SITUATION

REPORT

NOTES ON USAGE

Worker’s Comp Audit (is using WC Codes)

Workers Comp Code (Summary)

Payroll > Reports > Post Payroll Reporting > Workers Comp Code (Summary)

This report is the system report that lists wages by WC code.  You will click on the ellipsis in order to Add/Remove Columns and bring in all of the columns you need for the requested report. You will also need to add the correct date range filter to the report.

Worker’s Comp Audit (is not using WC Codes)

Payroll Register (By Account)

Payroll > Reports > Payroll Register > By Employee

This report is a total of all Pay Statements for a certain period of time.  You will click on the ellipsis in order to Add/Remove Columns and bring in Last, First Name column and filter by the employee(s) name. You will also need to add the correct date range filter to the report.

Disability Claim Audit

Payroll Register (By PST) {Detail}

Payroll > Reports > Payroll Register > Pay Statement Detail

This report is a list of all individual Pay Statements for a certain period of time.  You will click on the ellipsis in order to Add/Remove Columns and bring in Last, First Name column and filter by the employee(s) name. You will also need to add the correct date range filter to the report.

How much has someone made this X amount of time

Payroll Register (By Account)

Payroll > Reports > Payroll Register > By Employee

This report is a total of all Pay Statements for a certain period of time.  You will click on the ellipsis in order to Add/Remove Columns and bring in Last, First Name column and filter by the employee’s name. You will also need to add the correct date range filter to the report.

Everyone’s deductions that are setup

Scheduled Deductions

Payroll > Employee Payroll Maintenance > Deductions

All active and non-active deductions will be listed in this report.  You may have to do some filtering to show only active deductions (Active filter is helpful).

Need hours for timesheets this time

Calculated Time Summary (Counters)

Time > Reports > Calculated Time > Calculated Time Summary > Calculated Time Summary

This report lists all the counters the client uses.  You will click on the ellipsis in order to Add/Remove Columns and bring in all of the counters you need.  You will also need to add the correct date range filter to the report.

Need a summary of wages for a certain group of wages

Retirement Plan Report Summary

Payroll > Reports > Post Payroll Reporting > Retirement Plan Report Summary

The default report does not contain much information.  You will click on the ellipsis in order to Add/Remove Columns and bring in all of the earnings columns you need for the requested report.

** Earnings lists for both hours and earnings can be brought into this report.**

401k Submission report

Retirement Plan Report Summary

Payroll > Reports > Post Payroll Reporting > Retirement Plan Report Summary

The default report does not contain much information.  You will click on the ellipsis in order to Add/Remove Columns and bring in all of the data columns you need for the requested report. You can also rename the columns to match the clients’ needs.

** Earnings lists for both hours and earnings can be brought into this report.**

Employee Demographic Fields

Employee Information

My Team > Employee Information

This is the basic employee information screen.  You will click on the ellipsis in order to Add/Remove Columns and bring in all of the demographic data columns you need for the requested report.

Everyone’s Benefits

Employee Benefit Plans

Benefits > Benefit Plans

All active and non-active plans, as well as waived elections, will be listed in this report.  You may have to do some filtering to show only active benefit plans (Deduction Effective To filter is helpful).

Everyone’s Rate w/ changes

Base Compensation History

HR > Reports > Employee Maintenance > Base Compensation History

All of an employee’s base compensation, as well as history, will be shown here.  AutoPay Amount Earning field with Regular indicates an employee is salaried.

Need quarterly reports

Tax Documents

Payroll > Reports > Taxes > Tax Documents

Each quarter will be housed here – click on the download icon and send to client.