Rutgers University
Tableau and Current Payroll ReportsTableau can be located from the following: from Cornerstone at and click on the “Tableau Reporting” IconTo Access the Reports, click on the following path:Finance MR (Managed Reporting) Payroll38417506902451584325690245When in “Payroll” you will see a “Workbooks” option on the top and a box labeled “Payroll Legacy”-95250147955“Workbooks” will give you access to current payroll data. This will bring in payroll data from October of FY2017 to current payroll data.00“Workbooks” will give you access to current payroll data. This will bring in payroll data from October of FY2017 to current payroll data.120904051943000Click on “Workbooks” and you will get 4 reporting options- FMS Payroll Distribution Report (PD) Financial ManagementFMS Employee Status ReportFMS Appointment Level Charging Instructions FMS Department Default ECI 9620251457325Report Name00Report Name1504315158115000FMS Payroll Distribution Report (PD) Financial Management-Click on report or report name to open up reporting options-457200top00You will get 4 reportsBy EE & Pay Period End Date (EE = Employee)By EE & Date Range (Detail) (EE = Employee)By COA String- FY by GL Posting (COA= Chart of Accounts)BY COA String- Pay Period (COA = Chart of Accounts)By EE & Pay Period End Date-Click on the report or report name to open up the search criteria- EE is Employee. This report is to be used to show the payroll by individual based on the dates selected. Even through the “Pay Period End Dates” list a starting date of 9/14/2012, the payroll dates actually pulled in by this report (if you do not change the “Pay Period End Dates”) are the October 2016 payroll to current.To change the date, you need to move the “slide” underneath “Pay Period End Date” 5800725325755Even though we left the start date as 9/4/12, it bought in October Payroll00Even though we left the start date as 9/4/12, it bought in October Payroll45021590678000-114300230505This is the “slide” to change the dates for your report00This is the “slide” to change the dates for your report485140068770500254317568770500If you do not know the exact payroll date, just select the closed pay period date. The system will select the next available pay date.5086350413385The system defaulted to 7/13/18 (which was the next pay date)00The system defaulted to 7/13/18 (which was the next pay date)42887908140700047625604520Pay period date is 7/9/1800Pay period date is 7/9/183746508997950049530004616456/29/18 payroll shows what is paid in the prior fiscal year, while 7/13/18 shows what is paid in the current fiscal year.006/29/18 payroll shows what is paid in the prior fiscal year, while 7/13/18 shows what is paid in the current fiscal year.This report is run by pay date and not fiscal year; as a result you can cross fiscal year in the data that you return. When this happens, this report will split what is paid in which fiscal year by date:442531539941500Payroll will show in date order following sections:Salary of employee (base salary will show first, followed by any “other compensation)Fringe Benefits of employeeFICA of employeeMedicare of employeeBy EE & Date Range (Detail)-Click on the report name or report to open up the search criteria.EE is Employee. This report is to be used to show the payroll by individual based on the dates selected, the only difference from the “By EE Pay Period End Date Range” is that you will have more options to run the report (not just pay period end date). GL Posting DatePay Period End DateDate of PaycheckRedistribution date Regardless of the dates you choose, you will not be able to get payroll information prior to the start of Cornerstone7715258794750Even though you set the “Date of Paycheck” as 1/17/17, if the “GL Posting Date” is set to a later date, you will only get back what is in the “GL Posting Date” time frames.771525874395006096000169545The date in the report follows the GL Dates00The date in the report follows the GL DatesBy COA String- FY by GL Posting Date-Click on the report or report name to open up the search criteria.This report will give all employees on that are paid by either the UDO (Unit, Division, and Organization) or the project by Fiscal Year. Please note, if you run the report by the UDO, it will pull in all projects associated with that UDO.If you do not set the “GL Post Year”, you will get back the payroll distribution for the payroll starting in October 2016 (portion of FY17) and subsequent years. You do get an option for fiscal years prior to conversion- however you will not get any data back for those years. Also, to run the report you will need to select your fund type codes.157162567627500457200219075Even though you have date options for prior to Cornerstone conversion, anything prior to October in FY2017 will not show in your report00Even though you have date options for prior to Cornerstone conversion, anything prior to October in FY2017 will not show in your report534352566675Be sure to select your fund type code or the report won’t run00Be sure to select your fund type code or the report won’t run439102539941500 The payroll will show in the following order-Salary of employee Fringe BenefitsFICAMedicareEach section will “total the payroll” to show fiscal year to date of payment per person-7143759290050065246251480820Employee Total00Employee Total6095365168084500By COA String- Pay Period-Click on the report or the report name to open up the search criteria-This report will show the same information as the Payroll Distribution “By COA String- By GL Posting Date” but it allows you to pick the dates you want to see-This report will take into consideration the dates you entered.From our example, the “GL Posting Date” was set as 11/12/18 to 2/15/19; the “Pay Period End date” was set to 12/9/18-2/8/19; the “Date of Paycheck” is sent to 4/1/11-12/25/19; the “Redistribution Date” was set to 1/25/17-2/11/19, the data coming in is showing the “Date of Paycheck” dates8953501504950002057400150876000For the report to run, you will need to select your “Fund Type Code” The payroll will show in the following order-Salary of employee Fringe BenefitsFICAMedicareEach section will “total the payroll” to show fiscal year to date of payment per person--1619251518920Employee Total00Employee Total402590161417000FMS Employee Status Report-Export List-Click on the report or report name to access the search criteria -This report will show you where people are being paid based on the UDO (Unit, Division, and Organization) or Project number. Please note if you run this report by the UDO and Fund Type “All” you will bring in all the projects associated with that UDO as well. The default end date is 11/19/18- you need to change that to get current data This report will where people are paid based on the string you enter- this will also show if the individual has multiple appointments on the string as well. 25146002557145This individual has 2 appointments, Teaching Assistant Academic Year and Student Worker being paid off the same string00This individual has 2 appointments, Teaching Assistant Academic Year and Student Worker being paid off the same string1590675286194500428625537845By Fund Type Business Line- Click on the report or report name to open up the search criteria-This report will show people’s payroll information by the business line used. It will not display the string where the individual is paid; it will list the employee’s payroll By Employee-Click on the report or the report name to open up the search criteria-This report will show you where an individual is paid. You can run it by Employee Name or Employee ID (by date)FMS Appointment Level Charging Instructions-FMS Appointment Level Charging Instructions Report Click on the report or report name to access the search criteria)-This wills how the charging instructions by person. Please note the “Combination Codes” listed in this report are the same combination codes that are valid in People Soft.This will not show the salaries, but will show the distribution percentageFMS Department Default ECI-To access, click on the report or report nameBy Department-Click on the report or the report name to access the search criteria)-You will need the PeopleSoft Department ID and this report will show you the matching codes for that PeopleSoft ID. To Export Report -Click on “Download” from the top of the screenThis will open up a pop up screen to select your file formatImage- will export to a picture fileData- will export as a text fileCrosstab- will download as a CSV file and open in excelIf you want to save the file in excel, make sure you change the file to excel or it will save in text file. PDF- will export to a PDF fileQuick Tip- If the system doesn’t let you apply the filter you need (it won’t let you select your search criteria) Make sure you do not have the “ALL” option checked off. When you remove the “ALL” and re-enter your search criteria, the system will allow you to click “Apply” ................
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