User rights
The user rights shown below need to be enabled in order to view the Payroll Overview report:
Accessing the Payroll Overview report
To view the report, go to Human Resource -> Payroll Overview report.
The fields to generate the Payroll Overview Report are shown below and need to be completed:
- Report filter: Choose a template that was saved previously from the dropdown list.
- Valid From/Valid To: Define the period for which you need to create a report.
- Template name: To use custom configurations in the future, enter a template name and save.
- Public: The report template can be edited and reviewed by other users.
- Protected: Other users have no permission to edit the report template.
- Private: The report template is available only for the user who created it.
- Sorting: Choose the sorting option. You can set ascending or descending order by clicking one of the radio buttons.
- Filter On: It is possible to filter either on Filter or on Human Resources. To use the filters, click the Filter radio button. After clicking the dropdown list, filters are available and you can choose the filter that you need. To filter on human resources, choose the Human Resources radio button. You can now search and mark one or several human resources filters for the report.
- Payroll Transactions Codes: The code of transactions is displayed on such fields. You can mark the codes that you need to be displayed in the report.
- Time Mode: You can choose a time mode from the dropdown list.
- Period Template: You can choose a period template from the dropdown list. You can also add several days before the period and several days after the period if you need to create a report for the specific period.
- Note: Valid From and Valid To dates are not available for editing as these dates are set automatically according to the chosen period.
- Frequency: You can adjust the weekdays that you want to be displayed in the report.