Best Payroll Reports
2010/2011
Assignment Reports
 Payroll Assignment/HR Position Compare EIS.997
 Run each payroll to make sure payroll assignments (PAY.345) match H/R
positions (F11)
 Compare Teacher & Sub Grade/Step CHKTOCGRAD
 Run each payroll to make sure SUB/TOC assignments stay current with
regular teaching assignments
 Compare Assignment FTE/Alt Rates (F2) PAY.566
 Run each payroll to make sure absence FTEs for accrual are accurate to
assignment and F2 FTE
 Compare master deductions to run# PAI.514
 Run after each payroll to find Cas/Eas etc. who did not pay for benefits
 Annual Salary Report PAY.340TC
 Used for budgeting and to report current employee amounts and accounts
being charged
 Canada Life Insurance File PAI.507
 Builds a electronic file/report for benefit providers
Pay Reports
 Employee Pay Detail Report PAI.505
 Employee pay profile, overtime listing, travel allowance listing
 Summary Pay Journal PAY.796
 Calendar date totals by Pay code (pay table and addenda codes)
 Perfect for T4 balancing, gross pay totals, Stats Can
 Schedule of Payment to Employees PAY.991
 Employees paid > $50,000, Public Bodies (BC)
 *New* Employee Pay/Deduction Profile PAY.563
 Perfect for final adjustments as combines payment details/summary, deduction
summary and service into a single report
 Payroll Accum Listing PAI.805
 Yearend CPP/EI errors, net pay totals
 Payroll Run Summary by Employee PAI.645
 Build file for retro calculations
 WCB Report Listing PAI.819
 Monthly, quarterly, annually to balance WCB amounts
Deduction Reports
 Payroll Deduction Register PAI.804
 Balance and report deductions/benefits each payroll and/or monthly
 Summary Deduction Journal PAY.795
 Calendar date totals by Deduction code
 Perfect for T4 balancing, employee/employer totals, monthend benefits
 *New* Employee Pay/Deduction Profile PAY.563
 Summarizes deductions per employee across any date range
 Perfect for final adjustments as combines payment details/summary, deduction
summary and service into a single report
 Use the report writer EIS.530
 to find employees missing a deduction code (TRAF)
Accounts Reports
 Payroll Account History Report PAI.516
 Who charged to an account(s), where did an employee charge to, charge summary by
account for June A/P journal entry, fiscal account charges
 HR Position/Payroll Assignment/Finance Compare POS.997
 Run each payroll to make sure payroll assignments (PAY.345) match H/R
positions (F11) match position accounts
 Build A/R Invoices from Payroll PAI.910
 Run each month to directly bill customers for specific employee wages
 Build A/R Invoices from Sub Records SUB.910
 Run each month to directly bill customers for specific employee wages
Absence Reports
 Employee Time Absent Detail Listing PAI.502
 Complete absence profile with all details, accrual details, bank and reason totals
 Typically run for single employees or for a supervisor group of employees
 Employee Missed Detail Listing PAY.592
 Same as PAI.502 with less information (no account, no replacement)
 Find Me Who PAI.504
 Who has taken over 10 days this year, who has used all of their discretionary time, list
of current vacation balances ….
 Employee/Absence Grid List PAY.596
 List all of the employees in my school (or who I supervise) and their total time taken
this year for Sick, PD, Bereavement, Discretionary, Other
 *New* Vacation Planner Calendar PAY.594
 List me all of my custodians and their vacation bank and used in a calendar format so I
can effectively see how many are away on any given week/day
 Employee Earned/Used Profile (OTBANK) PAI.522
 List me all of my maintenance employees and their overtime details accrued and used
 Absence Absence Bank Liability PAI.509 PAI.512
 List of all employees vacation banks and their liability amounts $$
Absence Reports
 NEW ITEM: Vacation Planner - PAY.594
Looks in Sub Records and history to display which
staff are already booked off on days.
Absence Reports
 Absence Code Profile PAY.598
 Report perfect attendance, exclude long term sick, and provide absence benchmarks
per employee group. Can then establish standards and tag employees exceeding these
standards
 Employee Absence Short/Long Occurrences
 Report employee 1,2,3,4 and 5 day absences as well as long term absences ?
Missing Reports
 What Report options are missing ?
 Are you pulling out the calculator or using a spreadsheet to
total amounts for monthend and/or per payroll ?
 Some of you are using queries, are these easy enough to use
or do they need to become CIMS report options ?