PR Employee Benefits/Deductions Report window

PayrollCS > Payroll > Reporting menu > PR Employee Benefits/Deductions Report window

Use this report to view benefit and deduction information for your employees. You can sort and/or filter this report to meet your needs.

Report Type

Use this drop-down to select the type of report you want to print. If you select the Include subtotals check box for either report type, subtotals for your selected sorting option appear. You can choose from:

• Detailed: select this option to include detailed information for each benefit or deduction. This option prints the Employee Number, Employee Name, Code, Description, Code Type, Apply Type, Active Pay Period, Amount Per Period, Use Amount Remaining, Amount Remaining, Last Amount Used, Department, Status, and Total Amount.

• Condensed: select this option to include summary information for each benefit or deduction. This option prints the Code, Description, Code Type, Employee Number, Employee Name, Department, Amount Remaining, Last Amount Used, Status, and Total Amount. If you select the Group and total by code check box, this option will also display a total per Benefit or Deduction Code.

Sort By

Use this drop-down to select how you want to sort the contents of the report. You can choose from the following options:

• Employee Number

• Employee Name

• Department or Program

• Pay Type

• UDFs: if you set up any user-defined fields, they will appear as a sort option.

Status Type

Select from the following options to filter the report by employee status; you can select All to include all employees in the report. Your selection here will filter the Status Lookup to only include codes of this status type.

• Active

• Inactive

• Temporary

• Terminated

• All

Additional Filter

This field is only available if at least one user-defined field is set up in Module Preferences. From the drop-down, select a UDF by which to filter the report content.

Page break by <Sort By>

Select this check box to start a new page between your sort option. For example, if you sort the report by Employee Number, each employee record will start on a new page.

If you selected to sort by a UDF, only the UDF description will appear in this field label.

Skip employees without Benefit/Deduction Codes

Select this check box to exclude detail information for any employees that do not have Benefit/Deduction Codes attached.

Include subtotals

Select this check box to include subtotals after each sort option. For example, if you sort the report by Employee Number, subtotals appear after each employee record.

Group and total by code

Select this check box to group the information and display a total per Benefit/Deduction Code.

Date Range

Use this drop-down to select a predefined period of time in which to run the report. For more information on the date range options available, see Working with Date Ranges.

Starting/Ending Date

Type the dates or use the drop-down to select the starting and ending dates for which you want to run the report. These dates adjust if you select a Date Range.

Show on report

Select the check boxes for the benefits/deductions you want to appear on the report. You must choose at least one option to print the report.

Start and End: Employee Number, Employee Name, Department or Program, Code, Status, UDF

The Start and End boxes allow you to define the range of items to include on the report. You can include a single item by entering the same value in both boxes. These default settings include all items that meet the remaining criteria set in the window. Type in the fields or use the Lookup to make your selections.

UDF ranges are available if you selected to sort or filter by UDFs; only the UDF description appears on the label.