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Reports by Topic

The system contains hundreds of reports and listings. Because this can be a bit formidable, the following guide should help isolate reports you wish to run. Your organization, the Role that you use to access the system, and your user security group assignment, determine what is available.

To help you find a report, system reports are grouped by topic and category in the following list.

By Topic

• Administration Tables – Category contains specially requested or highlighted reports for your company.
• Benefit Plans – Subject. A benefit report will only contain benefit information. See Personnel and Payroll report categories for benefit reports.
• Equal Employment Opportunity Compliance – Subject. Report will only contain EEO compliance information. See the HR Compliance category for EEO reports.
• Employees – Subject. Report contains static data from the employee information without date ranges or history. See the Administration Tables, HR Compliance, Personnel, and Payroll categories for employee reports.
• Finance – Category contains General Ledger (GL) and Check Reconciliation reports.  Note that General Ledger must be processed before producing GL reports.
• HR Compliance – Category contains generic HR and Equal Employment Opportunity Compliance (EEOC) reports.
• System Forms – Category contains generic forms and the COBRA notification letter and election form.
• Payroll – Category contains reports for static payroll information and data on posted payrolls. Includes workers' compensation reports and wages and taxes by reporting period.
• Personnel – Category contains additional reports regarding benefits and static employee data.
• Payroll Verification / Pay Run Reports – Contains summary and detail reports for un-posted payrolls in process. These reports are based upon working tables and change with each pay run.
• Timekeeping – Category includes reports on self-service weekly timesheets.
• Tax Forms – Monthly, quarterly, and annual tax forms. (W-2 and 1099-MISC forms are in the Payroll category.)
• Validation Tables – Provides printed listings of data contained in Validation Table selection lists throughout system.
• Workers' Compensation – Subject. See Payroll category.