The Employee Listing includes basic setup information from the Employees window for all or for selected employees. You can choose any of several different sort orders for the report, and you may limit the employees to include in the report by specifying the starting and ending birth dates, hire dates, or raise dates.
You can include additional optional information, such as the employer's name, address, and EIN number (at the top of the first page of the report), setup detail for each employee from the General tab and/or the Personal & W-2 tab of the Employees window, employee salary, child support, federal levy, and tax information, as well as a listing of employees marked as exempt from federal and state withholding. If you are a licensed user of the Payroll CS Direct Deposit module, you may also choose to include ACH direct deposit information in this report.
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 Listing to move this report to the Selected pane. With Employee Listing 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
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.
To print the Employee Listing in condensed format, mark this checkbox. (Most of the Optional information checkboxes for this report are not accessible if the Condensed layout checkbox is currently marked.)
In condensed format, this report displays only the following information for each employee's Home department, in a two-column listing:
- ID, Employee Name, SSN
- Street
- City, ST Zip
- Email
- Date of Birth: MM/DD/YY Age: xxx Gender: x Race: x
(Age is calculated as of the end of the current month.)
- Employed: MM/DD/YY-MM/DD/YY Last Raise: MM/DD/YY
- Department: Home Department
- Comments: <first 55 characters of comments>
- Salary
(To list salary information by department, also mark the Salary and Departments checkboxes under the Optional Information group box.)
- Federal: ms*, allow*, aamt*, EIC status
- FICA: t/no-t* FUTA: t/no-t* SUTA: t/no-t*
- Union: x Seasonal: x Officer: x Agricultural: x
- W-2 Boxes: Statutory, Dec'd., Pension, Legal, Deferred
- SWH: name, ms*, table, allow*, cred*, aamt*
- Local: name, ms*, table, allow*, cred*, aamt*
* Key:
ms = marital status
allow = number of allowances (total of Personal, Additional, Dependent, and Estimated Deduction)
aamt = additional amount
cred = tax credit allowance
t/no-t = taxable or non-taxable
table = table name
To exclude any inactive employees from the list, mark this checkbox.
Mark this checkbox if you wish to include the employer's name, address, and EIN number at the top of the first page of the Employee List.
Mark this checkbox to include a listing of the employees that are exempt from federal and/or state taxes. This listing can be used to determine which employees should receive a request for a new W-4 form, which expires every year for exempt employees.
Mark this checkbox to include only employees who will receive W-2 forms in the current year.
Mark the checkbox for each type of information that you wish to include for each employee in the Employee List:
- Social Security #
- Address/phone/email
- Salary
(To list salary information by department, mark both the Salary and Departments checkboxes.)
- Personal information
- W-2 information
- Child support information
- Federal levy information
- Federal tax information
- State tax information
- Local tax information
- SUTA state information
- Non-periodic Tax %
- Comments
- Direct deposit
Available only if you are a licensed user of the optional Direct Deposit module
Note: This information is obtained from the General tab and the Personal & W-2 tab of the Employees window. If the Condensed layout checkbox is currently marked, the only Optional information checkboxes that are accessible are Salary, SUTA state information, and Direct Deposit.
Employee selection tab
Print all employees vs. Print selected employees
Employees available
Employees selected
Font tab
Font tab
Page Layout tab
Page Layout tab