Payroll > Reports >

Employee Information

 

         

 

 

Overview

The Employee Information report allows you to print out detail information for your employees.

 

This Help page contains the following sections:

Filters and Options

Report

 

 

Filters and Options

On the Filters tab there are several options:

 

Employee

Home Department

Ethnic Group

Employment Status

Work Status

Compensation

Deduction

Tax Table

# Pay/Year

Employee Note: This filter references the Note field in Employee Information.

Classification

Hire Date

Termination Date

Next Review Date

Rehire Date

Minister Date

 

Note: For all date filters select a date option. Additional date filters may appear depending on what option you choose.

 

 

There is also an option for Specific Selection which causes the report to select employees that meet ALL of the specified criteria. When this option is blank employees meeting any specified criteria are selected.

 

On the Options tab you can customize the Report Name and select your Report Options:

 

Print Address: Select which address type to display from the drop-down list.

Print Phone: Select which phone type to display form the drop-down list.

Print Time Clock ID #

Print Setup Information: This option displays the user and time for the creation and last update of the employee record within Payroll.

Print ACH Information: This option displays the ACH Direct Deposit information from the employee record including the Account Type, Bank Routing #, and Bank Account #.

Print Time Off Information: This option displays the following information for each of the Time Off Hours: Available, Used, Remaining, Per Pay, Per Hour, and Maximum.

Print Compensation Information: This option displays the following information for each compensation distribution on the employee record: Frequency, #Pay/Year, Classification, Rate, Annual, Project, and Work Comp.

Print Deduction Information: This option displays the following information for each deduction distribution on the employee record: Frequency, Type, Cycle, Amount, Limit, Matching%, and Matching$.

Print State County Local Taxes Information: This option displays the following information for each tax distribution on the employee record: Status, Exemptions, Extra $, Extra %, and Additional Deductions.

Print Social Security #: Select Yes, No, or Mask (****-**-1234).

 

You can also select to Export to Excel.

 

In addition to any options selected basic employee information also display:

 

 

 

Report

Click the Run Report button to display a preview of your Employee Information report or prompt you to download the Excel file depending on your selection. You may also click the Clear Preferences link to reset all of your report preferences to their initial values.

 

Once the preview displays you can navigate the pages, export to several formats (e.g., PDF, Excel, Word), and Print. Click Report Preferences on the blue bar above the report preview to return to Report Preferences. When finished click the Close Report button to return to the main Payroll page.

 

 

Compiled on 1/24/2018 8:42:27 AM