Quick Employee Payroll Summary

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

Use this report to review an employee's payroll balances which includes columns for Period-to-Date (PTD), Quarter-to-Date (QTD), and Year-to-Date (YTD) amounts. You can also include associated employer amounts on your report by selecting "Employer Amounts" on the Options tab. Employee Payroll Summary is a fixed-format report. You cannot customize the columns in the report; the system has already determined them. However, you can arrange the data using sort order on the Items by Page and Available Filters.

In order to view the entire Social Security Number, you must have been granted Display Sensitive Data rights for Maintain>Payroll>Employee Information in the active organization. These rights are granted by the Administrator using Security>Set Up Organization Menus form. Otherwise, only the last four digits of the Social Security Number displays.

 

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 the order that the data prints on the report. The Items by Page group box is used to divide the data onto separate pages, where as the Report Body group box is used to select the sort order (ascending or descending) of the columns. Selecting columns in the Report Body has no bearing on what appears on the report; the columns are for sorting purposes only.

• By selecting Employee ID in the Available Items group box, the data can be divided onto separate pages. The report starts a new page for each Employee ID. Sort the Employee IDs by ascending or descending order in the Sort column. If Employee ID is selected here, it is not available in the Report Body group box.
• By selecting Available Columns, the sort order for each column is determined. Sort the columns by ascending or descending order. For example, if you want Employee IDs to be listed in alphabetical order, select "Employee ID," then sort by "ASC." Below is a list of the columns available to sort on. Keep in mind, that the report includes additional columns; these are the only ones that have sorting capabilities.
  • Processing Group
  • Employee ID
  • Employee Last Name
  • Employee Status
  • Class
  • Position
  • Employee Type

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

For example, if you want to filter employees by processing group Admin, select "Processing Group," then "=" in the Compares To column. Finally, select "Admin" in the Criteria 1 column. The system only prints data for the employees who have a processing group of Admin.

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

Options	Description
Employer Amounts	Select this option if you entered employer amounts and would like to print them on the report.
Total by Payroll	Select this option to total processing group information, such as the hours taken and the hours accrued for the employees.

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.

To print totals by processing group, select "Total by Payroll" on the Options tab. You can also include employer amounts on the report by selecting "Employer Amounts."