Payroll: Reports & Forms

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PWIPAYR

Hours entered in PHAHOUR by earn code with totals.  Payroll administrators should be running this report after they complete their time entry as a way to double check their work.  The report can be run again two working days after the time entry window closes to see the calculated amounts.

Report Parameters: Pay Year (required), Pay Number (required), Orgn Code (optional - timesheet orgn security), Employee Class (optional).

For each employee, you will see their ID, Name, Position, Suffix, Earn Codes, Shift, Hours/Units, Break out of Labor Distribution (Hrs/Units, Percentages, Index, Account Code, Amount). 

Report can be run as a PDF (print preview) or Excel Spreadsheet (spreadsheet).

Leave Balances

Current leave balances by employee.  It doesn't matter what year or pay number you enter into the parameters, you will only see the current balances.

Report can be run as a PDF (print preview) or Excel Spreadsheet (spreadsheet).  If you run it as an Excel Spreadsheet, you will also see the indexes associated with each employees job.

Rosters

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Work Study Report

Work-Study awards, expenditures, and balances.

Work Study Error Report

List Work-Study payroll distribution errors.  Errors include Work-Study funds with account code 10501 or non Work-Study funds with account code 10503.

Student Employee Credit Hour Report

Lists credit hours in previous, current, and next term for all student employees.

Payroll Expense by Person

Management summary of employee earnings for a specified payroll.

Job Changes

Employee job changes during a specified date range.

Timesheets

Timesheets for each active Classified employee.

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PWIORPT

Leave History Report

Lists all leave transactions for an employee.  Useful for tracking down leave balance discrepancies.

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PWRPRMR

Payroll Management Report

A report that produces employee or FOAPA detail similar to PWIEMPL or PWIFOAP.  The key difference is that PWRPRMR shows monthly expenses and forecast amounts for up to 12 months.

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Payroll Forms/Packets

Hire Documents & Mandatory Trainings

Disabled Workers and Veterans Self-Identification Form OPS Wars, Campaigns, and Expeditions that Qualify for Veterans
Employee information Form (EIF)  Instructions    
Obtaining a UO ID Number and Card Workplace Harassment Prevention (Mandatory Training)

Bundled Hire Packets for US Citizens and US Residents (For non-MyTrack hires)

Student Hire Packet (SEF, W-4, I-9, Direct Deposit, ACA Notice)

Employer I-9 instructions

I-9 Training Slides

GE Hire Packet (EIF, W-4, I-9, Direct Deposit, ACA Notice)
Temporary Hire Packet (EIF, PRF, Memo, W-4, I-9, Direct Deposit, Disabled Workers and Veterans Self-Identification Form, ACA Notice)

Bundled Hire Packets for International Employees (For non-MyTrack hires)

International Student Hire Packet (SEF, W-4, I-9, Direct Deposit, UO-NRA, 8233, ACA Notice)

Employer I-9 instructions

I-9 Training Slides

International GE Hire Packet (EIF, W-4, I-9, Direct Deposit, UO-NRA, 8233, ACA Notice)
International Temporary Hire Packet (EIF, PRF, Memo, W-4, I-9, Direct Deposit, Disabled Workers and Veterans Self-Identification Form, UO-NRA, 8233, ACA Notice)

Individual Listing of Hire Documents

New Health Insurance Marketplace Coverage Options and Your Health Coverage
Disabled Workers and Veterans Self-Identification Form OPS Wars, Campaigns and Expeditions that Qualify for Veterans
Direct Deposit Authorization (attach a void check or Enroll on Duckweb)
USCIS Form I-9

Instructions for Form I-9
I-9 Training Slides
USCIS Employer Handbook (I-9 Instructions)

EIF Employee Information Form Instructions
PAW Payroll Accounting Web Page Instructions
PRF Payroll Request Form Instructions
SEF Student Employment Form Instructions
SOE Statement of Enrollment for High School  
SSA Application for New/Replacement Social Security Card  
SSA 7028 Release of SSN Information to UO Instructions
UAF Unpaid Appointment Form  
W-4 Employee Withholding Certificate  
W-4 International Version  
OR-W-4 Oregon Withholding Instructions
Instructions when employee work outside Oregon or the United States  

International Employee Forms

UO-NRA Foreign National Data Request Form (formally CO-NRA)
8233 Tax Treaty Exemption Form
8233 Attachment Letters
Instructions and Examples

Time and Attendance

For Nonexempt Employees:  
Time Entry Form (Salaried)
Time Entry Form (Hourly)      Employees may modify the mid-month to mid-month dates on line 16.
Time Entry Form (Temporary)    Employees may modify the mid-month to mid-month dates on line 13.
Time Entry Form (Faculty and OA Hourly)   Employees may modify the mid-month to mid-month dates on line 15.
Daily Time Record (Student)
Daily Time Sheet (additional time sheet with multiple in and out boxes)
For Exempt Employees: (leave reporting only)
Vacation/Sick Leave Record (Fiscal Year Reporting - July to June)
Vacation/Sick Leave Record (Calendar Year Reporting - Jan to Dec)
Other Related Forms:  
SEA Self Entry Authorization Form  
FMLA/OFLA Attendance Record (Required in addition to the regular time sheet or leave reporting for payroll purposes each month.)
Flexible Work Schedule Agreement (HR form for nonexempt classified employees)

Payroll Administration

AFE Affidavit of Forged Endorsement Instructions
Employee Checklist  
ERF Earnings Request Form Instructions
LCF Lost Check Form Instructions
MCR Manual Check Request Instructions
NCF Name/Gender Change Form  
ONF Overpayment Notification Form Instructions
PAA Payroll Accounting Adjustment Instructions
PAR Payroll Advance Request Instructions
PFN Notification of Preferred First Name  
PPW Pre-Tax Parking Waiver  
RCM Request to Change Mailing Address  
ESW Request for Exemption from Oregon State Withholding  
RMC Request U.S. Mail Payroll Checks  
ROC Request for Overload Compensation  
W2R W-2/1042-S Duplicate Request
 

Leave

Leave of Absence Form for Faculty and OAs Instructions
HR Request for Vacation Cash Out (SEIU Local 503/OPEU)
Request for leave (classified)  

Security

BAF BANNER Access Form  Instructions
FUP FIS/HRIS User Profile  
Password Change Request Form (Computing Center)
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