You can define the order in which printed checks, deposit advice, and tax statements of a delivery package are sorted by adding sort records in the Delivery Packages tab of Payroll Setup > Report Output. You can create as many sort records as needed in the Checks and Deposit Advices section and the Tax Statements section. For example, checks can be sorted first by department, then by employee last name.
When you add a sort record, the following options are available in the Sort Parameter drop-down list:
- Employee Last Name
- Employee Number
- Employee Zip Code
- Employee Status Group (Sort and Print Tax Statements and Deposit Advices by Employment Status)
- Legal Entity Name
- Primary Residence State/Province/Territory
- RP Number (Canada Only)
- Your organization's org levels (for example, region, site, department).
- Note: In the Tax Statements section, the application displays the primary version of each org level. However, in the Checks and Deposit Advices section, the application displays a primary and worked version of each org level. See Primary and Worked Org Levels.
For each record that you add, the Show On Printed Output checkbox is selected by default. You can clear this checkbox if the sort parameter is a confidential item, for example an employee number that is also the employee's badge number. If you do this, the application does not include the data on the outside of the printed statement.
In the Checks and Deposit Advices section, you can define whether third-party checks are included at the beginning or end of printed checks and deposit statements by selecting Beginning or End in the Include Third Party Checks At drop-down list.
See also: