Check line groups

Security

Built-in filters

A check line group groups check lines together for calculation and reporting purposes. Check line groups are assigned to segment items, and by extension, to PRCodes. If you change the check line groups on a PRCode, you reclassify the check lines that reference the PRCode.

Some calculation expressions require a total from groups of other check lines. For example, Medicare gross is an employee's gross wages minus the total of deductions that are not subject to Medicare. For this, you need a GrossWages group assigned to the appropriate check lines and a Pre-Medicare group assigned to the deduction lines that reduce Medicare wages.

ActivityHD has over fifty basic check line groups already built in for your convenience and for gathering W-2 information. However, you can define your own check line groups to accommodate your payroll's particular requirements.

Tip

Take a look at the Memo tab on built-in groups. Many built-in groups include an explanation of how they should be used.

Create a check line group

In the Navigation pane, highlight the Payroll/Human Resources > Setup > Groups folder.
Click . The New Group window opens.
Enter a unique Name for the check line group. Group names cannot contain spaces.
Enter a Description of the check line group.
In the Source Name field, enter a name for the source amount for check lines that belong to the check line group. Source names cannot contain spaces. Leave this field blank if the total source amount is not a useful number.
In the Source Scale field, enter the number of decimal places to allow in the source amounts. Valid values are 0 to 4. The default value is 2.
In the Result Name field, enter a name for the result amount associated with check lines that belong to the check line group. Result names cannot contain spaces.
In the Result Scale field, enter the number of decimal places to allow in result amounts. Valid values are 0 to 4. The default value is 2.
Mark the Qualified by Tax Entity checkbox if this check line group should be followed by a tax entity when used in calculation expressions. This checkbox cannot be marked if the group is assigned to a non-tax segment item.
Mark the Qualified by Employee/Employer checkbox if this check line group should be followed by an "EE" or "ER" qualifier when used in calculation expressions. This checkbox cannot be marked if the group is assigned to a pay or statistic segment item.
Select the Segment Items tab.
In the Segment Items table, enter the segment items to assign the check line group to.
When you finish, save the new check line group.

Groups Listing

Purpose

The Groups Listing provides a list of the check line groups defined in Payroll.

Content

For each check line group included on the report, the listing shows:

description
calculation qualifier
source name
source scale
result name
result scale
whether the group is a built-in group.

In addition, you can include one or more of the following:

segment items
timestamps
memos
custom fields.

The following total appears on the report:

record count.

Print the report

In the Navigation pane, highlight the Payroll/Human Resources > Setup > Groups folder.
Start the report set-up wizard.
- To report on all or a filtered subset of check line groups:
  1. Right-click the Groups folder and select Select and Report > Groups Listing from the shortcut menu.
  2. On the Selection tab, define any filters to apply to the data.
- To report on specifically selected check line groups:
  1. In the HD view, select the check line groups to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
  2. Click .
- To report on a particular check line group from the Group window:
  1. In the HD view, locate and double-click the check line group to report on. The Group window opens with the check line group loaded.
  2. Click .
Select the Options tab.
Mark the checkbox(es) for the additional information to include:
- Segment Items
- Timestamps
- Memos
- Custom Fields (only visible if custom fields are set up)
Select the Output tab.
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 extensions are available for the report:

Groups
Segment items

Group Record ID

Name

A unique name for the check line group. Group names cannot contain spaces.

Group tab

Description

A description of the check line group.

Source Name

A name for the source amount for check lines that belong to the group. Source names cannot contain spaces. Leave this field blank if the total source amount is not a useful number.

Source Scale

The number of decimal places to allow in the source amounts. Valid values are 0 to 4. The default value is 2.

Result Name

A name for the result amount associated with the check lines that belong to the group. Result names cannot contain spaces.

Result Scale

The number of decimal places to allow in result amounts. Valid values are 0 to 4. The default value is 2.

Qualified by Tax Entity

If this checkbox is marked, the group should be followed by a tax entity when used in calculation expressions. This checkbox cannot be marked if the group is assigned to a non-tax segment item.

Qualified by Employee/Employer

If this checkbox is marked, the group should be followed by an "EE" or "ER" qualifier when used in calculation expressions. This checkbox cannot be marked if the group is assigned to a pay or statistic segment item.

Segment Items tab

Segment Items table

Use this table to add the segment items which belong to the group.

Segment Item

A segment item included in the group.

Press F3 to look up the value.

If a value is already selected, you can press F4 to open the record in its native editor.

Description

The description of the selected segment item.

Custom tab

This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.

Fields subtab

This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.

References subtab

This tab is visible if other records reference the current record.

Reference

From the drop-down list, select the custom field to view references for. Reference custom fields have the following format: PackageName.EntityName.CustomFieldName.

Example

Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.

Exchange Folder subtab

This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified Exchange folder.

File subtab

This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.

This tab renders the contents of the specified file according to its file type.

Internet Address subtab

This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified web page.

Network Folder subtab

This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified network folder.

Attachments tab

The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.

Attachments

The list box shows the files which are attached to the current record. Highlight a file name to preview the file in the adjacent pane. Double-click a file name to open the file in its native editor.

Preview pane

If a file name is highlighted in the Attachments list box, this pane shows a preview of the file contents. Some file types cannot be previewed but can be double-clicked to open in their native editor.

Other tab

Memo tab

To include additional information about this record not collected elsewhere, enter it in this text box. This area supports common keyboard shortcuts such as Ctrl+C to copy and Ctrl+V to paste.

Timestamps tab

This tab shows the user who created this record and the date and time of creation as well as the user, date, and time of the latest modification to the record.

Group	Description	Source	Source Scale	Result	Result Scale	Tax Entity?	EE/ER?
3rdPartySickPayMed	3rd Party Sick Pay Medicare Tax		2	Amount	2
3rdPartySickPaySS	3rd Party Sick Pay Social Security Tax		2	Amount	2
3rdPartySickPayTax	3rd Party Sick Pay Tax		2	Amount	2
401k	Elective deferrals to a section 401(k)		2	Amount	2		✔
403b	Elective deferrals to section 403(b)		2	Amount	2		✔
408k6	Elective deferrals to section 408(k)(6)		2	Amount	2		✔
408p	408(p) SIMPLE contributions		2	Amount	2		✔
409A	409A non-qualified deferred compensation		2	Amount	2
409AIncome	409A non-qualified deferred compensation income		2	Amount	2
457b	Elective deferrals section 457(b)		2	Amount	2		✔
501c	Elective deferrals section 501(c)(18)(d)		2	Amount	2		✔
ACAHours	Affordable Care Act Hours		2		2
Adoption	Adoption benefits		2	Amount	2
AllocatedTips	Allocated Tips		2	Amount	2
Archer	Contributions to an Archer MSA		2	Amount	2		✔
BarbHairGross	Barbers or hairdressers gross earnings		2	Amount	2
Bonus	Bonuses and stock options		2	Amount	2	✔
BusinessExpReimb	Substantiated business expense reimbursement		2	Amount	2
CanForcesPoliceDed	Canadian Forces personnel and police deduction		2	Amount	2
CEWS1	Canada Emergency Wage Subsidy Period 1		2	Amount	2
CEWS2	Canada Emergency Wage Subsidy Period 2		2	Amount	2
CEWS3	Canada Emergency Wage Subsidy Period 3		2	Amount	2
CEWS4	Canada Emergency Wage Subsidy Period 4		2	Amount	2
CharDonat	Charitable Donations		2	Amount	2
Compensation	Total Compensation		2	Amount	2	✔
COVIDEmpRetention	COVID Employee Retention Credit Wages		2	Amount	2
COVIDQualifiedFamily	COVID Qualified family leave wages		2	Amount	2
COVIDQualifiedSick	COVID Qualified sick leave wages		2	Amount	2
CPP	Canada Pension Plan		2	Amount	2		✔
CPP2	Canada Pension Plan second contribution		2	Amount	2		✔
DependCare	Dependent care benefits		2	Amount	2
Disability	Disability Tax	Wages	2	Withheld	2	✔	✔
DispDed	Deductions from Disposable Income		2	Amount	2
DispPay	Pay in Disposable Income		2	Amount	2
DPSP	Deferred Profit Sharing Plan		2	Amount	2		✔
DriverGross	Drivers taxis/passenger vehicles gross		2	Amount	2
DT	Double time		2	Amount	2	✔
EEPaidPremHealth	Employee-paid premiums for private health plans		2	Amount	2
EI	Employment Insurance	Earnings	2	Withheld	2	✔	✔
EligibleRetire	Eligible retiring allowances		2	Amount	2
EmerVolunteerExempt	Emergency services volunteer exempt amount		2	Amount	2
EmploymentComm	Employment commissions		2	Amount	2
ERSponsoredHlthCost	Employer-sponsored health coverage cost		2	Amount	2
ExcessGroupTermLife	Taxable cost of group-term life over $50,000		2	Amount	2
ExciseTax	Excise tax excess golden parachute payments		2	Amount	2
FamilyLeaveTax	Family Leave Tax	Wages	2	Withheld	2	✔	✔
FishGross	Fishers gross earnings		2	Amount	2
FishNetPartnerAmt	Fishers net partnership amount		2	Amount	2
FishShareAmt	Fishers share-person amount		2	Amount	2
GarnAll	Garnishments - All		2		2
HIREExemptWages	HIRE exempt wages and tips		2	Amount	2
HouseBoardLodg	Housing, board, and lodging		2	Amount	2
HrsWorked	Hours Worked		2		2	✔
IncomeTax	Income Tax	Wages	2	Withheld	2	✔
IndianExemptSelfEmp	Indian (exempt income) - self-employment		2	Amount	2
IndianNonEligRetire	Indian - Non-eligible retiring allowance		2	Amount	2
IntFreeLowIntLoan	Interest-free and low-interest loan		2	Amount	2
MedicaidWaiverPymts	Medicaid waiver payments		2	Amount	2
Medicare	Medicare Tax	Wages	2	Withheld	2		✔
MedicareAdd	Additional Medicare Tax	Wages	2	Withheld	2
MedicareExemptPayEE	Pay exempt from employee Medicare		2	Amount	2
MedicareExemptPayER	Pay exempt from employer Medicare		2	Amount	2
MedTrav	Medical travel		2	Amount	2
MovingReimb	Excludable employee moving reimbursement		2	Amount	2
NonEligibleRetire	Non-eligible retiring allowances		2	Amount	2
NonQualified457	Non-qualified 457 plans		2	Amount	2
NonQualifiedNot457	Non-qualified Not 457 plans		2	Amount	2
NonStatStockIncome	Income from non-statutory stock options		2	Amount	2
NonTaxableCombat	Non-taxable combat pay		2	Amount	2
NonTaxableHSA	Non-taxable contributions to HSAs		2	Amount	2		✔
NonTaxableSickPay	Non-taxable sick pay		2	Amount	2
OT	Overtime Pay		2		2	✔
OTExempt	Overtime Pay exempt from taxable wages		2		2	✔
OtherTaxAllowBenefit	Other taxable allowances and benefits		2	Amount	2
PenAdj	Pension Adjustment		2	Amount	2
Pensionable	Pensionable Income		2	Amount	2
PerUseERAuto	Personal use of employer's automobile		2	Amount	2
PlacEmplAgencyGross	Placement/employment agency worker gross		2	Amount	2
PPIP	Employees PPIP	Earnings	2	Premiums	2
Pre90PastServCont	Pre-90 past service contribution - contributor		2	Amount	2
Pre90PastServNotCont	Pre-90 past service contribution - not contributor		2	Amount	2
PreDisability	Pre-disability Tax		2	Amount	2
PreFamilyLeaveTax	Pre-Family Leave Tax		2	Amount	2
PreIncomeTax	Pre-income tax		2	Amount	2
PreIncomeTaxBonus	Pre-income tax bonus		2	Amount	2
PreIncomeTaxPA	Pre-income tax Pennsylvania		2	Amount	2
PreIncomeTaxSupp	Pre-income tax supplemental		2	Amount	2
PreMedicare	Pre-Medicare tax		2	Amount	2
PreSocialSecurity	Pre-Social Security tax		2	Amount	2
PreUnemployment	Pre-unemployment tax		2	Amount	2
QPP	Quebec Pension Plan		2	Amount	2		✔
QPP2	Quebec Pension Plan second contribution		2	Amount	2		✔
QSEHRA	Qualified small employer HRA benefits		2	Amount	2
ReportedTips	Reported tips		2	Amount	2
RepROEEarn	ROE Earnings		2		2
RepROEHours	ROE Hours		2		2
RepROEVac	ROE Vacation		2		2
Roth401k	Roth contributions to section 401(k)		2	Amount	2
Roth403b	Roth contributions to section 403(b)		2	Amount	2
Roth457b	Roth contributions to section 457(b)		2	Amount	2
RPP	Registered Pension Plan		2	Amount	2		✔
SalaryDec	Salary Decrement		2		2	✔
SecOptBenefit	Security options benefits		2	Amount	2
SecOptDedd	Security options deduction 110(1)(d)		2	Amount	2
SecOptDedd1	Security options deduction 110(1)(d1)		2	Amount	2
Section83iDeferral	Aggregate deferrals section 83(i)		2	Amount	2
Section83iIncome	Qualified equity income section 83(i)		2	Amount	2
SecurityOptionsElect	Security options election		2	Amount	2
SocialSecurity	Social Security tax	Wages	2	Withheld	2		✔
SocSecExemptPayEE	Pay exempt from employee Social Security		2	Amount	2
SocSecExemptPayER	Pay exempt from employer Social Security		2	Amount	2
SocSecReplacement	Deduction that exempts employee from Social Security tax		2		2
SpecWorkSite	Special work site		2	Amount	2
StateRetirement	State-sponsored retirement		2	Amount	2	✔	✔
StatIndEE	Status Indian employee		2	Amount	2
Supplemental	Supplemental compensation		2	Amount	2	✔
TravPresZone	Travel in a prescribed zone		2	Amount	2
UncollectedMedOnIns	Uncollected Medicare tax on group-term cost > $50,000		2	Amount	2
UncollectedMedOnTips	Uncollected Medicare tax on tips		2	Amount	2
UncollectedSSOnIns	Uncollected Social Security tax on group-term cost > $50,000		2	Amount	2
UncollectedSSOnTips	Uncollected Social Security tax on tips		2	Amount	2
Unemployment	Unemployment tax	Wages	2	Withheld	2	✔	✔
UnionDues	Union dues		2	Amount	2
UnreportedTips	Tax on unreported tips - Section 3121(q)	Wages	2	Amount	2
WorkCompBenRepaid	Workers' compensation benefits repaid to employer		2	Amount	2

Common accesses available on check line groups

Access	A user with this access can...
Change	Use the mass change action on check line groups.
Custom Fields	Create and edit custom fields for check line groups.
Data	Have read-only access to check line groups from anywhere in the software (e.g., field validations, filters, date expressions).
Delete	Delete check line groups.
Edit	Edit check line group records.
Export	Export check line group records from ActivityHD.
Import	Import check line group records into ActivityHD.
New	Create new check line group records.
Read	Have read-only access to check line group records.
Report	Run reports with check line group information.
Report Designs	Create and edit report designs with check line group information. This access enables the Report Designs button on the Output tab of report dialogs.
Shared Answers	Create and edit action profiles and report profiles related to check line groups.
Shared Filters	Create and edit shared filters on check line groups.
Visible	View the Groups folder in the Navigation pane.

The following built-in filter is available for check line groups:

Filter Name	Effect
? Description	Prompts for a group description and lists the groups with a description that contains the specified search string.

AccountingWare, LLC

5225 S Loop 289, #207

Lubbock, TX 79424

806.687.8500 | 800.354.7152