PRINT EMPLOYEE EARNINGS REPORT
Use this screen to print information relating to gross pay, tax withholding, deductions, contributions, and net pay that has been paid to each employee during the calendar year. You can use this report for a variety of information needs having to do with calendar year-to-date earnings. This report is not considered part of the system audit trail, although it is important in support of payroll reports filed with IRS and State governments.
Beginning January 1, 2013, the U.S. Internal Revenue Service (IRS) requires an employer to withhold Additional Medicare Tax on wages that are paid to an employee in excess of the IRS threshold amount (set at $200,000 in 2013). Costpoint has been updated for this requirement and now the Additional Medicare Withholding amount is stored in a separate column on the Employee Earnings table. As part of this enhancement, the Medicare Additional Amounts are included in this report.
You can review any of the information on the report on the Manage Employee Earnings History screen.
You can print this report any time year-to-date earnings information is required. Always print and review it at the end of each calendar year as part of closing the payroll year.
Multi-state tax functionality was added to a number of applications to allow the proper calculation of withholdings for employees who work in multiple states in a single pay period. Because of the new tables needed for multi state calculation, the Print Employee Earnings Report looks to a new table, EMPL_EARN_STATE, that can hold multiple state taxes for one paycheck.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Use this group box to select the ranges of pay cycles, check dates, and employees that you want to print.
Pay Cycles
Select the pay cycle for which this report is printed.
Options
This drop-down list provides the following range selections:
Start
If you selected One in the Options field, enter, or click 
to select, the pay cycle that prints.
Check Dates
Select the range of check dates for this report.
Options
This drop-down list provides the following range selections:
If you select One, the End field is disabled; if you select Range, you must enter a start and end date.
Start
Enter, or click 
to select, the starting check date for the range of checks you want to include in this report. The format for the date is MM/DD/YYYY.
End
Enter, or click to select, the ending check date for the range of checks you want to include in this report. The format for date is MM/DD/YYYY.
Employees
Use this group box to select the range of employees to include in this report.
Options
Use this drop-down list to select the range of employees you want to include in this report. Options are:
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All
-
One
-
Range
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From Beginning
-
To End
If you select All, the Start and End fields are disabled; if you select One, the End field is disabled; if you select From Beginning, the Start field is disabled; and if you select To End, the End field is disabled.
Start
If your range selection is One, Range, or To End, enter, or click to select, the employee name or employee ID with which you want to start.
End
If your range selection is Range or From Beginning, enter, or click to select, the employee name or employee ID with which you want to end.
Sort By
1st Sort
From the drop-down list, select the primary option for sorting the report information:
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Home Organization — Select this option to sort the report by the home organization that is assigned to the employee in the Salary Info and History table in Costpoint Employee. If your 1st Sort is by Home Organization, you must then select either Employee Name or Employee ID for your 2nd Sort. The report prints all levels of the organization.
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Employee Name — To sort the report by employee name, select this option.
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Employee ID — To sort the report by employee ID, select this option.
Home Organization information and Home Organization Totals only display on reports when you select Home Organization in the 1st Sort field.
2nd Sort
You can change the selection in this group box only if you print this report by Home Organization as your 1st Sort. If you select Employee ID or Employee Name for your 1st Sort, the default option of None for this group box cannot be changed.
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Employee Name — Select this option to print the report by employee name for employees within an organization. If you select Employee Name or Employee ID for your 1st Sort, this option is disabled.
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Employee ID — Select this option to print the report by employee ID for employees within an organization. If you select Employee ID or Employee Name for your 2nd Sort, this option is disabled.
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None — This option is disabled if your 1st Sort is by Home Organization. In that case, you must select either Employee Name or Employee ID for your 2nd Sort. If you select Employee Name or Employee ID for your 1st Sort, this option is the only available choice.
Options
Report Format
Use this drop-down list to select the report format to be printed. Three report formats are offered with three levels of report detail.
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Employee Summary — Select this option to summarize paycheck information for the applicable employees. All paychecks that fall within the specified date range are included in the employee's summary record. A summary line displays the employee's total hours, earnings, labor, deduction, contribution, and workers' compensation amounts. This report saves paper by combining an employee's paycheck records into one record and by allowing more than one employee record to print on a page.
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Check Summary — Select this option to summarize detail information for each paycheck for the applicable employees. All paychecks that fall into the specified date range are printed on this report with a line displaying the paycheck's summarized hours, earnings, labor, deduction, contribution, and workers' compensation information. An Employee Totals page, a Report Totals page, and an Organization Totals page are also printed. This report gives you a summary detail of each paycheck while keeping the report to a minimum by summarizing information rather than listing details.
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Check Detail — Select this option to print detail information for each paycheck for the applicable employees. All paychecks that fall into the specified date range are printed. This report differs from the Check Summary option report because it lists each pay type, deduction, contribution, and workers' compensation code with its corresponding amount. As with the Check Summary option report, an Employee Totals page, a Report Totals page, and an Organization Totals page are also printed. This report is detailed and can be quite lengthy.
Employee Status
Select one or more check boxes in this group box to indicate which employee status is included in the report.
Active
Select this check box to include employees who are designated Active in the Status field of the Manage Employee Information screen.
Inactive Accruing Leave
Select this check box to include employees who are designated Inactive Accruing Leave in the Status field of the Manage Employee Information screen.
Inactive
Select this check box to include employees who are designated Inactive in the Status field of the Manage Employee Information screen.
Family Medical Leave
Select this check box to include employees who are designated Family Medical Leave in the Status field of the Manage Employee Information screen.