Pay Summary Report

Report Options.

The Pay Summary Report prints a set of totals for each payee. The totals printed are defined using a pay item property 'SummaryCategory'. The SummaryCategory properties possible values (up to 11 in all) specify the columns of the report. The SummaryCategory property is added to each pay item that is to be included in the column's total. See Pay Item Edit form for details on how to update pay items.

SummaryCategory Pay Item Property

The possible values of the SummaryCategory define the columns of the Pay Summary report. Each value is comprised of two parts: the text of the column heading, and a keyword that defines the source of the column data. i.e. a SummaryCategory value of 'Car Allowance-Cash' indicates that the column heading is 'Car Allowance' and the cash value of the pay items that have SummaryCategory property assigned will be accumulated for the column total. The possible data sources are:

• Cash the cash value of the pay items that ahve the SummaryCategory property are accumulated to include in the column total.
• Units the number of units value of the pay items that ahve the SummaryCategory property are accumulated to include in the column total.
• Base the column value is the employee's current annual salary, or if the annual salary is zero, the employee's hourly rate 1 multiplied by their hours per week and then by 52. If the employee's hours per week is zero their hours per day is multiplied by 5 to give a number of hours per week, and if that is also zero, the hours per week will default to 40.
• Total the total value of all the 'Cash' columns and a 'Base' column is printed in the column.
• Annual Taken the Annual leave taken total for the period is accumulated for the column. You can substitute Annual for any other leave category:
  • Sick
  • LongService
  • RDO
• Annual Entitlement the yearly entitlement for annual leave is printed. In the same way as 'Annual Taken', you can substitute any of the other leave categories.
• Annual Balance the current balance for the employee's annual leave is printed. In the same way as 'Annual Taken', you can substitute any of the other leave categories.
• RateDate The most recent pay date change date is printed in the column.
• StartDate The employee's employment start date is printed in the column.

Select Period

The report defaults to the summary totals for the last 12 months. You can select a predefined report period, such as 'last quarter' or 'current tax year', or select 'custom date' and then select the start and end dates of the reporting period.

Report Output

You can direct the print output to a printer, a preview window, or a file in one of several different formats. Click here for more details.