Certified Payroll Report via Aatrix

SOLVED

I have a client that is using the Certified Payroll Reporting in new payroll - 2.20.1. When they get to the report in Aatrix, there is no employee information or Job Information. Also, it looks like you can get to previously filed reports, but there is not job number column and no way to copy from one week to the next. They are setup correctly per the kb article.

Has anyone figured out how to get information to show in Aatrix without doing the data entry?

Thanks

  • 0
    SUGGESTED

    Payroll data entry must be updated with applicable settings & appropriate information (see questions below) in order for Certified Payroll Reporting (CPR) forms to be populated with employee & job information.

    If data entry was not updated correctly you are still able to manually fill in a CPR form by selecting a form and clicking Accept in the Certified Payroll Reporting (located on the Payroll > Reports menu. 

    Verify the following:

    Did their time track entries include job # and then updated through payroll?

    Was a certified payroll form selected for the jobs? (In Job Maintenance, select Certified Payroll from More button and select a form)

    Is Time Track options set to consolidate entries correctly - for CPR functionality the Consolidate Time Entries in Payroll must be set to either 'No' or 'By Date'?

    Is the correct 'Ending Pay Period Date' entered on the Certified Payroll Reporting window? (must match period ending date from the weekly payroll run)

    When processing payroll data entry did they get prompted to print the Certified Payroll Worksheet? If so, did Employee & Job information print on the worksheet? If not, then verify setup and entries are setup correctly.

    Is Sage 100 version at a minimum level of 2018.5?

  • 0 in reply to Gina Weathersby

    Gina,

    Thanks for your answer. We had been through most of this before I posted, but I want to verify the answers with my client:

    YES: Did their time track entries include job # and then updated through payroll?

    FEDERAL FORM IS SELECTED FOR ALL OF THEIR JOBS REQUIRING CERTIFIED PAYROLL: Was a certified payroll form selected for the jobs? (In Job Maintenance, select Certified Payroll from More button and select a form)

    SET TO 'NO': Is Time Track options set to consolidate entries correctly - for CPR functionality the Consolidate Time Entries in Payroll must be set to either 'No' or 'By Date'?

    YES: Is the correct 'Ending Pay Period Date' entered on the Certified Payroll Reporting window? (must match period ending date from the weekly payroll run)

    YES AND IT PULLED INTO THE WORKSHEET: When processing payroll data entry did they get prompted to print the Certified Payroll Worksheet? If so, did Employee & Job information print on the worksheet? If not, then verify setup and entries are setup correctly.

    THEY ARE V2019.2 AND PAYROLL 2.20.1: Is Sage 100 version at a minimum level of 2018.5?

    SOUNDS LIKE THEY ARE SET UP CORRECTLY AND IT'S TIME FOR A SUPPORT CALL, UNLESS THERE IS SOMETHING ELSE TO TRY.

    THANKS AGAIN.

  • +1 in reply to suzmwatson
    verified answer

    Based on the answers, it sounds like they are setup correctly.  Two other setup item to verify is if Jobs and Labor Codes are not set to 'Exclude from Certified Payroll Report', this can be verified in Job Maintenance (bottom of the Main tab) and in Labor Code Maintenance.

    After selecting the Federal CPR form and clicking Proceed, do their jobs show on the 'Project List" screen OR does the blank Federal report open?