Summary

The Pay Type Register Report displays the wages during a selected period of time totaled by pay code. You can generate the report in four formats: detail by department, totals by department, totals by employee, and totals only. The report format determines the level of detail and how information will be grouped on the report.

Step by Step

1     Open the Pay Type Register window (PR> Reports> Pay Type Register).

2     Configure the report.

• Select the information and the order of the information you would like to include on the report in the Report Type drop-down menu.
  • The Detail by department format will display the pay code totals on each employee record included on the report grouped by department. The report will also display a department total.
  • The Totals by department format will display the wages of all employees in the selected departments totaled by pay code. This version of the report will not display the employee detail; the pay codes will be totaled by department.
  • The Totals by employee format will display the pay code totals on each employee record included on the report. The employees that display on the report will be sorted by employee number.
    • The Totals by employee and the Detail by department formats each display the employee level detail, but the Detail by department format groups and totals the employees by department.
  • The Totals only format will display a list of pay codes, and the total hours and wages of each during the selected date range.
• Enter an employee number in the Employee Number field to display a single employee on the report. Enter an employee number or click the field search button   to select an employee from a list.
• The Department field is used to display the employees that belong to a single department on the report.
  • Enter a department number or click the field search button   to select a department from a list.
  • Departments are created and maintained using the Department Maintenance window (SS> Maintenance> Department).
  • Departments are attached to employees using the Employee Maintenance window (PR> Maintenance> Employee> General tab> Departments field).
• Enter a union unit code in the Union field to display a single union on the report. Only the employees that belong to the selected union unit will display on the report.
• The Reporting Group field is used to filter the report by a specific reporting group. Reporting groups are user-specified groups of employees created strictly for reporting purposes.
  • Reporting groups are created and maintained on the Reporting Group Maintenance window (PR> Maintenance> Reporting Group).
• The Check Date From and Check Date To fields are used to filter the payroll checks included on the report. Leave these fields blank to include all checks on the report.
  • The check date of the checks in a Computer Checks batch is set during the Checks step (PR> Computer Checks> Checks> Check Date field).
  • The check date of a manual check is defined during the Timecards step (PR> Manual Checks> Timecards> Checks tab).
• The Period End Date From and Period End Date To fields are used to filter the checks that display on the report by the period end date associated with the payroll check.
  • The period end date of the checks in a Computer Checks batch is set during the Generate step (PR> Computer Checks> Generate).
  • The period end date can also be manually entered when a timecard is created on the Timecards step in a Computer Checks batch (PR> Computer Checks> Timecards).
  • The period end date is entered when a manual check is entered on the Timecards step (PR> Manual Checks> Timecards).
• The Batch Type drop-down menu is used to filter the checks that display in the report by the type of batch used to create the payroll check. If you select Computer or Retro from the drop-down menu, the Batch Number field will be enabled so that you can select a specific Computer Checks or Retro Pay batch.
  • Select All if you would like to include checked generated in Computer Checks and Retro Pay batches in the report.
  • Select Computer if you would like to include only checks generated in a Computer Checks batch (PR> Computer Checks) in the report.
  • Select Retro if you would like to include only checks generated in a Retro Pay batch (PR> Retro Pay) in the report.
  • Click the Batch Number field label to open the Batch Selection window. You can use the Batch Status drop-down menu to filter the displayed PR batches by commit status.
• Check the Exclude uncommitted toggle if you would like to exclude uncommitted transactions from the report. Transactions in uncommitted batches will be included in the report if the Exclude uncommitted toggle is not checked.
• Check the Include Only Part-Time Employees toggle to limit the report to only part-time employees. Employees are designated as part-time on the PR Employee Maintenance window (PR> Maintenance> Employee> General Information tab> Part-time toggle).
• Check the New page for each employee toggle if the report should display a single employee on each page.
• Check the New page for each department toggle if you would like to insert a page break after each department included on the report.
• Check the Exclude Void Checks toggle to exclude voided checks from the report.
• The Pay Codes field is used to filter the transactions that display on the report by pay code.
  • Pay codes are created and maintained using the Pay Code Maintenance window (PR> Maintenance> Pay Code).

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 PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • 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 a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
• 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.