The 401k Details template uses the Payroll - Deduction Details topic to show information about employees’ 401k profiles, including employee details, deduction name, and state and federal amounts.
Fields
| Field Name | Group by | Sort Order | Totals |
|---|---|---|---|
| Employee Number | Yes | A to Z | |
| Employee Name | |||
| Employee SSN/SIN | |||
| Employee Title | |||
| Original Hire Date | |||
| Rehire Date | |||
| Employment Start Date | |||
| Job | |||
| Pay Class | |||
| Pay Class Ledger Code | |||
| Default Normal Weekly Hours | |||
| Deduction | |||
| Fixed Amount | |||
| Defined Amount | |||
| Defined Percent | |||
| State Additional Amount | |||
| Federal Additional Amount | |||
| Arrears Payment Amount |
Filters
This template includes the following filters:
When you run this report, you can configure the filters as follows:
- Effective Start: Report results include records with Pay Run Result Committed Pay Date on this date and later (mandatory).
- Effective End: Report results include records with Pay Run Result Committed Pay Date up to this date.
- Include my current employees only: Select True and the report includes records for all employees that you have access to now, regardless of the time period you specified for the report. Select False and the report includes all employees that you had access to during the specified time period.
- Note: The Include my current employees only option is only available if you have access to the Historical Employee Data feature in System Admin > Roles. If you don’t see this option when you run the report, the report will only include records for the employees you currently have access to, regardless of the time period.
- Pay Run Deduction Committed Pay Date: Report includes records that have a Pay Run Deduction Committed Pay Date between the Employee Employment Status Effective Start and End dates.
- Pay Run Result Committed Pay Date: This filter takes the dates that you entered for Effective Start and Effective End.
- Deduction: Select the deductions in the drop-down list that you want to include in the report.
- Work Assignment Effective End: Report includes records that don’t have a Work Assignment Effective End date.