SAP Export Report
The Payroll Report
The report types are:
Totals: a report that shows the total amounts earned or paid by employees in payrolls. Click here to read more about this report.
Gross Totals: a report on the gross totals of the selected payrolls and employees. Unlike the Monthly Gross Totals Report, this report adds up all the values into a single entry.
Detailed: a detailed payroll report. Outputs the report in an Excel file. Click here to read more about this report.
Monthly Gross Totals: a gross totals report of the selected payrolls and employees that compares the values to the values in respective FS5s to detect discrepancies. Click here to read more about this report.
Totals Extended: a report similar to the Totals Report, but in greater detail.
Grouping Levels are used to group the employees within the payrolls based on any characteristics that you want.
Sort Order will sort the employees within those groups.
Analysis Codes in the Custom Analysis Fields are any additional reporting fields that you would like to add to the report.
Basic Hours Report
You can order your basic hours report by employee code or name.
Click the Summary box to only display the number of employees that work within the company. When unchecked, the report will display the names, employee codes, and other details of the employees in a list, while providing a total count.
Grouping Levels are used to group the employees within the report based on any characteristics that you want.
Overtime Report
You can order your overtime report by employee code or name.
Click the Summary box to only display the number of employees that work within the company. When unchecked, the report will display the names, employee codes, and other details of the employees in a list, while providing a total count.
Grouping Levels are used to group the employees within the report based on any characteristics that you want.
Benefits Report
You can order your benefits report by employee code or name.
Click the Summary box to only display the number of employees that work within the company. When unchecked, the report will display the names, employee codes, and other details of the employees in a list, while providing a total count.
Grouping Levels are used to group the employees within the report based on any characteristics that you want.
Adjustments Report
You can order your adjustments report by employee code or name.
Click the Summary box to only display the number of employees that work within the company. When unchecked, the report will display the names, employee codes, and other details of the employees in a list, while providing a total count.
Grouping Levels are used to group the employees within the report based on any characteristics that you want.
Leave History Report
The leave history report gives a detailed overview of the pending and approved leave of the employees.
In the Payroll Company tab, you can select the companies to include in the leave history report.
If you want to include employees who were terminated between the selected periods for the report, click the Include Terminated Employees box.
Grouping Levels are used to group the employees within the report based on any characteristics that you want. Click the Without page break icon next to each field to prevent the report from creating page breaks for the group level.
Checking the Hide Zero Balances checkbox will hide all leave balances that are used up, to remove clutter on the leave situation report.
Leave Accruals Report
Selecting a leave type is required for a leave accrual report. You can also select to include NI and bonuses.
In the Payroll Company tab, you can select the companies to include in the leave accruals report.
You can include accumulated and public holidays in your report by selecting the leave type for each section.
You can order your adjustments report by employee code or name.
Grouping Levels are used to group the employees within the report based on any characteristics that you want.
Unions & Deductions Report
If no pay items are visible in the Pay Items tab of the unions deductions report, you need to create a pay item analysis and a pay item group for the union pay item.
To create a pay item analysis and pay item group for a union pay item:
Go to Payroll and Leave > Payroll Setup > Pay Item Analysis.
Click Insert in the functions bar.
Enter the details of the pay item analysis.
Click Save.
Then:
Go to Payroll and Leave > Payroll Setup > Pay Item Groups.
Click Insert in the functions bar.
Enter the details of the pay item group.
Click Save.
Continuing:
Go to Payroll and Leave > Payroll Setup > Pay Items.
Click on the pay item you want to include as a union deduction pay item, and click Edit.
Enter the pay item group and pay item analysis details in the Details section of the pay item.
Click Save.
Maternity Leave Fund Report
In the Payroll Company tab, you can select the companies to include in the maternity leave fund report.
You can order your benefits report by employee code or name.
You can choose to generate the report as a detailed report or as a summary under Level.
Grouping Levels are used to group the employees within the report based on any characteristics that you want.
Advance Payment Report
You can order your benefits report by employee code or name.
You can choose to generate the report as a detailed report or as a summary under Level.
Grouping Levels are used to group the employees within the report based on any characteristics that you want.
Contributions Report
In the Payroll Company tab, you can select the companies to include in the contribution report.
You can order your contribution report by employee code or name.
You can choose to generate the report as a detailed report or as a summary under Level.
Grouping Levels are used to group the employees within the report based on any characteristics that you want.
Voluntary Occupational Pension Scheme (VOPS) Report
You can order your basic hours report by employee code or name.
Grouping Levels are used to group the employees within the report based on any characteristics that you want.
Employee Basic Pay Difference Report
The Employee Basic Pay Difference report compares employees' basic pay at a particular date with that of another specific date, and can be issued in Excel format.
To use this report, make sure to assign the permission HR_EmployeeBasicPayDifferenceReportPermission.