Skip to Main Content

Web Procedure Manual

Previous Topic

Next Topic

Book Contents

Book Index

Viewing Reconciliation Action Summary (Report 10)

The 10. Reconciliation Action Summary option on the Reports Selection page allows users to view the Reconciliation Action Summary report. This report provides information regarding the action to be taken to correct the discrepancies identified during the reconciliation process for a single quarter.

To View a Reconciliation Action Summary Report:

  1. Select the Reports tab on the CLER Main Menu. The Reports Selection page is displayed.

    Reports Selection Page

  2. Select the drop-down menu on the Reports Selection page and select 10. Reconciliation Action Summary.
  3. Select the GO button to display the 10. Reconciliation Action Summary page.

    Reconciliation Action Summary Report 10 Page

  4. Complete the following fields on the 10. Reconciliation Action Summary page:

    Year

    Quarter

    Carrier

    Enrollment Code

    Payroll Office ID

    Agency

    Personnel Office ID

    Action Code

    Order By 1st

    Order By 2nd

    Order By 3rd

    Order By 4th

    Order By 5th

    Order By 6th

    Check Box to Create Report Without Totals

  5. Select the drop-down menu at the bottom of the page and select one of the following format options:
    • Display the report.
    • Save report as a spreadsheet.
    • Save report as a text file.
  6. Select the Submit button to display the Reconciliation Action Summary report in the selected format. The Reconciliation Action Summary report is displayed.

    OR

    Select the Reset button to clear all data entered.

    Reconciliation Action Summary Report Page

    The data in the Reconciliation Action Summary report is categorized into the following fields:

    Payroll Office

    Carrier

    Code

    Agency

    POI

    Action

    Total

    Total Errors

    Total Records

  7. Close the report to return to the 10. Reconciliation Action Summary page.

See Also

Reports

Viewing Payroll Discrepancy Listing (Report 1)

Viewing Discrepancy Summary (Report 2)

Viewing Payroll Office Reconciliation (Report 3)

Viewing Carrier Validation Reconciliation (Report 4)

Viewing Payroll Office Enrollment Transmission (Report 5)

Viewing Carrier Enrollment Transmission (Report 6)

Viewing Enrollment Change Summary (Report 7)

Viewing Carrier Gain/Loss Summary (Report 8)

Viewing Reconciliation Reason Summary (Report 9)

Viewing Reconciliation Summary (Report 11)

Viewing Carrier Discrepancy Listing (Report 12)

Viewing Pay Period Transmissions Payment Amounts (Report 13)