Description of Issue

How do I submit the Annual Payroll History Report (without social security numbers) to IN Gateway? This should include at a minimum the date, employee name, gross wages, and check number for all payroll checks issued for the year.

Context

Payroll
Indiana
Payroll Detail History Report

Cause

Munis does not have a canned report for this submission.

Resolution

The Payroll Detail History report should be used to create the excel submission file:

Navigate to Human Capital Management > Payroll > Employee History > Payroll Detail History Report
Select Search on the Menu Ribbon
Define the screen as follows:
1. Frequency Cycle > Yearly = Prior Year
2. Earnings/Deductions Detail = Earnings
Select Accept from the Menu Ribbon
Select the Excel option
In excel create a Pivot Table to create the submission file
1. Add an new sheet
2. Select Insert > Pivot Table
3. Select the data from the excel and insert that into the pivot table
4. In the pivot table set the following fields in the Rows box
  1. Employee Last Name
  2. Employee First Name
  3. Check Date
  4. Check Number
5. Move the Amount field to the Values box
Select Design > Report Layout > Show in Tabular Form

This will put the information into separate columns as described by the state.

Additional Information

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