Summary

The Retirement Report will display the gross Retirement 1 wages, the employer contribution to benefits that are calculated based on the Retirement 1 gross and employee deductions that are calculated based on the Retirement 1 gross. The report will also include deductions and benefits that are set up to increase or decrease the Retirement 1 gross amount. The title of the Retirement 1 gross is user defined, so it may not be called Retirement 1 in your application. The gross amounts titles are customized using the Miscellaneous Field Labels window.

You can set up a pay code to increase gross Retirement 1 wages by checking the Retirement 1 toggle on the Pay Code Maintenance window (PR> Maintenance> Pay Code> Gross to increase section). The Retirement 1 toggle has a user-defined label, so the Retirement 1 toggle will probably have a different name.

Deductions and benefits are set up to calculate based on the retirement 1 gross using the Deduction Benefit Maintenance window (PR> Maintenance> Deduction/Benefit> Calculation tab> Select Percent of Gross in the Calculation Method drop-down> Select Retirement 1 in the Wage Type drop-down menu).

Deductions and benefits are set up to increase or decrease the Retirement 1 gross using the Deduction Benefit Maintenance window (PR> Maintenance> Deduction/Benefit> General tab> Gross to Increase or Gross to Decrease section> Retirement 1 toggle).

Step by Step

1     Open the Retirement window (PR> Reports> Retirement).

2     Configure the report.

• The Retirement Codes field is used to select the deductions and benefits you would like to include on the report.
  • All benefit and deduction codes will display in the Codes field.
  • If you select a benefit, the benefits paid to the employee will display in the City Contribution column if the benefit is set up to affect retirement 1 wages, or is calculated based on the Retirement 1 gross wages.
  • If you select a deduction, the deduction will display in the Member Contribution column if the deduction is set up to affect retirement 1 wages, or is calculated based on the Retirement 1 gross wages.
• The Date to Use drop-down menu determines the function of the Date From and Date To fields. Select the type of date you would like to use to filter the report.
  • Select Batch if you would like to filter the report by the batch month and batch year of the batch used to create the check.
  • Select Check if you would like to filter the report by check date. The Date From and Date To fields will be used to filter the payroll checks included in the report by check date. The check date of a payroll check created using the Computer Checks batch is set during the Calculate Payroll step of the Computer Checks process (PR> Computer Checks> Calculate Payroll> Check Date field).
  • Select Period End to filter the payroll checks included in the report by the period end date of the Computer Checks batch used to create the report. The period end date of a payroll Computer Checks batch is set up during the Generate step (PR> Computer Checks> Generate> Period End Date field).
• The function of the Date From and Date To fields depends on the selection in the Date to Use drop-down menu.
• The Report Header 1, 2, and 3 fields will print at the top of the report and allow you to describe the information on the report.
• Select the order that information will display on the report in the Sort By drop-down menu.
  • Select Employee if you would like to sort the employees on the report by employee number.
  • Select Name if you would like to sort the employees included on the report by last name.
  • Select SSN if you would like to sort the employees that display on the report by social security number.
• Check the Exclude employees with no contribution toggle to exclude employees from the report that do not have employer or employee contributions to the selected deductions and benefits.
• The report will display the social security number, last name, first name, retirement wages, organization contribution and member contribution. The report will also display report totals for the retirement wages, city contribution and member contribution fields.
• The Retirement Wages column will display the total paychecks included in the report that have been set up to affect retirement.
  • Only committed checks that have not been voided will be included in the report total.
• The City Contribution column will display the employer paid portion. This is a benefit that is calculated based on the Retirement 1 gross amount or a benefit that is set up to increase the Retirement 1 gross amount.
• The Member Contribution column will display the employee portion. This is the amount that has been deducted from the paychecks included in the report using a deduction that is calculated based on the Retirement 1 gross amount or a deduction that is set up to decrease the Retirement 1 gross amount.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).