Classic | Frequently Used Reports
About
The system offers you a selection of reports to reconcile and validate payroll output. This article highlights frequently used reports as well as the relevant report parameters.
Please note: Click on any image in the article to enlarge.
NextGen or Classic
The Classic version is the name given to the previous look and feel of the system. Important to note, both NextGen and Classic point to the same database. No data migration is therefore applicable.
This article covers Frequently Used Reports for the Classic version of the system.
An Example of the Classic Landing Page
To access the article that explains the same for the new and improved NextGen version, please select this link: NextGen | Frequently Used Reports
An Example of the NextGen Landing Page
Edition
This feature is available on Lite, Premier and Master.
Navigation Path
Navigation:Company Menu>Reports
Select the category heading to expand and collapse each section.
The Component Variance Report
Category Heading: Payroll
The Component Variance Report provides a comparative, month or run listing of all component figures for a selected period per employee.
Example
The Net Payment Listing Report
Category Heading: Payroll
The Net Payment Listing Report provides a net pay list of all employees for a selected run.
Example
The Pay Rates Report
Category Heading: Payroll
This report provides a listing of the employee’s package in historical order up until the effective date specified the report parameters.
Example
The Payroll Reconciliation Report
Category Heading: Payroll
The Payroll Reconciliation Report provides current figures or MTD figures of all employees’components on the payslips. This includes Allowances, Deductions, Net Pay, Fringe Benefits, Company Contributions and Notes. This report is typically used for reconciliation purposes.
Filtering options for organisation level, unit, position, region and employee dynamic fields are available.
Example
The Medical Aid Report
Category Heading: Payroll
The Medical Aid Report provides a listing of the employees’ medical contributions for a chosen period. The report displays both employee deduction and company contributions.
Example
The information below can be viewed and changed on the Employee Dependants Screen. The meaning of:
- No. of Deps: Number of Dependants
- SP: Spouse
- AD: Adults
- CH: Child
The Pension & Provident Fund Report
Category Heading: Payroll
The Pension & Provident Fund Report provides a listing of the employees’ Pension orProvident fund contributions for a chosen period. The report includes the fund description aswell as the employee deductions and company contributions.
Example
The Dynamic Employee Details Report
Category Heading: HR
The Dynamic Employee Details Report provides a list of various pre-defined employee fields that can be selected by you, or example: Employee Number, First Name, Org. Unit and Reporting to Person.
Example
The Balances Report
Category Heading: Leave
The Balances Report provides a listing of all employees’ opening and closing balances, accrual days, days taken or adjusted, as well as the value of the employees’ leave.
Example
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