PR> Reports> Unemployment

Unemployment Report

Summary

The Unemployment Report will display the gross, subject and taxable wages for an unemployment gross type. The report will only include committed payroll checks that have not been voided.

Step by Step

1 Open the Unemployment window (PR> Reports> Unemployment).

2 Configure the report.

The Fiscal Year and Quarter fields are used to filter the report by fiscal year and quarter. The paychecks will be included into quarters and years based on the date type selected in the Date to Use field.
The Date To Use drop-down field is used to select the type of date that will be used to filter the paychecks that display on the report.

Select Batch if you would like to filter the paychecks by the batch month and batch year used when creating the checks.
Select Check if you would like to filter the paychecks by check date.
Select Period End if you would like to filter the paychecks by the period end date of the batch used to generate the checks.

The Maximum Wages field is used to enter the maximum amount of unemployment wages that are taxable in the year (not the selected quarter). The maximum wages value is applied to the subject wages and will be used to calculate the value in the Taxable Wages column.
The Unemployment Gross field is used to select the unemployment gross wage.

All pay codes and benefits with the Affect toggle checked on the selected unemployment will increase the unemployment gross wages.
All deductions with the Affect toggle checked on the selected unemployment will decrease the unemployment gross wages.

The SSN Option field is used to select how the social security numbers on the employee records will display on the report.
- Select Do not print if the social security numbers should not display on the report. The SSN column will still display on the report, but the social security numbers will display as ***-**-****.
- Print Last 4 Digits if the last four digits of each employee record should display on the report.
- Select Print Full SSN if the entire social security number should display on the report.
Check the Exclude elected/appointed employees toggle if employee records that are set up as elected or appointed positions should not display on the report. Employee records are set up as elected or appointed by checking the Elected/Appointed toggle on the Employee Maintenance window (PR> Maintenance> Employee> General tab> Elected/Appointed toggle).
The Gross Wages column displays all of the paychecks that have been included on the report.
The Subject Wages column displays the paycheck amounts that affect the selected unemployment type.

Wages are set up to affect unemployment using the pay code attached to timecard line items on the employee. If the unemployment toggle is checked in the Gross to Increase section on the Pay Code Maintenance window (PR> Maintenance> Pay Code), timecard line items generated using that pay code will increase the unemployment subject wages. Click here for information on Pay Code Maintenance.

The Taxable Wages column displays the portion of the subject wages that are taxable during the current quarter.

If the prior quarter taxable wages are greater than the maximum wages, the taxable wages will be 0 in the current quarter. For example, if the employee had wages that exceeded the maximum during quarter 3, the taxable wages in quarter 4 will be zero since the maximum has already been exceeded.
If the current subject wages are greater than the maximum wages, the Taxable Wages will be calculated using the following formula:

Maximum Wages -

Subject Wages

= Taxable Wages

If the prior taxable wages and the current subject wages are greater than the Maximum Wages, the Taxable Wages will be calculated using the following formula:

Current Subject Wages

(Maximum Wages

Prior quarter taxable wages)

Taxable Wages

The Excluded Amount column displays the wages that were excluded from the unemployment. The formula for the Excluded Amount column is the subject wages less the taxable wages. For example, if an employee has exceeded the maximum wages, the subject wages will be greater than the taxable wages. The different between those two amounts will display in the Excluded Amount column.