MPI_0002 Year-to-Date Report

This topic contains specific information about the MPI_0002 Year-to-Date report. It includes explanations about the Report Properties dialog pertaining to this report.

For more information, see The Report Properties Dialog.

Overview

The Year-to-Date (YTD) report is useful for a variety of tasks, such as verifying year-to-date figures when you are balancing retirement account withholdings, quarterly, and yearly tax withholding figures. In addition, you can use it as a cross-reference for totals within the system and on other reports, such as labor distribution.

Year-to-date figures are very important with regard to running quarterlies and year end tax forms. For this reason, it is a good idea for service bureaus to review the YTD figures of their clients on a regular basis. Problems with calculations, irregular check types, adjustments, and deleted processes can all be the cause of questionable YTD figures.

It is possible for YTD figures to not agree with the figures that would be generated, based on the summation of history records for employees by pay period. Therefore, your first step should be to submit an UpdateYTD job manually for the company in question.

Date Selection

In the Report Properties dialog, click on the Date Selection tab. The system displays the Date Selection page.

As explained in Date Selection, you can use Override Dates  to select specific check date/process number combinations. Millennium® actually bases each report on one or the other: the date or the process number.

This report is based on the process number.

This report uses company-style default date ranges (Most Recent Pay Period, Current Month, and so on); however, the data is pulled from the YTD tables. Therefore, it does not matter which date range is chosen—the report will always provide the year-to-date as of the date you run the report.

Data Selection

In the Report Properties dialog, click on the Data Selection tab. The system displays the Data Selection page.

As explained in Data Selection, you can use this page to include company filters to narrow down the selected data for this report. If you want to create a filter, design it to access the following database tables:

• CInfo
• EInfo
• EYtd

Subtotals/Breaks

In the Report Properties dialog, click on the Subtotals/Breaks tab. The system displays the Subtotals/Breaks page:

Figure 2-334: Subtotals/Breaks page

The default Sort Order is Dept Name. Available sorts include:

• Dept Name
• Dept ID
• Name
• ID
  

This report allows six categories in the Groups column. If you select Custom Sort Order , the groups in Table 2-294 are available:

Table 2-294: Available Groups

Company	Pay Group	Pay Frequency	User 1
Service Bureau	CC1	Job	User 2
City	CC2	Position	User 3
State	CC3	EEOC Equal Employment Opportunity Commission	User 4
ZIP	CC4	Tax Form	User 5
County	CC5	Union	User 6
Employee Status	Full Department	Supervisor	User 7
Employment Type	Workers’ Comp Code		User 8

This report allows two categories in the Sorts column. If you select Custom Sort Order , the sorts in Table 2-295 are available:

Table 2-295: Available Sorts

Company	Pay Group	Pay Frequency	User 1
Employee ID	Hire Date	Auto Pay	User 2
Employee Name	CC1	Job	User 3
City	CC2	Position	User 4
State	CC3	EEOC	User 5
ZIP	CC4	Mail Stop	User 6
County	CC5	Tax Form	User 7
Employmee SSN	Full Department	Union	User 8
Employee Status	Workers’ Comp Code	Supervisor
Employment Type	Clock Number

Additional Formulas

In the Report Properties dialog, click on the Additional Formulas tab. The system displays the Additional Formulas page:

Figure 2-335: Additional Formulas page

For more information about using additional formulas, see Additional Formulas. Each additional formula for this report is explained below:

Include ER Taxes

If you put a check in this check box, the report includes taxable wages for employer taxes.

Note: Tax amounts will not be displayed.

Employee Line 1 – Employee Line 3

Use these drop-down lists to specify which piece of employee data is displayed in the corresponding line of information underneath the employee’s name.

The valid entries are shown in the table below:

Table 2-296: Available formula values for Employee Line entries

Company	CC1	Job	User 1
Employee ID	CC2	Home Phone	User 2
City	CC3	Position	User 3
State	CC4	EEOC	User 4
ZIP	CC5	Work Phone	User 5
County	Full Department	Work Extension	User 6
Employee SSN	Workers’ Comp Code	Mail Stop	User 7
Employee Status	Clock Number	E-mail Address	User 8
Employment Type	Default Hours	Tax Form	Base Rate
Pay Group	Pay Frequency	Union	Salary
Hire Date	Auto Pay	Supervisor	Rate/Salary