NewSouth HR
Reporting
Running the Payroll Analysis Report
1
NOTE: It is possible to report the same payroll analysis
information through the
Payroll Analysis Report:
OR Payroll Analysis Query
The Payroll Analysis Query will allow the flexibility to run to
Microsoft Excel
2
Select New South HR by a left mouse click once
on
NewSouth HR icon
3
Select
Inquiries and Reporting
4
Select
Reporting
5
Select
Financial Information
6
Select
Payroll Analysis Report
7
Name the Run Control e.g. payroll_analysis
A Run Control ID is an identifier or title given to a specific report to allow use of the same
parameters in the future. Alternatively, you may choose to use the same Run Control ID for
every report (e.g. your initials) and redefine all parameters each time a report is run. Enter the
chosen Run Control ID and click
8
Define the
parameters to
include the required
payroll details.
Pay End Date:
Enter the date or
click
to access a
dropdown list of Pay
End Dates highlight
the appropriate date
and click
(Compulsory Field)
9
Note: The Business Unit must be
defined before the Department can
be defined.
Business Unit: Click
to
access a dropdown list of
appropriate Business Units
There are two Business Units:
UNSWA for Kensington, University
College & others
TERM6 used rarely for some grants
and CRCs soon to be phased out
Note: A business unit that
corresponds with the department
must be selected or a nil report will
result i.e. UNSWA must be selected
for a Kensington Department
(Compulsory Field)
10
Note: The Business Unit must be
defined before the Department can
be defined.
Department: Define the
department by entering the
Department ID or click
to
access a dropdown list of
Department IDs
If unsure of the Department ID,
search by entering part of the name
of the department in Description
field (Note: case sensitive) and
click
highlight the
appropriate department & click
(Compulsory Field)
11
Fund Code: Leave the
field blank to report on
all Fund Codes or click
to access a dropdown
list to select and report
on a specific fund code
12
Account Code: Leave the
field blank to report on all
Account Codes or click
to
access a dropdown list to
select and report on a
specific account code
13
Sub Classifications:
Leave the field blank to
report on all Sub
Classifications or click
to access a dropdown list
to select and report on a
specific Sub Classification
14
Project/Grant: Leave
the field blank to report
all Project and Grants
or click
to access a
dropdown list to select
and report on a specific
Project/Grant
15
Tick the Print Details check box to include totals by
earnings type e.g. Basic Salary, Recreation Leave etc or
leave unchecked to report totals for each employee.
16
Click to run the report. The first time a report is run you
are required to select a server.
17
Select server ‘PSUNX’ and
click
to run the report.
18
Take note of the Process Instance number.
19
Go > PeopleTools > Process Monitor to check the
status of the report.
20
Click the
icon to refresh the display on the Process Monitor.
When the report status reads Success proceed to view
21
the report on the NSS Reports Web page.
To view the report click on the Citrix session
and select
bar
22
Select
23
Enter your User name and Password and select
24
Select Payroll Analysis
Report from the list of
reports under Higher
Education, Adhoc
Reports matching the
date and process instance
number noted earlier.
Note: The report will not
appear on the list of
Distributed Reports on the
website if the parameters
by which the report is run
capture no data.
25
Scroll down the
panel and select
the report icon
26