAQ
Answer

My Portrait - Actions - View Payslip
Payroll Manager
Employee
When do I generate payslips?
After generating payments and archiving periodic payroll results.
How do I generate payslips?
Submit the payslips process from the payroll work area

payslips?
73
Chapter 6
Related Topics
Third-Party Payments Register: Explained

The Third-Party Payments Register provides details of all payments made to a third-party person or organization, including
involuntary and voluntary deductions. This report lists payments made to an external party for a given period. The parties can
be an organization or a person such as a union, court, or pension trustee.

FAQ
Answer

Payroll Manager
After generating payments.

this report?
Related Topics
74
Chapter 7
Goal Management Reports

Goal Plan Development Goal Report: Explained
The Goal Plan Development Goal report displays a list of worker's development goals belonging to a development goal plan
such as career statement, career preferences, and development needs and actions.

FAQ
Answer
Navigator - Goals - My Worker's Goals - Development Goals - Worker's Name
Line Manager
Employee
When you want to produce a hard copy of a worker's goals for a performance review, for example.
75
Chapter 7
FAQ
Answer
What filtering and printing options are

available for this report?
Print Options:
Include all goals or selected goals.
Include target outcomes, goal tasks, or both.
Print PDF or HTML format.
Related Topics
76
Chapter 7
Goal Plan Performance Goals Report: Explained

The Goal Plan Performance Goals report is a printable report that shows the details of selected performance goals within a
goal plan for a person. This report includes the target outcomes and tasks associated to the performance goals.

FAQ
Answer
Navigator - Goal Management - My Worker's Goals tab - Performance Goals tab

Select a worker and then click Print Goals.
77
Chapter 7

FAQ

Answer
You can also access this report from the Reports and Analytics pane. Shared Folders - Human
Capital Management - Career - Goals
What filtering and printing options are

available for this report?
Line Manager
Employee
When you want to produce a hard copy of a worker's goals for a performance review, for example.
Include all goals or selected goals.

Include target outcomes, goal tasks, or both.
Print PDF or HTML format.
Related Topics
Performance Management Reports
78
Chapter 7
Identify Risk of Loss Reasons Report: Explained

The Identify Risk of Loss Reasons report displays the most common reasons for leaving of workers with a high performance
rating for a given period. Examples of reasons are family event, leaving voluntarily, planned retirement, voluntary attrition, and
so on.

FAQ
Answer
Reports and Analytics pane - Shared Folders - Human Capital Management - Career Performance - Transactional Analysis Samples
Line Manager
HR Specialist
When reviewing worker attrition to gain insight into why high performers have left the organization.

Year
Performance Document Period Name
Risk Reason


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Chapter 7

This report uses the Workforce Performance - Performance Rating Real Time subject area. For more information, refer to
Related Topics
Identify Top Talent Report: Explained

The Identify Top Talent (using Performance and Potential) report displays workers that have both a high potential rating and a
high performance rating for a given period.

FAQ
Answer
Reports and Analytics pane - Shared Folders - Human Capital Management - Career Performance - Transactional Analysis Samples
Line Manager
HR Specialist
80
Chapter 7
FAQ
Answer
When reviewing worker succession to identify high performers who also have high potential in the
organization.

results of the report?
Year
Performance Document Period Name
Department Name
Location Name
Job Name



This report uses the Workforce Performance - Performance Rating Real Time subject area. For more information, refer to
Related Topics
Percentage of Workers Aligned with Organization Goals: Explained

The Percentage of Workers Aligned with Organization Goals report provides an overview of the percent of workers aligned
to your organization's goals. The percentage of workers aligned is compared against the number of workers. You can view
this report by Manager, Business Unit Name, Location, Department, Country, Position, and Job Name. The goal categories
81
Chapter 7
include Customer Satisfaction, Education, Financial, Forecast Conversion, HR Measure, and Sales. You can view the report in
graph or list format.

Questions
Answers
Reports and Analytics pane - Shared Folders - HCM - Career - Performance Transactional Analysis Samples
HR Manager, Human Resource Analyst, Line Manager
When you need an overview of the percentage of workers aligned with organization goals.

Assignment To and From dates

Manager
Business Unit
Department
Location or Country
Job or Position
82
Chapter 7

Questions

Answers
Goal category



This report uses the Workforce Goals - Goal Alignments Real Time and Workforce Management - Worker Assignment Real
Time subject areas. For more information, refer to Oracle Human Capital Management Cloud - Subject Area documentation
on the Oracle Help Center.
Related Topics
83
Chapter 7
Performance Calibration: Explained

This report provides the distribution of performance ratings across the organization. You can view the distribution for
various performance documents. The report also provides the data of the workers that have not had a performance rating
(represented as 0).

Questions
Answers
When you need to review performance calibration.

Performance Document Period
84
Chapter 7

Questions

Answers



This report uses the Workforce Performance - Performance Rating Distribution Real Time subject area. For more information,
refer to Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.
Related Topics
85
Chapter 7
Performance Document Status: Explained

This report provides the count of workers against each status of the performance document. Select the performance
document from the Period Name list. You can view the report in table or graph format.

Questions
Answers
HR Manager, Human Resource Analyst, Line Manager
When you need a status of performance documents.

Period Name
86
Chapter 7

Questions

Answers



This report uses the Workforce Performance - Performance Documents Status Real Time subject area. For more information,
refer to Oracle Human Capital Management Cloud - Subject Area documentation on the Oracle Help Center.
Related Topics
Talent Performance by Potential Matrix: Explained

The Performance and Potential 9-box grid is a talent management tool used during the talent review process to assess talent
pools by employee performance and potential ratings. The 9-box grid is an effective tool in helping senior leadership teams
87
Chapter 7
calibrate talent expectations and ratings, identify development needs, and plan for development. On each matrix box, the
count indicates the number of workers that fall into that category. You can also view the data in table format.

Questions
Answers
When you need to compare employee performance and potential.

None


88
Chapter 7

This report uses the Workforce Talent Review - Talent Review Meeting Real Time subject area. For more information, refer to
Related Topics
89
Chapter 7
Performance Document Worker Ratings Report: Explained

The Performance Document Worker Ratings report is a printable performance document that shows performance document
details for a worker when only worker ratings exist.

FAQ
Answer
Navigator - Performance - My Manager Evaluations
Line Manager
90
Chapter 7

FAQ

Answer
HR Specialist
Employee
When you want to produce a hard copy of the performance document.
Related Topics
Performance Document Worker And Manager Ratings Report:

Explained
The Performance Document Worker And Manager Ratings report is a printable performance document that shows
performance document details for a worker when only worker and manager ratings exist. You can review performance
91
Chapter 7
document content such as competencies, goals and questionnaires and the ratings and comments provided by workers and
managers.

FAQ
Answer
Navigator - Performance - My Manager Evaluations
Line Manager
HR Specialist
Employee
When you want to produce a hard copy of the performance document.
92
Chapter 7
FAQ
Answer
Related Topics
Profile Management Reports

Talent Profile Summary Report: Explained
The Talent Profile Summary report is a summarized version of a talent profile for a worker. You can print this report to use
during talent review meetings or for one-on-one performance or goal-setting meetings. Person details included in the report
include:
Job assignments
Performance evaluations
Talent ratings
Education and qualifications details
Career interest
93
Chapter 7
Goals

FAQ
Answer
You can access this report in three ways:

Navigator - Person Management - Person - Manage Talent Profile - Actions - Print Profile
1. Access a worker's profile.
2. Click Actions.
3. Click Print Profile.
1. Access a talent review.
2. Click Print Profile.
Line Managers
Talent Review Meeting Members
94
Chapter 7

FAQ

Answer
HR Specialists
Most often during talent review meetings, one-on-one performance meetings and goal-setting
meetings.

Related Topics
95
Chapter 7
96
Chapter 8
Human Resources and Payroll Reports for

Canada
Record of Employment Interface: Explained
A Record of Employment (ROE) is issued to an employee when there is an interruption in their earnings due to a termination
or leave of absence. It is issued to employees who work insurable hours and receive insurable earnings. It is used to
determine if an employee qualifies for Employment Insurance benefits when not working.
Before you run this report, you must run the Run Record of Employment Archive process. The output of that process is an
archive of the relevant data and a Record of Employment worksheet. After the archive is run, the Run Record of Employment
Interface process is run to generate the file to submit to Service Canada through the ROE Web. You can run both processes
from the Regulatory and Tax Reporting work area.
The Record of Employment Interface is generated as an XML file. The various XML tags on the ROE interface output display
the archived information.

Question
Answer
In the Payment Checklist work area, select Submit a Process or Report. Specify a Canadian
legislative data group, and select Run Record of Employment Interface.
Payroll Administrator
Payroll Manager
As required for statutory purposes.

Use the Person field to generate the report for a single person.
Use the Payroll Relationship Group field to run this report for a group of employees.

Related Topics
97
Chapter 8
Workers Compensation Assessable Wages Report:

Explained
The Workers Compensation Assessable Wages Report displays details of the Workers Compensation calculations and
balances generated in the payroll process. It enables employers to review and reconcile Workers Compensation amounts and
provides data to file their Workers Compensation remittances and year end statements.
Before you run this report, you must:
Set up the requisite workers compensation data at the Payroll Statutory Unit (PSU) level.
Run the Calculate Payroll, Prepayments and Archive Periodic Payroll Results processes.
The report includes gross, assessable and excess wages, liability and other information such as rates, maximum assessable
wages, and number of employees. The report can be processed to generate employee detail or summary information only.

Question
Answer
In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify a
Canadian legislative data group, and select Run Workers Compensation Assessable Wages
Report.
Payroll Manager

Use the Payroll Statutory Unit field to generate the report for all the accounts under a specific
PSU.
Use the Province field to run this report for a specific province.
Use the Account field to generate this report for a specific workers compensation account.
Use the Location field to generate the report for a specific location.
Use the Department field to generate the report for a specific department.
Use the Payroll Relationship Group field to run this report for a group of employees.
Use the Report Type field to generate a detailed report or a summary report.

Related Topics
98
Chapter 8
Provincial Medical Report: Explained

The Provincial Medical Report calculates and reports the provincial medical employer liability for employers in Ontario,
Manitoba, and Newfoundland and Labrador.
It enables employers to review and reconcile provincial medical balances and provides the required data to file their provincial
medical remittances. Amounts on the report represent balances within the starting and ending payment dates specified when
running the report.
Set up the requisite provincial medical data at the Payroll Statutory Unit (PSU) level.
Run the Calculate Payroll, Prepayments and Archive Periodic Payroll Results processes.

Question
Answer
legislative data group, and select Run Provincial Medical Report.
Payroll Manager

Use the Payroll Statutory Unit field to generate the report for all the accounts under a specific
PSU.
Use the Province field to run this report for a specific province.
Use the Account field to generate this report for a specific provincial medical account.

Related Topics
Cheque Advice: Explained

The Cheque Advice feature generates both an advice and an actual cheque. The advice contains employee, employer and
payroll details, as well as earnings and deductions information. These details are based on the balances, personal, and other
information archived by the Payroll Archive process. The actual cheque is located at the bottom of the advice.
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Chapter 8
The Generate Cheque Payments process selects employees processed in the Payroll Archive for a given payroll and pay
period, and who have a payment method of cheque.
You must run this process after the Calculate Payroll, Prepayments and Archive Periodic Payroll Results processes.
If the employee's payroll relationship has multiple tax reporting units (TRUs) that are processed in the same payroll run,
separate cheque advices are generated for each TRU. The separate advices are contained within one PDF document.
The cheque advice does not extend past one page. To accomplish this requirement, some details might be summarized if the
output extends past one page.

Question
Answer
legislative data group, and select Generate Cheque Payments.
Payroll Manager
Generate this report whenever you require printable copies of your employee payments made by
cheque.

Use the Payroll field to restrict the results to a specific payroll run.

Related Topics
Report on Hirings: Explained

The Report on Hirings allows employers to report to Service Canada the required information for each newly hired or recalled
employee. This information helps Service Canada officials detect and prevent Employment Insurance (EI) abuse, and ensure
that only eligible employees get EI benefits.
The interface is run for each Employer's Account Number (the Tax Reporting Unit registration number). The report provides
the details of the Social Insurance Number, employee number and latest hire date of employees. The report is run for a
specific range of employment dates. One .txt file is created for each employer.
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Chapter 8

Question
Answer
In the Manage Regulatory and Tax Reporting work area, select Submit a Process or Report,
Specify a Canadian legislative data group, and select Run Report on Hirings.

Payroll Manager
Use the Payroll Statutory Unit field to generate a separate output file for each TRU or
employer account number within this PSU.
Use the Tax Reporting Unit field to run this report against a specific tax reporting unit.
Use the Starting Employment Date and Ending Employment Date to generate the report for a
specific period.
Related Topics
Canada Online Payslip: Explained

You can generate an online payslip for each payment made to an employee for a given pay period. You can also generate the
payslip for any other payment made not for a specific pay period, such as a bonus or commission payment.
You can also generate a printed record of the employee's payslip.
Before generating the payslip, you must:
Complete the Archive Periodic Payroll Results process
Complete the Generate Cheque Payments or Direct Deposit process
The payslip includes details of the payment such as employee and employer information, pay period, earnings, deductions
and accruals, as well as net pay distribution details.

101
Chapter 8
Question
Answer
In the Payment Distribution work area, select Submit a Process or Report, Specify a Canadian
legislative data group, and select Generate Payslips.
Payroll Manager
Generate this report whenever you require printable copies of your employee payslips.


Related Topics
102
Chapter 9

China
Payroll Data for National Standard Document 24589:
Explained
Generates payroll data to facilitate government auditing process, according to the Chinese recommended national standard
document 24589.
Payroll managers and payroll administrators run this report to extract payroll data in a format compliant with the National Audit
Office of the People's Republic of China guidelines for the filing of payroll data by state-owned enterprises. You can run this
report on an entire accounting year or specify an accounting period of between 1 and 12 months. In accordance with the
recommended national standard document 24589, the xml report output is in the Chinese language.
You can run the Payroll Data Interface Report from the Payroll Checklist or Regulatory and Tax Reporting work area.
Successfully calculate payroll run results. You don't need to archive payroll results prior to running the report; the
report process archives data before generating the report output.
Review the balances currently available under the balance group Chinese State-Owned Enterprise Payroll Data
Interface Report, which is shared among legal employers, to ensure that it only contains the balances relevant to
the legal employer for which you're running the report. Add and remove balances to and from the balance group if
required using the Batch Loader.

Question
Answer
Chinese legislative data group, and select Run State-Owned Enterprise Payroll Data Interface
Report.
Payroll Manager

Use Legal Entity and Accounting Year fields
103
Chapter 9
Question
Answer
What tool do I use to edit this report
Individual Income Tax Summary Report for Beijing:

Explained
The report generates monthly details of the dedicated payment form for electronic payments to the treasury.
Companies operating from Beijing must submit both this summary report and the individual income tax detail report, and the
total amounts of both reports must match. Submit the reports each month for the previous month's tax amount. (You can
submit the report either on paper or using the e-tax system Beijing tax bureau provides.)
You can run this report from the Payroll Checklist or Regulatory and Tax Reporting work area.
Before you run this report, you must successfully:
Calculate payroll run results
Calculate prepayments
Archive the payroll run

Question
Answer
Chinese legislative data group, and select Individual Income Tax Summary.
Payroll Manager

Use the Income Item field to run this report against a particular income item.
HCM Extracts
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Individual Income Tax Detail Report for Tianjin: Explained

The report generates separate individual income tax detail reports as required Tianjin city.
The Individual Income Tax Detail Report for Tianjin allows reporting of tax collected locally from employees. You can produce
a single report for all employees or generate separate reports by report type and taxpayer category.

Question
Answer
Chinese legislative data group, and select Individual Income Tax Detail Report. Select Tianjin City in
the Territory Parameter.
Payroll Manager

HCM Extracts
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Individual Income Tax Detail Report for Shenzhen:

Explained
The report generates separate individual income tax detail reports as required Shenzhen city.
The Individual Income Tax Detail Report for Shenzhen allows reporting of tax collected locally from employees. You can
produce a single report for all employees or generate separate reports by report type and taxpayer category.

Question
Answer
Chinese legislative data group, and select Individual Income Tax Detail. Select Shenzhen City in the
Territory Parameter.
Payroll Manager

HCM Extracts
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Individual Income Tax Detail Report for Shanghai: Explained

The report generates separate individual income tax detail reports as required Shanghai city.
The Individual Income Tax Detail Report for Shanghai allows reporting of tax collected locally from employees. You can
produce a single report for all employees or generate separate reports by income item and taxpayer category.

Question
Answer
Chinese legislative data group, and select Individual Income Tax Detail. Select Shanghai City in the
Territory Parameter.
Payroll Manager

HCM Extracts
Individual Income Tax Detail Report for Beijing: Explained

The report generates separate individual income tax detail reports as required for Beijing, Shanghai, Shenzhen, and Tianjin.
The Individual Income Tax Detail Report for Beijing allows reporting of tax collected locally from employees. You can produce
a single report for all employees or generate separate reports by income item and taxpayer category.
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Question
Answer
Chinese legislative data group, and select Individual Income Tax Detail Report. Select Beijing City in
the Territory Parameter.
Payroll Manager

HCM Extracts
108
Chapter 10
10

France
Access to Training Report: Explained
The Access to Training Report (BIAF) is a statutory document that must be provided to employees on fixed-term contract
allowing them access to training and competency development managed by OPACIF.

FAQ
Answer
In the Checklist work area, select Submit a Process or Report. Specify a France legislative data
group (LDG). Select French Access to Training Report..
HR Managers
Run this report at the time of providing the fixed-term contract to the employee. You can also run
this report for employee requests or upon employee termination.

Use the Payroll Flow field to uniquely identify this payroll flow submission.
Use the Legal Employer field to specify the legal entity.
Use the Establishment field to run the report for a specific reporting establishment.
Use the Person field to run this report for a specific employee.
Use the Effective Date field to run the report for all eligible persons as on the specified date.
Related Topics
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The Disability Employment Report or the DOETH is a mandatory declaration of disabled workers in the establishment. This
process provides four reports that enable you can use for the DOETH and submit to the DDTEFP:
Disabled employees with relevant information
Disabled trainees
Employees with ECAP
Total headcount

FAQ
Answer
In the Checklists work area, select Submit a Process or Report. Specify a France legislative data
group (LDG). Select French Disability Employment Report.
HR Managers and Administrators
Run this report annually

Use the Effective Date field and Start Date field to extract all disabled employees that have a work
relationship with the company during the specified date range.
Related Topics
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Manpower Movement Report: Explained

The Manpower Movement Report is a statutory HR report that must be submitted to the government department of labour
and reports every work contract that was started or ended within the reporting period. The report contains details of newly
hired employees, employee transfers, and terminated employees.

FAQ
Answer
group (LDG). Select French Manpower Movement.
HR Managers and Payroll Managers
Run this report every month or as required for statutory purposes.

Use the Start Date Field to specify the reporting period, for example, the first day of the month.
Use the Effective Date field to specify the end date for the reporting period.
Related Topics
Personnel Register: Explained

The French Personnel Register (RUP) is a mandatory report of persons currently employed in an establishment, and
employees who were previously employed with the establishment in the last five years.
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FAQ
Answer
group (LDG). Select French Personnel Register.

Use the Start Date Field to specify the start of the reporting period.
Related Topics
Social Report: Explained

The French Social Report is a statutory report published every year to compare the results of the current year with the
previous two years, using a given set of indicators. You can generate this report for a tax reporting unit (TRU) and for a legal
employer.

FAQ
Answer
group (LDG). Select French Social Report.
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FAQ
Answer
Run this report annually or as required for statutory purposes.

Related Topics
Unique Statement of Employment: Explained

The DUE or the Unique Statement of Employment is generated when employees or trainees are hired or rehired by the
organization. The report must be submitted to the URSSAF. The declaration consists of information about the hiring
organization and the employee details. It is also used to complete various formalities like the registration of the person with
the health insurance or unemployment systems, if required.

FAQ
Answer
In the Checklists work area, select Submit a Payroll Flow. Specify a France legislative data group
(LDG). Select French Unique Statement of Employment.

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FAQ

Answer
Use the Person field to run the report for a specific person. Trainees are not automatically included
in the report. You can use this field if you want to run the report for a trainee.
Related Topics
Work Certificate: Explained

The Work Certificate is a certificate or letter provided to terminated employees. It describes the employee and employer
details, and lists the employee's jobs while employed by the company. The employer information includes company and
establishment names, SIRET, and addresses. The employee information includes basic information, jobs held and their
description, and information on individual entitlement to training.

Question
Answer
group (LDG). Select French Work Certificate.
Human Resource Specialist and Payroll Managers
Run this process for a terminated employee or a set of employees who are terminated.

Use the Legal Employer field to specify the legal entity of the terminated employees.
Use the Person field to run the work certificate for a specific person.
Use the Start Date and Effective Date fields to extract all the employees having a termination date
included in the range specified by Start Date or Effective Date.
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Question
Answer
Related Topics
115
Chapter 10
116
Chapter 11
11

GCC Countries
Kuwait Reports
Disabled Workers Report for Kuwait: Explained
Employers in GCC countries need to provide the Disabled Workers report monthly. You can generate the report from the
work areas in Human Resources by running or scheduling the process. You can also generate the report from the BI Catalog
in HCM, Workforce Management, Person Management, and the country of your requirement for example, Kuwait.
Only employees and contingent workers who have a registered disability as at the effective date will be shown on the report.
The person's disability status can be Active, Approved, Permanent, or Temporary.

FAQ
Answer
Where do I generate this report?
In the Checklists work area. From the Tasks pane, Payroll Flows > click Submit a Process or Report
> search for and select Run Disabled Workers Report.
Alternatively, from the BI Catalog, go to HCM, Workforce Management, Person Management, and
then select the relevant GCC country.
HR Manager
HR Specialist
When sending disabled workers data to Kuwait Ministry of Social Affairs.

Schedule to run the process and generate the report
IPE Consolidated New Hire and Termination Report for Kuwait:

Explained
The IPE Consolidated New Hire and Termination report is a monthly payroll report that is used across all Gulf Cooperation
Council (GCC) countries by the social insurance offices. The Insurance Protection Extension report consolidates information
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related to new hires and terminations in a single calendar month. The report is applicable for employees of GCC citizenship,
as per the Social Insurance Calculation Card.
Ensure that the following processes are run before you generate this report:
Payroll Run
Prepayments
Payroll Archive
This report is printed per employee with the following sections:
Employee Information
Employee New Hire Salary Information, if applicable
Employee Termination Salary Information, if applicable
You can reprint the statutory reports with the data as at the time of the initial run. To facilitate reprinting the reports, the data
required for statutory reports is included in the payroll archive, except for the contact details of the employer, which are taken
from live data.

FAQ
Answer
In the Regulatory and Tax Reporting work area. From the Tasks pane, Payroll Flows > click Submit a
Process or Report > search for and select Run Kuwaiti IPE Consolidated Report.
Payroll Manager
When sending the monthly hire and termination report to the social insurance office.

Report 103 New Hires and Terminations: Explained

The monthly report for new hires and terminations tracks the notice of commencement or termination of an insured person.
It includes workers who are rehired. The report is applicable for employees of Kuwaiti citizenship, as per the Social Insurance
Calculation Card.
Payroll Run
Prepayments
Payroll Archive
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Employee New Hire Information, if applicable
Employee Termination Information, if applicable
Employee Additional Social Insurance on Termination Information, if applicable
from live data.

FAQ
Answer
Process or Report > search for and select Run Report 103.
Payroll Manager
When sending the monthly report on new hires and terminations to PIFSS.

Report 168 Monthly Movements: Explained

Report 168 is the Kuwaiti Monthly Movement Report that displays employee movements during the month. The report
provides details of newly hired employees, salary changes of existing employees, and terminated employees. Kuwaiti
companies must submit the Report 168 every month for each legal employer to the Public Institution for Social Security
(PIFSS) in the specified format. The report is applicable for employees of Kuwaiti citizenship, as per the Social Insurance
Calculation Card.
Payroll Run
Prepayments
Payroll Archive
This report is printed with the following sections:
Employer Information
List of Employees Hired or Terminated, with appropriate information
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List of Employees with Salary Changes, with appropriate information

from live data.

FAQ
Answer
Process or Report > search for and select Run Report 168
Payroll Manager
When sending the monthly movements report every month to PIFSS in the specified format.

Report 55 Detailed Salary Statement: Explained

Kuwaiti Detailed Salary Statement Report (Report 55) is an annual report with a detailed statement of the insured and their
salaries. Companies in the Private or Oil sector must submit the report to the PIFSS at the beginning of each year in the
specified format. The report is applicable for employees of Kuwaiti citizenship, as per the Social Insurance Calculation Card.
Payroll Run
Prepayments
Payroll Archive
List of Employees with earnings information
from live data.

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FAQ
Answer
Payroll Manager
When sending the detailed salary statements of employees every month to PIFSS in the specified
format.

Report 56 Commencement and Termination of Additional

Contributions: Explained
Report 56 is a notice of the commencement and termination of an employee's subscription for complementary or
supplementary insurance. You can generate the report for any month, when complementary or supplementary insurance
starts or ends. The report is applicable for employees of Kuwaiti citizenship, as per the Social Insurance Calculation Card.
Payroll Run
Prepayments
Payroll Archive
Employee Personal Information
Employee Commencement of Complementary Contributions Information, if applicable
Employee Termination of Complementary Contributions Information, if applicable
from live data.

FAQ
Answer
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FAQ
Answer
Payroll Manager
When sending the monthly report on commencement and termination of subscription of employees.

Report 166 Monthly Contributions: Explained

The monthly contributions paid to Public Institution for Social Security (PIFSS) are tracked in Report 166 or Monthly
Contributions Report. The report shows a total of the qualifying balance amounts for Kuwaiti employees associated with a
payroll statutory unit. The report is applicable for employees of Kuwaiti citizenship, as per the Social Insurance Calculation
Card.
Payroll Run
Prepayments
Payroll Archive
Employer Information plus Total Contributory Salary Information
Total Contributions by Social Insurance Scheme
Total Employer Contributions by Social Insurance Scheme
Total Employee Contributions by Social Insurance Scheme
from live data.

FAQ
Answer
Payroll Manager
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FAQ
Answer
When sending the monthly contributions to PIFSS in the specified format.

Saudi Arabia Reports

Disabled Workers Report for Saudi: Explained
Employers in GCC countries need to provide the Disabled Workers report monthly to the Ministry of Health. You can generate
the report from the work areas in Human Resources by running or scheduling the process. You can also generate the report
from the BI Catalog in HCM, Workforce Management, Person Management, and the country of your requirement for example,
Saudi Arabia.
Only employees and contingent workers who have a registered disability as of the effective date will be shown on the report.

FAQ
Answer
HR Manager
HR Specialist
When sending disabled workers data to Saudi Ministry of Health.

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GOSI Form 3 Report: Explained

Employers in Saudi Arabia must submit the GOSI Form 3 report for each worker in the service, under their sponsorship.
The form is presented to GOSI along with the birth document of the worker, if the worker is not registered with GOSI. The
employer also completes the form for the worker who leaves the service and notifies GOSI. The monthly report is distributed
to the GOSI office, where the employer is registered.
Payroll Run
Prepayments
Payroll Archive
Employee Employment Information
Employee Termination Information
The report is generated based on the employee compensation information and element classification details.
from live data.

FAQ
Answer
Process or Report > search for and select Run GOSI Form 3.
Payroll Manager
When sending the employer and employee details every month to the GOSI office.

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Employers in Saudi Arabia must submit the GOSI Form 4 report every month. The report contains the list of Saudi Arabia and
non-Saudi Arabia joiners and leavers along with their monthly contributions. The report is distributed to the GOSI office, where
the employer is registered.
Payroll Run
Prepayments
Payroll Archive
This report contains the following sections:
New Hires Information
Terminations Information
Monthly Contribution Information
from live data.

FAQ
Answer
Payroll Manager
When sending the employer and employee details every month to GOSI office.

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Employers in Saudi Arabia must submit the GOSI Form 5 report every month for their total workforce. The report lists 10
joiners and 10 leavers per page and is distributed to the GOSI office where the employer is registered.
Payroll Run
Prepayments
Payroll Archive
This report contains the following sections:
New Hires Information
Terminations Information
Monthly Contribution Information
from live data.

FAQ
Answer
Payroll Manager
When sending the list of joiners and leavers to GOSI office every month.

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IPE Annual Salary Report: Explained

The employers in Saudi Arabia must submit the IPE Annual Salary Report once a year. The report lists the employees as of
January of that year and includes GOSI Reference Earnings for the current year and 8 earlier years for those employees listed
in the report and is applicable for employees of GCC citizenship, as per the Social Insurance Calculation Card.
Payroll Run
Prepayments
Payroll Archive
from live data.

FAQ
Answer
Process or Report > search for and select Run Saudi IPE Report.
Payroll Manager
When sending the list of employees as of January each year.

IPE Consolidated New Hire and Termination Report for Saudi:

Explained
Payroll Run
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Chapter 11
Prepayments
Payroll Archive
from live data.

FAQ
Answer
Process or Report > search for and select Run Saudi IPE Consolidated Report.
Payroll Manager

Wage Protection System Report for Saudi: Explained

The Wage Protection System Report tracks the wage amounts that need to be paid to the employees who have EFT
Payment method attached to them for the given period. This file is processed by banks for crediting wages to Employees.
Payroll Run
Prepayments
Payroll Archive
This comma separated value report contains the following sections:
Employer Bank Information
Each Employees Bank and Earnings Information
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You can reproduce the report with the data as at the time of the initial run as the data required is included in the payroll
archive.

FAQ
Answer
Process or Report > search for and select Run Saudi WPS Report.
Payroll Manager
When sending the monthly wage amounts to banks.

from live data.
UAE Reports
Disabled Workers Report for UAE: Explained
Employers in GCC countries need to provide the Disabled Workers report monthly. You can generate the report from the
work areas in Human Resources by running or scheduling the process. You can also generate the report from the BI Catalog
in HCM, Workforce Management, Person Management, and the country of your requirement for example, Kuwait.
Only employees and contingent workers who have a registered disability as at the effective date will be shown on the report.

FAQ
Answer
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Chapter 11

FAQ

Answer
HR Manager
HR Specialist
When sending disabled workers data to UAE Ministry of Health.

Form 1 New Hires Report: Explained

On hiring an employee, every employer must submit the on-demand statutory report, Form 1 New Hires report to General
Pension and Social Security Authority (GPSSA). The report is applicable for employees of UAE citizenship, as per the Social
Insurance Calculation Card.
Payroll Run
Prepayments
Payroll Archive
The report consists of the following sections:
Employee Qualification Information
Employee Disability Information
Employee Compensation Information
You can only generate the report for the PSU whose Social Insurance Fund Type is GPSSA. You can reprint the statutory
reports with the data as at the time of the initial run. To facilitate reprinting the reports, the data required for statutory reports
is included in the payroll archive, except for the contact details of the employer, which are taken from live data.

FAQ
Answer
Process or Report > search for and select Run Form 1.
Payroll Manager
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FAQ

Answer
When sending the new hire details at the end of every month to GPSSA.

Form 2 Terminated Employees Report: Explained

On terminating an employee, every employer must submit a report, Form 2 Terminated Employees Report at the end of the
month to GPSSA. The report is applicable for employees of UAE citizenship, as per the Social Insurance Calculation Card.
Payroll Run
Prepayments
Payroll Archive
This report consists of the following sections:
Employee Basic Information
Employee Salary and End-of-Service Deduction Details

FAQ
Answer
Process or Report> search for and select Run Form 2.
Payroll Manager
When sending the terminated employees list at the end of the month to GPSSA.

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FAQ
Answer
Form 6 Insured Details Report: Explained

Employers in UAE must submit insured details in the statutory report, Form 6 at the end of the month to GPSSA. The report
consists of information about the insured employees, employed in the private sector, who have UAE citizenship, as per the
Social Insurance Calculation Card.
Payroll Run
Prepayments
Payroll Archive

FAQ
Answer
Payroll Manager
When sending the insured employees in the private sector at the end of the month to GPSSA.

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Form 7 Monthly Movements Report: Explained

Employers in UAE must submit the statutory report, Form 7, Monthly Movements Report to GPSSA at the end of each
month. It contains details of newly hired employees, salary changes of existing employees, and terminated employees. The
report is applicable for employees of UAE citizenship, as per the Social Insurance Calculation Card.
Payroll Run
Prepayments
Payroll Archive
Summary of contributions for the current month
Salary information of new employees
Terminated employees
Other changes such as employees with salary changes
Note: On each page of the report 5 hired employees, 4 salary changes, and 4 terminated employees are
displayed. Blank rows are displayed if no data exists for the section.

FAQ
Answer
Payroll Manager
When sending the monthly movement details at the end of every month to GPSSA.

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IPE Consolidated New Hire and Termination Report for UAE:

Explained
Payroll Run
Prepayments
Payroll Archive
from live data.

FAQ
Answer
Process or Report > search for and select Run UAE IPE Consolidated Report.
Payroll Manager

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Monthly Contributions in Government Sector Report: Explained

Employers in UAE must submit the Monthly Contributions Government Sector report to GPSSA at the end of each month.
The report holds the data of monthly contributions paid to the General Pension and Social Security Authority by the
government sector employers for their employees who have UAE citizenship, as per the Social Insurance Calculation Card.
Payroll Run
Prepayments
Payroll Archive
Employee Identification Information
Employee and Employer Contributions

FAQ
Answer
Process or Report> search for and select Run Monthly Contributions Government Sector Report.
Payroll Manager
When sending the monthly contributions of the Government sector employees in end of the month
to GPSSA.

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Monthly Contributions in Private Sector Report: Explained

Employers in UAE must submit the Monthly Contributions Private Sector report to GPSSA at the end of each month. The
report holds the data of monthly contributions paid to the General Pension and Social Security Authority by the private sector
employers for their employees who have UAE citizenship, as per the Social Insurance Calculation Card.
Payroll Run
Prepayments
Payroll Archive
Employee Identification Information
Employee and Employer Contributions

FAQ
Answer
Process or Report> search for and select Run Monthly Contributions Private Sector Report.
Payroll Manager
When sending the monthly contributions of the private sector employees in end of the month to
GPSSA.

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WPS Salary Information File Report: Explained

Salary Information File is a statutory report that an employer must submit to a Wage Protection agent at the end of each
month. The report tracks the wage details paid to individual employees.
Payroll Run
Prepayments
Payroll Archive
This report contains the following information:
Employee Detail Record (EDR)
Salary Control Record (SCR)
You can reproduce the report with the data as at the time of the initial run. To facilitate reproducing the report, the data
required is included in the payroll archive.

FAQ
Answer
Process or Report > search for and select Run Salary Information File.
Payroll Manager
When sending the salary information file to the Wage Protection agent every month.

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Chapter 12
12

Germany
Disability Report for Germany: Explained
The German Disability Report allows employers to report the number of disabled employees and additional information about
them to the Employment Agency. This report generates three CSV files (a, c, and d), and an audit file. For more information
on the files a, c, and d, visit the REHADAT-Elan website.

FAQ
Answer
In the Checklists work area, select Submit a Process or Report. Specify a German legislative data
group (LDG). Select REHADAT Disability Report.
HR Managers and HCM Specialists
Run this report annually or as required for statutory purposes.

Related Topics
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Chapter 12
Worker Data Validation Report for Germany: Explained

The Worker Data Validation Report is generated to get a list of employees with missing or noncompliant statutory HR data.
The report is delivered in PDF format and lists the persons with the missing attributes as of the effective date. Use the report
results to make the HR data statutory compliant and complete by adding the missing information for the listed persons.

FAQ
Answer
In the Checklists work area, select Submit a Payroll Flow. Specify a German legislative data group
(LDG). Select Run Worker Data Validation Report.
HR Managers and HCM Specialists
Run this report before running periodic processes (for example, payroll run) or reports.

Use the Effective As-of Date field to specify the reporting date.
Related Topics
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13

the United States
EEO-1 Establishment Electronic Report: Explained
The Employer Information Report EEO-1 (EEO-1 Report) is a federally-mandated annual compliance report for employers with
more than 100 employees providing employment data categorized by race, gender, and predefined job categories.
This process produces an output file suitable for electronic submission to the EEO-1 Joint Reporting Committee.

Question
Answer
In the Data Exchange work area, select Submit a Batch. Specify a US legislative data group, and
select Run EEO-1 Establishment Electronic Report.
Human Resource Analyst
Human Resource Manager
Human Resource Specialist
Human Resources VP
You must file EEO-1 Report with the EEO-1 Joint Reporting Committee not later than September
30. It must use employment numbers from any pay period in July through September of the
reporting year.

Related Topics
Employee Active Payroll Balance Report: Explained

The Employee Active Payroll Balance report displays the current values for any given list of employee balances. You compare
this data against the archived data to assist in reconciling your periodic payrolls and quarterly and year-end balances. This
report can also assist in determining if you have any tax balances over the statutory limits such as Social Security and
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Deferred Compensation. You can also determine if any of the tax liability balances are improperly calculated such as Social
Security, Medicare or FUTA. Refer to the Oracle Fusion Human Capital Management for the US Payroll Reconciliation white
paper for complete instructions.
This report produces a text output file viewable in a spreadsheet or word processing program.

Question
Answer
In the Checklists work area, select Submit a Process or Report. Specify a US legislative data
group, and select Run Employee Active Payroll Balance Report.
Payroll Manager
Run this report prior to generating your Employee W-2s and running the Third-Party Tax Filing
Interface to assist with reconciliation and balancing of your data.

Use the Employee Name field to run this report against a specific employee.
Use the Payroll Relationship Group field to run this report for group of employees.
Use the Tax Reporting Unit field to run this report for all employees in the tax reporting unit.
Use the year-to-date, quarter, or run balance fields to report different balance values.
Use the Payroll field to return results for a specific payroll run.
Use the Consolidation Group field to run the report against the members of a consolidation group.

Related Topics
Multiple Worksite Report: Explained

The Multiple Worksite Report (MWR) collects information on a business establishment's employment and wages, distributed
by industry, location, and state. This report is filed with the Bureau of Labor Statistics (BLS) Electronic Data Interchange (EDI)
Collection Center. The report data is used to ensure an equitable distribution of federal funds through grant programs that use
county economic indicators as a basis for allocations.
This process produces an output file suitable for electronic submission to the EDI Collection Center.

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Question
Answer
In the Regulatory and Tax Reporting work area, select Submit a Process or Report. Specify a US
legislative data group, and select Run Multiple Worksite Report.
Payroll Manager
Eligible employers must submit this report on a quarterly basis. Transmit the output file to the EDI
Collection Center on or before the last day of the month following the end of the quarter.

Use the Tax Reporting Unit field to run this report for all worksites in a specific tax reporting unit.

Related Topics
New Hire State Electronic Report: Explained

The New Hire State Report produces information on all of an employer's newly hired and rehired employees for submission
to the appropriate state employment authorities. These agencies use these reports to match against new or existing child
support records to locate parents and establish and enforce child and spousal support orders.
This process produces an output file suitable for electronic submission to the state employment authority.

Question
Answer
select Run New Hire State Electronic Report.
Human Resources VP
Eligible employers must report their new hires within a state-mandated number of days after
the date of hire. Most states require the report be submitted within 20 calendar days from
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Question

Answer
an employee's first day of work. Consult with the appropriate state agency for the reporting
requirements.

Use the Legal Employer field to run this report for all employees within a specific legal employer.

Related Topics
US Online Payslip: Explained

This process produces a printable record of:
An employee's payment for a given pay period
Any payment not associated with a specific pay period, such as a bonus or commission payment
It includes details of the payment, such as employee and employer information, pay period, earnings, deductions and
accruals, and net pay distribution details.
The output of this process is stored in the Documents of Record.

Question
Answer
In the Payment Distribution work area, select Submit a Process or Report. Specify a US legislative
data group, and select Generate Payslips.
Payroll Manager
Generate this report whenever you require printable copies of your employee payslips.


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Question
Answer
Related Topics
VETS-100A Establishment Electronic Report: Explained

Federal contractors and subcontractors with contracts in the amount of 100,000 USD or more must submit the VETS-100A
report to the Department of Labor's Veterans' Employment and Training Service (VETS).
As of 2015, this report has been replaced by the VETS-4212 report.

Question
Answer
select Run VETS-100A Establishment Electronic Report.
Human Resources VP
This report has been discontinued as of 2015. Use the VETS-4212 report instead.

Use the Legal Employer field to run this report against all employees in a specific legal employer.

Related Topics
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Federal contractors and subcontractors with contracts in the amount of 25,000 USD or more must submit the VETS-100
This report has been discontinued as of 2015.

Question
Answer
select Run VETS-100 Establishment Electronic Report.
Human Resources VP
This report has been discontinued as of 2015.

Use the Legal Employer field to run this report against all employees in a specific legal employer.

Related Topics

Federal contractors and subcontractors with contracts in the amount of 100,000 USD or more must submit the VETS-4212
This process produces an output file suitable for submission.
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Question
Answer
select Run VETS-4212 Establishment Electronic Report.
Human Resources VP
Eligible employers must file this report between August 1 and September 30 of each year.

Related Topics
W-2 Register: Explained

The W-2 Register provides you with the ability to preview data reported on the W-2s before you print them. It displays
the amounts reported in each box of the W-2. Use this report for preprint verification, balance verification, and exception
verification. The report also identifies employees with zero or negative totals in specific boxes on the W-2.
Based on the settings you specify at runtime, this process produces a RTF output file that reports one of the following:
Employee W-2 details
W-2 total amounts
W-2 exceptions

Question
Answer
legislative data group, and select Run W-2 Register.
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Question
Answer
Payroll Manager
Run this report before you attempt to generate Forms W-2 for submission to the IRS and
employees.

Use the Payroll Statutory Unit field to run this report against a specific payroll statutory unit.
Use the Payroll Relationship Group field to run this report against a group of employees.
Use the State field to run this report against the employees working in a specific state.

Related Topics
W-2c Employee Report: Explained

In cases where year-end tax data has been changed or corrected after an EFW2 file has been sent to the Social Security
Administration (SSA), use this process to create an Employee W-2c from the data archived by the W-2c Archive process. You
can also use this process to create an Employee W-2c for a previous Employee W-2c.
This process produces the following output files:
Individual employee forms, stored as PDF files in the Documents of Records and viewable through the employees'
Portrait Gallery
Single master PDF file that contains all Form W-2cs marked for print delivery, suitable for printing and delivery to
employees

Question
Answer
legislative data group, and select Run W-2c Employee Report.
Payroll Manager
Run this process whenever you need to report changes to an employee's Form W-2 or Form W-2c..
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Question
Answer

Use the Payroll Relationship Group field to run this process for a group of employees.

Related Topics
W-2 Employee Report: Explained

This process creates the Form W-2 Employee Report from the data archived by the Archive End-of-Year Payroll Results
process.
This process produces the following output files:
Individual employee forms, stored as PDF files in the Documents of Records and viewable through the employees'
Portrait Gallery
Single master PDF file that contains all Form W-2s marked for print delivery, suitable for printing and delivery to
employees

Question
Answer
legislative data group, and select Run W-2 Employee Report.
Payroll Manager
An employer must issue Form W-2 to employees on or before January 31.

Use the Payroll Relationship Group field to run this process for a group of employees.

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Human Resources and Payroll Reports for the United

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14

the United Kingdom
The Disability Employment Report or the DOETH is a mandatory declaration of disabled workers in the establishment. This
process provides four reports that enable you can use for the DOETH and submit to the DDTEFP:
Disabled employees with relevant information
Disabled trainees
Employees with ECAP
Total headcount

FAQ
Answer
group (LDG). Select French Disability Employment Report.
Run this report annually

Related Topics
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Employer Payment Summary Report: Explained

The Employer Payment Summary process enables you to send information the HM Revenue & Customs (HMRC) about
any adjustments that must be made against the employer's Tax and NI liabilities due to the statutory payments made to the
employees.
The output of this process is a GFF file for EDI transmission in a format that is predefined by the HMRC.

FAQ
Answer
In the Checklists work area or Regulatory and Tax reporting work area, select Submit a Payroll Flow.
Specify a UK legislative data group (LDG). Select Employer Payment Summary for Tax year Ending
2016.
Payroll Administrators and Payroll Managers
Run this report for every period or at the end of the tax year.

Use the Payroll Statutory Unit field to specify the PSU for which to run the process. Use the Tax
Reporting Unit field to specify the TRU within the selected PSU, for which to run the process.
Use the EPS Date field to select the statutory month end dates in the tax year.
Use the Submission Type field to indicate whether to run the process in Test mode or Live mode.
Use the Final Submission field to indicate whether this FPS is the final submission for the year or for
a ceased PAYE scheme.
Use the Date Scheme Ceased field to specify the date the scheme ceased, if this is the final
submission for a ceased scheme.
Use the Process Configuration Group field to determine the rules for processing, such as logging
and number of threads.
Schedule an agent to run this report
What tool can I use to run this report?
Related Topics
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End of Year P60 Report: Explained

The End of Year P60 process generates the P60 statement that every employer must provide to their employees. Using this
process, you can produce paper P60 statements on the following three templates:
HMRC Single Sheet Portrait
P60 Plain Paper Substitute
P60 Plain Paper Substitute
You can also generate the eP60, which is the electronic version of the P60 Plain Paper Substitute. To do this, you can edit
the delivery preference for the P60 document type. Use the Manage Document Type task from the Setup and Maintenance
work area to set up your delivery preferences.

FAQ
Answer
Specify a UK legislative data group (LDG). Select Run End of Year P60 Report.
Payroll Managers and Payroll Administrators
When do I used this report?
Run this report at the end of the year.

Use the Date in Tax Year field to specify any date in the tax year.
Use the Payroll Statutory Unit field to specify the PSU for which to run the process.
Use the Tax Reporting Unit field to specify the TRU within the selected PSU, for which to run the
process.
Use the P60 Template field to specify the template. For printed P60's, you can specify the stationary
to be used. If no template is selected, then the P60 Plain Paper Substitute is used by default.
Use the Sort Sequence to select mailing address as the default sorting while printing the statements.
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Related Topics
Full Payment Submission Process: Explained

The Full Payment Submission process produces a Full Payment Summary (FPS) file for submission to HM Revenue and
Customs (HMRC). The FPS advises HMRC how much you've paid employees and what deductions, if any, you've made
for PAYE tax, National Insurance contributions (NICs), and student loans. This process also updates employee records to
indicate that payment data was sent, and produces a Reconciliation Report.

FAQ
Answer
In the Checklists work area or Regulatory and Tax reporting work area, select Submit Process or
Report. Specify a UK legislative data group (LDG). Select Run Full Payment Submission for Tax Year
Ending April 2016.
When do I run this report?
Run this for a specific prepayment process. HMRC requires that employers send an FPS each
time they pay an employee, whether the payment is part of your normal pay cycle or an additional
payment made between paydays.
What prompts can I use to run this

report?
process.
Use the Payroll field to indicate the payroll for which to run the process.
Use the Prepayment field to specify the prepayment to report.
Use the Report HMRC Payroll ID Migration Change field to notify HMRC, in the FPS, that you have
migrated employee records from the old works number to the HMRC Payroll ID used in the Real
Time Information (RTI) program.
Use the Final Submission field to indicate whether this FPS is the final submission for the year or for
a ceased PAYE scheme.
Use the Date Scheme Ceased field to specify the date the scheme ceased, if this is the final
submission for a ceased scheme.
Use the Free of Tax Payments Made to Employee field to indicate whether you made free of tax
(FOT) payments to any employees. Required if the FPS is a final submission for the year or for a
ceased scheme.
Use the Employee Pay to Third Party to indicate whether you paid a portion of any employee's pay
to someone other than the employee, such as to a school. Required if the FPS is a final submission
for the year or for a ceased scheme.
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FAQ

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Answer
Use the Expenses and Benefits from Others field to indicate whether anyone else paid expenses
or in any way provided vouchers or benefits to any of your employees, while you employed them.
Required if the FPS is a final submission for the year or for a ceased scheme.
Use the Anyone Employed Outside UK for 30 Days field to indicate whether anyone employed by
a person or company outside of the UK worked for you, in the UK, for 30 or more days in a row.
Required if the FPS is a final submission for the year or for a ceased scheme.
Use the P11D/P11D(b) Due field to indicate whether completed forms P11D and P11D(b) are due
for the year. Required if the FPS is a final submission for the year or for a ceased scheme.
Related Topics
NINO Verification Request Process: Explained

The NINO Verification Request process validates or obtains a National Insurance Number (NINO) for a single employee or for
all employees who belong to a specific payroll statutory unit (PSU) or tax reporting unit (TRU).
The NINO Verification Request process archives the details of employees with unverified NI numbers and then generates the
following:
NVREQ electronic data interchange (EDI) file for delivery to HM Revenue and Customs (HMRC)
Audit Report identifying all employees included in the NVREQ file.
Errors or Warnings Report detailing any errors that occurred during the process.

FAQ
Answer
In the Regulatory and Tax reporting work area or Checklist work area, select Submit a Process or
Report. Specify a UK legislative data group (LDG). Select NINO Verification Request Process
Payroll Managers and Administrators
When do I used this report?
Run this process as many times as required.
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FAQ
Answer

Use the Payroll Statutory Unit field to specify the PSU of the employees to be included in the
process.
Use the Tax Reporting Unit field to specify the TRU of the employees to be included in the process.
If running for a specific employee, use the Employee Display Name field to indicate the employee
whose NI number you want to verify.
Related Topics
NINO Verification Reply Process: Explained

The NINO Verification Reply Process retrieves validated national insurance numbers (NINOs) received from HM Revenue and
Customs (HMRC) and updates employee records accordingly. The process also produces an audit report indicating which
records it updated.

FAQ
Answer
Specify a UK legislative data group (LDG). Select NINO Verification Reply Process.
Payroll Managers and Payroll Administrators
Run this process whenever you receive a NINO Verification Reply (NVREP) from HMRC, which may
be:
In response to a NINO Verification Request (NVREQ)

Resulting from the Employer Alignment Submission (EAS)
Because one or more employee records were incorrect or missing in a Full Payment
Summary (FPS)
Use the Batch Name field to identify the batch file being created by this process.
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FAQ

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Answer
Use the File Name field to specify the NVREP file containing the verified NI numbers. This field
displays a list of all files previously attached to a division.
How do I share this report
Related Topics
Payroll Validation Report: Explained

The Payroll Data Validation Report lists all errors and warnings generated for each person included in a specified payroll run.
To ensure a successful payroll run, correct all errors listed in the report.

The Payroll Data Validation Report lists all errors and warnings generated for each person included in a specified payroll run.
To ensure a successful payroll run, correct all errors listed in the report.
FAQ
Answer
In the Checklists or the Regulatory and Tax reporting work area, select Submit a Process or Report.
Specify a UK legislative data group (LDG). Select Payroll Validation Report.
Run this report prior to calculating payroll. The standard payroll cycle flow includes this report. You
can also run it as a standalone process in the Payroll Calculation work area.

Specify the payroll name and the effective date of the payroll run to be validated.
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Related Topics
Pensions Automatic Enrolment Process: Explained

The Pensions Automatic Enrolment process enables you to perform pension earnings assessment for all employees for a
payroll period. The process contains the following tasks:
Payroll Assessment Run
Pension Assessor Updates
Run Pensions Automatic Enrolment Report
Payroll Assessment Rollback
When you run this process, it updates the pension assessor component and enrollment changes to the Qualifying Pension
Scheme (QPS). It also generates audit report and employee letters based on the changes that have occurred and roll back
the payroll run from the first task to complete the assessment.

FAQ
Answer
In the Checklists or the Regulatory and Tax reporting work area, select Submit a Process or Report.
Specify a UK legislative data group (LDG). Select the Pensions Automatic Enrolment Assessment
Process.
Payroll Administrators, Payroll Managers
Run this process prior to the main payroll cycle.

Use the Payroll field to select a payroll for the LDG.
Use the Payroll Statutory Unit field to select a payroll statutory unit (PSU).
Use the Payroll Period field to select a payroll period.
Use the Effective Date field for the date on which the process must be run.
Use the Date Earned field to specify the date for the earnings.
Use the Consolidation Group field to run the report against the members of a consolidation group.
Use the Run Type field to specify whether it is a regular or specific.
Use the Payroll Relationship Group field to run this report for group of employees.
Use the Element Group field to select the relevant element group.
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FAQ

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Answer
Use the Correspondence Date to specify date on which the letters must be stamped and generated.
Related Topics
P45 Process: Explained

The P45 Process generates the P45 (Details of Employee Leaving Work) paper forms for distribution to terminated
employees. This process archives employee data, validates the data to ensure that it conforms to HM Revenue and Customs
(HMRC) standards, generates the paper forms, and produces an audit report of the process results.
The audit report lists each employee for which the process generated a P45, and provides the employee name, works
number, NI number, and termination date.

FAQ
Answer
In the Checklists work area or Regulatory and Tax Reporting work area, select Submit a Process or
Report. Specify a UK legislative data group (LDG) and select P45 Process.
Run this process for an employee or set of employees who are terminated.
What prompts can I use to narrow down

the results of this report?
Use the Start Date field to specify the earliest date for which an eligible payroll action must have
occurred to be included in the P45 process.
Use the Effective Date field to specify the last date for which an eligible payroll action must have
occurred to be included in the P45 process.
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FAQ

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Answer
Related Topics
P6 P6B P9 EDI Update Process: Explained

HM Revenue and Customs (HMRC) may send EDI files any time during the tax year, which must be processed to update
individual employee's tax card values. The P6P6BP9 EDI Update Process reads the file and updates individual employee
records according to the data captured in the file. This process also generates an audit report with details of the records that
are updated.
You must first upload the incoming EDI file against a Division, and then to submit a flow to process that file.

FAQ
Answer
How do I find this reports?
In the Checklists work area, select Submit a Process or Report.
Specify a UK legislative data group (LDG).
Select P6 P6B P9 EDI Upload Process
Run this process as required by the HMRC.
What prompts an I use to narrow the

results of this report
Use the File Name field to select the incoming HMRC file.
Add to briefing.
Schedule an agent to run this report.
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Related Topics
Start of Year Process: Explained

The Start of Year process resets the tax basis to cumulative and clears any non-zero values for previously captured P45
amounts. The process generates a Start of Year Audit Report that displays the records that are updated.

FAQ
Answer
In the Checklists work area, select Submit a Process or Report. Specify a UK legislative data group
(LDG). Select the task Start of Year.
Run this process at the start of each tax year.

Use the Year field to specify the tax year for which to run this process.
Use the Payroll Statutory Unit to run this report for a payroll statutory unit.
Use the Tax Reporting Unit field to run this report for a legal reporting unit.
Related Topics
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Tax Code Uplift Process: Explained

The Tax Code Uplift process uplifts all the employee tax code values during the tax year and generates a Tax Code Uplift
Audit Report. The audit report lists each employee whose tax code was uplifted and shows the original and updated tax code
values. It also lists errors encountered during the process that prevented one or more employee records from being updated.

FAQ
Answer
How do I find this reports?
In the Checklists work area, select Submit a Process or Report. Specify a UK legislative data group
(LDG). Select the Tax Code Uplift Process.
Run this process at beginning of a tax year. You can also run this any time during the tax year when
you want to uplift the tax code values.

results of the report?
Use the Year field to Effective Date field to specify the date on which the tax code uplift will be
effective. If this date is 6 April, the process is considered a start-of-year uplift; otherwise, it's
considered a mid-year uplift.
Use the Payroll Statutory Unit to run this report for all employees in the payroll statutory unit.
Use the Tax Reporting Unit field to run this report for all employees in the tax reporting unit.
Use the Suffix field to specify the One-letter suffix for the tax codes you want to update.
Use the Uplift Value field to specify the Amount to be added to the original tax code value for all tax
codes ending in the specified suffix. This can be a negative number if the tax allowance is being
decreased.
Related Topics
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Year to Date Reconciliation Report: Explained

The Year to Date Reconciliation Report enables you to compare the year-to-date figures from the payroll application with the
Full Payment Submission Report, the Earlier Year Update Report, and the P60. You must have a successful payroll run in the
tax year on or before the effective date specified for this process.

FAQ
Answer
In the Checklists work area or Regulatory and Tax reporting work area, select Submit a Process or
Report. Specify a UK legislative data group (LDG). Select Run Year to Date Reconciliation Report.
Payroll Managers and Administrators
Run this report for every period or at the end of the year.
What prompts can I use to narrow down

the results of this report?
process.
Use the Payroll field to indicate the payroll for which to run the process.
Use the Effective Date to specify the date on which to run the process.
Use the Discrepancy Only field to restrict the report results.
Select Yes to restrict the results to only those employees whose year-to-date amounts from
the payroll do not match either the sum of figures from the latest FPS and EYU processes or
the year-to-date P60 figures, on or before the effective date.
Select No to report the year-to-date figures from all employees that have been processed
in the payroll run in the tax year and data from the latest FPS for the employee, all EYU
processes and any P60 generated on or before the effective date.
Schedule an agent to run this report
Related Topics
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15
Chapter 15

A briefing book is a collection of updatable or static analyses or dashboard pages (which can contain reports). The static
snapshots give you a picture of what's going on at the time that the analysis or dashboard page is added to the briefing
book.
You can download briefing books as PDF or MHTML for viewing or printing, and share them with others. The PDF file
includes a table of contents for the book. Like analytics and reports, briefing books are stored in the business intelligence (BI)
catalog.
Adding Content to New Briefing Books

1. Open the Reports and Analytics pane in any work area.
2. Click the Browse Catalog button.
3. Select your analysis, then click More and select Add to Briefing Book.
Or, find your dashboard and click Open.
a. Go to the page you want to add.
b. Click the Page Options button and select Add to Briefing Book.
4. Indicate if you want the analysis or dashboard results to change (Updatable) or not (Snapshot) whenever the
briefing book is downloaded or rerun.
5. Click Browse.
6. Name your briefing book and save it in My Folders.
Adding Content to Existing Briefing Books

To add content to existing briefing books:
2. Click Browse Catalog.
3. Select your analysis, then click More and select Add to Briefing Book.
Or, find your dashboard and click Open.
a. Go to the page you want to add.
b. Click the Page Options button and select Add to Briefing Book.
4. Indicate if you want the analysis or dashboard results to change (Updatable) or not (Snapshot) whenever the
briefing book is downloaded or rerun.
Downloading and Editing Briefing Books

To download or edit a briefing book:
2. Click Browse Catalog to locate your briefing book.
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Note: You can find briefing books only in the BI Catalog.

Related Topics
Adding the Salary Details Report to a Briefing Book:

Worked Example
This example demonstrates how to add an analysis to a briefing book. In this example, a compensation analyst wants to add
the Salary Details report to a briefing book so that he can share the report in PDF format with other compensation analysts in
his organization. Compensation analysts can use the PDF to analyze salary information, such as salary review dates, salary
ranges, and prior salary amounts.
The following table summarizes key decisions for this scenario.
Decisions to Consider
In This Example
Which analysis to add to the briefing book?
Salary Details
Updateable or snapshot?
Updateable. This option refreshes the data in the briefing book each
time you download the briefing book or it's scheduled for delivery.
Where to save the briefing book?
Shared Folders/ Custom
Adding the Analysis to a Briefing Book

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
In the Reports and Analytics pane, click Browse Catalog to open the Oracle Business Intelligence Catalog.
On the Catalog page, click Shared Folders.
Click Human Capital Management.
Click Compensation.
Click Transactional Analysis Samples.
On the right-hand side of the page, click More under the Salary Details report.
Select Add to Briefing Book.
In the Save Briefing Book Content dialog, use the default value of Updateable for the Content Type.
Click Browse.
In the Save As dialog, click Shared Folders and then Custom to save the briefing book to your folders.
Enter a name and a description for the briefing book, and click OK.
In the Save Briefing Book Content dialog, click OK.
In the Briefing Book dialog, click OK.
On the Catalog page, click My Folders and locate your briefing book on the right-hand side of the page.
Click PDF under your briefing book to view the analysis in PDF format.
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Related Topics
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168
16
Chapter 16
Scheduling Reports: Procedure

Reports can run based on a schedule that you define. You can set up other automated tasks, for example to deliver results to
specific recipients or send notifications.
You submit a report with the schedule and criteria for other automated tasks defined. Some reports are set up as scheduled
processes, in which case you submit the process as you would any scheduled process.
Submitting a Report or Scheduled Process

To schedule a report or scheduled process:
1. Open the Reports and Analytics pane in any work area where the report is available.
2. Click the name of your report.
3. Click Schedule if the option is there. The report is set up as a scheduled process.
a. Enter any parameters to avoid unnecessarily large results.
b. Click Advanced to enter a schedule, deliver results to a specific destination (including e-mail or printer), or
define criteria for sending notifications.
4. If you don't see Schedule, then click View.
a. Click the Actions button for the report and select Schedule.
b. Enter information similar to step 3.
Note: For reports set up as scheduled processes, you can also:
Schedule them from any work area where there's a link to the report.
Use the Navigator to open the Scheduled Processes work area, where you can submit all processes that you
have access to.
Related Topics
Scheduled Processes: Explained
Managing Scheduled Processes That You Submitted: Points to Consider

Analytics and briefing books can run based on a schedule that you define. You can set up other automated tasks, for
example to deliver results to specific recipients or send notifications.
You create what's called an agent to set this all up for an analysis, dashboard, or briefing book. The agent itself is saved as
an object in the business intelligence (BI) catalog.
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Creating an Agent
1.
2.
3.
4.
Open the Reports and Analytics pane in any work area.

Click the Browse Catalog button.
Click New and select Agent under Actionable Intelligence.
Ensure that you enter information on the Delivery Content tab to specify the analysis, dashboard, or briefing book to
run.
5. Save the agent in My Folders.
Note: To edit an agent, browse the BI Catalog to find the agent.
Related Topics
Creating an Agent to Deliver the Salary Details Report:

Worked Example
This example demonstrates how to create an agent to deliver a briefing book containing salary details to compensation
analysts. In this example, a compensation analyst added the Salary Details report to a briefing book, and now wants to create
an agent to deliver the briefing book once a month to all compensation analysts.
The following table summarizes key decisions for this scenario.
Decisions to Consider
In This Scenario
Frequency to deliver agent?
First Monday of every month.
Who should receive the content?
Deliver to all compensation analysts.
How to deliver the content?
Deliver by e-mail.
Creating an Agent
1.
2.
3.
4.
5.
6.
7.
From the Reports and Analytics pane, click Browse Catalog.

On the Catalog page, click New and then select Agent under Actionable Intelligence.
On the Overview page, click the Schedule tab.
Click in the Frequency field, and select Monthly.
Select first and Monday and then select all months so that the agent runs the first Monday of every month.
Click the Delivery Content tab.
Enter Monthly Salary Details Report in the Subject field.
170

8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
Chapter 16
In the Content field, select Briefing Book.

Click Browse.
In the Choose Delivery Content dialog, locate and select the briefing book that contains the Salary Details report.
Click OK.
Click the Recipients tab.
Add the names of the compensation analysts who you want to receive the analysis.
Click the Destinations tab.
Clear the Home Page and Dashboard option.
Under Devices, select Email.
In the upper-right corner of the page, click the Save this Agent icon.
In the Save Agent dialog, enter a name for the agent and save it either to My Folders or to the Custom folder in
Shared Folders.
Related Topics
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17
Chapter 17
Why do I see amounts of zero in analyses?

If you're not expecting to see zero amounts in an analysis, it's possible that exchange rates aren't properly set up.
For example, you choose EUR as your preferred currency in general preferences, and your corporate currency is USD.
Amounts in analyses are displayed in EUR after conversion from USD, based on the current exchange rate. But if the
exchange rate between EUR and USD isn't set up, or if the conversion fails for any reason, then the amounts show as zero. If
this happens, contact your help desk.
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Glossary
Glossary
analysis
A selection of data displayed in one or more views, such as a table or chart, to provide answers to business questions.
analytics
Business intelligence objects such as analyses and dashboards that provide meaningful data to help with decision making.
briefing book
A collection of static or updatable analyses or dashboard pages that you can download, print, and share with others.
business intelligence catalog
The repository where all business intelligence objects, including analytics, reports, briefing books, and agents, are stored. The
catalog contains separate folders for personal, shared, and custom objects.
dashboard
A collection of analyses and other content, presented on one or more pages to help users achieve specific business goals.
Each page is a separate tab within the dashboard.
legal employer
A legal entity that employs people.
legislative data group
A means of partitioning payroll and related data. At least one legislative data group is required for each country where the
enterprise operates. Each legislative data group is associated with one or more payroll statutory units.
panel tab
A tab on the right side of the page that slides out when you open it. Each panel tab has an icon as the tab label.
payroll statutory unit
A legal entity registered to report payroll tax and social insurance. A legal employer can also be a payroll statutory unit, but a
payroll statutory unit can represent multiple legal employers.
proposed finish date
Suggested date by a resource to complete work on a task.
regional area
The collapsible region in the work area that lets you control what's in the local area, for example by selecting a task or running
a search.
175
Glossary
report
An output of select data in a predefined format that's optimized for printing.
scheduled process
A program that you run to process data and, in some cases, generate output as a report.
tax reporting unit
A legal entity that groups workers for the purpose of tax and social insurance reporting.
work area
A set of pages containing the tasks, searches, and other content you need to accomplish a business goal.
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Human Capital Management Cloud

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Oracle Human Capital Management Cloud Using Analytics and Reports

Oracle Human Capital Management Cloud

Using Analytics and Reports

Related Documents and Training

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Compensation Analyses and Reports

Salary Components Report: Explained

Salary Basis Report: Explained

Stock Detail Report: Explained

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Salary Quartile : Explained

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Gross-to-Net Report: Explained

Element Results Register: Explained

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Manpower Movement Report: Explained

Unique Statement of Employment: Explained

Human Resources and Payroll Reports for GCC Countries

Saudi Arabia Reports

Disability Employment Report for France: Explained

Human Resources and Payroll Reports for France

Human Resources and Payroll Reports for Germany

Worker Data Validation Report for Germany: Explained

Oracle Human Capital Management Cloud

Using Analytics and Reports

Human Resources and Payroll Reports for the United States