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Summary

How to generate, configure, preview, and email.

Category

Knowledge Base Article

Keywords

Payroll, Payslip

This article explains all what you need to know about the payslip report. How to generate/preview, configure, and email.

Introduction

There are two types of payslips:

  • in-built within the program from the installation package;

  • customized, which should be uploaded and configured separately;

Both types are generated differently, from different locations.

Let’s look at each of them in detailThis article will explain both types of payslips and how to generate these.

Contents

Table of Contents
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In-built payslip

How to generate

The payslip can be generated from the Payroll > Current/Historical Period Reports > Payslip.

How to configure

The following configuration options are available for the in-built payslip report:

Expand
titlePayslip Laser Layout

  • Crew Selection - the selection of crew for which you run the report. It is based on the persons in the current Crew List.

  • Output - the payslip generation action. Three are available: e-mail. preview, distribute (into Enclosed files), and both (for e-mail and distribution at the same time).

  • Display Sign-on date - when enabled, an additional field for the sign-on date is added to the payslip.

  • Print Persons with no wages too - when enabled, the report includes crew without payments as well.

  • Employer Name and Number from Current Org unit - when enabled, the employer details are picked up from the currently opened organization instead of the default behavior - from the payments themselves.

  • Comment Text - when enabled, the common text is displayed on the payslip according to Organization properties > Report > Payslip.

  • Signature - when enabled, the signature is added to the payslip.

  • Excluded Domestic Country Code - when enabled, the payslip excludes people with Domestic Country Code.

  • Show Comments - when enabled, the Comments column from each payment entry is added to the payslip.

  • Include Leave Days Account - when enabled, the leave days section is added to the payslip for the current month.

  • Include Expiry Information - when enabled, the section with expiring documents is added to the payslip.

  • Print Payment Date Instead of Today's Date - when enabled, the report picks up the Payment Date from the Organization properties > Periods instead of today's date.

  • Print SRC number on Pay Slip - when enabled, the SRC number field from the Personal Details is displayed in the payslip.

  • Do Not Print Alternative PIN - when enabled, the Alternative PIN field is not displayed.

  • Show Accumulator Movement - when enabled the report displays the Accumulator Movement details for historical, current period, and YTD Total. When disabled, only the current balance is shown.

  • Not Show User Defined Field - to be added

  • Show Period Name - when enabled, the report shows the Period Name field from the Organization properties > Periods.

  • Collapse Activities with the same code - when enabled, the report merges the details of activities of the same type.

  • Collapse Entry Codes with the same code and comments - when enabled, the report combines amounts/days/etc. from the same Entry Codes into one line.

  • Show Activity Comment - when enabled, the Activity Comment is displayed in the payslip.

  • Show Currency Rate - when enabled, the Currency Rate is displayed in the payslip.

  • Order By - the setting identifies the order in which payslips will be generated when you run it for the batch of crew.

  • Print Review - the option allows to add additional filters to the payslips report such as Watermark and Entry Codes filter.

Expand
titlePayslip Laser Layout by Employer

  • Crew Selection - the selection of crew for which you run the report. It is based on the persons in the current Crew List.

  • Output - the payslip generation action. Three are available: e-mail. preview, distribute (into Enclosed files), and both (for e-mail and distribution at the same time).

  • Display Sign-on date - when enabled, an additional field for the sign-on date is added to the payslip.

  • Print Persons with no wages too - when enabled, the report includes crew without payments as well.

  • Employer Name and Number from Current Org unit - when enabled, the employer details are picked up from the currently opened organization instead of the default behavior - from the payments themselves.

  • Comment Text - when enabled, the common text is displayed on the payslip according to Organization properties > Report > Payslip.

  • Signature - when enabled, the signature is added to the payslip.

  • Excluded Domestic Country Code - when enabled, the payslip excludes people with Domestic Country Code.

  • Show Comments - when enabled, the Comments column from each payment entry is added to the payslip.

  • Include Leave Days Account - when enabled, the leave days section is added to the payslip for the current month.

  • Include Expiry Information - when enabled, the section with expiring documents is added to the payslip.

  • Print Payment Date Instead of Today's Date - when enabled, the report picks up the Payment Date from the Organization properties > Periods instead of today's date.

  • Print SRC number on Pay Slip - when enabled, the SRC number field from the Personal Details is displayed in the payslip.

  • Show Social Security Number - when enabled, the Social Security Number number field from the Personal Details is displayed in the payslip.

  • Show Accumulators without converting in Payment Cur. - when enabled, the Accumulators are displayed in the calculation currency, instead of the payment currency. Currency and Exchange Rate

  • Order By - the setting identifies the order in which payslips will be generated when you run it for the batch of crew.

  • Print Review - the option allows to add additional filters to the payslips report such as Watermark and Entry Codes filter.

How to email

How to email a Payslip

Customized payslip

How to upload

Before you run the payslip you first need to upload it to the system. To do this:

  1. Open General Codes > Report Generator > Customized Report Groups and create a separate group for Payslip. Set it to be used in the Employee email module and link to the corresponding document code for Payslip - to distribute the payslip to employees Enclosed Documents folder.

  2. Download the payslip file from our web page.
    APM Payslip Laser Layout1
    APM Payslip Laser Layout1 by Employer

  3. Upload it to the Report Generator module under the Payslip folder that we created.

How to configure

The payslip can be generated from the Crew List > E-mail Reports.

But before you generate you need to configure it using the Manage Button.

There are two configuration tabs: General and Email

  • General - here you configure the report properties and display of dialogue window options.

  • Email - here you configure the e-mail Subject and Text to be sent to the crew.
    You can use various Placeholders to fetch crew details into the email text.

How to generate

The payslips are generated based on the selection of the crew in the currently opened Crew List.

How to email

How to email a Payslip

See also

How to email a Payslip