Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The New Hire Report allows you to easily prepare all relevant information about newly hired employees to comply with any state-required reporting. The report covers all employees hired within the date range that you specify. 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 New Hire Report to move this report to the Selected pane. With New Hire 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 for this field:
- Employee Name
- Hire Date
- Social Security Number
Enter both the starting and ending hire dates to include in this report.
Note: To have the starting and ending hire dates be automatically updated on a periodic basis so that you may update this report without having to reset the print options, do both of the following:
- Select the Save report options checkbox on the Print tab of the Setup > User Preferences dialog.
- Mark the Automatically increment dates checkbox in this dialog and also fill in the number of days by which to increment.
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: If the Departmental report checkbox is marked, you may also mark the New page for each dept checkbox.
You may choose to have any of the following optional employer information print on the New Hire Report:
- DBA
- Address
- Contact name and number
- Fax number
- Email address
- ID number
Also choose either SUTA ID or State Withholding ID and select the two-character state code from the drop-down list. (Note that the drop-down list for this field includes only the SUTA states listed for the open client in the Payroll tab of the File > Client Properties dialog.)
Mark all the appropriate checkboxes to indicate the type of employee information that should appear in this report:
- Date of hire
- Date of birth
- Salary
- Independent Contractor
- New Hire/Recalled
- Medical ins. availability date
- Text field number (1 to 5)
This field is only available if the Medical ins. availability date checkbox is marked.
- Occupation
- Text field number (1 to 5)
This field is only available if the Occupation checkbox is marked.
Note: To include the medical insurance availability date and occupation in this report, the corresponding Text field numbers in the Personal information grid in the Employees > Personal/W-2 tab must be assigned for this purpose for all employees.
- State of hire
When this checkbox is marked, you can choose to include either the employee's or the employer's state in the report.
Department selection tab
Print all departments vs. Print selected departments
Departments available
Departments selected
Font tab
Font tab
Page Layout tab
Page Layout tab