This section discusses the Payroll Frequency reports as they apply to Timesheet Input Groups.
Unchanged Reports
The reports listed below remain the same in v11.08 (they do not accommodate Timesheet Input Groups); they continue to run on the entire payroll period.
Missing Timecard Report
Missing Trades for Jobs
Payroll Exception Report
Starters and Terminated Employees Report
Headcount Report
Pay Method Analysis Report
Labor Hours Analysis Report
Pending CDR Txns
Configurable Timecard Export
Updated Reports
As of v11.08, the reports listed below were updated to allow the use of Timesheet Input Groups.
Timecard Report
If TS Input Groups are in use for the company, the Timecard Report (PR > Frequency > Reports), which sorts, breaks, and totals by group, has the following:
A Timesheet Input Group ordered list on the report selection criteria, as shown in Timecard Report Screen. This determines which groups should be processed. It also includes all of your own groups, subordinate frozen and unfrozen groups for the entered current unposted Regular/Adjusting period, Future period or future comma-separated period lists, and the blank group.
A field labeled Group on the report. It is hidden for Recurring periods.
The Period Type combo box includes the following items:
A Regular or Adjusting period type if there is a current unposted Regular or Adjusted period. The Periods are set up with the current period number and cannot be updated.
A Future period type if there are future non-MCC periods. The Periods are available for a single future period or a comma-separated list of future periods.
A Recurring period type. The Period is set up as 999 and cannot be updated.
Timecard Report Screen
Only time cards under the selected groups are included in the report. A TS Groups field is found in both versions of the report (by Employee and by Job).
For the report version by Employee (Timecard Report by Employee), the sort order and grouping are by Group by Employee.
For the report version by Job (Timecard Report by Job), the sort order and grouping are by Group by Job.
Timecard Report by Employee
Timecard Report by Job
NOTE: The Company Timecard Report, PR Frequency Timecard Report for Recurring Period, and PR Frequency Timecard Report for which TS Input Groups are not in use for the company, work as before.
Edit Report
If TS Input Groups are in use for the company, the Edit Report (PR > Frequency > Reports), which sorts, breaks, and totals by group, has the following:
A Timesheet Input Group ordered list on the report selection criteria, as shown in Edit Report Screen. It also includes all of your own groups, subordinate frozen and unfrozen groups for the entered current unposted Regular/Adjusting period, and the blank group.
A field labeled Group on the report. It is hidden for posted Regular/Adjusting periods.
Edit Report Screen
Only time cards under the selected groups are included in the report. A TS Groups field is found in both versions of the report (Summary and Detail).
For the Detail report version (Detail Edit Report), the sort order and grouping are by Group by Employee.
For the Summary report version, the report includes the Net (Summary Edit Report – Net for Group) and Burden (Summary Edit Report – Burden for Group) information for each group (sorted by group), as well as the total Net (Summary Edit Report – Total Net) and Burden (Summary Edit Report – Total Burden) information.
Detail Edit Report
Summary Edit Report – Net for Group
Summary Edit Report – Burden for Group
Summary Edit Report – Total Net
Summary Edit Report – Total Burden
Note: The Costing Workbench Edit Report, PR Frequency Edit Report for posted Period, and PR Frequency Edit Report for which TS Input Groups are not in use for the company, work as before.
New Reports
As of v11.08, the reports listed below are available for use with Timesheet Input Groups.
Group Validation Report
The Group Validation Report is found on the PR > Frequency > Reports menu. It is a version of the Costing Workbench Validate Batches report for the selected TS Input Groups. The report is only available if the TS Input Groups are in use for the company.
A Timesheet Input Groups ordered list on the Group Validation screen (Group Validation Report Screen) determines which groups should be processed. It includes all of your own groups, as well as subordinate frozen and unfrozen groups for the entered current unposted Regular/Adjusting period.
Information is also included regarding the current PR Period, Year, PR Batch, and Fiscal Date.
Group Validation Report Screen
Sample screens are shown below of the Group Validation Report with errors (Group Validation Report – with errors) and without errors (Group Validation Report – without errors).
Group Validation Report – with errors
Group Validation Report – without errors
Group Batch Analysis Summary Report
A Group Batch Analysis Summary Report is found on the PR > Frequency > Reports menu. It is a version of the Costing Workbench Batch Analysis Summary Report for the selected TS Input Groups. The report is only available if the TS Input Groups are in use for the company.
A Timesheet Input Groups ordered list on the Group Batch Analysis Summary Report screen (Group Batch Analysis Summary Report Screen) determines which groups should be processed. It also includes all of your own groups, as well as subordinate frozen and unfrozen groups for the entered current unposted Regular/Adjusting period.
Information is included about the current PR Period, Year, PR Batch, and Fiscal Date. A standard Employee Selection tab is also available.
Group Batch Analysis Summary Report Screen
A sample screen is shown below of the Group Batch Analysis Summary Report (Group Batch Analysis Summary Report). It is sorted and grouped by TS Input Groups, then by Fiscal Periods.
Group Batch Analysis Summary Report
Group PL Analysis Report
A Group PL Analysis Report is found on the PR > Frequency > Reports menu. It is a version of the Costing Workbench PL Analysis Report for the selected TS Input Groups. The report is only available if the TS Input Groups are in use for the company.
A Timesheet Input Groups ordered list on the Group PL Analysis Report screen (Group PL Analysis Report Screen) determines which groups should be processed. It also includes all of your own groups, as well as subordinate frozen and unfrozen groups for the entered current unposted Regular/Adjusting period.
Information is included about the current PR Period, Year, PR Batch, and Fiscal Date. A standard Employee Selection tab is also available.
Group PL Analysis Report Screen
A sample screen is shown below of the Group PL Analysis Report (Group Batch Analysis Summary Report). If the reports run for several groups only, the following warning appears: The PL Analysis report was not run for all groups. The Invoice information may not be complete.
Group Batch Analysis Summary Report
