Email Statement Field Report

This report provides the ability to report on those employees with a specific Earn Statement or W2 / T4 Statement setting, no email address, or with/without a domain attached to the employee's email.

This process is a payroll specific process and must be run for each payroll separately.

This report includes an option to generate an export file, ######.CSV, where ###### is the job number. The export file is generated where the logical SRB$OPSWRK is defined. All fields within the export file have any extra spaces removed from the front and back of the fields and all fields are separated by a comma.

The export file includes the following fields:

Payroll ID code
Employee number
Employee name
Location code
Employee's Earn, T4 or W2 Statement field value
Employee's PDF Statement password, when applicable
Employee's email address (including client email domain when applicable)
Employee's status

Process Earning Statement or T4 Statement Field

Process Earning Statement or W2 Statement Field

Enter 'E' to report on the EARN STATEMENT field.
Enter 'T' to report on the T4 STATEMENT field.
Enter 'W' to report on the W2 STATEMENT field, for US payrolls.

Report For Earn Statement Field Set

Report for W2 / T4 Statement Field Set

Use the look-up for a list of valid options.

Enter 'A' to report employees regardless of the employee's Earn or W2 / T4 Statement field value.
Enter 'M' to report only those employees with the Earn or W2 / T4 Statement value of Mail.
Enter 'E' to report only those employees with the Earn or W2 / T4 Statement value of Email.
Enter 'W' to report only those employees with the Earn or W2 / T4 Statement value of Web access.
Enter 'ME' to report only those employees with the Earn or W2 / T4 Statement value of Mail plus Email.
Enter 'MW' to report only those employees with the Earn or W2 / T4 Statement value of Mail plus Web.
Enter "MN' to report only those employees with the W2 / T4 Statement value of Mail with no PDF.

Leave blank and you can report those employees without an Earn Statement value.

Report Employees With No Email Address

Enter 'Y' to include employees that have no email address.
Enter 'N' to omit employees that do not have an email address.
Enter 'O' to only report those employees that do not have an email address.

Report Email Addresses with a Domain

Enter 'A' to include all employees.
Enter 'Y' to report employees that have a domain as part of their email address. For sites that have implemented the Client Email Domain under the atrieveHR Master Profile, this feature will supply you with a list of the email addresses not currently using the site domain.
Enter 'N' to report employees that do not have a domain defined on their email address.

Select Employees by Code

Enter a 2-character code to define the field to use for employee selection

Employee Number – EM
Salary Grid – GR
Pay Cycle Code – CY
Pay Type – PT
Pay Code - PC
Cost Center – CS
Occupation Code – OC
Employee Type – ER
Shift Code – SC

When Employee Selection is by Employee Number:

Report All or Selected Employees

When employee selection is based on any field other than employee number, you are prompted to enter one or more of that code or value. You may enter valid codes or any combination using the wild card '?'. The list of values entered will determine if an employee's master function line will be matched.

Enter Location Codes for Employee Selection

To include all locations or enter a list of locations, one at a time, to be used for employee selection.

Select Active / Terminated / On Leave / On Leave with Benefits / Full Employees

The employee selection by employee status allows you to select one or more employee status's to be included.

Enter 'A' to select only active employees.
Enter 'T' to select Terminated employees.
Enter 'L' to select On Leave employees.
Enter 'B' to select On Leave with Benefits employees.
Enter 'F' to select all employees.

Sort Report by Employee Number or Name

Enter 'E' to generate the report in employee number order
Enter 'N' to generate the report in employee name order.

Include Generation of CSV Export File

Enter 'N' to omit the generation of the export file.
Enter 'Y' to include the generation of the export file.

A report lists the following:

The employee number and name
The employee's location code
The employee's Earn Statement or W2 / T4 Statement field value
The employee's PDF Statement password, when applicable
The employee's email address plus Client Email Domain, when applicable
The employee's status
The total number of employees reported