Create Payroll Report Layout Groups

• Full Payroll Menu
• Setup Groups
• Payroll Layout Groups

• Here is where you create your groups that will link to the Payroll Code. The below is an example for an Earnings report.
  • Select New
    • Code “Regular” and this will populate the name under Caption.
    • Description “Regular”
    • Type:
      • If you want all of one type of payroll codes. Ex) if you select Earnings that would bring All earnings into the report.
      • Leaving it blank
        • This will allow you to select payroll codes that you would like in the report.
        • To select a payroll code or group of payroll Codes

• This will bring up Payroll Report Layout Group Codes so you can add the payroll code or payroll codes.

• You can Add payroll codes individually or you can do Suggest Payroll Codes. This will bring in all payroll codes for that type and you can then remove any payroll codes that you don’t need.

• Once you have created all the groups you would like in your report you are now ready to build the report.

Create Report Layout

• Full Payroll Menu
• Setup Groups
• Payroll Layout Groups

• Select New
  • Code “REGULAR”
  • Description “Regular”
  • Source Ledger Entries or Open Documents (if you want to use it when you have a Payroll Batch)
    • When you run the report, you can always override this option in the selection.
  • Level- Depending on how you would like to see the data but you can override this when you run the report.
    • Employee
    • Employee Posting Group
    • Payroll Division
    • State
    • Company Code
  • Sub Total Depending on how you would like to see the data you can subtotal by the following. When you run the report you can override this option.
    • Employee Posting Group
    • Payroll Division
    • State
    • Month
    • Quarter
    • Year
    • Company Code
  • Print Details – This will print the detail for the data. This is usually used when you are running a report with a data range and would like to see details like which pay period.
  • Show Hours Worked – This will show the total of all hours for the payroll codes you have selected for the report.
  • Use Posting Date
  • Split By Dimension – If you would like the report to split by dimensions.
  • Dimension Filter- Here you can select different filter options.
  • Group by Entry Type
  • Replace State with Default State

• Option 1
  • Groups Tab – You can populate Group 1 up to Group 8 with the Codes you created in the Payroll Report Layout Groups.

• Option 2-Enable Unlimited Report Group as you can select hours or dollars and it in unlimited excel columns

Run the Report

• Full Payroll Menu
• Reports
• Payroll Report

Questions / Resources
If you have questions or comments please email suppo