Summary

The General Wage Withholding Report displays the gross wages for several different subject wages over a date range and it can be filtered by reporting group, union, or department or can display a single employee. Terminated employees and uncommitted transactions will display on the report unless you check the Exclude uncommitted history or Exclude terminated employees toggles.

Step by Step

1     Open the General Wage window (PR> Reports> General Wage).

2     Configure the report.

• The Employee Number field is used to include a single employee on the report. Enter an employee number or click the field search button to select one from a list.
• The Department field is used to include only employees of a single department on the report. Enter a department number or click the field search button to select one 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> Department field).
• Enter a union unit in the Union field to display a single union unit on the report. Only the employees that belong to the selected union will display on the report.
  • Enter a union unit or click the field search button to select one from a list.
  • Union units are created and maintained using the Union Unit Maintenance window (HR> Maintenance> Union Unit).
  • You can view the union unit attached to an employee record using the Employee Maintenance window (PR> Maintenance> General Information tab> Union field).
• The Reporting Group field is used to include the employees that are attached to a reporting group. Reporting groups are user-defined groupings of employee records that are created and maintained in the Reporting Groups Maintenance window (PR> Maintenance> Reporting Group). Enter a reporting group in the Reporting Group field to include only the employees attached to a reporting group on the report.
  • Employees are attached to a reporting group using the Reporting Groups Maintenance window (PR> Maintenance> Reporting Groups).
• Select the wage you would like to display on the report in the Subject Wages drop-down menu.
  • The wage selected in this field will determine the deductions and benefits that display in the Deduction/Benefit Code drop-down menu.
• The Deduction/Benefit Code drop-down menu is used to filter the deductions and benefits that are included on the report.
  • The deductions/benefits that display in the drop-down menu depends on the wage selected in the Subject Wages drop-down menu.
• The Maximum Wages field is used to cap the subject wages that display on the report. If the subject wages are greater than the value entered in the Maximum Wages field, the wages will be capped at the maximum amount.
• The Date to Use drop-down menu is used to select the type of date used to filter the paychecks that will be included on the report. The selection in this field will determine the functionality of the Start Date and End Date fields.
  • Select Check if you would like to use the check date to filter the wages that display on the report.
  • Select Period End if you would like to filter the checks that display on the report by the period end date of the Computer Checks batch used to generate the paychecks.
    • The period end date of a paycheck is set up during the Generate step (PR> Computer Checks> Generate).
• Enter a date in the Start Date and End Date fields to filter the checks that display on the report.
  • The Date to Use drop-down menu determines the functionality of the Start Date and End Date fields.
• Check the Exclude employees with zero contributions toggle if you would like to exclude employees that did not make any contributions to the selected deduction/benefit during the specified date range.
• Check the Exclude employees without this deduction/benefit toggle to exclude employees from the report that do not have the deduction/benefit selected in the Deduction/Benefit field.
  • You can view the deductions attached to an employee on the Employee Maintenance window (PR> Maintenance> Employee Maintenance> Deductions tab).
• Check the Exclude uncommitted history toggle if you would like to exclude uncommitted transactions from the report. Payroll checks in an open Computer Checks batch will not be included in the report.
• Check the Exclude terminated employees toggle if you would like to exclude employees with a terminated status.

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.