The Earnings Report includes month-to-date, quarter-to-date, and year-to-date earnings detail for all or for selected employees. You may choose any of several different sort orders for the report, and if you wish you may limit the employees to include in the report by specifying the starting and ending birth dates, hire dates, or raise dates. Amounts are automatically included for all of an employee's pay items, deduction items, and withholding items. You may optionally include hours columns and department detail for each employee. To change the primary sort method to department, mark the Departmental report checkbox, click the Department selection tab, and select the departments to include in the report (the default selection is Print all departments).
Note: If you move back to a prior payroll period, the Earnings Report will show earnings only up to that period.
Open the File > Print dialog by using one of the following methods: (1) clicking the Print button on the toolbar, (2) clicking the Print Reports icon on the shortcut bar, or (3) choosing Print Reports from the File menu. On the Reports tab in the Print dialog, double-click Earnings Report to move this report to the Selected pane. With Earnings Report still highlighted, click the Options button to open the print options dialog for this report.
See also: Payroll CS reports; Payroll Compliance module reports
Print options
Print options for a report may be saved as part of a report profile. Otherwise, print options automatically revert to their default settings when you deselect a report for printing or exit the Print dialog (unless the Save report options checkbox is marked in the Print tab of the Setup > User Preferences dialog).
General tab
Choose one of the following options from the drop-down list:
- Employee ID (default selection)
- Employee Name
- Home Department
- Social Security Number
Mark the Include current column checkbox to include a column using information from checks rather than from earnings history. You can choose either the Latest check date or Date range option.
Note: If detailed payroll periods are enabled for this client and the Include current column checkbox is marked, the Data range fields are not available and the data range will default to the current period.
Data range
- Latest check date - If you choose this option, the current column includes information from checks with the latest check date. Use the Offset days field to specify the number of days prior to the latest check date you want to also include in the report.
- Selected ranges - If you choose this option, the current column includes information from checks within the check date or period end date range that you specify.
Note: The Current column is based on current processed checks only. The column will not include checks processed in another month. If you are in a previous month, the Latest check date option is disabled.
Select a month from the drop-down list to print the earnings up to a particular month rather than up to the current payroll period.
A departmental report includes a primary sort and filter on departments, which enables you to provide a multi-department client with a breakdown of information based primarily on departments rather than on employees or checks.
Mark the Departmental report checkbox to change the primary sort method to department. In addition, click the Department selection tab and choose either all departments or selected departments.
Notes
- When this checkbox is marked, you may also select the New page for each department checkbox.
- When this checkbox is marked, the Department detail checkbox (under Optional Information) is automatically grayed.
Choose one of the following options from the drop-down list:
- <NONE> (default selection)
- Birth date
- Hire date
- Raise date
Note: When a date option is currently selected in this field, you may limit the employees to include in the report by specifying the starting and/or ending date.
The following optional information may also be included in this report. Mark the checkbox for each item that you wish to include in the report.
- Hours (default = ON)
For each pay item, lists each type of hours in a separate column. Also choose one of the following options (not available if Show components is selected).
- Totals (total hours - default selection)
- Regular, O/T (regular and overtime hours)
- Regular, O/T, D/T (regular, overtime, and double-time hours)
- Pieces (default = OFF)
This option is available only for clients using piecework payroll.
Notes
- When the Pieces option is selected, the Hours Regular, O/T, D/T option is disabled.
- The Pieces option and the Show components option cannot be selected at the same time.
- If the Pieces option is selected when the Include current column checkbox is marked, only the Totals option is available for the Hours information.
- Department detail (default = OFF)
For each employee, lists detail by department. This option is not available if the Departmental report checkbox is marked.
- Include TPSP department (default = OFF)
To include detail for the third-party sick pay department, mark this checkbox.
- Show components (default = OFF)
For each pay item, lists the type of hours (regular, OT, or DT) separately but within a single column. This option cannot be selected at the same time as the Pieces option.
- FICA variance (default = OFF)
Lists any over- or under-withheld FICA amounts based on the current payroll item setup.
- Missing W-2 info (default = OFF)
Lists any missing, duplicated, or invalid Social Security numbers, notes any missing addresses, and also notes when an extra W-2 may print (due to an employee having state or local tax set up, but no taxable wages or withholdings).
- Exclude inactive employees (default = OFF)
Employee selection tab
Print all employees vs. Print selected employees
Employees available
Employees selected
Department selection tab
Print all departments vs. Print selected departments
Departments available
Departments selected
Font tab
Font tab
Page Layout tab
Page Layout tab