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.
PWIORPT
Leave History Report
Lists all leave transactions for an employee. Useful for tracking down leave balance discrepancies.
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.
Payroll Forms/Packets
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) | |
| 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) 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. | ||
| International Student Hire Packet | (SEF, W-4, I-9, Direct Deposit, UO-NRA, 8233, ACA Notice) | |
| 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) | |
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) |
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) | |