Subfolder Report Title Description

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1 Annual Reappointment Letter This report allows a user to create a binding Reappointment contract that both the Appointee and HSC Official can sign off on. It accepts a Rocket ID, Trustee Meeting Date, Appointment Effective, and Expiration Dates. Data This is a Data of faculty data used for all Academic Affair reports. This report was not designed for printing or viewing in the WRL. It was designed for exporting into Excel. Faculty Tracks The report displays faculty name, rank, department, tenure, FTE, annual salary, and track. Additional columns are included when the Excel format is selected for the Format parameter. Faculty Profile This is a report where one can enter a Rocket Id and produce a Faculty Labor Distribution detail for one employee. Data on the report includes Name, Home Address, Campus Address, Phone, Gender, Ethnicity, Faculty Type, Visa, Position, Employee Status, Employee Class, FTE, Tenure, School of Hire, Hire Date, Years of Service, Admin Dept, Academic Dept, Salary, and Funding Source. Faculty Funding List of full and part time, 12 and 10 month employees broken down by academic department. The report contains FTE, Annual, Academic and Administrative Salaries. This report also includes funding sources. HSC Hire Dates Reports all faculty from HSC. Displays academic department, name, academic title, school of hire, orginal hire date, current hire date fte. There are additional columns in the data only view of this report. HSC Alumni Affairs Mailing List List of full time faculty for Alumni Affairs. This report can be run by department and for export Faculty Reappointment List List of full part time 12 and 10 month employees broken down by academic department. The report contains FTE, Annual, Academic and Administrative Salaries. HSC Faculty Appointment Letter This report allows a user to create a binding Faculty Appointment contract that both the Appointee and HSC Official can sign off on. It accepts a Rocket ID, Trustee Meeting Date, Appointment Effective, and Expiration Dates. HSC Faculty Recognition Dinner Worksheet Faculty Recognition List. Displays faculty info with origninal, currrent hire dates, original appointment date (OAD). Years of service from OAD, tenure, college of hire FTE and service group. The report only displays Faculty that have a FTE >=.5 Mailing Labels This report produces Avery 8120 labels. The labels are Faculty Permanent Addresses or Office Addresses Retired Faculty List This report list anyone within the given colleges that have 'Reti' in their termination reason description. HSC Faculty Diversity ( New ) This report displays the full name, dept, academic title, rank, citizenship, gender, birth nation, ethnicity, hire date and school of hire. HSC Faculty Type ( Clinical Affiliation ) This report lists the rocket id, full name, e-class, academic rank, admin dept, admin title, academic track, tenure fte, annual salary, academic salary, admin salary, HSC Terminations Reports all faculty from HSC that have been terminated for one reason or another. Displays Name, rank, department, school of hire, termination date, reason for termination and e-class. There are additional columns in the data only view of this report that could be used for sorting in excel. Parameters include College, Academic Department, and a date range for Termination Date. Equal Opportunity Income Statement Summary by Index Position Control Roster Report Position Control Roster Data Position Control Roster Report Position Control Roster Data With Pool Employee Counts by EEO, Gender, and Ethncity Active Affiliate Listing Athletic Ticket Deduction by Employee Business Continuity Planning Employee Athletic Ticket Deductions by Pay Period Income statement summary by Index. This report displays original budget, adjusted budget, current month, year-todate, prior year month, prior year year-to-date, available balance, and percent used. User input includes fiscal year, month, index, account summary level, organization at any hierarchy level, and fund at any hierachy level. The position control roster is used to ensure that the salary and budget for each specific position in the Banner Human Resource system equals the total base budgeted amount in the Banner Finance system. The report retrieves position labor expenditure data and subtotals for each index and account based on the following user entered parameters: Index, Account, Executive Level, and Division. The report is sorted by Executive Level, Division, Index, Account, and then by Employee Name. The position control roster data is used to ensure that the salary and budget for each specific position in the Banner Human Resource system equals the total base budgeted amount in the Banner Finance system. The report retrieves position labor expenditure data and subtotals for each index and account based on the following user entered parameters: Index, Account, Executive Level, and Division. The report is sorted by Executive Level, Division, Index, Account, and then by Employee Name. The position control roster is used to ensure that the salary and budget for each specific position in the Banner Human Resource system equals the total base budgeted amount in the Banner Finance system. The report retrieves position labor expenditure data and subtotals for each index and account based on the following user entered parameters: Index, Account, Executive Level, and Division. The report is sorted by Executive Level, Division, Index, Account, and then by Employee Name. The position control roster data is used to ensure that the salary and budget for each specific position in the Banner Human Resource system equals the total base budgeted amount in the Banner Finance system. The report retrieves position labor expenditure data and subtotals for each index and account based on the following user entered parameters: Index, Account, Executive Level, and Division. The report is sorted by Executive Level, Division, Index, Account, and then by Employee Name. The report displays summary counts for active employees as of the current date by EEO Skill, Gender, and Ethnicity. Temporary and Student employees are excluded from this report. The report lists the selected active Affiliates in Banner. Details include Name, Legal Name, Rocket ID, Affiliate, Level, Start Date, Comments, and Address. This report displays the total athletic ticket payroll deduction amount by employee for the selected year. Information shown includes employee name, rocket ID, deduction code, deduction description and total deduction amount per deduction code. The report extracts all active employees as of the current date for State business continuity planning (BCP). The report includes a parameter to produce the extract in report or data only format. This report displays employee payroll athletic ticket deductions by pay period for the selected year. Information shown includes employee name, rocket ID, payroll number, pay day, deduction code, deduction description and deduction amount. Active Employees without Active Primary Position Business Continuity Planning Location Classified Hourly Employee Sick Leave Accrual Check Distribution List This report shows all active employees who do not have an active primary position, regardless whether they have a secondary position or not. Data shown include Rocket ID, Name, Hiring Location, PEAEMPL E-Class, Current Hire Date, Adjusted Service Date, Secondary Position Details, and Most Recent Termed Position Details. User input includes hiring location, option to include students and grad assistants, and report format. The report extracts all active University buildings and locations as of the current date for State business continuity planning (BCP). The report includes a parameter to produce the extract in report or data only format. This report displays sick leave accrued and used for Classified Hourly (employee classes of H1, H2, H3 and H4). Data shown includes Department, ID, Name, E-Class, Position Title, Hourly Rate, Accrued Sick Time, Sick Time Used, Bereavement Used, Sick FMLA Used, Accrued Personal Time, Personal Time Used, Personal FMLA Used, Proposed Hours Paid, and Proposed Cost. The user can choose the pay period range to calculate sick time paid. Input parameters include Calendar Year, Beginning Year and Pay Num, Ending Year and Pay Num, Show only Eligible Employees, Rocket ID, and Report Format. This report shows all employees who paid via check for the given payroll. Data shown includes Name and a line for employee signature. Input parameters include Calendar Year, Pay Number, and Pay ID. Page 1 of 7

2 This report lists employees and their skills / certifications by job department. Data shown include Rocket ID, Name, Position, FTE, and information related to the employee s skills and certifications. Input parameters include organization codes, certification / skill codes, and report format. CWA Annual Review and Longevity This report shows all CWA employees by organization. Data shown include ID, Name, Position, Position Suffix, Postion Title, Positon E-Class, Increase Month and Day, Current HIre Date, Adjusted Service Date, Total Seniority, Range, Step and Longevity. Departmental Pooled Position List Employee Anniversaries by Birth or Hire Month Diversity Statistics Report The report list all effective pooled positions by Account Index, Employee Class, and Position Class for the selected Account Index, Fiscal Year, and Position Begin Date range. Information displayed includes Organization Code, Position Number, Position Title, Position Begin and End Date, Fund Code, and Fund Description. The report displays active employees for the seleleted anniversary birth month or orginal hire month. The report displays active employees who have taken the diversity training and includes employee address. This report can be executed for any level within the University. Double Deductions This report will display deduction amounts for the selected calendar year and pay number that have more than one record for the same deduction code and the same pay sequence. Deduction codes included in thie report are: 159,160,161,162,163,164,165,166,167,168,169,16A,16F,16P,170,171,172,173,174,175,176,177,17P,180,181,182,183,18 4,185,18P,190,192,194,233,235,241,243,250,251,252,255,260,261,262,263,264,265,266,267,268,26C,26D,26P,26W,270,273,274,275,276,277,27C,27D,27P,27W,280,281,282,290,291,292,293,300,301,302,314,335,350,400,401,402,404,405, 410,411,415,418,750,751,752,753,754,755,756,757,758,759,75C,763,764,765,766,768,770,772,773,774,775,790,791,79 2,793,794,A33,A35,A60,A61,A65,A66,A69,A71,A72,A75 Employee Birth Dates by Month The report displays the birth date for active employees for the selected month. Other information on the report includes Name, Primary Title, Primary Department, and Mail Stop. Labels (Avery 5260) can be printed for the selected employees' birth month by clicking on the "Print Labels" link in the report header. Students, Graduate Assistants, Residents, and Intermitent/Seasonal employees are excluded from the report. Employee Class Look-up The report lists active employee classes. Employee Postion Info by Dept, Name, or ID The report displays active employee positions as of the entered date for the selected parameters of AVP/Division Level, Organization (Department), Employee Classes, Last Name, First Name, and/or Person ID. Other position information on the report includes begin and end date, employee class, pay ID, position type, account index code, labor distribution percent, postion number, hourly rate, annual salary, and FTE. Note: the position begin date was derived from the first occurance of the personnel date. Employee Office Information The report list office building, room and phone information for currently active employees. The list my be grouped by department or employee class. The information may be filtered by department and employee class. Also, the output may be formated as a report or as data list. Employee Overtime and Comp Summary by Department The report displays summary overtime information for University employees in the Banner Human Resource system. Information is aggregated by executive level, division, deparmtment, and last name. Overtime earnings include; Overtime 1.0, Overtime 1.5, Comp Time Earned, and Comp Time Earned Straight. The report include selections parameters for a start and end pay period end date, executive level, division, and department. The report displays active employee position information by the selected organization level. Other report parameters include organization for the selected level, report date, employee classes, and optional name and ID parameters. Information on the report include , position number, title, begin and end date, employee class, organization code, Employee Positions by Organization Level and FTE. A employee may be listed more than once if they have more than one position. Note: the position begin date was derived from the first occurance of the personnel date. FMLA Hours Usage Recap FMLA Hours Usage Recap report details hours used for a selected time frame and employee ID. Hr Labor Expenditure Detail for Workers Comp This report retrieves human resource labor expenditure detail based upon the following user entered parameters: Pay Period Begin and End Dates and Rocket ID. Report information is sorted by Organization, Calendar Year and Pay Number. The report also subtotals pay amounts and hours. Mail Services Address ( Main Campus ) For currently active employees based on the selected employee groups, the report displays campus or permanent address information, emploee ID, last and first name, and an administrator indicator. Input parameters include an option to list only administrators and to view the output as a report or a data list for exporting. For campus addresses, information includes department, position title, and university . For permanent addresses, information includes gender, and ethnicity. Mail Services Address HSC OSHA Employee Counts by Campus Person List by Name, ID, or E-Class For currently active employees based on the selected employee groups, the report displays campus or permanent address information, emploee ID, last and first name, Input parameters include an option to view the output as a report or a data list for exporting. For campus addresses, information includes department, position title, and university . For permanent addresses, information includes gender, and ethnicity. The report provides an unduplicated count of all employees within the given date range aggregated by campus and instructional support/all others. The report is required for State mandated OSHA annual reporting. The report displays persons for the selected parameters of Last Name, First Name, Person ID, and Employee Class. Other information on the report includes middle name, date of birth with the year masked, the last four digits of the tax ID (social security number), and the employee home department. The report lists active position classes by employee class. Positions Ending within 90 Days The report displays employees whose positions are ending within 90 days of the date entered in the parameters. Salary and Wages Account Codes The report lists valid salary and wages account codes. Vacation Sick Payouts with Accruals The report lists employees that have sick and vacation payouts with sick and vaction balances that are not zero. The hours and amounts of the earnings are shown for the current pay period, month to date, fiscal year to date and calendar year to date. Visa Expirations This report shows data for individuals whose visa will expire within a given data range entered as parameters. The report lists employees that have sick and vacation payouts. The hours and amounts of the earnings are shown for Vacation and Sick Leave Payouts the current pay period. Visa Expires Letter This report is a letter for individuals whose visa will expire within a given data range entered as parameters. Education and Certification Report Hospital Employee Perfect Attendance This is a report that lists the certifications and degrees for employees in a given pay_id. A user can select from parameters that include pay_id, whether the employee has a degree, and what certifications the employee holds. This report shows hospital employee sick hours and sick FMLA hours used for the given time period. Data shown includes Rocket ID, Name, Leave Category, Current Hire Date, Home Org, Job Title, E-Class, Total FTE, Sick Hours Used, FMLA Hours Used, and Total Sick Hours Used. User input parameters include Calendar Year, Beginning Year and Pay Number, Ending Year and Pay Number, and Report Format. Page 2 of 7

3 Nursing Turnover - Individual Separations Nursing Turnover - Unit Summary RN Education Quarterly Report Active Employee LCAT NBAJOBS PEAEMPL Data This report shows all employees who are RNs or LPNs for select departments who terminate positions within the given timeframe. Data shown includes ID, Name, Current Hire Date, Employee Termination Date, Employee Termination Reason, Terminated Job, Job End Date, Job FTE, Job Type, Job Change Reason, and Category. This report shows the number of nurses per department on the given period end date. Data is summarized for both RNs and LPNs by department. Data shown includes Actual Employee FTEs, Full-Time Employee, and Part-Time employees. Input parameteres include Period End Date. This report produces count of Registered Nurses with different degrees across Unit types (hospitals departments). The data depends on the Start date and End date of a quarter. This report lists current employee primary or secondary positions, title, home organization, FTE, Pay ID, Leave Category, Location, FT/PT, Employee Status, and Job End Date This report shows all employees with an active secondary position who do not have an active primary position. Data shown include Rocket ID, Name, Employee Class, Hiring Location, Personnel Date, Secondary Position Number, Position Suffix, and Position E-Class. Active Employees with Secondary Position But No Active Primary Position Active Employees with H1 - B Visas This report will detail all active employees who currently hold a H1B visa type Active Salary Averages Active Average Salaries By E-Class and Position Class AFSCME Eligible Employee Information This report lists changes in employee information for AFSCME eligible employees only. Information changes include Changes name, phone, address and position. This report lists employees who have at least one current position that is part of the AF bargaining unit. Parameters also AFSCME Union Eligibility allow the user to drill down into position and funding data. This report displays employees who have been terminated from a position within the selected time range and are currently terminated employees with a term date in the selected time range. Parameters include Id, E-Class, and Bargaining Unit. Bargaining Unit Terminations Benefit Eligible Active Employees The report list employees who have been terminated based on the given date range, do not have a termination date, and without an Active Position have an active position. Report list Health Care coverage for employees by Carrier and ID. Parameters include Deduction, Pay ID, and Benefit Participants by Deduction Code Report Format.showing Health Care - for employees - type of coverage/ type of plan This report shows all employees along with their elected medical, dental, pharmacy, vision, and life insurance coverages. Data includes ID, Name, insurance code, insurance description, coverage option and employee amount for each Benefit Participant insurance type. This report is a personal benefit summary sheet for HSC H, HSC S, and HSC C employees in the following benefit categories: 'AA','AB','EA','HA','HB','HD','HE','JA','JB','RA'. It can be run for all of this group of employees or just one HSC Benefit Re-enroll Second Form Benefit Participants with Dependents Benefit Re-enroll Second Request - HSC - Outstanding Spouse and/or Over 19 Year Olds Benefit Re-enroll Second Request - MC FT - Outstanding Spouse and/or Over 19 Year Olds MC Full-time Benefit Re-enroll Second Form MC Part-time Benefit Re-enroll Second Form Benefit Re-enroll Second Form - MC PT - Outstanding Spouse and/or Over 19 Year Olds MC Part-time Benefit Re-enrollment Sheet -- Alphabetic or Individual MC Full-time Benefit Re-enrollment Sheet -- Alphabetic or Individual HSC Benefit Verification Individual Employee This report shows all employees along with their elected medical, dental, pharmacy, vision, and life insurance coverages. Data includes ID, Name, insurance code, insurance description, coverage option and employee amount for each insurance type. Also included are participants' dependents and plans enrolled in. This report is a personal benefit summary sheet for HSC H, HSC S, and HSC C employees in the following benefit categories: 'AA','AB','EA','HA','HB','HD','HE','JA','JB','RA'. It can be run for all of this group of employees or just one Restricts to types C, S, CS from the checkin table. This report is a personal benefit summary sheet for MC Full-time employees in the following benefit categories: Restricts to types C, S, CS from the checkin table. This report is a personal benefit summary sheet for MC Full-time employees in the following benefit categories: This report is a personal benefit summary sheet for MC Part-time employees in the following benefit categories: This report is a personal benefit summary sheet for MC Part-time employees in the following benefit categories: Restricts to types C, S, CS from the checkin table. This report is a personal benefit summary sheet for MC Part-time employees in the following benefit categories: This report is a personal benefit summary sheet for MC Full-time employees in the following benefit categories: The report lists each employee in the selected classified group, along with their base rate, longevity, and total rate as of Classified Employee Pay Rates by Group the last payroll. Selection groups include Classified Bargaining Unit (CWA) or Classified Exempt employees. MC FT Benefit Verification Individual Employee MC PT Benefit Verification Individual Employee HSC Benefit Re-enrollment Sheet -- Alphabetic or Individual Current Wages and Adjusted Service Date This report is a personal benefit summary sheet for HSC H, HSC S, and HSC C employees in the following benefit categories: 'AA','AB','EA','HA','HB','HD','HE','JA','JB','RA'. It can be run for all of this group of employees or just one This report shows all employees with current positions and Years of Service. Data shown includes ID, Name, Hiring Location, Birth Date, Age, Employee Home Org, Position, Job Suffix, Title, Contract Type, Position E-Class, Annual Salary, and Years of Service. Report also notes if the employee has a OPERS/STRS deduction within the last 30 days. Input parameters include Sort Order and Report Format. Page 3 of 7

4 CWA Job Class Seniority Report with Detail Drill-Down CWA Bargaining Unit Changes Employee Deductions not Deducted from Pay CWA Sick Leave Accrual Classified Retention Points Summary Dependents Aged Over Benefit Eligibility This report displays CWA job class seniority. Seniority is defined in the current collective bargaining agreement between the University of Toledo and the Communications Workers of America Local It is determined by dividing the number of hours in an employee's regular bargaining unit assignment by the number of hours in a typical work year (2080). Prior to July 1, 1996, assignment data was recorded by hand and is listed in this report as "Prior Seniority". The original hire date reflects the date the employee became a permanent employee of the University, not when they became a member of the Bargaining unit. This report allows for drill-down into an employee's seniority detail. Added Position Status to sort on 4/20/2017. The report lists CWA members whose position has changed during the requested period. Report categories include new hires, adds or changes, exits, and separations. This report lists employees who have deductions setup in Banner, but the deductions were not deducted from the given pay period. This report displays sick leave accrued and used for CWA Employees (employee classes of H3 and H4). Data shown includes Department, ID, Name, E-Class, Position Title, Hourly Rate, Accrued Sick Time, Sick Time Used, Bereavement Used, Sick FMLA Used, Accrued Personal Time, Personal Time Used, Personal FMLA Used, Proposed Hours Paid, and Proposed Cost. The user can choose the pay period range to calculate sick time paid. Input parameters include Calendar Year, Beginning Year and Pay Num, Ending Year and The report displays retention points for current non-terminated CWA employees as of the user entered date by position class. The output is ranked by each employee's total retention points. Retention points are calculated from the current date back to July 1, This report lists employee dependants who will turn 24 or older during the selected coverage year. Data shown includes hiring location, employee ID, employee name, dependant name, relationship, dependant birth date, dependant current age, dependant age on Jan 1 of selected year, and dependant age on Dec 31 of selected year. For the Excel format, office address, home address and address are also shown. Employee New Hires This report displays employee data for new hires from the Employee Current Position Materialized View. Parameters accepted include begin and end date (current hire date must fall between), as well as bargaining unit and hiring location. Employee Rehire This report gives detailed information of former UT (status code S, T, or R) and MCO (status code 3S, 3R and 3T) employees. The detailed information includes Employee ID, First and Last Names, position, position title, Index, Annual Salary, Status, Status Date, and the Reason for the end of Employment. Employee Dependents This lists employees and their current dependents. It accepts Pay Id as a parameter. Employee Performance Appraisal Reports provides Employee Performance Appraisal details by the inputted appraisal date and payroll groups. You may select to print all employees and the status of the appraisal, or only the employees who have outstanding appraisals. You may also run the report for only hospital employees. Employee Separation Submission Statistics This report shows statistics on the online submission of employee separations Employee Terminations This report displays employees who have been terminated from a position within the selected time range. Parameters include Id, E-Class, Hiring Location, and Bargaining Unit. Local and Permanent address information is included when selecting the extract output format. Employee Vacation Request Form The report provides a verification form by the given department and/or employee ID. Employees by Job Code The report includes current active employees for the selected job codes. Employees are also grouped by job code. Employees by NBAJOBS Department with Position Info This report displays data for employees and their position by Department on NBAJOBS in Banner. Parameters include one or more departments. Employment Cost Index US Department of Labor - Bureau of Labor Statistics Employees' Graduating Dependents This report displays the number of employees in a given month who have dependents that are graduating. Employees Eligible for Benefits This report lists employees eligible for benefits -- they must be in the following Benefit categories: (C1,C2,C3,C5,C6,F1,F2,F4,F5,P1,P2,P3,U1,U2,U3,U4,AA,AB,EA,HA,HB,HD,HE,HF,HG,JA,JB,RA). The report accepts a parameter of hiring location -- HS, MC, or All. Employment Verification This report is a letter for individuals needing employment verification using a rocket id entered as a parameter. ERIP OPERS Trigger Report This report shows all ERIP eligible separations within the given date range within the given Unit (Hiring Location) FMLA Employee Details The report displays FMLA detailed information for the selected Employee ID and Date Range. Information displayed includes hiring location, service date, permanent address, leave balances, FMLA details by payroll end date, and position details. FMLA Total Hours Ranked The report rank orders employees who have reported FMLA Hours for the selected date range. Report parameters include Department and minimum number of total FMLA hours. H1-B Visa Expiration Date Detail This report will detail all active employees who currently hold a H1B visas with a expiration date within the next 5 months. Head Count Head Count report by job hiring location. This report includes current, active, permanent full and part time jobs held by employees, including graduate assistants, temporary employees, and student employees. Funding Source Detail This report breaks down the funding accounts and percentages for a given employee and their position. HSC Anniversary Increases Includes Rocket ID, Name Postion, Job type, EClass, Grade, Step, Longevity, Anniversary Date, Hourly Rate. This report pulls employees whose Adjusted Service date's month and day fall in the parameter range. HSC Hourly/Resident Life Insurance Monthly Update Report The report displays life insurance update results of HSC hourly employees and residents. HSC Longevity Increases Includes Rocket ID, Name Postion, Job type, EClass, Grade, Step, Longevity, Adjusted Hire Date, Hourly Rate. This report pulls employees whose Adjusted Hire Date's Month and Day falls in the parameter range HSC Probationary, Anniversary, & Longevity automated Increases This report details the employees that are eligible for or received anniversary, probation and longevity increases that belong to HSC payroll. HSC Probationary Increases Includes Rocket ID, Name Postion, Job type, EClass, Grade, Step, Longevity, Probationary End Date, Hourly Rate. This report pulls employees whose probation date falls in the parameter range. I-9 Audit This report lists employees who either have or do not have an I-9 form on file with the HR office. Increase Letters Displays Increase Letters for unions due to longevity, probation, or anniversary. Increase Letters Dynamic Recipients This report is used to create a list of recipients for Longevity, Probationary and Anniversary letters. This report is used as the dynamic recipients report in the Increase Letters Publication. Intermittent-Seasonal Hours over Threshold The report displays Intermittent or Seasonal employees whose total hours worked have exceeded a minimum threshold within a calendar year. Selection parameters include Calendar Year, Employee Class, and Threshold Hours. Intermittent employees include e-classes H6, A5, A6, B4, B8, C6, N3, N4, N5, N6, N9, and Emergency employees includes e-class H7. Page 4 of 7

5 This report combines the Employee Life Insurance billing information for Basic and LTD for HSC. It is extracting deduction codes: 763, 764, 765, 766, 768, 770, and 772. It calculates a reduced coverage rate starting the month one turns 70, unless birthday is on the 1st that month (then reduces coverage begins the next month). It calculates the LTD with a cap of $ It also has hardcoded the rates to break up the premium between Basic and AD&D. There is a Rate Error column to indicate the found rate is not in the report for distribution. Life Insurance HSC Basic and LTD Warning: this report will need changing if deduction codes change, cap changes or the rate distribution changes. Assignment Detail 016 Screen This report lists the assignment detail similar to the 016 screen in PLUS. Assignments List Legacy Employee Information (010, 011, and 012) This report displays the assignments list from the legacy HRS system for the ID/Name and date range given. Data shown include job code, org, position number, start date, end date, FTE, reg hours, earn code, schedule, payrate, assigned amount, annual salary, and position title. This report allows drill-down into assignment detail. This report displays HR Legacy data that meets the criteria defined in parameters of Last Name, and/or First Name, and/or SSN. This report combines the Employee Life Insurance billing information for Basic and LTD for MC. It is extracting deduction codes: 750 & 751. It calculates the LTD with a cap of $87,716. It also has hardcoded the age reduction rates for Basic: 80 & over -> 30%; 75 to 80 -> 40%; 70 to 75 -> 60% Life Insurance MC Basic and LTD Warning: this report will need changing if deduction codes change, cap changes or age reduction rules change. This report combines the Employee Voluntary Life Insurance billing information for HSC: spouse, child, employee, dependent, and supplemental. It is extracting deduction codes: 773, 774, 775, 758, and 759. Life Insurance HSC Voluntary Warning: this report will need changing if deduction codes change. This report combines the Employee Voluntary Life Insurance billing information for MC. It is extracting deduction codes: 752, 753, 755, 756, and 757. Life Insurance MC Voluntary Warning: this report will need changing if deduction codes change. Medical Leave Applications This report retrieves online medical leave applications for a given date range. This report displays all benefit eligible employees who do not currently have a medical, dental, or vision deduction code. Missing Benefits, but Eligible Only employees with a current hire data 41 days or more prior to today's date are shown. This report summarizes current earnings and number of employees paid for each employee class for the selected pay Pay Period Summary by E-Class period. Pay Period Summary by E-Class This report summarizes current earnings and number of employees paid for each employee class for the selected pay and Hiring Location period. This report summarizes current earnings and number of employees paid for each employee class for the selected pay Pay Period Summary by Position period. The report consists of three sections: all positions, primary positions only, and secondary positions only. It is Type and Hiring Location further separated by hiring location. Probationary Field Audit This is a report to review probationary dates and probationary periods. This report produces increase letters for employees with a Program Progression increase. The letter is formatted to fit a Program Progression Letters window envelope. Input parameters include Effective Date and Pay ID. Re-Enrollment Check In Status This report will produce a status of all Benefit Enrollment forms which have been returned to the HR Offices. Resident Information This report lists all currently employed residents. Data shown include ID, Name, Ethnicity, Gender, Rate, Salary, Grade, Step, Position Date, Position Change Reason, Address, Permanent Address and Local Address. Report can be formatted for printing or for export to Excel. Seniority Listing by Position The report displays current active employees by job code for the selected employee classes and payroll IDs. Seniority Listing by Position with Adjusted Hire Date The report displays current active employees by position for the selected employee classes. This report contains additional data that are not on the Seniority Listing by Position report. Seniority Listing with Office Addresses The report displays current active employees by position for the selected employee classes and IDs. Employee birth date, Age, mail stop, building number and address are also displayed. There are options to display the following: only employees under the age of 18, only working out of class employees, only interim positions, only contingent positions, and only auto pay positions. NOTE: Step Anniversary Date and Probationary End Date appear only on the Excel formatted report. SMART Goals This report produces a list of unclassified employees who are newly hired, promoted, and/or transferred in the selected month for use in setting SMART Goals with their supervisors. SMART = goals that are Specific, Measurable, Achievable, Realistic and Timely. Step and Longevity Eligibility The report lists all employess who may be eligible for a Step and/or Longivity increases during the specifed pay year and pay number. Step and Longevity Increases The report displays classified exempt employess with their step and/or longevity increase status during the specifed pay year and pay number. Temporary and Student Employees This report displays current active temporary and student jobs along with employees and students associated with those jobs. Input parameters include Hiring Location, Job Type (temporary, student) and Display Data Only. Terminated Employees with H1 Visas The report displays employees who have H1 visa's that have been terminated from the Universty. Terminations for EAP This report displays all benefit eligible employees who are terminated within the input Banner Entry Date range. Data shown include ID, Name, Term Date, Banner Activity Date, and Hiring Location. User input includes Start Date, End Date, Hiring Location, and Report Format. Vacant Positions Current The report displays current vacant active positions by executive (VP) level, division, position class, and employee class. Input parameters include executive level, division, organization (department), employee class, and report output format for extracting report information. Weekly New Hire Benefit Eligible This report shows benefit eligible new hires/ rehires for the last 7 days (according to PEBEMPL ACTIVITY DATE). This report runs on weekly bases Annuity Reporting The report provides a list of employees participating in the 403b and 457b retirement program for a specific pay period. Information on the report includes annuity type and pay period information, employee information, and employee contribution amounts for the current period. Accrual Adjustments for Voids and Manuals This report shows all employees who had a void or manual check that occurred during the timeframe of the selected pay period. Data shown include Rocket ID, Name, Leave Category, Vacation Accrual Amount, Sick Accrual Amount, Calendar Year, Pay Number, Pay ID, Sequence Number, Event Type, Hours Eligible for Leave Accrual, and Activity Date. User input includes calendar year and payroll number. AFSCME Employee Overtime Hour Quarterly Report This report displays AFSCME employee who has hour in the earning code of 31, 34, 344, 345, 346 or 347 for the user input calendar year and payroll numbers. Data shown include Rocket ID, Name and Sum of hours for the earning codes Page 5 of 7

6 ARP Report of Current Deductions by Check Distribution List With Employee Classes Child Support Compensatory Time Detail Court Orders CWA Union Dues Deduction Codes Direct Deposit Zero Priority Earnings Codes Employee Direct Deposit Information Employee Deductions Employee Incorrect Disbursements Earnings Codes by Employee Employee Positions Without End Date Employee Separation Submission Statistics The report lists employees who have participated in an annuity in a calendar year up through the selected pay date. This report includes ARP employee and employer contributions and year to date contributions by plan for the selected pay period. This report displays the employees who paid via check for the given payroll. Information shown includes Name, Rocket Number, Employee Class, Employee Class Description and ID. Input parameters include Calendar Year and Pay Number. This report displays employees who are set up with the selected child support deduction code for the given payroll number. Information shown includes Rocket ID, Name, Pay ID, Deduction Code, Gross Wages, Mandatory Deduction Amount, Disposable Wages, % of Disposable Wages, Amount Withheld, and Difference between % of Disposable Wages and Amount Withheld. The report displays detailed history information for non-terminated employees who have earned compensatory time. Report select parameters include begin and end transaction date, last name string, and Rocket ID string. This report shows payroll deductions per employee for the given calendar year, pay number, and deduction. Data shown include Deduction, Rocket ID, Name, SSN, Pay ID, Amount Withheld, and Reference Number. Total amount withheld is calculated for the deduction code. For CWA union employees, the report includes month to date and year to date union dues deduction information by employee name based on the user select year and month. This report shows all deduction codes from Banner form PTRBDCA. Data shown include deduction code information and labor distribution override information. Input parameters include sort order (code or description) and report format. This report displays all employees with a direct deposit that has a priority of zero, status of active, and the payroll flag checked. Information shows includes Rocket ID, Name, Status, Priority and Amount. This report lists all earnings codes from PTREARN in Banner. Data shown include Code, Description, Rate Indicator, Rate, Multiplication Factor, Type Indicator, Leave Code, Labor Distribution Override Indicator, Base Salary Indicator, and Exception Indicator. Input parameters include sort order (sort by code or description) and report format. The Employee Direct Deposit report provides employee direct deposit set up information from Banner form GXADIRD. This includes their banking accounts and the designated amounts or percentages for erach account and direct deposit status. The statuses are used to audit data entry of direct deposit elections, prenote status, and when the direct deposit is ran through a payroll, active status. This report displays employee deductions per payroll number. Data shown include Rocket ID, Name, Deduction Code, Deduction Description, Calendar Year, Pay Number, Sequence Number, Check Data and Amount. User input includes Rocket ID, Deduction Code, Start Date, End Date and an option to group by deduction code or payroll number. This report displays any employee where direct deposit percentage priority number is lower than the direct deposit amount priority number. Information shown includes ID, Name, Amount Sequence Number, Amount, Percentage Sequence Number, and Percent. This report lists employees and their earnings codes. Information displayed includes Rocket ID, Name, Employee Class, Position, Earnings Code, Hours, Hourly Rate, Earning Amount. User input includes Calendar Year, Number, Earnings Code and Rocket ID. This report shows employee positions where the position has no end date and employee class is F6, F7, F8, F9, FA, FB, FC, FD, FF, FN, G1, H8, H9, S1, S3, S4, S5, S6, U4, or U5. Information displayed includes Rocket ID, Name, Position, Position E-Class, Job Suffix, Position End Date, and Effective End Date. This report shows statistics on the online submission of employee separations Employer Deductions Faculty Positions Without Excluded Deduction HSC Employee Hours Worked HSC Employee Deductions This report displays employer deductions per payroll number. Data shown include Rocket ID, Name, Deduction Code, Deduction Description, Calendar Year, Pay Number, Sequence Number, Check Data and Amount. User input includes Rocket ID, Deduction Code, Start Date, End Date and an option to group by deduction code or payroll number. This report lists all employees with current faculty positions that do not have an excluded deduction of 880 or 881. There are no input parameters. This report shows total hours worked by earnings code for selected HSC employee earnings codes. Input parameters included beginning calendar year and pay number, and ending calendar year and pay number. This report displays HSC employee deductions for user specific calendar year and payroll number. User input includes calendar year, payroll number and deduction code. Data shown include Rocket ID, Name, Identifier, Calendar Year, Pay Number, Sequence Number, Employee Deduction Amount, Arrearage Current Amount and Arrearage Recovered Amount. This report displays accrual maintenance information from the legacy HRS system for the ID/Name given. Data shown include vacation, personal, and sick time balances and accruals. Accrual Maintenance Assignment Detail 016 Screen This report lists the assignment detail similar to the 016 screen in PLUS. Banner to FRS Plus Labor Distribution Crosswalk The report displays Banner Labor Distribution crosswalked to SCT FRS Plus. Assignments List Check History Detail Check History List Employee Contribution Details Employee Contrubution List Employer Contribution Details This report displays the assignments list from the legacy HRS system for the ID/Name and date range given. Data shown include job code, org, position number, start date, end date, FTE, reg hours, earn code, schedule, payrate, assigned amount, annual salary, and position title. This report allows drill-down into assignment detail. This report displays a check history detail from the legacy HRS system for the Check Number, Year and ID/Name given. Data shown include check number, issued date, end date, payroll ID, sick balance, sick accrual, vacation balance, vacation accrual, type, description, current amount, and YTD amount. This report displays a check history list from the legacy HRS system for the Year and ID/Name given. Data shown include check number, issued date, gross, taxes, deductions, benefits, direct deposit, and net amount. The report allows for drilldown to check details. This report displays employee deduction detail information from the legacy HRS system for the ID/Name, Coverage Start Date, Plan Type, Plan Code, and Coverage Code given. Data shown include coverage end date, payroll start and end dates, goal amount, goal paid, arrears amount, and paid amount accumulations. This report displays the employee contribution list from the legacy HRS system for the ID/Name given. Data shown include plan type, code, coverage code, begin date, end date, payroll begin and end dates, goal, changed date, rate and YTD amount. This report allows drill-down into employee contribution detail. This report displays employer contribution detail information from the legacy HRS system for the ID/Name, Coverage Start Date, Plan Type, Plan Code, and Coverage Code given. Data shown include coverage end date, payroll start and end dates, goal amount, goal paid, arrears amount, and paid amount accumulations. Page 6 of 7

7 Employer Contrubution List This report displays the employer contribution list from the legacy HRS system for the ID/Name given. Data shown include plan type, code, coverage code, begin date, end date, payroll begin and end dates, goal, changed date, rate and YTD amount. This report allows drill-down into employer contribution detail. Quarterly ODJFS Earnings The report provides a list of employees and their quarterly earnings. The output is sent to the Ohio Department of Jobs and Family Services (ODJFS). ODJFS Hire Report The report lists all employees who are reported to the Ohio Department of Job and Family Services (ODJFS) as new hires for the listed pay period. Pay Period Audit Report This report will compare pay periods to audit the gross earnings for reasonables. Those pay periods which are higher or lower than the previous pay period will be highlighted. / Finance Interface Details This report shows data from the / Finance Interface. Data shown include Fiscal Year, Calendar Year, Pay Number, Pay ID, Category, Rule Class, Fund, Org, Program, Account, Document Number, Rocket ID, Name, Amount, Debit/Credit Indicator, Source, Document Date, and Transaction Date. Input parameters include Calendar Year, Number, Document Number, and Report Format. Activity Audit Report Adjustments, Voids, and Manuals Adjustments, Voids, and Manuals - With Comments Adjustments, Voids, and Manuals During Timeframe by Employee This report will produce an audit excel spreadhsheet detailing all activity for the previous day. Data is extracted from the ODS. It excluse eclass S1, S2, S3 and S7. This report will be scheduled and ed to Patty Peterson daily. This report displays all payroll adjustments, voids and manual entries that were processed during the selected pay period. Information shown includes Rocket ID, name, event type, year, affected pay period, adjust date, gross amount, net amount, deductions, document number and document amount. Selection parameters include calendar year, pay period, sort order, and the option to group by payroll identifier. This report displays all payroll adjustments, voids and manual entries with comments that were processed during the selected pay period. Information shown includes Rocket ID, name, event type, year, affected pay period, adjust date, gross amount, net amount, deductions, document number and document amount. Selection parameters include calendar year, pay period, sort order, and the option to group by payroll identifier. This report displays all payroll adjustments, voids and manual entries that were processed during the selected timeframe. Information shown includes Rocket ID, name, event type, year, affected pay period, adjust date, gross amount, net amount, deductions, document number and document amount. Selection parameters include calendar year, pay period, sort order, and the option to group by payroll identifier. This report shows one record per Pay Period, Pay ID, and Employee. Information shown includes Pay ID, Rocket Number, Name, Document Number, Document Amount, Document Date, Earnings Amounts, Deduction Amounts, Home Organization and Address. Deduction Web Upload Details This report displays payroll deduction history loaded by deduction programs. This report displays payroll deduction comparison results for loaded records vs. deducted records. Deduction Comparison Report Garnishments This report displays all employees who have garnishments for the selected calendar year and pay number. Missing Deductions Pay Period Summary Pay Period Summary by E-Class This report lists all current employees who are not set up in Banner for the selected deduction. Except for the CWA union due deduction which only considers current employee with employee class of H3 and H4, the AFSCME deduction that only consider current employee class of B1,B2,B4,B5,B6 and B8. Deduction selections include: Federal Tax, State Tax, City Tax, Retirement, CWA Union Due and AFSCME deduction. For the Retirement deduction only, employees with employee class of G1, G2, S1, S4, S6, or S8 are excluded from the report. The report summarizes earnings and deductions for the selected payroll period. Summary amounts are grouped by the payroll identifier. Report fields include code, description and amount. Deductions are grouped as follows: health care, annuities, school taxes, other taxes, life insurance, foundation and other deductions. This report summarizes current earnings and number of employees paid for each employee class for the selected pay period. Quarterly Summarized Deductions The report summarizes payroll deductions amounts by deduction code for the given calendar year and quarter. Public Employee Retirement Reporting The report provides a list of employees participating in the Ohio Public Employee Retirement System (OPERS) for a specific pay period. Information on the report includes gross earnings, contribution per month and current period, and employer contribution for the month. Quarterly Summarized Earnings The report summarizes earnings by earning code for a selected calendar year and payroll number range. State Teachers Retirement System Reporting by Pay Period The report provides a list of employees participating in the State Teachers Retirement System (STRS) with the user specified pay date and payid. The report shows the dollar amounts for STRS, taxable gross, employer contributions, current employee contribution, and current taxable gross. State Teachers Retirement System Reporting STRS Administrative Fee Deductions STRS Annual Report The report provides a list of employees participating in the State Teachers Retirement System (STRS) which includes dollar amounts for STRS, taxable gross, employer contributions, current employee contribution, and current taxable gross. This report displays all employees who have the STRS Administrative Fee Deduction (140) for the given Fiscal Year. Data shown include Name, SSN, Carrier, Descirption, Begin Date, and End Date. This report shows all employees paying into STRS Deduction Code (100) for the given fiscal year. Data shown include Name, SSN, Employee Deduction Amount, Position, Pay ID, Position Dates, Salary, and FTE. STRS ARP Reporting The report provides a list of employees for the University's contribution to the State Teachers Retirement System (STRS) ARP for a specific pay period. Information on the report includes employee name, employer contribution amount, and employee gross amount for the period. Input parameters include Year, Month, and Data Source (Banner/Lawson/Both). Time Sheets Time Sheet Supervisor Sheet for Pay Period Totals. Events with Disposition Less than 70 This report provides a list of all checks, manuals, voids or labor redistributions with a disposition of less than 70. There are no input parameters. Timesheet Pending Status This report shows timecards with a pending status, the supervisor responsible and their address. W2 Toledo Audit Summary The report provides a summary of the W2 amounts reported to the City of Toledo for the selected tax year. W2 Ohio Audit Summary The report provides a summary of the W2 amounts reported to the State of Ohio for the selected tax year. UTC3 Employee This report will extract employee data for creation of the extract data needed for the UTC3 campaign. Usually executed in Aug/Sept for beginning of campaign Student Employment Student Employee Registration The report lists student employee registration information for Employee Classes; Student Employees, Non-Exempt, and/or Student Interns. Information on the report includes employee ID, name, current term, current career, current total attempted hours, cumulative GPA for the current career, mail stop, and active job information for the report date. Report selection parameters include Report Date, Term, Student Employment Types, and Name string. Student Employment Student Employees over 40 Hours The report lists student employees by department who have worked over 40 hours within a pay period. Page 7 of 7