PR> Reports> Deduction Register

Deduction Register Report

Summary

The Deduction Register Report displays the total deductions and benefits by check, employee and/or deduction/benefit code. The paychecks included on the report can be filtered by check date or period end date and the employees can be filtered by department, union unit or reporting group.

Click here for information on the View Reports window.

Click here for information on the Report Publisher.

Step by Step

1 Open the Deduction Register Report window (PR> Reports> Deduction Register).

2 Configure the report.

Select the deductions you would like to include in the report in the Deductions field.

Press CTRL+A to highlight all of the deductions in the field. Press SPACE to check or uncheck all of the selected toggles.
You can view the deductions and benefits attached to an employee record using the Employee Maintenance window (PR> Maintenance> Employee> Deductions or Benefits tab).

Select the information you would like to display on the report in the Report Type drop-down menu.

Select Detail if you would like to display employee and check detail on the report. The deductions/benefits that are included on the report will display by check and employee.
Select Summary if you would like to display employee detail on the report. Deductions/benefits that are included on the report will be totaled by employee record.
Select Totals Only if you would like the report to display the deduction/benefit code, deduction/benefit description, and total amount during a selected period. Specific employee information will not be included on the report.

The Employee Number field is used to include a single employee on the report. Enter an employee number in the field or click the Employee Number field label to select an employee from a list.
The Department field is used to filter the employees that display on the report by a single department. Enter a department code or click the Department field label to select a department from a list.

Employees are assigned departments using the Employee Maintenance window (PR> Maintenance> Employee> General tab> Department field).
Departments are created and maintained using the Department Maintenance window (SS> Maintenance> Department). Click here for information on department maintenance.

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 Union field label 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> Employee> General Information tab> Union field).
Click here for information on the relationship between union units, plans, positions, and employee records.

The Reporting Group field is used to filter the employees that display on the report by the reporting group. Enter a reporting group code or click the Reporting Group field to select a reporting group from a list.

Reporting groups are created and maintained in using the Reporting Groups Maintenance window (PR> Maintenance> Reporting Group). Click here for information on reporting group maintenance.
Employees are attached to a reporting group using the Reporting Groups Maintenance window (PR> Maintenance> Reporting Groups> Selected field).

The Check Date From and Check Date To fields are used to filter the payroll checks included on the report. Leave these fields blank to include all checks on the report.
- The check date of the checks in a Computer Checks batch is set during the Calculate Payroll step (PR> Computer Checks> Calculate Payroll> Check Date field).
- You can view the check date of a paycheck on an employee record using the Employee Maintenance window (PR> Maintenance> Employee> History tab> History sub-tab> Expand a year> Expand a quarter> Check Date column).
The Period End Date From and Period End Date To fields are used to filter the checks that display on the report by the period end date associated with the payroll check.

The period end date is set of a Computer Checks batch is set during the Calculate Payroll step (PR> Computer Checks> Calculate Payroll> Period End Date field).
You can view the period end date of a paycheck on an employee record using the Employee Maintenance window (PR> Maintenance> Employee> History tab> History sub-tab> Expand a year> Expand a quarter> Period End Date column).

The Batch Type drop-down menu is used to filter the checks that display in the report by the type of batch used to create the payroll check. If you select Computer or Manual from the drop-down menu, the Batch Number field will be enabled so that you can select a specific committed Manual or Computer Checks batch.

Select All if you would like to include checked generated in Computer Checks and Manual Checks batches in the report.
Select Computer if you would like to include only checks generated in a Computer Checks batch (PR> Computer Checks) in the report.
Select Manual if you would like to include only checks generated in a Manual Checks batch (PR> Manual Checks) in the report.

The Sort By drop-down menu is used to select how employee records will sort within each deduction.

The report will display a list of deductions and a list of employees and checks under each deduction. The Sort By drop-down menu determines how the employees under each deduction will be sorted.
Select Employee Number if you would like to sort the employees under each deduction by employee number.
Select Last Name if you would like to sort the employees under each deduction by employee last name.

Check the Exclude uncommitted toggle if you would like to exclude uncommitted transactions from the report. Transactions in uncommitted batches will be included in the report if the Exclude uncommitted toggle is not checked.
Check the Exclude void toggle if you would like to exclude voided checks from the report. If you do not check this toggle, voided checks will be included on the report.
Check the New page for each deduction toggle to insert a page break between deductions.
Check the Show Fund Info toggle to generate the report with report data grouped and totaled by Fund.