MASTER REPORTS MENU









Master Reports

MM Main Menu

ML MASTER LIST - all employee information.

EC EMPLOYEE CODES - Employee Code Key.

AD ADDRESSES, social security numbers, & depts.

FS FILING STATUS, exemptions, & rates.

YE YEAR-TO-DATE EARNINGS & taxes withheld

RL EMPLOYEE RECORD LIST - in record # order.

EL EMPLOYEE LABELS

D1 DATA INPUT sheet: general purpose

D2 DATA INPUT sheet: restaurants









Your selection, please: EC







MASTER REPORTS

The Master Reports program provides several reports of the contents of Employee master file for Payroll and other purposes. All Master Reports may be optionally Date and/or Time-Stamped: this is controlled for all reports by a selection in the Company Record (CO on the Main Menu).

ML EMPLOYEE MASTER LIST



Provides a listing of all employee data in the master file under the PUBLIC and PAY & DEDUCTION classifications. This information includes all name, address, and deduction information as well as hire and termination dates. Except for actual current hours data, this includes all parameters necessary for calculating taxes.

EC EMPLOYEE CODES



Provides a convenient listing of employee names and numbers only. This listing is useful during payroll data entry as a reference to determine correct employee ID's if they are missing from time cards or other hours collection documents.



AD ADDRESSES, SOCIAL SECURITY NUMBERS, & DEPARTMENTS



Provides a convenient listing of basic employee information for general management reference.

FS FILING STATUS, EXEMPTIONS, AND RATES



Provides a listing of employee W4 information for quick verification by Payroll or Personnel departments.

YE YEAR-TO-DATE EARNINGS & TAXES WITHHELD

Provides a convenient way to make sure that payroll data is being accumulated correctly for each employee.

RL EMPLOYEE RECORD LIST - IN RECORD # ORDER

Provides a way to verify that each employee's record is unique and represents the same employee when changes of name during the year might make verification difficult.

EL EMPLOYEE LABELS



Provides address labels on standard one-wide, two-wide, or three-wide label stock.



D1 & D2 DATA INPUT SHEETS



Provides a convenient means to gather hours data for the next payroll period. The D1 version provides one line per pay category for each employee. The D2 version provides four items broken down into "Regular", "Overtime", and "Tips".



OPERATOR-CONTROLLABLE SCROLLING



The speed with which the screen displays any of the reports may be controlled by pressing the numeric keys 1-9. Higher numbers speed up the report, low numbers slow it down. Repeated pressing of a number will exagerate the effect.



PAUSE AND ONE-KEY CANCEL



You may stop the printout of a report by depressing any alphabetic key (including the space bar). If output is to the screen, the printing will simply freeze with no message (a message would disrupt the display). If output has been directed to the printer, the report will pause with the prompt:

-Pause: 'X' or 'C' to Cancel: any other key to Resume -





In either case, respond with X or C (x or c also work) to cancel the report, or any other key to resume. If you press 'X' or 'C', you will be asked to confirm your choice:

Do you wish to stop the program (y/n)?





If you answer "Y", the report will be cancelled and the program will return to the Main Menu. If you answer "N", the report will continue to print normally.





SELECTING AND SETTING UP A REPORT



Regardless of which selection you choose, the following will be displayed:

Do you want printer output (Y/N) ?





If you choose Y, make sure your printer is on-line and ready to go. If you choose N, the output will be sent to your terminal.

If you have generated alternate access keys using the utility program, you also have an option as to the sequence of the report. You will be asked:

The alternate keys are sorted by xxxxxxxxx

Do you want the report printed by xxxxxxxxx (Y/N)



You may answer either Y or N. If you choose Y, the report will be printed in the sequence you have selected. See the section on the utilities for more information on alternate sequence. If you answer N, the report will be printed in employee ID order.



The AD, YE, and D2 reports each require more than 80 columns. You should either load wide paper in your printer, or set your narrow printer to its Compressed Print mode. For these reports, Payroll will ask:

Use Compressed Print (y/n)







If you have set the COMPRESSED PRINT ON and COMPRESSED PRINT OFF control code strings in the Company Record, you can have the program put your printer into Compressed Print mode automatically by answering "Y" to this question. If you have not set these control code strings appropriately for the printer you are using, you should answer this question "N".

Enter date of payroll period (just ENTER if current period) > ?







You can select the subject pay period for the report you have selected. Enter the ending date of a previous pay period for which there is a PRmmddyy.PAY file in the current directory. Note that the system cannot recognize the current pay period by date if you have not yet Initialized it: in this case, you must hit ENTER to obtain a report from the current pay period.



EMPLOYEE LABELS



If you have selected Employee Labels, you will be asked the following additional questions:

Enter Number of Labels across Page (1-3) > ? 2



LASER Labels (1 x 2.75 in) instead of Tractor Feed (1 x 3.5 in) ? (y/n) ? N



Include Employee ID & SSN (y/n) ? N





The first two questions are used to determine the type of label stock being used. The third question determines whether the first line of the label will contain the employee's ID and Social Security Number.




SAMPLE REPORTS


*** 05-10-1990 @ 12:28:26 ***

Midwest Manufacturing Co. EMPLOYEE I.D. CODES PAGE 1

FOR PERIOD ENDING 1-15-89



RECORD# I.D. NAME STATUS

==========================================================================



4 BAC CLINTON, BRUCE A. >1 YR

1 HWJ JOHNSON, HAROLD W. >1 YR

3 MJW WEAVER, MARY JANE >1 YR

2 TWM McINTYRE, TIMOTHY W. >1 YR







*** 05-10-1990 @ 12:29:04 ***

Midwest Manufacturing Co. EMPLOYEE MASTER LIST PAGE 1

FOR PERIOD ENDING 1-15-89

EMPLOYEE CODE SOC. SEC. # DEPT MARITAL

EMPLOYEE NAME PAY UNIT PERIOD

DATE HIRED LAST PAID TERM DATE

FED CTRL FED EXEM EI CREDIT

memo STATE CTRL STATE EXEM STATE

FICA SAL CAT LOCAL

==============================================================================

BAC (>1 YR) 000-11-2222 Mgmt Married

CLINTON, BRUCE A. 1830 Salaried 24 /Yr

3451 PLEASANT VALLEY LN. 6-20-68 1-15-89 0- 0- 0

OVERLAND PARK, KS 66207 REG 0 NO

Wife's name: Betty REG 0 CALIFORNIA

Birthday: 7-15-85 YES REGULAR No Local

Children: William, Mary Insurance 5.40 $ A

Annuity 102.00 $ B

Savings C 1.00 % C

------------------------------------------------------------------------------

HWJ (>1 YR) 499-55-6666 Production Married

JOHNSON, HAROLD W. 1200 Salaried 24 /Yr

3467 W. 54th St. 3-15-74 1-15-89 0- 0- 0

ROELAND PARK, KS 66206 REG 4 NO

Wife's Name: Helen REG 0 MISSOURI

Birthday: 61742 YES REGULAR No Local

Children: Tom Insurance 5.61 $ A

Promoted: 5-12-83

Savings 2.00 % A

Uniform 4.50 $ A

------------------------------------------------------------------------------

MJW (>1 YR) 333-44-8765 Clerical Married

WEAVER, MARY JANE 7.15 Hourly 24 /Yr

13 E. 65th St. 2-15-82 1-15-89 0- 0- 0

KANSAS CITY, MO 66113 REG 1 NO

Husband's name: Henry REG 1 MISSOURI

Birthday: 4-25-60 YES No Local

Insurance 3.15 $ A

------------------------------------------------------------------------------

TWM (>1 YR) 123-45-6000 Production Married

McINTYRE, TIMOTHY W. 850 Salaried 24 /Yr

6746 E. 54th St. 5-16-83 1-15-89 0- 0- 0

KANSAS CITY, MO 64111 REG 2 NO

REG 1 MISSOURI

YES REGULAR No Local

Annuity 100.00 $ B

Savings C 100.00 $ C

------------------------------------------------------------------------------





*** 05-10-1990 @ 12:32:23 ***

Midwest Manufacturing Co. EMPLOYEE ADDRESSES PAGE 1

FOR PERIOD ENDING 1-15-89

EMP I.D. DEPT EMPLOYEE NAME SOC. SEC. # ADDRESS

-------------------------------------------------------------------------------------------------------------------



BAC 1 CLINTON, BRUCE A. 000-11-2222 3451 PLEASANT VALLEY LN. OVERLAND PARK, KS 66207

HWJ 3 JOHNSON, HAROLD W. 499-55-6666 3467 W. 54th St. ROELAND PARK, KS 66206

MJW 2 WEAVER, MARY JANE 333-44-8765 13 E. 65th St. KANSAS CITY, MO 66113



TWM 3 McINTYRE, TIMOTHY W. 123-45-6000 6746 E. 54th St. KANSAS CITY, MO 64111







*** 05-10-1990 @ 12:27:25 ***

Midwest Manufacturing Co. FILING STATUS REPORT PAGE 1

FOR PERIOD ENDING 1-15-89



EMP I.D. DEPT EMPLOYEE NAME STATUS EXEMPTIONS RATE

===============================================================================



BAC 1 CLINTON, BRUCE A. M 0 1,830.00 Salary

HWJ 3 JOHNSON, HAROLD W. M 4 1,200.00 Salary



MJW 2 WEAVER, MARY JANE M 1 7.15 per Hr



TWM 3 McINTYRE, TIMOTHY W. M 2 850.00 Salary







BRUCE A. CLINTON HAROLD W. JOHNSON

3451 PLEASANT VALLEY LN. 3467 W. 54th St.

OVERLAND PARK, KS 66207 ROELAND PARK, KS 66206







MARY JANE WEAVER TIMOTHY W. McINTYRE

13 E. 65th St. 6746 E. 54th St.

KANSAS CITY, MO 66113 KANSAS CITY, MO 64111









*** 05-10-1990 @ 12:33:48 ***

YEAR TO DATE EARNINGS REPORT

Midwest Manufacturing Co. PAGE 1

FOR PERIOD ENDING 1-15-89

GROSS FICA FWT SWT TIPS OTHER DED NET

=========================================================================================================================



CLINTON, BRUCE A. 751.76 204.78 70.71 7.28 0.00 -1,360.02 1,829.01

JOHNSON, HAROLD W. 1,623.84 121.95 120.50 53.30 0.00 0.00 1,328.09

WEAVER, MARY JANE 850.80 63.89 65.12 17.51 0.00 3.15 701.13

McINTYRE, TIMOTHY W. 1,427.06 99.67 134.69 40.32 0.00 133.00 1,019.38



======================================================= GRAND TOTALS ===================================================

4,653.46 490.29 391.02 118.41 0.00 -1,223.87 4,877.61



















*** 05-10-1990 @ 12:26:37 ***

Midwest Manufacturing Co. EMPLOYEE I.D. CODES PAGE 1

FOR PERIOD ENDING 1-15-89

RECORD# I.D. NAME STATUS

==============================================================================



1 HWJ JOHNSON, HAROLD W. >1 YR

2 TWM McINTYRE, TIMOTHY W. >1 YR

3 MJW WEAVER, MARY JANE >1 YR

4 BAC CLINTON, BRUCE A. >1 YR



*** 05-10-1990 @ 12:22:51 ***

Midwest Manufacturing Co. PAGE 1

DATA INPUT FORM PERIOD ENDING ( )

NAME HOURS RATE OTHER



BAC CLINTON, BRUCE A.

REGULAR ( )( )

OVERTIME ( )( )

VACATION ( )( )

HOLIDAY ( )( )

TIPS ( )( )

SICK ( )( )

NON CASH ( )( )

OTHER ( )( )

Dbl Time ( )( )













*** 05-10-1990 @ 12:34:53 ***

Midwest Manufacturing Co. DATA INPUT FORM PERIOD ENDING __/__/__ PAGE 1



CHECK PAY DATE __/__/__



REG O.T. REG O.T.

NAME RATE DEPT HOURS HOURS TIPS OTHER RATE HOURS HOURS OTHER

=====================================================================================================================

CLINTON, BRUCE A. SALARY 1 ____.__ ____.__ ____.__ ____.__ __.__ ____.__ ____.__ ____.__

000-11-2222 __.__ ____ ____.__ ____.__ ____.__ ____.__ __.__ ____.__ ____.__ ____.__

BAC

=====================================================================================================================



JOHNSON, HAROLD W. SALARY 3 ____.__ ____.__ ____.__ ____.__ __.__ ____.__ ____.__ ____.__

499-55-6666 __.__ ____ ____.__ ____.__ ____.__ ____.__ __.__ ____.__ ____.__ ____.__

HWJ

=====================================================================================================================

WEAVER, MARY JANE 7.15 2 ____.__ ____.__ ____.__ ____.__ __.__ ____.__ ____.__ ____.__

333-44-8765 __.__ ____ ____.__ ____.__ ____.__ ____.__ __.__ ____.__ ____.__ ____.__

MJW

=====================================================================================================================





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