Generate Payroll Report Using Assistant

Explanation

This activity is used to generate a payment report.

The process of report generation consists of two steps. First, the application uses a report template to gather all relevant data. Second, it uses the data to generate an output file (also determined by the template). The output file is the end result of report generation, e.g., PDF, Printout, or entry in the archive. This activity completes both steps at once.

Prerequisites

In order to perform this activity:

• Payroll payment has to be closed.
• Payment definition template has to be created.

System Effects

As a result of this activity, a report will be generated for the selected payroll payment.

Window

Payment Report Assistant, Payment Report

Related Window Descriptions

Payment Report Assistant, Payment Report

Procedure

1. Open the Payroll Payment window.
2. Search or populate to find a payment for which you want to create a report.
3. Right-click the window header and click Payment Report. The Payment Report assistant will open.
4. In the assistant, select a payment report template in the Definition ID field. The template determines what information will be included in the report.
5. A set of parameters will appear in the table. These are information that can be included in the report (e.g., Organization Codes, Employee Numbers, Wage Code Groups, Comments).
   Depending on the template selected in step 4 you might be required to enter some parameter values in the Parameter Value column. If the Mandatory check box is selected, then you have to enter a value in order to generate the report. If the Mandatory check box is cleared, the value is optional.
   Depending on the template, some parameters can have their values already entered. This can be only a suggestion (e.g., a most common choice) or a setting enforced by the template and impossible to change.
6. Clear the Save Definition Only check box.
7. Click OK.

Note: To see if the report was generated correctly, check the State field on the Report Definition tab. If there were no errors, the report should be displayed as Generated.