8 Review Employee Information

This chapter contains these topics:

8.1 Reviewing Employee Information

After you have entered employee-related information, you must verify that you have entered it correctly. You review the accuracy of the information before you enter timecards to ensure that the timecards for the current payroll cycle have the most current data.

You can restrict access to these reports to only those individuals who have proper authorization.

8.2 Reviewing the Employee Roster

Navigation

From Canadian Payroll Master (G77), choose Employee Information

From Employee Information (G7711), choose Additional EE Data & Reports

From Additional Employee Data & Reports (G77111), choose Employee Roster

The Employee Roster lists all or selected groups of employees entered in the Payroll system. You run this report to verify that the following employee information has been entered correctly:

  • Home company

  • Business unit

  • Basic dates

  • Group plan

  • Workers compensation

  • Net tax credit

  • Job type and step

  • Pay status

  • EOC status

  • EI Rate Code

Figure 8-1 Employee Roster report

Description of Figure 8-1 follows
Description of "Figure 8-1 Employee Roster report"

8.3 Reviewing the Employee Roster with Rates

Navigation

From Canadian Payroll Master (G77), choose Employee Information

From Employee Information (G7711), choose Additional EE Data & Reports

From Additional Employee Data & Reports (G77111), choose Employee Roster with Rate

You run the Employee Roster with Rates to review all or a selected group of employees. In addition to the basic information included on the Employee Roster, the Employee Roster with Rate report lists:

  • Salary amounts

  • Person who last changed the payroll data and the date it occurred

  • Work and residence tax areas

  • Employment status

  • Termination/change status

  • Contract employee information

  • Residence status

  • Tax method

  • Pay frequency and class

  • Overtime exemption status

Figure 8-2 Employee Roster With Rates report

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Description of "Figure 8-2 Employee Roster With Rates report"

8.4 Reviewing the Employee Labour Distribution Report

Navigation

From Canadian Payroll Master (G77), choose Employee Information

From Employee Information (G7711), choose Additional EE Data & Reports

From Additional Employee Data & Reports (G77111), choose Employee Labour Distribution

The Employee Labour Distribution report lists accounting distribution instructions. You can run this report to review that employee labour distribution information has been entered correctly.

Figure 8-3 Employee Labour Distribution Report

Description of Figure 8-3 follows
Description of "Figure 8-3 Employee Labour Distribution Report"

8.5 Reviewing the Employee DBA Instructions Report

Navigation

From Canadian Payroll Master (G77), choose Employee Information

From Employee Information (G7711), choose Additional EE Data & Reports

From Additional Employee Data & Reports (G77111), choose Employee DBA Instructions

The Employee DBA Instructions report lists the deduction and benefit instructions as defined for each employee. The report prints only those DBAs set up at the employee level. It does not list required DBAs or DBAs set up at the group plan level that are associated with the employee.

Figure 8-4 Employee DBA Instructions report

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Description of "Figure 8-4 Employee DBA Instructions report"