PR> Reports> Payroll Register

Payroll Register Report

Summary

The Payroll Register Report displays a list of paychecks. There are three versions of the report: Summary, Detail, and Detail with Codes.

The Summary version of the report only displays the check totals.
The Detail version of the report will display the check detail line items and the deductions and benefits on the paycheck.
The Detail with Codes version of the report will display everything in the standard Detail version as well as pay, deduction, and benefit code totals for the specified date/period range.

Checks that have been voided using the Void Checks process (PR> Void Checks) will not display on the report. Click here for information on the Void Checks process.

Step by Step

1 Open the Payroll Register window (PR> Reports> Payroll Register).

2 Configure the report.

The Report Type drop-down menu is used to select the information that will display on the report.

The Summary version of the report will only display the check totals.
The Detail version of the report will display the check totals (gross amount, net amount, FICA, FED, STATE, MEDI) and the deductions and benefits on the paycheck.

If you check the Exclude Deductions and Benefits toggle, the deductions and benefits on the paycheck will not display on the report.

The Detail with Codes version of the report will display everything in the standard Detail version as well as pay, deduction, and benefit code totals for the specified date/period range.

The Sort By drop-down menu is used to select order in which employees will display on the report. The selection in this field will also determine which information displays on the report.

Select Dept, Employee No if you would like the report to be grouped by department and employee number. If you generate the report in summary format, the employee number will display next to the employee total on each line item.
Select Dept, Last Name if you would like the report to be grouped by department and employee last name. If you generate the report in Summary format, the employee name will display next to the employee totals on each line item.
Select Employee Number if you would like the report to sort by employee number.
Select Last Name if you would like the report to sort by employee last name.

The Employee Number field is used to filter the report by a single employee. Click the field search button to select an employee from a list.
- The total number of employees included in the report will be displayed in the report totals.
The Department field is used to filter the report by a single department.

Enter a department number or click the field search button to select a department 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> Generate tab> Department field).

The Union field is used to filter the report by a single union.

Enter a union code or click the field search button to select one from a list.
Unions are created and maintained using the Union Maintenance window (HR> Maintenance> Union Unit). Click here for information on Union Unit Maintenance.
You can view the union attached to an employee record using the Employee Maintenance window (PR> Maintenance> Employee> Generate tab> Union field).
Click here for an overview on Unions.

The Reporting Group field is used to filter the report by a single reporting group.
- Enter a reporting group or click the search button to select one from a list.
- Reporting Groups are created and maintained using the Reporting Group Maintenance window (PR> Maintenance> Reporting Group). Click here for information on Reporting Group Maintenance.
The Check Date From and Check Date To fields are used to filter the checks that are included in the report by the check date. The check date will display on the report.

The check date of a computer check is assigned during the Checks step (PR> Computer Checks> Checks> Check Date field). Click here for information on the Checks step of the Computer Checks process.
The check date of a manual check is assigned during the Timecards step (PR> Manual Checks> Timecards> Select a check> Open the Checks tab> Check Date field). Click here for information on the Timecards step of the Manual Checks process.
You can view the check date of a paycheck using the History tab of the Employee Maintenance window (PR> Maintenance> Employee> History tab> History sub-tab> Expand a year and quarter> Check Date column). Click here for information on the History tab of the Employee Maintenance window.

The Period End Date From and Period End Date To fields are used to filter the checks on the report by the period end date.

The period end date of a computer check is assigned during the Generate step (PR> Computer Checks> Generate> Period End Date field). Click here for information on the Generate step of the Computer Checks process.
The period end date is assigned to a manual check during the Timecards step (PR> Manual Checks> Timecards> Select a check> Open the Checks tab> Period End Date field). Click here for information on the Timecards step of the Manual Checks process.

The Batch Type drop-down menu is used to select the type of checks to include in the batch (manual or computer check). The selection in this field will determine the functionality of the Batch Number field.

If you select a batch type in the drop-down menu, you must select a batch in the Batch Number field.

The Batch Number field is used to filter the checks that display on the report by a single Computer Checks or Manual Checks batch. This field will only be enabled if Computer or Manual is selected in the Batch Type drop-down menu. Click the field search button to select a committed batch. Only the type of batch selected in the Batch Type field will display in the window.
Check the Exclude uncommitted history toggle to remove any uncommitted transactions from the report. When this toggle is checked, only committed paychecks will display on the report.

If you check this toggle but you selected a batch in the Batch Number field, make sure the batch you selected is a committed batch. If you check this toggle and select an uncommitted batch, no information will display on the report.

Check the Exclude deductions and benefits toggle to exclude deductions and benefits from the report. This toggle does not apply to the summary version of the report because the deductions and benefits on a paycheck only display on the detail version.
Check the New page for each employee toggle if you would like each employee included on the report to display on a separate page.
Check the Employee totals only toggle to print only the employee totals for the specified date or period range. If this toggle is not checked, every payroll check that every employee included in the report received during the date or period range will be displayed.

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 PDF to print the report in the default Springbrook PDF format.
- Select Excel to export the report data to an Excel spreadsheet as unformatted data.
- Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
- Once a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
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. Hover over the Info icon to view the parameters on the previous report.
- This section will display the last ten times the report was generated.