Standard Reports & Payslips
Standard Reports & Payslips
This option allows you to configure the standard reports printed from the payroll. The reports on this menu with the exception of the payslip are accessed via the left-side of the payroll reports menu (the payslip being on the main payroll menu).
The set-up for most reports follows a standard pattern as illustrated by the ‘Payroll Check Report’ notes above.
Payroll Control Summary
This report lists all employees and should be configured to report the main calculations for the current period (gross-to-net). In addition, the report totals the net pay for each pay method and prints these details at the end of the report.
This option allows you to access the design for the payslip document. See the Document Design Manager section earlier in this manual
Payment: Coinage Analysis
This report shows the breakdown of the employee’s pay into notes and coins for employees who are set to be paid in cash. The payment breakdown is printed automatically (based on the settings in the payroll system profiles) and you can include up to five extra items from the employee file that are to be printed prior to the breakdown.
Payment: Cheque Printing
Payment: Bank Giro Credits
These options allow you to access the design for the cheque and bank giro documents respectively.See the Document Design Manager section earlier in this manual.
Payment: Auto Pay Listing
This report lists the employees who are set to receive payment via auto-payment methods. It is usually configured to show the employee name, net pay and their bank details.
This report provides an analysis of the non-standard payments, deductions and repayments (i.e. the switches). You only set the print control and any default print options for this report.
Department Summary Report
This option allows you to configure the items to print on the department summary report. Up to 40 items can be configured for print down the page. Each of the 40 items can print the current and year-to-date value.
First you specify the print control and any print options and then the system allows you to configure the items from the department file to report.
For each item you specify:
This asks for a heading which will be printed for the department item.
This asks for the data item on the department file for the current period value that you want to print
Year to Date
This asks for the data item on the department file for the year-to-date value that you want to print.
You do not have to specify both the period and year-to-date values if you don’t require both and you may leave lines blank for clarity on the printed report.
Employee Transaction Listing (Premieronly)
The employee transaction listing allows you to print a ‘statement’ style report showing the employee transactions. You can specify print of an employee header containing details from the employee file and then a second page allows configuration of the details to print from the transaction file.
- Release ID: Standard