Payroll Report

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Payroll Report – Generated

The Payroll report displays a list of spent regular and overtime working hours and number of visits made by each of your agency's staff members and volunteers.


Field Name	Description
ID	Resource ID entered in Administration>General>Resource Types.
Name	Resource description entered in Administration>General>Resource Types.
Reg Hrs	Amount of regular hours entered in Pay Rates Calculator>Settings>Overtime Wizard.
"A", "B", ... "F" Hrs	Hours spent on the corresponding activities entered in Administration>General>Service Codes/Staff.
Mileage$	Mileage amount calculated per resource.
Petty Cash	Amount of petty cash the resource is authorized to use entered in Schedule>TimeLog.
Visit Count	Number of performed visits.
Total	Total data for the whole report.

Payroll Report Window

Pay Rates Calculator>Reports>Payroll

Reports>Financial>Pay Rates Calculator>Payroll

Use the Payroll window to preview and print a list of spent regular and overtime working hours and number of visits made by each agency's staff members and volunteers.

To calculate the hours and visits, the application uses the Payroll Workday settings in:

>	Administration>Configuration>Business Units>Settings>Administration Tab

>	Resource>General>Roles

When a staff member enters the services and performed activities, the application considers the total number of hours per day. For example, a nurse entered 10 hours of services and activities. If her Payroll Workday setting is 8, then the application reports 8 regular hours and 2 overtime working hours spent for that day.

This report also includes mileage reimbursement, petty cash, and activities. The activities appear in the appropriate column (A, B, C, D, E, and F) based on the earnings category for the activity defined in Administration>General>Service Codes/Staff.

With the Payroll report, you can specify the criteria for the report, including the sorting sequence, staff or volunteers, and resource types.

Payroll Report – Define Tab

Use the Define tab to specify information that you want to include in the report. This tab contains the following common options that you need to complete as appropriate for your agency:

Date Range

Begin Date is the earliest date and End Date is the last day to include transactions in the report.

Sequence

Use this field to set the sorting criteria for the report. You can select one of the following options:

>	Resource Type then Name – Select to sort the report first by resource type and then by resource name.

>	Alphabetic Sort by Name – Select to sort the report alphabetically by the resource last name.

Specific Staff/Volunteers

Select this radio button to include the particular staff or volunteers in the report.

>	ID – Displays the staff and volunteers that will be included in the report. Select the staff and volunteers you want to be in the report. The Resource window appears where you can select needed resources or volunteers.

>	Name – Displays the names of the staff and volunteers selected in the ID field.

Generating Payroll Report

1.	Open Pay Rates Calculator>Reports>Payroll or Reports>Financial>Pay Rates Calculator>Payroll.

2.	On the Define tab, enter the values in the fields as appropriate.

3.	Click Preview to generate the report.

If you change the criteria on the Define tab after preview, you should close and then open the Preview tab again to reflect your changes.

4.	If needed, print or save the report in the necessary format.