Instructor payment due

Filters

Report Filter

Hyperlink

The following filters are available on the Instructor Payment Due Report page: Parent Season, Child Season, Organization Department, Instructor, Instructor Rate, Supervisor, Activity, Activity Category, Activity Other Category, Activity Type, Activity Start and End Date Range, Center, Permit Creation Date Range, Permit # Range, Schedule Type, Event Type, Permit Site, Instructor Timesheet Entry, Instructor Timesheet Entry Site and Timesheet Payment Date Range.

Note that the center associated with an activity is the center where the first activity booking/meeting occurs. So if someone selects one or more centers for the new filter, the report includes only those activities whose first booking is at a facility belonging to that center.

Click the Report Filter link to learn more about reports and their filters.

Options

Include Payroll For

Checkbox

Option to include payroll for:

• Regular Assignments: Indicates that payroll for activity instructor assignments where the instructor was a regular instructor (i.e. not a substitute instructor) will be included on the report.

• Substitute Assignments: Indicates that payroll for activity instructor assignments where the instructor was a substitute instructor (i.e. not the regular instructor) will be included on the report.

• Instructor Reservation Bookings: Indicates that instructor reservation payroll will be included on the report.

• Instructor Timesheet Payroll: Indicates that instructor timesheet payroll for non-booking related payroll will be included on the report.

Activity Status

Dropdown list

Option to only include activities with a particular status, as selected from a predefined list.

The options include:

• Open - Activities that are still open for registration.

• Closed - Activities that have been closed for registration.

• Cancelled - Activities that have been cancelled and will not be held anymore.

• Tentative - Activities that are scheduled but not yet fully certain to run. Activities whose enrollment are way below the minimum enrollment required may be placed on Tentative status. Note that retired activities that are copied to a new season will also get this status, until the status is changed to Open.

• On Hold - Activities that have some technical issues (for example, instructor may not be available) and may end up not running.

• Retired - Activities that will not be offered anymore.

• Date Conflicted - Activities whose facility schedules have conflicting dates. These activities may end up not running at their original facilities so will need to have them updated prior to being switched to Open.

• Any Status - Include all activities regardless of status.

Group Report by

Dropdown list

Option to group the instructor payment due report by:

• Instructor

• Month + Instructor

Report Date Range

Radio button

Option to select a specific payroll period:

• Last month

• Year to end of last month

• Custom: Select this option to enable the From _ To _ box, allowing you to enter a specific payroll period. You can also click the button to select the date from the pop-up calendar.

Summary Report

Checkbox

Option to produce a summary report instead of a detailed report.

Include Timesheet Entry Notes?

Checkbox

Option to add a new column of reasons or notes to each Timesheet Information section on the Instructor Payment Due report.

Do not Show Activities / Permits Where Payment Due Adds Up to Zero?

Checkbox

For private lessons, to show the payroll amounts owed to the instructor, broken down by participant, select this option.

Participants who have payroll amounts equalling 0 are not shown on the report.

Do not Show Up-front Payroll / Ongoing Payroll if no Data Defined?

Checkbox

Show One Instructor per Page?

Checkbox

Select this option to keep each instructor's details on separate pages.

Each instructor's details start on a new page of the report.

Output Type

Dropdown list

Option to select the output type or format of the report, from a predefined list.

The options are Adobe Acrobat Reader, HTML, or Microsoft Excel.

Save Report Definition

Report Title

Text

Option to save the report definition for later use.

Click the Report Filter link to learn more about report titles.