Welcome to the SSDT shared reports library
The USPS public shared library contains various custom report definitions, CSV spreadsheets and custom forms (xdoc) that can be downloaded by clicking on the name (title). Most of the report definitions and forms contains an example (PDF) of what the report/forms looks like once generated.
- USPS template report definitions (rpd_json) files created and shared by other users which can be downloaded and used in your local application.
- New Hire Employee templates include formatted CSV spreadsheets that can be used to enter new hire information that can then be imported using Mass Load
- Custom direct deposit and salary notice forms. The forms are in Word format (xdoc). The forms can be uploaded into the Report Manager and used when generating direct deposit and/or salary notices.
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Per pay Reports
| Title (downloadable rpd-json file) | Example | Description |
|---|---|---|
| Current Pay Report .rpd-json | Click Here | Summary of Payroll information in Payroll Payments - Current. Sorted by Name. |
| Historical Pay Amount Report | Click Here | Report listing Last Name, First Name, Gross, Adjusted Gross, Pay Date, Units, Rate, Hours Worked, Applies for Retirement, Pay Type, Supplemental, Supplemental Taxing Option, Amount In STRS Advance Mode and Retroactive Lump Sum Used from Pay Date defined in query. |
| Deduction History Report (SSN) 403b(a).rpd-json | Click Here | Creates a CSV file containing information needed for common remitter. When running report, enter Payroll Item code(s) and date range for payroll dates to include in file. |
| Employer Distribution Pay Account Report | Click Here | Report of how the Employer Distribution checkbox was marked when the payroll(s) was processed. |
| Future Pay Report by Pay Group.rpd-json | Click Here | Payroll Future report. Sorted and totaled by pay group. Used to help balance exceptions in payroll. (We are aware there is a $ before the first unit number and are working on correcting this within the software) |
| Child Support .rpd-json | Click Here | Lists employees with amounts deducted for Child Support Pay Items. Shows amounts for each pay date included in date range entered with a subtotal per employee. (We are aware there are comma's in the case number and flip code and are working to correct this within the software) |
| Specific Payroll Item(s) by Pay Date.rpd-json | Click Here | Payroll Item Report specific codes specific pay date taxable gross added ran in summary only one line per employee. Used to send with pay item checks. The example is run is summary form. |
| Payee check numbers by payroll.rpd-json | Click Here | Lists payee check numbers with information about each check within a specified date range |
| Payroll Item Detail.rpd-json | Click Here | Sorts by employee number and lists deductions and deduction information. Can be filtered by a specific account code |
Monthly Reports
| Title (downloadable rpd-json file) | Example | Description |
|---|---|---|
| Rita Tax Report.rpd-json | Click Here | RITA Payables History report to complete Form 11, the example is the summary version of the full report. |
| CCA Tax Report.rpd-json | Click Here | Payroll Item History report, range of codes, range of dates. Totals by code/residence or employment tax, one line per employee. Used to complete the monthly CCA remittance form. The example is run in summary form. |
Quarterly Reports
| Title (downloadable rpd-json file) | Example | Description |
|---|---|---|
| ODJFS Not Reportable.rpd-json | Click Here | This report shows any employees with QTD wages greater than zero that are not marked to report to ODJFS. Can be used to find employees that should be reported that are not marked correctly. |
FYE-Based Reports
| Title (downloadable rdp-json file) | Example | Description |
|---|---|---|
| Check STRS Advance Report Updated | Click Here | This report is an updated version of the SSDT Check STRS Advance Report that totals by employee. |
| New Contract Compensation Worksheet.rpd-json | To see excel file format right click on Click Here and select Open Link in New Tab | The report pulls information into an Excel Worksheet from the Employee's current Compensation Contract record. Position Data is al so included. Headers that would be needed for the New Contract Import are written into the worksheet so districts can modify and use to import new contracts. *NOTE*- This file needs to be converted to csv format before importing to New Contracts. |
| New Contract Payroll Accounts & Original Pay Account.rpd-json | Click Here | Summary of records in New Contracts page that also shows their current Payroll Accounts since these do not show in New Contract. Districts requested a way to see accounts easily to help with updates. |
| Non-Contract Mass Load Extract Worksheet w/Pay Groups | To see excel file format right click on Click Here and select Open Link in New Tab | This will create a template excel file (with field name) for manipulation to non contract for new school year. *NOTE*- This file needs to be converted to csv format before importing using Mass Load/Compensations. |
| Leave Usage.rpd-json | Click Here | Employee Leave usage, date used, type of leave used, choice by certified and classified, each employee on separate page |
| STRS Advance Positions Balancing Report | Click Here | This report lists compensation data that can be used to balance the STRS Advanced Positions Report. |
CYE-Based Reports
| Title (downloadable rpd-json file) | Example | Description |
|---|---|---|
| Annuity 403(B) Report.rpd-json | Click Here | This report is the total of Payroll Item Configuration>Type equaling Annuity and Annuity Type equaling 403B. |
| Annuity 457 Report.rpd-json | Click Here | This is a report of all Payroll Item Configuration>Type equaling Annuity and Annuity Type equaling Type457. |
| Check STRS Advance Report Updated | Click Here | This report is an updated version of the SSDT Check STRS Advance Report that totals by employee. |
| CITY TAX REPORT.rpd-json | Click Here | City tax report that can be used for W2's, allows for multiple codes, each code on separate page with subtotal by code. Note: Must make December the 'Current' posting period before running to get accurate calendar year information. |
| Detailed Contract Compensation.rpd-json | Click Here | List employees with their position and detailed compensation information for Contract Compensations only. Includes YTD earnings. (The sample report has the Active parameter selected) |
| Dependent Care Report.rpd-json | Click Here | This report is the total of all Payroll Item Configuration>Type equaling Dependent Care and the Annuity Type equaling Section125NonWages. |
| Employer Health Coverage Report.rpd-json | Click Here | This report is a total of all Payroll Item Configurations with the Employer Health Coverage checkbox marked. The report will include totals for both employee and employer amounts as well as any applicable Adjustments. |
| HSA Totals Report.rpd-json | Click Here | This is a report of all Payroll Item Configuration>Type equaling Health Savings Account. The report will include totals for both employee and employer amounts as well as any applicable Adjustments. |
| OAPSE Report.rpd-json | Click Here | OAPSE union requests of specific employee information. In Excel format. Contains Employee name, Employee ID, address, primary email, YTD gross, address, and home phone. |
| Regular Designated Roth 403B Report.rpd-json | Click Here | This report is a total of all Payroll Item Configuration>Type equaling Regular and the Designated Roth equaling ContributionsTo403B. |
| Regular Designated Roth 457B Report.rpd-json | Click Here | This report is a total of all Payroll Item Configuration>Type equaling Regular and the Designated Roth equaling ContributionsTo457B. |
| Section 125 and HSA Report.rpd-json | Click Here | This is a report of all Payroll Item Configuration>Type equaling Annuity and Annuity Type equaling Section125NonWages plus any Payroll Item Configuration>Type equaling Health Savings Account year to date totals. This report should be run in the current calendar year posting period. Note: This report will include all Section 125 Payroll Item totals - including Dependent Care. In order to balance this report to the W2 Report add the Section 125 total to Dependent Care total. |
EMIS Related Reports
| Title (downloadable rdp-json file) | Example | Description |
|---|---|---|
| EMIS List.rpd-json | Click Here | Lists employees with their compensation and position flags. Also lists an employee's position information |
| EMIS Reportable Report | Click Here | Report that pulls EMIS data from Employee, Compensation and Position records in csv format. |
| EMIS Staff Report | Report that pulls EMIS data from Employee, Compensation and Position records excluding Archived records. | |
| FTE Report w/Hire Date (PDF) | Click Here | Report in PDF format listing Position code with FTE, Employee Name, Hire Date, Position Number, Authorized Experience, Total Experience, Job Status, EMIS FTE and Compensation is Currently Active. |
| FTE Report w/Hire Date (CSV) | Click Here | Report in CSV format listing Position code with FTE, Employee Name, Hire Date, Position Number, Authorized Experience, Total Experience, Job Status, EMIS FTE and Compensation is Currently Active. |
| New Employee EMIS Employee Report | Click Here | This report will assist in verifying that all required EMIS elements are populated on the Employee record. |
| New Employee EMIS Positions Report | Click Here | This report will assist in verifying that all required EMIS elements are populated on the Position record. |
| New Employee EMIS Contract Compensation Report | Click Here | This report will assist in verifying that all required EMIS elements are populated on the Contract Compensation record. |
| New Employee EMIS Non Contract Compensation Report | Click Here | This report will assist in verifying that all required EMIS elements are populated on the Non Contract Compensation record. |
Miscellaneous USPS-R Reports
| Title (downloadable rdp-json file) | Example | Description |
|---|---|---|
| Absence-Attendance Report by Employee Name.rpd-json | Click Here | Absence or Attendance Report similar to Classic ABS101. Sort and subtotal by full name then leave category. Also includes Leave Balances. |
| Certified Rehired Retirees.rpd-json | Click Here | Lists certified employees with their rehired retiree flags marked true. Report also includes date employee was rehired. |
| Classified Rehired Retirees.rpd-json | Click Here | Lists classified employees with their rehired retiree flags marked true. Report also includes date employee was rehired |
| Employee Info.rpd-json | Click Here | Lists all employees with their contact information and address. Also lists birth date and hire date |
| Pay Distribution Codes.rpd-json | Click Here | Lists employees sorted by employee number with their pay distribution information |
| Position Report.rpd-json | Click Here | Lists employees and their positions, position numbers, position codes, and pay groups |
| Historical Payroll Item Report.rpd-json | Click Here | HistoricalPayrollItem Report provides detail of payroll item by pay. You can choose individual or multiple payroll items as well as individual or multiple employees by employee number |
| Hours Worked Report | Click Here | Report using query-payroll start and stop date. Reports lists Full Name, Position Description, Total Position Hours Worked, Gross, Adjusted Gross, Start Date and Stop Date. |
| Payroll Item History Report.rpd-json | Click Here | Report of payroll items that also lists the Deduction, Type of Employment, or Residential etc. allows for Multiple items, and by dates |
| Total Leave Used During Date Range (1).rpd-json | Click Here | AttendanceJournal Report shows total leave used for entered time period - without each absence being listed |
| American Fidelity Demographics.rpd-json | Click Here | Demographic Report for American Fidelity- Filter by Last Paid Date (greater than or equal to) |
| American Fidelity Census.rpd-json | Click Here | Census Report for American Fidelity. Can be sorted by Last Paid Date Greater Than or Equal to. CSV can be filtered to remove duplicates by SSN |
| American Fidelity Payroll Item.rpd.json | Click Here | Payroll Item Report for American Fidelity-Payroll Item codes need to be added in query and Last Paid Date greater than need to be added. |
| EEO-5.rpd-json | Click Here | Report in csv format listing Full Name, Position Description, Assignment Area, Gender, Hispanic Latino Option, Race options, ODJFS Hire Date, Compensation Start Date and Part-time. |
| Check Register.rpd.json | Click Here | List of checks- payroll, refund, deduction checks based on issued date(s) entered-Check Number, Payment Number, Pay to Name, Transaction Type, Amount, Issued Date, Transaction Date, Reconciled Date, Status and Voided Date. |
| Direct Deposit Register.rpd.json | Click Here | List of Direct Deposits based on issued date(s) entered-Payment Number, Employee Name, Amount, Issued Date, Transaction Date, Reconciled Date, Status and Voided Date |
| Electronic Payment Register.rpd.json | Click Here | List of Electronic Payment based on issued date(s) entered-Payment Number, Name on Payment, Amount, Issued Date, Transaction Date, Reconciled Date, Status, Voided Date |
| Payroll Item Detail w/YTD Totals | Click Here | List of queried Payroll Items with Employee Name, Number, Code, Rate Type, Rate, Additional Withholding, Employer Rate, Pay Cycle, Max Amount, Start Date, Stop Date, YTD Applicable Gross, YTD Employer Amount, YTD Total Gross and YTD Withholding. |
| Regular Pay Account History Report | Click Here | Regular pay accounts charged, sorted by expenditure account. Includes Pay Date, Employee Number, Position Number, Employee Name, Expenditure Account, Amount Charged and Chargeable Calculation Percentage. |
| Specific Miscellaneous Accounts History Report | Click Here | Specific Miscellaneous accounts are listed that were charged during payroll. Includes Pay Date, Position Number, Employee Number, Employee Name, Any employee paid out of a specific miscellaneous account will be listed under the Specific Accounts Charged header. |
| Users Listing Report | Click Here | This report will show Username, Name, Last Login, Enables, Locked and Roles assigned. Can query to exclude roles or to pull only enabled accounts. |
| Public Records Request Report | Click Here | This report will list Last Name, First Name, Middle Name, Hire Date, Other Email, Primary Email, Secondary Email, Department, Position Description and Contract Amount. If wanting to use the district email, depending where the district has the district email defined ,you can remove the other two email field headers that do not apply. Also, when the report is created it may have employee duplicates since it is using Compensation Object. The district can use Data/ Remove Duplicates in excel to remove duplicates with same primary email, secondary email or other email address that is being used. |
New Hire Employee Templates
| Title (downloadable CSV file) | Description |
|---|---|
| New Employee CSV Template | This file contains line data so it is easier for the district to add new Employee record with the correct formatting for certain fields. They can always remove the template line when they have added the new employee data. |
| New Position CSV Template | This file contains line data so it is easier for the district to add new Position record with the correct formatting for certain fields. They can always remove the template line when they have added the new position data. |
| New Contract Compensation CSV Template | This file contains line data so it is easier for the district to add new Contract Compensation record with the correct formatting for certain fields. They can always remove the template line when they have added the new Contract Compensation data. |
| New Non Contract Compensation CSV Template | This file contains line data so it is easier for the district to add new Non-Contract Compensation record with the correct formatting for certain fields. They can always remove the template line when they have added the new Non-Contract Compensation data. |
| New Leaves CSV Template | This file contains line data so it is easier for the district to add new Leaves record with the correct formatting for certain fields. They can always remove the template line when they have added the new Leaves data. |
| New Pay Distributions CSV Template | This file contains line data so it is easier for the district to add new Pay Distributions records with the correct formatting for certain fields. They can always remove the template line when they have added the new Pay Distributions data. |
| New Payroll Items CSV Template | This file contains multiple lines data so it is easier for the district to add new Payroll Item records with the correct formatting for certain fields. They can always remove the template line when they have added the new Payroll Items data. |
| New Pay Account CSV Template | This file contains multiple lines data so it is easier for the district to add new Pay Accounts records with the correct formatting for certain fields. They can always remove the template line when they have added the new Pay Accounts data. |
Custom Form Templates
| Title (downloadable xdoc form) | Example | Description |
|---|---|---|
| Default Direct Deposit Template | Click Here | This is the default direct deposit form. |
| Default Salary Notice Template | Click Here | This is the default salary notice form. |
| Direct Deposit Pay Group Template | Click Here | This direct deposit will include the pay group and period ending date. |
| Direct Deposit New W4 Template | Click Here | This direct deposit will include the new W4 information. NOTE: If using XML for 3rd party printing, the new W4 fields will only appear if the employee has the 'Use new W4' checked in their 001 Federal Payroll Item. |
| Direct Deposit with Rate | Click Here | This direct deposit will include the hourly or daily rate. |
| Salary Notice with Experience Template | Click Here | This salary notice will print the salary schedule column, salary schedule step, salary schedule id, and district experience. |
| Salary Notice including All Template | Click Here | This salary notice includes all information that can currently be printed on salary notices. |
| Salary Notice with Rate Information Template | Click Here | This salary notice will print the the rate, rate type, and district experience. |
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Mass Load Templates
| Title | Description |
|---|---|
| Employee Number Template | This template can be used to change employee numbers. The name columns are included in the template to help update the the number. The name.lastName and name.firstName columns should be deleted prior to saving as a CSV fie and loading. |
Check STRS Advance Report Custom.rpd-json