Report templates

A new report template can be created from the bottom right corner. Report templates are predefined templates that can be used to generate reports, so there is no need to put a new report together whenever a user wants to create a new one.

Employee ID is mandatory for every report template and report.

For each report two types of fields can be added:

• Master data fields
• Pay element

 

For both fields can be added one by one or using quick adding from where field groups can be added.

After all the desired fields are added, the template can be saved as a common or private template.

After the template has been created it can be seen from the report templates tab. Common templates are visible to everyone and private only for the user who created it.

 

Reports

 

Report can be generated in two different ways:

1. From existing report template
2. New report can be created – custom

 

For each report it is important to define following fields:

• Select template – report template or custom which means that report will be put together before generating report
• Data source: payroll calculation or employee record
• Select date – one period can be picked
• Select employees – select employees manually or by employee statuses

 

There are two data sources from which report can be generated: payroll calculation and employee record. 

Difference is that payroll calculation report is for already calculated payroll results and employee record is for inputs.

Reports can be saved as common or private after which they will appear in the corresponding tab.