PR> Maintenance> Reporting Group
Summary
The Reporting Group Maintenance window is used to create and maintain reporting groups. Reporting groups can be used to filter the employees included in reporting, 1099Rs or W-2 batches. For example, you can add all 1099R employees to a reporting group and then use that reporting group in the 1099Rs process to select the employees to be included in the batch. This is optional because if all of the employees that should receive 1099Rs are in specific departments, you can also process 1099Rs by the department code attached to the employee records rather than a reporting group.
Reporting groups can also be used to select which employees will be included in a W-2s batch. For example, if you would like to process W-2s in multiple batches, you can group all employee records onto reporting groups. When you generate a W-2 batch, select a reporting group and only the employees in that group will be processed in the batch. If you do not select a reporting group when generating W-2s, all employees will be included in the batch. When using this option, make sure that you assign every employee record that should be included in the W-2 process to a reporting group. If you would like to generate a W-2s batch for a small group of employees, and then another batch for the rest of the employees, you can assign the small group of employees to a reporting group, but do not the rest. When you generate the W-2s, generate one batch for the small group of employees and then create another batch for all employees, but then remove the employees that belong to the small group from the large W-2 batch using the Edit step (PR> W-2> Edit).
Reporting groups can also be used to filter the employees that display on the following reports:
Related Links
Click here for information on the 1099Rs process.
Step by Step
- Open the Reporting Group Maintenance window (PR> Maintenance> Reporting Groups).
- The Reporting Group Maintenance window displays the reporting groups created in the database.
- Select a reporting group and click DELETE to delete a reporting group.
- Select a reporting group and click EDIT to open the selected reporting group.
- Click ADD to create a new reporting group.
- Enter a reporting group Code. This is the field that will show up in drop-down menus when you are selecting a reporting group. This field can be up to 10 alphanumeric characters.
- Enter a Description. This field can be up to 256 alphanumeric characters.
- The Employees section is used to add employees to the reporting group.
- Click ADD to open the Employee Selection screen.
- Use the search criteria to filter the displayed employees and click the Select button
to add the employee to the reporting group. - Select an employee in the Employees section and click DELETE to remove the selected employee from the reporting group.
- Click the Save button
to save the reporting group.