Overview Checklist

Access

Data Extraction

Data Formatting

Data Extraction Steps

Employee Demographics

1. Navigate to the green banner at the top and select Reports → Report Center → Advance Report Writer

2. From the dropdown select Employee

3. Use the search bar to find and select the following:
1. Found under Employee Information
1. Legal First Name
2. Legal Last Name
3. Legal Middle Name
4. SS Number
5. Work location
6. Employee Status
7. Residence Address
8. Residence City
9. Residence State
10. Residence Zip Code
11. Email (Personal and Work)
12. Work location Address
13. Work location City
14. Work location State
15. Work location Zip
2. Found under Dates
1. Date of Birth (MM/DD/YYYY)
2. Hire Date
3. Termination Date

4. On Tab 4: Review and select correct client code (if applicable)

5. Generate report in CSV or Excel format

Direct Deposit

1. Go to Reports → Reports → Report Center → Advance Report Writer

2. From the dropdown select Employee

3. Under Employee Information: Select Employee name

4. Direct Deposit Box: Select ALL

5. Select the following:
1. payroll profile
2. Active employees

6. Generate report as an xlsx

Earning Rates

1. Go to Reports → Search for: Scheduled Earning Report
1. Select ALL earnings
2. Select ALL payroll profiles
3. Generate as xlsx

Withholdings

1. Got to Reports → Advanced Report Writer

2. From the dropdown select Employee

3. Select the following:
1. Tab 1
1. SS Number
2. Employee Name
3. Federal: select all fields
4. State: select all fields
5. Local: select all fields
2. Tab 2
1. Payroll Profile Code
3. Tab 3: skip
4. Tab 4: Generate as xlsx

Deductions

1. For Garnishments
1. Reports → Report Center → Garnishments
2. Select date/QTR
3. Labor Allocation → Payroll Profile code → Select Store
4. Generate Report as xlsx

2. For Deductions
1. Reports → Report Center → Scheduled Deductions
2. Select all deductions
3. Employee Status: A/T
4. Under Labor Allocation: Select all profile codes
5. Generate report as xlsx

Historical Payrolls

1. Go to Reports → Report Center →Labor Allocation Detail Report

2. Select XLSX

3. Include ALL distributions

4. By Transaction/Pay Date: Select QTD

5. Selected Clients: Payroll profile

6. Employee Filters: Legal Name

7. Generate Report

1. Go to Reports → Report Center →Labor Allocation Detail Report

2. Select XLSX

3. Include ALL distributions

4. By Transaction/Pay Date: select Historical Transaction
1. Historical Transaction is by pay date, multiple pay dates can be selected as needed

5. Selected Clients: Payroll profile

6. Employee Filters: Legal Name

7. Generate Report
 

Tax Returns:

1. Go to Reports → DocVault → Tax Documents

2. Click view file next to each Quarterly Tax packet needed

• If starting in Q1, pull the prior quarter's return (Q3 or Q4) to confirm tax information.

• If starting mid-year, pull every closed quarters return in the current year.

Data Formatting