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Pay Codes History

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

Use this report to review an employee's pay codes history in summary or detail. The totals provided by this report only include the activity defined by the date range selected on the Setup tab.

Note: It is recommended to separate leave codes from an employee's pay codes history report by using the Filter tab. Because the Leave Codes' opening balances cannot adhere to the Current Transaction Dates, this results in detailed information outside of the date range for the other codes. Create one report to view employee pay code history by the selected date range, and filter out the Code Type "Leave", for example, Code Type <> Leave. Create another report to view employee pay code history specific to leave codes, which would include opening balances, by only filtering on the Code Type "Leave", for example, Code Type = Leave.

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 assigned to the employee using the Maintain>Payroll>Employee Information form.
Processing Group Title	The title of the processing group code.
Employee ID	The employee's ID.
Employee Status	The status of the employee—Active, Inactive, or Terminated.
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.
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.
Address	The employee's home address entered on the Maintain>Payroll>Employee Information form.
City	The city where the employee resides entered on the Maintain>Payroll>Employee Information form.
State	The state where the employee resides entered on the Maintain>Payroll>Employee Information form.
ZIP	The zip code where the employee resides entered on the Maintain>Payroll>Employee Information form.
Country	The country where the employee resides entered on the Maintain>Payroll>Employee Information form.
Hire Date	The employee's date of hire entered on the Maintain>Payroll>Employee Information form.
Termination Date	The date the employee was terminated entered on the Maintain>Payroll>Employee Information form.
Code Type	The payroll code assigned by the system—Earnings, Benefits, Deductions, Workers' Compensation, Leave, or Taxes.
Pay Code	The name assigned to your earning, benefit, deduction, workers' comp, leave codes, and federal, state, and other withholding taxes, such as Health, 401K, OT, Sick8, and Executive. These codes were created using Maintain>Payroll>Federal Taxes, State Taxes, Other Taxes, Earning, Benefit, Deduction, Workers' Compensation, or Leave Codes.
Pay Code Title	The title of the Payroll Pay Code.
Calculation Method Code	The calculation method for the pay code. The system displays one of the following codes: AT (Amount on Timesheet) ER (Employee Pay Rate) FA (Fixed Amount) FH (Fixed Hourly Amount) FN (Fixed Number of Hours) FP (Fixed Percentage of Earnings) FP (Fixed Percentage of Hours Worked) PT (Percentage on Timesheet) RE (Rate per $100 Earnings) RH (Rate per Workers' Compensation Hours) RM (Rate Multiplier) RT (Rate on Timesheet) RW (Rate per Hours Worked)
Calculation Method Title	The title of the calculation method for the pay code, such as Amount on Timesheet, Fixed Amount, Fixed Percentage of Hours Worked, Percentage on Timesheet, or Rate per Hours Worked.
Jurisdiction	The state or other withholding taxing authority, such as TX for Texas.
Paid By	Whom the workers' compensation is paid by—Employer or Employee. This information was entered using the Maintain>Payroll>Workers' Compensation 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	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.
Rate	The amount entered for the rate on the Maintain>Payroll>Workers' Compensation Codes>Calculation tab.
Adjustment Factor	The adjustment factor entered on the Maintain>Payroll>Workers' Compensation Codes>Calculation tab.
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.
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.
Employee Subject Earnings	The total taxable earnings paid to an employee up to the maximum. Earnings subject to a particular tax or payroll code. These earnings are based on the Current Transaction Dates entered on the Setup tab.
Employer Subject Earnings	The total taxable earnings paid to an employee up to the employer's maximum. Earnings subject to a particular tax or payroll code. These earnings are based on the Current Transaction Dates entered on the Setup tab.
Gross Taxable Earnings	The total taxable earnings paid to an employee without regard to the maximum and are subject to a particular tax or payroll code. These earnings are dependent on the Current Transaction Dates entered on the Setup tab. Total earnings for the tax (no maximum limits).
SUTA Weeks	The number of SUTA (state unemployment tax) Weeks for the pay date on the Maintain>Payroll>Processing Groups form.
Pay Rate	The employee's pay rate entered on the Maintain>Payroll>Employee Information form.
Earning Hours	The number of hours accrued. These are the hours entered on the Timesheets>Regular/Supplemental Timesheets. This number is dependent on the Current Transaction Dates entered on the Setup tab.
Earnings	The amount based on the employee's earnings history. This amount is dependent on the Current Transaction Dates entered on the Setup tab.
Benefits	The amount based on the employee's benefits history. This amount is dependent on the Current Transaction Dates entered on the Setup tab.
Deductions	The amount based on the employee's deductions history. This amount is dependent on the Current Transaction Dates entered on the Setup tab.
Employee Workers' Compensation	The amount based on the employee's workers' compensation history. This amount is dependent on the Current Transaction Dates entered on the Setup tab.
Employer Workers' Compensation	The amount based on the employer's workers' compensation history. This amount is dependent on the Current Transaction Dates entered on the Setup tab.
Employee Taxes	The amount based on the employee's taxes history. This amount is dependent on the Current Transaction Dates entered on the Setup tab.
Employer Taxes	The amount based on the employer's taxes history. This amount is dependent on the Current Transaction Dates entered on the Setup tab.
Net	The amount based on the employee's history using the following formula: (Earnings minus Deductions, Employee Workers' Compensation, and Employee Taxes). This amount is dependent on the Current Transaction Dates entered on the Setup tab.
Leave Hours Accrued	This is the number of leave hours the employee has accrued. This number is dependent on the Current Transaction Dates entered on the Setup tab.
Leave Hours Taken	This is the number of leave hours the employee has taken. This number is dependent on the Current Transaction Dates entered on the Setup tab.
Leave Ending Balance	This is calculated by taking the opening balance plus the activity total amount. This number is dependent on the Current Transaction Dates entered on the Setup tab.
Employee Maximum Subject	This is the employee's maximum annual subject wage for each tax code.
Employer Maximum Subject	This is the employer's maximum annual subject wage for each tax code.
State Withholding Tax ID	The employer's state withholding tax identification number entered on the Maintain>Payroll>State Taxes>Tax tab.
State Unemployment Tax ID	The employer's state unemployment tax identification number entered on the Maintain>Payroll>State Taxes>Tax tab.
GL Expense Account Code	The General Ledger expense account number, assigned to the Pay Code, which were created on the Maintain>Payroll>Federal, State, or Other Taxes, or Maintain>Earning, Benefit, Deduction, or Workers' Compensation Codes, and was selected on the Employee's timesheet.
GL Liability Account Code	The General Ledger liability account number, assigned to the Pay Code, which were created on the Maintain>Payroll>Federal, State, or Other Taxes, or Maintain>Earning, Benefit, Deduction, or Workers' Compensation Codes, and was selected on the Employee's timesheet.

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.