Looking for help on payroll reports

Question

I am trying to create a report for my boss that shows gross pay, net pay, Overtime pay, retirement contribution and PTO balance. I am struggling to find the correct Payroll files to use in HRMS for crystal.

Lynn C · Answer

Upchkh (check portion) 
 Upchkh will have the period end date, transdate (check date), transnum (check number), Transamt (net pay) and more. 
 
 upchkd (stub portion) 
 Upchkd has earnded (earning deduction code), Balance (PTO balance), you can add certain Eardedtype or Earnded (earning deduction codes) to get gross pay. Tip: some of the fields that start with an &lsquo;E&rsquo; are employee and with an &lsquo;R&rsquo; are employer. 
 
 Some of the information may be available on our Transaction Reports > Earnings and Hours Report. You can run this with a Report Format of either Detail or Summary for a date range. This will total by each earning, deduction and tax code the amount. It shows Gross pay, net pay, advances, PTO paid and hours paid.

Lynn C · Answer

I went into SQL studio management to get the field names and to see what was available. You are correct, it does not appear that the field Balance is available in SAP Crystal Reports. I tried a different connection (SQL Provider) and it still is not available in Crystal Reports. As a workaround, if you use the Time Off module (Attendance), you can use the hattsum table and create a calculated field to get the balance. There is a knowledgebase article (written for Sage Abra Suite but the logic can be applied to HRMS) ID 83366. Another option is to do an export from SQL into Excel and use excel as your report. You can manipulate the data from there. Your database administrator can also do a SQL query to limit the data that is exported. You can also reach out to HRMS Support or your reseller and they can take a look at your report and assist you with getting the accrual balances.

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Looking for help on payroll reports

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