Table of Contents

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:

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

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 checklist or Reports - (Post Payroll) with additional criteria

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