PR Employee Management window: YTD Summary tab
This tab is read-only and displays year-to-date information for the selected employee. You can also print a W-2 Preview Report and a History Report from this tab.
W-2 Preview
Select this button to open the
W-2 Preview Report window.
History Report
Select this button to open the
PR Employee History Report window.
YTD History
The information in this grid is read-only and displays posted year-to-date information for the employee. You can sort and filter the information by the column headings or by specific information in each column.
YTD Summary
This information is read-only and displays year-to-date totals for the employee.
Grouping Bar
Use the grouping bar to group your data based on column headings. Drag any column heading to the grouping bar to refresh the grid and show the data grouped by that column heading. You can drag multiple column headings to the grouping bar to further group your data. You can expand and collapse each group view in the grid. You can also click the column label to change the sort order (ascending/descending). To undo a grouping, click the X in the corner of the button in the grouping bar.
Filter Icon
The following options are available when you click the funnel-shaped filter icon at the top of the columns. Some columns have different filter options based on the column type.
No filter
Select this option if you want to remove a filter from the grid data.
Equals
Select this option to filter the grid by a specific value. Click the field to the left of the filter icon and enter the value that you want the filter to equal.
Not equal to
Select this option to show everything in the grid except a certain value. Click the field to the left of the filter icon and enter the value you don’t want to see in the grid.
Contains
Select this option to show any data that contains the sequence you enter. Click the field next to the filter icon and enter an alphanumeric sequence you want to show in the grid.
Does not contain
Select this option to show any data that does not contain the sequence you enter. Click the field next to the filter icon and enter an alphanumeric sequence that you don’t want to see in the grid.
Greater than
Select this option to show everything in the grid greater than a specific value. Click the field to the left of the filter icon and enter the value that you want all numbers in the grid to be greater than.
Less than
Select this option to show everything in the grid less than a specific value. Click the field to the left of the filter icon and enter the value you want all values in the grid to be less than.
Greater than or equal to
Select this option to show everything in the grid greater than or equal to a specific value. Click the field to the left of the filter icon and enter the value you want all values in the grid to be greater than or equal to.
Less than or equal to
Select this option to show everything in the grid less than or equal to a specific value. Click the field to the left of the filter icon and enter the value you want all values to be less than or equal to.
Is null
Select this option to show all records that have a blank field in this column.
Is not null
Select this option to show all records that have information in this column.
Starts with
Select this option to show any data that starts with the sequence you enter. Click the field next to the filter icon and enter an alphanumeric sequence you want all data in the grid to start with.
Ends with
Select this option to show any data in the grid that ends with the sequence you enter. Click the field next to the filter icon and enter an alphanumeric sequence that you want all data in the grid to end with.
Between
Select this option to open the
Select Filter Range window. In that window, you can set a filter to only show data between two values.
Not between
Select this option to open the
Select Filter Range window. In that window, you can set a filter to only show data that falls outside of two values.
Custom
Select this option to open the
Select Filter Range window. In that window, you can set a custom filter.
Published date: 12/20/2021