This screen lets you run payroll related reports quickly and easily. From this screen you will be able to build payroll related reports showing the fields you require then run them or save for later use. Note: The maximum number of payroll items that can be reported upon is 10, should you need to report on more payroll items then you need to use the “Salary Items” report in the PIM reports section. See https://forum.bizsofthrm.com/chat/how-do-i-show-the-salary-items-on-the-salary-items-report-in-different-columns for details.
From this screen you can
- Create or Delete a report
- Run or save a report
Creating a PAYROLL report
Navigate to the Payroll Report screen by clicking PAYROLL > Reports >Payroll Reports, click on the New button and follow the steps below
Step 1
- From: Select the start date for the report
- To: Select the end date for the report
- Selection Mode: Select “All” to report on all selection types (see below) or “Selection” to select a sub set of the current selection type
- Selection Type: This determines the items that will be shown when selection mode is set to “Selection”
- You may filter the result further by entering relevant filters for Name (Employee Name), Job Title, Department, Location and Job Categories. Apply your filter by pressing the “Search” button, otherwise click “Clear” to clear the filters
- Next Button: Click this button to move to the next step
- Cancel Button: Click this button to cancel the report creation process
Step 2
- Filter by name or component type if required
- Select the Payroll components you want to include in the report up to a maximum of 30 items
- Next Button: Click this button to move to the next step
- Cancel Button: Click this button to cancel the report creation process
Step 3
- Set the report parameters as required
- Name: A unique name for the report, this name is also shown on the report header
- Report Type: The type of report you want
- Detailed: Shows aggregate information for all relevant employees
- Summarised: Shows aggregate information by the currently selected “Summarised Item”
- Group Employees: Determines whether employees are grouped by location and departments or just listed. This only applies to the detailed report type
- Summarised Item: The determines how relevant employees are summarised i.e. by department, job title etc.
- Move Up: Use this button to move up the currently selected item in the “Report field order” box up one level
- Move Down: Use this button to move up the currently selected item in the “Report field order” box down one level
- Export Report Button: Click to run the report in the selected format
- Save Report Button: Click this button to save the report for later use
- Close Button: Click this button to end the report creation process
Deleting Payroll Report
To delete a Payroll Report, navigate to this screen by clicking Payroll > Reports > Payroll Reports. Select the checkbox beside the Payroll Report(s) you want to delete and the click the “Delete” button.
Running Payroll Report
To run a Payroll Report, navigate to this screen by clicking Payroll > Reports > Payroll Reports. Locate the report you want to run and the click the name of the report. Follow the instructions in “Creating new Payroll report” above to complete the process. Note: Some options will be unavailable when you try to run an already saved report. To change unavailable options, create a new report.
Exporting Salary Schedule Report
Payroll admins can export salary schedules with employee bank details included. Exported files now show "Bank Name", "Account Number", and "Account Name" alongside salary information, making payment processing faster and more accurate.
To generate this report:
Step 1: Navigate to People> Reports> Payroll Report.
Step 2: Click on the Salary Schedule
