How to extract historical YTD data from Fingercheck #

Overview #

This guide provides step-by-step instructions for extracting employee and payroll data from Fingercheck, including custom employee reports, tax setup, quarterly payroll reports, and year-to-date (YTD) payroll reports.

Step 1: Create Custom Employee Report #

1. Log in to your Fingercheck account.
2. Click the REPORTS dropdown.
3. Click Employee.
4. Click +Custom Report.
5. Click Employee again.
6. Select EmpDir – Employee Direct Deposit.
7. Ensure the default export type is Excel.

Do not use CSV, as leading zeros in ABA numbers may be removed.

1. Enter any name for the Code field.
2. Click Start.
3. From the right panel, select the necessary information:

– A. LastFirst (Name)
– B. Address 1, Address 2, City, State, Zip Code
– C. Date of Birth, Email, Hire Date, Status
– D. SSN
– E. Standard Hours (if needed)

1. Click the dropdown for EmployeeDirectDepositInfo and select:

– A. Account Number
– B. Trans ABA
– C. Account Type
– D. Sequence and Amount

Step 2: Employee Tax Setup #

1. Click the REPORTS dropdown.
2. Click Employee.
3. Click +Custom Report.
4. Click Employee again.
5. Select EmpDir – Employee Direct Deposit.
6. Ensure the default export type is Excel.

Do not use CSV, as leading zeros in ABA numbers may be removed.

1. Enter any name for the Code field.
2. Click Start.
3. From the right panel, select the necessary information:

– A. LastFirst
– B. Additional Amount
– C. Deductions
– D. Dependent Credit
– E. Exempt Blocked
– F. Exemption
– G. Is Resident
– H. Tax Code
– I. Tax Filing Status

Note: Add other options if needed.

Step 3: Download Quarterly Payroll Reports #

1. Click on Payroll in the main menu.
2. Select Forms & Notices.
3. Scroll down to the Quarterly Reports section.
4. Click Download to save the file.

Note: The report will automatically download as a PDF file.

Step 4: YTD Payroll Report #

1. Click the REPORTS dropdown.
2. Click Payroll.
3. Click +Custom Report.
4. Click Payroll again.
5. Select Payroll3 – Payroll Details Cross Tab.
6. Ensure the default export type is CSV.
7. Click Start.
8. From the right panel, select the necessary information (add other info if needed):

– A. LastFirst (Name)
– B. Check Date, Period Start, Period Begin
– C. All Earning Hours and Earning Amount
– D. Deduction Amount
– E. All Tax Amount

1. Click Save Report and Run Report.
2. Customize the date range and download the report.