Employee Information List Report

To access this report, go to Reports>Payroll>List Reports>Employee Information List

Use this report to obtain a list of the employees in your organization.

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	The employee's processing group. The report shows the code's name, such as Admin or PartTime.
Processing Group Title	The title of the processing group code.
Class	The job class entered.
Position	The employee's job title, such as Administrator or Program Rep.
Employee ID	The employee 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 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".
Spouse's Social Security Number	The employee's spouse's social security number. This only applies if the withholding tax state is Puerto Rico. 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".
Previous Employee ID	The Employee ID before it was modified on the Employee Information form, if applicable.
Date of Rename Employee ID	The date and time the Employee ID was last modified.
Employee ID Modified By	The user ID that modified the Employee ID.
Employee ID Modified At	The workstation where the Employee ID was modified.
Rename Comments	Comments entered on the employee's profile when their employee ID was modified, if applicable.
Address	The employee's home address.
City	The city where the employee resides.
State	The state where the employee resides.
ZIP	The zip code where the employee resides.
Country	The country where the employee resides.
Voice Number	The employee's telephone number.
Fax Number	The employee's fax number.
Work Number	The employee's work number.
Employee Email	The employee's personal or home email address.
Emergency Contact Name	The name of the employee's emergency contact.
Emergency Contact Number	The telephone number of the employee's emergency contact.
Emergency Contact Relation	The relationship of the emergency contact to the employee, such as Spouse, or Father.
Emergency Contact Email	The email address of the employee's emergency contact.
User ID	The system user ID that is associated with the employee ID.
Birth Date	The employee's date of birth.
Hire Date	The employee's date of hire.
Action Date	The action date.
Last Day Worked	The employee's last day of work.
Termination Date	The date the employee was terminated.
Years of Service	The number of years the employee has been with the company.
I-9 on File	A designation of Yes or No, depending on if "I-9" was selected.
Citizenship	The country where the employee is a citizen.
Marital Status	The marital status of the employee, such as single, married, widowed.
Occupation Code	The occupational code of the employee, such as 4000 - AK Occupational Code and 4029 - LA Occupational Code.
Gender	The employee's gender.
Ethnicity	The ethnic origin of the employee.
Pay Type	A designation of Salaried or Hourly, depending on what pay type was selected.
Salary per Pay Cycle	The salary per pay cycle displays an amount for salaried employees.
Hourly Rate	The hourly rate entered. For salary employees, the amount of the "Equivalent Hourly Rate for Calculations" displays.
Direct Deposit	A designation of Yes or No, depending on if "Direct Deposit" was selected in their Employee Profile.
Disable Pre-note	A designation of Yes or No depending on if a Disable Pre-note was specified for the employee.
Disable Pre-note Last Updated Date	The date and time that the Disable Pre-note was last updated.
Bank Information Last Updated Date	The date and time that any information related to Bank Information was changed.
Pre-note Sent Date	This is the date that starts the three (3) day period for which pre-notes will be created in the system.
Voucher Available Date	This is the date that ends the three (3) day period for which pre-notes will be created in the system.
Employee Type	The employee type, such as full-time or part-time.
Military Status	The employee's military status.
Driver's License Number	The employee's driver's license number.
Driver's License State	The state where the license is valid.
Driver's License Expiration	The date when the license expires.
Driver's License Class	The driving class approved for the employee.
FIT Filing Status	A designation of Single, Married, or Head of Household depending on which filing status option was selected on the Federal Tax tab.
Issue Electronic Form 1095	A status of Yes or No, indicating whether the Issue Electronic Form 1095 box is checked for this employee.
FIT Nonresident Alien	A status of Yes or No, indicating whether the employee is a nonresident alien.
FIT Number of Withholding Allowances	The number of federal withholding allowances entered.
FIT Additional Withholding	The federal income tax withholding amount withheld each pay period.
FIT Exempt from Withholding	A status of Yes or No, indicating whether the employee is exempt from Federal Withholding.
FIT Employee W-4 Completed Prior to 2020	A status of Yes or No, indicating whether the employee completed their W-4 prior to 2020.
FIT Multiple Jobs	A status of Yes or No, indicating whether the employee works multiple jobs.
FIT Dependents Total	The federal withholding entered for dependents.
FIT Other Income Total	The amount entered for other earned income that will not have withholding, such as interest, dividends, and retirement income. This amount should not include income from other jobs.
FIT Deductions Total	The amount of deductions claimed.
FIT Additional Withholding for 2020	The additional federal withholding withheld each pay period.
Earned Income Credit	A designation of None or Single/Married with one Filing, depending on which earned income credit was selected.
SUTA State	The state code for the state unemployment tax entered.
SWT State	The state code for the state withholding tax entered.
SWT Filing Status	A designation of Married or Single or Head of Household, depending on which filing status was selected.
SWT Exemptions	The number of exemptions entered for the state unemployment tax.
SWT Deductions	The number of deductions entered for the state unemployment tax.
SWT Credits	The number of credits entered for the state unemployment tax.
SWT Allowances	The number of allowances for deductions entered for the state unemployment tax.
SWT Additional Withholding	The number of additional withholdings entered for the state unemployment tax.
Other Taxes Tax Code	The tax code assigned for the other withholding tax.
Other Taxes Paid By	A designation of Employee, Employer, or Both, depending on which "Applicable Taxes" were selected (see Payroll Other Taxes).
Other Taxes Additional Withholding	The number of additional withholdings entered for the other withholding tax code.
Other Taxes Exemptions/Deductions Code	The exemptions/deductions code entered for the other withholding tax code, if applicable.
Other Taxes Exemptions/Deductions Descriptions	The description of the exemptions/deductions code.
Other Taxes Exemptions/Deductions Number	The number of exemptions/deductions entered for the other withholding tax code.
Medicare Qualified Governmental Employee	A designation of Yes or No, depending on if "Medicare Qualified Governmental Employee" was selected.
Statutory Employee	A designation of Yes or No, depending on if the Box 13 Item, "Statutory Employee" was selected.
Retirement Plan	A designation of Yes or No, depending on if the Box 13 Item, "Retirement Plan" was selected.
Third Party Sick Pay	A designation of Yes or No, depending on if the Box 13 Item, "Third Party Sick Pay" was selected.
Issue Electronic W-2	A designation of Yes or No, depending on if "Issue employee W-2 electronically using Aatrix®.
Electronic Filing Email	The employee's email address used for electronically file W-2s using Aatrix®.
Print Paper Voucher	A status of Yes or No, indicating whether the Print Paper Voucher box is checked for this employee.
Email Voucher	A status of Yes or No, indicating whether the Email Voucher box is checked for this employee.
Voucher Email Address	The email addresses used to send vouchers to this employee.
Voucher Email Process Template	The email process template used to send vouchers to this employee.
Notes	Any notes entered on the employee's record (see Employee Record).
{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.

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.
Select "Suppress Lines with All Zeros" 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 the Layout tab to change the font and page setup for a report.