When you have loaded a pay run in the Pay Run Management tab and you click the Preview tab, the preview summary loads with three sub-tabs: Summary, Employee, and Payments.
The Summary Sub-Tab
The Summary sub-tab lists all of the legal entities associated with the pay group for the loaded pay run. The information is grouped by pay run at the top of the list and then by individual legal entity. As you expand sections in the left-most column, the following columns display more granular data for each legal entity:
- Current: Displays details about the current pay run:
- Count
- Amount
- Hours
- Limited Taxable Wages
- Total Taxable Wages
- Last: Displays data about the last pay run:
- Count
- Amount
- Difference: Displays differences between the current pay run and the previous pay run:
- Count
- Amount
- %
- Adjustments: Displays adjustments for the current pay run:
- Amount
- Hours
- MTD Amount: Displays month-to-date totals for the pay group.
- QTD Amount: Displays quarter-to-date totals for the pay group.
- YTD Amount: Displays year-to-date totals for the pay group.
In expanded sections under the pay run grouping and legal entities are the following additional summary details:
- Earnings
- Pre-Tax Deductions
- Employee Taxes
- Post-Tax Deductions
- Net Pay
- Memo Calcs
- Employer Taxes
- Balances (UK Only)
The following screenshot shows an example of the Summary sub-tab:
When you expand the Earnings heading under a legal entity, the application displays earning codes for which the employee has accumulated YTD earnings. If the earning code has accumulated earnings in the current pay run, its name is a hyperlink:
Clicking the hyperlink loads a new tab, with a name that includes the legal entity for which the earning was recorded and the name of the earning code. This tab contains additional details about individual employee earnings in the pay run:
You can also expand the other headings (such as, Employee Taxes, Net Pay, and Employer Taxes) and click the links for entries they contain, which launches a new tab for each link you click.
When you click Filter in the Summary tab toolstrip, the application displays a Filter panel that is specific to the Summary sub-tab. The Filter panel includes the Include Employees In, Pay Type, and Works At Location filters by default. You can click Add Filter to remove these options and you can also add additional filter options.
Unique to the Summary tab, when you apply a filter, the application indicates the number of filter fields applied next to the Filter button:
When you click Favorites in the toolstrip, you can save your current filter settings as a favorite and manage existing favorites as you would in other areas of Dayforce.
See also:
The Employee Sub-Tab
Clicking the Employee sub-tab loads a list of all of the employees who are active, have payroll data in the current or previous pay run, or are terminated employees who were added to the current or previous pay run.
You can expand each employee to load full details about the employee, which includes the legal entity (or entities) that the employee works in, earnings, employee taxes, employer taxes, net pay, and check information. Information is also displayed about the employee’s month-to-date, quarter-to-date, and year-to-date amounts.
This is illustrated in the following screenshot:
When you click Filter in the toolstrip, the application displays a Filter panel that is specific to the Employee sub-tab. The Filter panel includes the Include Employees In and Location filters by default. You can click Add Filter to remove these options or add additional filter options.
The Include Employees In filter has the following options:
- Current Pay Run Only: Select this option to only include employees who are active or have payroll data in the current pay run. The application only displays terminated employees if they were terminated in the current pay run, or if you have manually added them to the pay run.
- Current and Previous Pay Period (default): This is the default selection when you open the Employee tab. It is similar to the Current Pay Run Only option but it includes the previous pay run in addition to the current pay run.
- Year to Date: Select this option and the application displays all active employees, regardless of whether they have payroll data, and all terminated employees who have payroll data in the current year.
You can modify the way the Employee tab displays information using the View panel. Click View to open the View panel. The following screenshot shows an example of the View panel:
The View panel has the following settings:
- Column Manager: Select the columns you want to display in the View panel. Options are:
- Show Taxable Wages
- Show Prior Pay Period Comparison
- Show Adjustment Details
- Show MTD Amount
- Show QTD Amount
- Show YTD Amount
- Group By: Specify how you want to group data in the View panel by clicking Choose and selecting from the following options in the Preview Grouping dialog box:
- Primary Department
- Primary Legal Entity
- Primary Location
- Employee Display: Select one of the following options to determine how to display employee names in the Employee tab:
- Employee Name
- Employee Number
- Employee Name - Employee Number
- Employee Number - Employee Name
- Display on Header Row: Select which pay amount to display in the header for each employee:
- Earnings: Employee gross pay amounts. This is the default view.
- Net Pay: Employee net pay amounts.
The Payments Sub-Tab
The Payments sub-tab lists the following entries for the loaded pay run:
- Dayforce Checks
- Total Net Payroll
- Tax Impound
- Total Tax Impound
- Total Impound
- Customer Checks
- Total Customer Checks and Deposits
- Customer Responsible Taxes
- Total
This is illustrated in the following screenshot (this screenshot does not show the entire list):
You can click Export above the Payments sub-tab to export the contents of the displayed list.