HRMS Help > Reporting Tool > SS-300 Reports > SS-300 Instructions

---

User Roles: Any user with Reporting Tool installed on PC
Last Updated: Nov 21, 2017 10:19 am

---

SS-300 Reporting Classifications

For the report to be accurate, the SS-300 Reporting Classification must be set properly for HRMS positions. The SS-300 Classification is viewable on the View Position form and editable on the Edit Position form.

All positions should have their SS-300 classification marked; if a position does not need to be included on the report, it should be marked with a ‘Do Not Report’ SS-300 classification.

---

Data Cleanup (Prior to Running SS-300 Reports)

Please note that most LEA's Finance Departments submit the SS-300 report. Be sure to check before moving forward with preparing the report.

Run the following Web Reports to clean up your data before running the SS-300 Reports.

• 800001 - Payroll Employees Not in HRMS
• 800006 - Active HRMS Employees Not in Payroll
• 800004 - HRMS Employees with no Position Assignment
• 800005 - Active Payroll Assignments with Missing/Invalid HRMS Position Numbers
• 800002 - Employees with Additional Pay Budget Codes in HRMS

---

Budget Code Tips

See SS-300 Reports, Selection Criteria, for details on how Payroll and HRMS Additional Pay Budget Codes are selected for the SS-300 Reports.

If a Position Assignment has a valid Payroll Supplement and a valid HRMS Additional Pay Budget Code, both will be included on the SS-300 reports (but will appear as a Warning on SS-300 Error Report).

To exclude a Payroll Budget Code from the SS-300 report, remove the HRMS Position # from that Payroll Budget Code.

HRMS provides two options for updating the Payroll HRMS Position #:

• Using the Payroll HRMS Position # Reconciliation Tool – This method is recommended if you are starting from scratch or have not been regularly maintaining HRMS Position #s in Payroll.
• Using the Edit Assignment form – This method is useful if you have only a few Payroll records to update.

Additional Pay Budget Codes should only be entered in HRMS if:

• Payroll Supplement does not exist or is not active when the SS-300 is run (or if the Supplement is handled as a “quick pay” and no assignment record exists in Payroll), or
• Payroll Supplement is not valid (e.g., Pay Method = Other; Frequency not M, S, or A).

To exclude an HRMS Additional Pay Assignment Budget Code from the SS-300 report, set its Supplement indicator to ‘No’ from the Edit Assignment form.

---

Running the SS-300 Reports

1. Run the SS-300 Error Report.
2. Review and correct errors as needed.
3. Run the SS-300 Detail Report.
4. Review and make changes as needed.
5. Repeat Steps 1 - 4 as needed.
6. Run the SS-300 Summary Report.