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Benefits History

Access this report using Reports>Payroll>History>Benefits. It is only available with the Payroll module; it is not available for Payroll Link users.

Use this report to review an employee's benefit history in summary or detail based on Period-to-Date (PTD), Quarter-to-Date (QTD), and Year-to-Date (YTD) amounts.

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

Current Transaction Dates are required to specify the date range for the data included in the report.

Use this tab to determine what data to include in the report and to define the report layout.

By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
By selecting Available Columns, the data that appears in the body of the report is determined.

Column	Description
Processing Group	This is the processing group code that was set up for the employee using the Maintain>Payroll>Employee Information form.
Employee ID	The employee's ID.
Employee Last Name	The employee's last name.
Employee First Name	The employee's first name.
First, MI Name	The employee's first name and middle initial.
Employee Name	The employee's full name, including the middle initial.
Employee Status	The status of the employee—Active, Inactive, or Terminated.
Social Security Number	The social security number. Note that only the last four digits of the number display. To view the entire social security number, you must have been granted Display Sensitive Data rights for Maintain>Payroll>Employee Information. These rights are granted by the Administrator using Security>Set Up Organization Menus form.
Hire Date	The employee's date of hire entered on the Maintain>Payroll>Employee Information form.
Action Date	The action date entered on the Maintain>Payroll>Employee Information form.
Last Day Worked	The employee's last day of work.
Termination Date	The date the employee was terminated.
Class	The employee's class, such as Admin or Staff.
Position	The employee's position, such as Administrator or Program Rep.
Employee Type	This is the employee type, such as full-time or part-time.
Benefit Code	The benefit code selected on the employee's timesheet.
Processing Group Title	The title of the processing group code.
Benefit Title	The title of the benefit code.
Calculation Method Code	The calculation method for the benefit code. The system displays one of the following codes: FP (Fixed Percentage of Earnings) FH (Fixed Hourly Amount) FA (Fixed Amount) AT (Amount on Timesheet) PT (Percentage on Timesheet)
Calculation Method Title	The title of the calculation method, such as Fixed Percentage of Earnings, Fixed Hourly Amount, Fixed Amount, Amount on Timesheet, or Percentage on Timesheet.
W-2 Box Number	The W-2 Box Number entered on the Maintain>Payroll>Benefit Codes form.
W-2 Box Code	The W-2 Box Code entered on the Maintain>Payroll>Benefit Codes form.
Payroll Type	The payroll type—Adjust, Manual, Regular, Supplemental, or Void.
Pay Date	The date on the Payroll check (Activities>Payroll>Calculate Payroll).
Pay Period Begin Date	The pay period beginning date entered on the Maintain>Payroll>Processing Groups form.
Pay Period End Date	The pay period ending date entered on the Maintain>Payroll>Processing Groups form.
Timesheet Reference	A unique tracking number provided for timesheets.
Document Number	The document number (Activities>Payroll>Print Checks/Vouchers).
Document Date	This is the document date (Activities>Payroll>Print/Email Checks and Vouchers).
Fixed Percentage of Earnings	If "Fixed Percentage of Earnings" was selected on the Maintain>Payroll>Benefit Codes>Calculation tab, this is the percentage specified in the Percentage box.
PTD Subject Earnings	The period-to-date subject earnings based on the employee's history. These earnings are dependent on the Current Transaction Dates entered on the Setup tab.
PTD Hours	The period-to-date hours based on the employee's history. These hours are dependent on the Current Transaction Dates entered on the Setup tab.
PTD Amount	The period-to-date amount based on the employee's history. This amount is dependent on the Current Transaction Dates entered on the Setup tab.
QTD Subject Earnings	The quarter-to-date subject earnings based on the employee's history. These earnings are determined by one of the four quarters in a calendar year.
QTD Hours	The quarter-to-date hours based on the employee's history. These hours are determined by one of the four quarters in a calendar year.
QTD Amount	The quarter-to-date amount based on the employee's history. This amount is determined by the four quarters in a calendar year.
YTD Subject Earnings	The year-to date subject earnings based on the employee's history. These earnings are determined by the current calendar year.
YTD Hours	The year-to-date hours based on the employee's history. These hours are determined by the current calendar year.
YTD Amount	The year-to date amount based on the employee's history. This amount is determined by the current calendar year.

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to set up any Available Options for the report.

Options	Description
Summarize Amounts	Select this option to add amounts together and display one line item with the total amount. All document information must be identical for the system to add items together.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.