How To: Run a Payroll Comparison Report
To help you easily track whether totals for the current payroll are in line with previously finalized payrolls, the system has a Payroll Comparison report. This report is available in your pre-process View Reports section of the Payroll Prep checklist.
By default, the Payroll Comparison report compares the current non-finalized payroll to the last matching payroll. To determine the last matching payroll, the system looks at Payroll Type (such as Regular), the pay period profile, and the payroll's EIN.
You can configure the report to compare the payroll to a payroll other than the default. Under Filters, select a different
payroll in the Payroll list box. The Payroll list box allows you to select past payrolls of all types or compare two specific payroll dates.
The Last matching mo. payroll filter behaves similarly to the Last matching payroll filter, but Last matching mo.
matches the monthly frequency (week in the month). This filter is handy when certain earnings and deductions are
calculated only once a month.
The Payroll Comparison report allows users to compare two different pay date time frames. If a user's company has Multi-EIN enabled, they have the ability to select the applicable EIN to be included in the Payroll Comparison report by choosing the EIN from the Company EIN drop-down located in Filters. The Company EIN drop-down is blank by default.
The Payroll Comparison report displays differences between the payrolls, broken down by the following payroll categories:
- Number of employees paid: Select # Paid employees to see the paid employee numbers by subcategory (such as 2
Terminated employees and 50 Active employees)
- Number of pay statements: Select # Pay statements to see the pay statements by subcategory (such as 3rd Party Sick,
Bonus, Manual, Regular, Void)
- Deductions: Subcategories are based on your E/D/T Name (Earning Name)
- Earnings: Subcategories are based on your E/D/T Name (Deduction Name)
- Net Pay: Subcategories are Checks and Direct Deposits
- Reimbursement: Subcategories are based on your E/D/T Name (Earning Name)
- Taxes: Subcategories are based on your E/D/T Name (Tax Name
Each Category can be expanded to include Sub-Category details
For each of those categories and sub-categories, the columns in the report display the following information:
- Compare from payroll values
- Compare to payroll values
- Variance amount
- Variance percent
These columns can be filtered to only include specific values using the below filter options
For example: to display all Variance Amounts over $350 use the following filter
Select View Detailed Records icon to display a report with more details about
the differences for that category. Filters can be applied to each of these columns as well.
Deductions with an employer portion, such as retirement or benefit premiums, the ER payroll values and variances can be reported.
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