Procedure Manual Peoplesoft Version 9.2 Running Processes and Reports
Procedure Manual Peoplesoft Version 9.2 Running Processes and Reports
Table of Contents
Process/Report Steps
Each process/report is run in a similar manner. Below are the steps to run a process/report. More specific
instructions for the steps follow the list below.
Run Control ID
The first time a process/report is run in PeopleSoft, a Run Control ID must be established. The Run Control ID is
simply an identifier so that PeopleSoft can recognize which process/report is being run. The first time a
process/report is run, the following must take place:
Using the Departmental Leave Reports as an example, the following window will display.
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Table of Contents Running Processes and Reports PeopleSoft Procedure Manual v9.0
The Run Contril ID page will default to Find an Existing Value. Click on the Add a New Value folder tab to set up
a new Run Control ID.
Enter a name that meets your needs best. In the example below, the process is named ‘Dept_Lv_Rpt.’ Do not use
special characters in the name. Only letters, numbers, and the underscore character should be used. Click on Add.
After the Run Control ID has been established, you can choose Search when running the process/report, as shown
on the previous page.
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Table of Contents Running Processes and Reports PeopleSoft Procedure Manual v9.0
Complete all required fields. Each report is different and some reports will not have any input required.
Click on Run.
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Table of Contents Running Processes and Reports PeopleSoft Procedure Manual v9.0
The Description section will vary depending on the process being run. At least one option in the description area
must be highlighted; however, most processes/report will only have one option listed. If there is more than
process/report option in the description area, you may select one or all of the options. Each option selected will be
included in process/report output.
3. Format: Select PDF. Some processes/reports will also return data files in the output; however, PDF is still
the Format to select.
4. Distribution: Click on this link to allow other end users access to the output. The following page will
display.
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Table of Contents Running Processes and Reports PeopleSoft Procedure Manual v9.0
Email Subject – Enter the desired text to appear in the subject of the email.
Email Address List – Enter the email address(es) for the desired report recipient(s) separated by a semi
colon (;) and a space.
Click on OK. The Process Scheduler Request Screen will display again.
Do not another process/report using the same Run Control ID until Successful shows in the status column
of the Process Monitor.
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Process Monitor
A Process Instance number on the process page is an indication that the report is running. The user may monitor
the progress of the report as follows:
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Table of Contents Running Processes and Reports PeopleSoft Procedure Manual v9.0
This panel displays necessary information such as the process/report being run, the instance number, the run date
and time, along with the status. If at any time the Run Status displayed is Error, email HRIS for further assistance.
It is important to make note of the process name, run date/time, and the instance number.
In order to update the information in the Process Monitor, click the Refresh button. When the status changes to
Success, the process/report has finished. Once the Distribution Status shows Posted, the output is ready to be
reviewed online.
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Process/Report Output
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Table of Contents Running Processes and Reports PeopleSoft Procedure Manual v9.0
Report/Log Viewer
To view the report, click on the link that contains the process name. In this example, the process name is cfpay490
(circled above).
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An email will be sent to the specified email address. In the body of the email will be a link that will direct the user
to the Report/Log Viewer page in PeopleSoft.
To view the report, click on the link that contains the process name.
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2 3
1. The report may be printed by clicking this icon or by selecting File, Print from the menu bar.
2. These icons may be used to page through the report. The Page Up or Page Down keys on the keyboard
may also be used to page through the report.
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Table of Contents Running Processes and Reports PeopleSoft Procedure Manual v9.0
Note: All operating systems are different, so the steps below apply to Windows 7 and prior. Your screen may appear
differently.
Via the Start button on your computer, select the Control Panel, and Default Programs.
From there, ensure that the file type is associated with the correct program by selecting “Associate a file type or
protocol with a program.”
Locate the .csv (Microsoft Excel Comma Separated Values File) format, and ensure that Excel is selected as the
current default.
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After your defaults have been confirmed, when selecting any CSV output from the process monitor, the file will
open in Microsoft Excel in an easy to utilize format.
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Cost Center Report Running Processes and Reports PeopleSoft Procedure Manual v9.0
The Cost Center Report lists all employee payroll charges that were made for the pay period for each department
number. This report can be accessed at anytime; however, cost data for each pay period will not be available until
Tuesday of pay week.
The report comes in two formats, PDF and a data file (CSV). Both reports are included in the output when the
process is run. Refer to the Viewing and Printing Process/Report Output in PDF and Opening Process/Report
Output Data File in CSV sections of this manual for instructions on how to open and view the report in the
different formats.
Employee ID#
Employee Name
Hours paid
Gross amount
Withholding tax
FICA tax
Net amount
Employer matching
o FICA tax
o Retirement
o Pretax (FICA savings)
o SHL/Home (Health insurance)
o SLife (Life insurance)
o Disability
o Total matching
Total Payroll Cost
Due to the Composite Fringe Benefit Rate project implementation, information displayed in the report as of paydate
08/04/2017 and after includes values for the following:
Employee ID#
Employee Name
Hours paid
Gross amount
Withholding tax
Net amount
Total Payroll Cost
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Cost Center Report Running Processes and Reports PeopleSoft Procedure Manual v9.0
Process Page
Enter the data in the Starting Pay Period End Date, Through Pay Period End Date and/or Department fields
unless you are planning on running the report for the current pay period for all departments for which you have
access.
Follow the steps outlined in the How to Run Processes and Reports section of this manual.
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Cost Center Report Running Processes and Reports PeopleSoft Procedure Manual v9.0
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Department Group Rate Report Running Processes and Reports PeopleSoft Procedure Manual v9.0
All departmental processors and authorizers will have access to the Department Group Rate Report. This report
can be accessed at any time and will display valuable employee information, including name, emplid ID #, record #,
pay group, hourly rate (for USPS and OPS employees), biweekly rate (for USPS, A&P, and Faculty employees),
department number and other department information, and the effective date of the last payroll activity.
Process Page
Enter the Group ID for the department for which the report is being generated.
Follow the steps outlined in the How to Run Processes and Reports section of this manual.
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Department Group Rate Report Running Processes and Reports PeopleSoft Procedure Manual v9.0
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Departmental Leave Report Running Processes and Reports PeopleSoft Procedure Manual v9.0
Process Page
The Pay Begin Date will default to the beginning date for the previous pay period. If you need to view the report
for a pay period other than the previous pay period, change the date to the Pay Begin Date for that pay period. The
Pay End Date will automatically correspond to the Pay Begin Date.
Enter the Group ID for the department for which the report is being generated. If the report is being run for the
entire department, leave the Workgroup field blank.
Follow the steps outlined in the How to Run Processes and Reports section of this manual.
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Departmental Leave Report Running Processes and Reports PeopleSoft Procedure Manual v9.0
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Employee Timesheets Running Processes and Reports PeopleSoft Procedure Manual v9.0
Employee Timesheets
All departmental payroll processors/authorizers will have access to generate Employee Timesheets in PeopleSoft.
The Employee Timesheets may be run at any time, but should be run and distributed to the employees prior to the
beginning of each pay period.
Process Page
The Pay Begin Date will default to the begin date for the current pay period. If the report is being run for a pay
period other than the current pay period, you will need to change the Pay Begin Date to the begin date for the pay
period for which the report is being run. The Pay End Date will default to end date for the selected pay period.
Enter the Group for the department for which the report is being generated. If the report is being run for the entire
department, leave the EmplID field blank.
If the report is being run for a specific employee, you must also enter the employee’s EmplID and Empl Rcd Nbr.
Follow the steps outlined in the How to Run Processes and Reports section of this manual.
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Employee Timesheets Running Processes and Reports PeopleSoft Procedure Manual v9.0
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Employee Leave Reports Running Processes and Reports PeopleSoft Procedure Manual v9.0
Process Page
The Pay Begin Date will default to the beginning date for the previous pay period. If you need to run the report for
a pay period other than the previous pay period, change the date to the Pay Begin Date for that pay period. The Pay
End Date will automatically correspond to the Pay Begin Date.
Enter the Group ID for the department for which the report is being generated. If the report is being run for the
entire department, leave the Workgroup field blank.
To run a Leave and Pay Exceptions Report for one employee, enter the employee’s EmplID.
Follow the steps outlined in the How to Run Processes and Reports section of this manual.
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Employee Leave Reports Running Processes and Reports PeopleSoft Procedure Manual v9.0
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