Overview: Workforce allows users to generate a wide variety of reports related to payroll issues so that they can compile comprehensive and detailed documentation to facilitate financial monitoring and audits.
Start from: The Workforce module.
Create custom report
- Navigate to Configuration > Payroll Incidences.
- Select the Reports tab.
- Select New.
- Assign a Name and Description to the new custom report, as well as a number of rows for the header.
- Select Accept to save OR Cancel to discard the new report.
- Under the Access column, select the arrow icon in the field of the new custom report you have created.
- In the Access pop-up window, assign specific roles that will be able to access the report.
- Under the Configuration column, select the arrow icon in the field of the new custom report you have created.
- In the report configuration screen, you can choose which data you want to display and in which order:
- In Column you choose the order of the report columns. You cannot have two columns with the same number.
- In the Group dropdown, you can choose between center data, absence incidents, or payroll incidents.
- Depending on the group you have selected, you will be presented with Field options to select from.
- The Header allows you to custom rename the column. If you do not fill in this field, it will appear blank in Excel.
- The + button adds the configured column to the report.
- You can delete any column by selecting the trash can icon 🗑.
- Choose whether to Show totals in the report.
- Select whether you want to Add constraint and then choose what type of constraint.
- When you complete the report configuration, select Close to close the window and save the customized report.
Note that, in this report, you can add as many data fields as required and available.
Notes: Regardless of the order in which you add the columns, they will be sorted numerically in ascending order. Once the columns have been added, you will not be able to modify them, you must delete them and fill in all the fields again.
Visualize payroll report
- Select Reports from the main menu.
- Locate in the listing or use the Magnifying Glass icon ⌕ to find report 181 - Payroll Variables - Payroll Incidences.
- In the Report drop-down, select the specific report to be displayed.
- Under Group by, select a way to group the report data. It can be by Worker, Work Period Information, or Center.
- Choose the Start and End date of the period you want to consult.
- In Select Units, choose the work center(s) you wish to consult.
- Select if you want to Show only Active Employees. You can also choose to view the report in Vertical Format and Breakdown Leaves.
- Once setup is complete, select Excel to download your custom report.