SERS Monthly Report


Report Title: Default title is SERS Monthly Report, but can be changed

Month:  Select the SERS reporting month from the drop-down box

Year:  Select the SERS reporting year from the drop-down box

Sort By:  Select Employee Name or Employee Number from the drop-down box

Report Format: Default is set with PDF, but can be changed from the drop-down box

  • PDF (download)
  • Comma Separated Values
  • Tab Separated Values
  • Excel
  • View (html)
  • HTML - Table
  • HTML - FieldNames
  • Plain Text
  • Jasper Report Design
  • Excel-Data
  • Excel-FieldNames

After selecting your options you can then 


SERS Monthly Report Example

Breakdown of SERS Monthly Report Calculations

How MTD and FTD Member Earnings are calculated

The MTD Member Earnings is the employee's 590/690 Total Gross for the month entered and any Adjustments entered.

The FTD Member Earnings is the total fiscal to date 590/690 Total Gross for the employee and any Adjustments entered. 

How MTD and FTD Employer Pickup are calculated

The MTD Employer Pickup amount is the 590/690 of the employee's pay for the month entered and any Adjustments entered.

The FTD Employer Pickup amount is the 590/690 for the Fiscal Year for the employee and any Adjustments entered.  

How MTD and FTD Days Paid are calculated

The report uses a combination of Attendance, Job Calendar and Adjustment Journals added all together based on the date range that is entered. If employee's past job is archived, make sure to enter a Calendar Stop date.  

If days are more than what expected, look at each pay in the month the report was ran and look at the Beginning and Ending dates of each payroll.  The system will use these dates to determine the beginning and ending count of days, even if one of the employee's jobs was on a DEF calendar during that time frame.

New Employees

If employee's 400 Payroll Item 'New Employee' box is checked , they will show under the 'New Employees' section on the report.

Report Summary 

The Total MTD Member Earnings is the total for the MTD Member Earnings on the report plus any Adjustments entered.

The Total MTD Employer Pickup should match the payroll reports Pay Item Totals 590/690 amounts for the month plus any Adjustments entered.

The FYTD Member Earnings is the total for the FTD Member Earnings on the report plus any Adjustments entered.  **NOTE** Only employee's paid during the Month selected, will show in the FYTD Member Earnings.

The FYTD Employer Pickup should match the FTD Employer Pickup total on the report plus any Adjustments entered.  **NOTE** Only employee's paid during the Month selected, will show in the FYTD Employer Pickup.