Miscellaneous Reports
OBJECTIVE
The Miscellaneous Reports function is used to view information available in the payrolls in various pre-defined formats. The information is taken from cumulative employee amounts and calculated payrolls.
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The user can create his own report format by using the different variables available in the Miscellaneous Report Generator. |
PREREQUISITEs
Steps
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maestro* > Time Management > Payroll > Payroll > Miscellaneous Reports |
Generate a pre-defined report
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Miscellaneous reports make it possible to make a pre-selection based on various criteria in relation with the contents in available reports. This pre-selection minimizes the data to be analyzed and reduces processing time. |
- Select a Title.
- Select a Payroll date range or Cheque date range.
Only dates in the active year will be processed. If no date is specified, the system processes the complete active year.
- Select an Employee Range.
If no employee is specified, the system processes all employees.
The list of available employees is based on the security defined by the user.
- Select the information based on specific requirements.
Field
Description
Data Type
Available values:
Cumulative
Cumulative by employee. The system takes into account any adjustments to cumulative amounts if the report is requested without a date.
Cumulative by employee. The system adds payrolls by employee without taking into account any adjustments to cumulative amounts if the report is requested with a date.
Starting Cumulative
Retrieves only starting cumulative amounts, or balances transferred from the preceding payroll year to the current year.
Cumulative Modification
Retrieves only adjustments to cumulative amounts made in the active year.
Weekly Salary
Retrieves all payrolls for all selected employees for the dates requested.
Opening Cumulative +Weekly Salary
Retrieves starting cumulative values, which are balances transferred from the last payroll year to current year and weekly payrolls according to the dates specified.
NOTE: By not specifying a date, the weekly payroll will be for the current year.
Combined
Retrieves a total line by data type for each employee.
The four data types are:
- Opening Cumulative values
- Cumulative Modification
- Calculated Payrolls
- Total year-to-date amounts for the employee
NOTE: Customized reports must be changed to display the data type in one column of the report.
Combined Total Only
Retrieves a total line that combines the Opening Cumulative values, Cumulative Modification and calculated payrolls for each employee.
Do not validate the employee's current category
Allows to print employee cumulatives who worked in many employment categories.
Print Bonuses
Prints paid hours and bonuses, if the box is checked.
Cheque Type
Available values:
All
All types of cheques.
Pay
Pay cheque.
Advance
Advance cheque.
Tax Ben
Taxable benefit transaction entered.
Payroll Status
Available values:
Calculated
Payroll has been calculated.
Printed
The cheques have been printed.
All
All statuses.
Printing Order
Available values:
Number
Prints the report by employee number in ascending order.
Name
Prints the report in alphabetic order based on the employee's name.
Code
Prints the report by employee code.
Group Code
Prints the report by group of employees.
NOTE: If the box is empty, the system uses all groups.
Province
Code for the government table defined in the Government Tables option.
- Use the menu on the right to perform an advanced sort by Category, Province or Committee.
The addition symbol (+) is used to conduct a more detailed search to maximize data sorting.
- Click OK.
See also