Deduction Transactions (Variable, Grouped By Payee) Report

The Deduction Transactions (Variable, Grouped By Payee) Report is designed to provide a complete breakdown of amounts relating to Deductions selected within Variable Deduction Banking and Repayment resulting from processing a Pay Run for the relevant payees.

Pay Day - Step 4 (Reports)

Main Reports

Report Options

Report Options allows you to define the selection criteria, which contains multiple tabs,

Employment.
Payees.
Pay Locations / Department.
Cost Centres.
Pay Types / Groups.
Report Period.
Sort Criteria.

Employment

Employment enables you to use the Pay Period and Employment Basis assigned to each Payee to filter the results displayed in the Report. When the Report is generated within Reports (Step 4 of Pay Day), the Pay Period filter is disabled.

Pay Period
- Weekly will include all ceased and active Payees based on the options selected within Payees, Pay Location / Department, Cost Centre and/or Report Period.
- Fortnightly will include all ceased and active Payees based on the options selected within Payees, Pay Location / Department, Cost Centre and/or Report Period.
- Monthly will include all ceased and active Payees based on the options selected within Payees, Pay Location / Department, Cost Centre and/or Report Period.
- Monthly (User Defined) will include all ceased and active Payees based on the options selected within Payees, Pay Location / Department, Cost Centre and/or Report Period.
- Quarterly will include all ceased and active Payees based on the options selected within Payees, Pay Location / Department, Cost Centre and/or Report Period.
Employment Basis
- Full Time will include all ceased and active Payees based on the options selected within Payees, Pay Location / Department, Cost Centre and/or Report Period.
- Part Time will include all ceased and active Payees based on the options selected within Payees, Pay Location / Department, Cost Centre and/or Report Period.
- Casual will include all ceased and active Payees based on the options selected within Payees, Pay Location / Department, Cost Centre and/or Report Period.

Payees

Payees enable you to use the status of each Payee to filter the results displayed in the Report.

All Payees will include all ceased and active Payees based on the options selected within Employment, Pay Location / Department, Cost Centre and/or Report Period.
All Active Payees will include all, and only, active Payees based on the options selected within Employment, Pay Location / Department, Cost Centre and/or Report Period.
All Ceased Payees will include all, and only, ceased Payees based on the options selected within Employment, Pay Location / Department, Cost Centre and/or Report Period.
Selected Payees allows you to choose which payees are required based on the options selected within Employment, Pay Location / Department, Cost Centre and/or Report Period.

Pay Location / Department

Pay Location / Department enables you to use the Pay Location of each Payee to filter the results displayed in the Report.

- All Pay Locations / Departments.
- Selected Pay Locations / Departments allows you to choose which Pay Locations / Departments are required.

Cost Centres

Cost Centres allows you to define which segment of Payees you would like included in the Report (e.g., Payees assigned to Queensland only). When the Report is generated within Reports (Step 4 of Pay Day), the Cost Centre Tab is hidden.

All Cost Centres.
Selected Cost Centres allows you to choose which Cost Centres are required.

Pay Types / Groups

Pay Types/Groups allow you to define which segment of Pay Types you want to be included in the Report.

Pay Types
- All Deductions.
- Selected Deductions allow you to choose which Deductions are required.
- All Deduction Report To Groups.
- Selected Deduction Report To Groups allows you to choose the required Deduction Report To Groups.
Filter
- All.
- System Default allows you to see only System Default Deductions.
- User Modified allows you to see only User Modified Deductions.

Report Period

Report Period lets you choose the date range to filter the results displayed in the Report. When the Report is generated within Reports (Step 4 of Pay Day), the Report Period Tab is hidden.

Current Month generates the report based on the physical date.
Prior Month allows you to select the month you need to generate the report.
Specific Date Range allows you to select the dates to generate the report.
Current Financial Year generates the report based on the physical date.
Prior Financial Year allows you to select the Financial Year you need to generate the report.

Sort Criteria

Sort Criteria allows you to select how to sort the data displayed in the Report.

Payee Code.
Family Name.
Payee STP ID.

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Deduction Transactions (Variable, Grouped By Payee) Report