Report - RF Non US Citizen - Projected Resident Alien Status Report

Description

Purpose

The RF Non US Citizen - Projected Resident Alien Status Report is used to evaluate residency data stored in the payroll system and project changes in residency status for tax purposes. Operating locations are responsible for inputting and maintaining residency information in Oracle. If data is missing or inaccurate, projections cannot be completed with this report until key information is updated. Based on a date parameter input, this report will identify those employees that will meet the substantial presence test on or before that date.

This report is comprised of three sections.

1) Non-Citizens Projected to Meet Substantial Presence Test

2) Non-Citizens with Missing Visa Type or Date First Entered US

3) Non-Citizens - People with Missing Nationality

Frequency

The report should be run:

Monthly with the current date to evaluate projected changes for the current date.
Monthly with the calendar year end (December 31) to examine any potential retroactive Social Security and Medicare withholding issue.
Any time and with any evaluation date you want to examine

Responsibilities with Access

US HRMS Manager
HR PR Specialist
HRMS Administrator

Setting Report Parameters

The following table describes the required and optional parameters to use to run the report:


Parameter	Description (click in the field to see the List of Values)
Required Parameters
Organization	Enter your operating location For example: 010 University at Albany
Projected Residency as of date	Date used by program to identify non citizen employees and fellowships who meet the substantial presence test on or before that date and data in the Non Citizen Visa and Residency Special Information Type indicates the record has not met the Substantial Presence Test
Optional Parameters
None

Understanding the Output

The table that follows describes the report output for:

The Non-Citizens Projected to Meet Substantial Presence Test section of the report.

Column Heading	Description of Column
Operating Location	A three-digit code and short name of the location that identifies the specific Research Foundation operating location to which the employee or fellow is assigned.
Last Name	The person's last name (surname, family name).
First Name	The person's first name.
Emp. No.	The unique identification number assigned to each employee in Oracle.
Visa Type	The Visa classification for non-U.S. Citizen employees and fellows from the Non-Citizen Visa and Residency special information type (SIT).
Date 1st Entered US	The date the employee or fellow first entered the U.S. This information comes from the Non-Citizen Visa and Residency special information type (SIT).
Residency Start Date (Impact SS and Med)	This date is derived by applying the substantial presence test rules for the specific employee and fellow data. It is the date activity began in a calendar year in which the individual has met the substantial presence test. Impact for SS and Medicare non citizen status exemption and withholding potentially retroactive to this date if the individual is not also student status exempt. See Social Security and Medicare Taxation .
Residency Change Date (Impact Income Taxes)	This date is derived by applying the substantial presence test rules for the specific employee and fellow data. It is the exact date that the individual has switched from a nonresident to resident alien status for tax purposes. Income tax withholding and exemption rules changes as of this date for the next payroll period.

The table that follows describes the report output for:

The Non-Citizens with Missing Visa Type or Date First Entered the US section of the report.

Column Heading	Description of Column
Operating Location	A three-digit code and short name of the location that identifies the specific Research Foundation operating location to which the employee or fellow is assigned.
Last Name	The person's last name (surname, family name).
First Name	The person's first name.
Emp. No.	The unique identification number assigned to each employee or fellow in Oracle.
Visa Type	The Visa classification for non-U.S. citizen employees from the employees and fellows from the Non-Citizen Visa and Residency special information type (SIT).
Date 1st Entered US	The date the employee or fellow first entered the U.S. This information comes from the Non-Citizen Visa and Residency special information type (SIT).
Message	This message described what data is missing for the employee included on the report. For Example: Missing Date 1st Entered US Missing Non-Citizen Residency Info Missing Visa Type Missing Visa Type and Date 1st Entered the US

The table that follows describes the report output for:

The Non-Citizens - People with Missing Nationality section of the report.

Column Heading	Description of Column
Operating Location	A three-digit code and short name of the location that identifies the specific Research Foundation operating location to which the employee or fellow is assigned.
Last Name	The person's last name (surname, family name).
First Name	The person's first name.
Emp. No.	The unique identification number assigned to each employee or fellow in Oracle.

Helpful Tips

For complete details on running Oracle reports, refer to the Run a Report help topic.
The report is available in PDF and ASCII (TEXT) format. PDF is a formatted, printable version. ASCII can be easily pulled into a spreadsheet or word processor.
Once you select a format and run the report, you cannot change the output format. You will need to run the report again and select the desired output format on the Submit Request window.

Effective Date: 10/19/2007 9:55:32 AM