Chapter 6

Human Resource Reports

Overview

This chapter describes the following human resource reports:

· Active Leaves of Absence

· Average Salary

· Employee Address Labels

· Employee Address Listing

· Employee Anniversary Listing

· Employee Birthday Listing

· Employee Job Profile

· Employee Listing

· Employee Listing with Pay Scales

· Employee Listing with Salary

· Employee New Hire Profile

· Employee Seniority

· Employee Seniority with Unions

· Employees with Multiple Jobs

· Headcount

· I-9 Expiration

· Invalid Social Security Number

· Multi-Company Employee Headcount

· Multi-Company Employee Listing

· OSHA 101

· OSHA 200

· OSHA 300

· OSHA 300A

· OSHA 301

· OSHA Sharps Injury Log

· Performance Reviews - Overdue

· Performance Reviews - Upcoming

· Salary Reviews - Overdue

· Salary Reviews - Upcoming

· San Francisco Health Care Security Ordinance (HCSO)

Active Leaves of Absence

The Active Leaves of Absence report provides details on employees currently on leave. Use this information to monitor the return to work of employees on an approved leave of absence.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Leave Reason Employee Type Work Location Pay Group

Group Options Company Organization Level Job Code Leave Reason FMLA Pay Group Work Location

Sort Options Employee Name Leave Date Start Leave Date End Company Organization Level Job Code Leave Reason FMLA Pay Group Work Location

Average Salary

The Average Salary report identifies current employees, lists job and salary details and summarizes the average salary by job.

For optimum report results, select Job Code as the lowest level group option.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Job Code (No Pay Scales) Salaried Only Hourly Only Work Location Full Time Only Part Time Only Pay Group

Group Options Organization Level Company Work Location Employee Status Full Time/ Part Time Pay Group Job Code

Sort Options Organization Level Salary Employee Name Employee Number Company Work Location Employee Status Full Time / Part Time Pay Group Job Code

Employee Address Labels

The Employee Address Labels report prints employee addresses in label format. This report is formatted for the Avery 5160 labels.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Work Location Pay Group Job Code Employee Type

Group Options N/A

Sort Options Zip Code Employee Name Company Organization Level Work Location Pay Group Job Code Employee Type

Employee Address Listing

This report provides a listing of employee addresses. You may choose up to four flex columns for this report.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Employee Type Work Location Pay Group

Group Options Organization Level Work Location Company Pay Group Job Code Employee Type

Sort Options Organization Level Employee Name Employee Number Company Work Location Pay Group Job Code Employee Type

Employee Anniversary Listing

This report provides a listing of employee anniversaries. You may choose up to four flex columns for this report.

Date Options: You can select information for this report by date range or an active date expression.

Select Options All Employees Organization Level Pay Group Work Location

Group Options Organization Level Company Work Location Pay Group Supervisor Name

Sort Options N/A

Employee Birthday Listing

This report provides a listing of employee birthdays. You may choose up to four flex columns for this report.

Date Options: You can select information for this report by date range or an active date expression.

Select Options All Employees Organization Level Work Location Pay Group

Group Options Organization Level Company Job Code

Sort Options N/A

Employee Job Profile

The Employee Profile report provides a summary of the employee’s job and salary information, as well as personal and organizational data. The report does not include any information on earnings.

Date Options: You can select information for this report by date range or an active date expression.

Select Options All Employees Organization Level Employee Type Work Location Job Code Employee(s) Full Time Only Part Time Only Pay Group Supervisor National Union Local Union

Group Options N/A

Sort Options Employee Name Employee Number Supervisor Name Organization Level Employee Type Employee Status Company Work Location Job Code Full / Part Time Social Security Number Pay Group Original Hire Date National Union Local Union

Employee Listing

This report lists details about each employee such as name, employee number, status, hire date and job, based on the selection criteria chosen. No salary information is available on this report.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Employee Type Work Location Job Code Full Time Only Part Time Only Pay Group Project

Group Options Organization Level Company Work Location Full / Part Time Employee Type Employee Status Job Code Job Description Pay Group Project

Sort Options Employee Name Employee Number Employee Social Security Number Organization Level Company Work Location Full / Part Time Employee Type Employee Status Job Code Job Description Pay Group Project

Employee Listing with Pay Scales

This report lists details about each employee such as name, employee number, status, hire date and pay scale information. For salaried employees, use the Employee Listing with Salary report.

If you run this report from the Master Company, you must group the report by Company to know which company the employee is assigned.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Employee Type Work Location Job Code Salaried Only Hourly Only Full Time Only Part Time Only Pay Group Pay Scale Supervisor

Group Options Job Code Job Description Pay Scale Organization Level Work Location Company Employee Status Employee Type Pay Group Supervisor Name

Sort Options Employee Name Employee Number Job Code Job Description Pay Scale Pay Rate (Hourly) Pay Rate (Annual) Organization Level Work Location Company Employee Status Employee Type Pay Group Supervisor

Employee Listing with Salary

This report lists details about each employee such as name, employee number, status, hire date and current salary. For employees paid based on salary steps and pay scales, use the Employee Listing with Pay Scales report.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Employee Type Work Location Job Code Salaried Only Hourly Only Full Time Only Part Time Only Pay Group Salary Grade Supervisor

Group Options Job Code Job Description Salary Grade Organization Level Work Location Company Full Time / Part Time Employee Status Employee Type Hourly / Salaried Pay Group Supervisor

Sort Options Employee Name Employee Number Job Code Job Description Salary Grade Pay Rate Organization Level Work Location Company Full Time / Part Time Employee Status Employee Type Hourly / Salaried Pay Group Supervisor Name

Employee New Hire Profile

This report lists details about each employee such as name, employee number, status, hire date and current salary.

Date Options: You can select information for this report by date range or an active date expression.

Select Options All Employees Organization Level Employee Type Work Location Job Code Employee

Group Options Company Supervisor Name

Sort Options Employee Name Employee Number Company Supervisor Name

Employee Seniority

The Employee Seniority report provides information on length of service of employees. You may choose up to four flex columns for this report.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Job Code Work Location Pay Group

Group Options Organization Level Company Job Code Work Location Pay Group

Sort Options Organization Level Company Seniority Date Job Code Work Location Employee Name Employee Number Pay Group

Employee Seniority with Unions

The Employee Seniority with Unions report provides information on length of service of employees, as well as union affiliation of employees. You may choose one flex column for this report.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Job Code Work Location Pay Group National Union Local Union

Group Options Organization Level Company Job Code Work Location National Union Local Union Pay Group

Sort Options Organization Level Company Seniority Date Job Code Work Location Employee Name Employee Number National Union Local Union Pay Group

Employees with Multiple Jobs

The Employees with Multiple Jobs report lists the job information for employees with multiple jobs.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Employee Type Work Location Job Code Pay Group Job Group

Group Options Job Code Organization Level Work Location Company Employee Status Employee Type Pay Group Job Group

Sort Options Employee Name Employee Number] Job Code Organization Level Work Location Company Employee Status Employee Type Pay Group Job Group

Headcount

The Headcount report provides a list of all employees, based on your selection option, and includes a count of the number of included employees. Use this report to review the employee number, status, type and job code for every employee included in your selection. You may choose up to four flex columns for this report.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Job Code Work Location Employee Type Full Time Only Part Time Only Pay Group

Group Options Organization Level Employee Status Company Work Location Employee Type Full / Part Time Pay Group

Sort Options Organization Level Employee Status Employee Name Employee Number Company Work Location Employee Type Full / Part Time Pay Group

I-9 Expiration

The I-9 Expiration report identifies employees whose work authorization is scheduled to expire.

You may choose one flex column for this report.

Date Options: You can select information for this report by date range or an active date expression.

Select Options All Employees Organization Level Work Location Pay Group

Group Options Organization Level Company Supervisor Name Pay Group Work Location

Sort Options Organization Level Employee Name Employee Number Company I-9 Expiration Date Supervisor Name Pay Group Work Location

Invalid Social Security Number

This report identifies all employees whose Social Security Number (SSN) invalid. An invalid SSN is determined by the Social Security Administration. The criteria are as follows:

SSN	Criteria
###-00-####	Positions 4 and 5 cannot both be zeroes.
000-##-####	Positions 1 – 3 cannot be zeroes.
111-11-1111	Invalid SSN
123-45-6789	Invalid SSN – sequential numbers
333-33-3333	Invalid SSN
666-##-####	666 cannot be in positions 1 – 3
###-##-0000	Positions 6 – 9 cannot all be zeroes.
734-##-#### through 749-##-####	Invalid numbers for positions 1 – 3.
773-##-#### through 999-##-####	Invalid numbers for positions 1 – 3.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Work Location Pay Group

Group Options Organization Level Company Work Location Job Code Pay Group Supervisor Name

Sort Options Organization Level Employee Name Company Work Location Job Code Pay Group Supervisor Name

Multi-Company Employee Headcount

The Multi-Company Employee Headcount report provides a list of all employees, based on your selection option, and includes a count of the number of included employees. Use this report to review the employee number, status, type and job code for every employee included in your selection.

You may choose up to four flex columns for this report.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Job Code Work Location Employee Type Full Time Only Part Time Only Pay Group

Group Options Organization Level Employee Status Company Work Location Employee Type Full / Part Time Pay Group

Sort Options Organization Level Employee Status Employee Name Employee Number Company Work Location Employee Type Full / Part Time Pay Group

Multi-Company Employee Listing

The Multi-Company Employee Listing displays all employees who work in multiple companies, based on your selection option, and includes a count of the number of included employees. Use this report to review the employee number, status, type and job code for every employee included in your selection.

You may choose up to four flex columns for this report.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: There are no date selections for this report.

Select Options All Employees Organization Level Work Location Pay Group

Group Options Organization Level Job Code Work Location

Sort Options Organization Level Job Code Employee Name Employee Number Work Location

OSHA 101

This report is used to display the supplemental record of occupational injuries and illnesses.

Date Options: You can select information for this report by date range or an active date expression.

Select Options All Employees Work Location Injuries Only Illness Only Employee(s) OSHA Case Number Illness Description

Group Options N/A

Sort Options N/A

OSHA 200

This report is a log that summarizes all work-related illnesses and injuries by employee.

Date Options: You can select information for this report by date range or an active date expression.

Select Options Work Location

Group Options N/A

Sort Options N/A

OSHA 300

This report is a log of all work-related illnesses and injuries.

Date Options: You can select information for this report by date range and an active date expression.

Select Options All locations Work Locations Division Department Region

Group Options Company Name Location Case Number Date of Incident Date Time Created Employee Name

Sort Options N/A

OSHA 300A

This report is a summary of all work-related illnesses and injuries.

Date Options: You can select information for this report by “as of” date.

Select Options All locations Work Locations

Group Options N/A

Sort Options N/A

OSHA 301

This report lists injury and illness incidents.

Date Options: You can select information for this report by date range and an active date expression.

Select Options All Employees Injuries Only Illness Only Employee(s) OSHA Case Number Illness Description Work Location

Group Options N/A

Sort Options Company Establishment Incident Type Illness ID Occupation Home Department Case Number Employee

OSHA Sharps Injury Log

This report maintains a log of incidents where employees were injured by sharp objects. The report identifies the type, brand, and model number of the device involved in the incident, and where and how the incident occurred. Each incident is listed separately on its own page.

Date Options: You can select information for this report by date range and an active date expression.

Select Options All Employees Employee(s) OSHA Case Number Work Location

Group Options N/A

Sort Options Company Establishment Date of Incident Work Area Procedure

Performance Reviews - Overdue

This report identifies overdue performance reviews based upon a specified date range. The report lists all performance reviews where the next performance review date is within the specified date range.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: You can select information for this report by date range or an active date expression.

Select Options All Employees Division Department Region Job Code Pay Group Work Location Supervisor

Group Options Company Division Department Region Job Code Employee Status Pay Group Work Location Supervisor Name (Last, First MI)

Sort Options Employee Name Date Review was due Date of last review Company Division Department Region Job Code Employee Number Employee Status Pay Group Work Location Supervisor Name (Last, First MI)

Performance Reviews - Upcoming

The Upcoming Performance Reviews report identifies upcoming performance reviews based upon a specified date range. The report lists all performance reviews where the next performance review date is within the specified date range.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: You can select information for this report by date range or an active date expression.

Select Options All Employees Division Department Region Job Code Pay Group Work Location Supervisor

Group Options Company Division Department Region Job Code Employee Status Pay Group Work Location Supervisor Name (Last, First MI)

Sort Options Employee Name Date Review is due Company Division Department Region Job Code Employee Number Employee Status Pay Group Work Location Supervisor Name (Last, First MI)

Salary Reviews - Overdue

This report identifies overdue salary reviews based upon a specified date range. The report lists all salary reviews where the next salary review date is within the specified date range.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: You can select information for this report by date range or an active date expression.

Select Options All Employees Division Department Region Job Code Work Location Pay Group Supervisor

Group Options Company Division Department Region Job Code Supervisor Name (Last, First MI) Employee Status Work Location Pay Group

Sort Options Employee Name Date Review was due Date of last review Company Division Department Region Job Code Employee Number Supervisor Name (Last, First MI) Employee Status Work Location Pay Group

Salary Reviews - Upcoming

The Upcoming Salary Reviews report identifies upcoming salary reviews based upon a specified date range. The report lists all salary reviews where the next salary review date is within the specified date range.

If you sort this report by employee name, an employee may be reflected more than once on the report. If you do not want an employee to appear multiple times, group this report by Company.

Date Options: You can select information for this report by date range or an active date expression.

Select Options All Employees Division Department Region Job Code Pay Group Work Location Supervisor

Group Options Company Division Department Region Job Code Employee Status Work Location Pay Group Supervisor Name (Last First MI)

Sort Options Employee Name Date Review is due Company Division Department Region Job Code Employee Number Employee Status Work Location Pay Group Supervisor Name (Last, First MI)

San Francisco Health Care Security Ordinance (HCSO)

The HCSO requires that “covered employers” make specified “health care expenditures” on behalf of “covered employees.” Covered employees include any employee working in San Francisco who was employed for 90 days and who worked 10 or more hours per week (eight hours in 2009). Employers are required by law to contribute to health care for their San Francisco employees.

Note: Choose those component companies that are part of the organization that is doing business in San Francisco. The Date criteria used is the Reporting Year as of date.

Select Options All Employees Organization Levels Work Location Pay Group

Group Options N/A

Sort Options N/A

The following table describes the rows in the report.

Line	Description
A	Average number of employees per week. § The report determines if employees are active (EmpHStat) during a given week and if they received a paycheck where the period dates cover that week. § The report accounts for partial weeks and defines a week as Sunday – Saturday. § Report accounts for employees who are paid on different pay frequencies. § This figure is for all component companies selected, this count is not only San Francisco employees.
B1	Total number of covered employees. § Employee must be “employed” 90 calendar days. Employment does not have to be continuous, consecutive, nor completed during the same calendar year. § Employees who “work” 10 hours (8 hours in 2009) per week during quarter are covered. § Only those earnings marked as include in “hours worked” for HCSO are included. § Earnings such as vacation should not be marked as hours worked.
B2	Employees subject to exemption categories. § Count of those employees marked as not covered under HCSO. § If employees are marked at any time during the quarter as not covered, then they are considered as not covered for that quarter.
C	Total number of hours paid to all covered employees. § Only hours for earnings marked as include in “hours paid” for HCSO are counted as hours paid for covered employees. § Monthly and quarterly limits on hours are respected (172 and 516). § The pay date determines the quarter that the hours are counted towards.
D	Total amount of health care expenditures made for all covered employees. For covered employees, this includes the employer portion of deductions paid for the following deduction types: Dental, Medical, Prescription Drug, Vision, Health Reimburse Arrange, and Health Savings Account.
E	Total number of employees for whom health care expenditures were made. Employees are counted once per quarter.