Reports | Custom File Builder

Reports | Custom File Builder

Overview

A powerful new toolset has been released which provides the ability to create plain text-based files that contain Payroll and HR related information.

Edition

This report is available on Lite / Premier and Master editions. 

Navigate > Reports > Nextgen > +Extract File

Details

Nextgen tab
 

Report Parameters


Some examples of how text-based files are used in the Payroll and HR industry include:

  • Submitting data to pension and provident funds
  • EFT files to upload into banking systems for salary payments
  • Submitting employee and tax related data to tax authorities
  • Integrating employee data with other business applications

This new feature makes use of our existing custom report writer tool and has the following benefits for building text files:

  • Allows users to create required header and footer rows
  • Facilitates specific date formatting
  • Allows users to add required padding to fields
  • Users are able to apply conditional logic to fields
  • Allows users to make use of various field delimiters such as comma or pipe
  • Also allows creation of fixed length files

Once a custom extract file has been created, it will be located under the Custom tab on the reports screen and grouped under the relevant sub-section you save it under.     


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