PAYROLL - Reports

Accessing and generating Payroll reports for Print / Preview / Email

 

Access 

• Timecard Batches tab

 

• • select or multi-select the Batch(es) 
  • select Print Selected or Print All
•  Employees tab

 

• • select or multi-select the Batch(es) from the filtered or unfiltered list (see Employee List Filters)
  • select Print Selected or Print All
• Reports tab

 

• • enter the criteria / parameters
  • click on Print to select from the list of reports in the chosen Template category

        
Generating Reports / Forms

• from the Spire Reports list, select the report(s) you wish to run
• highlight the report to check the description below to see if it's what you expect

   

• select the run method:

• • Print - select the Report and establish the following Report Settings: 
    • Printer
    • Paper Source
    • Duplex option
    • # of Copies
    • option to Save Defaults for the above settings to be used next time that report is selected for printing
  • Email
    • Setup
      • establish Company Settings (see Company Settings)
      • establish User Settings (see User Settings)

• • • select from Email drop-down:

                         

• • • • Email Batch – if the email is for multiple Employees and Saved but not Sent, Spire will create a Batch with all messages contained, accessed in the Email module > Batches tab
        • open the Batch to view the list of emails with the option to edit / send each message individually or send them all at once

                                 

• • • • • access them as individual email in the Messages tab

• • • • Email Message – if the email(s) are Saved but not sent, Spire will save them individually, accessed in the Email module > Messages tab

                             

• • • • **Note – Emails can be re-sent
      • Recipients

                                         

• • • • • click into the To box to select one or more of the detected email addresses - if you select ‘Employee - Spouse:..’, this report will be emailed to each selected Employee with a Contact assigned the ‘Spouse’ Contact Type (manage Contact Types in Edit > Company Settings > Company > Contact Types tab)
        • alternatively, just type email address(es) in the To box (separate additional email addresses with ‘;’)
        • accept or change the CC and BCC recipient(s) default as set in User / Company settings
        • Attachments box displays all reports being sent
        • select from available email addresses for the From and Reply-To fields
        • enter the message in the bottom box
        •   Attach Report for the Employee(s) selected to send in this Email

• • • • • option to Select Template or setup a new one:
          • Edit > Email templates

                                         

• • • • • •   New template

                                         

• • • • • • enter Template Name
          • enter Subject for the email
          • enter the email message in the Body section, in the Rich Text tab if you want to use formatting (bullets, etc) or the Raw HTML tab if you want to add special formatting or insert an image, or the Plain Text tab if you want to avoid any formatting
          • option to Insert Param merge field(s) into the subject or message body

                                               

• • • • • • option to make this a Shared Template (other Users can use it) or Personal Template
        • if not using a template, then manually enter the Subject and Message, selecting either Rich Text, Raw HTML, or Plain Text tab
        •   Attach File of any type
        • Insert Param merge field(s) available for the records selected
        •   Open Related to open the record this email was generated from (if only one Customer was selected for this email)
        •   Send the email or  Save / Save Close and Edit / Send later from the Email module or Customer Communications tab

•  
  • Preview - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options:
    • use Ctrl + scroll to zoom in or out
    • Print the report currently in the viewer window
    • Print All reports across all tabs
    • Export

                   

• • • • select the Format
      • select the Destination
        • Application will open the program on your computer that is associated with the Format you chose
        • Disk file will prompt you to save the Report in the Format you chose
        • Exchange Folder allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook
      • click OK
      • Find to search text of the document / report
      •    navigate through pages of the displayed report, alternatively to scrolling down
        • • option to Save Defaults so same settings will be used next time this report is selected for printing

Security on Reports / Forms can be established at Company Level, User Level or Server Level:

• Company Level - Edit > Company Settings > Reports > Security tab

• • Disable Security gives full access to all users for all reports to Preview / Print / Export / Email unless Security is Enabled in User Settings (described below)
  • Enable Security gives ability to select which reports can be accessed for all Users to Preview / Print / Export / Email
• User Level - Edit > User Settings > Reports

 

• • Company Default uses the settings established in Edit > Company Settings > Reports

• • Disable Security gives access to all reports within the modules this User has access to
  • Enable Security opens up the checkmarks below Preview / Print / Export / Email to remove access
  • Use Defaults establishes settings same as Company settings, with the ability to make changes
• Server Level - Tools > Server Administration
  • select a report in the list
  • delete or disable

       

Available Payroll Reports

Report Name	Location
Communications	Employee Details > Communication Tab
Employee Accrued Vacation	Reports tab
Employee Gross Pay Chart	Employee Details > Timecards Tab
Employee Ledger Detailed	Timecard Batches List
Employee Summary	Employees List
Employee Termination Report	Employee List
Payroll Cheque Top	Timecard Post
Payroll Cheque Centre	Timecard Post
Payroll Cheque Bottom	Timecard Post
Payroll Direct Deposit	Timecard Post
Payroll Ledger	Timecard List
Payroll Ledger by Employee	Timecard List
Payroll Ledger by Department	Payroll Reports Tab > Payroll Ledger
Receiver General by Payroll Dates	Timecard Batches List
Remittance	Remit Source Deductions
Remittance List	Remit Source Deductions
Remittance List - Detailed	Remit Source Deductions
RL-1 Worksheet	Payroll Text Menu > T4 / T4 List
T4 Employee, Employer and CRA	Payroll Text Menu
T4 Summary	Payroll Text Menu
T4A / Summary	Payroll Text Menu
T5018 / T5018 Summary	Payroll Text Menu
Total Payroll for Date Range	Timecard Batches List
Workers Compensation Remittance	Timecard Batches List