How to View the Statement of Earnings

Use the Statement of Earnings to view all the relevant information of an employee's payroll run in a single place so that you can view and verify the run results easily. For example, as a payroll manager of an employee who's transferred to another state or province, you can view the employee's Statement of Earnings to verify their withholding is paid to the correct state or province.

You can open an employee's Statement of Earnings using either of these tasks:

• Use the Person Results task to directly search for an employee and view their Statement of Earnings.

• Use the Process Results Summary task to search and select the flow you've submitted and view individual records processed by the flow. Use the Actions menu on an individual record to open the Statement of Earnings of the employee.

You can find the Person Results and the Process Results Summary tasks in the Payroll section under My Client Groups on the Home page.

Details of the Statement of Earnings

The Statement of Earnings shows you the processing details and the breakdown of the payroll calculations by balance groups.

The SOE displays at the top of the page, summary amounts of the calculations for the payroll run. You can view at a glance the total amounts of all the balance groups. Scroll down the page to view the calculation details for each of the amounts displayed.

For example, you can expand the Gross Pay or Employee Tax Deductions to view more details of the calculations.

The tabs and sections available to view depends on your country's implementation. The tabs at the top of the Statement of Earnings display the following:

• Net Payment

• Earnings

• Employee Tax Deductions

• Employer Contributions

The page display amounts for the payroll run and the year-to-date period.

Use the Actions menu at the page-level to select other results to review on the View Person Process Results page. This table lists the sections you can view in place of the Statement of Earnings.

Sections	Details
Costing Results	Costing details for elements processed in the payroll run that have costing information defined for them.
Balance Results	Balance results that confirm the payroll run has completed successfully. Verify that an employee has the correct pay and amount of tax deducted Review a balance before and after adjusting it
Messages	Messages generated by payroll processes when they raise warnings or errors.
Run Results	Run results for each element processed in the payroll run. Use the filter options to narrow your search. For example, filter on state or province to view if the employee's balance calculation reflects values for the new state or province.
Calculation Card	For example, open the transferred employee's calculation card to verify if the work address reflects the new state or province.

Control the Details to View in the Statement of Earnings

The Person Process Results page shows the results for all the run types processed for the payroll run at the payroll relationship level. Use one of these options to control which details display in the detailed and summary sections of the Statement of Earnings.

• Use the Process field to view the Statement of Earnings of the employee for a previous payroll period. Also view the child processes included in the master process, such as the processes included in a QuickPay or the run types if the payroll run included more than one run type.

• If the employee has multiple assignments, use the Assignment field to view the appropriate earnings at the assignment level.

• Use the Process Details tab to view details of the process used for the calculations.

• Use the Balance Results tab on the page to view the balance results values for the run.
• Use the Download to Excel option to export the calculation details into an MS Excel worksheet.
• Click on a Pay Run amount to view the Reference details and the balance feeds that contribute to the balance calculations.