How do I print the conversion report by employee name?
Change the report order for printing the conversion report to print by employee name instead of printing by employee number. When you run the Convert Year-end Tax Information routine, Connect will import the selected employees from the Payroll application into the Government Reporting application. The conversion report lists the employee records that have been imported. You can change the report order on the conversion report to sort the report information by employee name. The default setting will sort by employee number.
Example: Report order by employee name
Johnson, Douglas, 25
Morris, Sharon, 15
Rockford, Julie M, 10
Smith, Jacob S, 5
Spencer, Annette, 20
Example: Report order by employee number
5, Smith, Jacob S
10, Rockford, Julie M
15, Morris, Sharon
20, Spencer, Annette
25, Johnson, Douglas
Sorting by employee name
1. Open Connect Payroll > Government Reporting > Convert Year-end Tax Information.
2. Use the Report Order menu to select Employee Name.
Report order menu
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
State Retirement Report (ID) (2025.08)
Instructions for setting up: Employment retirement fields, Setup PERSI Enrollment File, Setup PERSI Class/Status Change File Employment Retirement Fields Instructions for setting up the Employee’s Retirement Field- Idaho. Do this... 1. There are ...
State Retirement Report (ID) - Adjustments, Setup (2025.05)
Instructions for setting up: Payroll Adjustments File The Payroll Adjustment file should be set up the exact same as the Payroll Transmittal File, just with the adjustment file transmission selected (instead of the transmittal file). Do this... 1. ...
State Retirement Report (ID) - Transmittal File, Setup (2025.05)
Instructions for setting up: Payroll Transmittal File Do this... 1. Open Connect Payroll > State Reports > State Retirement Report. 2. Select Idaho if you have more than one state set up 3. Select New. 4. Select the Definition – State Retirement ...
How do I print an employee's compensation report?
Use Employee Inquiry to print the employee's compensation report. The compensation report shows the employee amounts, employer paid amounts, and check numbers. Printing the employee's compensation report from Employee Inquiry 1. Open Connect Human ...
Step 7. Review the conversion report (2024)
Use the conversion report to review the converted 1099 vendors, 1099 amounts, and 1099 ID numbers. This is important because this is the information that will print on the Form 1099. Do the converted 1099 vendors on the conversion report show the ...