Using the Earnings/Deductions Summary Report
Information on the report
If you chose the calendar year totals style, the report shows month-to-date, quarter-to-date, and year-to-date totals for each employee, as of the month and year for which you print the report.
If you chose the date range style, the report shows data for the selected date range.
If you chose the current balances style, the report shows current balances for accruals and advances.
- Earnings/Deductions and their descriptions.
- Employee and employer calculation methods for each earning/deduction.
- Employee number and full name of each employee to whom the earning/deduction was applied.
- Dollar amounts calculated for the employee for the earning/deduction and dollar amounts calculated for the employer, when applicable.
You can print the report for a range of earning/deduction codes, a selection list or a range of employee numbers.
If you sort by class, the report shows data associated at posting with the selected class code or range of class codes for the selected employees.
To print the report
- From Payroll Transaction Reports, select Earnings/Deductions Summary.
- At the Category field, select the Earning/Deduction category (accrual, earning, advance, benefit, deduction, or expense reimbursement).
- At the Category Type field, choose the type of earnings/deductions to include in the report.
- Select the Report Type:
- For accruals and advances, select the Report Type either Current (life-to-date) Balances, Calendar Year Totals, or Date Range. If you chose to print calendar year totals, then select a month and year. If you choose to print by a date range, you then enter a range of dates.
- For earnings, deductions, benefits, and expense reimbursement, select the Report Type — either Calendar Year Totals or Date Range. If you chose to print calendar year totals, then select a month and year. If you choose to print by a date range, you then enter a range of dates.
- Indicate whether you want the report sorted by class, employee number, or employee name, within the earning/deduction code.
- Enter the range of earnings/deductions on which to base the report at the From and To Earning/Deduction fields.
- If you want to include the employees in a selection list, choose that selection list.
- Enter the range of employees on which to base the report at the From and To Employee Number fields.
- If you sort the report by class, choose Class 1, 2, 3, or 4, and a range of class codes.
- Click Print.
- When finished, click Close.