Set up certified payroll report categories

From the All Tasks pane, select Employees > Setup > Deductions and Fringes > Fringe and Deduction Reporting Categories.

In the Certified Payroll tab, add the seven categories shown below.

Tip: Viewpoint recommends adding the categories in the order listed above and using a numbering convention within the category names. This ensures that you can easily identify the correct category to map to each report column when you generate the report and that the amounts for each category are exported to the correct columns on the report. For example, you will map Cat1 to Certified Payroll Category 1 on the report, Cat2 to Certified Payroll Category 2, and so on.


Category	Name	Status	Memo
Cat1	Vac/Hol/Dues	Active	ep_vac_hol - Enter the dollar amount of vac/hol/dues payment for hours work on this project. This is the hourly rate times hours worked.
Cat2	Health & Welf	Active	ep_haw - Enter the dollar amount of the Health & Welfare. Do not include voluntary contributions.
Cat3	Pension	Active	ep_pension - Enter the dollar amount of Pension. Do not include voluntary contributions.
Cat4	Training	Active	ep_train - Enter the dollar amount appropriate. Training is almost always required and almost never allowed to be paid to the employee.
Cat5	Union Dues	Active	dts_dues - Enter union dues and vacation deduction.
Cat6	Savings	Active	dts_savings - Enter savings amounts. Agencies may want detailed explanation of this amount.
Cat7	All Other	Active	ep_all_other - Employer Payments - All Other Payments - Use this field for miscellaneous amounts.

Complete the other tabs on the Fringe and Deduction Reporting Categories screen as needed.

After you set up certified payroll report categories, the next step is to Assign Certified Payroll Report Categories to Deductions and Fringe Benefits.

Set up certified payroll report categories

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