===== How to use report criteria =====

HRMS provides different types of reports to help users check, review and extract payroll information at different stages of the payroll process.

The reports are divided into **three** main types:

  *  **Checklist** – used during payroll processing to check and review information before payroll closure. It is available under **Monthly Procedures** → **Payroll Calculation** → **Checklist.**

  *  **Payroll Reports** – **Post Payroll** – used after payroll closure to review and extract payroll information. They are available under ** Monthly Procedures → Report Post Payroll.**

  *  **User Reports** – allow users to generate reports based on their specific needs by selecting the required criteria. They can be used before and after payroll closure.

The following sections explain each report type and the criteria available to generate the required information.

===== Checklist=====

The Checklist is used **before payroll closure** to check payroll information. The criteria's for the **actual month** are selected **automatically by default**, so you do not need to select them manually. The illustration below shows how to generate a Payroll Detailed Checklist using the default criteria.

===== Steps to generate a payroll detailed checklist =====
  *  1. Go to **Payroll** --> **Monthly Procedures ** 
{{:spay:hrmsprocguide:payroll_checlist_1.png|}}
  *  2. Click **Payroll Calculation**
{{:spay:hrmsprocguide:spayroll_call.png|}}
  *  3. Click **Checklists**
  *  4. Click **Payroll Detailed Checklist.**
{{:spay:hrmsprocguide:checklistriteria_34.png|}}
  *  The following **default criteria** are selected for the month : 
  *  ** Pay Year** 
  *  **Pay Period** 
  *  **Company** 
  *  **Employee Status** In this illustration all employees has been selected by default, you may change the status by selecting the other values.
{{:spay:hrmsprocguide:checklist_first_criterias.png|}}

  *  Under **Report Options** section, other default criteria are selected.
{{:spay:hrmsprocguide:report_criteria.png|}} 

  *  Click **Preview.** 
{{:spay:hrmsprocguide:preview_take_2.png|}}
  *  **Note** : The report is opened in a new tab
{{:spay:hrmsprocguide:report_criteria_preview.png|}}

===== Reports - (Post Payroll)  =====

**Reports - (Post Payroll)** are used after payroll closure to review the final payroll results and obtain the required payroll information. Unlike the Checklist, the criteria are **not selected automatically**. Users can select the required year, month, company, status, and other criteria to display the information required.
For more information on how to select and apply criteria for Reports - (Post Payroll), refer to the link below :
  *  **How to view/print a User report** : [[http://skb.uniconsults.mu/doku.php?id=spay:hrmsprocguide:how_to_view_print_a_user_report]]

===== How to view checklist or Reports - (Post Payroll) with additional criteria=====

For more information on how to select and apply criteria, refer to the link below :

  *  **How to view User report with additional criteria**: http://skb.uniconsults.mu/doku.php?id=spay:hrmsprocguide:how_to_view_user_report_with_additional_criteria