How to create a user report

Aspects of User reports

• Can be created by HRMS Payroll users, with the ability to view data using specific criteria.
• Can be previewed/printed, exported to Excel/Password protected and saved as PDF files
• Visible both before and after payroll closure.
• Access rights can be maintained
• Number of columns that can be created in a User Report is unlimited. However, for proper printing of the User Report in A4 portrait format, the recommended number of displayed columns is xx. In A4 landscape format, the recommended number is yy.
• If your report contains more columns, it is recommended to export it to Excel rather than view or download it as a PDF, as the data may not display correctly in the report and could appear compressed.
• Can be analysed :

• 1.By Year, period, by summed periods and by grouped periods, monthly and yearly comparison
• 2.By Company, paysite, department, sub department, division, unit, job title and employee category
• 3.By Employee status : All, active, leaver, new recruit, leaver and new recruit
• 4.In detailed or summary
• 5.By Currency
• 6.By activating Report options such as : Show employee code, Alternate row color, Page break, Hide empty columns, Use external code
• 7.By activating Export options such as : Show group header, Show group total and Split employee name

The illustration below shows how to create, view, and export a user payroll report in A4 landscape format, with the following columns: Employment Date, National ID number, Basic Salary, Overtime, Transport, CSG EE/NSF EE, PAYE, and Net Pay.

• To create a User report :

• 1. Go to HRMS - TOOLS

• 2. Click Report generator

• On the Selection tab, the Payroll module is already selected, and in the Select an option section, Create from report template is already selected.

• 3. In the Select a report section, click Payment and deduction report template

• 4. On the Designer tab, in the Report section, the paper size A4 is already selected, next select Landscape from the Orientation dropdown list

• 5. In the Column section, select Employee from the Data Source dropdown list

• 6. In the Data Field dropdown list, select Employment Date