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academy:augusttrsreportingchecklist:4

Create user-created report

Log on to the next year pay frequency.

Payroll > Reports > User Created Reports

It is recommended to create a user-created report to identify employee contract begin dates in late July or August and their corresponding calendar codes. This report will be used in a later step to copy 10-month employees starting in those months (who won't receive their first paycheck until September) to the current year. Employees starting in September should not be included in this copy process.

User Created Report

❏ Select Active Employees Only to only include active employee records on the report.

❏ Under Employee Demographic, select Employee Nbr, First Name, and Last Name.

❏ Under Job Information, select Contract Begin Dt.

❏ Click Create Report to generate the report.

After you create the report, use the Sort/Filter options to sort by the Contract Begin Dt .

academy/augusttrsreportingchecklist/4.txt · Last modified: 2024/06/07 14:32 by emoreno