• Gross to Net Report
• Audit Trail Summary Report
• Pension Scheme Report
• Savings Scheme Report
• Journal Posting Report
• Bank Holiday Entitlement Report
• ASC Summary Report
• SPSPS Summary Report
• CPS Summary Report

Gross to Net Report

The report generates the employee net pay from the gross pay by deducting various components such as PAYE, USC, PRSI, CPS, and SPSPS.

To generate the report, complete the following steps.

1. On the REPORTS page, under the BUSINESS REPORTS heading, click Gross to Net Report.
2. The GROSS TO NET REPORT page appears. Enter one or more criteria. If you do not provide any criteria, the report generates the default data.

   FIELD	STEP
   FREQUENCY	Select the required pay frequency.
   DEPARTMENT	To generate the report by department, select the department or retain ALL.
   EMPLOYEE	To generate the report for an employee, select the name or retain ALL.
   PERIOD FROM	To generate the report for a period range, select the starting period.
   PERIOD TO	Select the ending period in the range.

   Optional: To customise the report headings, click Advanced Settings and click Update.
   

   In the new release, two new tabs have been included under Advanced Settings, namely CWPS (Employer) 
   and CWPS (Employee)

1. The report is generated.

A new column CPS is available.

 

 

Audit Trail Summary Report

The Audit Trail Summary report registers and shows changes to employee data over time.

To generate the report, complete the following steps.

It is recommended that you compare the same data across different periods.

1. On the Reports page, under the BUSINESS REPORTS heading, click Audit Trail Summary Report.
2. The Audit Trail Summary Report page appears. On the Audit Trail Summary Report page, enter the following criteria.

   FIELD	STEP
   FREQUENCY	Required frequency.
   PERIOD FROM	Starting period for the report.
   PERIOD TO	Ending period for the report.

3. The report is generated. To understand the report, see the following images.

In

 

Pension Report

The Pension report generates the pension-related deduction summary or details based on the frequency, period and the report type criteria you specify.

To generate the report, complete the following steps.

1. On the Reports page, under the BUSINESS REPORTS heading, click Pension Scheme Report.
2. The Pension Report page appears. On the Pension Report page, enter the following inputs and click Run to generate the report.

   FIELD	STEP
   FREQUENCY	Required frequency.
   PERIOD FROM	Starting period for the report.
   PERIOD TO	Ending period for the report.
   TYPE	Summary or Detailed.

3. The Pension Report is generated.

Savings Scheme Report

The report generates the summary or the details of the Savings Schemes applied to the employee salaries such as employee and employer contributions to the schemes and withdrawals from the savings balances. To generate the report, complete the following steps.

1. On the REPORTS page, under the BUSINESS REPORTS heading, click Savings Scheme Report.
2. On the SAVINGS SCHEME REPORT page, specify your filter criteria, as required and click Run.
3. Optional: To customise the information the report will generate, click Advanced Settings. On the Advanced Settings window, use the and buttons to exclude or include the information you want to view on the report and click Update. Note that the Employee Name heading cannot be excluded.
4. The report is generated.

Journal Posting Report

The report generates the journals under various nominal codes depending on the criteria you specify. To generate the Journal Posting Report, complete the following steps.

1. On the Reports page, under the BUSINESS REPORTS heading, click Journal Posting Report.
2. The Journal Posting Report page appears. On the Journal Posting Report page, enter the required frequency and period and click Run.
3. The report is generated.

Standard Report Functionalities

You can customise almost all report headings and email, print or save the reports to your computer or mobile device.

Customising Report Headings

You can exclude or include all report headings except the Name and the Employee Name headings in the generated report. To customise, complete the following steps.

1. On the Reports page, click a report name.
2. On the report page, click .
3. The Advanced Settings window appears.
4. On the Advanced Settings window, customise the headings, as shown in the image above and click Update. The headings are updated.

The updated settings are retained until you choose to update the settings again.

 

Other Functionalities

To print the report, click Print.

To export the report in excel output, click Excel.

To save the report in PDF format, click Save.

To send the payslip summary by email click Send via Email.

 

Bank Holiday Entitlement Report

The report generates the number of bank holiday entitlements, if any, for employees paid on a daily or hourly basis. The entitlement is generated by calculating the number of hours worked over 5 weeks preceding the selected bank holiday. The number of hours are entered on the Payroll Details page. Only those employees with 40 or more work hours are entitled. To generate the report, complete the following steps.

1. On the Reports page, under the BUSINESS REPORTS heading, click Bank Holiday Entitlement Report.
2. The Bank Holiday Entitlement Report page appears. From the BANK HOLIDAY list, select a bank holiday and click Run.
3. The report is generated.

ASC Summary Report

The report generates the summary of various ASC pensionable additions and deductions employee-wise depending on the criteria you set. To generate the report, complete the following steps.

This report is available only if you enable the FSSU option under the Business Details heading on the Settings page.

1. On the Reports page, under the BUSINESS REPORTS heading, click ASC Summary Report.
2. The ASC SUMMARY REPORT page appears. Set your criteria, as described in the table below.

   FIELD	STEP
   FREQUENCY	Select the payroll frequency.
   PERIOD FROM	If you want to generate the report for a time range, select the starting month.
   PERIOD TO	If you want to generate the report for a time range, select the ending month.

   The report data is generated under columns. You can customise the columns by clicking the Advanced Settings button.

3. To generate, click Run.
4. The report is generated.

SPSPS Summary Report

The report generates the SPSPS summary employee-wise based on the criteria you set. To generate the report, complete the following steps.

This report is available only if you enable the FSSU option under the Business Details heading on the Settings page.

1. On the Reports page, under the BUSINESS REPORTS heading, click SPSPS Summary Report.
2. The SPSPS SUMMARY REPORT pager appears. Set your criteria, as described in the table below.

   FIELD	STEP
   FREQUENCY	Select the payroll frequency.
   PERIOD FROM	If you want to generate the report for a time range, select the starting month.
   PERIOD TO	If you want to generate the report for a time range, select the ending month.

   The report data is generated under columns. You can customise the columns by clicking the Advanced Settings button.

3. To generate, click Run.
4. The report is generated.

CPS Summary Report

The report generates the employee and frequency-wise summary of CPS deductions from salary. You need to specify the frequency and the payroll period as criteria.

This report is available only if you enable the FSSU option under the Business Details heading on the Settings page.

1. On the REPORTS page, under the BUSINESS REPORTS heading, click CPS Summary Report.
2. On the CPS SUMMARY REPORT page, specify your filter criteria to generate the report and click Run.
3. Optional: To customise the information the report will generate, click Advanced Settings. On the Advanced Settings window, use the and buttons to exclude or include respectively the information you want to view on the report and click Update. Note that the Employee Name heading cannot be excluded.
4. The report is generated.