Get PA Talents Missing Resident PSD Code Report (BOLD Analyze)

This report helps to find talents working in PA with missing PSD codes so that their information can be updated in their talent records.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click on the links below for more information:

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

 

CHAPTERS

Legend
    Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details
    PSD Code = No
    PSD Code = Yes


 

 

Legend

mceclip0.png

 

 

Filter Panel

mceclip1.png

 

 

Locating the Analyze Report

  1. Click on Analyze Tab
    The Reports Sub Tab will automatically be selected
  2. In the Search Reports field, type PSD
  3. Click on the Get PA Talents Missing Resident PSD Code Report

mceclip0.png

 

 

Logic

This report helps to find talents working in PA with missing PSD codes so that their information can be updated in their talent records.

 

 

Filter Options

mceclip2.png Filter Name Options Description
Division All available Employers List Filter Payment Check Employer
Region All available Region List Filter Payment Check Region
Office All available Office List Filter Payment Check Office
Show Talents With PSD Code Yes / No  
Date From   Filter Payment check based on Payment check's date which falls under the given date range and having Local/City, LST, School District taxes along with the PA GeoCode.
Date To  
Date Range Yesterday, Today, Tomorrow, … When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

 

 

Graphs/Widgets

 

PSD Code = Yes

mceclip0.png

 

PSD Code = No

mceclip1.png

 

 

Field Details

 

PSD Code = No

Field Name Description Notes
Payment Check Employer Payment Check Employer  
Payment Check Region Payment Check Region  
Payment Check Office Payment Check Office  
Talent ID Talent's ID in Front Office / Bold  
BO Talent ID Talent's ID in Back Office / Classic  
Talent Talent's Full Name FirstName, MiddleName and LastName
Last Name Talent's Last Name  
First Name Talent's First Name  
Middle Name Talent's Middle Name  
SSN Talent's  SSN Show only last 4 digits
Full Address Talent's Full Address Address 1, City, State and Zip
Gross Wages Payment Check's Gross Amount  
Tax Amount Payment Check's Tax Amount  Sum of Tax Amount in Local/City, LST, School District taxes along with the PA GeoCode of the associated Payment checks.

 

 

PSD Code = Yes

Field Name Description Notes
Payment Check Employer Payment Check Employer  
Payment Check Region Payment Check Region  
Payment Check Office Payment Check Office  
Talent ID Talent's ID in Front Office / Bold  
BO Talent ID Talent's ID in Back Office / Classic  
Talent Talent's Full Name FirstName, MiddleName and LastName
Last Name Talent's Last Name  
First Name Talent's First Name  
Middle Name Talent's Middle Name  
SSN Talent's  SSN Show only last 4 digits
Full Address Talent's Full Address Address 1, City, State and Zip
Gross Wages Payment Check's Gross Amount  
Tax Amount Payment Check's Tax Amount Sum of Tax Amount in Local/City, LST, School District taxes along with the PA GeoCode of the associated Payment checks.
Resident PSD Code Talent's Resident PSD Code  

 

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
Share

Comments

0 comments

Please sign in to leave a comment.