This section describes the specifics of accessing and interpreting the Payroll report.
Opening the Report
You can open the report in the following ways:
- Go to Reports > Payroll > Payroll. For more information, see Viewing Reports.
- Go to Data Entry > Payroll > Related Links > Payroll Report.
Viewing the Report
The Payroll report provides information on the working hours of all employees of the current location (station) within the specified period.
The working schedule and other employee's data are configured in the Payroll Data form. For details, see Payroll Data.
The beginning and end of each working day is registered via the Clock In and Out interface. For details, see Clocking in and Clocking Out.
Please note that if the SmartPOS units are used, it is required to perform the Clock In and Clock Out operations on a regular basis for the employee payroll data to be displayed in this report properly. For more information on how to perform these operations from the SmartPOS unit, see SmartPOS User Guide.
The report contains the following information:
- Date: The date of the employee's working activity.
- Shift: Number of the shift.
- Employee Name: Employee's name.
- ID: Employee's unique identifier. The identifier is entered in the Employees form. For more details, see Employees.
- Score by Customer: This option displays appraisal of employee’s labor, by customers.
- Score by MNGR: This option displays appraisal of employee’s labor, by managers.
- CR1: This option indicates that the employee worked at the first cash register.
- CR2: This option indicates that the employee worked at the second cash register.
- Lottery: This option indicates that the employee worked at the lottery terminal.
- Time In: Employee's arrival time.
- Time Out: End of the shift time.
- Break Start: Time when a break began.
- Break End: Time when a break ended.
- Total Hours: The total number of employee's hours per day.
- Rate: Current rate of the employee per hour.
- Salary: Current salary of the employee.
- Others: Other employee's data, if any.
- Description to Others: The description of the other employee's data, if any.
- Total Amount: Total emloyee's payment amount.
- Penalties: Employee's penalties, if any.
- Changes: To view the payroll changes history for a certain employee and specific date, click the Changes button in this column.
Filtering and Sorting the Report Data
To get the exact information you need, you can apply filters to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.
The report provides the following filtering and sorting options:
- Date. Specify the period you are interested in manually using the calendar or use one of the available filtering options, and then click Refresh There are the following filtering periods available:
- Yesterday
- Current Month
- Current Quarter
- Current Year
- Last Month
- Last Quarter
- Last Year
- Last 12 months
- advanced: Click the advanced button, select one several filtering options you want, and then click Refresh. There are the following advanced filtering options available:
- Filter By. Select this option, to filter the report data by any of the following criteria:
- Employee
- Shift
- Misc
- Hours
- Sort By. Select the order of the report columns you want. There are the following sorting options available:
- Priority 1: Select the column to be displayed first.
- Priority 2: Select the column to be displayed second.
- Priority 3: Select the column to be displayed third.
- Subtotal By. Select this filtering option and the subtotal option if you want to break-down the report results further.
- Totals Only. Select this option to view the totals only for the whole period.
Additional Actions
- To view the report in the overtime mode, click the Overtime Mode button. In the overtime mode, the totals for the Total Hours and Overtime hours are calculated by each employee within the specified period.
- To open the Payroll Data form, for the period and employees selected in the report. For details, see Payroll Data.
- To view the payroll changes history, click the Changes button in the Changes column. In the Payroll Changes History report that opens for a certain employee and specific date, you can view the following information:
- Date
- Author
- Type
- Process
To view more details about the change process, click relevant record in the report.
For more information on additional report features, see Reports.
Troubleshooting Empty Report Issue
In case the report is empty for a certain employee, make sure the following conditions are met:
- The employee identifier is configured properly in the cash register and CStoreOffice® and coincide in both places.
In CStoreOffice®, you can configure the Company Employee ID value in the Employee Setup form. For more information, see Personal Data. - The Cash Register Employee ID field is populated in the Payroll : Employees form.
For more information, see Payroll Employees. - Employee is clocked in and clocked out each shift.
For more information, see Clocking In and Clocking Out.
