diff --git a/content/applications/hr/payroll.rst b/content/applications/hr/payroll.rst index 6896cecb6..5b78870b6 100644 --- a/content/applications/hr/payroll.rst +++ b/content/applications/hr/payroll.rst @@ -946,15 +946,15 @@ Refer to the :doc:`../hr/recruitment/new_job` documentation for more details on form. .. seealso:: - - :doc:`payroll/reporting` - :doc:`payroll/contracts` - :doc:`payroll/payslips` - :doc:`payroll/work_entries` + - :doc:`payroll/reporting` .. toctree:: :titlesonly: - payroll/reporting payroll/contracts payroll/payslips payroll/work_entries + payroll/reporting diff --git a/content/applications/hr/payroll/reporting.rst b/content/applications/hr/payroll/reporting.rst index 9af1eb01d..f75c4b9b7 100644 --- a/content/applications/hr/payroll/reporting.rst +++ b/content/applications/hr/payroll/reporting.rst @@ -2,218 +2,314 @@ Reporting ========= -The :guilabel:`Reporting` section of the *Payroll* app offers a variety of reports to choose from. -The :guilabel:`Payroll`, :guilabel:`Meal Vouchers`, :guilabel:`Attachment of Salary`, and -:guilabel:`DMFA` reports are universal and available for all companies regardless of location. The -:guilabel:`Paid Time Off Allocation`, :guilabel:`273S Sheet`, and :guilabel:`274.XX Sheets` reports -are specific to Belgian companies only. +The *Reporting* section of the *Payroll* app offers a variety of reports to choose from, organized +by location. -To view a report, go to :menuselection:`Payroll --> Reporting` and click on the specific report. +The *Payroll* report, *Work Entry Analysis* report, and *Salary Attachment Report* are default +reports in the *Payroll* app, and are available for all companies, regardless of location. + +Beneath the three default reports are all localization-based reports, organized by country, in +alphabetical order. These reports contain all the various information for the offered benefits and +local tax laws. + +To view all the available reports for the database, including all the localization-specific ones, +navigate to :menuselection:`Payroll app --> Reporting` to view the available reports in a drop-down +menu. Click on a specific report to view it. .. image:: reporting/reports.png :align: center - :alt: Report dashboard view. + :alt: Report dashboard view showing extra reports for Belgium databases. -If a report is unavailable to a company, a user error pops up, stating `You must be logged in to a -Belgian company to use this feature.` +If a report is unavailable to a user, an :guilabel:`Invalid Operation` pop-up window appears, +stating: :guilabel:`You must be logged in to a (country) company to use this feature`, where +"(country)" is the specific country the company is configured for. -At the top of each report, click on :guilabel:`Filters` to display the optional filters for the -specific report. Filters show information that matches the specific filter parameters. For example, -when selecting the :guilabel:`Last 365 Day Payslip` filter, only payslips for the last 365 days -appear. All reports have the option to add a custom filter, and each have different default custom -filter options. Select the parameters, then click the :guilabel:`Apply` button. - -.. image:: reporting/custom-filter.png - :align: center - :alt: Report dashboard view. - -Clicking on :guilabel:`Favorites` displays three options: :guilabel:`Save the current search`, -:guilabel:`Add the search to the dashboard`, or :guilabel:`Insert the search to a Google -spreadsheet`. - -.. image:: reporting/favorites.png - :align: center - :alt: Favorite options for reports. +Default reports +=============== Payroll ------- -Click on :menuselection:`Payroll --> Reporting --> Payroll` to display the :guilabel:`Payroll -Analysis` report. +Click on :menuselection:`Payroll app --> Reporting --> Payroll` to display the :guilabel:`Payroll +Analysis` report. This report shows all the payslips generated in the last 365 days, due to the +default :ref:`filter `: `Last 365 Days Payslip`. .. image:: reporting/payroll-report.png :align: center - :alt: Report dashboard view. + :alt: Payroll overview report showing payroll for the last 365 days. -This shows all the payslips generated in the last 365 days. The report can display metrics for a -variety of parameters. Click the :guilabel:`Measures` box to view a drop-down menu with the various -options to display. The options available include: :guilabel:`# Payslip`, :guilabel:`Basic Wage`, -:guilabel:`Basic Wage for Time Off`, :guilabel:`Days of Paid Time Off`, :guilabel:`Days of -Unforeseen Absence`, :guilabel:`Days of Unpaid Time Off`, :guilabel:`Gross Wage`, :guilabel:`Net -Wage`, :guilabel:`Number of Days`, :guilabel:`Number of Hours`, :guilabel:`Work Days`, -:guilabel:`Work Hours`, and :guilabel:`Count`. +The report can display metrics for a variety of parameters. Click the :guilabel:`Measures` box to +view a drop-down menu with the various metric options to display. The default options available +include: + +- :guilabel:`# Payslip` +- :guilabel:`Basic Wage` +- :guilabel:`Basic Wage for Time Off` +- :guilabel:`Days of Paid Time Off` +- :guilabel:`Days of Unforeseen Absence` +- :guilabel:`Days of Unpaid Time Off` +- :guilabel:`Gross Wage` +- :guilabel:`Net Wage` +- :guilabel:`Number of Days` +- :guilabel:`Number of Hours` +- :guilabel:`Work Days` +- :guilabel:`Work Hours` +- :guilabel:`Count` + +:guilabel:`Net Wage` is the default metric for the :guilabel:`Payroll` report. .. image:: reporting/measures.png :align: center - :alt: Report dashboard view. + :alt: The various measures available to display for the Payroll Analysis report. Line chart ~~~~~~~~~~ -A line chart is the default view for the *Payroll Analysis* report. If a different view was -selected, click on the :guilabel:`Line Chart` icon (middle icon) in the menu bar to change the view -back to a line chart. An option to display the line chart in ascending or descending order appears -at the end of the options. +A line chart is the default view for the *Payroll* report. If a different view is selected, click +the :guilabel:`Line Chart` button (represented by a :guilabel:`📈 (chart increasing)` icon) in the +menu bar to change the view back to a line chart. + +Several options are available for the line chart. Click the corresponding button to activate the +selection, and change the way the data is presented. These icons appear at the end of the chart +options. The various options are: + +.. _payroll/stacked: + +- :guilabel:`Stacked`: data is presented with each metric in its own line, "stacked" on top of each + other. This helps visualize the distribution and variances between different categories. + +.. _payroll/cumulative: + +- :guilabel:`Cumulative`: data is presented with each metric on an individual line, with the total + amount calculated by combining all the lines. This provides a comprehensive view of the cumulative + data. + +.. _payroll/descending: + +- :guilabel:`Descending`: data is shown with the largest values on the left side of the chart, + gradually decreasing towards the smallest values on the right side, along the x-axis. This + arrangement helps emphasize trends or outliers at the extremes. + +.. _payroll/ascending: + +- :guilabel:`Ascending`: data is presented with the smallest values on the left side of the chart, + increasing towards the largest values on the right side, along the x-axis. This arrangement can be + useful for highlighting progressive growth or trends. + +.. note:: + These options can be combined to create a variety of views. .. image:: reporting/line-chart.png :align: center - :alt: Report dashboard view. + :alt: Menu buttons with the line chart called out, along with the other option buttons. Bar chart ~~~~~~~~~ -To display the data in a bar chart, click on the :guilabel:`Bar Chart` icon (first icon) in the menu -bar. +To display the data in a bar chart, click on the :guilabel:`Bar Chart` button (represented by a +:guilabel:`📊 (bar chart)` icon) in the menu bar. + +Click the :ref:`Stacked ` icon to view the bar chart in a stacked format (where +multiple values appear in each column). :ref:`Cumulative ` bar charts are useful +for visualizing the progression over time or other categories. + +An option to display the columns in :ref:`Descending ` or :ref:`Ascending +` order appears at the end of the options. .. image:: reporting/bar-chart.png :align: center - :alt: Report dashboard view. - -Click the :guilabel:`Stacked` icon to view the bar chart in a stacked format (where multiple values -appear in each column). An option to display the columns in ascending or descending order appears at -the end of the options. + :alt: Menu buttons with the bar chart called out, along with the other option buttons. .. tip:: - Clicking an option enables it. To disable the option, click it again. When the option is enabled - it appears grey. When it is inactive, it appears white. + Clicking an option enables it. To turn off the option, click it again. When the option is enabled + the icon appears lighter, with a turquoise outline. When it is inactive, it appears gray, with no + outline. Pie chart ~~~~~~~~~ -To display the data in a pie chart, click on the :guilabel:`Pie Chart` icon (last icon) in the menu -bar. There are no additional options available in this view. +To display the data in a pie chart, click on the :guilabel:`Pie Chart` button (represented by a +:guilabel:`(pie chart)` icon) in the menu bar. There are no additional options available in this +view. .. image:: reporting/pie-chart.png :align: center - :alt: Report dashboard view. + :alt: Menu buttons with the pie chart called out. Pivot table ~~~~~~~~~~~ -The bottom half of the :guilabel:`Payroll Analysis` dashboard presents a pivot table no matter which -type of chart is selected for the top of the dashboard. The default information displayed is the -number of payslips, net wage, gross wage, days of paid time off, and days of unpaid time off. The -information is divided by department. To display more information on the report, select the -:guilabel:`Measures` drop-down menu, then click on any other items to display. +To display the data in a pivot table, click on the :guilabel:`Pivot` button (represented by a +:guilabel:`(pivot)` icon) located in the far-right side of the top menu bar. -.. image:: reporting/measures-bottom.png +The default information displayed includes the number of payslips (:guilabel:`# Payslip`), the +:guilabel:`Net Wage`, the :guilabel:`Gross Wage`, the number of :guilabel:`Days of Paid Time Off`, +and the number of :guilabel:`Days of Unpaid Time Off`. The information is organized by department. + +To display more information on the report, click the :guilabel:`Measures` button to reveal a +drop-down menu. Then, click on any other metric to display it on the pivot table. + +.. image:: reporting/pivot.png :align: center - :alt: Report dashboard view. + :alt: Pivot table view with the various metrics called out. To sort the entries by a specific column, such as :guilabel:`Net Wage`, click on the column name twice. The first click selects the column, and the second click sorts the information in descending order. -.. image:: reporting/net-wage.png +To export the data in an XLSX format, click the :guilabel:`Download xlsx` button, represented by a +:guilabel:`⬇️ (down arrow above a horizontal bar)` icon, located at the far-right of the available +icons. The information is then downloaded into a spreadsheet. + +.. image:: reporting/xlsx.png :align: center - :alt: To sort information by descending order, click the column head twice. + :alt: The menu options with the download button highlighted. -To export the data in an XLSX format, click the :guilabel:`Download xlsx` icon. The information will -be downloaded into an Excel spreadsheet. - -.. image:: reporting/export.png - :align: center - :alt: Download an Excel spreadsheet of the data by clicking the download button. - -The data can be inserted into a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` -button. A pop-up appears asking which spreadsheet to place the information in. Select an existing -spreadsheet or enter the name for a new spreadsheet. Click the :guilabel:`Confirm` button to move to -a spreadsheet view with all the information populated. +Any report can be inserted into a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` +button. A :guilabel:`Select a spreadsheet to insert your (type of report)` pop-up window appears, +asking which spreadsheet to place the information in. Select an existing spreadsheet or dashboard, +or select a new :guilabel:`Blank spreadsheet`. Click the :guilabel:`Confirm` button to move to a +spreadsheet view with the report added to it. .. image:: reporting/spreadsheet.png :align: center - :alt: Send the data to a spreadsheet. + :alt: The view of data sent to a spreadsheet. -Once in the spreadsheet view, click on :guilabel:`File`, then select :guilabel:`Save` to save the -data, or :guilabel:`Save as Template` to save the setting as a template to use in the future. +.. _payroll/doc-storage: .. note:: - The *Documents* application must be installed in order to use the :guilabel:`Insert in - Spreadsheet` option. + If the *Documents* app is **not** installed, the :guilabel:`Insert in Spreadsheet` option places + the newly-created spreadsheet in the *Dashboards* app. + If the *Documents* application **is** installed, the spreadsheet has the option to be stored in + either the *Dashboards* app or *Documents* app. -Meal Vouchers -------------- +Work entry analysis +------------------- -:guilabel:`Meal Vouchers` provides an overview of the meal vouchers used by employees, and can be -shown by :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, :guilabel:`Quarter`, or -:guilabel:`Year`. The default view is by month. +The default :guilabel:`Work entry analysis` report provides an overview of the validated work +entries for the current month. To view this report, navigate to :menuselection:`Payroll app --> +Reporting --> Work Entry Analysis`. -.. image:: reporting/meal-vouchers.png +The work entries appear in a pivot table, with the default filters of `Current month: (Month)(Year)` +and `Validated`. The various types of :doc:`work_entries` are listed on the left-hand side (x-axis), +while the :guilabel:`Total` values appear along the top (the y-axis). + +To change the displayed view, click the :guilabel:`➕ (plus)` icon next to the word +:guilabel:`Total`, then click on one of the grouping options. The available options are +:guilabel:`Work Entry Type`, :guilabel:`Employee`, and :guilabel:`Department`. If in a multi-company +database, a :guilabel:`Company` option also appears. + +To add a new group to sort the data, click :guilabel:`Add Custom Group`, then click one of the +presented options. + +.. tip:: + Wherever a :guilabel:`➕ (plus)` icon appears on a pivot table, the information can be further + grouped. Click on a :guilabel:`➕ (plus)` icon to reveal the available grouping options. + + Click on a :guilabel:`➖ (minus)` icon anywhere on the pivot table to remove that respective + grouping. + +It is possible to compare the current :guilabel:`Work entry analysis` report to the previous month +or the previous year. To view these comparisons, click the :guilabel:`⬇️ (down arrow)` icon in the +search bar to reveal the various :ref:`filter ` and grouping options. + +In the section titled :guilabel:`Comparison`, click on either :guilabel:`Current Month: Previous +Period` or :guilabel:`Current Month: Previous Year`. The report updates and displays the previous +time period values, as well as the :guilabel:`Variation` between the two. + +.. image:: reporting/work-entry-comparison.png :align: center - :alt: Meal voucher + :alt: A pivot table comparing the work entries of the current month and the previous month. -To change the displayed view, click on :guilabel:`Total`. The data collapses, showing only the count -column. Click on :guilabel:`Total` again, then hover over :guilabel:`Day`, then click on one of the -other time-period options available. +To export the data in an XLSX format, click the :guilabel:`Download xlsx` button, represented by a +:guilabel:`⬇️ (down arrow above a horizontal bar)` icon, located at the far-right of the available +icons. The information is then downloaded into a spreadsheet. -.. image:: reporting/voucher-day.png - :align: center - :alt: Meal voucher - -It is possible to compare the current meal voucher report to the one for the previous time period or -the previous year. To view these comparisons, click on the :guilabel:`Comparison` drop-down menu at -the top, then select either :guilabel:`Date: Previous Period` or :guilabel:`Date: Previous Year`. - -.. image:: reporting/meal-comparison.png - :align: center - :alt: Meal voucher - -To export the data in an XLSX format, click the :guilabel:`Download xlsx` icon. The information will -be downloaded into an Excel spreadsheet. - -.. image:: reporting/voucher-download.png - :align: center - :alt: Download an Excel spreadsheet of the data by clicking the download button. - -The data can be inserted into a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` -button. A pop-up appears asking which spreadsheet to place the information in. Select an existing -spreadsheet or enter the name for a new spreadsheet. Click the :guilabel:`Confirm` button to move to -a spreadsheet view with all the information populated. - -Once in the spreadsheet view, click on :guilabel:`File`, then select :guilabel:`Save` to save the -data, or :guilabel:`Save as Template` to save the settings as a template to use in the future. +The data can also be inserted into a spreadsheet. Click the :guilabel:`Insert in Spreadsheet` button +and a :guilabel:`Select a spreadsheet to insert your (type of report)` pop-up window appears, asking +which spreadsheet to place the information in. Select an existing spreadsheet or dashboard, or +select a new :guilabel:`Blank spreadsheet`. Click the :guilabel:`Confirm` button to move to a +spreadsheet view with the report added to it. .. note:: - The *Documents* application must be installed in order to use the :guilabel:`Insert in - Spreadsheet` option. + The work entry analysis spreadsheet is :ref:`stored in the same locations ` + as a pivot table. -Attachment of Salary --------------------- +Salary attachment report +------------------------ -The :guilabel:`Attachment of Salary` report shows all deductions or allocations per employee, such -as child support payments and wage garnishments. +The :guilabel:`Salary Attachment Report` shows all deductions or allocations per employee, such as +child support payments and wage garnishments. To view this report, navigate to +:menuselection:`Payroll app --> Reporting --> Salary Attachment Report`. .. image:: reporting/attachment-of-salary.png :align: center :alt: View the Attachment of Salary report that shows all salary garnishments. The employees are listed in the left-side column, while the different deductions are listed in the -top row, organized by month. +top row, organized by deduction and monthly individual payslips. -The report can be exported as a XLSX file, or inserted into a spreadsheet, using the corresponding +The report can be exported as an XLSX file, or inserted into a spreadsheet, using the corresponding buttons at the top. -Clicking on the :guilabel:`Measures` button shows options for how the data is displayed. +Click the :guilabel:`Measures` button to reveal the options of what data can be displayed. :guilabel:`Assignment of salary`, :guilabel:`Attachment of salary`, :guilabel:`Child support`, and -:guilabel:`Count`, can all be selected or deselected by clicking on the item. If an item has a check -mark, it is displayed. +:guilabel:`Count` can all be selected or deselected by clicking on the item. If an item has a +checkmark next to it, that information is displayed. .. image:: reporting/attachment-measures.png :align: center - :alt: Select the options that be displayed in the report. + :alt: Select the options to be displayed in the Salary Attachment Report. -The salary attachment report can be compared to the one for the previous time period or the previous -year. To view these comparisons, click on the on the :guilabel:`Comparison` drop-down menu at the -top, then select either :guilabel:`Payslip End Date: Previous Period` or :guilabel:`Payslip End -Date: Previous Year`. +The :guilabel:`Salary Attachment Report` can be compared to the report for the previous time period +or the previous year. To view these comparisons, click the :guilabel:`⬇️ (down arrow)` icon in the +search bar to reveal the various :ref:`filter ` and grouping options. + +In the section titled :guilabel:`Comparison`, click on either :guilabel:`Payslip End Date: Previous +Period` or :guilabel:`Payslip End Date: Previous Year`. The report updates and displays the +previous time period values, as well as the :guilabel:`Variation` between the two. + +.. _payroll/filters: + +Filters +======= + +At the top of each report, the default filters are shown inside the :guilabel:`Search...` box. + +Click the :guilabel:`⬇️ (down arrow)` icon in the search bar to display the available +:guilabel:`Filters`. Filters show information that match the specific filter parameters. + +.. example:: + The :guilabel:`Work Entries Analysis` report has two default filters, the `Current month:(Month) + (Year)` filter, and the `Validated` filter. + + .. image:: reporting/custom-filter.png + :align: center + :alt: Filters enabled for the Work Entries Analysis report. + + The :guilabel:`Payroll` report has only one default filter, the `Last 365 Days Payslip` filter. + + The :guilabel:`Salary Attachment Report` has only one default filter, the `Payslip End Date: + (Year)` filter. + +All reports can include custom filters, or group information, by different metrics (employee, +department, company, etc.). + +Some reports have the option to compare the current report to the previous time period or year (a +:guilabel:`Comparison` option). + +Click on a parameter to select it and activate it. The report is immediately updated with the new +parameters. + +The updated report can be set as a *favorite* report, meaning the parameters are stored for quick +access in the future. To do that, click :guilabel:`Save the current search`, under the +:guilabel:`Favorites` section, located in the search bar drop-down mega menu of filter options. +Doing so reveals two options and a :guilabel:`Save` button. + +To set the current report as the default configuration when the report is accessed, check the box +next to :guilabel:`Default filter`. If the current report should be accessible to everyone in the +database, check the box next to :guilabel:`Share`. + +Finally, click :guilabel:`Save`, which saves the currently configured report. 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