The Pool Bank Summary Report produces a report for selected employees for a selected pool bank which describes the total amount contributed, the total amount withdrawn, and the total of that employee's amount for the given pool bank. There is a single line presented for each employee. The program calculates the balance based on a range of periods and uses a maximum value specified as one of the prompts to determine whether the summary record for the employee should be included in the report or excluded. This report can be used in its summary form to highlight selected employees that may deserve further examination using the pool bank detail report.
Enter Pool Bank Number to Report
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Enter a valid pool bank number.
Report All or Selected Employees
Report Employees Terminated/On Leave/Both
Sort Report by Employee Number or Name
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Enter 'E' to report employees in employee number sequence.
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Enter 'N' to report employees in employee name sequence.
Enter Start Period
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Enter the pay period where the report is to begin.
Enter End Period
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Enter the last pay period you wish to report on.
Maximum Closing Value
Enter the amount of the maximum closing value to be reported. All employees with amounts over this will not be reported. NOTE: This can be used to produce an overdrawn report, for example, by using the value 0.00.
The following information is displayed on the report.
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Employee Number and Name
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Withdrawal Amount
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Earned Amount
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Total per employee