Print Month-End Union Reports Print Month-End Union Reports
This option allows the printing of a great deal of detailed information or a summary report. This report may also be helpful in the event of an audit of union transactions. Don't be afraid to experiment with the report limits and print various reports to see which will be the most efficient.
When Print Month-End Reports on the Payroll Union Menu is selected, the following screen comes into view.
Click on any column header to sort the listed items. This will be useful when the list of reports has grown.
Add or Change (button)
To modify the information used in generating the report, press the Add button or highlight the desired report title and press the Change button. For more information, see Add or Change a End of Month Union Report.
Press the Delete button and the following screen comes into view. Press the Yes button and the highlighted record will be deleted and the previous screen comes into view. If the No button is pressed, the program returns to the previous screen.
To print a report, press the Print button. For more information, see Printing Reports.
Report Description: Month-End Union Report
Report Sample: Month-End Union Report
Note: If the message "Nothing to Print" comes into view when the Print button is pressed, there are two main causes:
A. There is no information within the selected limits. Remove all limits, then one at a time reinsert the limits. If the report still will not print, insert a new report title.
B. No report title is selected. The report title is used to store the selected limits. A report title must be selected in order for the report to print.
This button closes the program and returns to the main screen.
Add or Change End of Month Union Report
To Add or Change an End of Month Union Report, press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. Several limits may be set to narrow the list down to a very small range of options.
Report Title
Enter the title of the report.
User
Enter the User ID of the report creator.
Lock (check box)
If this option is selected, only the User listed in the User field can change or delete this report.
Choose which Union (or range of Unions) should be included on the report. Enter the numbers of the first and last Unions to be included on the report. If only one Union is desired, enter the same number in both the From and To fields. If all unions are to be printed, select the All option.
All, Range, List (radio buttons)
Select the All radio button to ignore Union reporting limits and include All Unions. Select Range to enter a range of Unions in the From and To fields. Select List to report on a list of selected Unions.
These fields will be available if the Range radio button is selected.
From
Selects the first union in a range of unions or a single union. To select a limited number of unions, enter the first union number in the range of numbers or press the lookup button and the Union screen will come into view. Highlight the desired union and press the Select button.
To
Selects the last union in a range of unions or a single union. To select a limited number of unions, enter the last union number in the range of numbers or press the lookup button and the Union screen will come into view. Highlight the desired Union and press the Select button.
Edit Union List (button)
Click the Edit Union List button to add or remove Unions from the list of Unions to be included in the report. The following screen will come into view.
Retrieve a Saved List / Save This List for Future Use (buttons)
Use these buttons to save the current list of included records for future use, or to retrieve a previously saved list. See Saved Report Limit Lists for more details.
Available Records
All Available Unions that are not included in the list are displayed in these columns.
Included Records
All Included Unions are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.
Use this section to limit the report by employee. Use the Range setting to set a range of employee numbers. Use the List setting to specify a list of employees to be included.
All, Range, List (radio buttons)
Select the All radio button to ignore Employee reporting limits. Select Range to enter a range of Employees in the From and To fields. Select List to report on a list of selected Employees.
From
Selects the first employee in a range of employees or a single employee. To select a limited number of employees, enter the first employee's ID number or name in the range of numbers or press the lookup button and the Employees screen will come into view. Highlight the desired employee and press the Select button.
To
Selects the last employee in a range of employees or a single employee. To select a limited number of employees, enter the last employee's ID number or name in the range of numbers or press the lookup button and the Employees screen will come into view. Highlight the desired employee and press the Select button.
Edit Employee List (button)
Click the Edit Employee List button to add or remove Employees from the list of Employees to be included in the report. The following screen will come into view.
Retrieve a Saved List / Save This List for Future Use (buttons)
Use these buttons to save the current list of included records for future use, or to retrieve a previously saved list. See Saved Report Limit Lists for more details.
Available Records
All Available Employees that are not included in the list are displayed in these columns.
Included Records
All Included Employees are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.
Select Dates (check box)
Activates the ranges defined on the next lines if the box is checked. This option may be used to limit Period End or Check dates to a particular date or range of dates. To limit the report to a particular range, select whether the limit will be based on Period End Date or Check Date, then enter the first and last dates of the desired range. To limit transactions to a single date, enter that date in both the From and To fields.
Period End Date / Check Date (radio button)
Indicate whether the date limits for the report are based on the Pay Period End Date or the Check Date.
From
Selects the first date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.
To
Selects the last date in a range of dates or a single date. Enter the date or press the lookup button and a Calendar will come into view. Highlight the correct date and press the OK button.
The report can be limited by a range of Fringe Benefit Tables or by a single Fringe Benefit Table. If the Select Tables box is unchecked, all Tables will be included on the report.
Select Tables (check box)
Activates the ranges which are defined on the next lines. To limit the Tables printed, check this box and enter the Table number in the From and To fields.
From
Selects the first Table in a range of Tables or a single Table. To select a limited number of Tables, enter the first Table number in the range of numbers or press the lookup button and the Union Fringe Benefit Table Lookup screen will come into view. Highlight the desired Table and press the Select button.
To
Selects the last Table in a range of Tables or a single Table. To select a limited number of Tables, enter the last Table number in the range of numbers or press the lookup button and the Union Fringe Benefit Table Lookup screen will come into view. Highlight the desired Table and press the Select button.
This item can be very important to a union contractor. Often, a union may request only a monthly report on each employee’s hours worked. Normally, a summary report will be printed. It is the default selection. A Detail report may be printed if desired. Choose one of the following two options.
Summary (radio button)
Summary reports include only the employee's hours.
Detail (radio button)
Detailed reports include all employees' hours and wages.
Specify whether the report is to be printed in employee order or by fringe type.
Employee (radio button)
If this option is chosen, the report will be printed in employee alphabetical order.
Fringe Type (radio button)
If this option is chosen, the report will be printed in numerical order.
Specify whether the report is to be printed filtered to include payroll transactions charged only to a single job.
Indicate whether the full Social Security Number of each employee should be included on the report.
Portrait (radio button)
Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.
Landscape (radio button)
Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.
These options allow the user to select how the report items will be sorted
By Employee Id (radio button)
Select this option to sort the report by Employee Id.
By Name (radio button)
Select this option to sort the report by Employee Name.
Include Taxable Fringes (check box)
Specify if taxable fringes are to be included at this point. If the box is checked, Taxable Fringes will be included in the Gross Wage.
Readability Bars (check box)
Select this option to add Readability Bars to the generated Report. Click the color box to select the Readability format. The following screen will come into view.
Select the Readability Bar color or press the Define button to select a Custom Readability Bar color.
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.
Report Description- Month-End Union Report
This report is useful in the event of an audit of union transactions. The total regular and overtime hours worked are listed. All the unions, fringe names and number (types, rates and union contribution) are listed for each employee.
Report Sample- Month-End Union Report
