Run types

Create a run type

1. In the Navigation pane, highlight the Payroll/Human Resources > Setup > Run Types folder.
2. Click . The New Run Type window opens.

   

3. Enter a unique Code for the run type.
4. Enter a Description of the run type.
5. In the Pay Periods Per Year field, enter the number of annual pay periods for the run type. This value is used to determine how to annualize checks for tax calculation purposes.
6. In the GL Batch field, enter the batch name to use on all checks created by payroll runs of this type. This value becomes the batch code on GL entries created from the checks. By keeping batch names unique across run types, you can ensure that a separate GL entry is created for each payroll run since payroll runs for the same run type have different check dates.
7. In the Liability Account field, select the account to use for balancing cash and accrual journal entries related to payroll runs of this type. Credits from the accrual entry and debits from the cash entry are posted to this account.
8. In the Bank Account field, select the credit account to use for cash journal entries related to payroll runs of this type.
9. If you need to split pay periods for the run type whenever a pay period crosses GL periods, mark the Split Period checkbox. For instance, suppose you have a weekly pay period that crosses a GL month-end boundary, and suppose all your hours are posted to the pay period end date. Marking this checkbox causes expenses for the pay period to be prorated based on the number of work days in each affected GL period. The days in each split period are entered when you create a payroll run of this type.
10. If you want ActivityHD to report an error during payroll processing for any employees who are assigned to the run type that do not have a time sheet for the run, mark the Time Sheet Required checkbox. This setting does not affect Process Time Sheets.
11. If the run type is for payroll runs which generate separation checks, mark the Separation checkbox. A separation check is a final check for a terminated employee. The run type provides the default value for the Separation flag on payroll runs created using the run type. You cannot mark both the Separation checkbox and the Correction checkbox.
12. If the run type is for payroll runs which generate correction checks, mark the Correction checkbox. The run type provides the default value for the Correction flag on payroll runs created using the run type. When a correction check is processed, the separation check validation which prevents two checks to an employee in the same pay period is skipped; otherwise, the correction flag is informational only. You cannot mark both the Separation checkbox and the Correction checkbox.
13. Save the new run type.

Run Types Listing

Purpose

The Run Types Listing provides a list of the payroll run types defined in Payroll.

Content

For each run type included on the report, the listing shows:

• description
• periods per year
• whether split periods are supported
• whether time sheets are required
• separation flag indicator
• correction flag indicator
• GL batch
• liability account
• bank account.

In addition, you can include one or more of the following:

• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Payroll/Human Resources > Setup > Run Types folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of run types:
     1. Right-click the Run Types folder and select Select and Report > Run Types Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected run types:
     1. In the HD view, select the run types to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click .
   • To report on a particular run type from the Run Type window:
     1. In the HD view, locate and double-click the run type to report on. The Run Type window opens with the run type loaded.
     2. Click .
3. Select the Options tab.

   

4. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
5. Mark the checkbox(es) for the additional information to include:
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
6. Select the Output tab.
7. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).
From
The email account from which to send the email. Valid options are:
• Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
• Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
• Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.

Data extensions

The following data extension is available for the report:

• Run types