How can I generate a report using the Deductions Report feature in Payroll?

Available for the following Payroll plans: Standard, Premium

A deduction is any payment you make out of an employee’s earnings on their behalf. The law requires some deductions, whereas others are voluntary. The four common types are taxes, garnishments, retirement, and health insurance. If you have a full or part-time employee, you will need to make these types of deductions regularly.

The Deductions Reporting feature allows you to create a report that you can use to analyse your employee deductions broken down by location and at a specific period, with the ability to narrow the data further down by employing entity, pay schedule, or earnings location. You can also use this feature to download an excel file of this data or save the information in a printable PDF format.

Getting started

Running a deduction report
  1. Click the Reports menu.
  2. Click the Deductions Report button.
    Dedection_1.jpg
  3. Select from the following fields:
    • Date range.
    • Employee.
    • Pay Schedule.
    • Deduction category.
    • Employee default location.
    • Employing entity.
  4. Click the Run Report button.
    Deduction_2.jpg

    Helpful Hint

    You will now see your deduction report on your screen.

    Deduction_3.jpg

Maintain

Downloading the report: Excel
  1. Click the Reports menu.
  2. Click the Deductions Report button.
    Dedection_1.jpg
  3. Select from the following fields:
    • Date range.
    • Employee.
    • Pay Schedule.
    • Deduction category.
    • Employee default location.
    • Employing entity.
  4. Click the Run Report button.
  5. Click the Download button.
  6. Click the Excel button.
    Deduction_4.jpg
Download the report: CSV
  1. Click the Reports menu.
  2. Click the Deductions Report button.
    Dedection_1.jpg
  3. Select from the following fields:
    • Date range.
    • Employee.
    • Pay Schedule.
    • Deduction category.
    • Employee default location.
    • Employing entity.
  4. Click the Run Report button.
  5. Click the Download button.
  6. Click the CSV button.
    Deduction_5.jpg
Download the report: PDF
  1. Click the Reports menu.
  2. Click the Deductions Report button.
    Dedection_1.jpg
  3. Select from the following fields:
    • Date range.
    • Employee.
    • Pay Schedule.
    • Deduction category.
    • Employee default location.
    • Employing entity.
  4. Click the Run Report button.
  5. Click the Download button.
  6. Click the PDF button.
    Deduction_6.jpg
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