The report lists employees' payroll variables over a given period. It can be consulted online, then exported as a document for payroll preparation. Here's how to set up and export the report.
Choose export parameters
Among the data available, you can define which information will appear on the exported report.
Once set, the export options remain in memory for future reports.
Report > Export options> Export settings
Define information to be included
Select the information you wish to appear in the exported report, and the options you choose will be saved for future reports.
Report data is classified into 5 categories:
Summary: Essential payroll information (contract data, salary data, schedule hours, absences, remuneration items).
Employee files: Details of schedules, overtime or compensated hours, specific remuneration elements.
Details: All information included in the report.
Employee absences: Details of all absences for the period.
Leave balance: Status of paid time off trackers in the month of export.
💡 Customization: You can choose which columns to include by checking the variables proposed in each category.
Export the report for a single location
Steps to export the report for a single location:
Select the relevant location.
Go to the Report tab.
Choose the desired period (up to a maximum of 2 months).
Click on Export Options > Export to Excel.
Export Formats:
Excel Format: The information is divided into 4 to 5 categories (Summary, HR files, Details, Employee Absences, and Tracker Summary if overtime compensation is activated).
Payroll Software: If you use payroll software, set up a compatible export.
Export the report grouped by multiple locations and for a period of up to 12 Months
Export the report for several locations: Organizations managing multiple locations can export individual reports for each location or generate a consolidated export with all data combined into a single document.
Export the Report for a Period of up to 12 Months: You can download the report in Excel format for a period of up to 12 months at the organizational level.
This provides a comprehensive and detailed overview of employee payroll variables, enabling precise and in-depth data analysis.
Steps to export the report grouped by multiple locations and for a period of up to 12 Months:
Select the "All Locations" option from the dropdown menu in the top-left corner of your screen.
Go to the Report tab.
Choose the desired period (up to a maximum of 12 months).
Click on the three dots next to your organization’s name and select Export to Excel.
The report will then be sent to you via email.