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Earnings History

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

Use this report to review an employee's gross earning history in summary or detail based on Period-to-Date (PTD), Quarter-to-Date (QTD), and Year-to-Date (YTD) amounts. Also, review FTE and FTE equivalent count on employees in summary.

Additional items, columns, and filters are available if any user defined fields were created by the Administrator using Organization>Set Up User Defined Fields. Only user defined fields with a field type of String, Editable Drop-Down List, Non-Editable Drop-Down List, Date, or Yes/No are available in the Items by Page group box on the Content tab.

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.
Earning Code	The earning code selected on the employee's timesheet.
Processing Group Title	The title of the processing group code.
Earning Title	The title of the earning code.
Calculation Method Code	The calculation method for the pay code. The system displays one of the following codes: ER (Employee Pay Rate) RM (Rate Multiplier) FH (Fixed Hourly Amount) FA (Fixed Amount) AT (Amount on Timesheet) RT (Rate on Timesheet)
Calculation Method Title	The title of the calculation method, such as, Employee Pay Rate, Rate Multiplier, Fixed Hourly Amount, Fixed Amount, Amount on Timesheet, or Rate on Timesheet.
W-2 Box Number	The W-2 Box Number entered on the Maintain>Payroll>Earning Codes form.
W-2 Box Code	The W-2 Box Code entered on the Maintain>Payroll>Earning 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).
Timesheet Reference	A unique tracking number provided for timesheets.
Document Number	The document number (Activities>Payroll>Print Checks/Vouchers).
Document Date	The document date (Activities>Payroll>Print Checks/Vouchers).
Rate Multiplier	If "Rate Multiplier" was selected on the Maintain>Payroll>Earning Codes>Calculation tab, this is the value specified in the Rate box.
Distribution Code	The distribution code of the earnings. This information was entered using the Timesheets>Enter Default Timesheets or Enter Regular/Supplemental Timesheets form.
Distribution Code Description	The description of the distribution code.
Class	The employee's class, such as Admin or Staff.
Position	The employee's position, such as Administrator or Program Rep.
Gender	The employee's gender—Female or Male.
Ethnicity	The ethnic origin of the employee.
Employee Type	This is the employee type, such as full-time or part-time.
Pay Rate	The employee's pay rate entered on the Maintain>Payroll>Employee Information form.
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 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 one of the four quarters in a 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.
FTE Year	The full-time equivalent reporting year, such as 2016.
FTE Month Name	The name of the month in which the full-time employee equivalency is being reported, such as May.
FTE Month Number	The number of the month in which the full-time employee equivalency is being reported, such as 5; which is the 5th month. Month Number is based on the 12 month calendar and the first month is January. Note: When reporting FTE and FTE equivalent count of employees, it is best to sort on this column in ascending order.
Full-Time Employees	A full-time employee will display as 1.00, when the employee's total labor hours (entered on any timesheet, a document date which falls within a calender month) are 130 hours or more a month. A part-time employee will display as 0.00. Note that only the earning codes which have Track Labor Hours checked are used in the calculation.
Part-Time Hours	When Full-Time Employees column displays as 0.00, the employee's total labor hours (entered on any timesheet, a document date which falls within a calender month) displays. If the hours total over 120 but less then 130, only 120 displays. Note that only the earning codes which have Track Labor Hours checked are used in the calculation.
Full-Time Equivalents	The full time equivalent rate displays for Part-time employees. The actual calculated rate displays for a part-time employee, such as 0.34. Part-time hours are calculated (the employee's total labor hours (entered on any timesheet, a document date which falls within a calender month) is divided by 120) to get this rate. Note that only the earning codes which have Track Labor Hours checked are used in the calculation.
Total FTE	The Full-Time Employees or Full-Time Equivalents column displays for each employee.
{User Defined Field} - Employees	An employee type user defined field and its data. There is a separate column for each field that was created by the Administrator using Organization>Set Up User Defined Fields.

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.
Suppress Lines with All Zeros	Select this option so that documents with zero amounts do not print. This eliminates records having zero in all amount columns. If it is not selected, every line prints, even if it has a zero value.

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.