Payroll Trend

Quarterly - for the current quarter compared to the same quarter in prior years

Annually - for the current year plus four years prior

Audience:

Dean, Executive Officer, Department Manager, Department Group Administrator

Description:

This report shows salary data by employee type to monitor trends over time and compare to prior years.

Instructions:

Review this report quarterly to compare the current quarter to the same quarter in previous years to identify abnormal patterns, ensure expected transactions have posted, and monitor payroll activity. Use the Accounting Period filter to select the months you wish to view.

Review this report annually for the current year plus four years prior to observe trends and assist with future planning efforts.

Payroll Trend Tab:

Use the 'Faculty/Staff/Student' or 'Account' filters to view trends for certain types of employees.

If your unit uses Project Grant or Program Code level accounting, hover over any line in the Payroll- by Project Grant graph to get more detail on potential causes for the trend seen above in the Payroll - by Employee Type section.

Payroll Variance Tab:

The 'Payroll Variance' tab shows the dollar amount and percent variance for each employee type that had activity during the time period selected. The report will default to highlight variances >20% in orange. You can customize the orange variance flag using the Variance % or Variance $ threshold filter in the bottom left corner. If values are entered in each, they will both apply.

The report defaults to compare each fiscal year to the previous, as shown on the X-axis. The X-axis scale can be adjusted using the +/- buttons to compare to the previous quarter or month.

Retro Pay Tab:

The Retro Pay tab shows salary transfer activity by aging category. Click on any bar to see transaction details below.

Next Steps: