Additional Payroll Reports

In this article

There are endless amounts of additional reports which can be added to your company's list. Below is a sample of a few additional reports that do not come loaded by default which you may wish to use. If this list is not enough, there are even more additional report examples here.


Current vs. Prior Payroll Comparison (B426)

This report was designed to help identify any increases/decreases in wages as they occur between two pay cycles along with provide a comparison in any benefit deductions and/or changes in federal withholding.

It provides by employee a summary of their Current Wage, Previous Wage, and the % change. It also provides the Current Deductions, Previous Deductions, Current Federal Tax, Previous Federal Tax, Current Net Pay, Previous Net and the Ck Type by employee.

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Earnings & Deductions Report (S181)

This report helps you isolate the amounts earned or deducted by employee for a specific payroll or date range of payrolls. For this report to function the report parameters must be customized to indicate the earnings or deductions you prefer to display. It lists the items grouped by deduction code; if you prefer columnar data by employee with multiple codes; we would suggest an Ad-Hoc Report. This report can also produce results in Excel or ASCII formats.

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Salary Rate History Report (B420)

This report was designed to review prior rate history changes across all employees at a glance vs. going into each employee's file. It can be run for just hourly or just salary employees as well.

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Target E/D's Report

Targets are set up on employee scheduled E/D's details 2 tabs; if you plan on having the additional earning or deduction stop after a certain goal has been reached. This report works in conjunction with targets and help you track how much remains after each run. This target detail can also be displayed on the employee's stub for them to see.

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401K/IRA Report

This report can give you a quick snap shot of the 401K, IRA or other retirement related figures that occurred for a specific payroll. It can also be adjusted to run across date ranges or produce results in ASCII or Excel.  This typically is relied upon to help facilitate the reporting of data to the provider.  

if you have numerous participants, we also can create a report to extract the data electronically in ASCII or other formats fit to your provider's specs.  First step would be to grab a file format template or spec sheet from your retirement plan provider. Taking it a step further; once granted proper authorization  ASAP can transmit your 401K retirement data on your behalf.

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401K Yearly Census Report

This report should be run for all payrolls across a full calendar year and used as a starting point when producing an annual 401K census report.  It will extract the following data into an ASCII format: Last Name, First Name, Gender, Status, Birth Date, OrigHireDate, RehireDate, TermDate, Gross Comp, Hrs, EE401k, ER401k, Roth, Loan401k, Highly Compensated.

For accuracy; please verify the hours column populated for all salaried employees. If standard hours are not being input for your exempt salaried employees, then they likely are not displaying in the totals for this report and will need adjusting.  Be sure to review all data fields before submitting to your provider including the birth date, gender and sometimes even the termination date.

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Employee Census Template (B464)

If you are trying to extract a lot of employee data for a benefit census of some sort; this is a good starting point. It will pull a lot of your core demographic data out for you.

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Workers Compensation (S217)

This report when configured; sorry my demo company isn't tracking WC yet, will display your WC rate and comp costs by employee. It can also be useful during a WC audit as you may use this report across date ranges and export as ASCII or Excel. To function properly the WC rates need to be input on the Company>>General>>Worker's Comp tab and assigned to each employee prior to payroll processing. It is often recommended that the WC codes be linked to each department area by default so as to auto-assign properly as you hire new employees. To link to your Departments; go to Company >> Div/Branch/Dept/Team and assign to each lowest level's "defaults" tab. Gross WC Earnings should also be assigned using an E/D Group and linked at the Company WC tab to exclude an NT items.

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