Deductions History Report

To access this report, go to Reports>Payroll>>History Reports>Deductions History Report

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

You can choose to use the report as-is by clicking or , or make edits to the report by clicking .

Tip: If you're not familiar with the MIP Cloud Report Builder interface, see Report Builder for an introduction.

If you choose to make edits to the report, the Report Builder page will display. From this page, use the Setup tab to choose the columns you'd like to appear on the report. You can rename the columns under Column Heading.

Current Transaction dates are required to specify the date range for data included in the report. Enter these dates on the Setup tab.

The following fields are available to include in the report:

Processing Group Code	This is the processing group code that was set up for the employee using the Payroll>System Setup>Employee Information>Employee Record 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 Payroll>System Setup>Employee Information. These rights are granted by the Administrator by going to Administration>Users>Manage Users, selecting the "Payroll" module, scrolling down to the "System Setup" section and selecting the checkbox under "Display Sensitive Data".
Hire Date	The employee's date of hire entered on the Payroll>System Setup>Employee Information>Employee Record form.
Action Date	The action date entered on the Payroll>System Setup>Employee Information>Employee Record form.
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.
Deduction Code	The deduction code selected on the employee's timesheet.
Processing Group Title	The title of the processing group code.
Deduction Title	The title of the deduction 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 Payroll>System Setup>Payroll Codes>Deduction Codes form.
W-2 Box Code	The W-2 Box Code entered on the Payroll>System Setup>Payroll Codes>Deduction Codes form.
Payroll Type	The payroll type - Adjust, Manual, Regular, Supplemental, or Void.
Pay Date	The date on the Payroll check.
Pay Period Begin Date	The pay period beginning date entered on the Payroll>System Setup>Payroll Codes>Processing Groups form.
Pay Period End Date	The pay period ending date entered on the Payroll>System Setup>Payroll Codes>Processing Groups form.
Timesheet Reference	A unique tracking number provided for timesheets.
Document Number	The document number assigned during Payroll Processing.
Document Date	This is the document date assigned during Payroll Processing.
Fixed Percentage of Earnings	If "Fixed Percentage of Earnings" was selected on the Payroll Deduction Codes form, 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 report 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 report 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 report 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.
Maximum per Year	This amount is the maximum limit allowed for deductions per calendar year.
Maximum per Year Exceeded	A designation of Yes or No, depending on if the maximum limit allowed for deductions per calendar year has been exceeded. It is recommended that when you select the Maximum per Year Exceeded column, that you also select "Summarize Amounts" on the report Options tab. By summarizing the amounts, the system can accurately identify if the Maximum per Year amount has been exceeded.

Use the Filter tab to narrow down and define the data using the available filters.

Use the Options tab to Summarize Amounts on the report, to implement security features, and more.

Select "Summarize Amounts" 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

You can secure the report so that other users cannot save their changes to it. This option can only be undone by the user that locked the report.
Select the "Year End Adjustments" option to include year end adjustments on the report. This entry type was designated during transaction entry.
Select the "Replace total debits and credits with Balance" option to show the net amount for each segment where totals have been requested. Otherwise, the report displays the total debits and total credits for each segment.

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