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Payroll Report - Help

  • 1.  Payroll Report - Help

    Posted 10-15-2019 02:32
    ​​One of our consultants is having the below issue and hoping someone might have a suggestion or resolution.  Thank you in advance.

    A client has several custom Payroll reports.  Three of them contain Payroll history header data and Payroll history tax data.  In the old Payroll system, these fields were in one table; in the new, they're in two tables:

     

    PR_PayrollHistoryHeader             PR_PayrollHistoryTaxReporting

     

    There is no way to link the two so that duplicates are eliminated.  It boils down to the fact that Table #2 (tax table) doesn't have the check number.  It does have the check date, but the Clients employees regularly receive multiple checks on the same date.

     

    There are other "identical" fields in both tables, but when linked, they either still produce duplicates or they produce no results.

     

    I thought I was close when I limited table #2's "SeqNo" field to be less than "000002" and this eliminated most, but not all, of the duplicates.

     

    I have scoured the database to find another table I can use, but there is none.  And, the PR_PayrollHistoryTaxReporting is not available for customization; and it is also not available to add fields to the other table.  I also tried using subreports, suppressing duplicated figures, running totals, etc. but all three of these solutions prohibit me from getting a grand total, which is critical to this report. 

     

    I'm at a standstill.  I see clear business reasons why fields in both of these tables would need to be combined into one report.  Both have information that is critical to the taxes deducted per paycheck.  Just one of these tables would not have sufficient information.  For example, Table #1 has no tax data, but table #2 has no check number, total check amount, total regular earnings, etc.



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    Shannon Sadowsky
    RKL eSolutions, LLC
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  • 2.  RE: Payroll Report - Help

    Posted 10-15-2019 14:24
    Do you need more tax info than just the Federal taxes?

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    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
    ------------------------------



  • 3.  RE: Payroll Report - Help

    Posted 10-16-2019 19:16
    Yes, she needs state, SDI, local, and other.

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    Shannon Sadowsky
    RKL eSolutions, LLC
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  • 4.  RE: Payroll Report - Help

    Posted 10-17-2019 08:06
    You can create running totals based on a condition.  There are records in the tax file for FEDERAL and state taxes.  So for withholding, you could do one running total where it's conditional on the Tax field being "FEDERAL" and another for the state withholding where the tax field is NOT "FEDERAL".

    ------------------------------
    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
    ------------------------------



  • 5.  RE: Payroll Report - Help

    Posted 10-16-2019 02:31
    Does the PR_CheckHistoryReportWrk table have everything you need in one place? If so,  you can add a Report Setting and modify (extensively!) that report or start from scratch using that table and replacing the ".rpt" created by your added Report Setting?

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    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
    ------------------------------



  • 6.  RE: Payroll Report - Help

    Posted 10-16-2019 13:36
    Sub-reports (vs linked tables in the main report) often make it easier to deal with duplication issues.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 7.  RE: Payroll Report - Help

    Posted 10-16-2019 15:28
    Warning on using a standard report to modify in Payroll. 

    Creating a report setting for and modifying the standard report has been our approach as modules were upgraded to framework. 

    I discovered the hard way that you can't add the PII work table to a standard report. Also, unable to map a UDF from PII to the report work table. 

    Odd that the only way to get that is to start fresh with a custom report. 

    I had my report just about ready to go and needed to add employee's  ##)!_# address! Had to reinvent the wheel from scratch. Full circle back to legacy days....



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    Eric Lunceford
    First Mate Business Solutions
    Oklahoma City, OK
    877-880-8960
    https://www.firstmatellc.com/
    ------------------------------



  • 8.  RE: Payroll Report - Help

    Posted 10-16-2019 15:34
    You can add UDFs of standard fields to the work table used by the standard report, though, and the data will come through.  I just added Address 1 from the Employee file (not the PII work file) to the Deduction Report and it printed out.

    ------------------------------
    Beth Bowers
    Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
    Beth Bowers
    269-445-1625
    ------------------------------



  • 9.  RE: Payroll Report - Help

    Posted 10-16-2019 17:18
    Edited by Dan Burleson 10-16-2019 18:54
    I can confirm what @Beth Bowers said about adding PR_Employee PII fields as UDF's to work files. @Eric Lunceford there are ways to add the PII work file to internal (non-custom) and external applications (with credentialed security). PM me if you have questions.


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    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
    ------------------------------



  • 10.  RE: Payroll Report - Help

    Posted 10-16-2019 19:25
    Thank you all.  I have sent all questions and suggestions to our consultant.  ​

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    Shannon Sadowsky
    RKL eSolutions, LLC
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  • 11.  RE: Payroll Report - Help

    Posted 10-17-2019 08:39
    One more point on linking the PII work table to a custom report.  Import the report into the Custom Report folder for the PR module to get the data.  I've used running totals effectively for PR history detail data using the PR_HistoryTaxDetail & PR_PayrollHistoryHeader tables. Those allow you to key on Employee, Check No & Header Sequence.

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    alan niergarth
    Velosio LLC
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