Pay Code Detail Report

This report displays employees pay information by pay code.

• Now you can run this report either by a Payroll Number or by Pay Date Range.
• If you run this report by Payroll Number, you can select from successfully initialized payroll statuses as well as completed payroll statuses.
• If you run this report by Date Range, you can only select from completed payroll statuses for a specific period.
• The following Sort Options are now available:
• By Pay Code By Employee
• By Pay Code
• By Department By Employee

Security

• Uses Client Access Group security and Data Entity security.
• Worksite Managers, Worksite Trusted Advisors and Service Providers can access the form.

 

To access the form, click Reports menu. Under Payroll|Report, click Pay Code Detail Report.

To generate the Pay Code Detail Report:

1. Complete the following fields:
a. Under the Report Period section

Field Name

Description

Payroll Number

The payroll number for which you want to run this report or click the Payroll Number link to select one from the Select Payroll Batches window.

Only the first 100 payroll numbers are displayed in the window. To see more payroll numbers, scroll down and click More.

Note:   

• When you click the Payroll Number hyperlink, you see a list of all available payrolls posted by the client.
• When you run the report selecting a Payroll Number in initialized status, it returns data from the initialized payroll.
• When you run the report selecting a Payroll Number in posted status, it returns data from the posted payroll.
• When you run the report selecting a Date Range, it returns data only from the posted payroll and not initialized payroll.

Pay Date Range

Select this option if you want to run this report for a payroll batch in a specific Pay Date Range. You can run this report for three years.

Fill in the following fields:

• Start Date - Enter the start date for the pay date range for which you want to run this report.
• End Date - Enter the end date for the pay date range for which you want to run this report.
b. Under the Parameters section

Field Name

Description

Use 'XLS' Format

Check box this option if you want to see the report in a .xls format.
c. Under the Sort Options section

Field Name

Description

Sort By

Select your sort criteria from the following drop-down to determine what columns the report will sort by and in what order:

• By Pay Code By Employee
• By Pay Code
• By Department By Employee
d. Under the Report Filters section

Field Name

Description

Pay Code

If you want to run this report for specific pay codes, enter them here or click on the Pay Code link and select them from the Select Pay Code window. The corresponding Pay Description will populate automatically.

Status Class

If you want to run this report for a specific employee status, select it from the following drop-down:

• Active
• On Leave
• Terminated

Type Class

If you want to run this report for a specific employee type, select it from the following drop-down:

• Full-Time
• Part-Time

Department

If you want to run this report for specific departments, enter the departments here or click the Department link and select them from the window. The corresponding Department Names will populate automatically.

Location

If you want to run this report for specific locations, enter the locations here or click the Location link and select them from the window. The corresponding Location Names will populate automatically.

Position

If you want to run this report for specific positions, enter the positions here or click the Position link and select them from the window. The corresponding Position Names will populate automatically.

Division

If you want to run this report for specific divisions, enter the divisions here or click the Division link and select them from the window. The corresponding Division Names will populate automatically.

Project

If you want to run this report for specific projects, enter the projects here or click the Project link and select them from the window. The corresponding Project Description will populate automatically.

Shift

If you want to run this report for specific shifts, enter the shifts here or click the Shift link and select them from the Select Employee window. The corresponding Shift Description will populate automatically.

Work Group

If you want to run this report for specific work groups, enter the work groups here or click the Work Group link and select them from the window. The corresponding Work Group Description will populate automatically.

Employee ID

If you want to run this report for specific employees, enter their employee IDs here or click the Employee ID link and select them from the Select Employee window. The corresponding Employee Names will populate automatically.
2. Click Run. The report shows up on the screen.
3. Click XLS to download the report.
4. Click Close to close the screen at anytime.

 

The following report columns are available:

• Department: The department code entered. (If you have selected By Department By Employee as the Sort option)
• Department Description: The department description for the department code entered. (If you have selected By Department By Employee as the Sort option)
• Pay Code: The pay code entered.
• Pay Description: The pay description used to identify the pay code.
• Employee ID: Employee ID
• Employee Name: Employee Name
• Pay Date: The date of pay.
• Check #: The check number for that pay period.
• Voucher #: The voucher number for that pay period.
• Amount Paid: The amount paid for the pay code during that pay period.
• Hours: The amount of hours for the pay code during that pay period.