The Payroll and Labor Management Dashboard displays information about payroll, labor schedules, labor adjustments, timecard and leave information. You can compare scheduled earnings to actual pay and find incomplete labor schedules at a glance by person.

Select this link... ...for reports about
Summary At a glance reporting for payroll and labor management including: Actual Earnings Summary, Incomplete Labor Schedules, Charges Remaining on Suspense Account (formerly the RM3 FIN_LABOR_173 report) and PTA Scheduled vs Actual Comparison report).
Actual Pay Labor Distribution Adjustments Batches – All Statuses    Details of actual earnings by pay period with organization, person and PTA views (equivalent to the Gross Pay Report and FIN_LABOR_173 and formerly the RM3 FIN_LABOR_168, FIN_LABOR_169 and FIN_LABOR_170 reports).
Actual Pay Details By Employee Details of actual earnings, views paycheck and employment information as well as labor schedule and labor distribution (LD) adjustments for an employee.
Note: You only get the paycheck details and employment info if you have authority for the work assignment organization (org0 of the employee.
Labor Distribution Adjustments (real-time) Non-customizable BI Publisher report details LD adjustments including journal details, comments and approval history (formerly the RM3 FIN_LABOR_247 report).
Labor Schedule Detailed listing of scheduled pay and labor schedules by employee (formerly the RM3 FIN_LABOR_167 and FIN_LABOR_172 reports).
Labor Schedule Details by Employee Details of employee labor schedule by pay period and employee details.
Labor Schedule Trend Labor schedule details by employee by payroll period with schedule percentage, full-time equivalent (FTE) employee and scheduled salary.
Scheduled vs. Actual Compares (labor schedule) planned earnings to actual earnings by PTA and expenditure type. Lists all earnings posted to the organizational suspense account and the related clearing transactions.
Scheduled vs. Actual Details by Employee Compares (labor schedule) planned earnings to actual earnings by PTA and expenditure type for specific employee(s). Displays employee details and labor schedule percentages per pay period.
Timecard Detailed listing of timecard punch and reported hours by date.
Timecard Approvals Approvals by employee, manager and department.
Leave Summary Summary of employee leave balance and vacation liability with drill down to leave accrual history.
Leave Details Details of leave accrual.

The Summary Report includes analyses of gross pay, incomplete labor schedules, uncleared Org Suspense PTA balances and Scheduled vs. Actual Earnings.

  • How were payroll transactions distributed for a particular period, for all employees in my organization (org)?
  • How much were my employees paid (e.g., by employee group, award type, pay type or pay category) in a specific period of time?
  • Is there a balance on our Org Suspense Account and which employees' pay should be cleared?
  • Which employees have labor schedules whose lines total less than 100 percent in a specific period of time?
  • Which employees have no labor schedule in a specific period of time?
  • How close did our planned labor schedules compare to actual? 
  • From what PTAs did we plan to pay our employees and from what PTAs were they actually paid in a specific period of time?
  • What are the scheduled earnings amounts for employees in an assignment org?

To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.

If you select Next, it displays the selection criteria to search by project owner or manager, task owner or manager or award owner or manager. 

The Summary Report displays four report sections that can be used for monitoring payroll data and labor schedules for review or to take action. Refer to the following screenshots.

Actual Pay Overview shows the total pay, including type of earnings, by org for a range of pay periods.

Displays the payroll charges that have hit your Org Suspense Account and will need to be cleared. 
You can drill on the amount to determine which employees’ pay is the cause. 

Displays those employees’ who have missing or incomplete labor schedules for the pay periods selected. By drilling into View Details, you can determine the details of the incomplete schedules.

This report allows you to compare your scheduled labor expenses to actual for the range of selected pay periods.

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard.

The Actual Pay report provides information on how much employees are being paid, earnings and from what PTAs. 

  • What employees with work assignments in my org are being paid from PTAs outside my org? What other orgs are paying those employees?
  • Which employees have received or will receive non-base pay (based on earnings type/code) in a specific period of time?
  • From what PTAs and expenditure types were employees actually paid in a specific period of time?
  • What employees with work assignments outside my org are being paid from PTAs within my org? In what other orgs are those employees' work assignments?

Actual Pay selection criteria

To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.

If you select Next, it displays the selection criteria to search by project owner or manager, task owner or manager or award owner or manager. 

Displays actual pay by employees, work assignment org and earnings type or PTA for various payments. This report provides four views for actual pay:  by employee, PTA and organization. Refer to the following screenshots. 


 Displays actual pay by employee in a pivot table view. By selecting Employee Name, you can view either Employee Details or Timecard Details for that employee. 

Displays actual pay by employee in a table view, which removes the subtotals and can be exported into an Excel spreadsheet. This format is available in the other view-by options for the Actual Pay report. 


Displays actual pay by PTA in a pivot table view. This can also be displayed by table view.


Displays actual pay by organization in a pivot table view. This can also be displayed by table view.

  • By selecting an employee name, you can drill into either Employee Details or Timecard Details for that employee. 
  • By selecting the earnings dollar amount, you can drill into Actual Pay Details for that employee. 

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard

Displays actual earnings, views paycheck and employment information, as well as labor schedule and labor distribution adjustments for an employee.

  • What check numbers are associated with an employee's earnings amounts? If paid by check have the checks been cashed?
  • What are the work assignment and position details of that employee? 
  • How much was an employee paid individually in a specific period of time and which PTAs and earning types were charged? 
  • What is my employee’s labor schedule over a period of time?

To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.

Actual Pay Details by Employee report has five sections that contain different reports for an employee. Refer to the following screenshots.


Displays employee paycheck details: pay period,check number, date, whether it was cashed or off cycle.


 Displays employee work assignment org and name, job assignment number, job description and position number, standard hours, FTE, annual salary and hourly rate.


 Displays employee payroll transactions by pay period, expenditure type and earnings description/code.


Displays employee labor schedule details by pay period, including percentage by PTA.


 Displays employee labor distribution adjustments that occurred during the specified pay periods.

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard.

Non-customizable, BI Publisher report that displays labor distribution adjustments.

  • What labor distribution adjustments were made over a period of time by org, originator or PTA?

You may choose one of the options below to select data:

Option 1: Select either Employee ID, Employee Full Name or Adjustment Batch Name. Date prompts will narrow your search results, but are not required with this option.

Option 2: Select any one of the non-date prompts (except for Employee ID, Employee Full Name or Adjustment Batch Name) and one set of date prompts (First/Last Pay Period End Date or Adjustment Creation Start/End Date).

Non-customizable BI Publisher report that displays details of labor distribution adjustments including journal details, comments and approval history. For additional information, refer to BI Publisher Reports.  Refer to the following screenshots.

The data displayed is real-time.


Displays the adjustment for employee(s) by pay period, PTA and earnings type/expenditure type. 


 Displays the labor adjustment business justification. 

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard.

The Labor Schedule report, displays a detailed listing of scheduled pay and labor schedules by employee. 

  • What lines or PTAs in an employee's current labor schedule are ending or will become invalid within a given time frame?
  • At a glance, how many full time employees are within an org and how many employees have multiple assignments?

To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.

If you select Next, it displays the selection criteria to search by project owner or manager, task owner or manager or award owner or manager.

The Labor Schedule Summary section displays the scheduled pay by pay period for each employee.  Refer to following screenshots.

  • If there is an issue with the labor schedule for a given pay period, there will be a description in the Suspense Reason Explanation
  • By selecting an employee name, you can drill into employee details for that employee.

The Labor Schedule Details section displays the scheduled pay, PTAE and scheduled percentage for each employee.  

  • If there is an issue with the labor schedule for a given pay period, there will be a description in the Suspense Reason Explanation
  • By selecting an employee name, you can drill into employee details for that employee.

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard.

Displays a detailed listing of labor schedule details for a single employee.

  • What are the labor schedule details for a single employee?

To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance. 

Labor Schedule Details by Employee has three sections that contain different labor schedule reports for an employee.  Refer to the following screenshots.


 This report shows details about the employee.


This report shows the labor schedule details in rows subtotaled by pay period.


This report shows attributes affecting labor schedules' PTAs such as active status, chargeable and start/end date.

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard.

The Labor Schedule Trend report displays labor schedules by employees by payroll period with schedule percentages and employee FTE and scheduled salary details. The Labor Schedule Trend visually highlights labor schedules that are incomplete.

  • Which employees do not have a 100 percent labor schedule entered and need their entries updated to avoid suspense account charges?
  • Does each hired employee’s labor schedules not match my planning documentation by PTA and percentage? 
  • Which of my employees are paid by another org’s PTA? Conversely, which employees employed by another org is my org paying for?
  • What are the FTEs of all of the employees for my org? 
  • Who created or last updated an employee’s labor schedule? 
  • For a given SPO Number, which employee’s salaries are being charged to it?

To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.

The Labor Schedule Trend report provides a high-level review of labor schedules that identifies inconsistencies and gaps, which indicates the need for corrective action to prevent charges to suspense accounts. The report gives different perspectives of employees and the sources of their pay. 

Labor Schedule Trend has ten different views available. The table below provides guidance on how to pair a selection criteria and view-by option choice to display the desired information.  Refer to the screenshots following the table below.

Criteria View By Business Question Answered
Work Assignment Org Labor Schedule by Work Org Shows employees that do not have 100 percent labor schedule entered and need entries to avoid suspense account charges. Grouped by work org to facilitate determining who should enter the labor schedule.
Work Assignment Org Labor Schedule by Person Summary Shows employees that do not have 100 percent labor schedule entered and need entries to avoid suspense account charges. Lists by name, without org, to facilitate comparison with name lists.
Work Assignment Org Labor Schedule by Person PTA Displays employee's labor schedule to compare PTAs and percentages to your plan.
Work Assignment Org Labor Schedule by Award Org Displays employees who are hired by your org but paid by a different org, by noting where the award org is not in your org hierarchy.
Work Assignment Org Labor Schedule by Labor Schedule FTE Shows the total FTE of employees your org has hired regardless of who pays for them.
Award Org Labor Schedule by Work Org Determine employees who are paid by your org but hired by a different org by noting where the work org is not in your org hierarchy. Typically, only the other org can make labor schedule and distribution entries for these employees. This means it may be more difficult to get corrections entered.
Award Org Labor Schedule FTE Displays the total FTE of employees your org is paying for regardless of who hired them.
Award Org Labor Schedule by; Award, Project or PTA Verify labor schedules by award, project or task planning documentation.
  Labor Schedule  by Person Created/Changed By Shows who first entered or most recently changed a labor schedule entry and who may have information about why the entry was made.
Award SPO Number Labor Schedule by SPO Number Displays employees who are charging against a sponsored agreement.
Work Assignment Org and
Status Description = Incomplete
Labor Schedule by Work Org Displays which labor schedules are not complete. Used to create a short list of problems needing attention.

Viewing by Work Org displays totals by person for the time range selected and allows you to see incomplete schedules at a glance. 

Refer to Understand the Data to determine what the cell colors indicate.


View by Award Org is not necessarily all the labor schedule rows for this person; it shows those orgs who are providing the awards for your organization's employees. 

Refer to Understand the Data to determine what the cell colors indicate.


View by Person Summary lists the employees by alphabetical order instead of by Classified Indicator Name.

Refer to Understand the Data to determine what the cell colors indicate.


View by Person PTA to see all employees PTA details at once. 


Displays who originally created the labor schedule and who most recently updated the labor schedule for that employee, as well as when those changes occurred. 


View by Award shows everyone being paid by a particular award; also displays the award’s end date.


View by Project shows everyone being paid by a particular project; also displays the project’s end date.


View by SPO shows employees’ time being charged to a particular SPO.


View by Labor Schedule FTE displays effective employee FTE percentage. Effective FTE percentage is the labor schedule percentage multiplied by the employee FTE.


View by Scheduled Salary by Person/PTA displays the scheduled salary costs by PTA for each pay period.


Labor Schedule Detail Drills

Within the Labor Schedule Trend Report, you can select an employee’s full name to get their labor schedule PTA breakdown by period for the specified time range. For this drill, you can also view the Labor Schedule by PTA, Labor Schedule Created/Changed By and Scheduled Salary.  Refer to the following screenshots.


Within the Labor Schedule Trend Report, you can drill the pay period percentage to see their labor schedule PTA breakdown and their scheduled earnings amount for that pay period. For this drill, you can also view the Labor Schedule Created/Changed By

 

Cell Colors Explained

Red Cell: Scheduled amount is less than 100 percent; labor schedule should be updated.
Blue Cell: Employee was not employed for that pay period.
Yellow Cell: Scheduled amount is more than 100 percent. This does not necessarily mean that someone was scheduled for more than 100 percent for a given pay period. This may be due to multiple labor schedules starting and ending in the middle of the pay period leading to double counting. Refer to the example below. 

Screenshot showing labor schedule trend for an employee with a highlighted yellow cell for a particular pay period

Drilling on the 196 percent shows that most of the labor schedule runs 1/1 to 1/14 totaling 100 percent but 96 percent ends on 1/14 and a new entry for 96 percent is made starting on 1/15 which covers just 1 day of the 1/15 ending pay period. Since the total of the report is for the entire pay period it totals to 100 percent plus 96 percent even though on no single day was the total other than 100 percent. There is no way to correct for this since the totals are by pay period rather than by day.

Screenshot showing the drill details for an employee’s labor schedule when the cell in labor schedule trend is highlighted yellow cell for a particular pay period.

Definitions of Values in Labor Schedule Trend Reports

Selection Criteria/Other Definition/Description List of Values or Examples
Work Assignment Org Code Org code associated with the human resources (HR) group that has hired an employee. This org code affects who can input labor schedules and labor distributions as well as where incomplete schedules will be charged to org suspense accounts. However, this does not determine the funding source of employee salary. That is set completely independently by the PTA assigned for charges in the labor schedule entry application. ABCD
Award Org Code The owning org (or parent) of the award segment of the PTA. This identifies where the funding comes from. The org is a higher level than award number itself and will typically be associated with many individual awards. ABCD
Award, Project or PTA Segments of the PTA or the full PTA itself identify where salary will be charged. 1234567-100-ABCDE
Award SPO Number Unique identifier for each sponsored project. 123456
Full Name Employee name (last, first middle initial) Smith, John A
EMPLID Unique numeric identifier for each employee. The job assignment number is the EMPLID appended with a tilde "~" and a number to identify multiple positions one employee may have at the university. The first position is ~0 and the next is ~1. EMPLID: 12345678
Position Number: 12345678~0 and 123456878~1
Classified Indicator Name Identifier for different types of employee groups like Staff & Faculty. Some departments do not assign labor schedules to temporary, student or casual employees and might therefore choose to exclude them from the Labor Schedule Report since they would all show 0 percent scheduled. Academic staff;
casual; 
faculty;
non-academic staff; 
other teaching; student; 
temporary
Labor Schedule Status With values like complete, incomplete and missing, this field can be used to exclude complete labor schedules and only look at exceptions. Complete;
incomplete;
missing;
Not applicable
 
Labor Schedule FTE view The total of positions FTE multiplied by labor schedule percentage. This is the effective FTE. For example a person who has a position at 50 percent FTE and who has a labor schedule of 50 percent on your account is effectively at .25 FTE (.5 x .5 = .25) .5 FTE at 80 percent schedule = .4 FTE

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard.

Compares (labor schedule) planned earnings to actual earnings by PTA and expenditure type. Lists all earnings posted to the organizational suspense account and the related clearing transactions.

  • What employees with work assignments in my org are being paid from PTAs outside my org? What other orgs are paying those employees?
  • Which employees have received or will receive non-base pay (based on earnings type/code) in a specific period of time?
  • From what PTAs and expenditure types were employees actually paid in a specific period of time?
  • What employees with work assignments outside my org are being paid from PTAs within my org? In what other orgs are those employees' work assignments?
  • What are the current balances of our Org Suspense PTAs? What transactions remained uncleared on our Org Suspense Account? What was the reason the payroll transaction went into OSA?
  • Which employees' actual pay hit an Org Suspense PTA (by Org or Suspense PTA)?

To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.


If you select Next, it displays the selection criteria to search by project owner or manager, task owner or manager or award owner or manager.

The Scheduled vs. Actual report displays for each employee their scheduled pay and PTA to their actual pay and PTA for each pay period.  Refer to the screenshots below.

Displays the scheduled earnings vs. the actual earnings amount for each employee. 


Displays the payroll charges that have hit your Org Suspense Account for each pay period affected.

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard.

Displays actual earnings, views paycheck and employment information, as well as labor schedule and labor distribution adjustments for an employee.

  • What are the work assignment and position details of a specific employee? 
  • Were planned employee schedules on target or is there a variance? 
  • What is my employee’s labor schedule over a period of time?

To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.

Scheduled vs. Actual Details by Employee has three sections that contain different reports for an employee. Refer to the following screenshots.


 Displays employee details, such as job assignment number, work assignment org, job classification, job assignment expenditure type code, hourly/salaried and standard weekly work hours.


 By pay period, displays employee scheduled and actual including PTA and expenditure type code.


 By period displays, displays employee labor schedule percentage split between PTAs, along with project, task and award end dates. 

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard.

The Timecard Report displays detailed listings of timecard punch data and reported hours by date.

  • Which employees have not recorded paid leave for a specified number of pay periods?
  • Which employee timecards include premium pay or out-of-class adjustments in a specific period of time?
  • Which timecard entries will result in earnings being debited to my org suspense account in a specific period of time?
  • Which non-exempt or hourly employee timecards are missing out-punches in a specific period of time?
  • Which of my non-exempt or hourly employees have blank timecards in a specific period of time?

To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.

The Timecard Report displays three report sections that can be used for monitoring timecard data for review. This report applies to non-exempt, hourly and those exempt employees who are eligible for paid leave. Refer to the following screenshots.


The Timecard Detail Report - Reported Hours displays the timecard hours and punch details entered for specific days for each employee.


The Timecard Detail Report - Payable Hours displays the timecard hours and punch details per employee per pay period end date. 


For each timecard submission and approval, displays who and when it was submitted or approved.

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard.

The Timecard Approval Report displays employee timecard approvals for all employees by org.

  • Which non-exempt or hourly employee timecards are missing out-punches in a specific period of time?
  • Which of my non-exempt or hourly employees have blank timecards in a specific period of time
  • Which non-exempt or hourly employees do not have their timecards approved?

To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.

The Timecard Approvals Report displays submission and approval data for employees and their supervisors or their time and leave administrator (TLA). There are three report sections, refer to the following screenshots.


 By timecard period/approval date, displays summarized counts and statistics for approvals for an organization.


By manager and pay period, displays summarized counts and statistics of time card approvals. 


  By employee and pay period, displays approvals by manager, employee indicator and department time leave administrator.

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard.

The Leave Summary Report details leave accrual liability and balance.

  • How much vacation have employees in my org taken this fiscal year, compared to the amount they have accrued? What is the current monetary value of the vacation balances for employees in my organization?
  • What are our employees' vacation balances and are they near or above the applicable vacation cap?
  • What is the leave balance accrual and usage history for my employees and/or org?
  • What paid leave did my employee take during a specific period of time?

The Leave Summary report has two sections that display leave and vacation balance and vacation accrual rates. It displays details on all leave types: vacation, sick, floating and paid time off (PTO).  Refer to the following screenshots.


Leave Balances displays the leave balances, vacation accrual rate and vacation balance liability for each employee.


The Leave Accrual Summary Report displays for each employee the starting balance, earned, taken and remaining balance for each type of leave for a fiscal period. Displays the payroll charges that have hit your Org Suspense Account and will need to be cleared. You can drill on Leave Details to view the Leave History for that employee.

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard.

The Leave Details report provides leave history details as to which date the employee has taken leave or has accrued leave.

  • What dates did my employee earn and take leave? What type of leave? What is their running balance?

To retrieve results, be sure to follow the Selection Criteria instructions near the top of the screen. Refer to Using Selection Criteria for OBI Reports for more guidance.

The Leave Accrual Details report displays a running total of leave by leave type as it is used and earned for successive pay periods.

For a list of fields available to include in report customizations, refer to Data Fields Available in PLM Dashboard.