Direct Hire Batch Proof/Post Register

The direct hire batch proof/post register displays direct hire billing transactions within a batch. The purpose of this report is to verify the accuracy of the direct hire billing data entry after the batch proof and batch post processes. This report is available to systems with an active back office license and users with the batch report permission.

1)     Click Reporting on the main navigation bar and scroll to the Batch Reports section.

2)     Select Direct Hire Batch Proof/Post Register to enter report criteria.

3)     Select a Format type.

§  Proof Process ID: (default format) the data is grouped by corporation then batch and then sorted by batch and batch reference number.

§  Post Process ID: (default format) the data is grouped by corporation then batch and then sorted by batch and batch reference number.

4)     After selecting the format type the Direct Hire Batch Proof/Post Register workflow will open for selection criteria input.

§  While updating the form, fields marked in red are required to complete the workflow. Click on the buttons to the right of certain fields to open a new window which will allow you to search and select options related to that specific field or choose a date.

§  Process ID criteria: opens to display attributes fields that are used to look up transaction records. The process will be void check batches with a status of available for entry or proofed. The posted batch report will return batches with a status of proofed, only.

5)     After entering the criteria click Run to generate the report.

§  Select export to excel to open the report as a csv file.

6)     The report opens in a new window.

§  The header displays report name and criteria used to generate the report.

§  The data is then grouped and sorted by the format chosen in the beginning.

§  The transaction detail lines are displayed.

7)     Calculations in report:

§  Total fee, discount, net fee for transaction, branch and corporation.

Full Report