IdealWare Online Users Manual

PR5-16 P/R LISTINGS, REPORTS AND FORMS
31363 Report Generator

 

PURPOSE

 

The report generator program enables you to produce customized reports detailing any combination of information you desire. You can enter any combination of employee codes and earnings, benefits and deduction codes.

 

Report Generator is accessed from:

  • Main Payroll menu.

 

PROCEDURE

 

Select Report Generator from the Main Payroll menu. The report generator definition screen displays.

 

PAYROLL REPORT GENERATOR DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│                                REPORT GENERATOR                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│EARNINGS BASED ON:            _              SORT METHOD:                       â”‚
│     1 - CURRENT PAY                              1 - BY EMPLOYEE CODE          â”‚
│     2 - MTD EARNINGS                             2 - BY SURNAME                â”‚
│     3 - YTD EARNINGS                             3 - BY SOCIAL INS. NO.        â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│REMAINING PRINT POSITIONS:                                                      â”‚
│                                                                                â”‚
│          CODE                DESCRIPTION                        OK? (ENTER/N)  â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│ENTER OPTION 1, 2 OR 3                                                          â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
EARNINGS BASED ON:
ENTER OPTION 1, 2 OR 3

 

"1" for current pay.

 

This will generate a report with earnings based on current pay.

 

 

"2" for MTD earnings.

  

This will generate a report with earnings based on the current month to date.

 

 

"3" for YTD earnings.

 

This will generate a report with earnings based on the current year to date.

 


SORT METHOD:

 

"1" to sort by employee code.

 

"2" to sort by employee surname.

 

"3" to sort by employee social insurance number.

 

REMAINING PRINT POSITIONS:   132

 

Displays the number of columns remaining in which to print additional information fields on the page after entering each code to include in the report.

 

CODE

 

Enter the code to include in the report.

 

You can enter payroll codes 001-150 or employee code 200-240. After making the selection the code DESCRIPTION is displayed and the cursor is positioned in the CONFIRMATION field.

 

 

[F5] to display list of codes for selection.

 

OK? (ENTER/N)

 

[Enter] to confirm the code selection.

 

The REMAINING PRINT POSITIONS indicator decrements by the number of columns required by the field of the code entered. You are returned to the CODE field where you may enter additional codes to include in the report or press [F4] to end the selection process.

 

 

"N" to clear the code selection.

 

You are returned to the CODE field to re-enter the code.

 

 

[F4] for code entry complete.

 

TITLE

 

Enter a report title.

 

You can enter up to 30 alpha/numeric characters.

 

 

The print selection menu is displayed.


PRINTER SELECTION & CONFIGURATION

┌────────────────────────────────────────────────────────────────────────────────┐
│08/14/07                *****  PRINTER SELECTION  *****                         │
│                                                                                â”‚
│                                                                                â”‚
│** MAKE SURE PRINTER IS READY BEFORE PRESSING CR .....                          â”‚
│                                                                                â”‚
│1. PRINTER NAME ................................. P1  OKIDATA 390               â”‚
│                                                                                â”‚
│2. CHARACTERS PER INCH ? (10,12,17) ............. 10                            â”‚
│   SINGLE OR DOUBLE DENSITY ? (S,D) ............. S   SINGLE DENSITY            â”‚
│                                                                                â”‚
│** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS): _            â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** PRESS CR TO SET PRINTER, OPTION# TO CHANGE, F4 TO END (BYPASS):

 

"1" to change printers.

 

"2" to change the CPI and/or print density.

 

[Enter] to print.

 

[F4] to not print and exit to the menu.

 

[F5] to display a list of printers for selection.

 

An example Report Generator Customized Report printout follows.

  



                                                            PAY REPORT

EMPL. CODE SURNAME              GIVEN NAME
                                                        REG HRS    O/T HRS    REG PAY    O/T PAY    ADV.PAY    FED TAX       E.I.


BAKER      BAKER                GRANT                   1045.50      21.50   10977.76     225.76       0.00    2050.15     350.90
BERL       BERLIN               IRVING                   320.75      14.75    4298.05     197.65       0.00     899.93     138.64
BERKE      BERKELEY             STEVE                    184.50      12.00    1476.00      96.00       0.00     209.10      50.26
BOMMA      BOMMANS              BRETT                    407.75      18.00    3873.63     171.01       0.00     684.31     130.02
COSTA      COSTANZA             GEORGE                   323.75      31.50    3528.88     343.35       0.00     535.46     121.57
DANIE      DANIELS              JEFFERSON                124.00       0.00     992.00       0.00       0.00     122.18      31.35
GOSSE      GOSSETT              LOUIS                     68.00       7.75     544.00      62.00       0.00     153.47      18.83
LETTE      LETTERER             RONALD                   205.75      24.00    2263.25     264.00       0.00     461.69      79.87
LEWIS      LEWIS                JILL                     275.00      28.25    2475.00     254.25       0.00     438.02      84.48
METTE      METTERLICH           EVE                      207.75      20.25    1869.75     182.25       0.00     339.77      65.22
MARTI      MARTINSON            WILLAM                   198.75      17.75    1788.75     159.75       0.00     309.64      61.99
MORRI      MORRISSON            JAMES                     80.00       0.00     880.00       0.00       0.00     160.60      27.00
NEDVE      NEDVED               GARY                     240.00      43.50    2640.00     478.50       0.00     469.30      98.61
NICHO      NICHOLLSON           JASON                    230.25      34.25    2072.25     308.25       0.00     426.42      75.52
RAVEN      RAVENHURST           MARION                   179.50      29.00    1795.00     290.00       0.00     347.49      66.09
REES       REES DAVIES          JOHN                     239.50      38.50    2514.75     404.26       0.00     562.34      92.23
REESK      REESMAN              KELVIN                    64.00       4.75     640.00      47.50       0.00     112.98      22.79
RICHA      RICHARDS             KEITH                    147.50       9.00    1607.76      98.10       0.00     276.98      49.44
RIMME      RIMMER               DALTON                   231.75      27.75    2317.50     277.50       0.00     479.19      82.03
SCOTT      SCOTT                WALTER                   200.75      26.00    2509.39     325.02       0.00     578.70      89.46
SPEIR      SPEIRS               ANTHONY                  195.25      16.75    1757.25     150.75       0.00     301.37      60.70
SUTHE      SUTHERLAND           DONALD                    80.00       0.00     800.00       0.00       0.00     140.39      24.54
WINGM      WINGMAN              MARVIN                   195.75      19.75    2153.25     217.25       0.00     434.93      76.57

-----------------------------------------------------------------------------------------------------------------------------------
                                                        5445.75     445.00   55774.22    4553.15       0.00   10494.41    1898.11