Payroll Insurance Report by Project screen

Use the Payroll Insurance Report by Project screen to create a report of selected insurance reporting categories by project for a selected range of check dates. You can select up to 10 insurance Fringe and Deduction Reporting Categories screen on the report; however, the sum of categories 8 through 10 is shown in the Other column. The report only includes employees assigned to pay systems to which you have access. You can print or save this report.

Note: To open the Payroll Insurance Report by Project screen, click Employees > Reports > Payroll Insurance Report by Project in the All Tasks pane.

You can control the output of the Payroll Insurance Report by Project by entering details in one or more of the following fields on the Options tab:

  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, click to select the version to use for this report. If you haven't modified the report, this field doesn't appear.

  • Check From Date - Enter the starting payroll transaction date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula.

  • Check Through Date - Enter the ending payroll transaction date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula.

  • Project Company - Click to select one or more companies for the report. If no companies are selected, all companies appear in the report. Note this is the company for projects shown in the report, which may be different than the payroll company.

  • Division - Click to select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.

  • Project - Click to select one or more projects for the report. If no projects are selected, all projects appear in the report.

  • Insurance Type - Click to select the insurance type for the report. Select All to show all insurance types in the report.

  • State/Province Tax Authority - Click to select one or more state or provincial tax authorities for the report. If no tax authorities are selected, all tax authorities appear in the report.

  • Payroll Insurance Policy - Click to select one or more payroll insurance policies for the report. If no payroll insurance policies are selected, all payroll insurance policies appear in the report.

  • Insurance Category 1 - Click to select the first insurance category you want to show in the report.

  • Insurance Category 2 - Click to select the second insurance category you want to show in the report.

  • Insurance Category 3 - Click to select the third insurance category you want to show in the report.

  • Insurance Category 4 - Click to select the fourth insurance category you want to show in the report.

  • Insurance Category 5 - Click to select the fifth insurance category you want to show in the report.

  • Insurance Category 6 - Click to select the sixth insurance category you want to show in the report.

  • Insurance Category 7 - Click to select the seventh insurance category you want to show in the report.

  • Insurance Category 8 - Click to select the eighth insurance category you want to show in the report. Categories 8 through 10 are shown combined in the Other column in the report.

  • Insurance Category 9 - Click to select the ninth insurance category you want to show in the report. Categories 8 through 10 are shown combined in the Other column in the report.

  • Insurance Category 10 - Click to select the tenth insurance category you want to show in the report. Categories 8 through 10 are shown combined in the Other column in the report.

  • Detail Level - Select Employee to show payroll insurance information by employee. Select Payroll Check to show payroll insurance information by employee and payroll check.

    Tip: You can use the Modify Reports screen to customize the format and layout of this report.

For information on running the report, see Run and Print Reports.