Reports overview
CCIS Payroll prints a number of management reports; monthly and quarterly federal, state and local tax worksheets; a unique company profile report; federal Forms 940, 941, 941-SS, 943 and 944; and state wage and withholding reports. This section describes the management reports and monthly and quarterly worksheets that are available.
In this section, you will learn:
• How to print the sick and vacation report.
• How to produce employee history.
• How to print registers.
• How to print an EEO-1 facsimile.
• How to print workers compensation worksheets.
• How to print Federal, State, Deduction and Local tax worksheets.
• About quarterly worksheet sets.
• How to produce EFTPS reports and letters to Clients.
All month, all quarter report
The All Month Report and the All Quarter Report are handy auditing tools. They show Gross Pay, FIT withheld, FICA and Medicare withheld, the sum of State 1 Tax plus State 2 tax, the sum of State 1 Disability plus State 2 Disability, and the sum of Local 1 plus Local 2 withholdings.
The reports also show FICA tips, Cafeteria plan deductions, Advance EIC, and, if the Client has a plan, the amount of deferred compensation.
The reports are detailed and totaled by employee and by the Client. They can include one employee, or all employees of a given type. They can be sorted three ways. Reports can be viewed on screen, or printed.
To print an All Month or All Quarter report:
1. Select the Reports link.
2. Select the Print button.
3. Choose All Month or All Quarter.
4. From the Specifications window,
a. Choose one employee, all employees, all W-2 employees, or 1099 & 3rd Party recipients from the Employees to Include list.
b. Choose the sort order from the Arrange report in order of list. The choices are:
• Last Name
• Pay ID
• The order the employees were entered c. Enter the number of copies.
5. Select Next.
6. Select the Stop button when done or at any time to stop.
To view an All Month or All Quarter report, 1. Select the Reports link.
2. Select the View button.
3. Choose All Month or All Quarter.
4. Select your options from the Specifications window.
5. Select Next.
The example below shows a portion of an All Quarter report.
6. Press the Stop button when done or at any time to stop.
Company profile report
The Company Profile Report is a two-page report. Page 1, the Employment by Job Category Report, is a direct copy of the EEO-1 report that many companies are required to file with the Equal Employment Opportunity Commission (EEOC). The report details employment by gender and ethnic background for the nine job categories that have been defined by the EEOC.
CCIS Payroll takes the Gender and Ethnicity from the Employee Master File. Job categories use the Job Class field as follows:
• Officials and Managers 100 series
• Professionals 200 series
• Technicians 300 series
• Sales workers 400 series
• Office and clerical 500 series
• Craft workers (skilled) 600 series
• Operatives (semi-skilled) 700 series
• Laborers (unskilled) 800 series
• Service workers 900 series
Within any series, the numbers 12 and 13 are reserved for Trainees. 12 denotes a White Collar Trainee, and 13 a Production Trainee. For example, a management trainee is coded 112.
Page 2 of the Company Employment Profile Report is entitled Employment by Worker Age. It analyzes the workforce by gender, ethnic background and age.
To print a Company Profile report:
1. Select the Reports link.
2. Select the Print button.
3. Choose Company Profile.
4. Enter the number of copies.
5. Select Next.
6. Select the Stop button when done or at any time to stop.
Earnings Report
The Earnings Report is a listing of a user-specified group of employees showing earnings by each income label. It reports one or any range of months. The report is arranged in order of Job Class. If you choose to categorize each employee according to the NCCI classification rules used by your state, this report should be useful when discussing and reviewing your Workers Compensation policy.
To print an Earnings report:
1. Select the Reports link.
2. Select the Print button.
3. Choose Earnings.
4. From the Specifications for Earnings Report window:
• Choose one employee, all employees, all W-2 employees, or 1099 & 3rd Party recipients from the Employees to Include list.
• Select a Start month from the list.
• Select an End month from the list.
• Enter the number of copies.
5. Select Next.
6. Select the Stop button when done or at any time to stop.
History
The History report is a specialized form of the Register report. It includes every transaction into an employee’s payroll over a time span that you specify in the current year. The report totals every employee, and also the Client. Client totals include liability information.
Histories can be printed or viewed. Printed Histories list each employee and can also show gross to net only or full details. Viewed Histories appear in Gross-to-Net format. You can learn the breakdown of a value by clicking on the value. Viewed Histories also contain the details of how and who created the entry.
To print a history:
1. Select the Reports link and then select the Print button.
2. Choose History.
3. From the Specifications for History Report window,
a. Choose one employee, all employees, all W-2 employees, or 1099 & 3rd Party recipients from the Employees to Include list.
b. Choose the sort order from the Arrange report in order of list. The choices are:
Last Name, Check number or Check date.
4. Enter a Start date and an End date.
5. Enter the number of copies.
6. Select Gross to Net only to limit the report details.
7. Select Next.
8. Select the Stop button when done or at any time to stop.
To view a history:
1. Select the Reports link.
2. Select the View button.
3. Choose History.
4. Select your options from the Specifications for History Report window.
5. Select Next.
6. Select the Stop button when finished or at any time to stop.
The example below shows a portion of the History report.
Register
CCIS Payroll produces registers for the current period, any month, any quarter, and the year.
Registers may be printed or viewed. They may include a single employee, all employees, only W-2 employees, or only 1099 and 3rd party recipients. They can be sorted in order of Pay ID, Last Name, Check number, or in the order that they were entered.
Printed Registers can show department totals only, or list each employee and can also show gross to net only or full details.
Viewed Registers appear in Gross-to-Net format. You can learn the breakdown of a value by clicking on the value. Viewed Registers also contain the details of how and who created the entry.
The example below is the show the report options window.
To print a register:
1. Select the Reports link.
2. Select the Print button.
3. Choose Register.
4. From the Specifications for Register Report window,
a. Choose one employee, all employees, all W-2 employees, or 1099 & 3rd Party recipients from the Employees to Include list.
b. Choose the sort order from the Arrange report in order of list. The choices are:
Pay ID, Last Name, Check Number or No sorting (the report prints in the order that employees were entered into the Employee Master file).
c. Choose a reporting period from the Reporting period list.
d. Enter the number of copies.
e. Select Gross to Net only to limit the report details.
f. Select Departments only to print the Department report.
5. Select Next.
6. Choose the Stop button when finished or at any time to stop.
To view a register,
1. Select the Reports link.
2. Choose the View button.
3. Choose Register.
4. Select your options from the Specifications for Register Report window.
5. Choose Next.
The example below shows how the report displays.
• To learn the makeup of Earnings, Taxes or Deductions, click in the field, and then click on the down arrow that appears.
• To learn how and when the record was created, click the Check Date field, and then click on the down arrow that appears.
• Press the Stop button when done or at any time to stop.
Sick, Vacation and Comp report
The Sick, Vacation and Comp report is a listing of taken and available hours for each of the 3 accruals. The report covers the current year. You can include one or all W-2 employees.
The report is a handy way to track time lost due to illness and to plan for vacations and accrue vacation and comp pay.
To print this report:
1. Select the Reports link.
2. Select the Print button.
3. Choose Sick, Vacation and Comp.
4. Choose One employee only or Regular (W-2) Employees from the Employees to Include list.
5. Choose the sort order from the Arrange report in order of list. The choices are:
• Pay ID
• Last Name
• No sorting (the report prints in the order that employees were entered into the Employee Master file).
6. Enter the number of copies and select Next.
7. Select the Stop button when finished or at any time to stop.