The Employee Check Record is a one-line-per-check listing of all processed payroll checks in either all or selected checkbooks. The checks are sorted by employee and subtotaled on a month-to-date, quarter-to-date, and year-to-date basis. You may choose to display up to two deductions, and any deductions not specified are summarized in a single column. 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).
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 Employee Check Record to move this report to the Selected pane. With Employee Check Record 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:
- <ALL> (default selection)
- 1st payroll checkbook
- 2nd payroll checkbook
- nth payroll checkbook
Choose one of the following options from the drop-down list:
- Check Number. This option sorts first on employee ID and then on check number.
- Employee ID. This option sorts first on employee ID, then payroll period, and then check number.
- Employee Name. This option sorts first on employee name, then payroll period, and then check number.
Choose one of the following options from the drop-down list:
- Current month (default selection)
This option refers to the calendar month of the check creation, not of the check date.
- Current year
This option refers to the calendar year of the check creation, not of the check date.
- Latest check date
Includes check records only with the latest check date and filters out any other check records.
- Selected ranges
If you choose this option, you may also fill in one or more of the following starting and/or ending dates to limit the range(s) of check records to include in the report:
- Check date: Start/End
- Period end date: Start/End
- Check number: Start/End
- 1st - 4th quarter
These options include all checks entered during the specified quarter, regardless of the check date. You must also specify the year of the selected quarter - Current year or Previous year.
- Current detail period (This option only available if detailed payroll periods are active for this client)
This option includes check records created during the current detail payroll period.
- Previous detail period (This option only available if detailed payroll periods are active for this client)
This option includes check records created during the previous detail payroll period.
For information on selecting an appropriate range option for your report, see Range options for reports overview.
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.
Note: When the Departmental report checkbox is marked, the Department detail checkbox (under Optional Information) is automatically grayed.
To exclude detail for individual checks, mark the Summary report checkbox.
To display detail for the FICA-SS and FICA-Med components, mark this checkbox.
To display detail for the SUI and SDI components, mark this checkbox.
To exclude month to date, quarter to date, or year to date totals from the report, mark the appropriate checkbox.
To exclude company totals from the report, mark this checkbox.
Hours columns
Choose one of the following options (not available if the Detailed wage format checkbox is already marked):
- Total hours (default selection)
- Regular and overtime hours
- Regular, overtime, and double-time hours
Pieces
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 Detailed wage format option cannot be selected at the same time.
Include TPSP department
To include detail for the third-party sick pay department, mark this checkbox.
Deduction 1, Deduction 2
You may choose to show details for up to two deductions, and any deductions not specified are summarized in a single column of the report.
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