Filetype Excel XLSX | Posted on 09 Aug 2022 | 3 years ago
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195x Filetype XLSX File size 0.05 MB Source: www.txcourts.gov
Sheet 1: Chronological
| Type | Frequency | Report/Query Title | Navigation | Long Description | Comments |
| T&L | Weekly | TX_TL_NA_ACTIVE_EMPL | Reporting Tools>Query>Query Viewer | Lists Active Employee with Time in Needs Approval Status | Super Users can run this to see time that needs to be approved by a manger. |
| T&L | Weekly | (TX_TL_EXCEPTIONS_ALL) | Reporting Tools>Query>Query Viewer | Listing of exceptions for all companies | May be daily for large agencies |
| HR | Monthly | ERS Inbound Report (TXERSREP) | CAPPS Innterfaces> Benefits. Reports>ERS Inbound Report | Displays the benefit activity (deltas) from ERS Online that were sent to CAPPS HR/PY Syatem. The Report can be requested to print the A, AC and/or FA section, to print all data or print inserts and updates and/or print errors. The agency may wish to use the online ERS inbound Results page. This online view functionality is available at the following navigation: CAPPS Interfaces>Benefits>Inquire>ERS Inbound Results. Deferred compensation changes sent to CAPPS are also available to view online. The monthly TexSaver changes are sent on the 3rd business say of each mdnth and can be viewed at the following navigation: CAPPS Interfaces>Benefits>Inquire>Texas Saver Results. | Run the 3rd of every month |
| HR | Monthly | ERS/CAPPS Insurance Reconciliation Report (TXERS100) | CAPS Interfaces>Benefits> Reports>ERS CAPPS Insurance Recon | This report uses the ERS monthly snapshot file to identify discrepancies between ERS and CAPPS. The report must be used as a reconciliation tool to care for discrepancies to benefit elections and/or deductions to ensure CAPPS is appropriately deducting employee benefits and that the employee has paid for those benefits. This report has multiple ways it compares ERS to CAPPS and includes detail. | Run after payroll |
| PY | Monthly | TX_PYRL_DTL | Reporting Tools>Query>Query Viewer | Payroll Details by Document Number which displays Empl ID, Name, Class, Account, Amount, Fund, Dept ID | |
| PY | Monthly | TX_PY_941_DAILY_TAX_LIAB | Reporting Tools>Query>Query Viewer | Provides a summary of federal taxes by company and day that were paid by USAS. | |
| PY | Monthly | Payroll Checklist | http://www.txcourts.gov/publications-training/training-materials/capps | Use Payroll Checklist to process Payroll | |
| T&L | Monthly | (TX_TL_AUDIT_REPORTED_TIME) | Reporting Tools>Query>Query Viewer | Search by Employee ID to display an employee's reported time. | |
| T&L | Monthly | (TX_TL_TIME_CERTIFICATION) | Reporting Tools>Query>Query Viewer | Displays all employees who need to certify their time. | For those agencies implementing time certification |
| HR | Monthly | (TX_HR_AGY_TXSAVER_BY_EMPLID) | Reporting Tools>Query>Query Viewer | Displays TX Saver deduction contribution details by employee ID. | |
| T&L | Monthly | Employee Monthly T&L Rpt (HTL00001) | Time and Labor > Texas Reports > Employee Monthly T&L Rpt | Displays leave activity for the current month, monthly leave accruals and fiscal year-to-date balances. Run by individual employee. | It also shows expiring time to be converted and provides a breakdown by day and provides a certification page that can be printed out (if attestment is selected). |
| T&L | Monthly | Time Certification Report (HTL00032) | Time and Labor > Texas Time > Time Certification | A monthly summary of the time certification details for employees required to certify their time. It identifies whether or not their time has been certified, by whom and the date of certification. | Only for Time Certification Agencies: 221,222,230, 233, 234 |
| HR | Quarterly | FTE Information Report (TXFTERPT) | Workforce Administration>CAPPS Reports>FTE Information Report | Designed as a tool to assist agencies in satisfying the State Auditor's Office FTE state employee quarterly reporting requirments. The report produces values based on agency data entry, payroll processing and position control procedures. Therefore, agencies should verify the correctness of their data before using the figures for SAO reporting requirements. This report is a snapshot of information as of the last day of the fiscal quarter. All payment information with payment dates within the quarter and all assignment information as of the last day of the quarter are included. | |
| PY | Annually | TX_PY_TAX941_HISTORY | Reporting Tools>Query>Query Viewer | Selects summarized 941 tax information by document based on as of date | |
| T&L | Annually | Leave Liability Report (ETL00022) | Time and Labor > Texas Reports >Leave Liability Report | Provides expendable trust funds/ long term debt info needed by agencies for the Annual Financial Report. The report provides details needed to support the agency balances during an audit. Every employee who has had a balance of comp time, overtime, or vacation leave during the requested fiscal year will be included. | Shows balance info at the beginning of the fiscal year and the current balance will be displayed along with basic personnel info (assignment, longevity, salary, etc.) For each balance, the monetary value is also listed. |
| T&L | Annually | Optional Holiday Owed Report (TXTL0025) | Time and Labor > Texas Reports > Optional Holiday Owed Report | Provides a way to view balance activity for the Otional Holiday Time Reporting Codes (OPHCT and REGOH) over a specified period of time. This should be run prior to the last skeleton crew holiday of the fiscal year so that the agency can notify employees with a negative balance. Identifies employees who have taken off for an optional holiday and need to work on a skeleton crew holiday. | Run before the last skeleton crew holiday of the year |
| T&L | Annually (Fiscal Year End) | (TX_TL_SLP_FYE_BALANCES_BY_AGY) | Reporting Tools>Query>Query Viewer | Sick Leave Pool FYE balances. |
| CAPPS HR Queries | |||||
| Item # | Frequency | Query Title | Long Description | Comments | Include in Chronological |
| 1 | (TX_HR_AGY_ACTIVE_PART_TIME) | Agency level view of active employees working part-time. | |||
| 2 | (TX_HR_AGY_CONTRACT_END_DATE) | Agency level view of active contractors including start and projected end date. | |||
| 3 | Monthly if tracking DL's | (TX_HR_AGY_DL_EXPIRES_30_DAYS) | Agency level view of employees with Drivers Licenses expiring 30 days from the date the query is run. | ||
| 4 | (TX_HR_AGY_EMAIL_ERRORS) | List of errors returned by the email interface. Date and time of the email error is provded to help pinpoint any missed messages. | |||
| 5 | (TX_HR_AGY_EMPL_PHONE_AND_EMAIL) | List of phone and email contact details for employees. | |||
| 6 | As needed- Run before placing someone on FMLA | (TX_HR_AGY_FMLA_ELIG_HRS) | Displays FMLA eligible hours per employee per month based on USPS load. | ||
| 7 | (TX_HR_AGY_LOA) | Identify emplyees currently on LOA. | |||
| 8 | As Needed | TX_HR_AGY_NAME_LOOK_UP_PII) | List of all employees and includes sensitive data such as 7-number (Employee ID) and Social Security Number (National ID). | ||
| 9 | As Needed- Run after entering one-time merit increases | (TX_HR_AGY_ONE_TIME_MERIT) | Displays data for the most recent one-time merit increase agency-wide. Displays Employee ID, Name, Job Code, Position #, Business Title, Salary Plan/Grade, Monthly rate and amount of increase. | ||
| 10 | (TX_HR_AGY_POSITION_ALL) | Displays the following position data agency-wide: Company, Business Unit, Department, Job Code, Position #, Description, Effective Date/Status, Action Reason, Action Date, Standard Hrs, FTE, Salary Plan/Grade, FLSA Status, Reports to Position # | |||
| 11 | (TX_HR_AGY_POSITION_VACANT) | List of vacant positions for the agency. | |||
| 12 | (TX_HR_AGY_REG_MERITS) | Displays data for employee's last regular merit increase for the agency. | |||
| 13 | (TX_HR_AGY_SERVICE_AWARDS) | Displays data for the distribution of awards for years of service to be distributed within 0 days of the date the query is run. Lists Employee Name and # of service years. | |||
| 14 | (TX_HR_AGY_RETIREMENT_FORECAST) | Forecasts retirement for employees nearing retirement eligibility. Data returns for 4 tiers of eligibility per employee calculated using birthdate and company seniority date. | |||
| 15 | (TX_HR_AGY_TERMS) | List of terminated employees for a specified date range. | |||
| 16 | (TX_HR_AGY_VETERANS_STATUS_ALL) | Displays veteran status agency-wide for a specified date range. | |||
| 17 | (TX_HR_SW_JOBCODE_TBL_BY_AGY) | List of Job Codes for the agency and displays the following: Job Code, Effective Dtae, Description, State Job Code, Salary Plan/Grade, FLSA Status, EE04 | |||
| 18 | Bi-weekly | (TX_HR_AGY_ACTV_EMPL) | Detailed list of active employees agency-wide that includes complete demographics for each employee. Includes Employee ID, Name, Job Code, Position#, Salary Plan/Grade, Hourly/Monthly/Annual Salary, Demographics, Hire Date, Service Date and more. | ||
| 19 | (TX_HR_AGY_NEW_HIRES_TRNSFRS) | List of hires within a specified date range. | |||
| 20 | (TX_R_AGY_TXSAVER_BY_DATE) | Displays TX Saver deduction contribution details by date. | |||
| 21 | Monthly | (TX_HR_AGY_TXSAVER_BY_EMPLID) | Displays TX Saver deduction contribution details by employee ID. | Y | |
| 22 | (TX_HR_AGY_VET_STAT_HIRE_REHIRE) | Displays Veteran status for re-hired employees. | |||
| CAPPS Statewide Reports - HR | ||||||
| Item # | Frequency | Report Title | Navigation | Long Description | Comments | Include in Chronological |
| 1 | New Hires and Transfers Report (TX_NEW_HIRES) | Workforce Administration>CAPPS Reports>New Hires and Transfers Report | Displays the latest new hire record on employees that might have terminated and been rehired. If the newly hired employee terminates within the time period requested the termination date should be displayed on the report. | |||
| 2 | Employees on LOA (TX_EMPL_LOA) | Workforce Administration>CAPPS Reports > Emplpoyees on LOA | Provides a list of employees who are on LOA (per their job data) based on the as of date. | |||
| 3 | Notification of Termination Letter (TXTRMLTR) | Workforce Administration>CAPPS Reports > Notification of Termination | A report that generates a letter notifying the courts or obligees of the termination of an employee with an active garnishment for Child Support, Administrative Wage Garnishment (AWG, Student Loan, Tax Levy Bankruptcy and Spousal Maintenance. | |||
| 4 | Notification of Termination Report (TXTRMRPT) | Workforce Administration>CAPPS Reports > Notification of Termination | Can be run to identify employees that were terminated with an active garnishment ID type (CHI) provides the employee name, SSn and term date along with a total # of employees for each garnishment ID type. This is different from the Notification of Termination letter because it is not intended to be distributed outside the agency and can be used as a report to ensure all relevant agencies have been notified. | |||
| 5 | Quarterly | FTE Information Report (TXFTERPT) | Workforce Administration>CAPPS Reports>FTE Information Report | Designed as a tool to assist agencies in satisfying the State Auditor's Office FTE state employee quarterly reporting requirments. The report produces values based on agency data entry, payroll processing and position control procedures. Therefore, agencies should verify the correctness of their data before using the figures for SAO reporting requirements. This report is a snapshot of information as of the last day of the fiscal quarter. All payment information with payment dates within the quarter and all assignment information as of the last day of the quarter are included. | Y | |
| 6 | As Needed | Active Position Report (TXACTPOS) | Organizational Development>Position management>CAPPS Reports>Active Position Report | Provides a listing of active positions as of the date indicated for the agency on the run control. Active positions include positions in the Approved status and provides certain information about both vacant and filled positions with limited incumbent (theperson filling the position) details. The report excludes contingent workers. | ||
| 7 | As Needed-Run after making changes to position/ job data that impact pay | Audit Position Exceptions | Organizational Development>position Management>CAPPS Reports>Audit - Position Exceptions | Should be run to ensure that Job and Position data match. The report will identify conditions where position and job data are out of sync. Nonpay impacting changes to position data will not update job data if the position and job data are out of sync. | ||
| 8 | As Needed-Use to check if a new hire/rehire is promptly enrolled in benefits | HIR/REH Report (Hire/Rehire) (ASHR1051) | CAPPS Interfaces>Benfits>Reports>Benefits HIR/REH Report | This report can be used to open an event in ERS Online for the employee to enroll in their benefits. If no hires and/or rehires were added for the date or date range requested, the report will indicate that no data exists. Note: The report should be run timely to ensure the employee is promptly enrolled in benefits. For a smaller agency, the report can be run for on the same day of enrollment. | ||
| 9 | Monthly | ERS Inbound Report (TXERSREP) | CAPPS Innterfaces> Benefits. Reports>ERS Inbound Report | Displays the benefit activity (deltas) from ERS Online that were sent to CAPPS HR/PY Syatem. The Report can be requested to print the A, AC and/or FA section, to print all data or print inserts and updates and/or print errors. The agency may wish to use the online ERS inbound Results page. This online view functionality is available at the following navigation: CAPPS Interfaces>Benefits>Inquire>ERS Inbound Results. Deferred compensation changes sent to CAPPS are also available to view online. The monthly TexSaver changes are sent on the 3rd business say of each mdnth and can be viewed at the following navigation: CAPPS Interfaces>Benefits>Inquire>Texas Saver Results. | Run the 3rd of every month | Y |
| 10 | Monthly | ERS/CAPPS Insurance Reconciliation Report (TXERS100) | CAPS Interfaces>Benefits> Reports>ERS CAPPS Insurance Recon | This report uses the ERS monthly snapshot file to identify discrepancies between ERS and CAPPS. The report must be used as a reconciliation tool to care for discrepancies to benefit elections and/or deductions to ensure CAPPS is appropriately deducting employee benefits and that the employee has paid for those benefits. This report has multiple ways it compares ERS to CAPPS and includes detail. | Run after payroll | Y |
| 11 | Pay Impacting Forms for MON (ASPY1022) | CAPPS Interfaces>Benefits>Reports>Pay-impacting Forms for MON | This report can be used to make benefits adjustments for late hires. The employees identified are current pay period hires where payroll has processed without their deductions. After verification the form can be printed and given to the payroll administrator to make the apprpriate additional deduction on employee's next paycheck. | |||
| 12 | Never | Pay Impacting Forms for SMI (ASPY1023) | CAPPS Interfaces>Benefits>Reports>Pay Impacting forms for SMI | This report can be used to make benefit adjustments for late hires. Only used for semi-monthly paid employees. | Courts won't use this because employees are not paid on a semi-monthly basis. | |
| 13 | TX FMLA ER Insurance Rpt (TXPYFMLA) | Benefits>Track FMLA>Track FMLA>TX FMLA ERS Insurance Rpt | This report can be used to assist in reconciling if an adjustment is needed to care for the health insurance state match for an employee on Family Medical Leave. | |||
| 14 | FMLA/Parental Leave History Report (TX_RC_FMLRPT) | Benefits>Track FMLA>Track FMLA/Parental Leave History Report | This report can be run adhoc for all employees or an individual employee to help reconcile leave recorded on the time sheet and Leave of Absence hours recorded in the FMLA Activitiy Page for the event. | |||
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