The Spectrum: Payroll History dataset provides a consolidated source of payroll information. This dataset is intended for the Payroll Manager and the Controller.

The Employee Earnings History fields provide a history of all employee earnings (regular and overtime), FIT, FICA, and other taxes, and can combined with any check date.

The Tax History fields can be used to display wage and tax information for a specified check date. Tax History fields are designed to provide income tax, workers' compensation, SDI/FICA, and unemployment figures. You can also use Tax History to detail earnings subject to each tax and the tax amounts computed, which is useful for federal, county, and local municipalities, as well as single-state operations.

The Time Card History fields provide detailed information about an employee's pay using Time Card History and Check History. Pay types, check numbers, hours, and rates are available.

Employee Earnings History

Tax History

FICA/SDI - Employee

The amount of FICA/SDI withheld from the employee's paycheck for the period.

FICA/SDI - Employee YTD

The amount of FICA/SDI withheld from the employee's paycheck for the calendar year.

FICA/SDI - Employer

The amount of FICA/SDI paid by the employer for the period.

FICA/SDI - Employer YTD

The amount of FICA/SDI paid by the employer for the calendar year.

FICA/SDI - Employee Subject To

Gross pay less any exempt wages represent the amount of earnings that are subject to FICA/SDI taxation for the period.

FICA/SDI - Employee Subject To YTD

Gross pay less any exempt wages represent the amount of earnings that are subject to FICA/SDI taxation for the calendar year.

FICA/SDI - Employer Subject To

Gross pay less any exempt wages represent the amount of earnings that are subject to employer paid FICA/SDI taxation for the period.

FICA/SDI - Employer Subject To YTD

Gross pay less any exempt wages represent the amount of earnings that are subject to employer paid FICA/SDI taxation for the calendar year.

Income Tax

The amount of income tax withheld from the employee's paycheck for the period.

Income Tax Subject To

Gross pay less any exempt wages represent the amount of earnings that are subject to income taxation for the period.

Income Tax Subject To YTD

Gross pay less any exempt wages represent the amount of earnings that are subject to income taxation for the calendar year.

Income Tax YTD

The amount of income tax withheld from the employee's paycheck for the calendar year.

Unemployment Subject To

Gross pay less any exempt wages represent the amount of earnings that are subject to unemployment taxation for the period.

Unemployment Subject To YTD

Gross pay less any exempt wages represent the amount of earnings that are subject to unemployment taxation for the calendar year.

Unemployment Tax

The amount of unemployment tax paid by the emploter for the period.

Unemployment Tax YTD

The amount of unemployment tax paid by the emploter for the calendar year.

Workers Comp - Employee

The amount of worker's comp withheld from the employee's paycheck for the period.

Workers Comp - Employee YTD

The amount of worker's comp withheld from the employee's paycheck for the calendar year.

Workers Comp - Employer

The amount of worker's comp paid by the employer for the period.

Workers Comp - Employer YTD

The amount of worker's comp paid by the employer for the calendar year.

Time Card History

Burden

This is the amount of burden calculated on direct cost time cards (job cost, equipment, and work order) for the period.

Burden YTD

This is the amount of burden calculated on direct cost time cards (job cost, equipment, and work order) for the calendar year. Year to Date (YTD) measures require a time-period on the report; otherwise, the YTD calculation will not occur.

Note:

YTD measures include all records up to the time period selected. When a filter is created using a specific date, the year-to-date measure includes all records from January 1 up to that date. Use the non-YTD measure to view records for a specific date.

YTD measures on a report with both a check and work time period will result in filtering errors. In this case, use the non-YTD measure or avoid filtering on check or work time.

Employee Billing Extension

This is the amount the employee billed for the period.

Employee Billing Extension YTD

This is the amount the employee billed for the calendar year.

Note:

YTD measures include all records up to the time period selected. When a filter is created using a specific date, the year-to-date measure includes all records from January 1 up to that date. Use the non-YTD measure to view records for a specific date.

YTD measures on a report with both a check and work time period will result in filtering errors. In this case, use the non-YTD measure or avoid filtering on check or work time.

Employee Extension

This is the gross wages that the employee earned for the period.

Employee Extension YTD

This is the gross wages that the employee earned for the calendar year.

Note:

YTD measures include all records up to the time period selected. When a filter is created using a specific date, the year-to-date measure includes all records from January 1 up to that date. Use the non-YTD measure to view records for a specific date.

YTD measures on a report with both a check and work time period will result in filtering errors. In this case, use the non-YTD measure or avoid filtering on check or work time.

Employee Hours

This is the number of hours the employee worked for the period.

Employee Hours YTD

This is the number of hours the employee worked in the calendar year.

Note:

YTD measures include all records up to the time period selected. When a filter is created using a specific date, the year-to-date measure includes all records from January 1 up to that date. Use the non-YTD measure to view records for a specific date.

YTD measures on a report with both a check and work time period will result in filtering errors. In this case, use the non-YTD measure or avoid filtering on check or work time.

Employee Rate

When used in conjunction with an individual time card record, this is the rate per hour that was paid to the employee.

Important: When used with more than one record, this value represents the sum of the pay rates included. For example, assume the first record has $20 per hour and the second row has $25 per hour. When one of the transactions is a void record, the rate per hour will be a positive number. Using the above example, when one is a void record, the rate per hour will still be $45 per hour.

Equipment Billing Extension

This is the amount the equipment billed for the period.

Equipment Billing Extension YTD

This is the amount of the equipment billed for the calendar year.

Note:

YTD measures include all records up to the time period selected. When a filter is created using a specific date, the year-to-date measure includes all records from January 1 up to that date. Use the non-YTD measure to view records for a specific date.

YTD measures on a report with both a check and work time period will result in filtering errors. In this case, use the non-YTD measure or avoid filtering on check or work time.

Equipment Extension

This is the amount the equipment was charged out to jobs and rentals for the period.

Equipment Extension YTD

This is the amount the equipment was charged out to jobs and rentals for the calendar year.

Note:

YTD measures include all records up to the time period selected. When a filter is created using a specific date, the year-to-date measure includes all records from January 1 up to that date. Use the non-YTD measure to view records for a specific date.

YTD measures on a report with both a check and work time period will result in filtering errors. In this case, use the non-YTD measure or avoid filtering on check or work time.

Equipment Hours

This is the number of hours the equipment was used for the period.

Equipment Hours YTD

This is the number of hours the equipment was used for the calendar year.

Note:

YTD measures include all records up to the time period selected. When a filter is created using a specific date, the year-to-date measure includes all records from January 1 up to that date. Use the non-YTD measure to view records for a specific date.

YTD measures on a report with both a check and work time period will result in filtering errors. In this case, use the non-YTD measure or avoid filtering on check or work time.

Unposted Employee Billing Extension

These are Payroll in process amounts. These billings have not yet been posted to Payroll.

Unposted Employee Extension

These are Payroll in process amounts. These earnings have not yet been posted to Payroll.

Unposted Employee Hours

These are Payroll in process hours. These hours have not yet been posted to Payroll.

Unposted Employee Rate

When used in conjunction with an individual time card record, this is the rate per hours that will be paid to the employee.

Important: When used with more than one record, this value represents the sum of the pay rates included. For example, assume the first record has $20 per hour and the second row has $25 per hour. When one of the transactions is a void record, the rate per hour will be a positive number. Using the above example, when one is a void record, the rate per hour will still be $45 per hour.

Unposted Equipment Billing Extension

These are Payroll in process amounts. These billings have not yet been posted to Payroll.

Unposted Equipment Extension

These are Payroll in process amounts. These earnings have not yet been posted to Payroll.

Unposted Equipment Hours

These are Payroll in process hours. These hours have not been posted to Payroll.

Bank Account

Bank Account Code

This code represents the bank account.

Bank Account Description

A description of the Bank Account Code.

Check Cost Centers

Cost Center

This represents the cost center, profit center, or some other way to group the organization.

Cost Center Description

A description of the Cost Center.

Cost Groups

This represents the group of cost centers, profit centers, or some other way to group the organization.

Check Date Group

Check Date

The check day comes from the date typed on the check and typically determines the tax liability date. The time card record is part of the check issued on this date.

Check Month

The check month comes from the date typed on the check and typically determines the tax liability date. The time card record is part of the check issued on this date.

Check Week

The check week comes from the date typed on the check and typically determines the tax liability date. The time card record is part of the check issued on this date.

Check Year

The check year comes from the date typed on the check and typically determines the tax liability date. The time card record is part of the check issued on this date.

Check Details

Check Number

The check number assigned to the time card records.

Check Type

Includes Auto Deposit, Manual, Regular, and Void types.

Cost Category

Cost Category Code

Cost Category Codes are used to group similar equipment costs together. Each cost category code will be assigned to a cost category type for further summarization of data.

Cost Category Description

A description of the Cost Category Code.

County Tax Jurisdictions

County Tax

The county tax code on the time card record.

County Tax Description

A description of the County Tax.

Department

Department

The payroll department assigned to the time card record. Useful to sort time card lines by similar types of work. This also controls chargin to the G/L.

Department Company

This represents the specific Spectrum Company or Spectrum Group of Entities where the department is set up and managed. This also controls charging to the specific company's G/L.

Department Description

A description of the Department.

Employee

Default Department

The default payroll department assigned to the time card record. Note that it's useful to sort time card lines by similar types of work. The department also controls charging to the GL.

Default Pay Level

The pay level in combination with the wage code/union code derive the employee pay rate.

Default Union

This code represents a union or a group of employee benefits.

Default Wage Code

This code represents the wage classification or type of work the employee performed.

Default Workers Comp

Worker's comp code on the time record.

EEO Classification

This code represents the EEO classification of the employee.

Employee Code

This code is used to identify the employee.

Employee Cost Center

This represents the cost center, profit center, or some other way to group the organization.

Employee Status

The description of the status code. Includes active, inactive, terminated, and deceased.

First Name

First name of the employee.

Full Name

Full name of the employee.

Last Name

Last name of the employee.

Location

Location of the employee.

Middle Name

Middle name of the employee.

Occupation

Occupation of the employee.

Payroll Company

This represents the specific Spectrum company or Spectrum group of entities where payroll is processed.

Status Type

This code represents the employee status type.

Title

This represents the job title of the employee.

Trade

This represents the employee's trade.

Work Classification

This code represents the work classification of the employee.

Equipment

Equipment

This code represents a specific piece of heavy equipment.

Equipment Company

This represents the specific spectrum Company or Spectrum Group of Entities where the equipment is set up and managed.

Equipment Description

A description of the Equipment.

Job

Local Tax Jurisdictions

Local Tax

The local tax code on the time card record.

Local Tax Description

A description of the Local Tax code.

Pay Type

Pay Type

The type of pay, as indicated below. This also includes all Add-ons and Deductions.

• R: Regular
• O: Overtime
• D: Double Time
• ER: Equipment Regular
• EO: Equipment Overtime
• ED: Equipment Double Time
• V: Vacation
• H: Holiday
• S: Sick
• SA: Special Amount
• SR: Special Rate
• 1/2/3: Other Pay
• M: Miscellaneous
• RP: Retro Pay
• U: Unpaid Time

Pay Type Description

A description of the pay type.

Pre Time Card Check Details

Pre - Batch Code

The batch code assigned to the pre time card record.

Pre - Check Number

The check number assigned to the time card record.

Pre - Check Type

Includes Auto Deposit, Manual, Regular, and Void types.

State Tax Jurisdictions

State Tax

State/Province code on the time card record.

State Tax Description

A description of the state/province code on the time card record.

Wage

Craft

This the union craft of the employee.

Full Description

A full description of the wage code for the employee.

Pay Level

The pay level in combination with the Wage Code/Union code derive the employee rate.

Short Description

A brief description of the wage code for the employee.

Union

This code represents a union or a group of employee benefits.

Union Code Description

A description of the union code.

Wage Code

This code represents the wage classification or type of work the employee performed.

Work Date Group

Work Day

The date the employee worked. This field is optional, so it may be blank.

Work Month

This comes from the date the employee worked. This field is optional, so it may be blank.

Work Week

This comes from the date the employee worked. This field is optional, so it may be blank.

Work Year

This comes from the date the employee worked. This field is optional, so it may be blank.

Work Order

Component

This code represents a smaller section or area within a piece of site equipment.

Contract #

This code represents the Service Contract number.

Site Equipment

This code is used to identify the client equipment worked on by the technician.

Work Order #

This code is used to identify the work order.

Worker Comp

Worker Comp Code

The worker's comp code on the time card record.

Worker Comp Description

A description of the Worker's Comp Code.

Worker State

This represents the state associated with the worker.