39 Review History Reports for Earnings and Tips

This chapter contains these topics:

If you process tips you can review additional reports that include history information on employees' earnings and tips.

39.1 Reviewing Tip Allocations

From Payroll Master (G07), choose Tip Processing

From Tip Processing (G0728), choose History Report Menu

From History Reports (G07282), choose Business Unit Tip Allocation

You can review information on how you have allocated tips to employees. You can review this information either by allocation or in a summary format. To calculate allocation and shortfall, the system uses:

  • Gross sales

  • Total hours

  • Total tips reported

39.2 Reviewing Detail Information for Employees Who Earn Tips

From Payroll Master (G07), choose Tip Processing

From Tip Processing (G0728), choose History Report Menu

From History Reports (G07282), choose Employee Tips Earning Detail

If your company uses tip processing, you can print a report that lists the tips earned by each employee.

39.2.1 Data Selection for Employee Detail Information

Do not change the data selection for job type. The job type data selection must remain set at not equal to #Alloc or #Summ. You can use or change any other data selections.

39.2.2 Data Sequence for Employee Detail Information

Do not change the data sequencing for this report.

39.3 Reviewing Summary Information for an Establishment

From Payroll Master (G07), choose Tip Processing

From Tip Processing (G0728), choose History Report Menu

From History Reports (G07282), choose Establishment Summary Report

This report lists all the tip income information required by the Federal government. You must set up an establishment with a business unit number if you want to print it on a summary report.

39.3.2 Data Selection for Establishment Summary Information

You can change the data selection to select only one business unit. Do not make any other data selection changes.

39.3.3 Data Sequence for Establishment Summary Information

Do not change the data sequence.

39.4 Reviewing FICA Credit

From Payroll Master (G07), choose Tip Processing

From Tip Processing (G0728), choose History Report Menu

From History Reports (G07282), choose FICA Credit

If your company uses tip processing, you can generate a report that lists each employee with any FICA credit amounts. The report includes the following information:

  • Total tips and wages earned

  • Minimum wage calculation based on the number of hours the employee worked

  • Credit amount or credit refund

39.4.2 Data Selection for FICA Credit

You can change any item except for Processed Code (JAYST).

39.4.3 Data Sequence for FICA Credit

Do not change the data sequence.

39.5 Reviewing the Federal Tip Report

From Payroll Master (G07), choose Tip Processing

From Tip Processing (G0728), choose History Report Menu

From History Reports (G07282), choose Federal Tip - 8027

Companies with employees who earn tips must report tips and earnings information. The Federal Tip Report includes all the information you need to compile this form for the federal reporting. You typically generate this report during your year-end processing.

The report lists summary information by business unit. It does not list the detail information for each employee. Depending on the business unit setup, the system calculates for allocated tips either by gross sales or hourly method.

Method Description
Gross sales Uses the tip percentage found in the business unit constants multiplied by the gross sales of the business unit.

See also Setting Up Business Unit Constants in the JD Edwards World U.S. Payroll II Guide.

Hourly method Uses the last record summarized for the business unit to report the amount of allocated tips.

See also Section 15.6, "Allocating Tips."


39.6 Reviewing the Employee Tip History Report

From Payroll Master (G07), choose Tip Processing

From Tip Processing (G0728), choose History Report Menu

From History Reports (G07282), choose Employee Tip History

If you processes tips, you can generate a report that lists all earnings for employees who earn tips. Alternatively, you can generate the report in summary format. You can include one or more pay periods on the report.

39.6.1 Before You Begin

39.6.2 What You Should Know About

Topic Description
Check route code If you set up business units to use check route code processing, the system sorts the report by check route and lists the code as the location in the report heading.

39.6.3 Processing Options

See Section 56.27, "Employee Tip History (P06640)"

39.7 Reviewing the Business Unit Tip History Report

From Payroll Master (G07), choose Tip Processing

From Tip Processing (G0728), choose History Report Menu

From History Reports (G07282), choose Business Unit Tip History

If you processes tips, you can generate a report that lists all earnings by pay period and business unit. You can include one or more pay periods on the report.

39.7.1 Before You Begin

39.7.2 What You Should Know About

Topic Description
Check route code If you set up business units to use check route code processing, the system sorts the report by check route and lists the code as the location in the report heading.

39.8 Reviewing the Sales Information Report

From Payroll Master (G07), choose Tip Processing

From Tip Processing (G0728), choose History Report Menu

From History Reports (G07282), choose Sales Information

You can generate a report that lists sales information for all employees who earn tips. You can include one or more pay periods on the report. Depending on how you set the processing options, the report lists each employee or summarizes the information.

39.8.1 Before You Begin

39.8.2 What You Should Know About

Topic Description
Check route code If you set up business units to use check route code processing, the system sorts the report by check route and lists the code as the location in the report heading.

39.9 Reviewing the Sales Summary Report

From Payroll Master (G07), choose Tip Processing

From Tip Processing (G0728), choose History Report Menu

From History Reports (G07282), choose Sales Summary

If your company uses tip processing, you can generate a report that summarize sales by each business unit. The report lists the information by date worked.

39.9.1 Before You Begin

39.9.2 What You Should Know About

Topic Description
Check route code If you set up the business units to use check route code processing, the system sorts the report by check route and lists the code as the location in the report heading.

39.9.3 Data Selection for Sales Summary Report

To identify the date range you want included in the report, use the pay period end date as a data selection.

39.10 Reviewing the Average Hours Report

From Payroll Master (G07), choose Tip Processing

From Tip Processing (G0728), choose History Report Menu

From History Reports (G07282), choose Average Hours Worked

Some companies who use tip processing allocate tips based on the average hours worked by employee. You can generate a report that lists the monthly average hours for each business unit. The report includes a grand total amount for all business units

39.10.1 Before You Begin

39.10.2 Data Selection for the Average Hours Report

To identify the date range you want included in the report, use the pay period end date as a data selection value.

The Processed Code value is pre-set to equal (EQ) T. Do not change this value.

39.11 Reviewing the Holiday Exceptions Report

From Payroll Master (G07), choose Tip Processing

From Tip Processing (G0728), choose History Report Menu

From History Reports (G07282), choose Holiday Exception

If your company uses tip processing, you can generate a report that lists information on each employee's hours worked. The report includes:

  • All hours worked such as regular, overtime and vacation

  • Weeks worked and the average hours per week based on the total hours

  • Date of hire and, if applicable, the termination and rehire dates

39.12 Reviewing a Time Sheet

From Payroll Master (G07), choose Tip Processing

From Tip Processing (G0728), choose History Report Menu

From History Reports (G07282), choose Timesheets w/Tips (Generic)

If your company uses tip processing, you can print a report that lists information for each employee. The time sheet includes information for the pay period that you identify in the processing options. The time sheet includes:

  • Hours worked, both regular and overtime

  • Sales entered

  • Tips claimed

  • Other pay

  • Deductions