Public Shared USPS Reports Library
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.
Search this documentation
- 1 Per pay Reports
- 2 Monthly Reports
- 3 Quarterly Reports
- 4 FYE-Based Reports
- 5 CYE-Based Reports
- 6 EMIS Related Reports
- 7 Miscellaneous USPS-R Reports
- 8 New Hire Employee Templates
- 9 Custom Form Templates
- 10 Per pay Reports
- 11 Monthly Reports
- 12 Quarterly Reports
- 13 FYE-Based Reports
- 14 CYE-Based Reports
- 15 EMIS Related Reports
- 16 Miscellaneous USPS-R Reports
- 17 New Hire Employee Templates
- 18 Custom Form Templates
- 19 Mass Load Templates
Per pay Reports
Title (downloadable rpd-json file) | Example | Description |
|---|---|---|
Summary of Payroll information in Payroll Payments - Current. Sorted by Name. | ||
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. | ||
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. | ||
Report of how the Employer Distribution checkbox was marked when the payroll(s) was processed. | ||
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) | ||
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) | ||
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. | ||
| Click Here | This Report can be used to determine if Retire Hours/Work Hours were not entered for Overtime Pay types. The report list Pay Date, Employee ID, Last Name, First Name, Pay Type, Position Number, Description, Amount, Units, Hours Worked, FLSA Overtime and Specific Object Accounts Charged and can filter by Pay Date, Pay Type, Description and Employee Number. |
Lists payee check numbers with information about each check within a specified date range | ||
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 Payables History report to complete Form 11, the example is the summary version of the full report. | ||
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 |
|---|---|---|
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 |
|---|---|---|
Click Here | This report is an updated version of the SSDT Check STRS Advance Report that totals by employee. | |
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 | 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. | |
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. | |
Employee Leave usage, date used, type of leave used, choice by certified and classified, each employee on separate page | ||
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 |
|---|---|---|
This report is the total of Payroll Item Configuration>Type equaling Annuity and Annuity Type equaling 403B. | ||
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 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. | ||
Account History Report v2 for OT Reporting by Account Code.rpd-json
|
| This report includes the new FLSA Overtime fields and it is designed to help identify amounts for Overtime and Blended Overtime Pay Types.
This report can be helpful in identifying overtime amounts based on account codes. Note: the default report returns results based off of the pay period start and stop dates - not the pay date itself. Please take this into consideration when entering your date parameters. |
List employees with their position and detailed compensation information for Contract Compensations only. Includes YTD earnings. (The sample report has the Active parameter selected) | ||
This report is the total of all Payroll Item Configuration>Type equaling Dependent Care and the Annuity Type equaling Section125NonWages. | ||
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. | ||
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 union requests of specific employee information. In Excel format. Contains Employee name, Employee ID, address, primary email, YTD gross, address, and home phone. Excludes archived employees. | ||
Regular Designated Roth 403B Report.rpd-json | This report is a total of all Payroll Item Configuration>Type equaling Regular and the Designated Roth equaling ContributionsTo403B. | |
This report is a total of all Payroll Item Configuration>Type equaling Regular and the Designated Roth equaling ContributionsTo457B. | ||
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 |
|---|---|---|
Lists employees with their compensation and position flags. Also lists an employee's position information | ||
Report that pulls EMIS data from Employee, Compensation and Position records in csv format. | ||
| Report that pulls EMIS data from Employee, Compensation and Position records excluding Archived records. | |
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. | ||
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. | ||
This report will assist in verifying all the necessary EMIS elements on Employee records with the Report to EMIS checkbox marked are populated. | ||
This report will assist in verifying all the necessary EMIS elements on Position records with the Job Status set to Active are populated. | ||
This report will assist in verifying all the necessary EMIS elements on Position records with the Job Status set to Inactive are populated. | ||
This report will assist in verifying all the necessary EMIS elements on Compensations with the Type set to Contract and Position records with Job Status set to Active are populated. | ||
This report will assist in verifying all the necessary EMIS elements on Compensations with the Type set to Non Contract and Position records with Job Status set to Active are populated are populated. | ||
This report will assist in verifying all the necessary EMIS elements on Compensations with the Type set to Contract and Position records with Job Status set to Inactive are populated. | ||
This report will assist in verifying all the necessary EMIS elements on Compensations with the Type set to Non Contract and Position records with Job Status set to Inactive are populated are populated. |
Miscellaneous USPS-R Reports
Title (downloadable rdp-json file) | Example | Description |
|---|---|---|
Absence or Attendance Report similar to Classic ABS101. Sort and subtotal by full name then leave category. Also includes Leave Balances. | ||
| American Fidelity report for reconciling. Includes Employee's SSN, Last and First Name, Payroll Item Code, Pay Date and Employee Amount. | |
Lists certified employees with their rehired retiree flags marked true. Report also includes date employee was rehired. | ||
Lists classified employees with their rehired retiree flags marked true. Report also includes date employee was rehired | ||
Lists all employees with their contact information and address. Also lists birth date and hire date | ||
Lists employees sorted by employee number with their pay distribution information | ||
Lists employees and their positions, position numbers, position codes, and pay groups | ||
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 | ||
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. | ||
Report of payroll items that also lists the Deduction, Type of Employment, or Residential etc. allows for Multiple items, and by dates | ||
AttendanceJournal Report shows total leave used for entered time period - without each absence being listed | ||
Demographic Report for American Fidelity- Filter by Last Paid Date (greater than or equal to) | ||
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 | ||
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. | ||
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. | ||
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. | ||
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 | ||
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 | ||
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 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 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. | ||
This report will show Username, Name, Last Login, Enables, Locked and Roles assigned. Can query to exclude roles or to pull only enabled accounts. | ||
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. | ||
OEWS Reporting |
| These reports will assist in creating the report needed for completing the Occupational Employment and Wage Statistics (OEWS) Report. Create the two reports and using Vlookup merge the two reports together. The report can also be filtered by Position Code since some information is only required for educators. |
New Hire Employee Templates
Title (downloadable CSV file) | Description |
|---|---|
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. | |
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. | |
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. | |
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. | |
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. | |
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. | |
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. | |
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 |
|---|---|---|
Click Here | This is the default direct deposit form. | |
This is the default salary notice form. | ||
This direct deposit will include the pay group and period ending date. | ||
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. | ||
This direct deposit will include the hourly or daily rate. | ||
This salary notice will print the salary schedule column, salary schedule step, salary schedule id, and district experience. | ||
This salary notice includes all information that can currently be printed on salary notices. | ||
This salary notice will print the the rate, rate type, and district experience. |
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