PRINT DEDUCTION/BENEFIT RPT BY LOCAL

Use this screen to generate a report that will include the deducted amounts from union employees' paychecks and any related employer contributions. This report will also include employees based on paycheck date, local codes, and deduction codes.

You will not have access to this screen unless you selected the Enable Union Functionality checkbox in the Labor Settings screen in Costpoint Labor.

Print this report after processing payroll.

Sort

Use the options in this group box to determine how you will sort the report.

Employee Name 

Select this radio button to sort this report by employee name.

Employee ID

Select this radio button to sort this report by employee ID.

Select

Union

Enter, or use Lookup to select, the union code you want included on this report. This is a required field.

Local

Use the options in this group box to determine which local codes you want to include on this report.

All Local Codes

Select this checkbox to include all locals on this report.

Code

Enter, or use Lookup to select, the local code you want to include on this report. If the All Local Codes checkbox is selected, this field will not be available. If the All Local Codes checkbox is not selected, this is a required field.

Deduction Codes

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

Range Option

Use this drop-down box to make one of the following range selections: "All," "One," "Range," "From Beginning," or "To End." If you select "All," the From and To fields are disabled. If you select "One" or "To End," the To field is disabled. If you select "From Beginning," the From field is disabled.

From

If you selected "One," "Range," or "To End" in the Range Option field, enter, or use Lookup to select, the deduction code with which to start the report.

To

If you selected "Range" or "From Beginning" in the Range Option field, enter, or use Lookup to select, the deduction code with which to end the report.

Fiscal Year

Enter, or use Lookup to select, the fiscal year you want to select for this report. This is a required field.

Paycheck Date Range

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

From

Enter, or use Lookup to select, the starting paycheck date for this report. This is a required field.

To

Enter, or use Lookup to select, the ending paycheck date for this report. This is a required field.

Report Sources

Column Heading

Screen

Table Name

Union

Union Profile

UNION_PROFILE

Union Description

Labor Group/Union

LAB_GRP

Local

Pay Period

PAY_PD

Local Description

Labor Location/ Local

LAB_LOCATION

Deduction/Contribution Code

Maintain Employee Earnings - Deduction subtask/ Contributions subtask

EMPL_EARN_DED/ EMPL_EARN_ CONTRB

Deduction/Contribution Description

Deductions

DED_CD

 

Union Profile

UNION_PROFLE_DED

Employee ID

Basic Employee Info

EMPL

Employee Name

Basic Employee Info

EMPL

Project

Maintain Employee Earnings - Contributions/Project Distribution

EMPL_E_CNTRB _ PROJ

Deduction Amount

Maintain Employee Earnings - Deductions subtask

EMPL_EARN_DED

Contribution Amount

Maintain Employee Earnings - Contributions subtask

EMPL_EARN_CNTRB

Deduction Code Totals

* No screen - Subtotal by deduction code

 

Local Totals

* No screen - Total of all deduction codes within the local(s) specified.