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Trace: • travelsetupdaoptions • update_fiscal_for_distributions • Create user-created report • w2_create_submission_file • Generate the comparison report
academy:augusttrsreportingchecklist:4

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academy:augusttrsreportingchecklist:4 [2020/08/11 18:45] – created emorenoacademy:augusttrsreportingchecklist:4 [2024/06/07 14:32] (current) – emoreno
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 ====== Create user-created report ====== ====== Create user-created report ======
  
-<color #ed1c24>**Log on to the next year payroll frequency.**</color>+<color #ed1c24>**Log on to the next year pay frequency.**</color>
  
-[[humanresources:reports:usercreatedreports:hrreport|Human Resources > Reports > User Created Reports > HR Report]]+[[payroll:reports:usercreatedreports:hrreport|Payroll > Reports > User Created Reports]]
  
  
-**It is recommended** to create a user-created report to identify employee contract begin dates.+**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. 
 + 
 +{{:general:august_trs_process_step_4.png|User Created Report}}
  
-{{:academy:augusttrsreportingchecklist:user_created_report.jpg|Human Resources User Created Report}} 
  
 VCV Select **Active Employees Only** to only include active employee records on the report. VCV Select **Active Employees Only** to only include active employee records on the report.
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 VCV Click **Create Report** to generate the report. VCV Click **Create Report** to generate the report.
  
-After you create the report, you can sort by the **Contract Begin Dt**. +<div indent>After you create the report, use the Sort/Filter options to sort by the **Contract Begin Dt** .  
 +</div>
  
  
  
  
academy/augusttrsreportingchecklist/4.1597171500.txt.gz · Last modified: 2020/08/11 13:45 (external edit)

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