The YTD Report program provides year-to-date totals and a benefit statement for all employees, pay groups, or individual employees. This report also includes a "Total Paid by Board" amount for each employee included on the report. This total includes board contributions, board pickup amounts, and the employee's gross wages. The report is printed with one employee per page and distributed to employees at the end of the calendar year.  This report is created in the closing of Calendar Year(December) and included in File Archive>Payroll Archive>20xx - Calendar Year Reports.

• Note: Leave information will only be shown if an employee has any sort of leaves. If they do, then all 3 leave types will show on the report even if they are only eligible for a single type of leave.

Criteria for employee to be included on the report

•  Only 1 Compensation will be selected:
• • Using the lowest number Position
  • Specified job status: in the order of Active > Inactive > Terminated > Deceased. 
  • Non archived Compensation with the latest Compensation Start date

The report can be run for all Employees, Pay Group, Job Statuses or by individual Employee. Several selection and sort options are available. The program prompts you for the applicable calendar year. The report file generated is called YTD Report.pdf. 

Field Definitions:

Save and Recall option  allows the users to create and save certain reports  for different report runs for each report option.  The Default option is the original SSDT report and the Most Recent is the last report that was ran by the user.  If the report is no longer needed, click on to delete the report.  The Default reports cannot be deleted.  

YTD Report is the default filename for the report. This can be changed by entering a new file name in the Report Title field. Required field

Select the Sort Options from the drop down box: Required field

• Employee SSN
• Employee Name
• Building/Department Code - Employee SSN
• Building/Department Code - Employee Number
• Pay Group - Employee SSN
• Pay Group - Employee Name
• Check Distribution - Employee SSN
• Check Distribution - Employee Name

Enter the Year to collect data from Required field

Uncheck if not wanting to include 'Compensation Information' on the report (default is checked):

Check to Include Archived Employees? (default is unchecked)

Select Specific Employees  (Leave empty to select all Employees)

Select Specific Pay Groups to be included (Leave empty to select all Pay Groups)

Select Specific Job Statuses to be included (Default is Inactive and Active)

Click on to create report

Example YTD Report.pdf with Compensation Information included

Example YTD Report.pdf without Compensation Information included