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Reports (Payroll Tab)View the next screen based on the program's menu orderView the previous screen based on the program's menu order

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.

Step-by-Step tutorial icon View step-by-step tutorial

Unavailable Columns: When a report column is not applicable for a given report, the column will be unavailable for editing. 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 and the options that can be applied on a per-report basis.
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Common Buttons (included on all screens)

The following command buttons appear on all screens. Choose a button to view detailed description of each command. 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). You can also view the Button Descriptions help page to see the detailed descriptions of all program button on a single help page.

Save New Delete Reload Tools Help
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Save - Clicking this button saves all pending table changes to the program database. If a row is currently being edited, the changes will be saved and the row's checkmark (save icon) will remain so that you can continue making further edits.

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New - This button allows you insert a new row (item) in the current table. Clicking the button adds the new row at the top of the table and activates Edit Mode so you can enter the data required for each cell. Note: If this button includes a drop-down list immediately to its right, you must first select an item from the list so that the new row will be based on the chosen list item.

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Delete - Clicking this button removes the current row from the table. If you have multiple rows selected, all of the rows will be removed. When you click the button, you are prompted to make sure you want to delete the item(s) as the action cannot be undone.

Important Considerations - While most program screens allow you to delete a row easily, some screens contain items that require special consideration before deleting:

  • Employees - When you delete an employee from the Payroll tab's Employee - Setup Employee screen, the employee will no longer be visible on any screen in the Payroll tab other than the Employee - Status Parameters screen (the latter screen is required so that the employee can undeleted if necessary). If you delete an employee from the Employee Database, the employee is irretrievable. Refer to the Deleting Employees tutorial for more information.
  • Linked Items - Care should be taken when deleting an item(s) as they may be associated with other items in your database. If you attempt to delete an item and receive the following message: "Cannot delete <item> because it is linked to the following item:", it means that the item is associated (linked) with another item in the program. The item cannot be deleted until you remove the link/association between the two items. Refer to the Deleting Linked Items help page for more information.
  • Sub Rows - Some screens contain sub-rows that will appear under the main row that you are deleting. If you see an Expand icon (expand icon for payroll rows) at the leftmost side of the row, you may wish to expand the main row to ensure that you are deleting the proper items. Note: If you are presented with an error message stating that "the first item should be deleted last", it indicates that you must delete all of the sub rows first before you can delete the main row. For screens that offer a Trash icon (expand icon for payroll rows) to the left of the main row, you can choose the icon to remove the row and all of it's sub-rows in one action.
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Reload - Clicking this button refreshes the browser page and replaces the data in the current screen with the last saved copy from the database. This is useful if you have made a number of changes to a row and wish to discard them all in one operation. Note: Remember that eNETEmployer saves the changes to a row each time a new row is selected. Thus, if you edit three rows in succession and then select the Reload button, only the third row will be restored.

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Tools - Clicking the button displays a drop-down menu with special data functions that are available for the current screen. Depending on the which screen you are viewing, the options may include any of all of the following:

  • Audit - This option opens the History window that displays a list of changes that have been made to the current row. Changes are shown in colored text. Note: Audit History is a developing feature and subject to updates as new functionality is added.
  • Backup - This option creates a backup file that contains your complete company database (from all program modules, including Payroll, HR, Recruitment, etc.) - including all of the necessary information required to restore your data to the last program state when the backup was created. Depending on your browser settings, the backup 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. Click here to view a detailed description of the Backup command.
  • Export - This option saves the current table's data to a semicolon-separated file that can be opened in a spreadsheet program. The export function is carried out immediately upon choosing the command. Depending on your browser settings, the 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. Refer to the Export a File for Proper Formatting note above for more information on the export feature.
  • Import - This option allows you to import data from a character-separated (comma or semi-colon) spreadsheet file. Choosing the option opens a popup window where you can specify the file to be imported.
  • Messages - This option displays the Messages Log window that contains a running log of program messages that appear above the table. This log will be active for the login session, and will be cleared when you log out or the program, or if the system times out. The popup window contains thee command buttons:
    • Print - This button opens the Print window so that you can print a copy of the current table. A preview of the table will appear in a preview window before printing so that you can adjust the print settings as needed.
    • Copy - This button copies the full contents of the Messages Log window to your computer's virtual clipboard. If you wish to copy only a portion of the text shown, select the desired text, and then press <Ctrl>+<C> on your keyboard.
    • More - This button scrolls the window so that you can view messages that appear outside of the current view. You can also use the scroll bars at the left of the window to scroll through the window.
  • Print - This option opens the Print window so that you can print a copy of the current table. A preview of the table will appear in a preview window before printing so that you can adjust the print settings as needed.
  • Report - Available on the Payroll tab's Payroll Processing - Calculations screen only, this option generates an interim Payroll Register report so that you can review the details of the current pay sequence.
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Help - Clicking this button displays a list of the various tutorials and online help tools that are provided for the current screen. The Online Help option provides a detailed description of each column and item on the current screen. The Step-by-Step option provides a tutorial for the current screen where you can follow along with the lesson one step at a time.

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Table Columns

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.
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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 < FFB em>Current Payroll - 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 specify if the employee's date of birth should be included on their pay statement. Birth dates are not shown on pay statements by default (for privacy purposes), and must be explictly included if needed.

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 measurement. 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 FFB 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 Current Payroll - Deductions and/or Current Payroll - 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 and Pay Statements (Pressure Seal Mailer) reports only, select this button to send pay statements to applicable employees via email. The statements will only be sent to employees that have a valid email address defined for them in the Employee - Setup Employee screen. Note: The emailed statements will be addressed as coming from the person who is designated as the Administration contact type as defined in the Current Payroll - Contacts screen.

Employees with no email address: If you have employees without an email address, you can use the Generate Report button on this row to send their statements to a printer device. When the Generate Report button is selected, only those employees without an email address will be included in the report.

Email Statements

Available for the Pay Statements and Pay Statements (Pressure Seal Mailer) reports 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 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 Current Payroll - 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 prevent void cheques from being generated for employees who have already been included in an EFT run (and where you need to create printed cheques for the same period). For example, if your EFT run contained an incorrect employee bank account number (thus the employee was not paid), you would: 1) correct the employee's account; 2) place a D4E check in this box, 3) create/issue a printed cheque to pay the employee who was missed in the original EFT run.

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 generates the report data and the results are stored in the designated format (PDF, CSV, EFT, TPP, or BLK). 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.

Tutorials and an Overview of Reports in eNETEmployer Click Here view detailed descriptions of each report type.

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).

Inbox

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Available for emailable reports only, click this button to upload the current report to applicable employee's eNETInbox. eNETInbox is a cloud-based storage tool that allows employees to easily view their historical pay statements, T4s, T4As, and RL-1s. Talk with a CanPay Sales representative for more details.

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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:

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