HR-Payroll System Help Documents

Document Type: Job Aid
Title	Description	Updated
Address Field Helps and Hints	The purpose of this job aid is to assist in reducing the character count in the Address 1 and Address 2 fields in the Integrated HR/Payroll System (including ESS). This job aid also includes postal abbreviations such as street suffixes, two-letter state codes, and geographical directional abbreviations. Job Aid PER-1 Video Tip - How to Update an Employee's Address	03/06/20
1095-C FAQs	This job aid answers the most frequently asked questions about the 1095-C form. By March 4, 2019, BEST Shared Services will have mailed the 1095-C tax forms to eligible employees. This form will contain detailed information about your personal health care coverage. It is important to keep this form for your 2018 tax records. Job Aid BEN-1	02/18/19
2013 Special Leave Quota 55	The purpose of this job aid is to explain special leave quota 55 including eligibility, accrual, usage, payout, error handling, and reporting. Job Aid TM-27.	01/30/19
Accessing the Training Practice Sandbox (899)	The purpose of this job aid is to explain how to access the SAP Training Sandbox in the Integrated HR-Payroll System. Job Aid GN-2.	08/17/20
Adding New Data Elements Using Assign Data in a Cross Tab Report	While adding a new data element to a Cross Tab report, the report formatting changes when you add the data element by accessing the table context menu through ‘Assign Data’ in the table. When you drag and drop a dimension column to the cross-tab report from the available objects, this tabular format report changes especially on the total columns at the right end do not occur.	01/25/18
Addressing Negative Quota Balances	The purpose of this job aid is to explain how to calculate the remaining balance on a quota and how to address negative quota balances. Job Aid TM-1.	01/09/19
Advanced Time and Payroll Troubleshooting Procedures Guide	Advanced Time and Payroll Troubleshooting Procedures Guide is designed to help you research questions and issues surrounding payroll. Since payroll is integrated with time management, many of the questions are answered by looking at time entered or time settings.....	03/08/17
Affordable Care Act (ACA) Reports - Coverage Option	Purpose: See a list of Temporary employees with a Stability/Coverage Period that includes a specific key date...	11/07/14
Affordable Care Act (ACA) Reports - Final Measurement Option	Purpose: See a list of Temporary employees who are newly eligible to enroll in the High Deductible Health Plan...	11/07/14
Agency Cost Center Cross Walks	Agency Cost Center Cross Walks..	05/22/11
Approved Leave (Code 9000) Hierarchy	The purpose of this job aid is to explain the leave hierarchy, the order in which leave can be used. Job Aid TM-2.	01/09/19
Attendance Absence Types Overview	The purpose of this job aid is to provide a list of all attendance and absence types and a description. Job Aid TM-3.	07/31/20
Benefits Adjustments (QLEs)	This job aid explains the types of Qualifying Life Events for Benefits Adjustments and what documentation is required. Job Aid BEN-3	10/11/18
Benefits Infotypes	This job aid details the infotype screens utilized by the Benefits module in the Integrated HR/Payroll System. Job Aid BEN-5	10/11/18
Benefits Participation Report	This job aid provides a guide to running a Benefits Participation Report in the Integrated HR/Payroll System. This is not a BI report. The Benefits Participation Report can tell you in real time who in your organization (for whom you have security access) is enrolled in a specific plan(s). Job Aid BEN-2	10/11/18
Benefits Program Groupings Summary QRG	This job aid shows all the Benefit Program Groupings and their respective FPG or SP codes. Job Aid BEN-4	10/11/18
Blank Crystal Reports Page	Problem: Occurs when attempting to access a Crystal Report. Affects: Business Objects→ Crystal Reports Cause: The Adobe Flash player add-on is disabled	06/05/15
Blank Fields Shown as Hash or Pound in WEBI	Null characters in the database are shown as ‘#’ (Hash) in WEBI reports. We will see how to display them as a space in this document...	01/13/15
BOBJ Report Scheduler	The purpose of this job aid is to explain how to schedule a BOBJ report in the Integrated HR-Payroll System Reports cannot be scheduled directly from the Public Folders. Job Aid BOBJ-2.	10/22/20
Bonus Leave A/A Type 9100	The purpose of this job aid is to explain how Bonus Leave, A/A Type 9100 can be used and in what order. Job Aid TM-4.	01/09/19
Budget Management	Budget Management Screens and Error Messages.....	08/12/20
Business Workplace Button Functions	The purpose of this job aid is to define each of the Business Workplace Button functions. Job Aid PER-2	10/18/18
Calculating Base Pay for Split Months	The purpose of this job aid is to explain how to calculate base pay for split months. PY-1	01/07/20
Callback Comp Leave	The purpose of this job aid is to explain callback comp leave including eligibility, accrual, usage, payout, error handling, reporting, and adverse weather. Job Aid TM-5.	01/09/19
CAT2 28 Day Profile	The purpose of this job aid is to explain how the data entered in the Key date field may display an inaccurate total of the time entry/overtime for a 28-day overtime period when the NORML-28 Data Entry Profile is selected. Job Aid TM-42.	09/25/20
CAT2 Comp Balance Check when Recording Adverse Weather Leave	The purpose of this job aid is to explain the CAT2 Comp Balance Check and how it will work when adverse weather is recorded. With the changes to the Adverse Weather policy effective 1/1/2015, an employee is not allowed to use Adverse Weather Leave if the employee has available Comp Leave. A validation in the CAT2 will prevent a Time Admin from keying Adverse Weather Leave (A/A 9545) in the timesheet if there is an available balance in any of the Comp Leave quotas for the requesting employee. The validation considers current balances and also takes into account any Approved Leave keyed prior to the A/A 9545 entry on the timesheet. Job Aid TM-43.	05/13/19
CAT2 Comp Balance Check when Recording Bonus Leave	The purpose of this job aid is to explain how the CAT2 Comp Balance Check for bonus leave works. Job Aid TM-30.	02/21/19
CATC Report	The purpose of this job aid is to explain the CATC Report and how to identify if an employee has not reported enough hours. Job Aid TM-6.	01/09/19
Central Payroll W2 Reprint Process for Universities and Inactive HR-Payroll Employees	The purpose of this job aid is to describe the process for Central Payroll W-2 reprint requests for Universities and inactive HR-Payroll employees. PY-2	01/07/20
Change Date Specifications	The purpose of this job aid is to explain how to change a date on an employee’s record to accurately reflect their career with the State. The date specification is changed on an employee's record and is processed via transaction code PA30. Always use COPY to keep a record of the historical date specifications. Job Aid PER-3	10/13/18
Change Work Schedule Rules	The purpose of this job aid is to explain how to change a work schedule rule. To change a work schedule rule on an individual, you will process the change via transaction code [PA30]. Always use COPY to keep a record of the historical work schedules. This process is used only if an action isn’t required for the change. Job Aid PER-4	10/13/18
Changing Position Eligibility Settings	The purpose of this job aid is to explain how to change and who should change employee and position eligibility settings using PO13, ZOMA069, ZPAA076, and PA30. Job Aid PA29.	09/18/18
Charge Object Upload Source File	The purpose of this job aid is to provide an example of a charge object upload source file. Job Aid TM-8.	01/10/19
Clearing Cache in the Internet Explorer Browser	Clearing Cache in the Internet Explorer Browser...	06/05/15
Common Time Evaluation Warning and Error Messages	The purpose of this job aid is to provide a list of evaluation warning and error messages along with the text of the message, a description, and corrective action if applicable. Job Aid TM-7.	07/15/20
Communicable Disease Emergency Mandatory Comp	The purpose of this job aid is to provide a reference to CDE Worked – Mandatory Comp and the supporting Integrated HY-Payroll System behavior that includes attendance types, accruals, time transfer specifications, payout, error handling, and reporting. Job Aid TM-46.	05/04/20
Conversion From NCAS to SAP	Conversion From NCAS to SAP...	05/22/11
Copy PA PCR Notes to Infotypes QRG	The purpose of this Quick Reference Guide is to serve as a reminder of the Copy/Paste PCR Notes process and how it works. Job Aid PER-5	10/13/18
Cost Center Report Administrator	This report can be used to view payroll cost center details. The user can drill into the time entries supporting an individual employee, the payroll results for an individual employee, or overall general ledger analysis...	02/21/13
County Code List	The purpose of this job aid is to provide a list of counties and their associated codes. Job Aid OM-1.	12/13/18
County Code Listing	County Code Listing...	09/01/05
Create Cost Distribution Infotype 1018 (Fund Approver)	The Fund Approver must approve a PCR for the creation of a new position that requires the Cost Distribution infotype to be created/updated...	12/13/16
Create Maintain Disciplinary Actions	The purpose of this job aid is to document the disciplinary warning the employee has received. Disciplinary information should be entered as instances occur so that the system is current. Job Aid PER-6	10/13/18
Create/Maintain Grievances	The purpose of this job aid is to explain the Create/Maintain Grievance transactions which are used to document an employee grievance. Grievance information should be entered as instances occur so that the system is current. Job Aid PER-7.	06/16/20
Decision Support System (DSS) Tips	Selected Tips for NCAS DSS Basics...	04/10/03
DES/DWS ESS Temp Solutions Charge Object Entry	The purpose of this job aid is to explain the Time Sheet: Data Entry View for DES/DWS Temporary Solutions and the changes to the Position Validation and the Charge Object/Activity/Element entry requirements. TM-60	06/24/20
Display Employee General Information	The purpose of this job aid is to explain how to access and use the general information section in My Team. MSS-5 Job Aid.	07/18/19
Display Organization Path	The purpose of this job aid is to explain how to use transaction Z_OrgPath to show logically grouped organizational units. Job Aid OM-2.	12/13/18
Display Pay Statement	The purpose of this business process procedure is to explain how to display your pay statement in the Integrated HR/Payroll System. ESS-9	06/10/19
Drag and Drop New Fields in WEBI Reports	A dimension characteristic or measure can be added on a tabular report in Design mode using drag and drop in a Web Intelligence report. A dimension characteristic or measure can be drag and dropped on a table blank column in a Web Intelligence report in Design mode.	08/07/15
Emergency Closing Comp Leave	The purpose of this job aid is to explain emergency closing comp leave including eligibility, accrual, usage, payout, error handling, reporting, and adverse weather. Job Aid TM-9.	01/09/19
Employee Benefits Leave of Absence Letter	You have the option to continue your State Health Plan and your NCFlex Insurance Plans during your Leave of Absence (LOA). This notice provides continuation instructions. If, during your LOA, you are using approved/accrued leave and your pay continues in full, your benefits will continue without interruption and you do not need to do anything. If, during your LOA, you are not using approved/accrued leave and are without pay (LOA/LWOP), see below. This includes, but is not limited to, LOAs for Family Medical Leave (FMLA), Family Illness Leave, Extended Illness, and Military. IMPORTANT: Employees on LOA receiving Short Term Disability benefits or Workers‘ Compensation benefits are considered to be on LOA without pay (LOA/LWOP) for benefits continuation. This includes LOA-Workers‘ Compensation with supplement.	03/13/20
Employee Benefits Termination Letter	This letter is to notify you that your state-sponsored benefit plans have ended due to Separation of employment. It is for informational purposes only. Continuation of coverage, conversion or portability options may be available based on each plan’s specifications. You will need to make satisfactory payment arrangements and complete any necessary forms based on each plan’s requirements and deadlines. The eBenefits enrollment system vendor will notify each insurance plan vendor of the date your plan(s) will end. It is not the intent of this letter to replace or supersede any documents you receive from each plan directly. If you have any questions about the information you see below, please contact the Benefits Eligibility and Enrollment Support Center at 1-855-859-0966 or BEST Shared Services at 1-866-NCBEST-4U.	02/17/20
Employee Directory FAQs and Troubleshooting Guide	The purpose of this job aid is to answer frequently asked questions about the Employee Directory and provide troubleshooting assistance for common issues with the Employee Directory. Job Aid PER-8	10/13/18
Employee Groups and Subgroups	The purpose of this job aid is to define all employee groups and subgroups. Job Aid PER-9 and OM-3.	09/18/19
Employee Overview Screen	The purpose of this job aid is to provide an overview of the ZEMP transaction which is a snapshot of an employee’s information. Job Aid PER-10	10/13/18
End Military Training Leave	The purpose of this job aid is to explain how to end military training leave in the Integrated HR/Payroll System. Job Aid TM-18.	01/14/19
Enter Verified Education	The purpose of this job aid is to explain how to update the Education infotype (0022) to reflect that the education has been verified and is no longer in pending status. Job Aid PER-11	10/13/18
ERP Reports	OM Reports Quick Reference Card	02/17/12
ERP Reports for Payroll Financials	The purpose of this job aid is to describe the ERP reports for payroll and financials. PY-3	01/09/20
Error Messages When Data is not Found in the System	Web Intelligence (WEBI) Reports – displays an error message in a pop-up display box that is not very descriptive in certain circumstances. These messages are not customizable, and so some of the known errors are listed in this document.	03/26/15
ESS Change Personal Communication Data	Use this document to view and change your Personal Communication Data...	08/10/15
ESS Comp Balance Check when Recording Adverse Weather Leave	With the changes to the Adverse Weather policy effective 1/1/2015, an employee is not allowed to use Adverse Weather Leave if the employee has available Comp Leave...	02/05/15
ESS Comp Balance Check when Recording Bonus Leave	The purpose of this job aid is to explain the comp balance check when recording bonus leave, including examples. With the changes to the Vacation & Bonus Leave policy effective 10/1/2014, an employee can choose to consume Bonus Leave before Vacation Leave. To accommodate this policy revision, Bonus Leave has been removed from the Approved Leave hierarchy effective 9/1/15 and is now deductible with new A/A type 9100 (Bonus Leave). A new validation in the ESS Timesheet will prevent an employee from keying Bonus Leave (A/A 9100) if there is an available balance in any of the Comp Leave quotas. The validation will consider current balances and will take into account any Approved Leave keyed prior to the A/A 9100 entry on the timesheet. Job Aid ESS-13.	06/11/19
ESS Display Work Communication Data	Use this document to View your Work Communication Data...	08/10/15
ESS Maintain Bank Details	Use this document to change your direct deposit information in ESS...	02/02/17
ESS Maintain Personal Addresses	Use this document to set up (or change) your Addresses in ESS...	08/10/15
ESS Maintain Tax Withholding Information	Use this document to set up (or change) your tax withholding information...	08/25/15
ESS Record Working Time	The purpose of this job aid is to explain how to record working time in the Integrated HR/Payroll System. Job Aid ESS-5.	06/10/19
ESS Time Leave Request	How do I request leave using BEACON...	11/27/12
ESS Time Statement For A Chosen Period	Use this document to view and print monthly Time Statements in ESS...	09/02/15
FA PA PCR Process Change	FA PA PCR Process Change...	01/27/11
Federal W4 Form	The purpose of this Job Aid is to describe the process for the updated 2020 Federal W-4 Form in Infotype 0210, as well as an overview of the form. Job Aid PY-12.	02/17/20
FFCRA Absence/Attendance Type By Employee	The purpose of this job aid is to generate report B0205: Time Leveling Exceptions Report (Planned Time vs. 2001/2002) with modifications to allow quick and effective tracking of State of Emergency and COVID related Attendance/Absence codes. After modification the report will display uses of the State of Emergency and COVID related Attendance/Absence codes. Job Aid BOBJ-1.	06/10/20
FFCRA/CDE	This is a collection of documents to assist Leave Administrators and HR Master Data Maintainers with time entries and corrections as related to FFCRA/CDE. It may help to review them in the order listed below. FFCRA Employee Rights Poster – this is the federal poster Understanding FFCRA Handout – this is the OSHR webinar FFCRA at a Glance Chart – OSHR chart FFCRA Leave Request Form Modifications to the HR-PY System Memo FFCRA_Codes_DIT – this is the chart DIT HR created FFCRA A/A Chart – Combination chart of A/A types/reason/wage type/leave payout/supplement options FFCRA & the Integrated HR-Payroll System – powerpoint presentation HRD Provision 4 Memo Employee Emergency Leave Provision 4 Entering CDE Supplemental Leave Payouts QRG - Job Aid - TM-55 IT416 Template Supplement	06/26/20
Filtering Data in Web Intelligence Reports	Three levels of filtering data with WEBI...	08/07/15
First Telephone Number at Work	The purpose of this job aid is to explain IT0105 - Communication; Subtype 20 - First Telephone Number at Work. This validation will check the data entry format to ensure that telephone numbers are entered correctly. Job Aid PER-12	10/13/18
Fiscal Training	NCAS Fiscal Officers Workshop...	05/22/11
FMLA Entitlement Calculator	The purpose of this job aid is to assist agencies that do not use the FMLA workbench in the Integrated HR/PY System. It helps to determine the number of entitlement hours for a FMLA event for both full time and part time employees. Job Aid TM-37.	03/13/19
Frequently Asked Questions Personnel Administration	The purpose of this job aid is to answer Frequently Asked questions about Personnel Administration. Job Aid PER-35	10/02/18
FY2012-2013 Special Leave Payout	To support Senate Bill 187 and the provision for FY2012-2013 Special Leave, the OSC HR/Payroll team has configured a new wage type to allow for FY2012-2013 Special Leave to be paid out in case of separation due to immediate retirement from State-supported retirement system...	07/30/12
Grievance Maintainer	The purpose of this job aid is to explain Infotype IT9834 – Employee Grievance Data and several related BI reports including 0034 – Employee Grievance Data, B0057 – Grievance Overview, and B0059 Grievance Summary. Job Aid PER-13	09/26/19
Hire and Pay Board Members Action Guide	The purpose of this job aid is to explain how to enter board and commission member positions into the Integrated HR/Payroll System and how they are to be paid and taxed. Job Aid PER-14	10/13/18
Holiday Calendars	Holiday Calendars...	08/13/20
How My Favorites Folder is Managed	Reports that are saved under and employee’s personal folders, ‘My Favorites”, are only accessible to that employee and the technical administration team...	06/05/15
How to Cancel a PCR	The purpose of this job aid is to explain how to cancel a PCR. Job Aid PER-53.	03/25/19
How to Copy a List of Values to Prompt	A list of values in an Excel spreadsheet may be copied and pasted in the ‘Type values here’ field if available on a Prompts box. There are three programs involved when completing this process - Excel, Word, and Business Objects.	04/26/18
How to Locate a PA PCR	The purpose of this job aid is to demonstrate how to locate a PA PCR. Job Aid PER-15	10/13/18
How to Locate Monitor an OM PCR	You can use transaction ZOM0178 or ZOMWFMON to locate an OM PCR or group of OM PCRs...	07/11/13
How to Manage SAP Report Layouts	The purpose of this job aid is to illustrate how to use the functions of the layout capabilities which can be found in many Integrated-HR Payroll System transactions. Some of the most common end user report transactions are listed below. Job Aid GN-1.	06/15/20
How to Repeat Row Values on a WEBI Report for Downloading to Excel	Some WEBI reports are designed so that row values are not duplicated on the breaks when the report is first displayed. The “B0096: Supervisor Relationships” is an example of one of these reports.	03/07/17
How to Search for an Employee Using PA20	The purpose of this job aid is to demonstrate how to search for an employee using PA20. Job Aid PER-16	10/13/18
How to Turn on Alternating Colors for Web Intelligence Reports	In Design mode, you can change the appearance of a table in WEBI to show each row of the table in alternating colors...	06/05/15
Identifying Employees With Negative Balances	The purpose of this job aid is to explain how to identify employees who have a negative time balance. Job Aid TM-11.	01/10/19
Immediate Pay Flag For Subject and Non-Subject IT2012-Z020	The purpose of this job aid is to explain the immediate pay flag for subject and non-subject employees – IT-2012-Z020 Job Aid TM-12.	01/10/19
Imputed Income for Term Life Insurance FAQs	The purpose of this job aid is to answer frequently asked questions (FAQs) about imputed income for term life insurance. Job Aid PY-4.	01/10/20
Incentive Leave	The purpose of this job aid is to explain the eligibility, accrual, usage, and payout of incentive leave – Quota 29. Job Aid TM-13.	01/10/19
Information Expert Tips	Selected Information Expert Tips...	08/11/98
Infotype Overview for Employee	The purpose of this job aid is to give step-by-step instructions for running the report, PC00_M02_LINFO. Job Aid PER-17	10/13/18
IRS Form 2159 Payroll Deduction Agreement	The purpose of this job aid is to explain the proper way to complete and process IRS Form 2159. Job Aid PY-5.	02/28/20
Leave Admin Quick Reference Guide	The purpose of this job aid is to provide a quick reference to leave administration including attendance/absence types and a description, quota types and descriptions, and transaction types and descriptions. Job Aid TM-14.	07/15/20
Leave and Liability Aging	The purpose of this Job Aid is to explain the aging and deduction records contained on Infotype (IT) 9901. The B0202: Comp Aging Report and the B0210: Adverse Weather Liability Report (both available in BI) are summary level reports of the information provided on the IT9901 records. The IT9901 records can be examined for a specific employee to better understand the details of the accrual, deduction, and expiration of aged balances. Job Aid TM-16.	06/19/20
Leave Request Job Aid MSS	The purpose of this job aid is to answer frequently asked questions about leave requests in the Integrated HR-Payroll System. Job Aid MSS-3.	07/18/19
Leave Requests Frequently Asked Questions	The purpose of this job aid is to answer frequently asked questions about Employee Self Service (ESS). Job Aid ESS-2.	05/14/19
Length of Service	The purpose of this job aid is to explain how to use the PT_BAL00 transaction to determine an employee’s length of service. Job Aid PER-18	10/13/18
LOA Checklist FMLA	The purpose of this job aid is to provide a checklist of items to be completed for employees on Family Medical Leave Act (FMLA). Job Aid PER-19	10/13/18
LOA Checklist Military Reserve Active Duty	The purpose of this job aid is to provide a checklist of all the things that must be done for Active Duty Reserve Military on LOA. Job Aid PER-20	10/13/18
LOA Checklist STD	The purpose of this job aid is to provide the steps that need to be completed for an employee going on shortterm disability. Job Aid PER-21	10/13/18
LOA Military RAD Workflow Chart	The purpose of this job aid is to provide a walkthrough of the workflow for military return to active duty. Job Aid PER-22	10/13/18
LOA Reinstatement Checklist Workers Compensation	The purpose of this job aid is to provide a checklist of things to be done when an employee returns to work after being out on workers’ compensation. Job Aid - PER-23	10/13/18
LOA Requirements	The purpose of this job aid is to outline an employee’s entitlements when out on Workers’ Compensation, Short-term Disability Leave – Pay Status, Short-term Disability – Regular, Family Medical Leave Pay, Family Medical Leave without Pay (LWOP), Military Return to Active Duty (RAD) – Pay Status and 30-day Calendar, and Extended Military Active Duty and other Military LWOP. It covers eligibility for items such as accrued leave, longevity, service credits, and health benefits. Job Aid PER-24	10/13/18
Logging on to the ESS Portal	Logging on to the ESS Portal	01/04/17
Maintain Text on Infotypes in PA	The purpose of this job aid is to provide instructions on how to add comments to Infotypes within the Integrated HR/Payroll System. Job Aid PER-25	10/13/18
Managing Gap Hours Comp Eligibility	The purpose of this job aid is to explain how to manage Gap hours for comp time eligibility. Job Aid OM-4.	12/13/18
Managing Holidays in the Integrated HR-Payroll System	The purpose of this job aid is to explain how to manage holidays in the Integrated HR-Payroll System. Job Aid TM-17.	01/11/19
Map NCAS Key to SAP	The purpose of this job aid is to provide a map for NCAS Keys to SAP. Job Aid OM-5.	12/13/18
Monitoring of Tasks (IT0019)	The purpose of this job aid is to provide general instructions for the creation/maintenance of an IT0019 (Monitoring of Tasks). It also includes a list of reasons and definitions of the tasks found on IT0019 that includes the duration of a task. Job Aid PER-26	10/13/18
MSS Special Leave 2013	To support Senate Bill 402, the OSC HR-Payroll team has configured a new absence type to allow Special Leave to be reported on employees’ time sheets...	08/13/13
Multivalue Error on Web Intelligence Reports	The #MULTIVALUE error occurs when the relationship between an attribute and its parent data element are broken in a report...	06/05/15
NCAS Screen Navigation Tips	NCAS Screen Navigation Tips...	08/14/20
NCAS Security - Password	NCAS Security - Passwords...	05/16/18
New Hire Action Guide	The purpose of this job aid is to explain how to determine if a New Hire action should be used vs. a Non-Beacon to Beacon action or a Reinstatement action. Job Aid PER-27	10/13/18
Newly Eligible QLE Form	You are now eligible for employer sponsored health coverage because of your change in working hours. Coverage will begin the first of the month following the effective date of the change in working hours.	05/21/18
Non Beacon to Beacon Action Guide	The purpose of this job aid is to explain how to employ or reemploy State employees who are not currently assigned an Integrated HR/Payroll System personnel number using the Non-BEACON to BEACON transaction. Job Aid PER-28	10/13/18
Non ESS W2 Reprint Process for Agencies	The purpose of this job aid is to explain how to process a W-2 reprint request from State Agencies. The first part of this document describes the process for requesting W-2 reprints for the years 2001-2008; the second part of the document describes the process for requesting W-2 reprints from OSC for the years prior to 2001. OSC contact information is provided at the end of this document. Job Aid PY-6.	03/06/20
Object Number List	The purpose of this job aid is to provide a list of object numbers by agency, with branches, and no branches. Job Aid OM-6.	12/18/18
OM Action Notes Template	A template established by OSC & OSHR that outlines the recommended comments for all Organization Management (OM) PCRs/Actions. This Excel template is a one-stop tool for providing definitions of the OM Actions, tips, and guidelines for entering the recommended comments specific to each action.	03/20/20
OM and PA Job Aid Changing Position Eligibility Settings	The purpose of this job aid is to explain how to change and who should change employee and position eligibility settings using PO13, ZOMA069, ZPAA076, and PA30. Job Aid PER-29	10/13/18
OM Business Workplace Dynamic Columns Layouts	The purpose of this job aid is to explain OM workflow and the OM Business Workplace Dynamic Columns and Layouts. Job Aid OM-8.	12/18/18
OM Business Workplace Overview Tree Functions	The purpose of this job aid is to explain the Overview Tree frame of the Business Workplace which is the working environment used for organizing and managing folders, documents, messages, distribution lists and objects. Job Aid OM-9.	12/28/18
OM Fields	The purpose of this job aid is to define the fields that are included in the Create New Position (position action 100) screens and tabs. The fields are listed in the order they display on the SAP screen, reading left to right from each row. Job Aid OM-10.	12/28/18
OM Infotypes	The purpose of this job is to provide a list and description of all OM infotypes. Job Aid OM-7.	12/18/18
OM Pay Plan	ZOMPAYPLAN is used to view pay plans...	04/24/13
OM Position Actions	The purpose of this job aid is to provide a description for each action along with the corresponding action code. Job Aid OM-12.	03/04/19
OM Tips and Tricks	The purpose of this job aid is to act as a companion to all Organizational Management-Business Process Procedures (OM-BPP). Reference this job aid prior to following any OM BPP instructions. Job Aid OM-13.	12/28/18
OM Workflow Inbox	The purpose of this job aid is to explain how the OM Workflow Inbox works.Job Aid OM-14.	01/02/19
OM Workflow Report	The purpose of this job aid is to explain how to run two OM workflow report transactions to locate an OM PCR, ZOM0178 and ZOMWFMON. Additionally, this Job Aid describes how to set variants and the Workflow Approval level codes. OM-23	04/02/19
OM Workflow Routing Process	The purpose of this job aid is to explain the OM Workflow Routing Process. Job Aid OM-15.	03/04/19
OM Workflow Steps in Approval Process	The purpose of this job aid is to show the SAP security roles required and required training related to OM Workflow Processing. Job Aid OM-16.	01/02/19
OM-PA Ticket Request Guide	The purpose of this job aid is to provide agencies templates of the required information for some of the most frequent Organizational Management and Personnel Administration ticket requests. This job aid also includes some helpful tips to facilitate ticket processing. Job Aid GN-9.	09/14/20
One-Time Deferral Guide	This job aid explains the one-time deferral process for 401K and 457 Deferred Compensation Savings Plans. Job Aid BEN-6.	06/16/20
Organizing Data With Sections and Breaks	Sections allow you to split report information into smaller, more comprehensible parts. Sections can be created from a column in Web Intelligence report or from a dimension...	06/05/15
OrgPlus Overview	The purpose of this job aid is to give an overview of the OrgPlus Enterprise System (OPE) which integrates with SAP to create Organizational Charts. Job Aid OM-3.	09/19/19
OrgPlus Quick Reference Guide	The purpose of this job aid is to provide a quick reference to tips and reminders for OrgPlus. Job Aid OM-22.	09/18/19
OSC HR-Payroll Time Sheet	OSC HR-Payroll Time Sheet. Job Aid TM-34.	03/06/19
PA Action Notes Template	A template established by OSHR that outlines the minimum standard for all Personnel Administration (PA) PCR/Action comments. This Excel template is a one-stop tool for providing definitions of the PA Actions/Reasons and guidelines for entering the required comments specific to each Action/Reason.	04/23/18
PA Actions Reasons Definitions	The purpose of this job aid is to provide a complete list of Actions and Reasons within the Integrated HR/Payroll System. Job Aid PER-30	05/15/20
PA Business Workflow Dynamic Columns & Layouts	The purpose of this job aid is to explain how dynamic columns and layouts work in the PA Business Workflow. Job Aid PER-32	10/01/18
PA Business Workflow Overview Tree Function	The purpose of this job aid is to explain the Overview Tree frame of the Business Workplace which is the working environment used for organizing and managing folders, documents, messages, distribution lists and objects. Job Aid PER-33	10/01/18
PA Change Log	The purpose of this job aid is to explain the purpose of and how to use the PA Change Log. Job Aid PER-34	10/02/18
PA Infotypes	The purpose of this job aid is to provide a list of Infotypes and Subtypes within the Integrated HR/Payroll System. Job Aid PER-36	10/26/18
PA Tips and Tricks	The purpose of this job aid is to be a companion job aid to the Personnel Administration-Business Process Procedures (PA-BPP). Job Aid PER-37	03/24/20
PA Workflow Inbox	The purpose of this job aid is to explain how the PA Workflow Inbox works. Job Aid PER-38	10/29/18
PA Workflow Process Monitoring Report	The purpose of this job aid is to explain the PA Workflow Process Monitoring Report and what information it provides. Job Aid PER-55.	03/17/20
PA Workflow Report	The purpose of this job aid is to explain how to generate the PA Workflow Report and how to set up an ALV Variant. Job Aid PER-56.	03/17/20
PA Workflow Routing Process	The purpose of this job aid is to show the routing for approval process for PA Workflow Actions. Job Aid PER-39	10/29/18
PA Workflow Steps in Approval Process	The purpose of this job aid is to show which OSC training classes are needed to receive PA-specific roles within the Integrated HR/Payroll System. Job Aid PER-40	10/29/18
Payroll FAQs	The purpose of this job aid is to answer frequently asked questions (FAQs) about payroll. Job Aid PY-7.	06/17/20
Payroll Financial Reconciliation Process	This document outlines a suggested standard payroll financial reconciliation guidance to compare these three separate reports which should all have the same total payroll expense amounts...	06/07/13
Payroll Overpayment Claim Process	The purpose of this job aid is to explain the overpayment/claim process. Job Aid PY-8.	06/17/20
Payroll Processing Infotypes	The purpose of this job aid is to describe payroll processing infotypes. Job Aid PY-9.	06/18/20
Payroll With Time Troubleshooting Quick Reference	Payroll With Time Troubleshooting Quick Reference...	12/30/16
Personnel Administration Quick Reference Guide	The purpose of this job aid is to provide a quick reference to infotypes and transaction codes related to personnel administration. Job Aid PER-31	09/28/18
Personnel Area Subarea	The purpose of this job aid is to provide a comprehensive list of personnel areas and subareas. Job Aid PER-41 and OM-17.	01/02/19
Position Hold Indicator	The purpose of this job aid is to explain two hold indicators that have been added to IT1007 (Display Vacancy) in PO13 and PO13D—OSHR Hold on position and Agency Hold on Position. Job Aid OM-18.	01/02/19
Position Overview Screen	The Position Overview screen is a “snapshot” of a position’s information...	11/09/09
PPOSE	The purpose of this job aid is to provide navigation tips for PPOSE in Org Management. Job Aid OM-21.	01/07/19
Preliminary Payroll Review	The purpose of this job aid is to explain the recommended preliminary payroll review process. Job Aid PY-10.	06/18/20
Print Confirmation Statement	Print Benefits Confirmation Statement...Job Aid BEN-7	10/11/18
Print Remuneration Statement	Agency has a requirement to print check stub information (remuneration statement)...	02/26/13
Processing Tax Exempt Withholding	The purpose of this job aid is to explain how to process tax exempt withholding in the Integrated HR-Payroll System. Job Aid PY-17.	09/14/20
Promotion Action Guide	The purpose of this job aid is to explain which actions to use for each type of promotion. Job Aid PER-52.	03/04/19
PT-ERL00 Liability Leave Time Evaluation Messages	The purpose of this job aid is to explain the Liability Leave Time Evaluation Messages viewable on transaction PT_ERL00. Job Aid TM-44.	06/19/20
Quota Correction Notes	The purpose of this job aid is to provide a description of each type of leave in the Integrated HR/Payroll System. Job Aid TM-20.	06/19/20
Quota Terms and Concepts	The purpose of this job aid is to define the terms and concepts related to quota management of time/leave entries in the Integrated HR/Payroll System. Job Aid TM-21.	05/01/20
Reading Your Pay Statement	The purpose of this job aid is to explain how to read and understand your pay statement. ESS-10	06/10/19
Recovering Advanced Leave	The purpose of this job aid is to explain the process for recovering advanced leave in the Integrated HR/Payroll System. Job Aid TM-22.	01/15/19
Recovering Liability Leave Owed	The purpose of this job aid is to explain how to recover liability leave owed in the Integrated HR/Payroll System. Job Aid TM-23.	06/19/20
Reinstatement from LOA Workers' Comp and Appointment Change	The purpose of this job aid is to explain how to reinstate an employee returning from Workers’ Comp LOA. This job aid also covers an Appointment Change Action when an employee returns part-time. Job Aid PER-42.	10/29/18
Reinstatement of Employee With Longevity Pay	The purpose of this job aid is to explain how to enter longevity when an employee has been reinstated and part of the employee’s longevity was paid out previously. This process also applies to an employee entered into the Integrated HR/Payroll System via a Non-BEACON to BEACON or a New Hire action, when an employee was paid partial longevity by the previous state entity. Job Aid PER-43.	03/26/19
Reinstatement Reemployment Action Guide	The purpose of this job aid is to explain how to handle a reemployment vs. a reinstatement. Job Aid PER-54.	03/06/19
Related Experience (IT9822)	The purpose of this job aid is to describe Infotype 9822/Related Experience, which tracks related work experience and related education. Job Aid PER-44	11/01/18
Remuneration Statement Explanation	The purpose of this job aid is to explain how to read the Remuneration/Pay Statement in the Integrated HR-Payroll System. Job Aid PY-14.	09/14/20
Salary Adjustment Action Guide	The purpose of this job aid is to explain how to use the Salary Adjustment action. Job Aid PER-45.	11/01/18
SAP Buttons	The purpose of this job aid is to provide a quick reference guide to SAP buttons in the Integrated HR-Payroll System. Job Aid GN-5.	08/17/20
SAP NCAS Crosswalk	SAP NCAS Crosswalk...	10/28/15
Security Role Assignments	The purpose of this job aid is to explain how to review the security roles and Workflow relationships related to Positions in the Integrated HR-Payroll System. Job Aid GN-7.	08/17/20
Selected Inquiry Screens	Selected Inquiry Screens...	08/14/20
Selected Tips for Agency System Management	Selected Tips for Agency System Management...	08/12/20
Separation Action Retirement Reason	The purpose of this job aid is to explain the steps to be taken when an employee files for retirement. Job Aid PER-46.	11/01/18
Severance Pay Calculations	The purpose of this job aid is to explain the steps to run ZSEV, Severance Pay Calculations. Job Aid PER-47.	11/01/18
Special Bonus FY19-20 and Vacation Rollover	The purpose of this job aid is to explain how Special Bonus FY19-20 may affect the calculation of vacation leave that would normally convert to Sick Leave on January 1. Job Aid TM-26.	09/16/19
Stop Holiday Premium	The purpose of this job aid is to explain how to stop holiday premium pay in the Integrated HR/Payroll System. Job Aid TM-24.	01/17/19
Temporary Pay Increase	The purpose of this job aid is to explain how to execute a Salary Adjustment for an employee receiving Acting Pay or a Salary Adjustment for a Temporary In-Range Job Change. Job Aid PY-13.	04/13/20
Time Admin Quick Reference Guide	The purpose of this job aid is to provide a quick reference to Attendance/Absence (A/A) Types, transaction codes and descriptions, a visual of the leave hierarchy for approved leave, daily work schedules for substitutions and a minutes/decimals conversion for time entry. Job Aid TM-31.	07/15/20
Time Approver	The purpose of this job aid is to explain the time approver process, transactions for time approvers, as well as provide a list of attendance/absence (A/A) types. Job Aid TM-32.	07/15/20
Time Entry Overview	The purpose of this job aid is to give an overview of time entry in the Integrated HR-Payroll System and describes positive time/actual pay, positive time/exception pay, and negative time pay. Job Aid TM-33.	07/15/20
Time Frequently Asked Questions	The purpose of this job aid is to answer frequently asked questions about Time. Job Aid TM-25.	09/16/19
Time Learning Lab 2012	Time Learning Lab 2012. Job Aid TM-45.	09/28/20
Time Learning Lab 2013	Points of Interest 2013 Highlights Advanced Leave Coming Soon Substitutions Reporting Tools Negative Balances Ahead in 2014	09/24/20
Time Recording and Employee Checklist	The purpose of this job aid is to provide an end-of-period checklist for time recording for time administrators. Job Aid TM-29.	01/30/19
Time Recording and Employee Separations	The purpose of this job aid is to explain time recording and employee separations and what the Time Admin needs to do. Job Aid TM-28.	01/30/19
Time Statement - ZNC Time	The purpose of this job aid is to explain how to access and read the time statement. Job Aid TM-36.	05/01/20
Time, Payroll, Accounting Integration Summary	The Time Management (TM) process is closely integrated with Payroll Administration and Financial Accounting (general ledger)...	10/03/13
Timesheet Icons in SAP CAT2	The purpose of this job aid is to provide a sample of and description of timesheet icons used in the Integrated HR/Payroll System. Job Aid TM-35.	02/22/19
Tips for Maintaining the HR Payroll System Cost Distribution Records	Changes to the distribution (IT1018) information such as fund and cost center that are back dated to a prior month cause reversing entries to occur in the HR/Payroll system that will be passed to NCAS through the payroll interface...	09/10/13
Total SubTotaling in WEBI Reports	You can create a sum based on a table column or more columns in a Web Intelligence report in Design mode...	06/05/15
Transfer Action Guide	The purpose of this job aid is to explain which transfer action to use with each type of transfer. Job Aid PER-51.	03/04/19
Transfer Process Checklist	The purpose of this job aid is to explain all the steps necessary to transfer an employee from one BEACON agency to another BEACON agency. Job Aid PER-48.	11/14/18
Unable to Access Business Objects	Problem: After clicking the Business Objects tab in the portal, one of the error screens below displays instead of the Business Objects launch pad screen. Cause: The login process is not working correctly, or the maximum number of licenses has been reached. Actions: Please send an e-mail to BEST Shared Services at Best@osc.nc.gov with a snapshot of your screen and request that a ticket be created. BEST should forward the ticket to the Functional SAP Portal Support team.	06/05/15
Veteran and Military Status (IT0077)	The purpose of this job aid is to explain the IT077 infotype which tracks information on military and veteran status and to monitor utilization of the Veteran’s Preference policy. Job Aid PER-49.	06/26/20
Voluntary Shared Leave Refund Calculator	The purpose of this job aid is to assist in calculating the number of Voluntary Shared Leave hours which are to be returned to active donors at a prorata basis at the end of the recipient's medical condition. If donor contributed 10% of the overall total, then active donor will receive 10% of the remaining balance. Inactive donors are not eligible. Prorated amounts not returned to inactive donors should be disbursed to remaining active donors. Job Aid TM-38.	02/27/19
VSL Quick Reference	The purpose of this job aid is to provide a quick reference plus tips and reminders for voluntary shared leave. Job Aid TM-39.	02/28/19
Wage Types List	The purpose of this job aid is to provide a comprehensive list of the long text name for Wage Types. Job Aid PY-15.	09/14/20
Wage Types Mapped to ORBIT	The purpose of this job aid is to provide a list of Wage Types reported to ORBIT. The Integrated HR-Payroll System to ORBIT interface is run monthly after the end of each month. Wages are reported under categories as defined by ORBIT. Job Aid PY-16.	09/14/20
Work Schedule Rule Finder	The purpose of this job aid is to explain the Work Schedule Rule finder search tool to find work schedules on IT0007 via the WSR Finder button. Job Aid TM-41.	02/28/19
Work Schedules	This job aid is intended to provide you with a listing of work schedules. Job Aid TM-19. To use the job aid: 1. Select the tab identifying the schedule for the individual. 2. Search for the appropriate schedule (days and hours) Note: The Notes column identifies agency specific schedules	04/24/19
Workers' Comp BEACON Actions and Reasons Summary Chart	The purpose of this job aid is to explain the actions, reasons, and benefits for each type of workers’ compensation situation. Job Aid PER-50.	11/15/18
Working Weeks	This job aid is intended to provide a listing of working weeks. Job Aid TM-40.	02/28/19
ZPAR012 Compare Annual Salary vs Budgeted Salary	The ZPAR012 report will show the positions and employees that are not the same...	10/11/10

Document Type: BPP (Business Processes and Procedures)
Title	Description	Updated
2013 Quota Correction Records	The purpose of this Business Process Procedure is to explain how to view a list of Infotype 2013 – Quota Correction records in the Integrated HR-Payroll System. BPP TM-62.	08/10/20
Appointment Change Action	The purpose of this Business Process Procedure is to explain how to complete an appointment change action in the Integrated HR-Payroll System. BPP PER-61.	03/19/20
Benefit Termination Letters (ZBNS013)	Agency Benefits Specialist needs to generate Benefit Termination Letter for employees who have separated employment or who have lost benefit eligibility...	09/29/16
Cancel Salary Adjustment Action	The purpose of this Business Process Procedure is to explain how to process a Cancel Salary Adjustment in the Integrated HR-Payroll System. BPP PER-63.	03/20/20
Career Progression Action	The purpose of this Business Process Procedure is to explain how to process a Career Progression in the Integrated HR-Payroll System. BPP PER-64.	03/20/20
CAT2 Record Time	The purpose of this Business Process Procedure is to explain how to enter time for employees using CAT2 in the Integrated HR-Payroll System. BPP TM-48.	05/29/20
CATS APPRLITE Approve Time Records	Time Approval or Rejection is required...	04/09/13
CATS_DA Display Working Time	Use this transaction to view BEACON time sheet data stored in the Cross Application Timesheet (CATS)...	04/09/13
Change Budget and Split Funding (IT9018)	Agency has received information that budget needs to be changed and that their funds need to be split...	09/11/13
Change Cost Center and Internal Order (IT1018)	Need to look up and change infotype 1018 and 9018 to check cost distribution...	10/16/13
Change Cost Distribution Legislative Increase	Transaction PO13 is used by the Fund Approver to correct fund, cost center, internal order, and fund splitting percentages...	09/11/13
Change Evening Shift Premium (IT9008)	Use this document to change the Evening Shift Premium for a Position...	12/04/15
Change Holiday Payout Period (IT9006)	Use this document to change the Holiday Payout Period for a Position...	12/04/15
Change Holiday Premium Rate (IT9010)	Use this document to change the Holiday Premium Rate for a Position...	01/11/16
Change Night Shift Premium (IT9007)	Use this document to change the Night Shift Premium for a Position...	12/04/15
Change Overtime Compensation (IT9005)	Use this document to change the Overtime Compensation settings for a Position...	10/29/15
Change Position Address	The address of a position needs to be changed...	12/10/12
Change Position Callback Rate (9012)	Use this document to change the Position Callback Rate for a Position...	01/11/16
Change Position Comp Level (Action 118)	Position Competency Level change needed for Career Banded Or Skilled Based Pay (SBP) positions only...	09/05/12
Change Position County (Action 122)	This transaction is used to change the assigned county of a position...	12/10/12
Change Position Employee Group/Subgroup (Action 116)	There is a need to change the position employee group or employee subgroup...	09/26/13
Change Position Extended Duty Rate (IT9016)	Use this document to change the Extended Duty Rate for a Position...	01/11/16
Change Position Infotype	There is a need to enter new information on a position...	12/10/12
Change Position On-Call Rate (IT9011)	Use this document to change the On-Call Rate for a Position...	01/11/16
Change Weekend Shift Premium (IT9009)	Use this document to change the Weekend Shift Premium for a Position...	01/11/16
Change Working Week Hours (Action 115)	There is a need to change the working week hours on a position...	09/09/13
Changing an Action Prior to Submitting to Workflow	A position action request has been created, but not submitted to workflow, and changes need to be made to the request...	05/06/15
Continuation of Benefits During Leave of Absence (ZBNS008)	Agency Benefits Specialist needs to notify employees on Leave of Absence of continuation options for benefits...	09/29/16
Copying Notes from the PCR to Infotypes	The purpose of this Business Process Procedure is to explain how to copy notes from the PCR to Infotypes. BPP PER-57.	03/17/20
Cost Distribution Salary Change for Legislative Increase	Transaction PO13 is used by the Fund Approver to correct fund, cost center, internal order, and fund splitting percentages...	09/11/13
Council of State Holidays	The purpose of this Business Process Procedure is to explain Subtype ZCOS, Holiday Council of State, on IT2012 in the Integrated HR-Payroll System. BPP TM-49.	05/29/20
Create New Position (Action 100)	A new position is needed...	12/10/12
Create Selection Variant	The purpose of this business process procedure is to explain how to create and use variants in the Integrated HR-Payroll System. BPP GN-3.	08/17/20
Create Time Specification Employ Period	The purpose of this Business Process Procedure is to explain how to create time specification/employ periods in the Integrated HR-Payroll System. BPP PER-58.	03/17/20
Creating Delimiting Reserve on Wage Maintenance (IT0052)	The purpose of this Business Process Procedure is to explain how to create and/or maintain reserve balances on Infotype 0052 – Wage Maintenance in the Integrated HR-Payroll System. BPP PER-59.	03/18/20
Demotion Action	The purpose of this Business Process Procedure is to explain how to process a Demotion Action in the Integrated HR-Payroll System. BPP PER-65.	03/23/20
Display Bank Information Infotype 0009	Perform this procedure when you need to view an employee's direct deposit information...	02/26/13
Display One Time Payment Deductions Infotype 0015	Use the procedure to view a one-time deduction or payment that is either deducted from an employee's pay or paid to an employee...	02/26/13
Display or Change Position Descriptions (IT1002)	The descriptions saved on a position need to be reviewed or updated...	05/06/15
Display Participation Overview	The purpose of this business process procedure is to explain how to display an overview of your enrollment in various benefit plans. ESS-12 BPP.	06/11/19
Display Position Budgeted Salary (IT9018)	Budgeted Salary information on a position is needed...	09/11/13
Display Position Cost Distribution	Cost distribution information on a position is needed...	09/11/13
Display Position Relationships (IT1001)	The user wishes to display the relationships this position has with other organizational objects, such as organizational unit, job, person, or the workflow approval relationships...	10/01/13
Display Position Vacancies in OM (IT1001)	The user wishes to display the vacancy status of a position...	10/01/13
Display Recurring Payment Deduction Infotype 0014	Use the procedure to view a recurring deduction or payment that is either deducted from an employee's pay or paid to an employee...	01/10/12
Display Team Calendar	The purpose of this Business Process Procedure (BPP) is to explain how to access and use the team calendar in the Integrated HR-Payroll System. BPP MSS-10.	07/23/19
Displaying HR Master Data for Benefits (PA20)	There is a need to display various Benefit infotype records on a personnel number, such as Insurance Plans or Savings Plans...	12/04/12
Division Agency Approver Inbox	A workflow item has been placed in your SAP Inbox for Division or Agency approval...	08/26/13
Eligible Employees Participation Report (HRBEN0071)	A report is needed to display benefit eligibility participation for one or more employees...	09/29/16
ESS Display Leave Forms	The purpose of this BPP is to explain how to access leave forms in the Integrated HR/Payroll System. ESS-3 BPP.	05/21/19
ESS Quota Overview	The purpose of this job aid is to explain how to access the Time Quota Overview in the Integrated HR/Payroll System. ESS-4 BPP.	05/22/19
ESS Release Working Time	The purpose of this job aid is to explain how to release working times in the Integrated HR/Payroll System. ESS-6 BPP.	05/22/19
ESS Submit Leave Request	The purpose of this job aid is to explain how to submit a leave request in the Integrated HR/Payroll System. ESS-7 BPP.	05/22/19
Financial Report for Payroll Posting (ZFIR018)	As part of the validation process for posting payroll, the agency should run ZFIR018...	11/17/14
Health Plan Not Yet Enrolled Letter (ZBNS012)	Agency Benefit Specialist creates a system generated letter for employees who have not yet enrolled in a health plan...	09/29/16
Identifying Employees with Positive Wages Greater than 90 Days and/or Negative Wages Crossing Calendar Years in a Payoll Run	Use this procedure to identify employees with positive wages > (greater than) 90 days and/or negative wages crossing calendar years in a payroll run...	03/08/13
Investigatory With Pay Action	The purpose of this Business Process Procedure is to explain how to process an Investigatory with Pay Action in the Integrated HR-Payroll System. BPP PER-66.	03/23/20
IT9023 Change Position Type	The type data of a Position needs to be changed (emergency position, essential position, etc.)...	02/25/13
LOA General	The purpose of this Business Process Procedure is to explain how to process a Leave of Absence in the Integrated HR-Payroll System. BPP PER-67.	03/24/20
LOA Military	The purpose of this Business Process Procedure is to explain how to process a Leave of Absence for military in the Integrated HR-Payroll System. BPP PER-68,	03/24/20
LOA Short Term Disability	The purpose of this Business Process Procedure is to explain how to process a Leave of Absence for Short Term Disability in the Integrated HR-Payroll System. BPP PER-69.	03/24/20
LOA Workers' Comp	The purpose of this Business Process Procedure is to explain how to process a Leave of Action for Workers’ Compensation in the Integrated HR-Payroll System. BPP PER-70.	03/26/20
Maintain Bank Details Information IT0009	Use this procedure when the employee is hired and/or the employee has an update to his or her banking details (e.g. a new bank account for their direct deposit)...	08/29/12
Maintain HR Master Data	The purpose of this Business Process Procedure is to explain how to maintain HR master data to correct a mistake on an employee’s master record in the Integrated HR-Payroll System. BPP PER-60.	03/18/20
Maintain Recurring Payment Deductions Infotype 0014	Use this procedure to enter a recurring deduction or payrment that is either deducted from an employee's pay or paid to an employee...	02/26/13
Maintain Team Substitutions	The purpose of this Business Process Procedure (BPP) is to explain how to maintain shift substitutions in the Integrated HR-Payroll System. BPP MSS-4.	07/18/19
MSS My Team Approve Leave Requests	The purpose of this Business Process Procedure (BPP) is to explain how to approve leave requests in the Integrated HR-Payroll System. BPP MSS-2.	07/18/19
MSS My Team Approve Working Times	The purpose of this Business Process Procedure (BPP) is to explain how to approve work time in the Integrated HR-Payroll System. BPP MSS-1.	07/16/19
MSS Reminder of Dates	The purpose of this Business Process Procedure (BPP) is to explain the Reminder of Dates page and its use in the Integrated HR-Payroll System. BPP MSS-7.	07/18/19
New Hire Action	The purpose of this Business Process Procedure is to explain how to process a New Hire Action in the Integrated HR-Payroll System. BPP PER-71.	06/26/20
New Hire Action National Guard	The purpose of this Business Process Procedure is to explain how to process a new hire action – National Guard in the Integrated HR-Payroll System. BPP PER-72.	03/27/20
Non Beacon to Beacon Action	The purpose of this Business Process Procedure is to explain how to process an action where a person is transferring from a non-Beacon agency to a Beacon agency. BPP PER-73.	06/26/20
One Time Payment Deductions Infotype 0015	Use the procedure to enter a one-time deduction or payment that is either deducted from an employee's pay or paid to an employee...	02/26/13
PA Workflow Approval	The purpose of this Business Process Procedure is to explain the PA Workflow Approval process in the Integrated HR-Payroll System. BPP PER-62.	03/19/20
PA Workflow Funding Approver Inbox	The purpose of this Business Process Procedure is to explain how to review, approve, or reject the funding and/or salary on a position related to the Personnel Change Request (PCR) in the Integrated HR-Payroll System. BPP PER-85.	05/13/20
PA30 Pre-SAP Absence Adjustment	To enter any leave types during the March dates in the conversion/go-live overtime period to allow the system to make the overtime calculation correct...	04/09/13
PA30 Pre-SAP work Time Adjustment	To adjust the time worked hours for pre-SAP for impacted employees...	04/09/13
PA61 Advanced Leave	The purpose of this Business Process Procedure is to explain how to enter Advanced Sick leave or Advanced Vacation leave in the Integrated HR-Payroll System. TM-57	06/26/20
PA61 Change Working Schedule	The purpose of this Business Process Procedure is to explain how to change an individual’s work schedule in the Integrated HR-Payroll System. BPP TM-58.	06/29/20
PA61 Quota Adjustments	The purpose of this Business Process Procedure is to explain how to manually manage adjustments to an employee’s quota in the Integrated HR-Payroll System. BPP TM-50.	05/29/20
PA61 Received Shared Leave Donor	The purpose of this Business Process Procedure is to explain how to record the leave an employee is donating to another employee who has been approved to participate in the Voluntary Shared Leave program in the Integrated HR-Payroll System. BPP TM-51.	05/29/20
PA61 Received Shared Leave Recipient	The purpose of this Business Process Procedure is to explain how to process an employee receiving leave donations in the Integrated HR-Payroll System. BPP TM-52.	05/29/20
PA61 Shift Substitutions	The purpose of this Business Process Procedure is to explain how to enter a substitute for an employee who is unable to work their shift. BPP TM-53.	05/29/20
Participation Overview (HRBEN0006)	When benefit information for an individual is required...	09/29/16
Participation Report (HRBEN0072)	A requirement to display employees participating in specified benefit plans on a given date or during a certain period of time...	09/29/16
PC Pay Result Display	Use this procedure to display payroll results information for one or more employees...	06/24/14
PC00M10CLJN Display Payroll Journal	Use this procedure to generate a payroll journal. Perform this procedure once payroll has been run...	02/26/13
PC00M99CWTR Wage Type Reporter	Use this procedure when you want to evaluate payroll results based on specific wage types...	03/16/17
PO10 Display Organizational Unit Infotypes	There is a need to display various infotype master data for any Organizational Unit object...	02/25/13
PO10 Maintain Charge Object Assignments	A charge object assignment to an Organizational Unit needs to be maintained...	04/09/13
PO13 Change Position Working Title	The working title of a Position needs to be changed...	02/25/13
PO13D Display Security Roles for Position	You need to research which security roles a position has...	02/25/13
PPOSE Display Organizational Unit Infotypes	There is a need to display various infotype data on an organizational unit...	02/25/13
PPOSE Display Position Data	There is a need to display infotype master data for a Position object...	02/25/13
PPOSE Find Position Relationships	This transaction is used to display position relationships established for an Org unit and job...	02/25/13
PPOSOLD Display Organizational Structure in a Graphical Interface	There is a need to display the organizational structure in a simple view, either with or without staff assignments displayed...	02/25/13
Print Confirmation Statement (HRBEN0015)	This job aid explains how to print the Benefits Confirmation Statement. BEN-7	07/20/18
Promotion Action	The purpose of this Business Process Procedure is to explain how to process a promotion in the Integrated HR-Payroll System. BPP PER-74.	04/02/20
PT50 Display Deductions From Quota Entitlements	Transaction PT50 – Quota Overview provides the overview of quota types for an employee. The overview includes the Entitlements, Remaining Balances, Requested, and Compensation for each quota type. Requested will display the deductions from the quota entitlements. TM-54	06/26/20
PT66 View Time Evaluation Results	There is a need to view an employee's Time Evaluation results...	04/09/13
PTERL00 Time Evaluation Messages Display	The purpose of this Business Process Procedure is to explain how to use the TIME Evaluation Error Messages transaction in the Integrated HR-Payroll System. TM-56	06/26/20
PTFMLA Processing FMLA Events	The purpose of this Business Process Procedure is to explain how to enter an FML transaction in the Integrated HR-Payroll System. BPP TM-47.	05/08/20
PUOC10 Off Cycle Workbench	Use this procedure to display an employee's payroll history...	06/25/14
Quota Balance Overview For Supervisors	The purpose of this Business Process Procedure (BPP) is to explain how to access and use the Quota Balance Overview in the Integrated HR-Payroll System. BPP MSS-6.	07/18/19
Range Revision Action	The purpose of this Business Process Procedure is to explain how to process a Range Revision in the Integrated HR-Payroll System. BPP PER-75.	04/13/20
Reallocate Position (Actions 103 - 108 and 121)	A position is assigned to a different level and Job classification...	07/06/15
Reallocation Action	The purpose of this Business Process Procedure is to explain how to process a Reallocation in the Integrated HR-Payroll System. BPP PER-76.	04/13/20
Reinstatement Action from LOA Workers' Comp	The purpose of this Business Process Procedure is to explain how to process a Reinstatement/Reemployment from Workers’ Comp in the Integrated HR-Payroll System. BPP PER-77.	04/14/20
Reinstatement Reemployment Action for Separation	The purpose of this Business Process Procedure is to explain how to process a Reinstatement/Reemployment action from Separation in the Integrated HR-Payroll System. BPP PER-78.	06/26/20
Reinstatement Reemployment Action from LOA	The purpose of this Business Process Procedure is to explain how to process Reinstatement/Reemployment Action from LOA in the Integrated HR-Payroll System. BPP PER-79.	04/20/20
Reinstatement Reemployment for National Guard	The purpose of this Business Process Procedure is to explain how to reinstate/reemploy National Guard members in the Integrated HR-Payroll System. BPP PER-86.	06/19/20
Reporting Employee Daily Meals Expense Compensation	Per IRS Publication 5137 – Fringe Benefit Guide, reimbursements received by an employee who travels on business outside of the area of his/her tax home (defined in IRS Publication 5137) may be excludable from wages. Qualifying expenses for travel are excludable if they are incurred for temporary travel on business away from the general area of the employee’s tax home. To be excludable as reimbursements, the travel must be temporary and be substantially longer than an ordinary day's work, requiring an overnight stay or substantial sleep or rest.	03/18/19
Reporting Employee Moving Expense Reimbursements	Moving expenses are defined as the reasonable cost of moving household goods and personal effects from a former residence to a new residence and traveling from the former residence. State agencies must follow the relocation guidelines in the State Budget Manual to pay employee moving expenses.	04/09/19
RERHDESC10 Display Job Infotypes	This transaction is used to display Job, Job Branch, and Job Family infotypes that are in either active or planned status...	02/25/13
RERHDESC10 Display Position Infotypes Multiple Selections	This transaction is used to display position infotypes that are in either active or planned status...	02/25/13
RERHDESC10 Display Position Infotypes Single Selection	This transaction is used to display position infotypes that are in either active or planned status...	02/25/13
Run a Report in the Background	The purpose of this business process procedure is to explain how to run a report in the background in the Integrated HR-Payroll System. BPP GN-4.	08/17/20
Run Time Leveling Report	The purpose of this Business Process Procedure (BPP) is to access and use the time leveling report in the Integrated HR-Payroll System. BPP MSS-9.	07/19/19
Run Working Time Report	The purpose of this Business Process Procedure (BPP) is to explain how to access and use the Working Time Report in the Integrated HR-Payroll System. BPP MSS-8.	07/18/19
SAHR61016493 Organizational Structure Report	Organizational Structure Report...	02/25/13
SAHR61016532 Infotype Reporting	A user would like to run a report for a given infotype for one or more positions...	02/25/13
Salary Adjustment Action	The purpose of this Business Process Procedure is to explain how to process a Salary Adjustment in the Integrated HR-Payroll System. BPP PER-80.	04/22/20
Security Change Request Procedures	The purpose of this business process procedure is to explain how to create, submit, and monitor security change requests in the Integrated HR-Payroll System. BPP GN-6.	08/17/20
Separation Action	The purpose of this Business Process Procedure is to explain how to process a Separation Action in the Integrated HR-Payroll System. BPP PER-81.	04/23/20
Separation Pay Continuation Action	The purpose of this Business Process Procedure is to explain how to process a separation with pay continuation action in the Integrated HR-Payroll System. BPP PER-84.	05/13/20
Suspension Action	The purpose of this Business Process Procedure is to explain how to process a suspension in the Integrated HR-Payroll System. BPP PER-83.	05/04/20
Time Statement for a Chosen Period	The purpose of this job aid is to explain how to view and print the Time Statement for a Chosen Period in the Integrated HR/Payroll System. ESS-8 BPP.	06/16/20
Time Statement Mass Print	The purpose of this Business Process Procedure is to explain how to print a mass time statement print job. BPP TM-61.	08/10/20
Transfer Action	The purpose of this Business Process Procedure is to explain how to process a Transfer action in the Integrated HR-Payroll System. BPP PER-82.	04/24/20
Transfer Position (Action 113)	There is a need to move an existing position from one Organizational Unit to another Organizational Unit within an Agency...	08/21/13
Updating Absence Deductions	The purpose of this Business Process Procedure is to explain how to update absence deductions in the Integrated HR-Payroll System. TM-59	06/26/20
W-2 and W-2c Help	Employees with ESS access can elect to print their W-2/W-2c electronically instead of receiving a mailed paper copy. Job Aid ESS-1. The State of North Carolina must comply with specific Internal Revenue Service (IRS) regulation (26CFR 31.6051-1) to issue electronic W-2s, and employees must provide their consent to receive an electronic W-2 instead of a paper copy. Advantages to obtaining your W-2 online include quicker access to your tax information, an online feature that will be more secure than receiving your information in the mail, and you can access the information at your convenience. Election consent for on-line W-2s made January 1st through December 31st will be effective for that same year’s W-2. Example: Election consent made January 1, 2018 through December 31, 2018 will be effective for 2018 W2s. Election consent made January 1, 2019 through December 31, 2019 will be effective for 2019 W-2s. Election of consent is valid until the end of time unless consent is removed. The process to remove consent is the same process to give consent. If an employee that has given consent to receive electronic forms separates, the system will revert to sending the employee a paper copy of their W-2/W-2c because the employee will no longer have access to Employee Self Service. The purpose of this business process procedure is to explain how to print a W-2/W-2c in the Integrated HR/Payroll System. ESS-11 BPP.	06/10/19
Working With Your Favorites Folder	The purpose of this business process procedure is to explain how to manage your Favorites folder in the Integrated HR-Payroll System. BPP GN-8.	08/18/20
ZPTA030 Load Charge Objects	An agency has a need to record and report on time entries related to agency specific charge objects...	04/09/13

Document Type: Report Description (BOBJ only)
Title	Description	Updated
B0003 Salary Increase Monitoring Report	The purpose of this report description is to explain how to generate the Salary Increase Monitoring Report. B0003	05/21/19
B0007 Disabled Employee Analysis	The purpose of this report description is to explain the Disabled Employee Analysis Report and how to generate it in the system. Report Description B0007.	07/06/20
B0011 Participating Employees With Benefit Plans	The purpose of this report description is to explain the Participating Employees with Benefit Plans report and how to generate it in the system. Report Description B0011.	09/22/20
B0012 Employee Range Revisions and Reallocations	The purpose of this report description is to explain the Employee Range Revisions and Reallocations report and how to generate it in the system. B0012	04/05/19
B0013 Compensation Modeling	The purpose of this report description is to explain the purpose of and how to generate the Compensation Modeling report. B0013	04/09/19
B0016 Paid Parental Leave	The purpose of this report description is to explain how to generate the Paid Parental Leave report. B0016	11/21/19
B0019 Employee Action Duration	The purpose of this report description is to explain the purpose of and how to generate the Employee Action Duration Report. B0019	04/09/19
B0024 Comprehensive Job Data	The purpose of this report description is to explain the purpose of and how to generate the Comprehensive Job Data report. B0024	04/10/19
B0026 Employee Pay by Quartile	The purpose of this report description is to describe and explain how to generate the Employee Pay by Quartile report. B0026	01/21/20
B0028 Payroll Financial Postings Analysis	The purpose of this report description is to describe the Payroll Financial Postings Analysis report and how to generate it in the system. B0028	08/08/19
B0029 EEO Planning by Org Structure	The purpose of this report description (B0029) is to describe the EEO Planning by Org Structure report and how to generate it in the system. This report provides demographic information such as ethnic origin and gender along with EEO and State SOC Categories. The report displays organizational structure data by Personnel Area, State SOC Category, State SOC Subcategory and Job. B0029	08/22/19
B0030 Position and Employee Competency Level Compare	The purpose of this report description (B0030) is to explain how to generate and use the Position/Employee Competency Level Compare (Banded) report in the Integrated HR-Payroll System. This reports shows the Competency (Pay Level) settings along with other relevant Pay attributes for Employee, Job, and Position for Banded Pay Types. This report is used to compare the Competency Level settings on Employee and Position for Banded pay types so that corrective action may be taken when discrepancies are found. B0030	08/22/19
B0031 Staffing by Occupational Category	The purpose of this report description is to explain how to generate and use the staffing by occupational category report, B0031. This report shows Equal Employment Opportunity (EEO) demographics by Personnel Area and SOC Category. The demographics represent counts and percentages for Total Employees, New Hires, and Promotions. The report is useful in analyzing various characteristics such as race/gender as it relates to various factors. It is used to make comparisons by Personnel Area, SOC Category, Employees, New Hires and Promotions. The report is useful in analyzing decisions related to internal equity and any disparity in Percentages Represented by Employees, New Hires and Promotions.	08/22/19
B0032 Employee Appointed Exempt Designation	The purpose of this report description is to explain how to generate and use the Employee Appointed Exempt Designation report. Report Description B0032.	09/22/20
B0034 Employee Grievance Data	This report lists all Grievance Issues filed by active employees. It includes all associated detail for each grievance basis along with status information such as informal and formal steps taken. Provides jump to 'B0022: Comments' report.	06/20/19
B0036 Employee Asset Assignment	The B0036: Employee Asset Assignment report provides a list employees who have objects on loan for the organizational unit selected. Examples of objects on loan are State ID badge, office keys, equipment, state credit card, etc. This report can be used to track the agency assets that have been assigned to employees for the org unit specified. It can be used after hiring a new employee to verify that all asset assignments have been entered into the system correctly. It can also be run to identify objects on loan for a separating employee, to be used as a checklist to ensure that all assets have been returned prior to the employee’s final day.	09/10/15
B0037 Employee Personal Data	The B0037: Employee Personal Data report provides a list employees who are currently active within the organizational unit selected. This report provides personal details about an employee such as home address, emergency contact information and birth date. This report can be used to obtain the permanent addresses for employees if there is a need to mail information to employees’ home addresses. It can be used to obtain emergency contact information for an individual employee or for all employees within an org unit in the event of a disaster or a state of emergency. This report contains date of birth, so it can be used in circumstances where there is a business need to gather this information for a group of employees. The report also contains only the month and day of birth date, and it can be used to compile a birthday list for employees within an org unit.	12/08/16
B0039 Employee Licenses, Certifications and Registrations	B0039: Employee Licenses, Certifications & Registrations report counts the total number of employees holding specific licenses and the total number of expired licenses by org unit. This report counts the total number of employees holding specific licenses and the total number of expired licenses by org unit. This report is used to monitor the validity of required licenses, certifications and registrations that employees need for their job functions.	07/09/15
B0040 Employee Performance Rating Salary	The B0040: Employee Performance Rating & Salary report provides a list of active employees within the organizational unit selected, along with each employee’s performance rating and salary as of the end of the year cycle selected. This report can be used to obtain the list of performance ratings for the organizational unit specified to view the ratings have been entered for the employees within the organizational unit specified. This report can be used to determine if a supervisor has completed the ratings for the employees within his/her unit, or if there are missing entries for specific employees.	04/18/16
B0042 Employee Turnover	Report Description: This report shows Separations counts, Turnover rates, and Active employee counts by Personnel Area or Job Family for each of the following Separation Categories: • Voluntary • Involuntary • Retirement • Transfers This report also provides an Extended Analysis of Internal versus External Transfers. Additional demographics can be added to the report to analyze turnover by Gender, Ethnicity, Age Range, etc. B0042	05/03/18
B0042-1 Employee Separations and Transfers	This report shows employee action detail and action counts for Separations and Outbound Transfers. This report can be used to examine action detail of Separations and Outbound Agency Transfers for validation of metrics on the ‘B0042: Employee Turnover’ report.	12/06/16
B0043-D Turnover From State Government Last 12 Months	The purpose of this report is to describe and explain how to generate the Turnover Analysis report in the Integrated HR-Payroll System. Report Description B0043.	07/07/20
B0044 Work Communication Data	The B0044: Work Communication Data report provides a list of work mailing addresses for positions within the organizational unit selected. This report also provides employee information with some personal details about an employee such as name, date of birth, ethnic origin and gender. This report can be used to verify employee addresses and telephone numbers listed in the employee directory. This report can be used to obtain the position mailing addresses for employees if there is a need to mail information to employees’ work addresses. This report contains date of birth, so it can be used in circumstances where there is a business need to gather this information for a group of employees.	10/05/17
B0047 Benefit Health and Insurance Plan Costs	The purpose of this Report Description is to explain how to show all employees who are participating in specified benefit plans in the Integrated HR-Payroll System. Report Description B0047.	09/21/20
B0049 IT Expenditure Report	The B0049 IT Expenditure Report lists the positions for Information technology (IT) job classes for each agency. The report lists each position's agency, FTE, budgeted salary and employer costs for OASDI, HI (Medicare), Retirement and Health Insurance. This report is used annually to provide budgeted employee and employer costs for IT positions statewide. It can also be used for to determine costs for IT positions for budget funding and/or human resource planning purposes. This report can be used to identify positions in the IT job family (90000004 and 91000011) within the org unit specified. The report can be used to compare the employee’s annual salaries with the budgeted salaries for the IT positions within the org unit specified.	01/24/17
B0050 Grievance Data	The purpose of this report description is to explain how to generate the crystal report B0050. Report Description B0050.	10/22/20
B0051 Disciplinary Warnings	Report provides list of employees who have received a warning. This report is used to monitor and track the status of disciplinary warnings for active employees.	08/09/18
B0054 Time to Fill Positions within the Selected Date Range	This report lists only positions that were filled within the selected date range, and it calculates how many days it took to fill them. It provides the number of days vacant and the number of workdays vacant for each position that was filled within the selected date range.	03/22/18
B0055 Retirement Eligibility Analysis	The purpose of this report is to describe and explain how to generate the Retirement Eligibility Analysis dashboard in the Integrated HR-Payroll System. Report Description B0055.	10/23/20
B0057 Grievance Overview	The purpose of this Report Description is to explain how to generate the grievance overview report in the Integrated HR-Payroll System. Report Description B0057.	10/22/20
B0059 Grievance Summary	The purpose of this Report Description is to explain how to generate information on Grievances within the Integrated HR-Payroll System. Report Description B0059.	10/22/20
B0061 Legislative Increase Detail	The purpose of this Report Description is to explain how to get legislative increase details in the Integrated HR-Payroll System. Report Description B0061.	09/21/20
B0063 LI Position Summary	The purpose of this Report Description is to explain how to obtain position summary information related to legislative increases in the Integrated HR-Payroll System. Report Description B0063.	09/21/20
B0064 Estimated Longevity Eligibility Length of Service	This report provides a list of employees who have achieved at least 10 years of creditable service, and are eligible to receive a longevity payment within 12 months of the date the report is executed. The Office of State Human resources longevity policy states that full-time and parttime (20 hours or more) permanent, probationary, trainee and time-limited employees are eligible for longevity pay. This report can be used to determine the estimated longevity for eligible employees within an org unit for a 12 month period, rather than performing manual calculations. The amount of estimated longevity is calculated by multiplying the employee’s salary by the longevity percentage rate based on the employee’s length of service as of the date the report is executed. The percentage rate increases as the employee completes 10, 15, 20, and 25 years of service. This report can be used for budgeting, to estimate and plan salary and longevity payments for a 12 month period for a specified org unit(s).	09/26/17
B0065 Employee Retirement Eligibility With Leave Balances	The purpose of this Report Description is to explain how to generate information on employment retirement eligibility in the Integrated HR-Payroll System. Report Description B0065.	10/22/20
B0067 NCAS vs SAP Crosswalk	This report shows the components of the North Carolina Accounting System (NCAS) cost distribution that have been cross-walked to the SAP system. It shows the budget code (SAP fund application), Fund Type (NCAS -GASB), SAP Fund, Funding Source, Cost Center, Order Number, NCAS Financial Key. The NCAS to SAP crosswalk information will be included on this report if position(s) have been budgeted for the cost center in SAP.	02/21/19
B0068 Labor Report	The B0068: Labor Report provides overall employee totals and totals by gender for employees who are active within the organizational unit and calendar month/year specified. This report can be used to obtain the workforce employee totals required by the Employee Security Commission. This report can be used to see at-a-glance totals for employees who work in specific organizational unit(s). This report can be used to compare employee totals as of specified calendar months/years for an organizational unit or units. The report would need to be run separately for each date needed. The totals for each report can then be compared to determine the trends in the size of the workforce by gender for organizational unit(s) over time.	03/03/16
B0072 Severance Pay Calculations	The purpose of this Report Description is to explain how to generate a severance pay calculations report in the Integrated HR-Payroll System. Report Description B0072.	10/22/20
B0075 Position FTE For IT and Non IT Classes	The B0075 Report lists the total number of Full Time Equivalent (FTE) positions, with totals broken out for Information technology (IT) and Non-IT job classes for each agency. This report is used to supplement the annual B0049 IT Expenditures report to provide IT Costs and position counts per agency. This report can be used to identify the number of FTE IT and Non-IT positions for the org unit specified for human resource planning purposes.	01/24/17
B0077 Position Attributes	The B0077 Position Attributes report displays details about active positions with cost center, fund application, budget amount, and total position full-time equivalents (FTEs). This report can be used to view a list of positions and funding information for specified organizational unit(s). It can be used for organizational management, budget and funding planning for positions within organizational units. By adding additional data elements to the report from the available objects menu, the report can be used to verify and compare position settings across many similar positions.	03/12/18
B0079 Service Award Eligibility	The purpose of this Report Description is to explain how to generate a service award eligibility report in the Integrated HR-Payroll System. Report Description B0079.	10/22/20
B0080 Last Employee Action in Effect as of Selected Date	This report shows Last Employee Action in Effect as of Selected Date. This report shows the most current action (to date) on an employee. This report is used to provide a list of employees and their last action as of a specified date, along with additional details such as action effective date and original hire date. It can be used to answer simple questions such as “Which employees are currently on LOA?” or “Which employees have not had a promotion since being hired?”	01/12/17
B0082 Retroactive Position Time Setting changes Details	The purpose of this Report Description is to explain how to see details about retroactive position time setting changes in the Integrated HR-Payroll System. Report Description B0082.	09/22/20
B0083 Position Eligibility Settings	This report displays Position Eligibility Settings such as Time Settings, EEO Designations and Job Information.	08/27/20
B0086 Supplemental Staff Estimated Assignment End Date	This report shows a list of Supplemental Staff within the Org Unit and their Estimated Assignment Date as of current month. This report is used to provide a list of Supplemental Staff within the Org Unit and their Estimated Assignment Date as of current month. Report is used to monitor Supplemental Staff assignment maximum end date. This report provides a list of Supplemental Staff with estimated assignment end date not to exceed 12 months.	09/12/16
B0088 Employee Salary Analysis	This report provides an active employee salary analysis compared to banded or graded salary ranges statewide across agencies and contains three reporting views. The first report tab (Employee Salary Analysis) shows detail salary info per employee compared to Job salary ranges. The second report tab (Salary Analysis By Occupied Job) shows a summary of employee count and average employee salary per Job compared to each job’s salary range. The third report tab (Employee Distribution by Salary Range) shows a summary of employee counts and their distribution across the different employee salary ranges. Analyze employee salary equity across organizational units. Use Compa Ratio Rate to evaluate, either at a summary or detail level, how employee salaries compare to others within their specific job market.	08/09/18
B0089 General Turnover Metrics	This report identifies the turnover percentage rate and separation percentage rate by agency. The report contains the following rate calculations: Transfer Rate % Separation Rate % Total Turnover Rate % (the previous 2 combined) Separation Rate % for 0 to 2 Yr EEs Separation Rate % for 2+ to 3 Yr EEs Separation Rate % for 0 to 3 Yr EEs (previous 2 combined)	02/21/19
B0095 Employee by Personnel Area	This report lists active employees by personnel area/contract type. . Additional data elements include demographics and position detail. This report is used to provide a list of employees with their relevant employment details. It is meant to be a general all-purpose employee list and with the use of filtering and navigation can have a number of specific uses depending on department needs. Below are a few common examples: List of employees by Org unit, Division or Section List of employees by employee group (i.e, list of all EPA employees) List of employees within a specific job Birthday list	08/27/20
B0096 Supervisor Relationships	This report lists supervisor positions, and the positions and employees who report to them, for the organizational unit and calendar month/year selected. The employee information, including organizational unit, name, position, job, and salary is also included if the position is filled. B0096	05/15/20
B0098 Time to Process Separations Metrics	The B0098 Time to Process Separations Metrics report compares the effective date of the employee separation action to the date it was processed to determine whether the change was processed retroactively or not, and if so, by how many days.	02/21/19
B0099 Employee Deadline Dates	The B0099: Employee Deadline Dates report lists employee deadline or end dates for various tasks and deadline types. Available objects include position and supervisor information.	12/13/18
B0104 Vacant Positions Report	This report lists vacant positions for a specified date range, along with their budgeted salaries and the number of days the positions have been vacant. This report can be used to view all vacancies and the budgeted salary and number of days vacant for each vacancy, to determine and plan for possibly hard to fill positions. This report can be used for organizational management, budget and funding planning for positions within organizational units.	01/25/18
B0112 Positions Vacant Filled Comparison By Count and Percent Report	This report is used by agencies to compare the count of vacant vs filled positions by Organizational Unit. This report also provides the percentage of vacant positions by organizational unit. This report is used to compare the overall percentage and count of filled vs vacant positions. When viewed by organizational unit it can help identify which organizations are understaffed or having difficulty recruiting/retaining staff. This report when it is made available to the legislatures or media will help to compare the number of positions vacant vs filled of a month with an earlier month or year before.	01/25/18
B0112D Positions Vacant Filled Comparison Current Month	The B0112-D Positions Vacant-Filled Comparison dashboard report displays totals of all positions for the current calendar month for all State agencies by funding source; totals are also broken out by job family for the funding source selected. This dashboard report provides at-a-glance totals and percentages of vacant and filled positions. The pie chart shows the number and percentage of vacant and filled positions statewide by funding source. The stacked chart shows the number and percent of vacant and filled positions by funding source by job family.	06/05/17
B0115 Employees Below Job Minimum & Above Job Maximum	This report provides a list of employees below Job Minimum and a list of employees above Job Maximum and contains two reporting views. The first report tab represents employees whose FTE Annual Salary is below the Job Minimum Pay. The second report tab represents employees whose FTE Annual Salary is above the Job Maximum Pay. Agencies should run this report to monitor for employees not being paid at Job Minimum or are outside the Job Maximum.	12/01/16
B0117 Active Position Counts	This report shows SPA, EPA, and Supplemental/Judicial full-time equivalent position counts for the organizational unit(s) and calendar month/year selected. This report can be used to gather “at-a-glance” Full-time Equivalent (FTE) counts for organizational units as needed. It is broken down into Subject to the Personnel Act (SPA), Exempt from the personnel Act (/EPA), and Supplemental/Judicial categories, so it can be used to quickly identify which organizational units have positions within these categories, along with the count for each category.	01/25/18
B0119 Employee Education Verification	B0119: Employee Education Verification report lists active employees' credentials. This report is used to monitor whether or not employees education qualifications have been verified. The report provides the verification status and if the verification has not been completed in time, the report displays how many days have elapsed since the hire date.	12/13/18
B0139 Employee Salary Actions with Budget Detail	This report shows employee salary actions and budget detail corresponding with the action Effective Date. Budgeted and salary amounts shown are based on the funding percent designated by the Cost Distribution for the position. Budget information includes Fund, Application of Fund, Funding Source, and Cost Center.	04/17/18
B0145 Positions by Statutory Exemption Type	The B0145 Positions by Statutory Exemption Type report displays Statutory Exempt Type positions with Employee details and Employee salary amount. This report can be used to view a list of positions with statutory exemptions by type along with employee details for specified organizational unit(s). It can be used for organizational management, budget and funding planning for statutory exempt positions within organizational units.	01/25/18
B0149 Positions by Funding Source	The B0149 Positions by Funding Source report shows the position, funding information. It shows position, funding source, fund, application of funds, cost center, employee salary, and total budget amt. This report also shows position full-time equivalent (FTE) counts. This report can be run to view a list of positions with funding information for specified organizational units, so it can be used for budget funding planning for positions. The report can be used to compare the employee’s annual salaries with the budgeted salaries of the positions within the org unit specified.	01/25/18
B0149-1 Summary Positions by Funding Source	The B0149-1 Summary Positions by Funding Source report shows a summary of positions, Full Time Equivalent (FTE) counts and employee and budgeted salary by application of fund, funding source, fund, application of funds, NCAS account and cost center. This report can be used to view of cost of salaries and position and FTE counts allocated by funding source for specified organizational unit(s), so it can be used for budgetary funding planning for positions within organizational units. The report can be used to compare the sum of the employee’s annual salaries with the budgeted salaries of the positons within the org unit(s) specified.	01/25/18
B0151 Eligible Employees Not Enrolled Report	This report shows the employees who are eligible for specified benefit plans but not enrolled as of selected Calendar Month/Year by Personnel Area, Employee Group, Employee Subgroup, Original Hire Date and Plan. This Report is associated with two reporting Views. The Summary Reporting tab provides the summary of Number of Employees by Plan.	08/27/20
B0152 Retroactive Position Time Setting Changes Metrics	This report displays metrics derived from retroactive position time settings that are pay-impacting, for the organizational unit and calendar month/year interval selected. Metrics are displayed in the ranges of <30 days, 30-59 days and >59days. This report can be used as a monitoring tool to evaluate retroactive position time setting changes which impact employee pay. This report helps the agencies narrow down at the Org Unit level where the retroactive position setting time setting changes were done and helps them take corrective action if necessary.	01/25/18
B0153 Time to Process LOA Metrics	The B0153 Time to Process LOA Metrics report compares the effective date of the employee’s leave of absence action to the date it was processed to determine whether the change was processed retroactively or not, and if so, by how many days. The report contains the following calculations: Processed On Time 1 - 29 Days Retro 30 - 59 Days Retro >59 Days Retro **Total Transactions	02/21/19
B0155 Current Public Info with Last Action	The purpose of this Report Description is to explain how to access the current public Info with last action report in the Integrated HR-Payroll System. Report Description B0155.	10/22/20
B0161 Employee Head Count Over Time	The B0161: Employee Headcount Over Time shows employee headcounts over one or more time periods. Free characteristics include demographics and employee pay information. This cross tab report shows employee headcounts over one or more time periods. Available Objects include demographics and employee pay information. This report can be used to compare employee counts over different months to measure employment fluctuations and trends.	01/25/18
B0163 Disabled EE Actions BI	The purpose of this report description is to explain how to show a summary of actions for all employees in an organizational unit in the Integrated HR-Payroll System. Report Description B0163.	06/30/20
B0164 I-9 Employment Verification and Residence Status	The purpose of this Report Description is to explain how to generate employee information for I-9 residence status in the Integrated HR-Payroll System. Report Description B0164.	09/21/20
B0165 Job Attributes	The B0165 Job Attributes report displays detail about selected job(s), including job min/max/ref information, within organizational units. This report can be run to view of list of job classifications within an organizational unit. The report can be used to compare the job classifications statewide to job classifications within a specific agency. In order to compare, the B0165-1 Job Attributes without Org Unit would also need to be run for the same job classification(s). The results from these two reports would then need to be compared manually. This report lists all jobs with or without any associated positions.	05/03/18
B0165-1 Job Attributes Without Org Unit	The B0165-1 Job Attributes without Org Unit report displays detail about selected job(s), including job min/max/ref information, without organizational units. This report can be run to view of list of job classifications statewide. The report can be used to compare the job classifications statewide to job classifications within a specific agency. In order to compare, the B0165 Job Attributes would also need to be run for the same job classification(s) for the specified organizational unit(s). The results from these two reports would then need to be compared manually. This report lists all jobs with or without any associated positions.	05/03/18
B0170 Agency EEO Plan (Fixed Format)	This report compares an agency’s work force to the NC population and the NC occupation specific labor force by State SOC Subcategory, State SOC Category and All Occupations and is associated with three reporting views. (The NC population and labor force are defined through the most recent US census data.) The reporting tab ‘Employee Distribution’ compares an agency’s work force to the NC population and the NC occupation specific labor force by State SOC Category or Subcategory. The reporting tab ‘Agency Total’ compares an agency’s overall work force data to the NC population and the NC all occupations specific labor force by demographic groups. This tab provides an overall agency view of workforce by demographics. The reporting tab ‘Job Opening Estimates Form’ compares an agency’s work force to the NC population and the NC occupation specific labor force by State SOC Category or Subcategory. This tab is intended for Agencies to use for their annual EEO goal planning. It includes a section for agencies to manually enter their Employment Objectives (once exported to Excel).	10/25/18
B0171 Population/Work Force Standard Reports (Fixed Format)	This report compares an agency’s/university’s work force to the NC population by State SOC Subcategory, State SOC Category and All Occupations and is associated with three reporting views. The first reporting tab compares an agency’s/university’s work force to the NC population by State SOC Subcategory. (The NC population and labor force are defined through the most recent US census data.) This report tab includes demographic information such as race and gender. The second reporting tab compares an agency’s/university’s work force to the NC population by State SOC Category. (The NC population and labor force are defined through the most recent US census data.) This report tab includes demographic information such as race and gender. The third reporting tab compares an agency’s/university’s overall work force data to the NC population by demographic groups (such as race and gender). This report tab provides an at-a-glance look at an agency’s/university’s workforce by demographics. This report is useful in analyzing the composition of an agency’s/university’s work force and determining underutilization. This report is useful in determining the distribution of employees in an agency’s/university’s work force. This report is useful in EEO planning to help create a more diverse workforce. This report is useful in a general comparison of an agency’s/university’s overall work force by demographic groups (such as race and gender). This report is used for a quick overview of an agency’s/university’s overall work force by demographics.	01/27/17
B0176 Statewide EEO Reports (Fixed Format)	This report compares state government’s overall work force to the NC population and the NC occupation specific labor force by State SOC Category and is associated with two reporting views. The first reporting tab {B0176) compares state government’s overall work force to the NC occupation specific labor force by State SOC Category. (The NC population labor force is defined through the most recent US census data.) This report includes demographic information such as race and gender. This second reporting tab (B0177} compares state government’s overall work force to the NC population by State SOC Category. (The NC population is defined through the most recent US census data.) This report includes demographic information such as race and gender. This report is useful in analyzing the composition of state government’s work force and determining underutilization statewide. This report is useful in determining the distribution of employees in state government’s work force statewide. This report is useful in analyzing the composition of state government’s work force and determining underutilization statewide. This report is useful in determining the distribution of employees in state government’s work force.	01/25/17
B0178 EEO Reports Federal (Fixed Format)	This report compares an agency’s work force to the NC occupation specific labor force by Federal Category. This report includes demographic information such as race and gender. Also this report compares an agency’s overall work force to the NC population by demographics (such as race and gender). This report provides an at-a-glance look at an agency’s total work force by demographics. This report is useful in analyzing the composition of an agency’s work force and determining underutilization. This report is useful in determining the distribution of employees in an agency’s work force. This report is useful in EEO planning to help create a more diverse work force. This report is useful in a general comparison of an agency’s overall work force by demographic (such as race and gender). This report is used for a quick overview of an agency’s overall work force by demographics.	11/29/18
B0180 EEO-4	The purpose of this Report Description is to explain how to generate a report with demographic information such as ethnic origin and gender. Report Description B0180.	10/22/20
B0185 LOA Actions With Absences	The B0185: LOA Actions with Absences Shows Employee Leave Of Absence (LOA) Actions and Time Entry corresponding to the LOA period. This report can be used to help monitor timesheet data entry in the BEACON HR/Payroll system while an employee is on a Leave Of Absence (LOA) event. This report provides an input control which can be used to isolate records where time other than leave has been recorded during an LOA event. Generally, entries that are not leave related will cause an error in the time evaluation process. This report provides visibility to the erroneous records. See the “Special Report Considerations/Features” section for further information on how to use the input control tool. This report provides statistics such as the number of LOA events within a period and total hours of LOA with and without pay.	01/24/17
B0192 Employee Generational Diversity Summary	The B0192: Employee Generational Diversity Summary dashboard displays the number of employees by generational diversity categories for employees’ subject to and exempt from the State Personnel Act.	04/05/18
B0194 Positions Vacant - Filled	The purpose of this job aid is to explain the layout and how to access the Positions Vacant – Filled report in the Integrated HR/Payroll System. Report Description B0194.	07/15/20
B0201 Quota Balances with Estimated Cost	This report displays the ending quota balances for one or more employees on a specified day within the current or three prior months. It also displays a cost estimate for each quota based on a calculated hourly rate. Agencies use this report to project expected payouts for employees who are retiring or separating for other reasons.	12/07/18
B0202 Comp Time Aging	The purpose of this Report Description is to explain how to run the Comp Time Aging report in the Integrated HR-Payroll System. Report Description B0202.	09/22/20
B0203 Time Overview by Employee	The purpose of this job aid is to explain how to generate the Time Overview by Employee report to show used quota types. Report Description B0203.	09/27/19
B0204 Total Timesheet Exceptions CATS vs 2001 2002 BI Report	The purpose of this job aid is to explain how to generate the Time Timesheet Exceptions report to monitor discrepancies caused by transfer errors. Report Description B0204.	09/27/19
B0205 Time Leveling Exceptions Report	The purpose of this job aid is to explain how to generate the Time Leveling Exceptions report to monitor discrepancies between planned working time and time entered. B0205	09/27/19
B0206 Holiday Activity	The B0206 Holiday Activity report displays the amount of holiday time accrued, used and moved to Holiday Comp during a selected date range within the current or three prior months.	07/06/17
B0207 Time Entry Other Than 9300 on Specified Holiday	The purpose of this job aid is to explain how to generate the Time Entry Other Than 9300 on Specified Holiday. Report Description B0207.	09/27/19
B0208 Late Approvals	This report displays time that has been approved more than a specified number of dates after the release date	08/15/19
B0209 Late Timesheets	This report displays time that has been released, and not approved, more than a specified number of dates after the work date. This report is applicable only for employees that enter time through ESS. Agencies use this report to determine which EE's are not submitting their time within the acceptable time frame. Best practice is to release time weekly. Failure to record and release time in a timely manner may impact an EE's accruals or quota balances.	04/11/16
B0210 Adverse Weather Liability	The purpose of this Report Description is to explain how to generate information on outstanding liability leave in the Integrated HR-Payroll System. This report displays outstanding Liability Leave. Columns represent each future month and the total number of hours set to age out in that month per employee. Users have the ability to display hours by day for a more detailed report.	10/22/20
B0211 VSL Eligibility by Start Date	This report displays employees with a Voluntary Shared Leave (VSL) eligibility period that begins and ends during a specified date selection. This report is used to determine employees who may receive leave donations for selected VSL eligibility periods.	06/19/16
B0212 VSL by Receiver	The purpose of this Report Description is to explain how to generate the VSL by Receiver report which displays by recipient the hours donated and from whom in the Integrated HR-Payroll System. Report Description B0212.	09/21/20
B0213 Time Quota Compensation Payouts	This report displays the hours and associated quota that will be paid out in the next payroll that were created using IT0416. It also displays a cost estimate for each quota based on a calculated hourly rate.	05/18/18
B0214 VSL by Donor	The purpose of this Report Description is to explain how to generate a report of voluntary shared leave by donors in the Integrated HR-Payroll System. B0214	09/17/20
B0215 FMLA Overview	This report provides information about total amount of FMLA leave, when eligibility begins and ends, the number of hours used, number of hours remaining, number of weeks used and number of weeks remaining. Agencies will be able to monitor FMLA events and track the hours and weeks associated with the event	06/23/16
B0216 VSL Estimated Cost Summary by Agency	This report shows the Received Shared Leave hours, hours donated to Shared Leave, and the associated hours estimated cost by agency. This report complies with Section 3 of Session Law 2010-139. The State Personnel Commission is required to report annually on the Voluntary Shared Leave program for the prior fiscal year on or before October 15th each year. OSHR will be able to track and monitor the VSL Hours Donated, Received, and Used with the Estimated Cost of the VSL Hours by Agency.	06/23/16
BP001 Position History	This report provides a consolidated historical view of converted PMIS action and Integrated HR/Payroll System action history for all the position, employee, and fund related actions of a single specified position.	02/21/19
BP002 Employee History	The purpose of this job aid is to explain how to generate the Employee History Report. Report Description BP002.	09/27/19
BP004 Employee History Lookup	This report provides basic employment information and a hyperlink to the BP002: Employee History report. Data returned is based on Last4 SSN and Last Name provided for prompt during report execution. Provides an employee lookup to obtain the personnel number for executing BP002: Employee History report.	11/03/15
BP006 Employee Action Summary	This report shows employee action count summary by Personnel Area, Organizational Unit, Action Type for a specified Effective Date range or Processed Date range and includes BEACON actions and converted PMIS actions. Provide action count to management Monitor action activity by Org Unit for trending and analysis	12/17/16
BP007 Public Information Individual Employee	This report provides the complete public information history for an individual employee. It includes all BEACON actions and converted PMIS actions that have been designated as "Public Information". Agencies can run this report and distribute as required to provide the complete public information history for an individual employee.	04/13/16
BP038 Employee Head Count By Org Structure	The BP038: Employee Headcount by Org Structure shows employee headcounts over a single month time period. Free characteristics include demographics and employee pay information besides Employee veteran status and military status. This report shows employee headcounts over a single month time period. This report counts the total number of active employees with a break down by SPA/EPA, Supplemental/Judicial as of the end of the calendar year/month specified. This report extracts employees from IT0001 in SAP ERP, or from the PMIS Employee snapshot data. Data from PMIS is available for any month from the years 2000 to 2007/2008 (to Beacon go-live date) for the Beacon agencies, and from 2000 to 2011 for University SPA employees. It lists the number of employees for the organizational unit selected as of the end of the calendar month/year specified. This report provides information on veteran status, military status, different veteran types and a veteran summary. This report provides employee headcount by ethnicity and salary range. Review Available Objects if additional fields are required. Available Objects include demographics and employee pay information.	02/22/18
BP113 Position Actions	This report displays all SAP and converted PMIS position actions that occurred during a specified time period. Agencies will use this for monitoring purposes to report number and types of position actions being processed. PCR numbers are provided as a cross reference to identify particular action information.	01/25/18
BP150 Employee Lookup for Public Information	The purpose of this Report Description is to explain how to generate a list of all employees and their current information based on a single Last Name lookup in the Integrated HR-Payroll System. Report Description BP150.	09/22/20
BP179 Employee Action Detail	This report shows employee action detail & action count for a specified Effective Date range or Processed Date range and includes BEACON actions and PMIS converted actions. Provides jump to B0022: Comments report. Action Monitoring: Approved PCR matches information in system View to see if comments are attached Provide specific action information as needed Who is completing the actions	06/08/16
BP250 Employee Lookup		10/23/20

OSC Training Classes are now online

HR-Payroll System Help Documents