Payroll Ch 10-Payroll Reports

Employee

Employee 401K Report

Summary: This report displays the amount of earnings each employee has contributed to their 401K account per pay period and displays a total.
Example:
emp401kreport.gif
Employee 401K Report


Options The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Show 1st Grouping Totals?
Allows the user to show the first grouping totals on the report.
Show 2nd Grouping Totals?
Allows the user to show the second grouping totals on the report.
Show Details?
Allows the user to show details on the report. If this option is not selected, no details will be shown.
Show 1st Quarter?
Allows the user to show the first quarter information on the report.
Show 2nd Quarter?
Allows the user to show the second quarter information on the report.
Show 3rd Quarter?
Allows the user to show the third quarter information on the report.
Show 4th Quarter?
Allows the user to show the fourth quarter information on the report.
Date
Allows the user to print the report for a specific date or specified date range.
Employee
Allows the user to select which employees are included in the report: all employees or only certain employees selected by the user.
1st Grouping
Allows the user to select how the first grouping is grouped, by employee or pay item.
Pay Item
Allows the user to select which items are included in the report: all or only items selected by the user.
Fields : The report body has the following fields:
Fields
Description
Current Range
This field contains the employee's current hours and amounts for the date range.
1st Quarter
This field contains the employee's hours and amounts for the 1st quarter.
2nd Quarter
This field contains the employee's hours and amounts for the 2nd quarter.
3rd Quarter
This field contains the employee's hours and amounts for the 3rd quarter.
4th Quarter
This field contains the employee's hours and amounts for the 4th quarter.

System Report Name: System EDAReportMaster01

Employee Payroll Listing

Summary: This report displays payroll information for each employee, such as address, hire date, and withholding amounts.
Example:
empprlisting.gif
Employee Payroll Listing


Options : The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Show Active Employees?
Allows the user to include active employees in the report.
Show Inactive Employees?
Allows the user to include inactive employees in the report. If this option is not selected, only active employees will be shown.
Fields: The report body has the following fields:
Fields
Description
Name/Position
This field contains the employee's name and position.
Social Security Number (SS#)
This field contains the employee's social security number.
Address
This field contains the employee's address.
Hire/Birth Date
This field contains the employee's hire date and birth date.
Active
This field contains a yes if the employee is currently an active employee and a no if the employee is currently inactive.
Pay Type
This field contains the employee's pay type: salary, hourly, commission, etc.
Pay Frequency
This field contains the employee's pay frequency: weekly, bi-weekly, etc.
Salary
This field contains the employee's salary or pay rate.
Standard Deductions/Amount
This field lists the employee's standard deductions and the amount deducted.
Additional Withholdings/Amount/Withholding Periods
This field lists the employee's additional withholdings, the amount withheld, and the withholding periods.
PTO/Days per Year/Balance
This field lists the employee's paid time off days and lists the number of days left for use.

System Report Name: System Payroll_EmployeePayrollListingMaster01

Employee PTO Report

Summary: This report displays paid time off amounts for each employee.
Example:
empptoreport.gif
Employee PTO Report


Options : The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Print One Employee per Page?
Allows the user to print one employee per page. If this option is not selected, the report will be printed with several employees on each page.
Fields : The report body has the following fields:
Fields
Description
Name
This field contains the employee's name.
Social Security Number (SS#)
This field contains the employee's social security number.
PTO Accrual
This field lists the different PTO categories for the employee: vacation, sick, holiday, etc.
Days per Year
This field contains the number of days per year the employee has accrued for each different category.
Balance
This field contains the number of days available to the employee.
YTD Hours Used
This field contains the number of hours used YTD for the employee.

System Report Name: System Payroll_EmployeePTOMaster01

Seniority Payroll Listing

Summary: This report displays a listing of employees from most senior to least senior.
Example:
seniorityprlisting.gif
Seniority Payroll Listing Report


Options : The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Sort By?
Allows the user to sort the report by hire date, birth date, or name.
Fields: The report body has the following fields:
Fields
Description
Name/Position
This field contains the employee's name and position.
Social Security Number (SS#)
This field contains the employee's social security number.
Address
This field contains the employee's address.
Hire/Birth Date
This field contains either the employee's hire date and birth date.
Active
This field contains a yes if the employee is currently an active employee and a no if the employee is currently inactive.
Pay Type
This field contains the employee's pay type: salary, hourly, commission, etc.
Pay Frequency
This field contains the employee's pay frequency: weekly, bi-weekly, etc.
Salary
This field contains the employee's salary or pay rate.
Standard Deductions/Amount
This field lists the employee's standard deductions and the amount deducted.
Additional Withholdings/Amount/Withholding Periods
This field lists the employee's additional withholdings, the amount withheld, and the withholding periods.
PTO/Days per Year/Balance
This field lists the employee's paid time off days and lists the number of days left for use.

System Report Name: System Payroll_EmployeePayrollListingMaster01

Pay Period Detail

Summary: This report displays details for a particular pay period.
Example:
payperioddetailreport.jpg
Pay Period Detail Report


Options: The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Payroll
Allows the user to select which payrolls are included in the report: all or only certain payrolls selected by the user.
YTD Date
Allows the user to select a YTD date. The user can select which date will be considered the end of the year date. It can be the current date or it can be a previous date.
Field s: The report body has the following fields:
Fields
Description
Total Earnings
This field contains the total earnings for the employee.
Total Taxes
This field contains the total taxes taken from the employee.
Total Other
This field contains the total of all other deductions, such as 401K and child support.
Total Company
This field contains the company's total for the pay cycle.
Net Pay
This field contains the employee's net pay for the pay cycle.
System Report Name: System Payroll_PayrollPeriodDetail

Quarterly Federal Income Tax Report

Summary: This report displays the quarterly Federal Tax Information for each employee. The report shows several things for each employee, including the employee's hours, YTD wages, and Income Tax amount.
Example:
qtrlyfedincometaxreport.gif
Quarterly Federal Income Tax Report


Options : The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Date
Allows the user to print the report for a specific date or specified date range.
Fields: The report body has the following fields:
Fields
Description
Employee
This field contains the name of the employee.
Social Security #
This field contains the employee's social security number.
Hours
This field contains the number of hours the employee has worked.
Before Pre-Tax Wages
This field contains the amount of before pre-tax wages the employee has earned.
After Pre-Tax Wages
This field contains the amount of after pre-tax wages the employee has earned.
YTD Wages
This field contains the amount of wages earned YTD by the employee.
Excess Over Max FUTA
This field contains the amount of wages over the max FUTA amount that eh employee has earned.
Income Tax Amount
This field contains the amount of income taxes taken from the employee for the quarter.
Social Security Amount
This field contains the employee's social security deductions for the current pay period.
Medicare Amount
This field contains the employee's Medicare deductions for the current pay period.

System Report Name: System Payroll_TaxAndWageMaster01

Quarterly State Income Tax Report

Summary: This report displays the quarterly State Income Tax Information for each employee. The report shows several things for each employee, including the employee's hours, YTD wages, and expenses over max SUTA.
Example:
qtrlystateincometaxreport.gif
Quarterly State Income Tax Report


Options : The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Date
Allows the user to print the report for a specific date or specified date range.
Fields: The report body has the following fields:
Fields
Description
Employee
This field contains the name of the employee.
Social Security #
This field contains the employee's social security number.
Hours
This field contains the number of hours the employee has worked.
Before Pre-Tax Wages
This field contains the amount of before pre-tax wages the employee has earned.
After Pre-Tax Wages
This field contains the amount of after pre-tax wages the employee has earned.
YTD Wages
This field contains the amount of wages earned YTD by the employee.
Excess Over Max SUTA
This field contains the amount of wages over the max SUTA amount that eh employee has earned.
Income Tax Amount
This field contains the amount of income taxes taken from the employee for the quarter.
Social Security Amount
This field contains the employee's social security deductions for the current pay period.
Medicare Amount
This field contains the employee's Medicare deductions for the current pay period.

System Report Name: System Payroll_TaxAndWageMaster01

FUTA Report

Summary: This report displays the FUTA amounts for each employee. The report shows several things for each employee, including the employee's hours, pre-tax wages, and FUTA amount.
Example:
futareport.gif
FUTA Report


Options : The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Date
Allows the user to print the report for a specific date or specified date range.
Fields: The report body has the following fields:
Fields
Description
Employee
This field contains the name of the employee.
Social Security #
This field contains the employee's social security number.
Hours
This field contains the number of hours the employee has worked.
Before Pre-Tax Wages
This field contains the amount of before pre-tax wages the employee has earned.
After Pre-Tax Wages
This field contains the amount of after pre-tax wages the employee has earned.
YTD Wages
This field contains the amount of wages earned YTD by the employee.
Excess Over Max FUTA
This field contains the amount of wages over the max FUTA amount that eh employee has earned.
Income Tax Amount
This field contains the amount of income taxes taken from the employee for the quarter.
Medicare Amount
This field contains the employee's Medicare deductions for the current pay period.

System Report Name: System Payroll_TaxAndWageMaster01

SUTA Report

Summary: This report displays the SUTA amounts for each employee. The report shows several things for each employee, including the employee's hours, pre-tax wages, and SUTA amount.
Example:
sutareport.gif
SUTA Report


Options : The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Date
Allows the user to print the report for a specific date or specified date range.
Fields: The report body has the following fields:
Fields
Description
Employee
This field contains the name of the employee.
Social Security #
This field contains the employee's social security number.
Hours
This field contains the number of hours the employee has worked.
Before Pre-Tax Wages
This field contains the amount of before pre-tax wages the employee has earned.
After Pre-Tax Wages
This field contains the amount of after pre-tax wages the employee has earned.
YTD Wages
This field contains the amount of wages earned YTD by the employee.
Excess Over Max SUTA
This field contains the amount of wages over the max SUTA amount that eh employee has earned.
Income Tax Amount
This field contains the amount of income taxes taken from the employee for the quarter.
Medicare Amount
This field contains the employee's Medicare deductions for the current pay period.

System Report Name: System Payroll_TaxAndWageMaster01

Tax Table Listing

Summary: This report displays tax tables. The Federal tax table will be showing on the report as well as the selected State tax table.
Example:
taxtablelisting.gif
Tax Table Listing Report


Options : The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.

System Report Name: System Payroll_TaxTableListing

Worker's Comp Report

Summary: This report displays information for each Worker's Comp code. For every code, all employees that are listed under that code will be shown. Each employee's hours as well as wages will be show.
Example:
workerscompreport.gif
Worker's Comp Report


Options : The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Date
Allows the user to print the report for a specific date or specified date range.
Show Details
Allows the user to show details on the report. If this option is not selected, no details will be shown.
1st Grouping
Allows the user to choose how the 1st grouping will be grouped.
2nd Grouping
Allows the user to choose how the 2nd grouping will be grouped.
Fields: The report body has the following fields:
Fields
Description
Comp Code
This field contains the name of the Worker's Comp code and the code number.
Straight Time Hours
This field contains the number of straight time hours the employee worked during the specified time period.
Overtime Hours
This field contains the number of overtime hours the employee worked during the specified time period.
Straight Time Wages
This field contains the amount in wages earned during straight time by the employee during the specified time period.
Overtime Wages
This field contains the amount in wages earned during overtime by
Total Wages
This field contains the total amount of wages earned by the employee.
Wage Difference
This field contains the difference between the employee's wages.
Worker's Comp Total
This field contains the totals for the employee for that particular worker's comp code.
System Report Name: System Payroll_WorkersCompReportMaster

Yearly Payroll Recap Summary

Summary: This report displays the yearly earnings and deductions for all employees. For the employee's earnings, the hours, YTD hours, amount and YTD amount will be shown. For the employee's deductions, the amount and YTD amount will be shown.
Example:
yearlyprrecapsummaryreport.gif
Yearly Payroll Recap Summary Report


Options : The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Date
Allows the user to print the report for a specific date or specified date range.
Fields: The report body has the following fields:
Fields
Description
Name
This field contains the employee's name.
Earnings
This field lists the earnings the employee has earned, along with the hours worked, YTD hours worked, amount earned for working those hours, and YTD amount earned.
Deductions
This field lists the deductions the employee has had, along with the amount deducted for each deduction and the YTD amount deducted.
Total Earnings
This field contains the total earnings amount for the employee.
Total Benefits
This field contains the total amount of benefits received by the employee.
Total Deductions
This field contains the total amount of deductions deducted from the employee's pay.
Total Net
This field contains the net total for the employee.
System Report Name: System Payroll_PayrollRecapMaster01

Yearly Payroll Recap Detail

Summary: This report displays the yearly earnings and deductions for all employees. For the employee's earnings, the hours, YTD hours, amount and YTD amount will be shown. For the employee's deductions, the amount and YTD amount will be shown. This report is similar to the Yearly Payroll Recap Summary, but is more detailed.
Example:
yearlyprrecapdetailreport.gif
Yearly Payroll Recap Detail Report


Options : The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Date
Allows the user to print the report for a specific date or specified date range.
Fields: The report body has the following fields:
Fields
Description
Name
This field contains the employee's name.
Earnings
This field lists the earnings the employee has earned, along with the hours worked, YTD hours worked, amount earned for working those hours, and YTD amount earned.
Deductions
This field lists the deductions the employee has had, along with the amount deducted for each deduction and the YTD amount deducted.
Total Earnings
This field contains the total earnings amount for the employee.
Total Benefits
This field contains the total amount of benefits received by the employee.
Total Deductions
This field contains the total amount of deductions deducted from the employee's pay.
Total Net
This field contains the net total for the employee.
System Report Name: System Payroll_PayrollRecapMaster01

EDA Report

Summary: This report displays all the earnings, deductions, and accruals for each employee.
Example:
edareport.gif
EDA Report


Options : The report has the following user options.
Options
Description
Division
Allows the user to choose to print the report for a specific division, or all divisions.
Show 1st Grouping Totals?
Allows the user to show the first grouping totals on the report.
Show 2nd Grouping Totals?
Allows the user to show the second grouping totals on the report.
Show Details?
Allows the user to show details on the report. If this option is not selected, no details will be shown.
Show 1st Quarter?
Allows the user to show the first quarter information on the report.
Show 2nd Quarter?
Allows the user to show the second quarter information on the report.
Show 3rd Quarter?
Allows the user to show the third quarter information on the report.
Show 4th Quarter?
Allows the user to show the fourth quarter information on the report.
Date
Allows the user to print the report for a specific date or specified date range.
Employee
Allows the user to select which employees are included in the report: all employees or only certain employees selected by the user.
1st Grouping
Allows the user to select how the first grouping is grouped, by employee or pay item.
Pay Item
Allows the user to select which items are included in the report: all or only items selected by the user.
Fields: The report body has the following fields:
Fields
Description
Current Range
This field contains the employee's current hours and amounts for the date range.
1st Quarter
This field contains the employee's hours and amounts for the 1st quarter.
2nd Quarter
This field contains the employee's hours and amounts for the 2nd quarter.
3rd Quarter
This field contains the employee's hours and amounts for the 3rd quarter.
4th Quarter
This field contains the employee's hours and amounts for the 4th quarter.

System Report Name: System Payroll_EDAReportMaster01

End of Year Reports

W-2's

Summary: This report displays all the information that must be printed on an employee's W2 at the end of the year.
Example:
prw2report.gif
W2 Report


Options : The report has the following user options.
Options
Description
Employee
Allows the user to select which employee's W2's are printed: all employees or only selected employees.
Fields: The report body has the following fields:
Fields
Description
A: Employee's Social Security Number
This field contains the employee's social security number.
B: Employee's Identification Number
This field contains the employee's identification number.
C: Employer's Name, Address, & Zip
This field contains the employer's name, address, and zip code.
D: Control Number
This field contains the employee's control number.
E: Employee First Name, Initial, Last Name, and Suffix
This field contains the employee's first name, middle initial, last name, and suffix.
F: Employee's Address and Zip Code
This field contains the employee's address and zip code.
1: Wages, Tips, Other Compensations
This field contains the amount of the employee's wage, tips, and other compensations.
2: Federal Income Tax Withheld
This field contains the amount of federal income tax that was withheld from the employee.
3: Social Security Wages
This field contains the amount of Social Security wages the employee earned.
4: Social Security Tax Withheld
This field contains the amount of Social Security Tax that was withheld from the employee.
5: Medicare Wages + Tips
This field contains the amount of Medicare wages and tips the employee earned.
6: Medicare Tax Withheld
This field contains the amount of Medicare tax that was withheld from the employee.
7: Social Security Tips
This field contains the amount of tips that Social Security was taken from.
8: Allocated Tips
This field contains the amount of allocated tips the employee earned.
9: Advanced EIC Payments
This field contains the amount of advanced EIC payments the employee had.
10: Dependent Care Benefits
This field contains the amount of dependent care benefits the employee received, if applicable.
11: Non-Qualified Plans
This field contains the amount of any non-qualified plans the employee had.
    • System Report Name: System Payroll_W2

See Also