Employee Information

The Employee Information option allows you to choose from thirteen different reports of employee information to print.

To access the Employee Information window, go to Payroll > Reports > Employee Information. [+]

1. In the Employee Option field, use the drop-down list to select one of the following options:

   • Employee Master - Shows most of the information that is on the Employee Information screens. This report contains demographic information and each of the selected sections.

   • Employee Name & Number - Shows each employee along with the selected date. This report is printed with one line per employee with their number and name, Social Security number, telephone number, selected date, and the employee's status.

   • Employee Wage Codes - Shows each employee with the location, department, position, and wage code that is set up for the employee, the general ledger expense account, wage and unemployment states, and pay rate.

   • Employee Deduction Codes - Shows each employee with the deductions that are set up for the employee. This report contains the deduction code, description, deduction amount, percent, and extra amount (taxes only), check, YTD, and lifetime maximums, general ledger expense account, deduction state, and guarantor (AR payment only) on each line.

   • Employee ECB Codes - Shows each employee with the ECB codes that have been set up for the employee. This report contains the ECB code, description, ECB amount, percent, check, YTD, and lifetime maximums, general ledger liability account, and the ECB state on each line.

   • Employee Birthday - Shows each employee who has a birthday in the selected month. This report contains the employee's number and name, primary location and department, and birthday. Only employees whose birthday month matches the entered month are printed.

   • Employee Anniversary - Shows each employee who has an anniversary in the selected month. This report contains the employee number and name, start date, number of lapsed years, full-time date, and number of lapsed years.

   • Employee Review - Shows each employee who should be evaluated in the selected month based on the next review date. This report contains the employee's number and name, base rate (optional), work status, last review date, and next review date.

   • Employee by Position - Shows which employees have been designated with which primary position. This report contains each position, employee name, department, and base rate.

   • New Hire Report - Shows each employee who was hired in the selected date range. This report contains the employee's Social Security number, name, primary position, department, birth date, and hire date.

   • Termination Report - Shows each employee who was terminated during the selected time period. This report contains the employee number and name, primary location and department, Social Security number, gender, birth date, hire date, and termination date.

   • Employee Verification - Shows a line of information for each selected employee. This report contains the employee number and name, status, start and termination dates, primary position and department, and work status.

   • Employee Years Service List - Shows each employee who has worked at the facility for the selected number of years. The year can be divided by entering different ranges of months (e.g., 1 to 3, 4 to 6, etc.). All employees with an anniversary in the month(s) selected is included in the report. This report contains the employee number and name, start date and corresponding number of lapsed years, and full-time date and corresponding number of lapsed years.

The remaining fields are available based on the selected Employee Option.

2. In the Report Order field, use the drop-down list to select how to sort the report. Choose from the following options:

   • Employee # Order - (default) To print in alphanumeric order by employee number.

   • Alpha Order - To print by alphabetical order by employee name.

   • Location/Department Order - To break by location and department.

3. In the Date to be Printed field, select the option that determines the employee date to include in the report. Choose from the following options. This field is available for the Employee Name & Number option only.

   • Birth Date

   • Full Time Date

   • Last Review Date

   • Next Review Date

   • Start Date

4. Check the Print Rehire Date box to include the employee's rehire date in the report.

5. The Separate Employee Names check box is available for the Employee Name & Number employee option. Check this box to print the employee's last, first, and middle names in separate columns on the report. Leave unchecked to print the last, first, and middle names in one column on the report. NOTE: Use this option when printing and exporting employee master level data to be imported into TimeTrex Time and Attendance.

6. The Print Employees on All Rows check box is available for the Employee Wage Codes employee option. Check this box to print the employee number, employee name, and primary rate on every row of the report. NOTE: Use this option when printing and exporting employee wage setup data to be imported into TimeTrex Time and Attendance.

7. In the Anniversary field, select the option that determines the employee anniversary date to include in the report. Choose Start Date or Rehire Date.

8. In the Month field, enter the number of the month to include in the report.

9. Check the Include Base Rate box to print the employee's base pay rate on the report.

10. In the Years field, enter the number of years to determine the employees to include in the report based on  years of employment at the facility.

11. In the Months field, enter a range of months to include in the report. Enter the first month in the Months field, and the last month in the To field.

12. Specify a range of dates to include in the report. By default, the current date is displayed. To run the report for a different or longer period of time, enter the first date of the range in the From Date field, and the last date of the range in the To Date field. Use the drop-down calendar in each field to select the date.

13. In the Employee Master Selection area, check the boxes of the sections to include in the Employee Master report. Check all that apply. Choose from the following:

    • Include Emergency Contacts

    • Include Direct Deposits

    • Include Deductions

    • Include Hour Banks

    • Include Earnings

    • Include ECBs

    • Page Break at every employee

14. In the Locations, Departments, Employee No., Employee Name, and Positions fields (as applicable), specify the locations, departments, employee numbers, employee names, and positions to include in the report. Choose All (default), or choose Selected or Range to specify which ones to include. See Reporting/Printing Functions for detailed information on using the Selected and Range options.

15. Check the Print Only Active Employees to exclude terminated and on-leave employees from the report. Leave unchecked to include all active and inactive employees in the report.

16. Click the Preview button (located to the left of the Print button) to view the Employee Information Report in the Report Viewer, or click Print to print the report to the designated printer. See Reporting/Printing Functions for detailed information on using the Printer Settings and Print Preview buttons.

17. Click Cancel to exit.

Employee Master Report Example

Employee Name & Number List Example

Employee Wage Codes List Example

Employee Deduction Code List Example

Employee ECB Codes List Example

Birthday List for [Month] Example

Anniversary List for [Month] Example

Review List for [Month] Example

Employee by Position List Example

New Hire List Example

Employee Termination List Example

Employee Verification List Example

Years of Service List Example

Related Links

About Payroll Reports