Payroll Payment Report

The Payroll Payment Report enables users to manage and generate payroll-related claims reports for different claim cycles and entities. This ensures accurate allocation of payroll expenses and financial compliance.

Importance of the Payroll Payment Report

• Financial Accuracy: Ensures correct allocation of payroll-related expenses.

• Streamlined Processing: Simplifies payroll reconciliation with detailed claim data.

• Compliance and Auditing: Provides a transparent audit trail for payroll-related claims.

Steps to Generate a Payroll Payment Report

1. Access the Payroll Payment Report:

   • Navigate to the Payroll Payment Report option in the Reports Side Menu.

2. Select Claim Status:

   • Use the dropdown to choose the status of claims (e.g., PENDING_DOC_REVIEW, APPROVED, ON_HOLD).

3. Choose Entities:

   • Select one or multiple companies/entities from the dropdown menu.

4. Select Claim Cycles:

   • Choose one or multiple claim cycles from the dropdown menu.

5. Generate the Report:

   • Click on the "Generate Payroll Payment Report" button to display the results in the listing table.

   • The table includes details like:

     • Employee Names and Codes.

     • Claim Status and Amounts.

     • Submission Dates.

6. Export the Report:

   • Use the "Export Payroll Payment Report" button to download the data in an Excel format.

Open

Generated Payroll Payment Report

The report provides:

• Employee Name and Code: Identifies the claimants.

• Claim ID and Item: Details individual claims.

• Claim Amount and Status: Specifies the financial details and approval status.

• Submission Dates: Tracks when claims were submitted.

• Job Group: Categorizes claims by specific organizational groups.

Open

Exported Payroll Payment Report

Exported Payroll Payment Report

The exported report features:

• Comprehensive claim data for payroll processing.

• Easy-to-use Excel format for sharing and analysis.

• Detailed tracking for compliance and financial reviews.

The Payroll Payment Report is a critical tool for HR and Finance teams, supporting accurate payroll management and enhancing compliance with financial policies.