Payroll note types

Create a payroll note type

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

   

3. Enter a unique Code for the payroll note type. If you intend to create a number of note types, consider using an implicit scheme to organize the note types so that wildcards can be used to select groups of related note types. If you will only be using a few note types, consider using meaningful mnemonic codes.
4. Mark the Publish to Self-Serve checkbox if you want notes of this type to be available to employees on the Self-Serve site. Users must have "Publish" access to note types to mark the checkbox.
5. Enter a Description of the payroll note type.
6. A Plural Name is required on notes flagged for publishing to Self-Serve. Enter the plural name for the note type as you want it to display as a menu item under the Employees menu in Self-Serve.
7. Save the new payroll note type.

Purpose

The Note Types Listing provides a list of the note types defined in Payroll.

Content

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

• description.

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 > Note Types folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of note types:
     1. Right-click the Note Types folder and select Select and Report > Note Types Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected note types:
     1. In the HD view, select the note 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 note type from the Note Type window:
     1. In the HD view, locate and double-click the note type to report on. The Note Type window opens with the note type loaded.
     2. Click .
3. Select the Options tab.

   

4. Mark the checkbox(es) for the additional information to include:
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
5. Select the Output tab.
6. 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).

Data extensions

The following data extension is available for the report:

• Note types