Employee Information Report

The Employee Information report allows you to print detailed information for your employees.

Filters

Complete the following filters as needed.

  1. Employee
  2. Home Department
  3. Ethnic Group
  4. Employment Status
  5. Work Status
  6. Compensation
  7. Deduction
  8. Tax Table
  9. # Pay/Year
  10. Employee Note: References the Note field in Employee Information.
  11. Classification
  12. Hire Date
  13. Termination Date
  14. Next Review Date
  15. Rehire Date
  16. Minister Date

Note: For all date filters, select a date option. Additional date filters may appear depending on the option selected.

  1. Specific Selection: Causes the report to select employees that meet ALL specified criteria. When this option is blank, employees meeting any specified criteria are selected.

 

Options

Complete the following options as needed.

  1. Change Appearance?: Check the box to change the font type and size. A drop-down option is also available to control white space between columns by percentage.
  2. Report Name
  3. Report Options: Select the information to include:
    • Print Address: Select which address type to display from the drop-down list.
    • Print Phone: Select which phone type to display from the drop-down list.
    • Print Time Clock ID #
    • Print Setup Information: Displays the user and time for the creation and last update of the employee record within Payroll.
    • Print ACH Information: Displays the ACH Direct Deposit information from the employee record, including the Account Type, Bank Routing #, and Bank Account #.
    • Print Time Off Information: Displays the following for each Time Off Hours category: Available, Used, Remaining, Per Pay, Per Hour, and Maximum.
    • Print Compensation Information: Displays the following for each compensation distribution on the employee record: Frequency, # Pay/Year, Classification, Rate, Annual, Project, and Work Comp.
    • Print Deduction Information: Displays the following for each deduction distribution on the employee record: Frequency, Type, Cycle, Amount, Limit, Matching %, and Matching $.
    • Print State County Local Taxes Information: Displays the following for each tax distribution on the employee record: Status, Exemptions, Extra $, Extra %, and Additional Deductions.
  4. Print Social Security #: Select Yes, No, or Mask (****-**-1234).
  5. Export to Excel?

 

Report

  1. Click Run Report to generate a preview of the report. Refer to the Report Preview help page for more information. 
  2. Click the Clear Preferences link to reset all report preferences to their default values if needed.
  3. Review the report output. In addition to any selected options, basic employee information displays:
  4. Click Close Report to return to the dashboard.

 

Updated

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