PRINT DEDUCTION SUMMARY RPT

Use this screen to print information relating to employee deductions and employer contributions for each employee.

Print this report any time deduction information is required. You should always print and review it at the end of each calendar year as part of closing the Payroll Year.

Retention

This report is not part of the system audit trail but should be retained as supporting detail for employee deductions and employer contributions transactions.

Primary Sort

Use these radio buttons to control the Primary Sort of the report.

Home Organization 

Select this radio button to sort the report by the home organization that is assigned to the employee in the Salary Info and History screen. If your Primary Sort is by Home Organization, you must then select either Employee Name or Employee ID for your Secondary Sort. The report prints all levels of the organization.

Employee Name

To sort the report by employee name, select this radio button.

Employee ID 

To sort the report by employee ID, select this radio button.

Secondary Sort

You can change the selection in this group box only if you elect to print this report by Home Organization as your Primary Sort. If you select Employee ID or Employee Name for your Primary Sort, the default option of None for this group box cannot be changed.

Employee Name 

Select this radio button to print the report by employee name for employees within an organization. If you select Employee Name or Employee ID for your Primary Sort, this radio button is disabled.

Employee ID 

Select this radio button to print the report by employee ID for employees within an organization. If you select Employee ID or Employee Name for your Primary Sort, this radio button is disabled.

None 

This radio button is disabled if your Primary Sort is by Home Organization. In that case, you must select either Employee Name or Employee ID for your Secondary Sort. If you select Employee Name or Employee ID for your Primary Sort, this radio button is the only available choice.

Include

Use the options in this group box to print deduction information for part time and temporary employees.

Part-Time Employees

Select this checkbox to include part time employees in this report. If this checkbox is left blank, the report excludes part time employees.

Temporary Employees

Select this checkbox to include temporary employees in this report. If this checkbox is left blank, the report excludes temporary employees.

Show

Gross and Eligible Wages

Select this checkbox to include gross and eligible wages information in this report. If this checkbox is not selected, the report excludes gross and eligible wages information.

Select

Use this group box to make further selections based on the employee's status, the fiscal year, the range of check dates, and the range of deduction codes.

Employee Status

Select one or more checkboxes in this group box to indicate which employee statuses should be included on the report.

Active

Select this checkbox to include employees who have an "Active" Status in the Basic Employee Info screen in Costpoint Employee.

Inactive

Select this checkbox to include employees who have an "Inactive" Status in the Basic Employee Info screen in Costpoint Employee.

Inactive Accruing Leave

Select this checkbox to include employees who have an "Inactive Accruing Leave" Status in the Basic Employee Info screen in Costpoint Employee.

Family Medical Leave Act

Select this checkbox to include employees who have a "Family Medical Leave" Status in the Basic Employee Info screen in Costpoint Employee.

Fiscal Year

Enter the fiscal year to include on this report.

Paycheck Date Range

Use the fields in this group box to enter a range of paycheck dates to include on this report.

From

Enter the starting check date for the range of paychecks to include in this report. The system format for the date is "MM/DD/YYYY."

To

Enter the ending check date for the range of paychecks to include in this report. The system format for the date is "MM/DD/YYYY."

Deduction Codes

Use the fields in this group box to select the range of deduction codes to include on this report.

Range Option

This drop-down box provides the following deduction code range selections:  "All," "One," "Range," "From Beginning," and "To End."  If you select "All," the From and To fields are disabled; if you select "One," the To field is disabled; if you select "From Beginning," the From field is disabled; and if you select "To End," the To field is disabled.

From

If your range selection is "One," "Range," or "To End," enter, or use Lookup to select, the deduction code with which you want to start.

To

If your range selection is "Range" or "From Beginning," enter, or use Lookup to select, the deduction code with which you want to end.

Report Sources

When the Gross and Eligible Wages checkbox is not selected:

Note: Date Range Amounts are based on the Paycheck Date Range entered on the screen.

Note: YTD totals are the sum of the applicable amounts in the Employee Earnings Deductions and Contributions screens.

Note: FYTD Amounts are based on the Fiscal Year and the Paycheck Date Range End Date entered on the screen.

Note: Date Range Amounts are based on the Paycheck Date Range entered on the screen.

Note: YTD totals are the sum of the applicable amounts in the Employee Earnings Deductions and Contributions screens.

Note: FYTD Amounts are based on the Fiscal Year and the Paycheck Date Range End Date entered on the screen.

When the Gross and Eligible Wages checkbox is selected, in addition to all the columns listed above, the following columns are printed:

Note: Date Range Amounts are based on the Paycheck Date Range entered on the screen.

Note: YTD wage totals are the sum of the applicable amounts in the Employee Earnings screen.         

Note: FYTD Amounts are based on the Fiscal Year and the Paycheck Date Range End Date entered on the screen.

Note: Date Range Amounts are based on the Paycheck Date Range entered on the screen

Note: YTD wage totals are the sum of the applicable amounts in the Employee Earnings Pay Types screen.

Note: FYTD Amounts are based on the Fiscal Year and the Paycheck Date Range End Date entered on the screen.