HR-Payroll System Help Documents

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 

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. 

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.

Purpose: See a list of Temporary employees with a Stability/Coverage Period that includes a specific key date...

Agency Cost Center Cross Walks..

The purpose of this job aid is to provide a list of all attendance and absence types and a description. Job Aid TM-3. 

This job aid details the infotype screens utilized by the Benefits module in the Integrated HR/Payroll System.  Job Aid BEN-5

This job aid shows all the Benefit Program Groupings and their respective FPG or SP codes. Job Aid BEN-4 

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...

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.

The purpose of this job aid is to define each of the Business Workplace Button functions. Job Aid PER-2

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. 

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.

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. 

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

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.

Clearing Cache in the Internet Explorer Browser...

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.

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

The purpose of this job aid is to provide a list of counties and their associated codes. Job Aid OM-1. 

The Fund Approver must approve a PCR for the creation of a new position that requires the Cost Distribution infotype to be created/updated...

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.

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 

The purpose of this business process procedure is to explain how to display your pay statement in the Integrated HR/Payroll System. ESS-9

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.

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.

The purpose of this job aid is to define all employee groups and subgroups. Job Aid PER-9 and OM-3. 

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. 

OM Reports Quick Reference Card

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. 

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...

Use this document to View your Work Communication Data...

The purpose of this job aid is to explain how to record working time in the Integrated HR/Payroll System. Job Aid ESS-5.

Use this document to view and print monthly Time Statements in ESS...

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.

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

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

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.

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...

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

Reports that are saved under and employee’s personal folders, ‘My Favorites”, are only accessible to that employee and the technical administration team...

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.

You can use transaction ZOM0178 or ZOMWFMON to locate an OM PCR or group of OM PCRs...

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.

In Design mode, you can change the appearance of a table in WEBI to show each row of the table in alternating colors...

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. 

The purpose of this job aid is to explain the eligibility, accrual, usage, and payout of incentive leave – Quota 29. Job Aid TM-13. 

The purpose of this job aid is to give step-by-step instructions for running the report, PC00_M02_LINFO.  Job Aid PER-17

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. 

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. 

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

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

The purpose of this job aid is to provide a walkthrough of the workflow for military return to active duty. Job Aid PER-22

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

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

The purpose of this job aid is to explain how to manage holidays in the Integrated HR-Payroll System. Job Aid TM-17. 

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

The #MULTIVALUE error occurs when the relationship between an attribute and its parent data element are broken in a report...

NCAS Screen Navigation Tips...

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

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

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. 

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

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.

The purpose of this job is to provide a list and description of all OM infotypes. Job Aid OM-7. 

The purpose of this job aid is to provide a description for each action along with the corresponding action code. Job Aid OM-12.

The purpose of this job aid is to explain how the OM Workflow Inbox works.Job Aid OM-14. 

The purpose of this job aid is to explain the OM Workflow Routing Process. Job Aid OM-15. 

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. 

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...

The purpose of this job aid is to provide a quick reference to tips and reminders for OrgPlus. Job Aid OM-22. 

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.

The purpose of this job aid is to explain how dynamic columns and layouts work in the PA Business Workflow. Job Aid PER-32

The purpose of this job aid is to explain the purpose of and how to use the PA Change Log. Job Aid PER-34

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

The purpose of this job aid is to explain the PA Workflow Process Monitoring Report and what information it provides. Job Aid PER-55.

The purpose of this job aid is to show the routing for approval process for PA Workflow Actions. Job Aid PER-39

The purpose of this job aid is to answer frequently asked questions (FAQs) about payroll. Job Aid PY-7. 

The purpose of this job aid is to explain the overpayment/claim process. Job Aid PY-8. 

Payroll With Time Troubleshooting Quick Reference...

The purpose of this job aid is to provide a comprehensive list of personnel areas and subareas. Job Aid PER-41 and OM-17.

The Position Overview screen is a “snapshot” of a position’s information...

The purpose of this job aid is to explain the recommended preliminary payroll review process. Job Aid PY-10. 

Agency has a requirement to print check stub information (remuneration statement)...

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. 

The purpose of this job aid is to explain the Liability Leave Time Evaluation Messages viewable on transaction PT_ERL00.  Job Aid TM-44. 

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.

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. 

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.

The purpose of this job aid is to explain how to handle a reemployment vs. a reinstatement. Job Aid PER-54. 

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. 

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. 

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.

Selected Tips for Agency System Management...

The purpose of this job aid is to explain the steps to run ZSEV, Severance Pay Calculations. Job Aid PER-47.

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.

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. 

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. 

Time Learning Lab 2012. Job Aid TM-45. 

The purpose of this job aid is to provide an end-of-period checklist for time recording for time administrators. Job Aid TM-29. 

The purpose of this job aid is to explain how to access and read the time statement. Job Aid TM-36.

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.

You can create a sum based on a table column or more columns in a Web Intelligence report in Design mode...

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.

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. 

The purpose of this job aid is to provide a quick reference plus tips and reminders for voluntary shared leave. Job Aid TM-39.

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. 

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

This job aid is intended to provide a listing of working weeks. Job Aid TM-40.

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.

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. 

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. 

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. 

The purpose of this Business Process Procedure is to explain how to display working times in the Integrated HR-Payroll System. BPP TM-64. 

Need to look up and change infotype 1018 and 9018 to check cost distribution...

Use this document to change the Evening Shift Premium for a Position...

Use this document to change the Holiday Premium Rate for a Position...

Use this document to change the Overtime Compensation settings for a Position...

Use this document to change the Position Callback Rate for a Position...

This transaction is used to change the assigned county of a position...

Use this document to change the Extended Duty Rate for a Position...

Use this document to change the On-Call Rate for a Position...

There is a need to change the working week hours on a position...

Agency Benefits Specialist needs to notify employees on Leave of Absence of continuation options for benefits...

Transaction PO13 is used by the Fund Approver to correct fund, cost center, internal order, and fund splitting percentages...

A new position is needed...

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.

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.

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...

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.

Cost distribution information on a position is needed...

The user wishes to display the vacancy status of a position...

There is a need to display various Benefit infotype records on a personnel number, such as Insurance Plans or Savings Plans...

A report is needed to display benefit eligibility participation for one or more employees...

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.

The purpose of this job aid is to explain how to submit a leave request in the Integrated HR/Payroll System. ESS-7 BPP.

Agency Benefit Specialist creates a system generated letter for employees who have not yet enrolled in a health plan...

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.

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.

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.

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)...

Use this procedure to enter a recurring deduction or payrment that is either deducted from an employee's pay or paid to an employee...

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. 

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.

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...

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.

The purpose of this Business Process Procedure is to allow agencies to adjust time worked hours for any employee who recorded too many or not enough hours during conversion. This is a one-time entry only valid on 4/1/2008. BPP TM-66. 

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.

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. 

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. 

A requirement to display employees participating in specified benefit plans on a given date or during a certain period of time...

Use this procedure to generate a payroll journal. Perform this procedure once payroll has been run...

There is a need to display various infotype master data for any Organizational Unit object...

The working title of a Position needs to be changed...

There is a need to display various infotype data on an organizational unit...

This transaction is used to display position relationships established for an Org unit and job...

This job aid explains how to print the Benefits Confirmation Statement. BEN-7

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

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

Use this procedure to display an employee's payroll history...

A position is assigned to a different level and Job classification...

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.

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.

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. 

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.

This transaction is used to display Job, Job Branch, and Job Family infotypes that are in either active or planned status...

This transaction is used to display position infotypes that are in either active or planned status...

Organizational Structure Report...

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.

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. 

The purpose of this Business Process Procedure is to explain how to process a suspension in the Integrated HR-Payroll System. BPP PER-83.

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. 

The purpose of this Business Process Procedure is to explain how to print a mass time statement print job. BPP TM-61. 

There is a need to move an existing position from one Organizational Unit to another Organizational Unit within an Agency...

2020 W2 Instructions. 

The purpose of this job aid is to provide instructions on how to sign up to receive electronic W-2c and to answer some frequently asked questions. Job Aid ESS-1. 

The purpose of this job aid is to answer frequently asked questions about W-2s. Job Aid ESS-13. 

The purpose of this business process procedure is to explain how to print a W-2/W-2c in the Integrated HR/Payroll System. BPP ESS-11. 

An agency has a need to record and report on time entries related to agency specific charge objects...

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. 

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

The purpose of this report description is to explain how to generate the Paid Parental Leave report. B0016 

The purpose of this report description is to explain the purpose of and how to generate the Comprehensive Job Data report. B0024

The purpose of this report description is to describe the Payroll Financial Postings Analysis report and how to generate it in the system. B0028
 

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

The purpose of this report description is to explain how to generate and use the Employee Appointed Exempt Designation report. Report Description B0032. 

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.  

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. 

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

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. 

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. 

The purpose of this report description is to explain how to generate the crystal report B0050. Report Description B0050. 

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.

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. 

The purpose of this Report Description is to explain how to get legislative increase details in the Integrated HR-Payroll System. Report Description B0061. 

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). 

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.

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. 

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. 

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?”

The purpose of this Report Description is to explain how to display position eligibility settings in the Integrated HR-Payroll System. Report Description B0083. 

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.   

The purpose of this Report Description is to explain how to obtain a list of employees by personnel area in the Integrated HR-Payroll System. Report Description B0095. 

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.

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. 

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. 

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. 

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. 

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. 

The purpose of this Report Description is to explains how to generate a report of employees who are eligible for benefits but have not enrolled. Report Description B0151. 

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

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.

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. 

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. 

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.

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.

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. 

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. 

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. 

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. 

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.

The purpose of this Report Description is to explain how to run a report that displays time that has been approved late. Report Description B0208. 

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.

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. 

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 

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.

The purpose of this job aid is to explain how to generate the Employee History Report. Report Description BP002. 

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 

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. 

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. 

The purpose of this Report Description is to explain how to lookup employee information in the Integrated HR-Payroll System. Report Description BP250.