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Human Resources Reporting View Reports

SGHE Banner Operational Data Store
Reporting View Target: TAX

Description Contains detailed employee tax information.
Key & Frequency One row per person per tax deduction per effective date.
Recommended Search Columns PERSON_UID
PERSON_UID, TAX_DEDUCTION, EFFECTIVE_DATE

Target Column Business Definition Database Data Type Source Name Source Column
ADMINISTRATIVE_GROUP Organization-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)

NA

NA

APPLICABLE_GROSS_QTR1 Quarter 1 gross contribution (total employee contribution plus total employee contribution) for a specific deduction or tax. NUMBER

FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

APPLICABLE_GROSS_QTR2 Quarter 2 gross contribution (total employee contribution plus total employee contribution) for a specific deduction or tax. NUMBER

FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

APPLICABLE_GROSS_QTR3 Quarter 3 gross contribution (total employee contribution plus total employee contribution) for a specific deduction or tax. NUMBER

FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

APPLICABLE_GROSS_QTR4 Quarter 4 gross contribution (total employee contribution plus total employee contribution) for a specific deduction or tax. NUMBER

FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

BEGINNING_DATE Date the benefit/deduction begins. DATE

PDRBDED

PDRBDED_BEGIN_DATE

CALCULATION_RULE Defines how a benefit/deduction is processed by the system. The calc rule selected also determines how the deduction form and the deduction set-up form function. VARCHAR2(63)

PTRBDCA

PTRBDCA_CALC_RULE

COVERAGE_DATE Set equal to benefit/deduction begin date. DATE

PDRDEDN

PDRDEDN_COVERAGE_DATE

EFFECTIVE_DATE Date the benefit/deduction becomes effective. DATE

PDRDEDN

PDRDEDN_EFFECTIVE_DATE

EFFECTIVE_END_DATE End effective date. DATE

FUNCTION

POKODSF.F_GET_END_PDRDEDN_DATE

EFFECTIVE_START_DATE Start effective date. DATE

PDRDEDN

PDRDEDN_EFFECTIVE_DATE

EMPLOYEE_ADD_WITHHOLDING_AMT Amount for the benefit/deduction. NUMBER

PDRDEDN

PDRDEDN_AMOUNT1

EMPLOYEE_AGE_OVER_65_IND Primarily used for Canadian Income Tax calculations. Represents if employee if over the age of 65 for tax implications related to those living in Saskatchewan. VARCHAR2(63)

PDRDEDN

PDRDEDN_OPT_CODE4

EMPLOYEE_ALT_WAGE_BASE_MAX Amount for the benefit/deduction. Primarily used for Canadian pension plan (equivalent to U.S. social security) calculations. NUMBER

PDRDEDN

PDRDEDN_AMOUNT2

EMPLOYEE_ANNUALWAGE_DEDUCTIONS Amount for the benefit/deduction. Primarily used for Canadian Federal Income Tax calculations. NUMBER

PDRDEDN

PDRDEDN_AMOUNT3

EMPLOYEE_AREA_CREDIT Primarily used for Canadian Income Tax calculations. VARCHAR2(63)

PDRDEDN

PDRDEDN_OPT_CODE2

EMPLOYEE_CONTRIBUTION_QTR1 Quarter 1 employee contribution. NUMBER

FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYEE_CONTRIBUTION_QTR2 Quarter 2 employee contribution. NUMBER

FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYEE_CONTRIBUTION_QTR3 Quarter 3 employee contribution. NUMBER

FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYEE_CONTRIBUTION_QTR4 Quarter 4 employee contribution. NUMBER

FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYEE_CONTRIBUTION_YTD Year to date employee contribution for a specific deduction. NUMBER

FUNCTION

F_YEARLY_DEDUCTION_TOTAL

EMPLOYEE_DEPENDENTS_UNDER_19 Primarily used for Canadian Income Tax calculations. Represents number of dependents under age 19 for tax implications related to those living in Saskatchewan. VARCHAR2(63)

FUNCTION

POKODSF.F_GET_DEDUCTION_OPTIONS

EMPLOYEE_FILING_STATUS Filing status for tax deduction. VARCHAR2(63)

PDRDEDN

PDRDEDN_OPT_CODE1

EMPLOYEE_FILING_STATUS_DESC Filing status description. VARCHAR2(255)

FUNCTION

GOKODSF.F_GET_DESC

EMPLOYEE_NET_CLAIM_AMT Amount for the benefit/deduction. NUMBER

PDRDEDN

PDRDEDN_AMOUNT2

EMPLOYEE_NUMBER_OF_DEPENDENTS Primarily used for Canadian Income Tax calculations. Represent number of dependents for Ontario and as Married or Equivalent for Saskatchewan. VARCHAR2(63)

PDRDEDN

PDRDEDN_OPT_CODE3

EMPLOYEE_NUMBER_OF_EXEMPTIONS Number of exemptions claimed for tax deduction. VARCHAR2(63)

PDRDEDN

PDRDEDN_OPT_CODE2

EMPLOYEE_TAX_CREDITS Amount for the benefit/deduction. NUMBER

PDRDEDN

PDRDEDN_AMOUNT4

EMPLOYER_CONTRIBUTION_QTR1 Quarter 1 employer total contribution for a specific deduction. NUMBER

FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYER_CONTRIBUTION_QTR2 Quarter 2 employer total contribution for a specific deduction. NUMBER

FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYER_CONTRIBUTION_QTR3 Quarter 3 employer total contribution for a specific deduction. NUMBER

FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYER_CONTRIBUTION_QTR4 Quarter 4 employer total contribution for a specific deduction. NUMBER

FUNCTION

POKODSF.F_QUARTERLY_DEDUCTION_TOTAL

EMPLOYER_CONTRIBUTION_YTD Year to date employer contribution for a specific deduction. NUMBER

FUNCTION

F_YEARLY_DEDUCTION_TOTAL

ENDING_DATE Date the benefit/deduction ends. DATE

PDRBDED

PDRBDED_END_DATE

GROSS_COMPENSATION_YTD Year to date gross contribution. NUMBER

FUNCTION

F_YEARLY_DEDUCTION_TOTAL

ID Person's or organization's current identification number. VARCHAR2(63)

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

MULTI_SOURCE Institution value for the record when the optional multi-institution facility feature has been applied. VARCHAR2(63)

NA

NA

MULTI_SOURCE_DESC Institution description when the optional multi-institution facility feature has been applied. VARCHAR2(255)

NA

NA

NAME Person's full name. VARCHAR2(255)

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

PERSON_UID System generated, unique, internal identification number assigned to this person. NUMBER

PDRBDED

PDRBDED_PIDM

PROCESS_GROUP Process-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)

NA

NA

PROFILE_DATE Profile Date associated with this record. DATE

FUNCTION

F_PROFILE_DATE

STATE_INCOME_TAX_EXEMPTION_AMT Second amount field for the benefit/deduction. NUMBER

PDRDEDN

PDRDEDN_AMOUNT2

STATE_INCOME_TAX_INDICATOR1 Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc. VARCHAR2(63)

PDRDEDN

PDRDEDN_OPT_CODE1

STATE_INCOME_TAX_INDICATOR2 Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc. VARCHAR2(63)

PDRDEDN

PDRDEDN_OPT_CODE2

STATE_INCOME_TAX_INDICATOR3 Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc. VARCHAR2(63)

PDRDEDN

PDRDEDN_OPT_CODE3

STATE_INCOME_TAX_INDICATOR4 Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc. VARCHAR2(63)

PDRDEDN

PDRDEDN_OPT_CODE4

STATE_INCOME_TAX_INDICATOR5 Miscellaneous field to track options related to the calculation of state income tax. The value and usage of this field varies by state, province, etc. VARCHAR2(63)

PDRDEDN

PDRDEDN_OPT_CODE5

STATUS Status of the benefit/deduction. VARCHAR2(63)

PDRDEDN

PDRDEDN_STATUS

STATUS_DESC Status description. VARCHAR2(255)

CALCULATION

DECODE(PDRDEDN_STATUS,'A','ACTIVE','B','EXEMPT','W','WAIVED','T','TERMINATED')

TAX_DEDUCTION Identifies the specific Benefit/deduction. VARCHAR2(63)

PDRBDED

PDRBDED_BDCA_CODE

TAX_DEDUCTION_LONG_DESC Benefit/deduction long description. VARCHAR2(255)

FUNCTION

GOKODSF.F_GET_DESC

TAX_DEDUCTION_SHORT_DESC Benefit/deduction short description. VARCHAR2(255)

FUNCTION

GOKODSF.F_GET_DESC

TAX_DEDUCTION_YEAR Deduction year. NUMBER

FUNCTION

F_YEAR



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