Payroll: Reports & Forms
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
temp
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.
Back to TopLeave History Report - PWIORPT
Lists all leave transactions for an employee. Useful for tracking down leave balance discrepancies.
Back to TopPayroll Management Report - PWRPRMR
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.
Back to TopPayroll 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) [ IEF 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)
(W-4, I-9, Direct Deposit, ACA Notice, FERPA Waiver)
(EIF, W-4, I-9, Direct Deposit, ACA Notice)
(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)
If hiring a treaty eligible employee prior to January 1, 2025, a new 2025 8233 form must be completed.
Please refer to the bottom Annual Renewal / Business Affairs for 8233 and attachment letter.
(W-4, I-9, Direct Deposit, UO-NRA, 8233, ACA Notice, FERPA Waiver)
(EIF, W-4, I-9, Direct Deposit, UO-NRA, 8233, ACA Notice)
(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 Instructions (attach a void check or Enroll on Duckweb)
- USCIS Form I-9
- EIF Employee Information Form [ IEF Instructions ]
- PAW Payroll Accounting Web Page [ PAW Instructions ]
- PRF Payroll Request Form [ PRF Instructions ]
- SOE Statement of Enrollment for High School
- SSA Application for New/Replacement Social Security Card
- SSA 7028 Release of SSN Information to UO [ SSA 7028 Instructions ]
- UAF Unpaid Appointment Form
- W-4 Employee Withholding Certificate
- W-4 International Version
- OR-W-4 Oregon Withholding
- 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
- International Employees 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 mid-month to mid-month dates on line 15.
- Daily Time Record (Student)
- Additional Daily Time Sheet (with multiple in and out boxes)
For Exempt Employees (leave reporting only):
- Fiscal Year Vacation/Sick Leave Record (Reporting July to June)
- Calendar Year Vacation/Sick Leave Record (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 [ AFE Instructions ]
- Employee Checklist
- ERF Earnings Request Form [ ERF Instructions ]
- LCF Lost Check Form [ LCF Instructions ]
- MCR Manual Check Request [ MCR Instructions ]
- NCF Name/Gender Change Form
- ONF Overpayment Notification Form [ ONF Instructions ]
- PAA Payroll Accounting Adjustment [ PAA Instructions ]
- PAR Payroll Advance Request [ PAR 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 [ Leave Form Instructions ]
- HR Request for Vacation Cash Out (SEIU Local 503/OPEU)
- Request for leave (classified)
Security
- BAF Banner Access Form [ BAF Instructions ]
- FUP FIS/HRIS User Profile
- Password Change Request Form (Computing Center)