Standard Reports Listing
Standard Reports Listing for Essential Performance
Pack
people@workTM Standard Reports
The standard reports available through people@work are listed in the following
table, organized by Report Category in alphabetical order.
Absences Category
Report
Absence Balance Report
Description
The Absence Balance report provides information for each absence plan in
which an active employee is enrolled. The detailed information includes
time accrued, time taken, and time remaining. This report also generates a
Supervisor Control Page for each location and supervisor. For an active
employee's record to be included in this report, the employee must have
current records with valid data on these pages: Absence Plan, Location
History, and Job History.
Absence Calendar Report
The Absence Calendar report lists employees and the absence plans
associated with them. The report notes all absences for employees within
the specified date range.
Absence Export Report
The Absences Export report lists all the information related to employee
absence episodes.
Applicant Category
Report
Applicant Inquiry Report
Description
The Applicant Inquiry report lists applicant information, such as name,
application date and status, requisition code, description and status, and
job code and title.
Applicant Referral Source
The Applicant Referral Source report lists information about how applicants
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are referred to your organization. Information in this report includes referral
source, application status, job code, job title, application date, and
applicant name. The data provided in this report is also available in the
Applicant Referral Source graph.
Applicant Referral Source
The Applicant Referral Source graph displays information about how
Graph
applicants are referred to your organization. Double-click an item on the
graph to view a report that lists referral source, application status, job code,
job title, application date, and applicant name. The data provided in this
graph is also available in the Applicant Referral Source report.
Job Posting Report
The Job Posting report lists data about all open requisitions. Information in
this report includes job code, job title, approval date, posting date, close
date, and requisition code and description. This report also includes the
certifications required and desired education, degree, and major for the job
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Standard Reports Listing
posting.
Benefits Category
Report
Dependents Listing Report
Description
The Dependents Listing report lists the all the dependents by employee.
This report lists the following fields: Employee ID, Payroll ID, Employee
Name, Employee Age, Employee Gender, Employee Birth date, Dependent
Full Name, Dependent Birth date, Dependent Gender, Relationship,
Smoker, and Tax Claimable.
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Standard Reports Listing
people@workTM Standard Reports
Code Tables Category
Report
Course Codes Report
Description
The Course Codes report lists data on courses, including information
about the company offering the course and the aim, target, content, and
fee of the course.
Company Property Category
Report
Employee Company Property
Description
The Employee Company Property Card Checklist report lists company
Card Checklist Report
property cards issued to employees. This report includes person name,
ID, job title, hire date, and department description. The report also
includes property card type description, property card type code, card
number, and issue and expiration dates. In addition, the report includes a
date returned column and initials column to be completed when the card
is returned.
Employee Company Property
The Employee Company Property Checklist report lists company property
Checklist Report
items issued to employees. This report includes person name, ID, job
title, hire date, and department description. The report also includes
property type description, property code, property description, serial
number, and issue and return due dates. In addition, the report includes a
date returned column and initials column to be completed when the
property is returned.
Property Issued Report
The Property Issued report lists company property issued. This report
includes property type, property code, property description, and serial
number. The report also includes employee name, department, and issue
and return due dates.
Property Not Issued Report
The Property Not Issued report lists company property that has not been
issued. This report includes property type, property code, property
description, and serial number. The report also includes acquired and
disposed dates, comments, and columns indicating if the property is
employee owned or co-possessed.
Employee Listings Category
Report
Birthdays Report
Description
The Birthdays report provides a list of employees, their birth dates,
business card titles, and departments. Active employees who do not have
birth dates entered in the system will not appear on this report.
Employees must have current job and location records to appear on this
report.
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Standard Reports Listing
Birthdays By Supervisor
The Birthdays by Supervisor report lists active employees, along with
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their current respective original hire dates, who are having a birthday
within the date range entered. Active employees who do not have birth
dates entered in the system will not appear on this report. Employees
must have current job and location records to appear on this report.
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Standard Reports Listing
people@workTM Standard Reports
Employee Listings Category Con’t
Report
Custom History Report
Description
The Custom History report shows all the information stored in the
Custom History page for employees. Information in the report includes
the Employee Name, Start Date, End Date, Text1, Text2, Text3, Date1,
Date2, Date3, Amount1, Amount2, CustomCode11, CustomCode12,
CustomCode13, CustomCode14, Comments1, and Comments2.
Custom History Export
The Custom History Export report shows all the information stored in the
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Custom History page for employees. Information in the report includes
the Employee Name, Start Date, End Date, Text1, Text2, Text3, Date1,
Date2, Date3, Amount1, Amount2, CustomCode11, CustomCode12,
CustomCode13, CustomCode14, Comments1, and Comments2. Note:
This report is designed as an extract report, with no formatting, and
where all the report data is listed in side-by-side columns. Once this
report is generated, you can then easily export it to Excel.
Directory By Department With
The Directory by Department with Name and Address report lists the
Name and Address Report
addresses and day, cell, pager, evening, and other telephone numbers of
all active employees.
Directory By Department
The Directory by Department report lists the active employees within
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each department, along with their telephone numbers.
Directory By Name with Name
and Address Report
Directory By Name Report
The Directory By Name with Name and Address report lists the
addresses and day, cell, pager, home, and other telephone numbers of
all active employees.
The Directory By Name report lists active employees and includes their
current department, phone, and extension.
Emergency Contacts Report
The Emergency Contacts report lists emergency contacts for active
employees, including the contact's telephone number, relationship, and
priority. The report also lists the employee's department.
Employee Basic Data Report
The Employee Basic Data report lists employee name, business card
title, hire and seniority date, and status information. The report also
includes division, department, and location.
Employee Confidential Data
The Employee Confidential Data report lists employee name, business
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card title, hire and seniority date, and status information. The report also
includes division, department, location, and current or last base pay.
Employee Count By Company
The Employee Count by Company report provides a count of employees
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and total FTE. The report detail displays employee name and current
business card title, location, supervisor, shift, and hours per week. Only
employees with an active employment status are included on the report.
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Standard Reports Listing
Employee Profile Report
The Employee Profile report lists employee name, personal, emergency
contact, status, location, performance, and benefit enrollment
information. The report also includes base pay, job history, qualifications,
and medical data.
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Standard Reports Listing
people@workTM Standard Reports
Employee Listings Category Con’t
Report
Employees By Job Report
Description
The Employees by Job report provides a roster of active employees and
the following information for each employee: current job title, grade,
name, department, original hire date, job start date, base pay, and how
frequently the employee is paid. Only employees with an active
employment status are included on the report.
Mailing Labels Report
The Mailing Labels report lists each active employee's full name
(including salutation, first, and last) and mailing address.
Mailing Labels Export Report
The Mailing Labels Export report lists each active employee's full name
(including salutation, first, and last) and mailing address. Note: This
report is designed as an extract report, with no formatting, and where all
the report data is listed in side-by-side columns. Once this report is
generated, you can then easily export it to Excel.
Seniority Report
The Seniority report lists all active employees by seniority date. The
report includes current business card title, pay grade, department,
location, and most recent hire date. Note: "Seniority Date" is based on
Adjusted Seniority Date, and if that date is blank, then Seniority Date is
used.
Job Category
Report
Base Pay and Job Report
Description
The Base Pay and Job report lists job information with associated pay
information.
Job History Report
The Job History report shows employee job history records.
Location History Report
The Location History report shows employee location history details.
Personnel Action Notice
The Personnel Action Notice report lists the following information for
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active employees: name, address, telephone, SIN, hire date, person ID,
employee ID, and current employment and salary data. Note: Persons
with more than one current Performance History record will have a
multiple page report.
Legislative Category
Report
Bill 90 Report
Description
The Bill 90 report shows all the information necessary for tracking
training taken by employees for government reporting in Quebec. The
report lists Employee Name, Course, Company Name, Course Date,
Training Hours, Total Hours, Base Pay Amount (hourly), Total Wages,
and Total Employee Wages.
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Standard Reports Listing
Employment Equity Data
The Employment Equity report provides data suitable for extraction to
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government employment equity tracking software. Data for each
employee, such as indicators of aboriginal, disability, and visible minority
status.
Employment Equity Person
The Employment Equity report provides person data suitable for
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extraction to government employment equity tracking software. Data for
each employee, such as gender, employee status, job assignment and
annual salary, is presented.
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Standard Reports Listing
people@workTM Standard Reports
Pay Category
Report
Base Pay and Job Report
Description
The Base Pay and Job report lists job information with associated pay
information.
Base Pay by Department by
The Base Pay by Department by Grade report shows a detailed listing of
Grade Report
active employees sorted by department code and then grade code.
Employees must have an employee record for each of the following
pages for the employee to appear on this report: Status, Job, Location,
and Base Pay History.
Base Pay History Report
The Base Pay History report lists employee rate history records. If the
Next Review Date on an employee's Base Pay History record is blank,
that record does not appear on this report.
Base Pay Outside Grade
The Base Pay Outside Grade Range report lists all active employees
Range Report
whose annual base pay rate is either above the annual maximum or
below the annual minimum pay range for their grades. Row-level security
is applied to this report, letting you see information only for those
employees to whom you have been assigned permission. Employees
must have an employee record for each of the following pages for the
employee to appear on this report: Status, Job, Location, and Base Pay
History.
Base Pay Review Dates
The Base Pay Review Dates report lists past due and upcoming pay
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review dates for all active employees as of the date you enter. The
information on the report includes business card title, department, and
supervisor. Note that if there is no Scheduled Base Pay Review Date
listed on a current Base Pay History record, that record will not appear on
this report.
Employee Calculations
The Employee Calculations report lists calculations, such as service
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years, annualized pay, and compa ratio, for employees as of an effective
date.
Other Pay History Report
The Other Pay History report lists information taken from the Other Pay
History page. The data in this report includes Employee Name, Start
Date, End Date, Pay Type, Amount, Frequency, Payroll Frequency,
Currency, Other Pay Reason, Planned Start Date, Planned End Date,
Planned Frequency, and Planned Currency
Other Pay History Export
The Other Pay History Export report lists information taken from the
Other Pay History page. The data in this report includes Employee Name,
Start Date, End Date, Pay Type, Amount, Frequency, Payroll Frequency,
Currency, Other Pay Reason, Planned Start Date, Planned End Date,
Planned Frequency, and Planned Currency.
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Standard Reports Listing
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people@workTM Standard Reports
Performance Category
Report
Discipline History
Description
The Discipline History report lists all the discipline history information
contained on the Discipline History data entry page.
Discipline History Export
The Discipline History Export report lists all the discipline history
information contained on the Discipline History data entry page.
Performance and Base Pay
The Performance and Base Pay Distribution report lists employee name,
Distribution Report
original hire date, business card title, grade, performance information and
base pay information that includes start date, annualized base pay,
amount change, and percentage of range and change.
Performance History Report
The Performance History report lists performance history records for
active employees.
Performance History Export
The Performance History Export report lists performance history records
for active employees.
Performance Review Dates
The Performance Review Dates report lists performance review dates up
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to and including the date you enter, as well as employee name, business
card title, department, and supervisor.
Qualifications Category
Report
Certifications Report
Description
The Certifications report lists person certification information, which
includes person name, certification title, who issued the certification,
achieved and expiration dates, and comments.
Competencies Report
The Competencies report lists person competency information, which
includes person name, proficiency, level, effective date, and assessed by
data.
Competency Match Report
The Competency Match report lists those applicants and employees with
competency codes that are associated with a particular job code. This
report displays person competency information, such as person name,
competency type, acquired date, and proficiency.
Education History Report
The Education History report lists person education history, which
includes person name, start and end dates, degree, school, graduation
date, and GPA, among other education-related information.
Employment History Report
The Employment History report lists person employment history, which
includes person name, start and end dates, company, job title,
professional level, functional area, and ending pay.
Qualifications Report
The Qualifications report lists person qualification data, which includes
certification, competency, education history, and employment history
information.
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Standard Reports Listing
people@workTM Standard Reports
Status Category
Report
Personnel Action Notice
Description
The Personnel Action Notice report lists the following information for
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active employees: name, address, telephone, SIN, hire date, person ID,
employee ID, and current employment and salary data. Note: Persons
with more than one current Performance History record will have a
multiple page report.
Service Awards Report
The Service Awards report lists active employees by landmark
anniversary dates that are recognized by your organization. An employee
must have a current record in each of the following pages for the
employee to appear on this graph: Person, Personal, Status, Job,
Location, and Pay. The data provided in this report is also available in
the Service Awards graph.
Service Awards Graph
The Service Awards graph lists active employees by landmark
anniversary dates that are recognized by your organization. An employee
must have a current record in each of the following pages for the
employee to appear on this graph: Person, Personal, Status, Job,
Location, and Pay. The data provided in this graph is also available in the
Service Awards report.
Status History Report
The Status History report lists employee status history, plus hire date,
and status start and end dates.
Termination Checklist Report
The Termination Checklist report provides termination information such
as notice date, effective date, and termination reason for the selected
date range. It also provides a table to record various human resources
and accounting data, as well as request and approval signature lines.
Terminations Report
The Terminations report provides termination information as well as the
employees' current supervisors, departments, service years, and rehire
eligibility.
Termination Export
The Terminations Export report provides termination information as well
as the employees' current supervisors, departments, service years, and
rehire eligibility.
Turnover Analysis by
The Turnover Analysis by Department report provides numeric data
Department Report
about new hires, transfers, and terminations; the number of active
employees at the beginning and end of the period; the number of
employees as a percentage of the total turnover rate; and the net number
of employees. Also, at the end of the report, a graphical view of the report
is provided.
System Category
Report
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Description
Standard Reports Listing
Action Management Audit
This report tracks all the changes that were made to Action Groups,
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Action List Management items and Action List Access setup.
Event Audit Report
This report tracks all the changes made to the Action List.
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Standard Reports Listing
people@workTM Standard Reports
Training Category
Report
Course Codes Report
Description
The Course Codes report lists data on courses, including information
about the company offering the course and the aim, target, content, and
fee of the course.
Course History Report
The Course History report lists information on persons who have taken
the courses tracked by your organization. The data in this report includes
acquired date, how acquired, cost, and cost allocation.
Training Expense History
The Training Expense History report lists training expense information for
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those persons within your organization. The data in this report includes
course, charge back information, cost and cost allocation, tuition
reimbursement amount and allocation, and acquired date.
Training History Report
The Training History report lists person training history and cost allocation
information. The data in this report includes course completed, acquired
date, tuition reimbursement amount and allocation, and charge back
information.
Training History Export
The Training History Export report lists all the information contained on
the training history data entry page. The data in this report includes
course completed, acquired date, tuition reimbursement amount and
allocation, and charge back information.
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Standard Reports Listing
pay@workTM Standard Reports
The standard reports available through pay@work are listed in the following
table.
Report
Description
Benefit Conflict Report
The Benefit Conflict Report details any Employee Option conflicts that
may have occurred during the nightly processing update. This reports
provides all the information you may need to resolve the conflicts that
may occur, such as Employee Name, Payroll ID, Benefit Option/Entry
Description, Processing Date and Option/Entry Conflict Description.
Bonus Payments by
This report displays all earnings and deduction values that have been
Company by Earnings and
entered in either the Form view, the Grid view, or the Multi view of the
Deductions
Bonus Payment page for employees within a specific company. If there is
an open pay period schedule for the company, the data in the report will
reflect that schedule. If there is no open pay period schedule, the report
will reflect the last completed schedule.
Note: If Labour Cost reporting is used for the employee's company, the
Cost Centre Override field will also be displayed.
Bonus Payment Summary
Report
The Bonus Payment Summary Report displays all:
ƒ
Earnings hours/units,
ƒ
Earnings dollar amounts, and
ƒ
Deduction dollar amounts
for each payment that has been entered using the Bonus Payment
Request pages for an employee. It also contains the earnings and
deduction schedules for the payments, as well as any overrides to the EI
Pay Period that have been advised.
Note: If Labour Cost reporting is used for the employee's company, the
Cost Centre Override field will also be displayed.
Current Adjustment
Summary Report
The Current Adjustment Summary Report displays all:
ƒ
Earnings hours/units,
ƒ
Earnings dollar amounts, and
ƒ
Deduction dollar amounts
that have been entered using the Current Pay Adjustment pages for an
employee.
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Standard Reports Listing
Current Hours/Units/Dollars
This report displays all earnings hours, units and dollar amounts that
by Company by Earnings
have been entered in either the Form view, the Grid view, or the Multi
Report
view of the Current Pay Hours/Units/Dollars page for employees within a
specific company. If there is an open pay period schedule for the
company, the data in the report will reflect that schedule. If there is no
open pay period schedule, the report will reflect the last completed
schedule.
If Labour Cost reporting is used for the employee's company, the Cost
Centre Override field will also be displayed.
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Standard Reports Listing
pay@workTM Standard Reports
Report
Description
Employee Changes By
The Employee Changes By Company Report displays all:
Company Report
ƒ
New hires,
ƒ
Changes to employees' permanent profile data, and
ƒ
Changes to employees' employee options
for a selected company, for the pay period ending date attached to the
current open pay period schedule.
Employee Profile
The Employee Profile displays basic employee information for a selected
employee, current to the date the profile is generated, under the following
headings:
ƒ
Personal Information
ƒ
Employment Information
ƒ
Payment Method
ƒ
Basic Tax Information
ƒ
Other Tax Reductions and Credits Information
ƒ
Commission Employee Tax Information
ƒ
Pension Information
Employee Profile by
The Employee Profile by Company (Excel Report) is an Microsoft Excel
Company (Excel Report)
report that contains the same basic employee information as the
Employee Profile report, but for all employees within a company. The
information is current to the date the profile is generated.
Manual Payment Update
Summary Report
The Manual Payment Update Summary Report displays all:
ƒ
Earnings hours/units,
ƒ
Earnings dollar amounts, and
ƒ
Deduction dollar amounts
for each payment that has been entered using the Manual Payment
Update pages for an employee. It also contains any overrides to the EI
Pay Period that have been advised, as well as the Remit Option that
have been selected for deductions.
Note: If Labour Cost reporting is used for the employee's company, the
Update Labour Cost and Cost Centre Override values will also be
displayed.
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Standard Reports Listing
Employees With Missing
The Employees With Missing Social Insurance Numbers By Company
Social Insurance Numbers By
Report displays the:
Company Report
ƒ
Name,
ƒ
Employee ID, and
ƒ
Status
for all employees in a selected company whose SIN is comprised of
either blanks or zeroes.
Note: Social Insurance Numbers are required for tax reporting and other
third-party remittances.
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Standard Reports Listing
pay@workTM Standard Reports
Report
Description
Options/Entries By Company
The Options/Entries By Company Report displays all:
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ƒ
Options,
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Option entries, and
ƒ
Entry default values
for a selected company.
Options/Entries By Employee
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The Options/Entries By Employee Report displays all:
ƒ
Employee options,
ƒ
Option entries, and
ƒ
Entry values
for a selected employee.
Person Summary
The Person Summary displays the following fields:
ƒ
Company ID
ƒ
Branch
ƒ
Department
ƒ
Employee ID
ƒ
Payroll Status
ƒ
Payroll Type
ƒ
Hire Date
ƒ
Province of Employment
ƒ
Rate
ƒ
Salary Per Pay
ƒ
SIN
ƒ
Standard Hours
ƒ
Payment Type
Note: If Labour Cost reporting is used for the employee's company, the
Home Cost Centre field will also be displayed. Because not all these
fields are mandatory, some may not have been completed for an
employee. These fields appear as blank in the Person Summary.
Previous Payment Reversal
Summary Report
The Previous Payment Reversal Summary Report displays all:
ƒ
Earnings hours/units,
ƒ
Earnings dollar amounts, and
ƒ
Deduction dollar amounts
for each payment that has been entered using the Previous Payment
Reversal pages for an employee. It also contains the Remit Option that
you have selected for deductions.
Note: If Labour Cost reporting is used for the employee's company, the
Update Labour Cost and Cost Centre Override values will also be
displayed.
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Standard Reports Listing
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Standard Reports Listing
pay@workTM Standard Reports
Report
Description
Separate Payments by
This report displays all earnings and deduction values that have been
Company by Earnings and
entered in either the Form view, the Grid view, or the Multi view of the
Deductions
Separate Payment Request page for employees within a specific
company. If there is an open pay period schedule for the company, the
data in the report will reflect that schedule. If there is no open pay period
schedule, the report will reflect the last completed schedule.
Note: If Labour Cost reporting is used for the employee's company, the
Cost Centre Override field will also be displayed.
Separate Payment Summary
Report
The Separate Payment Summary Report displays all:
ƒ
Earnings hours/units,
ƒ
Earnings dollar amounts, and
ƒ
Deduction dollar amounts
for each payment that has been entered using the Separate Payment
Request pages for an employee. It also contains the earnings and
deduction schedules for the payments, as well as any overrides to the EI
Pay Period or Rates that have been advised.
Note: If Labour Cost reporting is used for the employee's company, the
Cost Centre Override value will also be displayed.
Year-To-Date Adjustment
Summary Report
The Year-to-Date Adjustment Summary Report displays all:
ƒ
Earnings hours/units,
ƒ
Earnings dollar amounts, and
ƒ
Deduction dollar amounts
that have been entered using the Year-to-Date Adjustment pages for an
employee. It also contains the Remit Option that you have selected for
deductions.
Note: If a statutory or third-party deduction is updated using a "blank"
value, this value will be remitted.
Note: If Labour Cost reporting is used for the employee's company, the
Update Labour Cost and Cost Centre Override values will also be
displayed.
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Standard Reports Listing
Standard Payroll Output Reports
The standard payroll output reports available are listed in the following table.
Report
Company Labour Cost
Description
The Company Change report (also displays the Labour Cost Change
Change Report
information), is your audit trail of company level changes and any mass
changes processed for a group of employees.
Daily Update Report
The Daily Update report provides a breakdown of all charges incurred
through payroll including service charges, net pays, statutory and other
remittances processed. Statutory deductions include applicable employee
employer options. Also displayed are year-to-date totals of statutory
remittances totaled by CCRA BN/MRQ ID to assist in balancing your
Government statutory remittance accounts. A grand total page for the
entire company is included.
Deduction Not Taken Report
The Deduction Not Taken report is produced when a scheduled
deduction is rejected due to lack of sufficient net pay. This report can
then be used to enter a manual adjustment to "catch up" the employee on
a following payroll.
Employee Status Report
The Employee Status report gives you a snapshot of all information on
the employee record as held in the payroll mainframe. Use this report to
verify the information on a new employee or changes made to an
employee record. This report can also be used as a reference document
for individual employee personal information.
Payroll Entries Report
The Payroll Entries report lists all transactions in a user-friendly format
that would be processed for your company for the pay period. This easy
to read report will display status changes, new employees, current pay
and separate pay transactions. It also shows any errors that were
detected. A three star (***) error indicates that a transaction was rejected
or a payment was not processed. It is important to review this report for
any error messages.
Payroll Register
The Payroll Register is a financial record of the pay period. It displays
current and year-to-date earnings dollars and units/hours as well as
deductions for each employee plus any adjustments. It is your copy of the
employee's pay statement. The Payroll Register also displays summary
totals by branch and/or department, as well as for the entire company.
Standard sort is by Branch, Department and then by employee ID order.
There are 4 optional fields available for printing information not
automatically included on the report.
ROE Information Report
This report provides the information you need to complete a Record of
Employment when you terminate an employee. It displays each
employee's insurable earnings and insurable hours by pay period.
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Standard Reports Listing
Statement of Earnings and
The Statement of Earnings and Deductions displays extensive detail on
Deductions
the employee's record of payment for the pay period. This pay statement
is produced for both cheques and direct deposits to the employee's bank
account.
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Standard Reports Listing
Standard Payroll Output Reports
Report
Description
Totals Recap Report
The Totals Recap report summarizes your company's payroll activity to
help you balance your payroll. The report shows current totals for
salaries, rates, active employees and payments.
Totals Report
The Totals report includes all current payroll information needed to post
to your general ledger accounts. This report provides totals by branch,
department and company number for each earnings category for hours
and dollars. Totals are also provided for deductions and company
portions of statutory deductions. Current and year-to-date values are
displayed.
Transaction Proof Report
The Transaction Proof report lists all transactions processed for your
company for the pay period. It also shows any errors that were detected.
A three star (***) error indicates that a transaction was rejected or a
payment was not processed. This report is displayed in Branch,
Department, and Employee Number order.
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