Pay Statements (Payroll Tab)

This screen allows you to view your pay information for both the current pay period and for past pay periods. You can use the various options in the row to adjust your data as needed. To include borders and column titles on the report, activate the Background cell's checkbox prior to generating the report.

View step-by-step tutorial

Common Buttons

Visit the Button Descriptions help page to view detailed descriptions of each button that appears on your screen (whether in the Button Bar at the top of the table, or in the table itself). Note: If a button is unavailable (i.e. its text appears in Gray), either the command is not applicable to the current screen, or its function has already been applied (e.g. you clicked the New button for an item that can only be added one time).

The following section of this help page describes the various columns that can appear in the main table on this screen. If you see a column description below that does not appear on your screen, you can add the column to your view by using the Customize option under the Views button (located at the left side of the screen just above the table). Refer to the Customize View help page for more help on this feature.

Background

Use this cell to specify if a background should be included when the Pay Statements report is printed. The background includes outlines, borders, column titles, and form layouts. This background makes the report easier to read by enclosing the data within the appropriate borders and form fields. If you are using pre-printed company statement forms, you should remove the check from this cell to ensure that your printouts include only the data with no additional borders or forms.

Birth Date

Use this cell to include the employee's date of birth on their pay statement, if requested. For privacy purposes, birth dates are not typically included on pay statements.

Bottom

Use this cell to control the bottom alignment of the page for your report. If the printed data needs to be shifted up from the bottom of the page, enter a single-digit numerical value, and then generate the report once again to see the effect. The higher the value, the more offset the print will appear.

Generate Report

Generate Report - Use this button to create the report. Choosing the button generates the report and depending on your browser settings, the resulting PDF file will either be stored in your Downloads folder or you may be presented with a window that will prompt you where to save the file.

Last

Use this cell to instruct the program to create the report based on the last calculated pay period. Since this report requires a closed pay period in order to calculate the results, leaving this box unchecked may cause the report to be generated with no data. Note: If you place a check in this box, the Year and Payroll cells will be disabled.

Left

Use this cell to control the left-side alignment of the page for your report. If the printed data needs to be shifted in from the left side of the page, enter a single-digit numerical value then generate the report once again to see the effect. The higher the value, the more offset the print will appear.

Name

Use this cell to specify a name for the report. It can help you easily differentiate between two similar reports. For example, if you have added the Pay Statements report type and defined its settings to always print data for the previous pay period, you could name the report Pay Statements - Previous Period. Then you could add a second report row and define its settings to always include the current pay period's data.

Payroll

Use this cell to specify the payroll on which the report will be based. By default, this pay sequence shows the last payroll that was closed.

The cell displays a list of the payroll runs that have been calculated based on the value that is selected in the Year column. Each pay run is displayed with a series of identifiable information based on the following format: (pay period / pay sequence) start date - end date : pay type : pay date.

Note: If this cell is unavailable (uneditable), edit the row and remove the check from the Last checkbox. This will enable the drop-down list so that you can choose a specific pay sequence on which to base the report.

Quick View

Clicking this button displays the current report's content in a pop-up window without having to produce a PDF in advance. The window provides a number of useful viewing options such as a text search, zoom, print and more.

Right

Use this cell to control the right-side alignment of the page for your printed cheques and reports. If the printed data needs to be shifted in from the right side of the page, enter a single-digit numerical value then generate the report once again to see the effect. The higher the value, the more offset the print will appear.

S.I.N.

Use this cell to include the employee's Social Insurance Number (SIN) on the pay statement. SIN's are not typically included on pay statements for privacy purposes. SIN's are not typically included on pay statements for privacy purposes. View the Setup Employee help page for more information.

Test

Clicking this button runs a test of the current report to see if your data will pass the requirements for a valid report. This can be useful if you have a detailed HR program and wish to avoid generating a large PDF that may contain data entry errors that still need to be corrected.

Top

Use this cell to control the top alignment of the page for your printed cheques and reports. If the printed data needs to be shifted down from the top of the page, enter a single-digit numerical value then generate the report once again to see the effect. The higher the value, the more offset the print will appear.

Type

This cell displays the current row's report type (in the case of employee-only accounts, the Pay Statements report). This report displays the current pay information for each employee for a given pay period.

Year

Use this cell to specify the year on which the report should be based. The drop-down list is populated with pay runs that were calculated in the selected year only.

The year that you choose in this cell will determine the pay runs that are presented in the Payroll cell (e.g. if you select 2021 from this drop-down list, payrolls from 2021 only will appear in the Payroll cell). Note: If the value in the Last cell is set to Yes (i.e. its checkbox is activated), this cell will not be available for editing.

See Also