Summary

The Time Card Proof List Report displays the time cards of employees that are being processed in an open Computer Checks batch or the time cards of committed payroll checks. The report is totaled by employee and will display the pay code, date, rate code, hours, hourly rate, workers' compensation code, PM module task code, GL account, and gross amount of each time card line item. The report does not display the calculated accruals or deductions/benefits on the time card line items.

Step by Step

1Open theTime Card Proof Listwindow (PR Reports Time Card Proof List).

2Configure the report.

• TheDepartmentfield is used to filter the checks that display in the report by the selected department(s).
• ThePay Codefield is used to filter the checks that display in the report by the selected pay code(s).
  • If no department(s) or pay code(s) are selected, the report will generate for all departments and pay codes.
• TheBatch Typedrop-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 Manual from the drop-down menu, theBatch Numberfield will be enabled so that you can select a specific committed Manual or Computer Checks batch.
  • Select All if you would like to include payroll checks generated in the Computer Checks and Manual Checks processes.
  • Select Computer if you would only like to include checks generated in a Computer Checks process (PR Computer Checks).
  • Select Manual if you would like to include only checks generated in a Manual Checks batch (PR Manual Checks) in the report.
• TheBatch Numberfield is used to select the batch number if the batch you would like to include on the report. This field is only enabled when Computer or Manual is selected in the Batch Type drop-down menu.
• TheSort Bydrop-down menu is used to select order in which employees will display on the report.
  • Select Employee Number if you would like to order the employees on the report by employee number.
  • Select Last Name if you would like to order the employees on the report by their last names.
  • Select Department, Employee Number to sort the report first by department, and then by employee number. Employees will be grouped by department and display in employee number order within each department.
  • Select Department, Last Name to sort the report first by department, and then by last name. Employees will be grouped by department and display in last name alphabetical order within each department.
  • When Computer Checks are generated (PR Computer Checks Checks), the checks will print in the order defined in the Setup window (PR Utilities Setup Checks tabComputer Check Sortdrop- down).
• TheTimecard Date FromandTimecard Date Tofields are used to filter the timecard line items that display on the report. This will filter the time card line items that display on the report by the time card date entered on each line item.
  • The timecard date of each time card line item is set up using the Timecard Line Item window (PR Computer Checks Timecards Select a timecard Open a timecard line item).
  • The date attached to each time card line item will display in the Date column on the report.
• Check theSubtotal by daytoggle to total the time card line items of each employee by the time card line item date. For example, if an employee has two time card line items with the same time card line item date, each of those line items will display on the report grouped together and then totaled on a separate line.
• Check theInclude Uncommittedtoggle to include uncommitted payroll on the report. This toggle will only be enabled if you enter a date in theTime Card Date FromorTime Card Date Tofields.
• TheInclude Premiumstoggle is used to display the premium pay on each time card on separate detail line items. This will display each premium amount as a separate line item on the report. If there are aggregate premiums on the time cards, the aggregate premiums will display as pay items and will not display as separate detail line items on the report.
  • If you do not check this toggle, premium pay will display in the Premium column on each time card line item.
  • A premium is set up as an aggregate premium if there is a Yes in theAggregatedrop-down menu on the Premium Maintenance window (PR Maintenance Premiums).
• Check theBreak by departmenttoggle to include a page break between each department included in the report.
  • This toggle will only be enabled if one of the Department options is selected in the Sort By drop-down menu above.
• When a time card is generated, most of the information on the time card line item will populate with information from the employee record. For example, the hourly rate attached to the employee record (PR Maintenance Employee Financial tab Select the most recent revisionHourly Ratefield) will be used as the hourly rate on the time card line item. The information attached to the employee record that populates on the time card line item can be modified or overwritten based on the pay code attached to the line item, if a rate code has been attached to the line item or if the time card line item was manually modified when the time card line item was created.
  • For example, the Hourly Rate column on the Time Card Proof List displays the hourly rate that was used on the time card line item. The hourly rate that displays on the time card line item will not match the hourly rate attached to the employee record if there is a rate multiplier attached to the pay code (PR Maintenance Pay CodeRate Multiplierfield) or there is a rate code attached with an hourly rate (PR Maintenance Rate Code Revisions section Hourly Rate column).

3Print the report.

• Once the required report settings have been specified, click the Print buttonto 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 clickSUBMIT.
• 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. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last three times the report was generated.