When you select the Union Summary Report function in the Union Reports submenu, you are presented with one selection screen, as shown in Report Selection Screen. This screen includes fields as detailed below; they can be tailored to the type of report you wish to create.
Report Selection Screen
Report Type
You must select which report you wish to run: Union Employee Detail Report, Union Summary Report, or Union Timecard Detail Report.
Year
Enter the year to report on.
Reporting Range
This field has two options:
Month - If selected, the Effective Date Range field is disabled, and the Report Month and Select the Weeks fields are enabled.
Date Range - If selected, the Effective Date Range field is enabled, and the Report Month and Select the Weeks fields are disabled.
Report Month
This field is enabled when you select Month in the Reporting Range field. Select the month you wish to report on.
Effective Date Range
The date range selection appears when you select Date Range in the Reporting Range field. The date range entered should be a Period Ending to Period Ending range. (These dates are the same for a single week.)
Home Union
Select the Union where the employee resides. The current options are: Employee File and Analysis 1 - Analysis 4.
Show NINO
Indicate how you wish to show the NINO on the report: No NINO, Full NINO, or Last 4 Digits.
Show Rates
If this field is ticked, the rates are shown in the Earnings section of the report. Note: Rates for Deductions and Benefits are always shown in the report.
Select the Weeks
This field is enabled when you select a Month in the Reporting Range field. When ticked, the Week 1-6 fields are enabled, in which you can specify the Month and Monthly Calculation Period for each Week.
Union
You can enter one Union or a range of Unions to be reported on. If multiple Unions are entered, the report provides data and totals per Union.
Earning Category
You can enter one Earning Category or a range of Earning Categories to be reported on.