All Options settings are based on a user and saved until changed by that user.
Standard packages contain reports generated from a specific process. There are four standard Paychex created packages available.
Payroll: Annual – Displays all reports and tax returns produced with year-end processing.
Payroll: Invoice – Displays the invoice.
Payroll: Pay Period – Displays all reports produced with a payroll. There is one package for each payroll processed.
Payroll: Quarterly – Displays all reports and tax returns produced with quarter-end processing.
The standard package panel displays above the Report Results grid and displays the list of package folders based on the options you selected.
Selecting the star icon in the top right corner of the standard package panel places the package at the top of the Report Packages list. If the star is highlighted yellow, the package displays in alphabetical order at the top of the list.
Each standard package can be customized in several ways through the Options menu when the specific package is selected.
Standard package panel options:
Add to Favorites adds the package to Favorites.
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All Options settings are based on a user and saved until changed by that user. |
Use one of the following views to display the payroll package.
Grid View (default) - Displays packages as folders in a grid format.
Folder View - Displays packages in a filing cabinet format.
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The Options menu displays the alternate available view. |
Use the following options to change the order your folders display in.
Show Multiple Companies In - Displays packages as folders by date or by company.
Show Folders By – This option is only available for the Payroll: Pay Period package and allows you to display packages in check date, run date, or period end date order.
Use Filter By to indicate which reports to display in the package folder. All reports are checked, and display by default.
Click Filter Reports. The Filter Pay Period Reports screen displays.
Select the reports to view if they are not checked. To not view a specific report, clear the applicable checkbox.
Click Save.
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The Filter By option is not available for the Invoice Package. |
Setting your Preferences controls the look, feel, functionality, and display of the package. Use Preferences to display specific folders, browse the most recent folder, include all reports in the selection grid, select report download options, and update email and message options.
For each Preferences option, you have the choice to save your preferences to all your packages (Save Globally) or save your preferences to the current package (Save)
Default View – This setting determines what default view (Folder View or Grid View) your packages display in.
Browse Folder - This setting determines which folder, if any, displays in the Report Results grid when the package is opened. Select one of the following options:
Most Recent Automatically to automatically have the most recent reports display in the Report Results grid.
On Selection to manually select which folder to display in the Report Results grid.
Select Reports - This setting determines if the reports in the folder are selected for additional action in the Reports Results grid. Select one of the following options:
Automatically on Browse Selection for all reports to be checked when the folder is opened.
Manually to manually check the reports to take additional action on, such as view or download.
Download – This setting allows you to select one of the following options for how to download multiple report selections:
All Reports as Individual Files to download each report individually.
All PDF Reports as One File to download one PDF file.
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Other report formats are downloaded as individual files. |
Updates – This setting determines if you receive an email notification and/or Message Board message when reports are available.
Email me when new reports are ready to receive an email when new reports are available.
Post to my messages when new reports are ready to receive a notification in My Messages when new reports are available.
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Both options can be selected to receive notification in both ways or both can be cleared to not receive any notifications |
Click Reporting: or the reporting icon at the top right of the screen to return to the Reporting landing page.
If the report name shows a triangle arrow, click it to expand to view individual employee details.
To change the company you are currently viewing to another company, select the drop-down menu next to Company Desktop, then select the company to view.
To view reports for multiple companies at the same time, select Multiple Company Selection from the drop-down menu. In the pop-up window that displays, select each company to view.
BROWSE FOLDER displays folder contents in the Report Results grid.
VIEW FOLDER opens all the reports in a folder in one PDF file.
Click DOWNLOAD FOLDER to download and save reports locally.
After you select BROWSE FOLDER, the CLOSE FOLDER option displays. Click CLOSE FOLDER to remove all reports from that folder in the Report Results grid.
Click Show Reports to display the folder contents in the Report Results grid.
Click Hide Reports to remove the folder contents from the Report Results grid.
To view a folder, select the applicable checkbox then click View. To download a folder, select the applicable checkbox, then click Download.