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Creating Employee Information Reports

Creating Employee Information Reports

This chapter will walk you through the different reports that are available within CheckMark Online Payroll (Canada). It will also give you instruction on how to view, print, and save reports.

CheckMark Online Payroll (Canada) offers a variety of report categories with different report options:

  1. Employee Information
  • Personal Information
  • Wage Information
  • Tax Information
  • Income/Deduction Information
  1. Employee Earnings
  • Earnings Register
  • Hours Register
  • Cheque Summary
  • EI/QPIP
  • Vacation
  1. Employee Cheques
  • Cheque Register
  • Posting Summary & Format
  1. Department
  • Wages & Hours
  • Cheque Summary
  1. Job
  • Wages & Hours
  • Cheque Summary
  1. T4/Relevé 1
  • Summary
  • T4
  • Relevé 1
  1. WSIB Summary
  • WSIB Information
  1. Deduction
  • Other Deduction Register
  1. Income
  • Additional Income Register

All of the reports can be viewed on screen, downloaded as a PDF for printing, or saved as:

  •  Adobe Acrobat File
  • Excel 2007 File
  • PowerPoint 2007 File
  • Text File/Matrix Printer
  • Rich Text File
  • Microsoft XPS File
  • MHT File

Using the Report Windows

This brief section will show you how to view, print, and save the reports.

Viewing Reports:

To View a Report on screen, follow these steps:

  1. Select the needed employee/employees from the list.
  2. Select the needed cheque date/dates from the list.
  3. Click on the plus icon next to the report category you need.
  4. Click on the name of the report you need.

After you have pulled up the report, you can view it on screen, download it as a PDF for printing, or save it in the above-mentioned formats.

Printing a Report:

To print a report from CheckMark Online Payroll (Canada), you must download the report as a PDF, then open the PDF in a PDF Reader and print the report.

To print a report, please follow these steps:

  1. Select the needed employee/employees from the list.
  2. Select the needed cheque date/dates from the list.
  3. Click on the plus icon next to the report category you need.
  4. Click on the name of the report you need.
  5. Click the printer icon.

This will download the reportname.pdf to your computer. From there, you can save it for future reference or open it in a PDF Reader and print it.

Saving a Report in different formats:

CheckMark Online Payroll (Canada) can save the reports in several formats, besides the PDF for printing. The list of the formats are mentioned on page 85.

To save a Report, please follow these steps:

  • Select the needed employee/employees from the list.
  • Select the needed cheque date/dates from the list.
  • Click on the plus icon next to the report category you need.
  • Click on the name of the report you need.
  • Click the save icon.
  • Select the format you want from the drop-down list.

This will download the report name file type (for instance, Personal_Information.xlsx) to your computer.

Employee Information:

The reports under this Report Category will provide you with different kinds of information about your employees.

employee information

Type of Employee Information Reports:

Personal Information: The Personal Information report shows the employee personal data, including name, address, phone number, SIN number, birth date, employee number, and default department.

Wage Information: The Wage Information report shows information, such as the employee’s salary or hourly rates, pay frequency, hire date, last raise date, termination date, and accrued hours available.

Tax Information: The Tax Information report shows the tax set up for the employee including, net claim, provincial claim, federal credit, provincial credit, tax table, and any additional withholding amounts.

Income/Deduction Information: The Income/Deduction Information report the Additional Income and Other Deduction categories and their associated definitions that have been set up for the selected employees.

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