Process Type Process Name Description Business Process
Either referenced in the BP or have instructions on how to run the process in the BP

If more than one BP is referenced, the BP with the most instructions will be selected and listed here		 Source Functional Area Output Frequency Path Report/Process Description (from Portal)
SQR Report APP001 Adverse Impact n/a PeopleSoft Recruiting Report On Demand Workforce Monitoring > Meet Regulatory Rqmts > Regulatory Reports > Adverse Impact Lists total number of job applicants, total job offers made, and total applicants hired for a specified date range and calculates various ratios

Provides information on recruitment and hiring practices; compares hiring decisions for white males to ethnic minorities and females. This report includes only those individuals for whom the applicable job actions were recorded during the date range you specify on the Adverse Impact page.
SQR Report APP002 Job Group Movement Analysis n/a PeopleSoft Recruiting Report On Demand Recruiting > Reports > Job Group Movement Analysis Generates the Job Group Movement Report. Provides gender and ethnic group movements in and out of an organization and tracks career progression patterns.
SQR Report APP003 Requisition Status n/a PeopleSoft Recruiting Report On Demand Recruiting > Reports > Requisition Status Listing
OR
Workforce Administration > Workforce Reports > Request Ad hoc Process		 Report shows job code, position number, status, and other details for each job requisition number in the system.

For each job requisition, the report lists job information, requisition status, recruiter, the number of applicants, and expenses information. 
SQR Report APP004 Requisition Posting Data Extra n/a BOR Recruiting Interface On Demand Recruiting > Reports > Extract Posting Information Extracts job posting data and formats it for merging into MS Word docs that are used to create standardized job posting announcements.

Produces file APP004.LTR
SQR Report APP005 Candidate Listing n/a PeopleSoft Recruiting Report On Demand Recruiting > Reports > Candidate Listing
OR
Workforce Administration > Workforce Reports > Request Ad hoc Process		 Combines pertinent job requisition information with a list of candidates being interviewed for the position.

This report combines job requisition information with a list of candidates being interviewed for the position. It groups requisitions by Department ID. For each candidate interviewed, the report displays the following: employee ID, name, status in the interview process (active, inactive, hired, withdrawn), last interview step completed, and any offers made.
SQR Report APP006 Requisition Cost Analysis n/a PeopleSoft Recruiting Report On Demand Recruiting > Reports > Requisition Cost Analysis
OR
Workforce Administration > Workforce Reports > Request Ad hoc Process		 Provides a breakdown of expense types and amounts for each job requisition.

For each job requisition, the report lists the requisition number, job code, position number, status, title of the position offered, and the recruiter’s name. The last two columns contain a breakdown of each type of expense incurred and its monetary amount, including a total by requisition number. A department summary includes an expense total for all requisitions, each expense category, and calculates a department-average cost-per-hire amount.
SQR Report APP007 Recruitment Letters n/a BOR Recruiting Report On Demand Recruiting > Reports > Recruitment Letters Initiates creation of recruitment letters. Generate the recruitment letters for applicants that you have tagged with a letter code. 
SQR Report APP011 Applicant Sum. by Requisition n/a PeopleSoft Recruiting Report On Demand Recruiting > Reports > Summarize Applicants by Req For each job requisition, this report lists the number of applicants and percentage of total applicants that applied, sorted by source type and specific source
SQR Report APP012 Applicant Sum. by Source n/a PeopleSoft Recruiting Report On Demand Recruiting > Reports > Summarize Applicants by Source Lists the number of applicants and percentage of total applicants sorted by source type and specific source (regardless of requisition). 
SQR Report APP014 Job Postings n/a PeopleSoft Recruiting Report On Demand Recruiting > Reports > Job Posting Summary Report lists all open job requisitions.
SQR Report APP502 Applicant Purge Process HR 350 - Changing Applicant IDs and Deleting Applicants PeopleSoft Recruiting Process Annually Recruiting > Identify/Process Applicants > Applicant Maintenance > Applicant ID Purge Removes applicant(s) from system based on application date or application purge date.
SQR Report BEN001 Health Plan Participants n/a BOR Benefits Report Monthly Board of Regents > BOR Benefits > Reporting > Health Plan Participants Lists active health plan participants as of a specified date. Useful for determining the number of employees in plan types offered by specific providers.
SQR Report BEN002 Life Insurance Participants PAY 230 - Payroll Task List BOR Benefits Report Monthly Board of Regents > BOR Benefits > Reporting > Life Insurance Participants Lists active life plan participants as of a specified date. Useful for determining the number of employees in plan types offered by specific providers.
SQR Report BEN003 Benefit Contributions Register n/a BOR Benefits Report On Demand Benefits > Reports > Contributions and Deductions > Benefit Contribution Register Creates a report summarizing employee and employer benefit contributions (quarter/year-to-date).
SQR Report BEN020 FMLA Status Report n/a PeopleSoft Benefits Report On Demand Benefits > Track FMLA (Family Medical Lv) > Status Report Displays summary information for requests in the following classes: approaching leave requests, current FMLA leave requests, recently completed FMLA leaves and denied FMLA leave requests.

You can use this report to manage the FMLA leave process from beginning to end. A review of this report reveals those employees who will soon be going out on leave; what follow-up is needed to support the leaves; those employees who will soon exhaust their leave entitlement.
SQR Report BEN021 FMLA Payroll Audit Report n/a PeopleSoft Benefits Report On Demand Benefits > Track FMLA (Family Medical Lv) > Payroll Audit Report For employees on FMLA leave or who have recently completed leaves, displays employee ID, name, FMLA request number, begin/return dates, job status, payroll earnings during leave period, FMLA hours taken (paid and unpaid, and the total difference between the hours reported as paid by Payroll and those marked as paid in the FMLA system). 
SQR Report BEN040 Billing Statements BEN 235 - Benefits Billing BOR Benefits Report Monthly Benefits > Benefits Billing > Create Statements > Print Billing Statement Prints a bill for all employees with outstanding balances who are actively enrolled in the Benefits Billing system. Statements report activity from/to dates; activity type, plan type, benefit plan, coverage, amount and due dates. Also included is the total due and total overdue information, with any comments entered on the billing calendar.
SQR Report BEN041 Delinquent Accounts Report n/a PeopleSoft Benefits Report On Demand Benefits > Benefits Billing > Reports > Delinquent Accounts Displays charge and payment activity for employees who have failed to keep their payments current in accordance with the terms established on the Benefits Billing Plan Table.

You can use this report to determine what participants are delinquent, the number of days past due and the total amount due. You can also use this report to learn what the total number of participants past due, time overdue and the total amount due.
SQR Report BEN042 Accounts Receivable Report n/a PeopleSoft Benefits Report On Demand Benefits > Benefits Billing > Reports > Accounts Receivable Displays all payment activity, include the amounts paid and how the amounts were applied.

You can use this report to verify the dollar amount of payments received from employees. It can also be used to determine how the moneys received were applied. You can also use this report for general ledger reconciliation and auditing.
SQR Report BEN043 Billing History Activity Rpt n/a PeopleSoft Benefits Report On Demand Benefits > Benefits Billing > Reports > History Activity Displays all billing account activity for a specific period of time, by employee.

Use this report to answer questions from employees regarding their billing accounts. This report can also be used as a tool in troubleshooting and auditing billing activity. System prompts you to specify from and through dates.
SQR Report BEN044 Billing Error Report n/a PeopleSoft Benefits Report On Demand Benefits > Benefits Billing > Review Processing Results > Calculation Error Report Initiates creation of a report containing billing calculation errors
SQR Report BEN045 Benefits Billing Audit n/a PeopleSoft Benefits Report On Demand Benefits > Benefits Billing > Reports > Billing Audit Displays employees with open charges and open credits; active enrollments audit; inactive enrollments audit; employees with holds longer than three months; and enrollment holds longer than three months.

Use this report to audit billing enrollments that may require follow-up activity. For example, data will only be displayed for employees with open charges and credits when an error condition exists.
SQR Report BEN050 Primary Job Audit n/a PeopleSoft Benefits Report On Demand Benefits > Maintain Primary Jobs > Create Audit Report Identifies employees without a record in the Primary Jobs table, employees without a job in the Primary Jobs table, employees without a primary job flag turned on, employees without a primary job indicated for a specific benefit record, and, employees with more than one primary job designated for a specific benefit record number.
SQR Report BEN100A Load Benefit Reporting Table BEN 155 - Reconciliation of Life Benefits BOR Benefits Process Monthly Benefits > Interface with Providers > Refresh Benefit Snapshot Initiates the Benefit Reporting Snapshot process to refresh point-in-time details of employee and dependent benefit elections and premiums used for reporting and carrier interfaces.
SQR Report BEN110 Snapshot Premium Report n/a PeopleSoft Benefits Report Monthly Benefits > Interface with Providers > Snapshot Premium Report Initiates creation of the Benefits Enrollment Snapshot Premium Report.

Lists employees, their coverage, and premium amounts for specified vendor and plan type.
SQR Report BEN500 Primary Job Maintenance Util n/a BOR Benefits Process On Demand Benefits > Maintain Primary Jobs > Rebuild Primary Job Flags Initiates process to rebuild benefits primary job table for specified employees.
SQR Report BEN701 Flexible Spending Account Bene n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Plan Reports > Flexible Spending Account Prints information from the FSA Benefit Table, which defines the attributes of Flexible Spending account plans.

Use this report to verify that you have correctly updated and made changes to the table. 
SQR Report BEN702 Flat Rate Table n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Rate/Rule Reports > Flat Rate Prints information from the Flat Rate Table, where you define rates to be charged per selected frequency for a particular benefit program/plan.
SQR Report BEN703 Disability Plan Table n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Plan Reports > Disability Plan Prints information from the Disability Benefit Table, which defines the attributes of Disability benefit plans.
SQR Report BEN704 Age Coverage Table n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Rate/Rule Reports > Age Coverage Rate The Age Coverage Table report lists the effective dates of the rates and rating factors such as age ranges, sex, and smoker/non-smoker by employer and employee for each set of your age-graded rates. 
SQR Report BEN705 Life AD/D Table n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Plan Reports > Life and AD/D Plan Table Prints information from the Life AD/D Plan Table, including plan type, plan name, benefit plan ID and name, effective date, coverage, flat amount, rating factor, and group code.
SQR Report BEN708 Calculation Rules Table n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Rate/Rule Reports > Calculation Rules Prints information from the Calculation Rules Table, which defines calculation rules used for benefit coverage and premiums.
SQR Report BEN709 Benefit Plan Table n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Plan Reports > Benefit Plan Prints information from the Benefit Plan Table, including effective date, description, provider ID and name, default deduction code and name, and the indicator for non-discrimination testing.
SQR Report BEN710 Leave Plan Table 1 n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Plan Reports > Leave Plan-Basic Attributes Prints information from Leave Plan Table page 1, including plan type, plan name, benefit plan name and ID, effective date, accrual process date, accrual frequency, service interval, special calculations, year the plan begins, and the maximum leave balance and carryover allowed.
SQR Report BEN710A Leave Plan Tables 2 and 3 n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Plan Reports > Leave Plan-Accrual and Bonus Prints information from Leave Plan Table pages 2 and 3, including each plan type and its name and ID, effective date, service interval, separate service rate values and bonus values, pay versus time, pay at term, term pay percent, negative balances allowed, and individual first year rate values.
SQR Report BEN711 Retirement Plan Table n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Plan Reports > Retirement Plan Prints information from the Retirement Plan Table, which defines the attributes of Retirement plans.
SQR Report BEN713 Benefit/Deduction Program Tabl n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Plan Reports > Benefit Program Prints information from the Benefit Program Table, including associations between benefit programs and plans, rates, calculation rules, and payroll rules.

This report serves as an audit trail for the information defined on the Benefit Program table.
SQR Report BEN720 FMLA Plan Table Report n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > FMLA (Family Medical LV)  > FMLA Plan Table Report Prints information from the FMLA Plan Table, including FMLA calendar type, eligibility criteria, and the annual leave entitlement.

This report serves as an audit trail for the information defined on the FMLA Plan table.
SQR Report BEN721 Limit Table Setup Report n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Rate/Rule Reports > Limit Table Prints information from the Limit Table, where you define government regulations that limit the amount that a participant can contribute or receive from a qualified plan.

This report serves as an audit trail for the information defined on the Limit table.
SQR Report BEN733 Base Benefit Audit n/a PeopleSoft Benefits Report On Demand Benefits > Reports > Audits > Base Benefit Consistency Audit Summarizes potential employee data error conditions as related to Base Benefits business process.

Includes employees without Employment records, employees without Job records, employees under 16 years old, employees with unusual dependents signed up for coverage, employees with spouses (or other dependents) both electing health benefits, employees with overage dependent coverage, and employees with incorrect health plans set up on the Benefit Program Table.
SQR Report BEN734 QMCSO Audit Report n/a PeopleSoft Benefits Report On Demand Benefits > Reports > Audits > Court Ordered Coverage Audit Lists employees not compliant with court-ordered dependent benefit coverage or minimum spousal coverage. 
SQR Report BEN740 Billing Calendar Report n/a PeopleSoft Benefits Report Annually Set Up HRMS > Product Related > Base Benefits > Billing > Calendar Report Use this report to list of generated billing periods. It is also a quick reference for payment due information by billing period.

Displays the following information for each billing period: billing period identifier, begin/end dates, payment due date, COBRA payment due date, calculation run (y/n) and statements printed (y/n).
Application Engine BOR_TERM_CI Employee Termination Process HR 520 - Employee Termination Process BOR HR Process Annually Board of Regents > BOR HR > Utilities > Employee Termination Process > Employee Termination Process This process is the last step of the 3-part Employee Termination Process. This application engine inserts a a Termination row in Job Data with Action/Reason of Termination/Inactive for the employees found in the PS_TERM_BOR temp table populated by the Employee Termination Extract process (BORR054). This process is run for a department at a time. 
Application Engine BOR_UPD_PRIM Update PRIM_PAYGROUP PAY 230 - Payroll Task List
via the Pay Calc process		 BOR Payroll Process Follow payroll cycle North American Payroll > Payroll Processing > Run Payroll > Calculate Pay This custom Application Engine program updates PAYROLL_DATA.PRIM_PAYGROUP with the paygroup being processed and updates the PAYROLL_DATA.MAIL_DROP with the maildrop of the empl rcd whose pay is being processed.

This program was created during the V8 Upgrade to eliminate Pay Calc errors when paying employee out of multiple pay lines and none is for current PRIM_PAYGROUP on PAYROLL_DATA.
SQR Report BORI011 Charitable Contributions n/a BOR HR Interface Annually Board of Regents > BOR Benefits > Providers > Charitable Contributions This interface is needed to produce a flat file to send to the State Charitable Contributions Office (SPA) on an annual basis to generate pledge forms. This file contains name/address info on all active employees except students.  This data is used for the creation of individualized charity form.
SQR Report BORI013 Build Banner PTF Compensation n/a BOR HR Interface Semester-Based Board of Regents > BOR HR > Utilities > Banner PT Comp > Banner PT Comp (3) Build Trans This interface utilizes an extract file(BANNER.IN) from Banner SIS which identifies the faculty staffing of specific course sections for a specific term.  This extract becomes input for other 3 processes to populate Job or Additional Pay records to assure that part-time faculty compensation directly corresponds to teaching load in Banner SIS.  
SQR Report BORI013A 1. Add Concurrent Job Comp n/a BOR HR Process Semester-Based Board of Regents > BOR HR > Utilities > Banner PT Comp > Banner PT Comp (5) Update This process is run after the Build Banner PTF Compensation process (BORI013) is run. This process populates tables PS_JOB and PS_BEN_PROG_PARTIC, and updates PS_EMPLOYMENT table using data from the PS_BANNER_CRS_BOR table. This process loads a new job rows by using the Add Concurrent Job functionality to generate a new empl rcd, and this is part of the final step in the Banner PTF Compensation Interface process.
SQR Report BORI013B 2. Add Other Job Row Comp n/a BOR HR Process Semester-Based Board of Regents > BOR HR > Utilities > Banner PT Comp > Banner PT Comp (5) Update This process is run after the Build Banner PTF Compensation process (BORI013) is run. This process populates tables PS_JOB and PS_BEN_PROG_PARTIC, and updates PS_EMPLOYMENT table using data from the PS_BANNER_CRS_BOR table. This process loads a new job rows by using the Add Concurrent Job functionality to generate a new empl rcd, and this is part of the final step in the Banner PTF Compensation Interface process.
SQR Report BORI013C 3. Add Zero-Compensation Entry n/a BOR HR Process Semester-Based Board of Regents > BOR HR > Utilities > Banner PT Comp > Banner PT Comp (5) Update This process is run after the Build Banner PTF Compensation process (BORI013) is run. This process populates tables PS_JOB and PS_BEN_PROG_PARTIC, and updates PS_EMPLOYMENT table using data from the PS_BANNER_CRS_BOR table. This process loads a new job rows by using the Add Concurrent Job functionality to generate a new empl rcd, and this is part of the final step in the Banner PTF Compensation Interface process.
SQR Report BORI016 Load External Time Clock Data PAY 107 - Load External Time Clock Data BOR Payroll Interface Follow payroll cycle Board of Regents > BOR Time Entry > Load External Time Clock Data The BOR Load Time Clock Data interface loads external time clock data into PS_M002_TRANS_BOR table for Payroll processing. Employee is identified by SSN
SQR Report BORI016A Load Time Clock Data - emplid PAY 107 - Load External Time Clock Data BOR Payroll Interface Follow payroll cycle Board of Regents > BOR Time Entry > Load External Time Clock Data The BOR Load Time Clock Data interface loads external time clock data into PS_M002_TRANS_BOR table for Payroll processing. Employee is identified by EmplID
SQR Report BORI018 Check Printing Interface PAY 230 - Payroll Task List BOR Payroll Interface Follow payroll cycle Board of Regents > BOR Payroll > Check Printing Interface This interface will read the appropriate PeopleSoft Payroll tables and produce a flat file containing paycheck information for input to the Moore Business Systems software for actual check printing. It will produce one file for checks and one file for advice
SQR Report BORI020 Create FSA Plan/Partic File n/a BOR Benefits Interface Annually Board of Regents > BOR Benefits > Providers > Flex Spending Acct Interface > Create FSA Plan/Partic File This interface was created in responds to the FSA outsourcing to SHPS, Inc. by 4 GaFIRST schools. This process creates both the FSA Benefit Plan Co-pay and FSA Participants Files, which together help SHPS to automatically determine the co-pay amounts for each FSA participants.
SQR Report BORI021 Blue Cross Blue Shield Interf. BEN 145 - BCBS Interface Process BOR Benefits Interface On Demand Board of Regents > BOR Benefits > Providers > BlueCross/BlueShield Interface This interface was needed to provide Blue Cross/Blue Shield the necessary information to maintain an accurate database of insured employees and dependents.

This process generates a flat file named usgall0XXX.txt where XXX is the company number, and populates the temp table PS_BOR_HEALTH_DATA table.
SQR Report BORI022 Audit File Table Load Process BEN 150 - BCBS Audit Process BOR Benefits Interface Monthly Board of Regents > BOR Benefits > Providers > Audit File Table Load Process Institutions uses the monthly audit file downloaded from BCBSGA to audit enrollment data in QCare against comparably dated data in PeopleSoft HRMS.
SQR Report BORI023 Create FSA Temp Table n/a BOR Benefits Process Follow payroll cycle Board of Regents > BOR Benefits > Providers > Flex Spending Acct Interface > Create FSA Temp Table This process was created in responds to the FSA outsourcing to SHPS, Inc. by 4 GaFIRST schools. This process allows user to populate the temp table PS_FSA_BOR by either the FSA Annual Enrollment data or the payroll contributions data.
SQR Report BORI024 Create FSA Enrollment File n/a BOR Benefits Interface Annually Board of Regents > BOR Benefits > Providers > Flex Spending Acct Interface > Create FSA Enrollment File This process was created in responds to the FSA outsourcing to SHPS, Inc. by 4 GaFIRST schools: GCSU, Macon, Middle GA, and USO. This process generates either the FSA Annual Enrollment file(for SHPS to build enrollment record) or the payroll contributions file(for SHPS to process claims) to be submitted to SHPS. This process uses the temp table PS_FSA_BOR populated by the Create FSA Temp Table process (BORI023).
SQR Report BORI027 Card ID System Extract HR 255 - HR Task List BOR HR Interface On Demand Board of Regents > BOR HR > Card ID System Extract This process generates a flat file for all current employee from Peoplesoft tables.
SQR Report BORI032 Endeavor System Interface RPT 345 - Create Endeavor System Interface BOR HR Interface On Demand Board of Regents > BOR HR > Endeavor System Interface This interface extracts data from the PeopleSoft Personal Data Table for transmission to the Endeavor Library System.
SQR Report BORI034 Positive Pay PAY 437 - Running the Positive Pay Process BOR Payroll Interface Follow payroll cycle Board of Regents > BOR Payroll > Interfaces > Positive Pay The Positive Pay method requires the check issuer to prepare a formatted check file that includes details about each check issued.  This file is transmitted to the bank and the bank compares checks received for payment against the items included in the file.  The bank identifies items that do not match and then presents the rejected items to the issuer for its consideration of payment.

This interface creates a file from the PeopleSoft payroll system containing a listing of all payroll transactions for a pay period.  User can choose the file format for Wachovia/First Union, Bank of American, or Universal.
SQR Report BORI035 Create TRS Locator Code File RPT 306 - TRS Locator Code File BOR Payroll Interface Annually Board of Regents > BOR Benefits > Retirement/Savings > Create TRS Locator Code File This process creates the TRS Locator Code file for submission TRSGA.

*** Effective with the 2008 TRS Statement users will no longer submit the TRS Locator Code File.  The information is contained in the monthly data file submitted to TRS.  The TRS Statements will be run in Alpha order by Locator Code.
SQR Report BORI036A Create TIAA-CREF 403(b) File RPT 350 - TIAA-CREF Electronic File Exchange Process BOR Payroll Interface Follow payroll cycle Board of Regents > BOR Benefits > Retirement/Savings > TIAA-CREF Reporting> Create 403(b)/457 Files This process creates the files necessary to create the 403(b) file for the vendor TIAA-CREF. The files contain employee's demographic and contributions data. Files are then submitted using an Electronic File Exchange process on the vendor’s web site.