EMPLOYEE SERVICES CUSTOM REPORTS MODULE. PayChoice: America's Choice for Payroll

Transcription

1 EMPLOYEE SERVICES CUSTOM REPORTS MODULE

2 2 Employee Service Module Table of Contents Part I Custom Reports Module 3 1 Accessing Custom... Reports 3 2 Creating a Custom... Report 6 Reports Listing... 6 Report Builder... Grouping 7 Report Builder... Sort 8 Report Builder... Filter 9 Report Builder... Definition 10 3 Reports Listing Edit Custom... Report 13 5 Delete a Custom... Report 13 6 Report Grouping... Data Fields 15 Index 25

3 Custom Reports Module 3 1 Custom Reports Module Product Overview Custom Reports option offers the following functions: Administrators can build Custom Reports containing data from pre-configured data groupings. Custom Reports can be saved in the Custom Reports Library. Reports that have been saved in the Custom Report Library can be viewed, printed and exported to Excel. Custom Reports Prerequisites For a company to use the Custom Reports module, they must have access to the following systems: PayChoice Online Employee Services (Optional) In order to Create a custom report, the user must have: o Administrator Access to Employee Services Custom Reports Setup Custom Reports is an integral part of PayChoice Online and Employee Services. 1.1 Accessing Custom Reports Accessing Custom Reports To access custom reports from Employee Services, select Reports from the main menu.

4 4 Employee Services Module To access custom reports from PayChoice Online, select Web Reports from the main menu and then Custom Reports.

5 Custom Reports Module 5

6 6 Employee Services Module 1.2 Creating a Custom Report Creating a Custom Report This section describes how to add a new custom report Reports Listing When Reports are accessed a listing of available reports will display. Click the Create Custom Report button to add a new report

7 Custom Reports Module Report Builder Grouping When you click Create Custom Reports from the Reports Listing page, you will be taken to the Report Builder Wizard. Report Grouping The first step is to select the Report Grouping from the dropdown list. When a Report Grouping is selected the box on the left will be populated with the fields available in that grouping. The available fields are listed on the left of the screen. Use the >> key to select the desired fields to print on the report. This moves the desired fields to the right side of the screen. Use the << key to remove any fields added. If all fields are desired on the report use the Select All Button Once fields are selected click Continue

8 8 Employee Services Module All full list of all data elements in each report grouping are available at the end of the Custom Reports Section Report Builder Sort Select the fields to determine the sort criteria of the report. Highlight fields in the left box that you wish to determine the report sort order. Move and order selected fields as desired using the buttons available. Press Continue to advance to the next step or back to return to the previous step. Any number of fields can be selected; however, it s suggested to keep the sort order to a minimum of three. The order displayed in the right box represents the order the report items will be sorted. The available fields are listed on the left of the screen. Use the >> key to select the desired fields to print on the report. This moves the desired fields to the right side of the screen. Use the << key to remove any fields added.

9 Custom Reports Module 9 If all fields are desired on the report use the Select All Button Click on the Back button to go back to the previous screen Once fields are selected click Continue Report Builder Filter Select those Report Filters you would like available at run time. The selections from this step will determine the filters that are available on the Reports Listing Page. The available filters include: Division/Department Filter (Check Box) Employee Filter (Check Box) One Optional Field (Select from left box) If the Optional field you select is a date field and you wish to display a Date Picker for ease of entry by checking the box labeled - Display the Optional Filter Date

10 10 Employee Services Module Picker. The available fields are listed on the left of the screen. Use the >> key to select the desired fields to print on the report. This moves the desired fields to the right side of the screen. Use the << key to remove any fields added. If all fields are desired on the report use the Select All Button Click on the Back button to go back to the previous screen Once fields are selected click Continue Report Builder Definition Reports are saved by: Supplying a Report Name If Desired enter a Report Description Select who will have access to the report by selecting from the Report Availability dropdown Press Submit to save the report or back to return to the previous step.

11 Custom Reports Module Reports Listing Display Custom Reports Custom Reports are available for selection from the Reports Listing screen: When All Reports is selected from the Report Group Dropdown When Custom Reports is selected from the Report Group Dropdown.

12 12 Employee Services Module From this screen you can Edit or delete the report from the Report Listing by selecting the correct link. Click on the report name to run the report Enter a report filter if desired and click Display Selected Report to process the report. Use the Export to Excel link to send the report to MS Excel

13 Custom Reports Module Edit Custom Report To edit a report select Custom Reports from the Report Group Dropdown on the Reports Listing page. When the Custom Reports group is selected, an administrator can edit the report from the report listing by pressing the Edit Button on the appropriate report listing entry. 1.5 Delete a Custom Report To delete a report select Custom reports from the Report Group Dropdown on the Reports Listing page.

14 14 Employee Services Module When the Custom Reports group is selected, an administrator can delete the report from the report listing by pressing Delete on the appropriate report listing entry.

15 Custom Reports Module Report Grouping Data Fields This section lists all the available fields for each data grouping. **** HR only **** Company Employee Additional Employee Employee Check Employee Check Scheduling Calendar Fields in Payroll Benefit Information History Detail History Summary CO Code Company # Menu Company ID Company # Company # YEAR NUM Employee Employee Employee Employee QTR NUM First Name HR Benefit ID First Name First Name WEEK NUM Last Name HR Benefit Plan Last Name Last Name ID FREQUENCY EMP # HR Login ID Emp # EMP # PE DATE SSN Provider Name SSN SSN PE DAY SSN (Masked) Provider Number SSN (Masked) SSN (Masked) CHK DATE Clock # Provider Contact Clock# Clock # CHK DAY Status Provider Phone Status Status PU DATE PR Status Provider Link PR Status PR Status PU DAY Div # Plan Name Div # Div # DEL DATE Dept # Plan Number Dept # Dept # DEL DAY Labor # EmpDedCode Labor # Labor # OVERRIDE Location # CoDedCode Location # Location # IMPUT METH Group # Premium Group # Group # INPUT ROUTE Gender CoContribType Gender Gender INPUT TIME Race CoContribution Race Race INPUT INST EEOC Effective Date EEOC EEOC DEL METH TITLE Co Premium Title Title DEL TIME DOB Emp Premium DOB DOB DOH DOH DOH Last Raise Date Last Raise Date Last Raise Date Next Raise Date Next Raise Date Next Raise Date Term Date Term Date Term Date Salary Salary Salary Hourly Rate Hourly Rate Hourly Rate Annual Salary Annual Salary Annual Salary Std Hours Std Hours Std Hours Pay Freq Pay Freq Pay Freq Address Address Address City City City State State State Zip Zip Zip SUI State SUI State SUI State WC Code WC Code WC Code Term Reason Term Reason Term Reason Activity NetPay Net Pay These fields are GrossPay Gross Pay limited to those set-up All Paycodes, All Paycodes, in the company All Hourly Codes, All Hourly Codes, All Deductions, All Deductions, and All Taxes and All Taxes will show up here will show up here As they are set-up As they are set-up in the Company in the Company

16 16 Employee Services Module HR Only HR Only Employee Citizenship Employee Employee Personnel & Employee Personnel & Employee Personnel & Info Education ACH Splits Data ALL To Date Values Check History Menu Company ID Menu Company ID CO Code CO Code Co Code Employee Employee Empl# Div # Empl# Status School Emp Name Dept # Employee Number Years BANK ABA Empl # Social.Security Date Graduation Year Bank Name Emp Name Status List A Degree ACT NUM Social.Security TYPE List B Course of Study CHECK SAVE Type CODE List C Verified? CODE CODE AMOUNT Ded Name Description CHECK NUM AMOUNT CUR ACCUM GROSS NET Expr10 MTD ACCUM NET PAY Social.Security QTD ACCUM ADJ TYPE PerEnd Date YTD ACCUM PAY METHOD Check Date In Net EARNINGS DESCRIPT Div # Clock# PER END DT Dept # PR Status Desc TD DESCRIPT Div Desc Date.of.Hire InNet EARNINGS Clock # Freq InNet TaxDeds Position HR Rate1 WComp Class PerPay Salary Dept Desc OT Exempt Status Desc Loc Desc PR. Status Group Desc PR.Status Desc Last Name Race Race Desc Gender Gender Desc EEOC EEO Desc First Name MI Last Name Address1 Address2 City State Postal..Code Home.TelePhone. Birth Date Age BirthMth Date.of.Hire Term Date Years with Co Seniority Days Years/Month with Co Term Reason Freq. HR Rate 1 HR Rate 2 HR Rate 3 Annual Salary PerPay Salary OT Exempt Std Hours Last Raise Date Time Since Last Raise Next Review Date Location Loc Desc

17 Custom Reports Module 17 Group. Group Desc Pens Plan Shift Fed MS # Fed Dep ST MS # ST Dep Unemp Tax ST Income Tax ST Local Tax Pay Type Fed Type Extra Fed Amount ST Type Extra ST Amount

18 18 Employee Services Module Employee Personnel & Employee Personnel & Employee Personnel & Employee Personnel & Employee Personnel & Deduction Rate Labor Distributions Splits Month To Date Values Tax Information Year To Date Deductions CO. Code CO Code CO Code CO Code CO Code Div # Div # Div # Div # Div # Dept # Dept # Dept # Dept # Dept # Dept Desc Empl# Empl# Dept Desc Empl# Empl # Empl Name Empl Name Empl# Empl Name Emp Name Labor/Job Code Social.Security Emp Name Social.Security Social.Security Job Title Type Social.Security Type Ded Code % Split CODE Tax Code CODE Ded Name Pay Type Description Tax Name Description Ded Amount Freq. MTD ACCUM Calc Method YTD ACCUM Det Amount HR Rate 1 In Net Take Tax In Net Pct or Amt PerPay Salary Clock # Fed MS Clock # Status CODE PR Status Desc # Fed Dep PR Status Desc Ded Goal/Balance Status Date.of.Hire ST MS Date.of.Hire Expr1 Social.Security Freq. # ST Dep Freq. Expr2 PerEnd Date HR Rate 1 Unemp Tax ST HR Rate 1 PerEnd date Check Date PerPay Salary Income Tax ST PerPay Salary Check date Div # OT Exempt Local Tax Code OT Exempt Div Desc Dept# Loc Desc EX TAX TYPE Loc Desc Clock # Div Desc Group Desc EX TAX Group Desc Position Clock# Last Name GOAL Last Name WComp Class Position Status Expr3 WComp Class Last Name Status Desc Dept Desc First Name PR. Status Status Desc PerEnd Date PR Status Desc PR.Status Check Date Race PR Status Desc Div Desc Race Desc Race Clock# Gender Race Desc Position Gender Desc Gender Wcomp Class EEOC Gender Desc Expr1 EEO Desc EEOC Status Desc First Name EEO Desc PR.Status MI First Name PR Status Desc Last Name MI Race Address1 Last Name Race Desc Address2 Address1 Gender City Address2 Gender Desc State City EEOC Postal..Code State EEO Desc Home.TelePhone. Postal..Code Expr2 Birth Date Home.TelePhone. MI Age Birth Date Expr3 BirthMth Age Address1 Date.of.Hire BirthMth Address2 Term Date Date.of.Hire City Years with Co Term Date State Seniority Days Years with Co Postal..Code Years/Month with Co Seniority Days Home.TelePhone. Term Reason Years/Month with Co Birth Date Freq. Term Reason Age HR Rate 1 HR Rate 2 BirthMth HR Rate 2 HR Rate 3 Date.of.Hire HR Rate 3 Annual Salary Term Date Annual Salary OT Exempt Years with Co PerPay Salary Std Hours Seniority Days OT Exempt Last Raise Date Years/Month with Co Std Hours Time Since Last Raise Term Reason Last Raise Date Next Review Date Freq. Time Since Last Raise Location HR Rate 1 Next Review Date Loc Desc HR Rate 2

19 Custom Reports Module 19 Location Group. HR Rate 3 Loc Desc Group Desc Annual Salary Group. Pens Plan PerPay Salary Group Desc Shift OT Exempt Pens Plan Fed MS Std Hours Shift # Fed Dep Last Raise Date Fed MS ST MS Time Since Last Raise # Fed Dep # ST Dep Next Review Date ST MS Unemp Tax ST Location # ST Dep Income Tax ST Loc Desc Unemp Tax ST Local Tax Group. Income Tax ST Group Desc Local Tax Pens Plan Pay Type Shift Fed Type Pay Type Extra Fed Amount ST Type Extra ST Amount

20 20 Employee Services Module HR Only Employee Personnel & Employee Personnel & Employee Personnel & Employee Year To Date Hours & Wages Year To Date Taxes YTD Deduction Balances Salary History Employee Skills CO Code CO Code Employee CO Code Skill Div # Div # Empl# Emp # Menu Company ID Dept # Dept # Social.Security Employee Employee Empl# Empl# Div # Social.Security Empl Name Empl Name Dept # Status Social.Security Social.Security Div Desc Base Type Type Dept Desc Rate Sw Clock # CODE Status Dollar Increase PR Status Desc Description PR.Status Percent Increase Date.of.Hire YTD ACCUM CODE TYPE Raise Date Freq. In Net CODE Div HR Rate 1 Clock # REC TYPE Dept PerPay Salary PR Status Desc AMOUNT Notes OT Exempt Date.of.Hire GOAL Usercomment Loc Desc Freq. CO Code Position Group Desc HR Rate 1 Next Review Date Last Name PerPay Salary CODE OT Exempt Description Loc Desc YTD ACCUM Group Desc In Net Last Name

21 Custom Reports Module 21 HR Only HR Only HR Only HR Only Employee Employee Employee General Timesheet Detail Timesheet Summary Employee Training Veteran Information Payroll Data Menu Company ID Menu Company ID Menu Company ID Menu Company ID Emp# Employee Employee Employee Employee Social.Security Division ID Timesheet ID Training Class Veteran Employee Department ID Period End Date Date.Completed Vietam Veteran CO Code Period End Start Date Grade Disabled Veteran PerEnd Date Start Date End Date CEU.Credits Active Reserve Check.Date End Date Timesheet Status Div# Detail Date Description Div.Name Day of Week Total Earning 1 Clock # Earning Code ID Total Earning 2 Position Amount Total Earning 3 WComp Class Status Total Earning 4 Dept # Emp Total Earning 5 Dept Desc Supervisor Total Other Earning Status Sup Total Dollar Earning Status Desc Earning Type HR Login ID Home Labor Emp First Name Pay.Status Emp Last Name PR Status Desc Emp Race Desc Mgr First Name Race Mgr Last Name Gender Mgr Gender Desc EEOC Desc EEOC First Name MI Last Name Address1 Address2 City ST. Postal..Code Home.Telephone Date.of.Birth Age Birth Day Birth Month Birth Year Date.of.Hire Hire Month Terminate. Date Term Month Years with Co Seniority Days Years/Month with Co Term Reason Freq. HR Rate 1 HR Rate 2 HR Rate 3 Annual Salary PerPay Salary OT Exempt Std Hours Last Raise Date Next Raise Date Time Since Last Raise Next Raise Month Location # Loc Desc Group # Group Desc

22 22 Employee Services Module Pens Plan Shift Fed MS # Fed Dep ST MS # ST Dep Unemp Tax ST Income Tax ST Local Tax Pay Type Fed Type Extra Fed Amount ST Type Extra ST Amount

23 Custom Reports Module 23 Payroll Only Pay Template Online Employer Position Information User Access (by Employee) CO Code CO Code Menu Company ID Employee Company Employee CLOCK NUM User StartDate Earning Code Application EndDate CODE TYPE Date/Time StartRate Earning EndRate Tax/Ded Code PositionName AMT PositionNumber AMT TYPE LOC CODE RATE TYPE DIVISION DEPT TEMP RATE GROUP CODE Take LABOR CODE Stop ACH Description OVERRIDE DEPT JobName TEMP LABOR JobNumber EPT ID Tax/Deduction EEOCategoryID WorkersCompID PaidOT Job Description PayGradeName PayGradeNumb er Minimum Maximum MidPoint ScoreMin ScoreMax Survey

24 24 Employee Services Module

25 Index 25 Index - A - advance 8 All 8 All Reports 11 - B - Back 8 Builder 7 - C - Check Box 9 Continue 8 Create 7 Creating 6 criteria 8 Custom 3, 6 Custom Reports 3, 11 Custom Reports Library 3 - D - data 3, 7 data elements 7 Data Fields 15 data grouping 15 data groupings 3 Date 9 Date Picker 9 delete 13 determine 8 Dropdown 11 - E - elements 7 Employee Filter 9 Excel 3 Export 11 Export to Excel 11 exported 3 - F - fields 8 Filters 9 - G - Grouping 7 groupings 3 - K - key 7 - L - Library 3 Listing 6 - M - main 3 main menu 3 menu 3 minimum 8 MS Excel 11 - N - new 6 number 8 - O - Optional 3, 9 Optional Filter Date Picker 9 order 8 Overview 3 - P - Picker 9 populated 7

26 26 Employee Services Module pre-configured 3 Prerequisites 3 previous 8 printed 3 Product 3 - R - Report 6, 7 Report Builder 7 Report Builder Wizard 7 Report Description 10 Report Filters 9 Report Grouping 7 Report Grouping Data Fields 15 Reports 3 Reports Listing 6 return 8 run 11 - S - Select All 8 Select All Button 8 Setup 3 sort 8 sort criteria 8 sorted 8 - V - viewed 3 - W - Web 3 Web Reports 3