Load Payroll Report Data

Explanation

This activity is used to prepare data for report generation. The report itself will not be generated in form of an output file but relevant data will be gathered according to the selected report template. This will allow you to inspect the data before creating an output file.

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, data for the report will be loaded but no output file will be generated.

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 header and click Payment Report. Payment Report assistant will open.
4. In the assistant, select a payment report template in the Definition ID field.
5. A set of parameters will appear in the table. These are the data 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 that is impossible to change.
6. Select the Save Definition Only check box. As a result, no output file will be generated, but all data relevant for the report will be fetched and saved. You will be able to see them in the Payroll Payment window, on the Report Definition tab.
7. Click OK.