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Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
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The Data Entry Worksheet provides an organized way to gather and verify employee check data from your client. You may wish to use the Detailed format (with employee data) to speed check entry or the Short Form version (without employee data) to use as an input sheet when adding new employee records. For either the Detailed format or the Short Form version, you may also specify that 6 blank information lines be added for each of up to 99 new employees. By default, the report includes all single frequency employees, though you have the option to include only employees with a selected frequency.
The Data Entry Worksheet automatically excludes any employee for whom an Inactive date has been entered on the Personal & W-2 tab of the Employees window.
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 Data Entry Worksheet to move this report to the Selected pane. With Data Entry Worksheet still highlighted, click the Options button to open the print options dialog for this report.
See also: Payroll CS 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
You may choose either of the following options from the drop-down list:
- Employee ID (default selection)
- Employee Name
The report alphabetizes first by last name and then by first name.
Notes
- If the Departmental primary sort checkbox is selected for this report, all information is listed first by department and then, within each department, either by employee ID or employee name.
- The Departmental primary sort checkbox is accessible only if the Detailed format is selected for this report.
Choose one of the following options for this report:
- All single frequency employees (default selection)
- Includes every employee for whom all pay items are of the same frequency (regardless of which frequency); and
- Includes every employee who meets the single-frequency criterion specified in the bulleted paragraph above and for whom one or more pay items of non-periodic frequency are also specified.
- Includes, for each listed employee, all of the single frequency pay items.
Note: The non-periodic pay items will not appear on the report.
- Selected frequency
- Includes every employee with at least one pay item of the selected frequency. If you select this option, also choose the desired pay frequency from the drop-down list (as listed in the following bulleted paragraph).
- Includes, for each listed employee, every pay item of the selected frequency (Daily, Weekly, Bi-Weekly, Twice Monthly, Monthly, Quarterly, Semi-Annually, Annually, or Non-periodic).
You can also choose to Include daily time entry employees by marking the checkbox.
Dates to include
You can specify dates to be printed on the report by entering one or more of the following in MMDDYY format:
- Period beginning date
- Period end date
- Check date
Increment dates by <n> days
Mark this checkbox and enter the number of days (from 0 to 999) if you wish to have Payroll CS automatically set the dates to the next specified pay period each time you finish printing this report. Otherwise, these dates will default to blank when you exit the Print dialog.
Use next detail period dates
Mark this checkbox to specify that next detail period dates are to be printed on the report. (This option is only available when detailed payroll periods are active for the current client.)
Use current detail period dates
Mark this checkbox to specify that current detail period dates are to be printed on the report. (This option is only available when detailed payroll periods are active for the current client.)
You may include input lines for the following optional information by marking the desired checkbox(es):
- Social security # (default = ON)
- Salaried pay rates (default = ON)
- Periodic salary (default = OFF)
Marking this box divides each employee's annual salary rate by the frequency of the pay item and includes the resulting periodic salary rate in the report (enabled only if the Salaried pay rates checkbox is currently marked).
- Hourly pay rates (default = ON)
- Deductions (default = ON)
- Print fixed amounts for deductions (default = ON)
- Comments (default = OFF)
- Extra blank employees (default = 2)
You may specify that input lines be included for 0 - 99 new employees.
These options are accessible only if the Detailed format is currently selected for this report. Mark the checkbox for each of the following items that you wish to include in the Data Entry Worksheet:
- Overtime hours (default = ON)
- Double-time hours (default = OFF)
- Pay amount (default = ON)
- Pieces (default = OFF)
This option is available only for clients using piecework payroll. When this option is selected, the option to include double-time hours is disabled, and a space for pieces is added to the hash totals area.
- Dept. primary sort (default = OFF)
All information will be listed first by department and then, within each department, either by employee ID or employee name.
- Page break between departments (default = OFF)
- Hash total fields (default = ON)
- Summary section (default = ON)
- Double-space (default = OFF)
- Extra lines per employee (default = 0)
You may specify that 0 - 99 extra input lines be included for each employee.
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CREATIVE SOLUTIONS ACCOUNTING
