Reports

The Reports module allows the user to generate a report from either a listing of template reports or create a custom report using the "detail" option.

A crosswalk of the Reports menu options and their Classic counterparts is available below. For a printable version of the crosswalk, click here

USPS-R Reports Option	USPS Classic Report Comparison	Definition

USPS-R Reports Option	USPS Classic Report Comparison	Definition
Report Bundles	New Feature	Report Bundles are used to automatically generate reports by the system to be listed under Utilities/File Archive/Payroll Archive or to set up single or multiple reports to be emailed to a user at any time.
Report Manager	New Feature	Predefined SSDT template report definitions as well as user-created reports are displayed here; can Import and Create reports
Import Report	Safari Report/Shared Reports	Import Reports from an outside source. Must be in .JSON format.
Create Form		Allows the user to create alternate versions of forms like Direct Deposit Notices or Payroll Checks, they can add their own "Form" and then the drop down will show these
Custom Report Creator	Safari and New Feature	Allows for dynamic reporting of all data objects in USPS-R
ACH Submission
ACH Submission	PAYDIR	It creates an ACH file which is uploaded to the bank for payroll
HSA Submission	PAYDED	It creates an HSA file which is uploaded to the bank for HSA Payroll Items (HSA deductions)
Afford Report	AFFORD	Will assist in determining if an employee will exceed 30 hours per week or 130 hours per month and therefore, be classified as full-time under the Affordable Care Act (ACA).
Attendance Reports ABS101 ABS103 Perfect Attendance Report	ABS101 ABS103 ABS104	ABS101, the Staff Attendance Report, provides a listing of attendance and absence categories by employee, by date. It also includes the day of the week the activity occurred, the length of the activity, and the subcategory if applicable. Totals by category for number of records, days, and hours are displayed at the end of the report. ABS103, the Staff Attendance Summary Report, summarizes absence/attendance occurrences by employee. Grand totals are provided at the end of the report. This report will show all employees that have not missed any days with the category's selected.
Audit Report	AUDRPT	This program tracks the old values and the new values entered in various USPS programs.
Auditor of State Report Auditor of State Employee Report Auditor of State Payment Reports	USPAUDIT	This program extracts USPS check history information into specially formatted files for use by auditors. Auditors will use these files to assist in automating the audit process. The report will contain a line for each compensation that has a date range that overlaps the user provide report date range. This program extracts Payroll check history information into specially formatted files for use by auditors. Auditors will use these files to assist in automating the audit process.
Benefit Obligation Reports Benefit Obligation By Account Benefit Obligation By Employee	BENOBL/BENACT BENOBL/BENEMP	Provides information by Account about the dollar amount of benefit obligations a district would incur if employees were to use their entire sick, vacation, and personal balances. The Benefit Obligation By Account provides information about the dollar amount of benefit obligations a district would incur if employees were to use their entire sick, vacation, and personal balances. The Benefit Obligation by Employee provides information about the dollar amount of benefit obligations a district would incur if employees were to use their entire sick, vacation, and personal balances.
Census Report	CENSUS	The CENSUS program will create a common census file per ING requirements.
CRDC Report	CRDC Report	Civil Rights Report- produces a report listing different required variables for specific reporting groups.
Date Code Extract Report	New	This report will gather all employee date code data and extract them into a csv file. This report can be added to Report Bundles
Eligible to Retire Report	ELIRET	Creates a report of employees showing Age, Retirement System, District Experience, Total Experience, 60 Year/s exp, 55 years/25 exp and 30 exp.
EMIS Reports	Similar to PERDET	Option produces a report listing data errors or invalid data prior to EMIS reporting.
Employee Earnings Register	ERNREG	Can be ran for one and all Employees or Pay Groups receiving a paycheck.
Employee Master	EMPMST	Report that reflects the Core program data element fields.
Employer Distributions	BRDDIS	Generates a worksheet to provide you with dollar amounts for the distribution of board paid deductions to the proper USAS accounts.
Employer Retirement Share	BRDRET	Distributes the board's retirement share by allocating amounts to non-general (non-001) fund accounts at a flat 14% rate of the current payroll items paid.
Job Calendar Report	CALRPT	Produces a report showing job calendars which have been created.
Leave Activity Report		The Leave Activity Report provides a listing of accruals and absence categories by employee, by date applied date and then by activity date. It also includes the Beginning Balance, Length and Ending Balance of the activity by category.
Leave Balance Report	BENRPT	The Leave Balance Report shows the balances of sick, vacation, and personal leave.
Leave Projection Report	LEVPRO	This program creates a posting file from which absences may be charged to the proper leave accounts.
New Contract Report	NEWCNT/REPORT	Generate a report outlining purged contract information.
ODJFS Reporting ODJFS New Hire Report ODJFS Report	NEWHIRE ODJFSRPT	To assist in the reporting of new employees to the Ohio Department of Job and Family Services The ODJFS New Hire Report is designed to assist in the reporting of new employees to the Ohio Department of Human Services. This reporting is to be done within 20 days of the employee's hire date. Generates a report of quarter-to-date figures for employees and provides information necessary to complete the IRS Form 941 Quarterly statement. Creates submission file to submit to ODJFS for unemployment purposes.
Payment Transaction Status Report	CHKSTS	Generates a report that lists the check number; check status and type; employee ID, deduction code, or vendor number (depending on the check type); name; issue date; period ending date; date voided; date reconciled; gross pay; and net pay.
Quarter Report	QRTRPT	Generates a report of quarter-to-date figures for employees and provides information necessary to complete the IRS Form 941 Quarterly statement.
Reporting Entity Count Summary Report	RPTSUM	The Reporting Entity Count Summary Report Options generates a report that displays Retirement days (service days), ODJFS weeks, and/or EMIS attendance and absence days with the Percentage of Attendance for employees by selected time periods.
SERS Reporting SERS Monthly Report SERS New Hire Report SERS Per Pay Report SERS Surcharge Report	RETIRE/SERSMONTH RETIRE/SERSHIRE RETIRE/SERSREG SURCHG	Creates a report for SERS balancing and month-end reporting purposes. Create a projection report or a new employee enrollment file to upload to the eSERS website. Creates a projection report to verify State Employees Retirement System (SERS) and will create a tape file used for submission of data to SERS (per pay). Creates reports that will assist with the SERS surcharge calculations and GAAP reporting.
STRS Reporting Check STRS Advance STRS Advance STRS Monthly Report STRS New Hire Report STRS Per Pay Report	CHKSTRS STRSAD RETIRE/STRSMONTH RETIRE/STRSHIRE RETIRE/STRSREG	Report showing employee's STRS Advance Payments Allows you to create Advance FYTD, Advance Position and Non-Advanced reports. Also, can create the tape file for the STRS annual report submission. Creates a report for STRS balancing purposes. Creates a projection report as well as an option to create a STRS New Hire submission file and submit it to STRS. Creates a projection report to verify State Employees Retirement System (STRS) as well as an option to create a STRS submission file and submit it to STRS.
Wage Obligation Reports Wage Obligation By Account Wage Obligation By Employee	WAGOBL WAGOBL	This program generates a report listing the district's current accrued wage obligations by account code. This program generates a report listing the district's current accrued wage obligations by employee.
W2 Reports W2 Archive Individual Forms W2 Form Output Files W2 Mailable Forms W2 Report and Submission	W2PROC	Program creates reports, form files, data files, and tape files used for reporting W2 wage information at calendar year end. W2 Archive Individual Forms is used to schedule a job (Job Scheduler) and produce a file in a folder in Utilities/File Archive/W2 Archive for the year being reported. The W2 Form Output Files will store the processed W2 Forms (Employee), W2 Forms City and W2 Mailable Forms The W2 Mailable Forms option can generate a 8 1/2" x 14" paper form for all employees included on the parameters. The W2 Report module creates a reports and Submission files used for reporting W2 wage information at calendar year end.
W2 Corrections W2C Forms Output Files W2C Records W2C Reports	W2C	W2C Statement of Corrections Form The W2C Forms Output Files will store the processed W2C Forms (Employee) To create a W2C correction record for employees Creates a Report and Forms from the W2C Records
YTD Report	YTDRPT	The YTD report program provides year-to-date totals and a benefit statement for all employees, pay groups, or individual employees.