PR - Paycode Totals Report
Paycode Totals Report Overview
This program is used to generate a report with month-to-date and year-to-date payment information by employee, by paycode.
This report/export has extensive options that can be selected at run-time. These selections can be saved as your own report 'Configuration' profiles. A report 'Configuration' that you create can't be accessed by another user and vice versa. This is because each 'Configuration' is dependent on the individual user's security permissions that determine the fields that can be included.
To use a previously saved report configuration, select it from the 'Use a Previously Saved Configuration' picklist and click 'Next'.
The 'Use a previously saved configuration' picklist will only be available if a saved configuration exists.
To create a new configuration, click the 'Next' button without selecting an option from the 'Use a Previously Saved Configuration' picklist.
Enter your runtime options for the program.
To save the runtime options that you have entered as a re-usable report configuration, enter a meaningful description into the 'Save this Configuration as' field on the 'Process' or 'Print' tab.
You can delete a report configuration by selecting it from the picklist, clicking the 'Next' button, and then clicking the 'Delete' option.
You can modify an existing configuration by selecting it, making the necessary changes to the run-time options, then clicking 'GO' on the 'Process' or 'Print' tab. You need to ensure the 'Save this Configuration as' field is populated with the report configuration name. This field is populated automatically when an existing configuration is selected.
General/Payroll Details/Paycode Searching Tabs
The report can be run using various selection options (filters) that are available on the 'General', 'Payroll Details' and 'Paycode Searching' tabs.
Enter your 'Search Criteria' into theses tabs to filter the data produced in the report.
The date picker 'Calendar' icon displayed in various date fields allows the entry of a date range, e.g. All employees with a start date between 01/07/10 and 30/07/11.
Many fields on the 'General', 'Payroll Details' and 'Paycode Searching' tabs (with an orange drop-down list indicator) allow multiple selections. Holding down the 'Shift' key while clicking on your options permits a range selection, holding down the 'Ctrl' key enables selection of discrete (individual) criterion.
Print Tab
This 'Print' tab allows you to choose the technology that will be used to display the report. The 'Formatting Options' are Adobe® PDF Reader, Microsoft Excel® or Microsoft Word®.
Sorting options are also available on the left side of the screen.
The right side of the screen enables selection of a range of formatting options specific to your choice of the technology used. These options include 'Show Table Borders' and 'Alternate Row Colours'.
The 'Alternate Row Colours' option significantly improves the readability of the report.
Both of these options are available in Adobe® Reader (Portable Document Format) and Microsoft Word®. Microsoft Excel® include none of these options.
Important!
You will only be able to run the report for payrolls to which you have been granted access. The 'Payroll Number' drop-down list on the 'Payroll Details' tab should only display the payrolls to which you have been granted access.
| Fields that require further explanation | |
|---|---|
Include MTD Totals Include YTD Totals Include STD Totals | Use the radio button to indicate the columns to include on your report: Month-to-date, year-to-date or system-to-date (since you have been running the payroll). |
Include Sub-totals | Will sub-total the number of 'Hrs/Qty' for each employee if checked. |
Include Employee Details | Will include columns 'Payroll Number', 'Status', 'Award', 'Start Date', and 'Pay Point' if checked. |
Run Exception Checking | If you run the report with this option checked and it prints data for employees in 'Current YTD Hours/Qty' and 'Correct YTD Hours/Qty' then you need to contact the TASS support line. |
Click the 'GO' button to generate your report.