HR for Finance / Person Reports

The purpose of this report is to be used to help finance understand the status or progress of job requisitions.

• Used by Cost Center Managers to validate any approved job requisitions for their area as they are not directly in the Job Requisition Approval process.
• Used to help finance understand changes to their encumbrances due to job requisitions being created, filled, or closed. 

• Cost Center Managers
• Cost Center Directors
• Senior Fiscal Officers

note: will only return results from areas which they manage.

The purpose of this report is to be run by Cost Center Managers to manage variances in the general ledger expenses and encumbrances due to employees leaving their positions. It shows termination and end additional job data.

• Run at month end to review what happened over the course of the month.
• Run prior to each payroll run to identify any terminated employees and determine if the Unit/Department wants to process Earning Costing to override any Vacation, Sick or Comp Time payouts.

• HR Finance Analyst

The purpose of this report is to assist finance users to manage variances in the general ledger expenses and encumbrances due to HR transactions for hires and other HR Job changes.

• Run at month end to review what happened over the course of the month.
• Run prior to each payroll run to identify any employees that were hired, had an additional job add or that were transferred (using a filter in the business process reason) that are on the Job Management Staffing Model.  For these individuals costing does not inherently kick off at hire, so an extra step is needed to fund the employee.  If the Costing Allocation is missing for this population the salary and fringe expenses will post to the Default Organization Assignment.

• HR Finance Analyst

The purpose of this report is to be run by Finance users to manage variances in the general ledger expenses and encumbrances due to employees having compensation changes that were not due to a Job Change, Hire/Add Job or Standard Hours Change. It shows changes to base compensation as well as any allowances that are added for employees.

• Run at month end to review what happened over the course of the month.
• Run prior to each payroll run to identify any employees that had allowances entered. This will allow Cost Center Managers to work with their Payroll Costing Specialists to do Earning Costing to override where the allowance should be funded from. If they do nothing then the allowance will use the funding on the worker or position restriction.

• HR Finance Analyst

This report identifies payout liability for Comp Time, Sick Time, and Vacation Time.

• Run to view potential payouts for employees prior to their termination date and can be used for planning purposes.

You must have:

• HR Finance Analyst

AND one of the following roles:

• Cost Center Manager
• Cost Center Director
• Senior Fiscal Officer

The purpose of this report is to be used to help finance monitor completion of effort certifications

• Used to monitor and ensure all effort has been certified by Principal Investigators.

• Cost Center Manager
• Effort Certification Analyst
• Grant Manager

Graduate Fee Authorization Activity - OSU

Report Tips

• HR Finance Analyst

Access to Tableau for the HR – Professional Development Learning: Reporting domain - specifically the AOS/Auditor of State

Access Instructions