When creating custom reports in your HRIS portal, the system will prompt you to select which type of report you would like to run. Because of the way employee demographic and payroll data is stored on the back end of our system, not all data is available in every report. This guide will help you select the right report type to gather the data you need.
Perfect for: Reporting employee information not related to payroll. For the most part, this report will include data stored in the Personal Details tab of the employee profile.
What's included: Employee Information reports include basic and extended employee demographic data such as:
- Demographic Information
- Contact Information
- Education Tracking
- Employment Information
- Emergency Contacts
- 401(k) Configuration*
- Onboarding* (if using this module)
Caveats: The asterisked (*) items above are not located in the Personal Details tab; however, they can still be included in this report. Additionally, while Previous Employment is stored in the Personal Details tab, this cannot be included in the Employee Information report.
Perfect for: Reporting information on the setup of employee deductions, earnings, and direct deposit. This report gathers data on the defaults and structures you create in the system--not historical data of what is actually processed in payroll.
What's included: Payroll Setup reports include basic and extended employee demographic data from Employee Profiles as well as:
- Ongoing Deduction Setup
- Direct Deposit Setup
- Ongoing Earnings Setup
- Pay Rates and Salary
Perfect for: Basic reporting on employee pay history. This report is the counterpart to the Payroll Setup report. Whereas Payroll Setup shows the setup of employee deductions and earnings, Payroll Analysis will show what was actually processed.
What's included: Payroll Analysis reports include basic and extended employee demographic data from Employee Profiles as well as employee pay history (dollar amounts and information paid during payroll), including:
- Payment information (check date, check number, check amount, etc.)
- Deductions (dollar amounts for what was deducted from payroll)
- Earnings (hours and dollar amounts for what was paid during payroll)
- Taxes (taxable wages and tax amounts from payroll)
- Code groups (hours and amounts from payroll)
- Groups and totals (gross pay, net pay, and hours)
Labor Dist Analysis
Perfect for: More detailed reporting on payroll history. While the Payroll Analysis report focuses on employee pay history, the Labor Dist Analysis report type is helpful in presenting this data in a way that fits into the larger context of the company as a whole.
What's included: In addition to the basic and extended employee demographic data from Employee Profiles and employee pay history included in the Payroll Analysis report, Labor Dist Analysis can also pull:
- All the bullet points listed under the Payroll Analysis report
- Payment details by department, job code, and shift - similar to on a Labor Distribution report
- Taxes broken out as Employee and Employer Taxes - similar to on a Labor Distribution report
Labor Distribution & Ledger
Perfect for: Gathering Labor Distribution hours and dollar amounts for General Ledger (GL) reporting.
What's included: The Labor Distribution & Ledger report gathers basic and extended employee demographic data from Employee Profiles as well as employee pay history that can be displayed by labor allocation if the information is keyed in during payroll input. For example:
- Job Codes
- GL Codes
- Any other fields reported on the Labor Distribution standard report
Perfect for: Reporting on employee benefits information. For the most part, this report will include data stored in the Benefits tab of the Employee Profile. Note that it does not include information from the ACA Coverage, ACA Status, or Time Off Requests sections.
What's included: The Benefits report type captures basic and extended employee demographic data from Employee Profiles as well as their benefits and benefit setup information including:
- Accrual Balances
- Accrual History
- Covered Dependents
Perfect for: Gathering ACA information if you are tracking employee coverage and eligibility in your HRIS portal. This report pulls data from the ACA Coverage and ACA Status sections of the Benefits tab in an employee's profile.
What's included: The ACA report type captures basic and extended employee demographic data from Employee Profiles as well as their:
- ACA Coverage
- ACA-Covered Dependents
- ACA Status