Built-In Report - Employee Summary
Click the drop down arrow next to the word Reports
Click Built-In
Click Employee
Click Employee Summary
Have your company show in the Select Company field
If you need the report for a custom range, put a bullet in the Custom Range
Either select a pay run or enter (or click the calendar) the From and To dates desired for the report
If you would rather select from a year, quarter, etc. put a bullet in the Predefined Range
Select the frequency
Make your selection for the type
Click Run
Below is the type of information that you would see
Click Export to PDF
Related Articles
How to Change an Employee's Withholding
Click Employees Click on the name of the employee in blue Click EE Taxes Click Inline Edit Enter in the dollar amount that the employee enters on Step 3 of the W4 in the Exemptions box If the employee noted any extra withholding to be held, enter ...
How to Add a New Employee
1.) Click Employees 2.) Click New Employee in blue 3.) Any item with a red line in front of it needs to be populated for an employee to be created. However if there isn’t a red line it still may be needed for you to do payroll (ex. wage).
How to Change an Employee Deduction
1.) Click Employees 2.) Click on the employees’ name in blue 3.) Click Deductions 4.) Click Inline Edit 5.) Click Employees 6.) Click on the employees’ name in blue 7.) Click Deductions 8.) Click Inline Edit - If you need to update the ...
How to View W2's (in Employee List)
Click Employees Click the drop-down arrow under Active Employees by Company Click All Employees W2 Under W-2's, click on the year of the W2 to view and print if desired
Processing a Manual Check
1) Go to the Payroll tab. 2) Set the Company & Dates. The manual check will be processed with the next actual payroll. So, enter those dates. Don’t forget to Save. 3) Go into Enter Payroll. 4) Click the Manual Checks button. 1) An alternate ...