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:

Options The report has the following user options.

Options Description
DivisionAllows 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.
DateAllows the user to print the report for a specific date or specified date range.
EmployeeAllows the user to select which employees are included in the report: all employees or only certain employees selected by the user.
1st GroupingAllows the user to select how the first grouping is grouped, by employee or pay item.
Pay ItemAllows 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 RangeThis field contains the employee's current hours and amounts for the date range.
1st QuarterThis field contains the employee's hours and amounts for the 1st quarter.
2nd QuarterThis field contains the employee's hours and amounts for the 2nd quarter.
3rd QuarterThis field contains the employee's hours and amounts for the 3rd quarter.
4th QuarterThis 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:

Options : The report has the following user options.

Options Description
DivisionAllows 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/PositionThis field contains the employee's name and position.
Social Security Number (SS#)This field contains the employee's social security number.
AddressThis field contains the employee's address.
Hire/Birth DateThis field contains the employee's hire date and birth date.
ActiveThis field contains a yes if the employee is currently an active employee and a no if the employee is currently inactive.
Pay TypeThis field contains the employee's pay type: salary, hourly, commission, etc.
Pay FrequencyThis field contains the employee's pay frequency: weekly, bi-weekly, etc.
SalaryThis field contains the employee's salary or pay rate.
Standard Deductions/AmountThis field lists the employee's standard deductions and the amount deducted.
Additional Withholdings/Amount/Withholding PeriodsThis field lists the employee's additional withholdings, the amount withheld, and the withholding periods.
PTO/Days per Year/BalanceThis 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:

Options : The report has the following user options.

Options Description
DivisionAllows 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
NameThis field contains the employee's name.
Social Security Number (SS#)This field contains the employee's social security number.
PTO AccrualThis field lists the different PTO categories for the employee: vacation, sick, holiday, etc.
Days per YearThis field contains the number of days per year the employee has accrued for each different category.
BalanceThis field contains the number of days available to the employee.
YTD Hours UsedThis 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:

Options : The report has the following user options.

Options Description
DivisionAllows 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/PositionThis field contains the employee's name and position.
Social Security Number (SS#)This field contains the employee's social security number.
AddressThis field contains the employee's address.
Hire/Birth DateThis field contains either the employee's hire date and birth date.
ActiveThis field contains a yes if the employee is currently an active employee and a no if the employee is currently inactive.
Pay TypeThis field contains the employee's pay type: salary, hourly, commission, etc.
Pay FrequencyThis field contains the employee's pay frequency: weekly, bi-weekly, etc.
SalaryThis field contains the employee's salary or pay rate.
Standard Deductions/AmountThis field lists the employee's standard deductions and the amount deducted.
Additional Withholdings/Amount/Withholding PeriodsThis field lists the employee's additional withholdings, the amount withheld, and the withholding periods.
PTO/Days per Year/BalanceThis 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
Options: The report has the following user options.

Options Description
DivisionAllows the user to choose to print the report for a specific division, or all divisions.
PayrollAllows the user to select which payrolls are included in the report: all or only certain payrolls selected by the user.
YTD DateAllows 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 EarningsThis field contains the total earnings for the employee.
Total TaxesThis field contains the total taxes taken from the employee.
Total OtherThis field contains the total of all other deductions, such as 401K and child support.
Total CompanyThis field contains the company's total for the pay cycle.
Net PayThis 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:

Options : The report has the following user options.

Options Description
DivisionAllows the user to choose to print the report for a specific division, or all divisions.
DateAllows the user to print the report for a specific date or specified date range.

Fields: The report body has the following fields:

Fields Description
EmployeeThis field contains the name of the employee.
Social Security #This field contains the employee's social security number.
HoursThis field contains the number of hours the employee has worked.
Before Pre-Tax WagesThis field contains the amount of before pre-tax wages the employee has earned.
After Pre-Tax WagesThis field contains the amount of after pre-tax wages the employee has earned.
YTD WagesThis field contains the amount of wages earned YTD by the employee.
Excess Over Max FUTAThis field contains the amount of wages over the max FUTA amount that eh employee has earned.
Income Tax AmountThis field contains the amount of income taxes taken from the employee for the quarter.
Social Security AmountThis field contains the employee's social security deductions for the current pay period.
Medicare AmountThis 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:

Options : The report has the following user options.

Options Description
DivisionAllows the user to choose to print the report for a specific division, or all divisions.
DateAllows the user to print the report for a specific date or specified date range.

Fields: The report body has the following fields:

Fields Description
EmployeeThis field contains the name of the employee.
Social Security #This field contains the employee's social security number.
HoursThis field contains the number of hours the employee has worked.
Before Pre-Tax WagesThis field contains the amount of before pre-tax wages the employee has earned.
After Pre-Tax WagesThis field contains the amount of after pre-tax wages the employee has earned.
YTD WagesThis field contains the amount of wages earned YTD by the employee.
Excess Over Max SUTAThis field contains the amount of wages over the max SUTA amount that eh employee has earned.
Income Tax AmountThis field contains the amount of income taxes taken from the employee for the quarter.
Social Security AmountThis field contains the employee's social security deductions for the current pay period.
Medicare AmountThis 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:

Options : The report has the following user options.

Options Description
DivisionAllows the user to choose to print the report for a specific division, or all divisions.
DateAllows the user to print the report for a specific date or specified date range.

Fields: The report body has the following fields:

Fields Description
EmployeeThis field contains the name of the employee.
Social Security #This field contains the employee's social security number.
HoursThis field contains the number of hours the employee has worked.
Before Pre-Tax WagesThis field contains the amount of before pre-tax wages the employee has earned.
After Pre-Tax WagesThis field contains the amount of after pre-tax wages the employee has earned.
YTD WagesThis field contains the amount of wages earned YTD by the employee.
Excess Over Max FUTAThis field contains the amount of wages over the max FUTA amount that eh employee has earned.
Income Tax AmountThis field contains the amount of income taxes taken from the employee for the quarter.
Medicare AmountThis 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:

Options : The report has the following user options.

Options Description
DivisionAllows the user to choose to print the report for a specific division, or all divisions.
DateAllows the user to print the report for a specific date or specified date range.

Fields: The report body has the following fields:

Fields Description
EmployeeThis field contains the name of the employee.
Social Security #This field contains the employee's social security number.
HoursThis field contains the number of hours the employee has worked.
Before Pre-Tax WagesThis field contains the amount of before pre-tax wages the employee has earned.
After Pre-Tax WagesThis field contains the amount of after pre-tax wages the employee has earned.
YTD WagesThis field contains the amount of wages earned YTD by the employee.
Excess Over Max SUTAThis field contains the amount of wages over the max SUTA amount that eh employee has earned.
Income Tax AmountThis field contains the amount of income taxes taken from the employee for the quarter.
Medicare AmountThis 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:

Options : The report has the following user options.

Options Description
DivisionAllows 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:

Options : The report has the following user options.

Options Description
DivisionAllows the user to choose to print the report for a specific division, or all divisions.
DateAllows the user to print the report for a specific date or specified date range.
Show DetailsAllows the user to show details on the report. If this option is not selected, no details will be shown.
1st GroupingAllows the user to choose how the 1st grouping will be grouped.
2nd GroupingAllows the user to choose how the 2nd grouping will be grouped.

Fields: The report body has the following fields:

Fields Description
Comp CodeThis field contains the name of the Worker's Comp code and the code number.
Straight Time HoursThis field contains the number of straight time hours the employee worked during the specified time period.
Overtime HoursThis field contains the number of overtime hours the employee worked during the specified time period.
Straight Time WagesThis field contains the amount in wages earned during straight time by the employee during the specified time period.
Overtime WagesThis field contains the amount in wages earned during overtime by
Total WagesThis field contains the total amount of wages earned by the employee.
Wage DifferenceThis field contains the difference between the employee's wages.
Worker's Comp TotalThis 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:

Options : The report has the following user options.

Options Description
DivisionAllows the user to choose to print the report for a specific division, or all divisions.
DateAllows the user to print the report for a specific date or specified date range.

Fields: The report body has the following fields:

Fields Description
NameThis field contains the employee's name.
EarningsThis 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.
DeductionsThis field lists the deductions the employee has had, along with the amount deducted for each deduction and the YTD amount deducted.
Total EarningsThis field contains the total earnings amount for the employee.
Total BenefitsThis field contains the total amount of benefits received by the employee.
Total DeductionsThis field contains the total amount of deductions deducted from the employee's pay.
Total NetThis 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:

Options : The report has the following user options.

Options Description
DivisionAllows the user to choose to print the report for a specific division, or all divisions.
DateAllows the user to print the report for a specific date or specified date range.

Fields: The report body has the following fields:

Fields Description
NameThis field contains the employee's name.
EarningsThis 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.
DeductionsThis field lists the deductions the employee has had, along with the amount deducted for each deduction and the YTD amount deducted.
Total EarningsThis field contains the total earnings amount for the employee.
Total BenefitsThis field contains the total amount of benefits received by the employee.
Total DeductionsThis field contains the total amount of deductions deducted from the employee's pay.
Total NetThis 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:

Options : The report has the following user options.

Options Description
DivisionAllows 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.
DateAllows the user to print the report for a specific date or specified date range.
EmployeeAllows the user to select which employees are included in the report: all employees or only certain employees selected by the user.
1st GroupingAllows the user to select how the first grouping is grouped, by employee or pay item.
Pay ItemAllows 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 RangeThis field contains the employee's current hours and amounts for the date range.
1st QuarterThis field contains the employee's hours and amounts for the 1st quarter.
2nd QuarterThis field contains the employee's hours and amounts for the 2nd quarter.
3rd QuarterThis field contains the employee's hours and amounts for the 3rd quarter.
4th QuarterThis 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:

Options : The report has the following user options.

Options Description
EmployeeAllows 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 NumberThis field contains the employee's social security number.
B: Employee's Identification NumberThis field contains the employee's identification number.
C: Employer's Name, Address, & ZipThis field contains the employer's name, address, and zip code.
D: Control NumberThis field contains the employee's control number.
E: Employee First Name, Initial, Last Name, and SuffixThis field contains the employee's first name, middle initial, last name, and suffix.
F: Employee's Address and Zip CodeThis field contains the employee's address and zip code.
1: Wages, Tips, Other CompensationsThis field contains the amount of the employee's wage, tips, and other compensations.
2: Federal Income Tax WithheldThis field contains the amount of federal income tax that was withheld from the employee.
3: Social Security WagesThis field contains the amount of Social Security wages the employee earned.
4: Social Security Tax WithheldThis field contains the amount of Social Security Tax that was withheld from the employee.
5: Medicare Wages + TipsThis field contains the amount of Medicare wages and tips the employee earned.
6: Medicare Tax WithheldThis field contains the amount of Medicare tax that was withheld from the employee.
7: Social Security TipsThis field contains the amount of tips that Social Security was taken from.
8: Allocated TipsThis field contains the amount of allocated tips the employee earned.
9: Advanced EIC PaymentsThis field contains the amount of advanced EIC payments the employee had.
10: Dependent Care BenefitsThis field contains the amount of dependent care benefits the employee received, if applicable.
11: Non-Qualified PlansThis field contains the amount of any non-qualified plans the employee had.


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