Assign Reports to Delivery Packages

This section describes how to select the reports you want included in delivery packages; each report has a different set of parameters.

You can assign a report to a delivery package multiple times. For example, you can generate a Payroll Register Report for individual pay groups or in separate languages. Or, you can configure multiple Payroll Summary reports that are generated at different frequencies.

To assign reports to a delivery package:

Go to Payroll Setup > Report Output.
In the Delivery Packages tab, click the delivery package you want to assign report to.
In the Reports section at the bottom of the tab, click Add.
In the Report drop-down list, select the type of report to include.
In the Frequency drop-down list, select how often the report is generated. For example, to configure the application to generate the report once a month, you can select Last Pay of Month.
The frequency that you select only defines when the report is run and included in the delivery package, it does not impact what payroll data is included within the report. Typically, reports are for the pay period of a particular pay run so running a report on the last pay of the month does not mean the report is run for the entire month. Instead, the report is run on the last pay of the month and includes details from that pay run's pay period and any month, quarter, or year-to-date totals (if any) in the report.
For example, the Payroll Summary Report, run on the last pay of the month, summarizes payroll for the last pay period and includes the earnings and deductions applied in the last pay run's pay period. It does not include all of the earnings and deductions applied in all of the pay runs for that month.
In the Copies drop-down list, select the number of report copies to generate. Online Only is selected by default. The application only generates a PDF version of the report that isn’t sent to the printer.
In the Print Options drop-down list, select one of the following options:
- Duplex: (Default) Print the reports on both sides of the page.
- Simplex: Print the reports on one side of the page.
(Optional) Enter an alternate title for the report in the Alternate Titles field.
In the expanded report, add the report parameters and sort parameters by selecting appropriate values from the displayed fields in each sub-tab: Parameters, Group By, and Sort By. These are specific to each report and described below.
Click Save.

Note: If a Services Representative has flagged a pay group as a large pay group, the application does not make the following reports available as delivery package options for the pay group:
Deduction History Report
Deduction Register Report
Earning History Report
Earning Register Report
Earning Statement Report
Employee Pay Run History Report
Labor Report
Payroll Audit Report
Payroll Register Report
Payroll Summary Report
Prior Quarter Adjustments Report
PSD Codes Report
Tax Calculation Details Report

Payroll Audit Report Parameters

Report Format

Defines the format the report is generated in. Currently it can only be generated as a PDF.

Culture

Select the language that the application generates the report in.

Payroll Register Report Parameters

Select what payroll data is included in the report:

Current - QTD: The application reports on the payroll amounts from the current pay period as well as the quarter-to-date totals.
Current - YTD: The application reports on the payroll amounts from the current pay period as well as the year-to-date totals.
QTD - YTD: The application reports on the quarter-to-date and year-to-date totals.
Third Party Sick Pay (QTD - YTD): The application reports on the quarter-to-date and year-to-date third party sick pay totals.

Include Employees with YTD Activity

Select this checkbox to include employees in the report that have year-to-date, but no current pay activity.

Include Employer Tax

Select this checkbox to include the employer taxes paid on behalf of employees, such as the employer's portion of the employment insurance, on the report.

Optional Info

Select other information that you want to display in the report, including birthday, new hire approval date, legal entity, and primary work location.

Legal Entities

Select the legal entities to include in the report. Dayforce only reports on the payroll for employees who belong to one of the selected legal entities. Leave blank and the report isn’t filtered by legal entity.

Funding Identifiers

Select the funding identifiers to include in the report. Dayforce only reports on the payroll for employees who are associated with one of the selected funding identifiers. Leave blank and the report isn’t filtered by funding identifier.

Locations

Select the locations to include in the report. Dayforce only reports on the payroll for employees who work at one of the selected locations. Leave blank and the report isn’t filtered by locations.

Departments

Select the departments to include in the report. Dayforce only reports on the payroll for employees who work in one of the selected departments. Leave blank and the report isn’t filtered by departments.

Check Types

Select the check types to include in the report. Dayforce only reports on the payroll for employees who were paid using one of the selected check types. Leave blank and the report isn’t filtered by check type.

Employment Statuses

Select the employment statuses to include in the report. Dayforce only reports on the payroll for employees with work statuses that match the selections. Leave blank and the report isn’t filtered by work status.

Report Format

Defines the format the report is generated in. Currently it can only be generated as a PDF.

Culture

Select the language that the application generates the report in.

Include Groupings

Select this checkbox to display earning and deduction groupings together.

Show Totals Only

Select this checkbox to display only the totals for earning and deduction groupings, and not individual amounts.

Payroll Summary Report Parameters

Report Format

Defines the format the report is generated in; currently it can only be generated as a PDF.

Culture

Select the language that the application generates the report in from the drop-down list.

Report Type

Select the type of report this is: Summary or Net Payroll and Impounds.

Legal Entities