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Reports (Payroll Tab)

This screen allows you to work with all aspects of program reporting including printing, viewing, and exporting. You can work with various pre-defined reports that are included with the program or you can create customized reports to suit your specific situation.

Tutorial on payroll reports in eNETEmployer
Online Tutorial

Disabled (Greyed) Columns: Certain report columns are not applicable to all reports. For example the Background option can be applied to the Pay Statements report but cannot be used for the Journal Entry or Payroll Register reports (i.e. these latter two reports cannot be assigned a special background).

Therefore, each report will allow modification for only those table columns that apply. Some report types may only provide a few user-definable options and will have a limited amount of editable cells in the table.

View all Report Columns - Click Here to view a complete list of the available report columns on a per-report basis.

Common Buttons

Visit the Button Descriptions help page to view detailed descriptions of every 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's text appears in a Grey color, either the command is not applicable to the current page, or its function has already been applied (e.g. some items can only be added once, therefore the New button will be unavailable on certain screens after it is used).

Sample command buttons



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


Accumulators

Available for the Employee Profile report only, use this cell to specify the accumulators that are to be included in the report. Note: This cell works in tandem with the Options cell - you must have the Acc option selected in the Option cell's checkbox in order to have these accumulators included in the report. Editing the cell displays a drop-down menu where you can choose various options that may be assigned via its corresponding checkbox. The options in this list are comprised of accumulators that have been entered in the Accumulators screen. The menu also includes a search box at the top where you can type in a word (or words) and have matching items displayed quickly in the list.

Background

Available for the Record of Employment (ROE) and the three Pay Statement reports only, use this cell to specify if a background should be included when any of these four reports are printed. Depending on the chosen report type, the background can include outlines, borders, column titles, and form layouts. These backgrounds make 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. Note: The background will only appear for reports that are generated for closed pay runs. If you generate one of these four reports using an open payroll, the background will be replaced with the word Interim as a watermark on the page (except for Pay Statements, which will exclude the interim watermark).

Birth Date

Available for the three Pay Statement report types only, 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 printed cheques and reports. If your printed data needs to be shifted up from the bottom of the page, enter a numerical value, and then generate the report once again to see the effect. The higher the value, the more offset the print will appear. Pixels are used as the unit of measurment. One pixel equals 0.26458333 mm (e.g. 10 pixels = 2.65 mm).

Cheque Before Stub?

Available for the two Pay Statements with Cheques reports only, use this cell to specify if the cheque should be placed at the top of the statement forms. If this cell is set to Yes (i.e. the box is checked) the cheque portion will be printed at the top of each form, followed by the cheque stubs further down the page.

Cheque Date Indicator

Available for the two Pay Statements with Cheques reports only, use this cell to specify if the cheque should include the MM DD YYYY labels to assist in reading the cheque's issue date. This can be useful for dates that include similar numbers (e.g. the numerical representation of February 2, 2016 would read: 02 02 2016). If this cell is set to Yes (i.e. the box is checked) the labels will appear directly under the cheque's issuing date.

Cheque No

Available for the two Pay Statements with Cheques reports only, use this cell to specify the starting number in the cheque numbering sequence (if you are including cheque numbers on the statement). The numbering sequence begins with the number defined in the cell and, will increment by 1 for each subsequent cheque in the sequence.

Deductions & Benefits

Available for the Employee Profile report only, use this cell to specify the deductions and benefits that are to be included in the report. Note: This cell works in tandem with the Options cell - you must have the Ded&Ben option selected in the Option cell's checkbox in order to have these deductions and benefits included in the report. Editing the cell displays a drop-down menu where you can choose various options that may be assigned via its corresponding checkbox. The options in this list are comprised of items that have been entered in either the Deductions and/or Benefits screens. The menu also includes a search box at the top where you can type in a word (or words) and have matching items displayed quickly in the list.

Detailed

Available for the Journal Entry report only, this cell allows you to specify if the report should include a breakdown of individual employee amounts along with their account allocations when the report is created. If you do not select this option, the report will only show the account numbers along with their overall totals (with no breakdown provided).

Email

Email - Available for the Pay Statements report only, select the button in this cell to immediately send pay statements (pay stubs) to applicable employees via email. The statements will only be sent to employees that have a valid email address defined for them in the Setup Employee screen. Employees with no email address will have their statement sent to a printer device. Refer to the Setup Employee help page for more information on this feature. Note: The emailed statements will be addressed as coming from the person who is designated as the Administration contact type as defined in the Contacts screen.

Email Statements

Available for the Pay Statements report only, use this cell to specify if the pay statements (pay stubs) should be made available for emailing to applicable employees. Checking the box will enable the Email button in the Email cell (refer to the Email help description above for more information).

Earnings

Available for the Employee Profile report only, use this cell to specify the earnings that are to be included in the report. Note: This cell works in tandem with the Options cell - you must have the Earn option selected in the Option cell's checkbox in order to have these earnings included in the report. Editing the cell displays a drop-down menu where you can choose various options that may be assigned via its corresponding checkbox. The options in this list are comprised of items that have been entered in the Earnings screen. The menu also includes a search box at the top where you can type in a word (or words) and have matching items displayed quickly in the list.

EFT Disable

Available for the two Pay Statements with Cheques reports only, use this cell to specify if the Electronic Funds Transfer feature should not be used when the report is created. Checking this box will ensure that no funds are transferred electronically when cheques are created (printed cheques will be created in their place). View the Electronic Fund Transfer (EFT) screen for more information on this feature.

Employees

Available for all reports (except the Journal Entry), use this cell to specify the employees that should be included when the corresponding report is created. Editing the cell displays a drop-down menu where you can choose the employees that may be included via their corresponding checkbox. The menu also includes a search box at the top where you can type in a name (or part of a name) and have matching employees displayed quickly in the list.

End

Available for the Employee Profile and Workers' Compensation (WCB) reports only, this cell allows you to specify the pay period on which the report's end date will be based. Editing the cell displays a drop-down menu where you can choose from a list of available pay periods. Note: It is suggested that this feature be used to create reports that use the most recent closed pay run as the End Date. If you choose a current pay period that is not yet closed, the resulting report will not contain any valid data.

Generate Report

Generate Report - Use this button to create the corresponding report that is defined in the Type cell for the chosen row. Choosing the button creates the report and depending on the report's type, the results are generated in an applicable format with a three-letter extension (see the table below). Note: Depending on your browser settings, PDF files 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.

Report Name File Format Format Description
Audit Report .PDF Adobe Portable Document Format
Calculation Review .PDF Adobe Portable Document Format
Canada Savings Bonds (CSB) File .CSB Canada Savings Bond proprietory file format
Cheque Register .PDF Adobe Portable Document Format
Cheque Register Export .CSV Comma-separated values spreadsheet
Employee Profile .PDF Adobe Portable Document Format
Employee Profile Export .CSV Comma-separated values spreadsheet
Generate EFT's .EFT Canadian Payments Association CPA 005 1464-byte file format.
Generate TelPay EFT file .TPP TelPay proprietory electronic funds transfer file format
Journal Entry .PDF Adobe Portable Document Format
Journal Entry Export .CsV Comma-separated values spreadsheet
Payroll Register .PDF Adobe Portable Document Format
Payroll Register Export .CSV Comma-separated values spreadsheet
Pay Statements .PDF Adobe Portable Document Format
Pay Statements With Cheques .PDF Adobe Portable Document Format
Pay Statements With Cheques 2 .PDF Adobe Portable Document Format
Pay Statements (Pressure Seal Mailer) .PDF Adobe Portable Document Format
Record Of Employment (ROE) .PDF Adobe Portable Document Format
Web Record of Employment (ROEWeb) .BLK Service Canada ROE payroll extract file format
Workers Compensation Board (WCB) .PDF Adobe Portable Document Format

Group

Available for all report types (except the following three: Employee Profile, Journal Entry and Journal Entry Export), this cell is used to specify whether the report's data is to be grouped by one of the item(s) defined in the Order and Order cells. Checking this box will cause the resulting report to have the data grouped first by the item defined in the Order cell, then followed by the item in the Order 2 cell. Note: If the None option is selected, the report will be created using the standard alphabetical sorting method.

Though grouping can be applied to many of the reports, it is best utilized for the Payroll Register report. For this report you may wish to group your employees by Distribution, then add a subsequent sort (such as Surname or Employee Number).

Language

Use this cell to specify the language that will be used for each employee for various reports and pay stubs they will receive. The program supports Canada's two official languages: English and French. Editing the cell displays a drop-down list with the following three options:

Last

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

Last Emailed

Available for the Pay Statements and Pay Statements (Pressure Seal Mailer) reports only, this cell displays the date on which the statements were last sent to applicable employees. This cell is uneditable and will display one of two items; 1) the most recent sending date for the statements or, 2) it will display Never (indicating that pay statements have never been sent by email).

Last Emailed Count

Available for the Pay Statements and Pay Statements (Pressure Seal Mailer) reports only, this cell displays the number of emails that were successfully sent to applicable employees. This cell is uneditable.

Last Emailed To

Available for the Pay Statements and Pay Statements (Pressure Seal Mailer) reports only, this cell allows you to view a log of the employees who were emailed a pay statement the last time the Email process was performed. when you choose the View link, a window appears that displays each employee's number, name and email address. You can copy this text to another program or you can print the window contents using the Print icon in the window's toolbar.

Left

Use this cell to control the left-side alignment of the page for your printed cheques and reports. If your printed data needs to be shifted in from the left side of the page, enter a numerical value then generate the report once again to see the effect. The higher the value, the more offset the print will appear. Pixels are used as the unit of measurment. One pixel equals 0.26458333 mm (e.g. 10 pixels = 2.65 mm).

Misc

Available for the Employee Profile report only, use this cell to specify miscellaneous items that are to be included in the report. Note: This cell works in tandem with the Options cell - you must have the Misc option selected in the Option cell's checkbox in order to have these miscellaneous items included in the report. Editing the cell displays a drop-down menu where you can choose various items that may be included in the report via its corresponding checkbox. The menu also includes a search box at the top where you can type in a word (or words) and have matching items displayed quickly in the list. The options include:

Name

Use this cell to specify a name for the report for administrative purposes. For example, if you have added the Pay Statements report type and defined its settings to print cheques for office-based staff only, you could name the report Cheques - Office Staff. You can also use the Name cell to help you easily differentiate between two similar reports. For example, if you have two separate reports based on the Employee Profile type, with each one reporting separately on employee vs. employer contributions, you may wish to name them Employee Contributions and Employer Contributions respectively.

Options

Available for the Employee Profile and the three Pay Statement report types only, use this cell to include specific types items in the report. Note: This cell works in tandem with six specific columns in the table (see the list below) - you must have a column's checkbox selected in this cell's drop-down menu in order to have the corresponding item(s) included in the report. Editing the cell displays a drop-down menu where you can choose from several data types that may be included in the report. The menu also includes a search box at the top where you can type in a word (or words) and have matching items displayed quickly in the list. The options include:

Employee Profile Report Options   Pay Statement Report Options (all three reports)
  • Accumulators - Check this box to include any items that are checked in the Accumulator cell's drop-down list.
  • Accumulators Balance- Check this box to include the balance(s) for any items that are checked in the Accumulator cell's drop-down list.
  • Deductions & Benefits- Check this box to include any items that are checked in Deductions & Benefits cell's drop-down list.
  • Earning Rates- Check this box to include the rates for any items that are checked in the Earnings cell's drop-down list.
  • Earning Units - Check this box to include the units for any items that are checked in the Earnings cell's drop-down list.
  • Earnings - Check this box to include any items that are checked in the Earnings cell's drop-down list.
  • Misc - Check this box to include any items that are checked in the Misc cell's drop-down list.
  • Rev Can - Check this box to include any items that are checked in the Rev Can cell's drop-down list.
  • Rev Que - Check this box to include any items that are checked in the Rev Que cell's drop-down list.
 
  • All - When this box is checked, statements will be generated for all employees.
  • Cheque - When this box is checked, the report will only produce statements for employees who have been paid by cheque.
  • Ded&Ben - When this box is checked, the report will generate statements for employees who have active deductions and benefits in the current pay period.
  • EFT - When this box is checked, the report will only produce statements for employees who have been paid using the EFT feature.
  • Earn&Net - When this box is checked, the report will generate statements for employees who have earnings in the current pay period.

Order

Available for all reports (except the following three types: Employee Profile, Journal Entry and Journal Entry Export), use this cell to specify the primary order on which the report's data will be sorted. The options in the list are based on the available employee-level settings (as defined in the Setup Employee screen). Choosing an option from this cell's drop-down menu will sort the report's data by the selected item defined in the cell. For example, to view a report where the data is sorted by each employee's city of residence, you would choose the City option from the drop-down menu. Note: If the None option is selected, the report will be created using the standard alphabetical sorting method.

Note: When creating the Payroll Register report, this feature can be used in conjunction with the Group option. That is, if the Group cell is activated (i.e. its value is set to Yes), the resulting report will have its data displayed in groups based on the item shown in the Order cell.

Order 2

Available for all reports (except the following three types: Employee Profile, Journal Entry and Journal Entry Export), use this cell to specify the secondary order on which the report's data will be displayed (with the Primary order being based on the option defined in the Order cell described above). The options in the list are based on the available employee-level settings (as defined in the Setup Employee screen). This feature can be used only if there is an active sort item selected in the Order cell. Choosing an option from this cell's drop-down menu will sort the report's data by the selected item defined in the cell, but only after the data has been sorted by the item defined in the Order cell first. For example, to view a report that has its data sorted by each employee's city of residence then followed by their last name, you would define the City option in the Order cell, and then the Surname option in the Order 2 cell. Note: If the None option is selected, the report will be created using the standard alphabetical sorting method.

Payroll

Use this cell to specify the payroll on which the report will be based. This 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 the value in the Last cell is set to Yes (i.e. its checkbox is activated), this cell will not be available for editing.

Print Cheque No

Available for the two Pay Statements with Cheques reports only, use this cell to specify if the cheque number should be included on the statement.

Quick View

Selecting this button displays the current report's content in a popup 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.

Rev Can

Available for the Employee Profile report only, use this cell to specify CRA-related items that are to be included in the report. Note: This cell works in tandem with the Options cell - you must have the Rev Can option selected in the Option cell's checkbox in order to have these items included in the report. Editing the cell displays a drop-down menu where you can choose various items that may be included in the report via its corresponding checkbox. The menu also includes a search box at the top where you can type in a word (or words) and have matching items displayed quickly in the list. The options include:

Rev Que

Available for the Employee Profile report only, use this cell to specify CRA-related items that are to be included in the report. Note: This cell works in conjunction with the Options cell - you must have the Rev Can option selected in the Option cell's checkbox in order to have these items included in the report. Editing the cell displays a drop-down menu where you can choose various items that may be included in the report via its corresponding checkbox. The menu also includes a search box at the top where you can type in a word (or words) and have matching items displayed quickly in the list. The options include:

Right

Use this cell to control the right-side alignment of the page for your printed cheques and reports. If your printed data needs to be shifted in from the right side of the page, enter a numerical value then generate the report once again to see the effect. The higher the value, the more offset the print will appear. Pixels are used as the unit of measurment. One pixel equals 0.26458333 mm (e.g. 10 pixels = 2.65 mm).

S.I.N.

Available for the three Pay Statement report types only, use this cell to include the employee's Social Insurance Number (SIN) on their pay statement, if requested. SIN's are not typically included on pay statements for privacy purposes. View the Setup Employee help page for more information.

Test

Selecting 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 payroll and wish to avoid generating a large PDF that may contain data entry items that still need to be reviewed/corrected.

Times Emailed

Available for the Pay Statements report only, this cell displays the number of times that emails were successfully sent to applicable employees. For example, if you successfully sent email to 100 employees for three consecutive pay periods, the number 3 would appear. This cell is uneditable.

Times Generated

This cell displays the number of times the report has been generated. This cell is uneditable and is useful for administrative or training purposes.

Top

Use this cell to control the top alignment of the page for your printed cheques and reports. If your printed data needs to be shifted down from the top of the page, enter a numerical value then generate the report once again to see the effect. The higher the value, the more offset the print will appear. Pixels are used as the unit of measurment. One pixel equals 0.26458333 mm (e.g. 10 pixels = 2.65 mm).

Type

This cell displays the current row's report type. View the descriptions below to learn more about the information that appears in each report.

Interim Watermark - When you are working with an open pay run (not yet closed), certain reports will include the word Interim as a watermark on the page background. This indicates that the report represents data that is prior to a closed pay period. Since the pay period is still open, you can perform data changes as needed to affect the report's data. Once the pay run is closed, the Interim watermark will be removed.

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 2019 from this drop-down list, payrolls from 2019 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.