Human Resources Reporting Documentation
Contents:
How do I run and view my report?
Expense Distribution
Contact Information For Expense Distribution
YTD Expense Distribution
Contact Information For YTD Expense Distribution
Leave Accrual
Contact Information For Leave Accrual
Position Roster
Contact Information For Position Roster
Active Student Employee Job Report
Contact Information For Active Student Employee Job Report
Student Employee Payroll Status Inquiry
Contact Information For Student Employee Payroll Status Inquiry
Active Temporary Employee Job Report
Contact Information For Active Temporary Employee Job Report
Frequently Asked Questions
Report Tips
How do I run and view my report?
Step 1 – Select (by clicking the
button) or create (by clicking the Add a New Value link or tab) a run control
Step 2 – Choose report options and click the
button
Step 3 – Select
and 
then click the 
button to Run your report 
Step 4 – Click the Process Monitor link to track the processing of your report
Step 5 – Periodically click the
button until your Run Status is Success.
Then click on the Details link. 
Step 6 – Click on the bolded link View Log/Trace
Step 7 – click on the .PDF TPY0134_1285845.PDF (in this case) link to view your report
View your report
Expense Distribution
Purpose
Provides key monthly expense data elements journalized by Payroll.
Report Properties
The expense distribution overall is grouped by department and (within each department) by account number. The detail is shown by employee, pay period end date, and earnings code.
Run Control Page Selections
Year
four-digit (YYYY) calendar
Enter calendar year
2003
For simplicity, the calendar year is used instead of the fiscal year.
Month
list of calendar month descriptions
Select a month
July
The selection of the month is translated into the appropriate month ending date, for example, July would represent 7/31/2003.
Run Report For
list of options for running the report.
All of My Departments-
will execute the report for all departments which you have departmental security access.
Department(s)-
will execute the report for a user-defined list of department(s). The department(s) that can be selected is based on the operator’s departmental security access.
Employee(s)-
will execute the report for a user- defined list of employees. The employee(s) who can be selected is based on the match of an employee’s job department and theoperator’s departmental security access.Select a run option
when visible, populate the respective department(s) or employee(s) scroll area All of My Departments
Sort Details By
List of report columns to order report details.
Select a column
Employee Name
Export file to Excel Spreadsheet
Checkbox for exporting report data to an Excel spreadsheet.
Check ‘On’ to export to Excel
Contact Information for Expense Distribution Report
For questions, concern, or more information please contact:
Pat Jolley
E-mail: P.Jolley@tcu.edu
Phone: 817-257-5019Debby Watson
E-mail: D.H.Watson@tcu.edu
Phone: 817-257-5660
YTD Expense Distribution Contact Information for YTD Expense Distribution Report 
Purpose
Provides key cumulative expense data elements journalized by Payroll.
Report Properties
The report is grouped by department and account number. The detail is shown by employee and earnings code.
Enter the fiscal year for which you are running the report. The date range for the fiscal year selected will appear to the right of the fiscal year. Even though the entire fiscal year dates will be displayed the report will only be from June 1 of the fiscal year selected to the date when the report is run. If you enter the current fiscal year the report will be from 1 June of that fiscal year to the date the report is run. However if you enter a previous fiscal year the report will run from 1 June to the following 31 May of that fiscal year.
Run Control Page Selections
Year
four-digit (YYYY) fiscal year
Enter fiscal year
2003
For year 2003, report would produce results for fiscal year 2003.
Run Report For
list of options for running the report.
All of My Departments-
will execute the report for all departments which you have departmental security access.
Department(s)-
will execute the report for a user-defined list of department(s). The department(s) that can be selected is based on the operator’s departmental security access.
Employee(s)-
will execute the report for a user- defined list of employees. The employee(s) who can be selected is based on the match of an employee’s job department and theoperator’s departmental security access.Select a run option
when visible, populate the respective department(s) or employee(s) scroll area All of My Departments
Sort Details By
List of report columns to order report details.
Select a column
Employee Name
Export file to Excel Spreadsheet
Checkbox for exporting report data to an Excel spreadsheet.
Check ‘On’ to export to Excel
For questions, concern, or more information please contact:
Pat Jolley
E-mail: P.Jolley@tcu.edu
Phone: 817-257-5019Debby Watson
E-mail: D.H.Watson@tcu.edu
Phone: 817-257-5660
Leave Accrual
Purpose
Provides key leave accrual data elements and balance.
Report Properties
The report is grouped by department. The detail is shown by employee and leave plan.
Like all other benefits, the leave accrual process is administered on a calendar year basis. Therefore, the Opening Cal. Yr. Balance report column will always be as of January 1st of the year specified in the As of Date on the Leave Accrual run control page.
Run Control Page Selections
As of Date
Date as of when the report data is effective
Enter a date (mm/dd/yyyy)
7/01/2003
Run Report For
List of options for running the report.
All of My Departments-
will execute the report for all departments which you have departmental security access.
Department(s)-
will execute the report for a user-defined list of department(s). The department(s) that can be selected is based on the operator’s departmental security access.
Employee(s)-
will execute the report for a user- defined list of employees. The employee(s) who can be selected is based on the match of an employee’s job department and theoperator’s departmental security access.Select a run option
when visible, populate the respective department(s) or employee(s) scroll area All of My Departments
Sort Details By
List of report columns to order report details.
Select a column
Employee Name
Print Detail on Report
checkbox that will include the pay period end date(s) for when hours were processed and/or adjusted.
Check ‘On’ to include detail on report
Contact Information for Leave Accrual
For questions, concern, or more information please contact:
Marilyn Porter
E-mail: m.porter@tcu.edu
Phone: 817-257-6305
Position Roster
Purpose
Provides key data elements for active positions.
Report Properties
The report is grouped by department and account number. The detail is shown by position number.
Run Control Page Selections
As of Date
Date as of when the report data is effective
Enter a date (mm/dd/yyyy)
7/01/2003
Run Report For
List of options for running the report.
All of My Departments-
will execute the report for all departments which you have departmental security access.
Department(s)-
will execute the report for a user-defined list of department(s). The department(s) that can be selected is based on the operator’s departmental security access.
Employee(s)-
will execute the report for a user- defined list of employees. The employee(s) who can be selected is based on the match of an employee’s job department and theoperator’s departmental security access.Select a run option
when visible, populate the respective department(s) or employee(s) scroll area All of My Departments
Sort Details By
List of report columns to order report details.
Select a column
Employee Name
Vacant Positions Only
Checkbox for creating a report of only vacant positions.
Check ‘On’ to create a report of only vacant positions
Export file to Excel Spreadsheet
Checkbox for exporting report data to an Excel spreadsheet.
Check ‘On’ to export to Excel
Contact Information for Position Roster
For questions, concern, or more information please contact:
Pat Jolley
E-mail: P.Jolley@tcu.edu
Phone: 817-257-5019
Active Student Employee Job Report
Purpose
Provides key data elements for student employees.
Report Properties
The report is grouped by department. The detail is shown by employee and employee job record.
Run Control Page Selections
As of Date
Date as of when the report data is effective
Enter a date (mm/dd/yyyy)
7/01/2003
Run Report For
List of options for running the report.
All of My Departments-
will execute the report for all departments which you have departmental security access.
Department(s)-
will execute the report for a user-defined list of department(s). The department(s) that can be selected is based on the operator’s departmental security access.
Employee(s)-
will execute the report for a user- defined list of employees. The employee(s) who can be selected is based on the match of an employee’s job department and theoperator’s departmental security access.Select a run option
when visible, populate the respective department(s) or employee(s) scroll area All of My Departments
Export file to Excel Spreadsheet
Checkbox for exporting report data to an Excel spreadsheet.
Check ‘On’ to export to Excel
Contact Information for Active Student Employee Job Report
For questions, concern, or more information please contact:
Marilyn Porter
E-mail: m.porter@tcu.edu
Phone: 817-257-5019
Student Employee Payroll Status Inquiry
Purpose
Provides the payroll status of a student employee.
Report Properties
The inquiry page allows users to inquire on the payroll status of a student based upon the current date.
Students with active job(s) as of the current date of the search will return the payroll status of Active. Students with terminated job(s) as of the current date of the search will return a payroll status of Inactive. Students with no job as of the current date of the search will return a value of “No matching values were found” on the search page. Future dated hire or termination actions are not taken into consideration in the determination of a student’s payroll status.
Search Page Options
EmplID
TCU ID number
Enter TCU ID number
Name
Name
Enter name
Smith,Joe
Format of field is Last Name,First Name (no space between comma and first name)
Contact Information for Student Employee Payroll Status Inquiry
For questions, concern, or more information please contact:
Marilyn Porter
E-mail: m.porter@tcu.edu
Phone: 817-257-5019
Active Temporary Employee Job Report
Purpose
Provides key data elements for temporary employees.
Report Properties
The report is grouped by department. The detail is shown by employee and employee job record.
Run Control Page Selections
| As of Date | Date as of when the report data is effective | Enter a date (mm/dd/yyyy) | 7/01/2003 | |
| Run Report For | List of options for running the report. All of My Departments- will execute the report for all departments which you have departmental security access. Department(s)- will execute the report for a user-defined list of department(s). The department(s) that can be selected is based on the operator’s departmental security access. Employee(s)- will execute the report for a user- defined list of employees. The employee(s) who can be selected is based on the match of an employee’s job department and theoperator’s departmental security access. | Select a run option when visible, populate the respective department(s) or employee(s) scroll area | All of My Departments | |
| Export file to Excel Spreadsheet | Checkbox for exporting report data to an Excel spreadsheet. | Check ‘On’ to export to Excel |
Contact Information for Active Temporary Employee Job Report
For questions, concern, or more information please contact:
| Marilyn Porter E-mail: m.porter@tcu.edu Phone: 817-257-5019 |
Frequently Asked Questions
What is a portal?
A portal is a starting point for enterprise access. Specifically, our My.TCU.edu portal is how we will gain system access to initiate, facilitate, and conduct our business processes.
What is a homepage?
A homepage is a convenient starting point for navigation. Specifically, the HR Reporting Homepage is a budget manager service facility to quickly and easily run the various HR related reports.
What is a hyperlink (link)?
A hyperlink is underscored text used to provide more information when clicked.
What is a run control?
A run control is a name assigned to hold a list of parameters for a process. An existing run control must be selected or a new one must be created to run a report.
What is a run control page?
A run control page is a PeopleSoft web page used by a user to specify parameters for executing a report.
Are the HR reports pre-delivered?
No HR reports are executed in advance. With so many options for report configuration/output, each report is dynamically made-to-order by user selection on the reports’ run control page.
What is departmental security?
Departmental security is the means for allowing the appropriate access to department data for specified users. In short, departmental security controls which department’s data a user has the authority to access. All HR reports use departmental security when run control page criteria are selected.
Report Tips
- More than one report can be submitted at a time.
- Running report results to excel will generate an excel file in the View Log/Trace link. To save the spreadsheet to your computer, use File/Save As from the Adobe Acrobat menu bar.
| Click the Report Manager link located at the top of each run control page to access a repository of your executed reports. |
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| Click on the Administration tab. To view the report, click on the name of the report in the Description column or click the Details link located to the far right to view the selected report. The Report Manager contains a Report Description column to view the report names as illustrated to the right. |
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