Pay Codes History Report

To access this report, go to Reports>Payroll>History Reports>Pay Codes History

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.

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". 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".

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	This is the processing group code that was set up for the employee using the Payroll>System Setup>Employee Information>Employee Record 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 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".
Address	The employee's home address entered on the Payroll>System Setup>Employee Information>Employee Record form.
City	The city where the employee resides entered on the Payroll>System Setup>Employee Information>Employee Record form.
State	The state where the employee resides entered on the Payroll>System Setup>Employee Information>Employee Record form.
ZIP	The zip code where the employee resides entered on tPayroll>System Setup>Employee Information>Employee Record form.
Country	The country where the employee resides entered on Payroll>System Setup>Employee Information>Employee Record form.
Hire Date	The employee's date of hire.
Termination Date	The date the employee was terminated.
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.
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. See Payroll Workers' Compensation Codes.
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, based on their processing group. See Payroll Processing Groups.
Pay Period End Date	The pay period ending date, based on their processing group. See Payroll Processing Groups.
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.
Rate Multiplier	If "Rate Multiplier" was selected when creating the Payroll Earning Codes, this is the value specified in the Rate box.
Distribution Code	The distribution code of the earnings. This information was entered using Add Timesheets.
Distribution Code Description	The description of the distribution code.
Rate	The amount entered for the rate of the code.
Adjustment Factor	The adjustment factor entered for the code.
Fixed Percentage of Earnings	If "Fixed Percentage of Earnings" was selected when creating the 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.
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 based on their processing group (see Payroll Processing Groups).
Pay Rate	The employee's pay rate.
Earning Hours	The number of hours accrued, entered on the employee's timesheet. 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 in Payroll State Taxes.
State Unemployment Tax ID	The employer's state unemployment tax identification number entered in Payroll State Taxes.
GL Expense Account Code	The General Ledger expense account number assigned to the Pay Code and selected on the Employee's timesheet.
GL Liability Account Code	The General Ledger liability account number, assigned to the Pay Code and selected on the Employee's timesheet.

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.