The Agency Deduction Report is a crucial report used to calculate the amounts owed to an agency concerning an employee's garnishments, such as child support.
To generate the Agency Deduction Report, navigate to the 'Reports' Module and click "Company Reports". Locate the desired report and click on the green [Play] button to proceed.
This report has configurable settings; however, there is no need to make adjustments, as they align with the filters within the report.
This will open a new tab; here, you will see the filters for you to input the information desired for the system to build the report.
Filters:
- Check Date Range Begin: The first date of the period range.
- Check Date Range End: The last date of the period range.
- Occupancy Agency: Filter by the agencies created for your company.
- Show Gross Wages: Select "Yes" or "No."
- Hide SSN: Allows you to mask the employee's Social Security number.
- Filter for Branch: Filter by branches created for your company.
After applying the selected filters, click on 'Build Report.' This report will provide a detailed breakdown of each deduction made from an employee for an agency, organized by agency and then by employee. It will also display the total wages and deductions for each employee, along with a description and case number/ID, if established within the employee's scheduled EDM.
Once the report is generated, you may choose to either 'Download' it as a PDF.