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To view and run the HR and Payroll reports, go to: HR and Payroll > Reports.

For details on using the report settings and parameters, refer to Adjusting and generating reports.

The reports for the HR and Payroll module which you can use in FirstBit ERP provide you with summary and detailed information on company employees, their benefits, loans, available vacation days, and more.

Report

Description

Available Vacation Days

Figure 1. This report presents a list of employees each with his or her number of available days of vacations.

Balances of Accumulated Vacation Pay

Figure 2. This report provides information on the vacation days accrued for the employees and their accumulated vacation pay amounts in the accounting currency on the selected day. You can filter the data by entity, vacation type, or employee and group by vacation type and employee.

Balances of Accumulated Vacation Pay (Multi-Currency)

Figure 3. This report provides information on the vacation days accrued for the employees and their accumulated vacation pay amounts in the currencies of accumulated vacation pay on the selected day. You can filter the data by entity, vacation type, or employee and group by vacation type, currency, and employee.

Balances of Employee Benefit Provisions

Figure 4. This report provides detailed information on accrued amounts of employee benefits.

Balances of Payroll Deductions

Figure 5. This report lists the employees with the outstanding amounts of deductions. You can filter the data by entity,  deduction type, or employee and group by deduction type and document.

Balances of Payroll Deductions (Multi-Currency)

Figure 6. This report lists the employees with the outstanding amounts of deductions in currencies of these deductions. You can filter the data by entity, deduction type, or employee and group by deduction type, currency, and document.

Contact Information of the EmployeesFigure 7. The report lists all the employees or employees of the selected entity or department with their contact information.

Document Expiration Dates

Figure 8. This report provides information on employee documents which has expiration dates.

Employee Earnings and Deductions

Figure 9. This report for the selected period provides detailed information on employee planned earnings and deductions, actual earnings and deductions, net pay. Also it shows the paid and unpaid amounts. You can filter the data by entity, department, or earning (deduction) type, employee and group by month, department, and employee.

Employee Earnings and Deductions (Multi-Currency)

Figure 10. This report (for the selected period of time) provides information on employee planned earnings and deductions, actual earnings and deductions, net pay in multiple currencies. Also it shows the paid and unpaid amounts. You can filter the data by entity, department, or earning (deduction) type, employee and group by month, department, and employee.

Employee Loans

Figure 11. This report provides detailed information on loans taken by the employees and unpaid on specific date.

Employee Planned Accruals

Figure 12. This report provides  information on employee planned earnings minus deductions on the selected date. You can filter the data by entity and department.

End-of-Service Provision Balances

Figure 13. This report provides summary information on accrued amounts for end-of-service benefits. You can filter the data by entity and employee.

End-of-Service Provision Statement

Figure 14. This report provides detailed information on accrued amounts for end-of-service benefits. You can filter the data by entity and employee.

Pay Sheet

Figure 15. This report presents a printable list of employees with their pay for selected period.

Payslip

Figure 16. This report presents a printable payslip generated by employees for the selected pay period.

Salary Statement

Figure 17. This report provides detailed information on employee earning and deduction types, actual earnings and deductions, net pay in the selected period. Also, it shows the paid and unpaid amounts. You can filter the data by entity, department, or earning (deduction) type, employee and group by month, department, and employee.

Salary Statement (Multi-Currency)

Figure 18. This report (for the selected period) provides detailed information on employee earning and deduction types, actual earnings and deductions, net pay in multiple currencies. Also,  it shows the paid and unpaid amounts. You can filter the data by entity, department, or earning (deduction) type, employee and group by month, department, and employee.

Settlements with Employees

Figure 19. This report shows for the selected period or on a particular date, the opening and ending balances of the accounts used to record the unpaid earnings and the amounts accrued and paid during the period.

Statement of Accumulated Vacation Pay

Figure 20. This report provides information on how the balances of vacation days and accumulated vacation pay (in the accounting currency) changed during the selected period. You can filter the data by entity, vacation type, or employee and group by vacation type and employee.

Statement of Accumulated Vacation Pay
(Multi-Currency)

Figure 21. This report provides information on how the balances of vacation days and accumulated vacation pay (in the accounting currency) changed during the selected period. You can filter the data by entity, vacation type, or employee and group by vacation type, currency, and employee.

Statement of Employee Benefit Provisions

Figure 22. This report provides summary information on accrued amounts of employee benefits.

Statement of Payroll Deductions

Figure 23. This report provides detailed information on the amounts deducted from the employee earnings during the specified period and remaining outstanding deduction amounts.  You can filter the data by entity, deduction type, or employee and group by deduction type, currency, and document.

Statement of Payroll Deductions (Multi-Currency)

Figure 24. This report provides detailed information on the amounts deducted from the employee earnings during the specified period and remaining outstanding deduction amounts. The amounts are shown in the currencies of deductions and in the accounting currency.  You can filter the data by entity, deduction type, or employee and group by deduction type, currency, and document.

Vacation Balances

Figure 25. This report provides summary information on employee vacations.

Time Worked Daily

Figure 26. This report provides information how work time of the employees was distributed between different work time types.

Time Worked for the PeriodFigure 27. This report provides information on actual work time of the employees during the specified period of time.

Figure 1. Available Vacation Days

Figure 2. Balances of Accumulated Vacation Pay

Figure 3. Balances of Accumulated Vacation Pay (Multi-Currency)

Figure 4. Balances of Employee Benefit Provisions

Figure 5. Balances of Payroll Deductions

Figure 6. Balances of Payroll Deductions (Multi-Currency)

Figure 7. Contact Information of the Employees

Figure 8. Document Expiration Dates

Figure 9. Employee Earnings and Deductions

Figure 10. Employee Earnings and Deductions (Multi-Currency)

Figure 11. Employee Loans

Figure 12. Employee Planned Accruals

Figure 13. End-of-Service Provision Balances

Figure 14. End-of-Service Provision Statement



Figure 15. Pay Sheet

Figure 16. Payslip

Figure 17. Salary Statement

Figure 18. Salary Statement (Multi-Currency)

Figure 19. Settlements with Employees

Figure 20. Statement of Accumulated Vacation Pay

Figure 21. Statement of Accumulated Vacation Pay (Multi-Currency)


Figure 22. Statement of Employee Benefit Provisions

Figure 23. Statement of Payroll Deductions

Figure 24. Statement of Payroll Deductions (Multi-Currency)

Figure 25. Vacation Balances

Figure 26. Time Worked Daily

Figure 27. Time Worked for the Period



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