Paycor Custom Web Reporting

More Totaling Options

By Paycor CWR, on January 12th, 2012

Whether you want only employee detail or just one line of grand totals for your report, all combinations are explained below. All changes are made to the Columns screen:

Employee Detail Only

Add desired columns to the report. Move into the Filters screen to continue with report creation.

Employee Detail + Subtotals

Add desired columns to the report. Select Sort Options:

Select how data should be sorted for subtotaling. The columns chosen for sorting will be the columns available for subtotaling. There is an option to add various levels of sort within the report if needed.

Select Done to return to the Columns screen. Select the Subtotals button:

In the Subtotals screen the sorted columns populate the top half of the screen. The bottom half of the screen shows what columns are available to select for subtotal values.

Select Done and move into the Filters screen to continue with report creation.

Employee Detail + Subtotal + Grand Totals

Follow above instructions for Employee Detail + Subtotals

At the bottom of the Subtotals screen select the box stating Calculate Grand Totals to add grand totals to the report.

Select Done and move into the Filters screen to continue with report creation.

Employee Detail + Grand Totals

Add desired columns to the report. Select the Subtotals button:

Select the columns to calculate grand totals for:

At the bottom of the Subtotals select the box stating Calculate Grand Totals:

Select Done and move into the Filters screen to continue with report creation.

Subtotals Only

Add desired columns to the report. Select Sort Options:

Select Done and return to the Columns screen. Select the Subtotals button:

In the Subtotals screen the options that are sorted populate the top half of the screen. The bottom half of the screen shows what columns are available to select for subtotal values. Select Hide Employee Detail to show only subtotal values in the report.

Select Done and move into the Filters screen to continue with report creation.

Subtotals + Grand Totals

Follow above instructions for Subtotals Only

At the bottom of the Subtotals screen select the box stating Calculate Grand Totals and Hide Employee Detail to show only subtotal values in the report. All columns that are not able to be subtotaled will not populate this report.

Select Done and move into the Filters screen to continue with the report creation.

Grand Totals Only

Add desired columns to the report. Select the Subtotals button:

Select the columns to grand total:

Select Calculate Grand Totals and Hide Employee Detail to receive only grand totals:

Select Done and move into the Filters screen to continue with report creation.

Tell us what you think using the feedback tab in Custom Web Reporting:

Show all employees, even if not paid

By Paycor CWR, on January 12th, 2012

With the click of a button the reports you currently have created and new reports will be able to include all of your employees, even if they were not paid in the reported timeframe. These changes apply to the Pay Detail report types.

In new and existing reports you will see a new addition to the Filters screen under the Employee Filters drawer. By default Show paid employees only is selected.

This selection will show all paid employees regardless of employment status.

Example shown below:

In order to include employees along with those employees paid, select the button underneath titled Show all employees even if not paid.

Both paid employees and unpaid employees will populate the report.

Example shown below:

Tell us what you think about this new feature using the feedback tab in Custom Web Reporting:

New/Revised Fields in Custom Web Reporting

By Paycor CWR, on January 12th, 2012

Custom Web Reporting is continuing to add more fields from Paycor Payroll and the HR Performer Product. We have recently added and updated twenty fields from Paycor Payroll into Custom Web Reporting. Below you will find a list of these new fields, where you can find them, and a description of what these fields mean to you.

Custom Web Reporting Field Name	Custom Web Reporting Drawer	Report Type	Change Description
Home Phone Number	Personal Information	All Report Types	Phone Number updated to include Region as first three digits if designated in Payroll.
Cell Phone Number	Personal Information	All Report Types	Phone Number updated to include Region as first three digits if designated in Payroll.
Work Phone Number	Employment Information	All Report Types	Phone Number updated to include Region as first three digits if designated in Payroll.
Retirement Plan Eligible	Employment Information	All Report Types	New field from Employee General Tab in Export Wizard
Payroll Employee Notes	Employment Information	All Report Types	All notes from Notes/Allocation tab in Export Wizard
Rate #1 Percent Change	Compensation	All Report Types	Calculate and store more recent rate #1 percent change
Rate #2 Percent Change	Compensation	All Report Types	Calculate and store more recent rate #2 percent change
Rate #3 Percent Change	Compensation	All Report Types	Calculate and store more recent rate #3 percent change
Hours Available	Scheduled Benefit Accruals	Scheduled and Distributed – Benefit Accruals	Update this field to be calculated as Starting Balance + Hours Accrued-Hours Taken
Starting Balance	Scheduled Benefit Accruals	Scheduled and Distributed – Benefit Accruals	New field from Employee Benefit Accruals Tab in Export Wizard. Field will show YTD Starting balance for current benefit year.
Hours Accrued	Scheduled Benefit Accruals	Scheduled and Distributed – Benefit Accruals	New field from Employee Benefit Accrual Tab in Export Wizard. Field will show YTD hours accrued for current benefit year.
Hours Taken	Scheduled Benefit Accruals	Scheduled and Distributed – Benefit Accruals	New field from Employee Benefit Accrual Tab in Export Wizard. Field will show YTD hours taken for current benefit year.
Benefit Frequency	Scheduled Benefit Accruals	Scheduled and Distributed – Benefit Accruals	New field from Employee Benefit Accrual Tab in Export Wizard.
Direct Deposit Hold Indicator	Direct Deposit	Bank/Direct Deposit	New field from Direct Deposit tab in Export Wizard.
Pay Rate Percent Change	Compensation History	Pay Rate History Report Type	Calculate and store percent change from the rate chosen from the previous rate.

Find data for up to 7 years with Custom Web Reporting

By Paycor CWR, on November 17th, 2011

Custom Web Reporting allows you to report on payroll information for up to seven years of history. Reporting on past information can be done by moving into the filters tab in Custom Web Reporting.

You will see three years of check dates available for you to select for your report in the Check Date selection within Date Filters. If you would like a specific check date between 3-7 years in the past, select Check Date within Date Filters and Show More in the drop down menu for year. You can also select a custom date range for up to seven years in using the date range selection.

Your screen will give you a message the first time you request information between three to seven years of data. Your screen will look like this:

This message will only happen the first time you request a report with over three years of history.

You will receive an email when all of your information is ready and you are able to run your report. If you try to run a report for over three years of data before you receive an email, you will see the screen below. This means your data is still pulling out of our data archives into Custom Web Reporting.

Once you receive an email from Paycor stating your information is ready, you will be able to run your report.

When your report is running, you may receive a notice that the report may take longer than five minutes to run. You will be given the option to wait for your report to run or have a secure email sent to you with the report. This allows you to move on with your day and the report will automatically email to you when it is ready.

You can help make Custom Web Reporting better!

By Paycor CWR, on November 4th, 2011

Custom Web Reporting has recently celebrated its first birthday! The first year of Custom Web Reporting has helped us learn a lot about what YOU think. Paycor is always looking for ways to improve your experience with our products and we are continuing to make our existing products better based on your feedback. Paycor has added a new forum for you to submit your ideas to us. Think of it as a Custom Web Reporting suggestion box.

You will notice when you log into Custom Web Reporting, there is a feedback tab to the left hand side of the application.

Clicking this link will open a forum of suggestions that other users made. You can then vote on those suggestions and add your own suggestions for other users to vote on. The more votes a suggestion gets, the higher priority it is on our enhancement list.

Once you are done making suggestions you can exit the feedback area and return to Custom Web Reporting. The feedback tab is located on all screens of Custom Web Reporting.

This tab will soon be soon located on all Paycor applications!

What report type should I choose to begin my report?

By Paycor CWR, on November 4th, 2011

The report type you choose defines the group of fields (columns), from which you can select from for the report you are building. The report types are available under the Setup screen in Custom Web Reporting. The sample report fields to the right of the screen will provide you with examples of columns you choose in that report type.

Personal and employment information for each employee such as employee name, phone number, base department, and hire date are available on all report types.

Report Type	Sample Fields Included	Report Ideas for this Type
Bank/Direct Deposit	Employee bank names, account numbers & routing numbers	Employee list with bank account information Verify employee banking information Provide information to 3^rd party for direct transfer of funds
Employee Current	Personal, Employment, and Compensation information for all current employees	Monthly birthday list Address and phone number list Employee pay rate list Create mailing labels
Human Resources	For clients using HR+, this option allows you to report on the screens available in HR+	Emergency contact information Educational history of employees Look at past performance reviews Detail about safety incidents
Labor Allocation	Employee current labor allocation percentages	View employees set up for automatic labor allocation
Pay Detail – Distributed Only	Report on a specific earning, deduction, or tax code. Gross wages, net amount, and check summary totals	Properly distribute hours and earnings to labor allocated departments All employees who were paid in the time selected will populate the report Earning, deduction, and tax codes displayed as columns in the report
Scheduled and Distributed – Benefit Accruals	Scheduled Accruals, Distributed Accruals, Check Summary	Benefit accrual balance reporting Available hours for all employees Hours accrued vs. Hours taken reporting
Scheduled and Distributed – Deductions	Scheduled Deductions, Distributed Deductions, Check Summary	Report on child support deductions including case number Scheduled vs. distributed deductions taken Deduction codes are displayed as a row in the report
Scheduled and Distributed – Earnings	Scheduled Earnings, Distributed Earnings, Check Summary	Scheduled vs. distributed earnings Report on hours and wages Earning codes are displayed as a row in the report
Scheduled and Distributed – Taxes	Scheduled taxes, Distributed taxes, Check Summary	Scheduled vs. distributed taxes Report on hours and wages Tax codes are displayed as a row in the report

Take a look at an in depth look at the Custom Web Reporting Library

Making stressful times easier with Custom Web Reporting

By Paycor CWR, on October 10th, 2011

Transitioning from one employee doing your payroll, to another, is always hard. Paycor makes this transition much easier through Custom Web Reporting.

Let’s say John has been your payroll contact for a year and decides to leave your company. You are now in charge of taking over John’s responsibilities and need access to his payroll reports. This could be a very stressful process, but your Paycor Payroll Specialist is here to help!

Reports can be transferred as easily as picking up the phone and asking your specialist “Would you please provide me access to John’s reports?”

Paycor is always here to help when you need us most!

Custom Web Reporting Has Added More

By Paycor CWR, on September 30th, 2011

If you use HR Performer you already know Custom Web Reporting combines your payroll and HR fields into one easy to use reporting building tool. What you may not know is we recently added 88 fields from the Position, Employee, Personal, and Report Options.

Position data from HR Performer will be available in the Position (HRP) field drawer of Custom Web Reporting in ALL report types:

Continue reading Custom Web Reporting Has Added More

Sharing Reports with Another User

By Paycor CWR, on September 21st, 2011

Custom Web Reporting users can share reports with other CWR users within the organization.

Highlights of the Sharing feature:

The users with whom you share a report can change anything on the Filters and Output tab without it affecting your report.
If the user wants to change anything on the other tabs, they can make a copy of the report and then make changes to the copy.
You can always see who is sharing the report by looking at the selection boxes on the Sharing tab

To Share a Report with another user:

Open a report. You will notice a Sharing tab next to Output.
Click the Sharing tab when you have completed creating or making changes to your report.
A list of users with whom you can share is displayed. Select the user or users with whom you wish to share the report and then click Share & Close.

The shared report is added to the recipient’s report list. You can tell it is a shared report because the originator’s name is added at the end of the report title.
The recipient can use the shared report as is or modify the Filters and Output tab. If the recipient wants to make other modifications to the report, they can do so by copying the report.
The recipient can share the report with other users.

NCCI Codes and Rates Now Avaliable

By Paycor CWR, on September 19th, 2011

Workers’ Compensation is easy with Paycor! Paycor has the ability to classify, calculate, and help you create Workers’ Compensation reports. Need past workers’ compensation information for an audit? No problem! Custom Web Reporting can help you get the information you need to get auditors in and out of your office as quickly as possible. Also, since Paycor calculates your premiums per pay period you can more closely budget for workers’ compensation costs.

Paycor has added NCCI Code and NCCI Rates in Custom Web Reporting from your payroll. Check out two different ways Custom Web Reporting can get you the information you need. The video tutorials to the left will show you how Workers’ compensation can go from taking you hours to minutes!

Paycor Custom Web Reporting

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