The Employee Payroll History Report is a useful tool for reviewing an employee's payroll history, including the types of hours worked, wages by hour type, pay types, and tax deductions.
To generate the Employee Payroll History Report, navigate to the 'Reports' Module and click "Company Reports" & locate the report. Since this report has settings, please ensure these are established first before processing the report.
Click on the grey [Cogwheel] button to enter edit mode. You will need to identify the types of earnings and deductions. To add a new option, click the blue [+] button, select the relevant fields, and choose the appropriate option. Once you have completed the entries, click [Save] to preserve the report settings.
Report Settings:
- Regular Earnings/Deductions: Add or delete earnings or deductions that would be considered as regular
- Other Earnings: Add non-regular earnings
- Other Deductions: Add non-regular deductions
Once settings have been set, click on the green [Play] button on the selected report to proceed. 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 From (Start Date): Specify the start date for the report.
- Check Date To (End Date): Specify the end date for the report.
- Check Type: Select from options including 'Both', 'Direct Deposit', or 'Regular Checks.'
- Employee: Leave this field blank to include all employees.
- Sort Employees By: Choose the sorting method (Last Name, Employee ID, or SSN).
- Filter by Branch: Select the branch to filter by.
After applying your filters, click on 'Build Report.' The generated report will provide a comprehensive summary of the employee's payroll history, including the total hours worked by type, wages by type, pay categories, and taxation totals.
Once the report is generated, you may choose to 'Download' it as a PDF.