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Payroll Reports

Running WEB Reports

If you cannot scroll through pages/down the page of a WEB report, you may need to run the report in a different browser. IT Services recommends using Chrome. More information about supported browsers is available in the IT Knowledge Base.

Instructions for logging in to reports and exporting data is available on the Running Web & Crystal Reports page.
Crystal Reports software is not required to run the web report templates.


Payroll Report Templates

Capture Payroll Details by Org or Fund WEB Report

File Capture Payroll Details by Org or Fund CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2014-05-14

Description:
Displays all Payroll related transaction details for a specified fiscal year and for a range of fiscal periods. Does not contain previous month balance forwards. Displays data in raw format (normally used for exporting purposes).

Report Help:
Capture Payroll Details [.pdf]

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- Org code or Fund code
- Org level

View Information [for Crystal Report]
View: FG.Payroll.Distribution
View Help: Payroll Distribution [.pdf]

Payroll Details by McGill ID WEB Report

File Payroll Details by McGill ID CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all Payroll related transaction details for a single employee for a specified fiscal year and a range of fiscal periods. Data is grouped by Account code.

 

Report Help:
Payroll Details by McGill ID [.pdf]

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- McGill ID

View Information [for Crystal Report]
View: FG.Payroll.Distribution
View Help: Payroll Distribution [.pdf]

 

 

Payroll Encumbrance Statement WEB Report

File Payroll Encumbrance Statement CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all Payroll related encumbrances for a specified fiscal year. Does not contain the names of the individuals related to the encumbrance.

Report Help:
Payroll Encumbrance Statement [.pdf]

Prompting Query Fields:
- Fiscal year
- Fund code

View Information [for Crystal Report]
View: FG.Transactions.Det.Incl.Genl
View Help: Transaction Details - Include General Ledger [.pdf]

Multi Period Payroll Details WEB Report

File Multi Period Payroll Details CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all payroll transaction details in a fund for a range of fiscal year(s) and fiscal periods. Data is grouped by Account code. Does not contain previous month balance forwards.

Report Help:
Multi Period Payroll Details [.pdf]

Prompting Query Fields:
- Fund code
- Starting fiscal year and period
- Ending fiscal year and period

View Information [for Crystal Report]
View: FG.Payroll.Distribution
View Help: Payroll Distribution [.pdf]

Payroll Details by FFM WEB Report

File Payroll Details by FFM Crystal Report

Description

Last modified:
2016-07-18

Description:

This report generates a summary of salaries and benefits paid to the employee(s) by fund number for a specified fund holder, transaction start and end dates.  The data is grouped by fund number, and then by the individuals who were paid off that fund.

To run the report, refresh and enter the following parameters:
• Fund Holder’s McGill ID
• Transaction start date
• Transaction end date

To view further details of the transactions for a particular employee, double-click on any data field for that person and the following will be displayed: position number, suffix, pay year, pay frequency, pay number, sequence number, transactions date, document number, amount, and FOAPAL string.

Notes:
1. If no data is displayed after the report is run, it is possible that there were no salaries/benefits incurred for the transactions dates specified.
2. When comparing the payroll details from the attached report with the payroll details run from the Multi Period Grant Details, the total payroll amount may differ.  This could be due to:

  • a. Non-Insured Benefits Pool (NIBP) credits processed through finance on account code 600071; and/or
  • b. Work Study credits processed through the Student Aid Office on a “6” account code; and/or
  • c. Any journal processed through finance affecting the salary account codes.

3. This report does not include Banner Student Aid (BSA) payments to students.