Costpoint Online Help

Contents of the Print Payroll Edit Report Screen

Use the fields and options to configure the Print Payroll Edit 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

Pay Cycle

Use this group box to specify the pay cycle for which this report is to be printed.

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the code for the pay cycle for which you want to update deductions.

Sort By

Field Description
1st Sort

Use this drop-down list to select the report's primary sort. Options are:

  • Home Organization: Select this option to sort the report by the home organization that is assigned to the employee on the Manage Employee Salary Information table. If your primary sort is by home organization, you must then select either Employee Name or Employee ID for your 2nd Sort. The report prints all levels of the organization.
  • Employee Name: Select this option to sort the report by employee name.
  • Employee ID: Select this option to sort the report by employee ID.
2nd Sort

Use the options in this group box to select a secondary sort option. If you are printing by Employee ID or Employee Name as your 1st Sort option, the selection in this drop-down list defaults to None and cannot be changed. Options are:

  • Employee Name: Select this option to print the report by employee name for employees within an organization. If you selected Employee Name or Employee ID for your 1st Sort, this option is disabled.
  • Employee ID: Select this option to print the report by employee ID for employees within an organization. If you selected Employee ID or Employee Name for your 1st Sort, this option is disabled.
  • None: This option is disabled if your 1st Sort is by Home Organization. In that case, you must select either Employee Name or Employee ID for your secondary sort. If you selected Employee Name or Employee ID for your 1st Sort, this option is the only option available.

Report Format

Field Description
Report Type

From the drop-down list, select the report format to be printed. The following report formats are offered with the corresponding level of report detail:

  • Summary: Select this option to summarize detail information for each paycheck for the applicable employees. All paychecks that fall into the specified date range are printed on this report with a line displaying the paycheck's summarized hours, earnings, labor, deduction, contribution, and workers' compensation information. An Employee Totals page, a Report Totals page, and an Organization Totals page are also printed. This report gives you a summary detail of each paycheck while keeping the report to a minimum by summarizing information rather than listing details.
  • Detail: Select this option to print detail information for each paycheck for the applicable employees. All paychecks that fall into the specified date range are printed. This report differs from the Check Summary option report because it lists each pay type, deduction, contribution, and workers' compensation code with its corresponding amount. As with the Check Summary option report, an Employee Totals page, a Report Totals page, and an Organization Totals page are also printed. This report is detailed and can be quite lengthy.

Include

Select details to include in the report.

Field Description
Individual Checks

Select this checkbox to include information for each individual check in the report.

Employee Totals

Select this checkbox to include totals for employees in the report.

Home Organization Totals

Select this checkbox to include totals for the home organization in the report.

Company Totals

Select this checkbox to include totals for the company in the report.

Page Break

Field Description
Print each check on a separate page Select this checkbox to print each check on its own page.