diff --git a/content/applications/hr/payroll.rst b/content/applications/hr/payroll.rst index 30be34e01..a850b7c69 100644 --- a/content/applications/hr/payroll.rst +++ b/content/applications/hr/payroll.rst @@ -1,4 +1,5 @@ :show-content: +:show-toc: ======= Payroll @@ -371,3 +372,4 @@ Resume 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 new file mode 100644 index 000000000..9af1eb01d --- /dev/null +++ b/content/applications/hr/payroll/reporting.rst @@ -0,0 +1,219 @@ +========= +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. + +To view a report, go to :menuselection:`Payroll --> Reporting` and click on the specific report. + +.. image:: reporting/reports.png + :align: center + :alt: Report dashboard view. + +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.` + +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. + +Payroll +------- + +Click on :menuselection:`Payroll --> Reporting --> Payroll` to display the :guilabel:`Payroll +Analysis` report. + +.. image:: reporting/payroll-report.png + :align: center + :alt: Report dashboard view. + +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`. + +.. image:: reporting/measures.png + :align: center + :alt: Report dashboard view. + +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. + +.. image:: reporting/line-chart.png + :align: center + :alt: Report dashboard view. + +Bar chart +~~~~~~~~~ + +To display the data in a bar chart, click on the :guilabel:`Bar Chart` icon (first icon) in the menu +bar. + +.. 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. + +.. 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. + +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. + +.. image:: reporting/pie-chart.png + :align: center + :alt: Report dashboard view. + +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. + +.. image:: reporting/measures-bottom.png + :align: center + :alt: Report dashboard view. + +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 + :align: center + :alt: To sort information by descending order, click the column head twice. + +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. + +.. image:: reporting/spreadsheet.png + :align: center + :alt: Send the data 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. + +.. note:: + The *Documents* application must be installed in order to use the :guilabel:`Insert in + Spreadsheet` option. + + +Meal Vouchers +------------- + +: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. + +.. image:: reporting/meal-vouchers.png + :align: center + :alt: Meal voucher + +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. + +.. 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. + +.. note:: + The *Documents* application must be installed in order to use the :guilabel:`Insert in + Spreadsheet` option. + +Attachment of Salary +-------------------- + +The :guilabel:`Attachment of Salary` report shows all deductions or allocations per employee, such +as child support payments and wage garnishments. + +.. 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. + +The report can be exported as a 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. +: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. + +.. image:: reporting/attachment-measures.png + :align: center + :alt: Select the options that be displayed in the report. + +The salary attachment report can be compared to the one for the previous time period or the previous +year. 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