Submitting Standard Reports and Extracts. Payroll/CDC Admin. 3/21/2014 Page 1 Payroll/CDC Admin

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1 Submitting Standard Reports and Extracts Payroll/CDC Admin 3/21/2014 Page 1 Payroll/CDC Admin

2 Section Objectives At the end of this section, you should be able to: Submit standard reports Review concurrent manager for requests Save reports for viewing online View diagnostics, request logs, and reports online Copy output and transfer to your PC Cancel running requests 3/21/2014 Page 2 Payroll/CDC Admin

3 PRISM TRKS Standard Reports and Extracts Standard reports are pre-defined reports that allow you to review PRISM information Reports may run at any time and are submitted via the Submit Requests form Reports may not be executed immediately when requested. A report request is sent to a utility program called the Concurrent Manager. The Concurrent Manager coordinates the processing of several requests simultaneously You can do other tasks while the Concurrent Manager is processing your request Users have access to certain reports based on their responsibility The output for the PTEE818 OTL Timecard to Check Register Extract must be exported to Excel to print in best format 3/21/2014 Page 3 Payroll/CDC Admin

4 PTEE818 OTL Timecard to Check Register Extract: Provides information to assist departments with ensuring accuracy of the Hours Type and Hours entered in PRISM TRKS and paid within a pay period to staff employees. Information is provided by choosing either Biweekly or Monthly Payroll. Report includes CDC Code, Department Name, Employee Name, Employee Number, FLSA, Hours Type and Hours. Report output must be exported to Excel to be printed in best format Refer to Lab 1 Page 7 PPYR319 PDF Check Register Earnings/Net Extract: Provides information to assist departments with ensuring accuracy of the hours submitted. Report includes CDC Code, Last Four Digits of SSN, Employee Number, Employee Name, Earnings Current and Year to Date, Hours, Check/Deposit and Net Pay. Totals are also provided. Report can be viewed, saved as PDF file and then printed as needed. Refer to Lab 2 Page 19 3/21/2014 Page 4 Payroll/CDC Admin

5 Report Parameters Most print requests require you to enter parameter values so you can specify the scope of information you want to see in the output Prompts in the Parameters window are specific to the request you select Sample parameters for OTL Timecard to Check Register Extract Some parameter fields have a List of Values available to ensure you choose a valid parameter value while other parameters are optional and require no value Default values may be predefined for one or more of the parameters associated with your request. Default values are automatically applied to these parameters when the Parameters window is opened 3/21/2014 Page 5 Payroll/CDC Admin

6 Using the Concurrent Requests Windows You can use the Concurrent Requests windows (summary and detail) to: View a list of all submitted concurrent requests Check whether your request has been Submitted Change aspects of a request's processing options Find the position of your request in the queues of available concurrent managers Copy output to your PC Cancel a request You can navigate to the Concurrent Requests windows using the Navigator window. Different Oracle Applications use different menu paths in the Navigator window to access the Concurrent Requests windows. 3/21/2014 Page 6 Payroll/CDC Admin

7 Lab 1: Copy Output to Another Application: OTL Timecard to Check Register Extract Copying your report allows you to transfer the report file from PRISM to your PC using Internet Explorer commands Run the OTL Timecard to Check Register Extract and copy output to Excel 1. Login to PRISM 2. Select the PRISM TRKS Payroll CDC Admin responsibility 3. Run the OTL Timecard to Check Register Extract 4. Export the output to an Excel file 3/21/2014 Page 7 Payroll/CDC Admin

8 Lab 1 Solutions: Copy Output to another Application - OTL Timecard to Check Register Extract Run the OTL Timecard to Check Register Extract Login to PRISM Select the PRISM TRKS Payroll CDC Admin responsibility Select the Run link under Reports Determine the type of request you want to run Single Request Click on OK button 3/21/2014 Page 8 Payroll/CDC Admin

9 Lab 1 Solutions: Copy Output to Another Application OTL Timecard to Check Register Extract Click in the Name field Select the Name of the report you want to run from the List of Values: PTEE818 OTL Timecard to Check Register Extract CDC Admin Note: The list of available reports depends on your responsibility Click OK button Select the Payroll (Required): Pitt Biweekly Note: Please choose either Pitt Biweekly or Pitt Monthly (It is not currently applicable to the Payrolls of Pitt Student Hourly or Pitt UPP2) Enter the Check Date (Optional): Click OK to return to the Submit Request window 3/21/2014 Page 9 Payroll/CDC Admin

10 Lab 1 Solutions: Copy Output to Another Application - OTL Timecard to Check Register Extract Click the Submit button. This automatically opens the Requests window. Check the Phase field to see if the status is Completed. If the report is still running, click on the Refresh Data button to refresh the screen until the Phase field says Completed. Click on the View Output button to view the report online once it completes running. 3/21/2014 Page 10 Payroll/CDC Admin

11 Lab 1 Solutions: Copy Output to Another Application - OTL Timecard to Check Register Extract To view more of the report on the screen, change the font size Click on Tools on the Menu Bar Select Copy Files 3/21/2014 Page 11 Payroll/CDC Admin

12 Lab 1 Solutions: Copy Output to Another Application - OTL Timecard to Check Register Extract Internet Explorer will build a separate window showing the first page of your output. Note: If the file does not open automatically, it may be necessary to click on Internet Explorer displayed at the bottom of your screen (as shown below). 3/21/2014 Page 12 Payroll/CDC Admin

13 Lab 1 Solutions: Copy Output to Another Application - OTL Timecard to Check Register Extract Select the File, Save As command from the Menu bar File name will default Enter appropriate path and add txt as an extension (if it does not default) Select Save as type (if it does not default): Text File (*.txt) Click on the Save button Close the Internet Explorer output window 3/21/2014 Page 13 Payroll/CDC Admin

14 Lab 1 Solutions: Copy Output to Another Application - OTL Timecard to Check Register Extract Open your PC application, such as Excel and find the File name Note: Make sure that you are searching for All Files, not just Excel Click on Open button The Text Import Wizard form will display. Click on Delimited radio (round) button Click on Next button 3/21/2014 Page 14 Payroll/CDC Admin

15 Lab 1 Solutions: Copy Output to Another Application - OTL Timecard to Check Register Extract Check the box to the left of Tab in the Delimiters area Click on Next button Click on Finish button 3/21/2014 Page 15 Payroll/CDC Admin

16 Lab 1 Solutions: Copy Output to Another Application - OTL Timecard to Check Register Extract Save as Excel Workbook Click Save button 3/21/2014 Page 16 Payroll/CDC Admin

17 Lab 1 Solutions: Copy Output to Another Application - OTL Timecard to Check Register Extract Example of OTL Timecard to Check Register Extract in Excel 3/21/2014 Page 17 Payroll/CDC Admin

18 Lab 2: Submit the PPYR319 PDF Check Register - Earnings/Net Run the PDF Check Register Earnings/Net 1. Login to PRISM 2. Select the PRISM TRKS Payroll CDC Admin responsibility 3. Submit the PPYR319 PDF Check Register Earnings/Net 4. View output 3/21/2014 Page 18 Payroll/CDC Admin

19 Lab 2 Solutions: Submit the PPYR319 PDF Check Register - Earnings/Net Submit the PDF Check Register Earnings/Net Select the PRISM TRKS Payroll CDC Admin responsibility Select the Run link under Reports Determine the type of request you want to run Single Request Click on OK button 3/21/2014 Page 19 Payroll/CDC Admin

20 Lab 2 Solutions: Submit the PPYR319 PDF Check Register - Earnings/Net Click in the Name field and select the Name of the report you want to run from the List of Values: PPYR319 PDF Check Register Earnings/Net Note: The list of available reports depends on your responsibility Click on OK button 3/21/2014 Page 20 Payroll/CDC Admin

21 Lab 2 Solutions: Submit the PPYR319 PDF Check Register - Earnings/Net Click in the Parameters field and select the following: Select the Payroll (Required): Pitt Monthly Select the GRE (Required): Univ of Pittsburgh Select the Consolidation Set: Pitt Enter the Check Date (Required): 31-DEC-2013 Select End of Report Total Page (Required): Yes Select CDC: 800 (M) Click OK to return to the Submit Request window Click the Submit button 3/21/2014 Page 21 Payroll/CDC Admin

22 Lab 2 Solutions: Submit the PPYR319 PDF Check Register - Earnings/Net Click the Refresh Data button as necessary until the Phase of the report has changed to Completed Click on View Output button 3/21/2014 Page 22 Payroll/CDC Admin

23 Lab 2 Solutions: Submit the PPYR319 PDF Check Register - Earnings/Net Use the Down Arrow icon to view additional pages of the register which also includes totals. The PDF can be saved or printed by clicking on the appropriate icon noted above. 3/21/2014 Page 23 Payroll/CDC Admin

24 Lab 3: Cancel a Request Cancel a submitted request while job phase is Pending or Running 1. Login to PRISM 2. Run the OTL Timecard to Check Register Extract 3. Cancel submitted request 3/21/2014 Page 24 Payroll/CDC Admin

25 Lab 3 Solutions: Cancel a Request Login to PRISM Select the PRISM TRKS Payroll CDC Admin responsibility Select the View link under Reports Accept the default request choice: All My Requests Click on Find to open the Requests window 3/21/2014 Page 25 Payroll/CDC Admin

26 Lab 7 Solutions: Cancel a Request Select the job to be terminated by positioning your cursor on the appropriate line Click on Cancel Request Save the transaction 3/21/2014 Page 26 Payroll/CDC Admin