Employee Payroll Data
Use this option to generate a report showing comprehensive payroll and personnel information on the employees selected. Besides salary, tax, leave, and cost accounting data, the Employee Payroll Information report includes staff members' career histories, job skills, certifications, extracurricular activities, position assignments, and educational backgrounds.
You can send the report to a file or display it on screen, but you cannot export the data to Excel.
Menu Path: Human Resources > Reports > Payroll > Employee Payroll Data
Report Format
The report includes two pages per employee. The first page lists the employee's personnel data, while the second includes sections on the following aspects of payroll:
Salary | Applies to the employee's primary pay rate, as indicated by the pay code listed. The salary data includes the pay group, timecard flag, pay method, summer pay flag, pay frequency code, regular pay hours, and number of pays annually. |
Tax | Indicates the exemptions that apply, current and prior states for paying taxes, number of dependents, additional deductions, and the employee's tax status. |
Leave | Lists all leave codes assigned to the employee, showing the leave taken and earned for the year-to-date, as well as the employee's leave balance. |
Deductions | Lists all deduction codes assigned to the employee's primary pay rate, including their status, start/stop dates, rates, and maximum amounts allowed. |
Accounting | Lists the budget units and project accounts used to record payroll expenditures in the Fund Accounting System. |
Note
The page's Social Security field is only available for users with the proper security resources. In addition, the display of employees' Social Security numbers in the report is determined by the user's security and the SSN Masking Method selected in the Human Resources Profile.
Generating the Employee Payroll Data report
Select Human Resources > Reports > Payroll > Employee Payroll Data.
In the Report Sort Method section, select either Name or Department, and then click OK.
If you run the option twice to generate reports in both formats, be sure to change the default file name for at least one of the reports to avoid overwriting the other.In the Report Criteria section, enter criteria identifying the records to include, and then click OK. To run an advanced search, use the Advanced button.
In the Print window, specify how to generate the report, and then click OK. The report's default file name is person.rpt.