Help Toolbar   (select a button to browse other online help sections) Home  Index  Tutorials  Resources  Search  Tabs & Menus  Button Bar  Table & Data Display

---

Calculation Review Report

This report displays a list of exceptions/warnings that were encountered during the payroll calculation. None of the exceptions will prevent the payroll from being calculated, but you may wish to review and correct each item before finalizing the payroll.

View step-by-step tutorial

Section 1: Payroll Details

The top rows of the report displays the Payroll Name and Company Name as defined in the various setup screens when the payroll was created. Further details for the current pay period include:

• The Company Name and Payroll Name.
• The period's Pay Type.
• The pay run's Year, Period and Sequence number.
• The pay run's Start Date and End Date.
• The Pay Date for the run.

Section 2: Calculation Exceptions

This section of the report displays (on a per-employee basis) any exceptions/warnings that were encountered during the payroll calculation. Possible exceptions include:

• Missing SIN - One or more employee(s) are missing the Social Insurance Number. The SIN is required for ROE's and T4s and can be entered in the Employee - Setup Employee screen.
• No previous Gross Pay - One or more employees did not receive any pay in the previous pay cycle. This exception can be disregarded if you are running your very first payroll. However, if it appears for a subsequent payroll, you may wish to review the employee(s) work hours and/or other settings.
• Missing Birthdate - One or more employee(s) are missing the Birthdate setting. The birthdate is required for T4s and can be entered in the Employee - Setup Employee screen.
• Maximum Net Amount - A pre-defined maximum amount for a single cheque or EFT has been breached. This may be due to a mistyped character/value or other data entry error. This amount can be modified in the Current Payroll - Control screen.
• Maximum Gross Difference - A pre-defined maximum change in salary (based on a percentage) has been breached for one or more employees. This may be a normal occurrence and due to increased work hours, or may be the result of a data entry error. This amount can be modified in the Current Payroll - Control screen.

Additional Program Warnings - The preceding items are verified during the payroll calculation and reviewing these warnings will help to ensure that your payroll is calculated correctly. for a complete list of program warning and error messages, please visit our Program Warnings and Messages help page.

Section 3: Period Totals

This section of the report displays basic information about the current period totals.

• The Final Total column shows the following items:
  • The number of Active Employees in the current payroll.
  • The number of employees who have been Paid in the current period.
  • The total Net Pay amount for all of the employees in the current period.
• The last row of the report (in bold-font) shows the totals for all employees' Expense (Net Pay) and Gross pay amounts.

---

See Also

• Reports Overview
  
  
• Payroll Reports
  • Payroll reports help page
  • Payroll report types
  • Creating a basic report
  • Creating a report with custom settings and date ranges
  • Creating employee pay statements
  • Emailing employee pay statements
  • Creating an EFT
  • Creating ROEs
  • Creating a report using the Customized Views feature

• HR Reports
  • HR reports help page
  • Creating an HR report
  • Creating a report with custom settings and date ranges
  • Creating a report using the Customized Views feature