Costpoint Online Help

Contents of the Print Federal Certified Payroll Report Screen

Use the fields and options to configure the Print Certified Payroll Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this group box to select the pay cycle and range of projects for the certified payroll report.

Field Description
Pay Cycle

Enter, or click to select, the pay cycle that you want to use for the Certified Payroll Report (only one pay cycle can be created at a time). This field displays the value from the Default Pay Cycle field on the Configure Payroll Settings screen, if available. This is a required field.

Pay Cycle Date

Use the following fields to select the range of dates for the pay cycle:

  • Starting Pay Cycle Date: Enter, or click to select, the start of the pay cycle. If you selected.
  • Ending Pay Cycle Date: Enter, or click to select, the end of the pay cycle.

If you enter or select a valid date in either field, the screen auto-completes the date range.

Project

Use the following fields to select the range of projects for this report:

  • Project Option: Use this drop-down list to select the range of projects you want to include in this report. Options are All, One, Range, From Beginning, and To End .
  • Starting Project: Enter, or click Lookup to select, the project with which you want to start. If you selected All or From Beginning in the Project Option field, this field is inactive.
  • Ending Project: Enter, or click to select, the project with which you want to end. If you selected All, One, or To End in the Option field, this field is inactive.
All Employees Select this check box to include all employees in the report. If you want the report to include only certain employees, clear the check box to list specific employees in the Employees subtask.

Sort By

Use this group box to select the sort options for printing the report.

Field Description
1st Sort

Use this drop-down list to select the sort options you want to include in this report. Options are:

  • Employee Name: Select this option to sort by the employee name that was set up on the Manage Employee Information screen.
  • Employee ID: Select this option to sort by employee ID.

Options

Use this group box to select the options for the reporting source and suppress employee information in the report.

Field Description
Include Employee Payroll Records

Select this check box to include payroll records that were not posted to the General Ledger.

Include Employee Earnings Records

Select this check box to include payroll records that were not posted to the General Ledger.

Suppress Employee SSN and Address

Select this check box to exclude the employee Social Security Number (SSN) and address from the report.

Subtask

Subtask Description
Employees Click this link to list employees to include in the report.