Company reports

Payroll Setup Reports

The payroll setup reports provide the ability to view the deduction, benefit, accumulator, and earnings values set up for the payroll. The Report History section on the Payroll Setup Reports page.Closed From the Reports menu, select Company Reports > Payroll Setup. displays the audit for all actions taken for all the payroll setup reports.

The Earnings report provides information on the earnings set up for the payroll and includes the following sections:

  • Descriptions

  • Calculation Details

  • Other Options

  • Government Calculations

  • Year-End

Note: Time Off Request entitlements are NOT included in this report.

To view the report:

  1. Go to the Payroll Setup Reports page.Closed From the Reports menu, select Company Reports > Payroll Setup.

  2. Click the Download button for the Earnings report.

  3. Select the format to download the report. Options include Spreadsheet (xlsx) or CSV.

  4. Click Download.

The report downloads. Open the downloaded report to view it.

The Deductions & Benefits report provides information on the deductions and benefits set up for the payroll and includes the following sections:

  • Descriptions

  • Calculation Details

  • Other Options

  • Hours/Earnings to be included in calculation

  • Deductions/Contributions to be included in calculation

  • Government Calculations and Year End

  • Third Party Payment Information

To view the report:

  1. Go to the Payroll Setup Reports page.Closed From the Reports menu, select Company Reports > Payroll Setup.

  2. Click the Download button for the Deductions & Benefits report.

  3. Select the format to download the report. Options include Spreadsheet (xlsx) or CSV.

  4. Click Download.

The report downloads. Open the downloaded report to view it.

When you download the report in spreadsheet format the Descriptions section is pinned. We recommend unfreezing the section and view the additional columns in the report.

The Accumulators report provides information on the accumulators set up for the payroll and includes the following sections:

  • Descriptions and Calculation Details

  • Other Options

  • Hours Included

  • Hours Excluded

  • Earnings Included

  • Earnings Excluded

  • Groups Included

  • Groups Excluded

To view the report:

Go to the Payroll Setup Reports page.Closed From the Reports menu, select Company Reports > Payroll Setup.

Click the Download button for the Accumulators report.

Select the format to download the report. Options include Spreadsheet (xlsx) or CSV.

Click Download.

The report downloads. Open the downloaded report to view it.

Vacation Plan Setup Report

Use this report to easily view the setup information for each accumulator.

The report is divided into two sections, one for vacation pay accumulators and the second for additional accumulators. The report includes the taxation, year end, and special options that apply for the for the accumulator. The individual plans display the calculation method and the hours and earnings that are included or excluded from each plan. The report can be viewed online or printed and saved as a .pdf file. To access the report, go to the Vacation Plan Setup Reports page.Closed From the Reports menu, select Company Reports > Vacation Plan Setup.

For easy reference when assigning a plan to an employee, the report is also accessible from the Employee Profile page.Closed From the Payroll menu, select Hire/Profile > Employee Profile. and New Hire page.Closed From the Payroll menu, select Hire/Profile > New Hire.. To view the report, click the Plan link in the accumulator section.

The report opens in .pdf format in a new window.