Summary

The Deduction Master Report displays a list of deductions and benefits created using the Deduction Maintenance window (PR> Maintenance> Deduction/Benefit). If you check the Print deduction master toggle, the report will display all of the information attached to the deduction/benefit, including the step amounts and the affected pay. The Deduction Master Report can also display the employees attached to each deduction, annual max, lifetime max, and the YTD amounts of those employees if you select a calendar year in the Employee Deductions drop-down menu.

Step by Step

1     Open the Deduction Master window (PR> Reports> Deduction Master).

2     Configure the report.

• The Employee Deductions drop-down menu is used select if you would like to view the employees attached to each deduction and the year to date amounts.
  • Select Do Not Print if you do not want to display the employees attached to each deduction on the report.
  • Select a calendar year if you would like to display the employees attached to each deduction the report. The year selected in the drop-down menu will determine which year to date amounts will display for each employee on the report. The payroll checks included in a year to date amount depends on the batch month and batch year of the Computer Checks batch used to generate the payroll checks.
  • Deductions and benefits are attached to employee records using the Employee Maintenance window (PR> Maintenance> Employee> Deductions and Benefits tabs).
  • Employees will display on the report if the deduction is attached to their employee record but the deduction has a suspended status. The status of the deduction of the employee records will display on the report.
• The Deduction Code field is used to filter the deductions that display on the report by a single deduction. Click the Deduction Code field label to select a deduction from a list.
  • Deductions are created and maintained using the Deduction/Benefit Maintenance window (PR> Maintenance> Deduction/Benefit).
• Check the Print deduction master toggle if you would like to display all of the information attached to the deduction/benefit, including the step amounts and the affected pay.
• Check the New page for each deduction toggle if you would like to insert a page break after each deduction on the report.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.