Steps
to Export GridFrom the Payroll screen, select the Government Reporting menu and then Kansas Unemployment Report.
At the Kansas Unemployment Report screen, click the Report Options tab and complete the information.
Enter the ending date of the quarter for which to generate the report in the Ending Quarter field. Use the mm/dd/yyyy format or click the down-arrow button to select the desired date. The default quarter ending date for the most recent (greatest) month used as the Processing Month in Payroll will appear, but can be changed.
Enter the 6-digit unemployment tax number for your school district in the State Employer Account Number field.
Enter the name of the contact person (up to 27 characters) at your school district in the Contact field.
Enter the phone number for the contact person in the Contact Phone Number field. The system will automatically add the dashes for the phone number using the following formats: 1) ### - #### if 7 digits are entered, 2) ### - #### x ## if 8 or 9 digits are entered, 3) ### - ### - #### if 10 digits are entered, and 4) ### - ### - #### x ## if 11 or 12 digits are entered.
If applicable (and only if not entered as part of the phone number in the Contact Phone Number field), enter the extension (up to 5 digits) for the contact person in the Contact Phone Extension field.
Enter the address (up to 22 characters) where mail is delivered for the school district (for example, street address or P.O. Box) in the Delivery Address field.
Note: Initially, the address entered into the Address 1 field in the System File will appear as the default (and can be changed), but thereafter, the default will be the address last saved in this field.
Enter the city where the school district is located in the City field.
Note: Initially, the city entered in the System File will appear as the default (and can be changed), but thereafter, the default will be the information last saved in this field.
Enter the state where the school district is located in the State field.
Note: Initially, the state entered in the System File will appear as the default (and can be changed), but thereafter, the default will be the information last saved in this field.
Enter the zip code for the school district in the Zip Code field.
Note: Initially, the zip code entered in the System File will appear as the default (and can be changed), but thereafter, the default will be the information last saved in this field.
Click the Save button.
Click the Pay Groups tab to select the pay groups to include on the unemployment report.
Note: The pay groups defined (within the Pay Group File) to be included on the Kansas Unemployment Report are selected by default, but can be changed if needed; if changes are made here, the changes will also be reflected in the Pay Group File.
To select a pay group, click the box under the Selected column to the left of the pay group ID. A checkmark will appear in the box if the pay group is selected.
To select all of the pay groups, click the Select All button located above the Pay Groups List.
Click the Save button.
Click the Taxes tab to select which tax is set up for the State Unemployment Tax and should be included on the unemployment report.
For the appropriate tax, click the box under the Selected column to the left of the tax ID. A checkmark will appear in the box if the tax is selected.
Click the Save button.
If desired, click the View/Edit Data tab to view the information on the unemployment report and make any changes if needed.
Tip: To lock a column in place so that it does not move while scrolling the information in the grid, click the pushpin located to the right of the desired column heading. Once the pushpin has been selected for a column, the pushpin will appear vertical to indicate the column is locked, and the locked column will move to the left and appear in front of all unlocked columns. To unlock a column, click the pushpin again; the pushpin will appear horizontal to indicate a column is unlocked. If the screen is closed and re-opened, the settings for the pushpins will go back to the defaults.
To change the Quarter Gross or Taxable Gross for an employee, click in the desired field and then key the correct information. To delete an employee from the report, click the Delete button to the left of the desired employee.
Note: All changes will be lost once the View/Edit Data screen is closed (either by closing the option or accessing a different tab (screen)); if any changes were made, create the file at this time in order to include the desired changes.
To export the data shown in the Report Data List on the View/Edit Data screen into a file in order to open and print the report (such as in Microsoft® Excel), if desired, complete the Export Grid option (accessed from the File menu).
Note: The file created with the Export Grid option is not the file to submit to the state as it is not using the correct required file format/layout.
The unemployment report can then be generated to paper or a file (or both).
Printing to Paper:
From the Kansas Unemployment Report screen, select the Reports menu and Quarterly Unemployment Report for Kansas.
Note: If changes were made to the data on the View/Edit Data tab, the Quarterly Unemployment Report for Kansas will not reflect the changes; instead, complete the Export Grid option (noted above in Step 5) to print a report including the changes.
Creating a File:
Complete the Create Report File option.
After the unemployment report is printed and the file created (if applicable), click the X in the upper right-hand corner to close the screen.