Summary

The Employee Master Report is used to print accrual, deduction, distribution and/or employee record information attached to a selected list of employees. Uncommitted Computer Checks (PR> Computer Checks) will not be included in the report.

Unlike other reports where you enter some filter options and then generate the report for the employees matching the filter criteria, the Employee Master window allows you to select each employee you would like to include on the report. This allows you to select the employees you would like include on the report by employee status (Pending, Active, Terminated), union or department. Move a column heading to the header of the grid to group the employees by the column heading. For example, move the Department column label to the grid header and the employees in the window will be grouped by the department attached to their employee record. Locate the department you would like to include on the report and hold down SHIFT to highlight all of the employees in a department. Press SPACE to check the Selected toggle of the highlighted employees to include them on the report.

You can combine multiple grouping options by adding more than one column label to the header section. For example, move the Status column label and then the Union column label if you would like to include only Active status employees that belong to a specific union.

Step by Step

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

2     Configure the report.

• Select the employee information you would like to include on the report.
  • Check the Employee accruals toggle if you would like to display the accruals attached to the employee record. This will add the following columns to the report: accrual type, accrual code, ending balance and max hours.
    • When the Employee accruals toggle is checked the Accrual Date field is enabled. The Accrual Date field is used to filter the accruals included on the report by the check date of the payroll checks that create the accruals.
    • The Accrual Register Report (PR> Reports> Accrual Register), YTD Accrual Register Report (PR> Reports> YTD Accrual Register) and Compensated Absences Report (PR> Reports> Compensated Absences) all display accrual information.
  • Check the Employee master toggle to display information attached to the employee record on the report. This will add the following fields to the report: employee number, SSN, sex, employee name, title, department, employee status, address, phone numbers, birth date, anniversary date, hire date, termination date, salary level, PM module task code, workers' compensation code, tax status (status, dependents, extra, and other allowances), Hours Per Year, Pay Periods Per Year, Salary Per Pay Period, Hourly Rate, Default Pay Code, Year to Date Net Amount, and Year to Date Gross Amount.
    • When the Employee master toggle is checked the YTD Year field is enabled. The YTD Year field is used to select the year to date amounts you would like to display on the report.
  • Check the Employee deductions toggle to display the basic employee information and the deductions/benefits attached to the employee record. This will add the following columns to the report: deduction code, deduction description, percentage, amount, max amount, year to date amount, deduction status, and if the line item is company paid.
    • Deductions on the employee record with a suspended status will be included on the report.
    • When the Employee deductions toggle is checked the YTD Year field is enabled. The YTD Year field is used to select the year to date amounts you would like to display on the report.
  • Check the Employee distribution toggle to display the distribution on the employee record. This will add the following columns to the report: general ledger account number, Project Management module task code, GL account description, and distribution percentage of each line item.
• Check the Group by department toggle if you would like to sort the employees that display on the report by the department attached to their employee record. If you do not check this toggle, the employees will display by employee number.
• Check the New page for each employee toggle if you would like to insert a page break after each employee record on the report.
• The SSN Option field is used to select how the social security number of the employees on the report will display.
  • Select Do Not Print if you would like to remove the social security numbers from the report.
  • Select Print Last 4 Digits if you would like to display only the last four digits of the social security number on the report.
  • Select Print Full SSN if you would like to display the entire social security number on the report.
• The lower section of the window is used to select the employees you would like to include on the report.
  • Change how the employees are grouped in the window to select employee records by status, union or department. Changing the grouping of the employees in the window will help you select which employees display in the report, but it will not affect how the report is grouped (check the Group by department toggle if you would like to group the report by department).
  • Move a column heading to the header section of the grid to group the employees by the column heading. For example, move the Department column label to the grid header and the employees in the window will be grouped by the department attached to their employee record. You can combine multiple grouping options by adding more than one column label to the header section. For example, move the Status column label and then the Union column label if you would like to include only Active status employees that belong to a specific union.
  • Select the employees you would like to include in the report by checking the toggle on the line item.
    • You can select a range of employees by selecting the first employee, holding down SHIFT, and selecting the last employee.

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.