Inspect and Generate Payroll Report

Explanation

This activity is used to inspect payroll reports for possible errors or missing data.

Depending on the selected report template, different information can be required to generate a report. If it is impossible to generate a complete report for every employee, the status of the report definition will change to Generated with Errors. You have an option to inspect what data are missing or incorrectly entered.

It is much easier to inspect the data after the generation attempt, as all possible errors will be visible in the State column.

Prerequisites

In order to perform this activity, an report data have to be loaded from a report template template.

System Effects

As a result of this activity, errors in the report should be corrected.

Window

Payment Report

Related Window Descriptions

Payment Report, Payment Report Details

Procedure

1. Open the Payroll Payment window.
2. Search or populate to find the relevant payment.
3. Navigate to the Report Definition tab.
4. Right-click the relevant report and click Details. The Payment Report Details window will open.
5. Review the data:
   • On the Employees tab you can see all employees included in the report definition. They were loaded according to the settings specified in the report template. You can review those settings on the Parameters tab.
   • Report entries are generated separately for every employee. The State field indicates if there were any problems during generation.
   • If there are errors, you will find the error text in the Error Message field.
   • If an employee has no email, you can right-click him and click Set Employee Mail (after you added this information in employee files). This way you do not have to load the entire report again to fetch this data.
   • If an employee has no email and the template requires one, it is possible to update this information without creating a new report. You can add email address in the Employee window, go back to the Payment Report Details window, right-click the employee and click Set Employee Mail.
   • You can right-click an employee and click Deselect Employee to manually exclude him from report generation. Right-clicking and clicking Select Employee will manually include the employee.
6. After corrections are done, you have two options:
   • To generate the entire report go back to the Payroll Payment window. On the Report Definition tab, right-click the report and click Generate Report.
   • To generate a report for a single employee, go to the Employees tab, right-click the relevant employee, and click Execute Report. This allows to avoid generation of reports that were already successful.
7. Inspect if there are any errors in the State field.