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Training Guide HR Query and Reports
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HR Query and Reports Table of Contents Query and Reports ............................................................................................................ 1
Query ........................................................................................................................................... 1 Run a Query ............................................................................................................................................. 1
Reports ......................................................................................................................................... 4 Reports ..................................................................................................................................................... 5 Time Reports ........................................................................................................................................... 7
Training Guide HR Query and Reports
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Query and Reports Query and Reports These UPKs illustrate the various reports and query that you can run in PeopleSoft.
Query Running a Query This tutorial illustrates the process of running a Query in PeopleSoft.
Run a Query Running a Query This tutorial provides instructions for running a query in PeopleSoft.
Procedure This tutorial will instruct on how to run a Query in HTML or Excel.
Step Action 1. Click on the Main Menu.
Training Guide HR Query and Reports
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Step Action 2. Click the HCM Reporting Tools folder.
3. Click the Query folder.
4. Click the Query Viewer page.
5. Click on the field.
6. Enter "UTZ_HW_ACT_F" in the field.
7. Click on the Search button.
8. Decision: Select an option:
• HTML Go to step 9 on page 2
• Excel Go to step 16 on page 3
9. Click on the HTML link.
10. Click on the New Tab.
11. Click the Set ID field.
12. Populate the Set ID field with UTEP1.
13. Click the View Results button.
14. The information for your report will load.
Press [Enter] to finish. 15. You now know how to run a Query in PeopleSoft.
End of Procedure. Remaining steps apply to other paths.
Training Guide HR Query and Reports
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Step Action 16. Click the Excel link.
Training Guide HR Query and Reports
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Step Action 17. Click on the New Tab.
18. Click the Set ID field.
19. Populate the Set ID field with UTEP1.
20. Click the View Results button.
21. Click the Open button.
22. Your query excel file will open.
Press [Enter] to finish.
23. You now know how to run a Query in PeopleSoft using Excel. End of Procedure.
Reports Run a Report in PeopleSoft This tutorial illustrates how to run a report in PeopleSoft.
Training Guide HR Query and Reports
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Reports Run a Report in PeopleSoft This tutorial illustrates how to run a report in PeopleSoft.
Procedure This tutorial provides instructions for running a report in PeopleSoft.
Step Action 1. Click on the Main Menu.
2. Click on the Workforce Administration folder.
3. Click on the Job Information folder.
4. Click on the Personnel Actions History page.
5. Click on the Add a New Value tab.
6. Click on the Run Control ID field.
Training Guide HR Query and Reports
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Step Action 7. Enter REPORTS in the Run Control ID field.
8. Click on the Add button.
9. Click on the Save button.
10. Click on the Personnel Actions History.
Alternatively, you can refresh the page.
11. Click on the Run Control ID field.
12. Enter REPORTS in the Run Control ID field.
13. Click on the Search button.
14. Click on the REPORTS link.
15. Click on the Run button.
16. Click on the OK button.
17. Click on the Process Monitor link.
18. Click on the Refresh button.
19. Note: You need to refresh until Run Status changes to Success
and Distribution Status changes to Posted. Press [Enter] to continue.
20. Click on the Employee Self-Service tab.
21. Click on the PER015 link.
22. Click on the link that ends with .PDF.
23. The report opens in PDF format.
You have now learned to run reports in PeopleSoft. End of Procedure.
Training Guide HR Query and Reports
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Time Reports Run a report in Time Reporting This tutorial illustrates how to run a report in the PeopleSoft Time Reporting module.
Procedure This tutorial illustrates how to run a report in the PeopleSoft Time Reporting module.
Step Action 1. Click on the Main Menu.
2. Click on the UTZ Customizations folder.
3. Click on the Time and Labor folder.
4. Click on the Reports folder.
5. Click on the UTZ Time Report page.
Training Guide HR Query and Reports
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Step Action 6. Decision: Select an option:
• Add a New Value Go to step 7 on page 8
• Find an Existing Value Go to step 27 on page 9
7. Click on the Add a New Value tab.
8. Click on the Run Control ID field.
9. Enter REPORTS on the Run Control ID field.
10. Click on the Add button.
11. Click on the Start Date field.
12. Enter 5/01/2014 in the Start Date field.
13. Click on the End Date field.
14. Enter 5/15/2014 in the Run Control ID field.
15. Click on the SemiMonthly button.
16. Click on the Group ID lookup button.
17. Click on the ELPPAYR link to select the PayGroup.
18. Click on the Run button.
19. Click on the OK button.
20. Click on the Process Monitor link.
21. Click on the Refresh button.
22. Note: You need to refresh until Run Status changes to Success
and Distribution Status changes to Posted. Press [Enter] to continue.
Training Guide HR Query and Reports
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Step Action 23. Click on the Details link.
24. Click on the View Log/ Trace link.
25. Click on the link that ends with PDF.
26. This has open the report in PDF.
You have learned how to run a report in the PeopleSoft Time Reporting module. End of Procedure. Remaining steps apply to other paths.
Step Action 27. Enter "REPORTS" in the Run Control ID field.
28. Click on the Search button.
29. Click on the REPORTS link.
30. Click on the Start Date field.
Training Guide HR Query and Reports
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Step Action 31. Enter 5/01/2014 in the Start Date field.
32. Click on the End Date field.
33. Enter 5/15/2014 in the Run Control ID field.
34. Click on the SemiMonthly button.
35. Click on the Group ID look button.
36. Click on the ELPPAYR lookup button.
37. Click on the Run button.
38. Click on the OK button.
39. Click on the Process Monitor link.
40. Click on the Refresh button until
Run Status changes to Success and Distribution Status to Complete.
41. Note: You need to refresh until Run Status changes to Success
and Distribution Status changes to Posted. Press [Enter] to continue..
42. Click on the Details link.
43. Click on the View Log/ Trace link.
44. Click on the link that ends with PDF.
45. This has open the report in PDF.
You have learned how to run a report in the PeopleSoft Time Reporting module. End of Procedure.