Though many payroll reports are necessary when processing payroll, my favorite is the Check Totals reports. The Check Totals report allows me to easily compare totals to the previous payroll to help identify any issues. The fact that Scissortail allows the report to be downloaded in Excel makes the report even more valuable. Once downloaded I can easily copy and paste amounts to a running spreadsheet comparing pay period amounts.
Check Payroll Totals
Click on the Check Payroll Totals while processing the pay period
Click on the 3 dots at the top right
Click Export
Choose File Format (Excel if copy/paste)
Click Export
Copy and Paste amounts into “Totals” Spreadsheet
This allows you to compare amounts to previous pay period to show anomalies and correct if necessary
Check Payroll Totals Without Export
Each Deduction and Earning Record will be shown on the report
Click on the “paper” to the left of the deduction or earning you would like to view
A breakdown of who and amount will be populated
For example, you want to use which employees choose a certain medical plan
Click on the paper next to the deduction
Each employee enrolled in the particular medical plan will be listed as well as the employee and employer deduction amount
This report is helpful when providing upper management reports as well
Click on the paper next to Regular
Each employee with regular hours will be listed along with the number of regular hours for this particular pay period
Do the same for any other hours i.e. PTO, Bereavement, etc.
All taxes owed will also populate on this report, each tax entity listed separately
Simply click the paper next to any item needed to review
If payroll is particularly more costly for a certain pay period, this report is a great tool to use to prove the higher costs (especially when relaying the information to executive staff)
This report combined with the Payroll Register, Payroll Recap Funding, and Employees Not Paid make it easy to balance payroll as well as provide proof of accuracy.
