Payroll History Report

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The Payroll History Report [prhist] generates a complete listing of an employee's Payroll history.  The report can also include multiple employees or all employees' Payroll history in the database.  You can view the employee's Payroll data through the many selection criteria and sorting options listed on the report screen.  At the end of each employee listing, PSL3 prints a Distribution Summary in account order, followed by a Check Line/Stub Summary.

 

Please note the Payroll History Report [prhist] displays only the Payroll transactions that were interfaced in the Load/Interface C&C Payroll Invoice [printr] screen.  It does not show Payroll entries manually created in Payroll Entry [prent].

 

 

Open:

 

To access the Payroll History Report [prhist], click the 'P/R' module from the menu tree (see following screen shot).

 

The Payroll History Report [prhist] is also located in the 'Report' module under the 'Payroll' sub-folder.

 

You can also access this screen by typing the screen or acronym name in the blue prompt bar located above the 'Setup' menu.  Then, press Enter.

 

 

 

The screen then appears.

 

 

 

To select criteria, press the F2 Key or right click in most fields to make your selection. You can also simply type in the criteria in the allotted fields. If you wish to include all criteria information, leave all fields blank except for any white colored fields as white fields are required before proceeding in PSL3.

 

 

From and To:

 

P/R Check Number - Payroll Check Numbers to include in the report. To restrict the report to only include information for a single Payroll check, input the same Payroll Check Number in both the From and To fields. To select all Payroll checks, leave both fields blank.

 

Employee Number - Employee Numbers to include in the report.   To restrict the report to only include information for a single employee, input the same Employee Number in both the From and To fields. To select all employees, leave both fields blank.

 

Week Ending - Payroll Week Ending dates to include in the report as PSL3 is date-driven.  This is the date marking the end of a weekly pay period. To restrict the report to only include information for a single date, input the same Week Ending date in both the From and To fields. To select all dates from inception to future, leave both fields blank.  Press the F2 Key or right click in either date field for the calendar selection to appear.

 

 

 

 

Selection Criteria:

 

Press the F2 Key or right click in any of these fields (SSN, Reference #, Production, Company Code, Payroll Company and Free Field(s)) to choose the necessary codes if they don't already default.  Some fields allow you to choose multiple codes for a particular field in which you can press the F2 Key or right click in that field and hold down the Control Key while simultaneously using your mouse to select.  By making a selection, this isolates the report to only display items based on the code(s) selected.

 

 

Report:

 

'Employee Sort Order', 'Check Sort Order' and 'Format' are all sorting options available for you to select per your preference.

 

 

Multiple Currency:

 

Source Currency - If you have more than one currency in your database, you can choose to include only transactions denominated in one currency, two, three, etc., or all currencies.  To choose multiple Currency Codes, press the F2 Key or right click in the field and hold down the Control Key while simultaneously using your mouse to select.  Each currency in your database and its conversion rate are listed in the report heading.

 

Target Currency - Base currency set up in the System Control Information Entry [suctrl] screen located in the 'Setup' module defaults.  This Currency Code is what all transactions are converted to on the report.  Each currency in your database and its conversion rate are listed in the report heading.

 

 

Print/Preview the Report: Located in the top right hand corner of the screen, you can choose the following options to generate the report:

 

Print - Opens the Print Dialogue box and sends the report directly to the printer.

 

Preview - Generates a PDF format report and appears instantly on your screen.  You are still able to print from the PDF format.