• 941 Template
  
  This template provides, for each GRE, all of the relevant totals for filing of the 941 in a format suitable for submission for the date range.

• Balance Classification - 2 Levels of Drilldown
  
  This template provides totals by balance for the date range by organization.
• Balance Class No Org - 2 Levels of Drilldown
  
  This template provides totals by balance for the date range.

• Balance Classification - Employee Summary
  
  This template provides the employee level balance for the selected classification. Note that two versions of this template are provided, one for Excel and the other for Access.

• Balance Trending
  
  Balance Trending compares two time periods for each balance, including total employee head count and total balance amounts by classification. The differences between the two periods are expressed in both totals and percentages.

• Canadian Payroll Register
  
  This template provides information relevant to identifying problematic balances such as negative balances and no withholding, for the Canadian legislation.

• Canadian Tax Balance Analysis
  
  Provides information relevant to identifying problematic balances such as negative balances and no withholding, for the Canadian legislation.

• Canadian Tax Details
  
  Provides values for each tax type by payroll for the date range, for the Canadian legislation.

• Costing (with DrillDown)
  
  Provides a costing summary by classification for the date range.

• Costing Reconciliation
  
  Provides relevant information to reconcile Payroll to Costing. It displays a summary of what was processed by Payroll, and what was Costed and not Costed. For the items not Costed, it displays what was configured not to Cost (“Not Configured to Cost”) and what was “Not Costed” due to the Costing process not being run.
• Not Configured to Cost Summary
  
  Summarizes elements that were not configured for costing at the element link level.

• Costing by Org Location
  
  Provides a costing summary by classification for the date range. Organization and location have been added as additional reconciliation tools.

• Deduction Register
  
  Provides the deduction element, taken, arrears, not taken, and accrual balance per employee.

• Unpaid Assignments
  
  For a given date range, shows employees with: Employee Assignments set to Process where they have a payroll run, but has a zero Net, Payment, or Gross. Under a separate tab, the template also shows employee assignments set to process, but have no payroll attached.

• Employee Balance Comparison
  
  Provides values for 2 user specified balances, by payroll for the specified date range.

• Employee Balance Tolerance
  
  Allows you to specify a balance value and a condition, and then provides a list of employees that meets that condition.

• Employee Dimension Balances
  
  Summarizes the balance specified by period to date, month to date, quarter to date and year to date.

• Employee Balance Details
  
  Provides values for a specific balance for the date range. Information is displayed at the employee level.

• Employee Run Results
  
  Displays employee level detail including Run Results, Balance Details, Tax Details, Person History, Assignment History, Address History, Element History, Federal, State, County and City Tax information for a specified employee for a specified date range. Information is organized across multiple tabs.

• 940 Template
  
  Provides, for each GRE, all of the relevant totals for filing of the 940 in a format suitable for submission for the date range.

• Box 1 – Box 16 Differences
  
  Shows employees with W2 discrepancies between Box 1 and Box 16.
• Year End
  
  Provides detailed employee information for a specific year.
• US W2 Info
  
  W2 information by employee for the year.
• Invalid SSN
  
  Detailed employee information for employees with an invalid social security number for the year.
• Invalid Address
  
  Detailed information for employees with an invalid address for the year.
• Deceased People
  
  Detailed employee information for deceased people for the year.
• Paid Headcount
  
  Headcount paid by payroll for the year.

• Multiple Worksite
  
  Provides a head count of employees for each worksite based on the pay period which includes the twelfth of each month. Also provides a summary of the total quarterly wages by worksite.

• Payment Register
  
  Provides a check and advice summary with details (includes voids, reversals, not paid, and unprepaid). A separate tab provides a head count of employees for each payment method for the date range.

• Balances Workbook (with 4 levels of Drilldown)
  
  Provides values for all configured balances, by payroll for the specified date range.

• Payroll Register (with Drilldown)
  
  Provides tax and earning details by payroll for the date range.

• Payroll Register - Employee Summary
  
  Provides summarized payroll balance information for the selected date range. Includes employee level detail.

• Balance Classification Summary (with 2 levels of Drilldown)
  
  Provides summarized totals by balance for the date range.
• Payroll Register Summary (with 2 levels of Drilldown)
  
  Provides summarized tax and earning details by payroll for the date range.
• Tax Details Summary (with 3 levels of Drilldown)
  
  Provides summarized values for each tax type by payroll for the date range.

• PTO Net Entitlement
  
  Per accrual plan per person shows the net information for the specified date range.

• Tax Balance Analysis (with 3 levels of Drilldown)
  
  Provides information relevant to identifying problematic balances such as negative balances and no withholding.

• Tax Details (with 3 levels of Drilldown)
  
  Provides values for each tax type by payroll for the date range.

Summarizes tax data for the selected range. Values are grouped at the employee level.

• Federal Taxation Summary
• State Taxation Summary
• County Taxation Summary
• City Taxation Summary

• Tax Details by Criteria
  
  Provides values for each tax type by payroll for the selected date range. Can be run using any combination of SSN, JD Code and/or Tax Type.

• Unprocessed Actions
  
  Displays Payroll actions that have not been processed.
• Prepayments
  
  Payroll actions that have not been pre-paid.
• Payments
  
  Actions that have not been processed by CheckWriter or Deposit Advice.
• Costing
  
  Payroll actions that have not been Costed.
• Transfer to General Ledger
  
  Costed actions that have not been transferred to the GL.