Pay Run Summary Report Overview
The Pay Run Summary report within the History menu of the SapphireOne Payroll/HR mode prints a summary of all or selected Pay runs. When the Pay Run Summary report is selected from the History menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the report.
When printing reports, the user should be aware that SapphireOne will assume that it is to print the selected report on all Employees that are currently active and in SapphireOne, the same as when a Employee Inquiry is performed. This may be from just a few projects but could extend to hundreds or even thousands of employee’s.
SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.
You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.
As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.
Dictation and Speech to Text Procedure
This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.
Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line. The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.
Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive timesaver.
Print Destination Menu
The Print Destination menu allows the user to choose the destination for the Report, and select from the options which include Printer, Custom Report, Quick Report and Labels.
|Printer||Tells SapphireOne to send the report straight to the Printer.|
|Custom Report||This allows the user to create a custom designed report. Once it has been created the user will be able to use this option from the Print Destination menu.|
|Quick Report||Selecting this option will open the Sapphire Quick Report function.|
|Labels||Selecting this option will open the Sapphire Label Design Report Editor, allowing the user to design Labels as required. Labels can be designed and printed on a sheet or roll.|
|CSV||All of the reports may be exported to a standard CSV file which may be opened using any spreadsheet program.|
Report Type Menu
Selecting the Report Type menu option will enable the user to print different layout styles of the Details Report.
|Condensed||This report prints a small Pay slip like report for each Pay run. This will be printed in portrait format with the earliest pays at the top of the list with the most recent pay at the bottom.|
|One Line Summary||As above but this report prints a one-line summary for each Pay run, with the allowances & deductions broken down into before, and after tax amounts.|
|Transaction Summary||This report prints a summary of transactions and the totals for each employee for each Pay run, with the allowances & deductions broken down into before and after tax amounts.|
|Verification Summary with Super||This report prints a verification Summary including Super.|
|Wide Verification Report||This report prints a landscape report that has extended details of payments made to employees|
|Wide Verification Summary||This report is a condensed version of the report above.|
|Wide Verification Summary with Super||Again a summary of the Wide Verification report but with Superannuation payments included as well.|
Report Sort Order Menu
The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:
|No Sort||This will display the Details Report in the order they are displayed.|
|By Employee||This will sort the order of the data by employee ID.|
|By Payrun No||This will sort the order of the data by Payrun number.|
|By Class||This will sort the order of the data by the class.|
|By Department||This will sort the order of the data by employee department.|
|By Pay Run Date||This will sort the order of the data by the pay run date.|
Report Selection Options
|All Records||This will display all Job Projects, including inactive of finished Job Projects.|
|Current Selection||This will display the current selection of records only.|
|Print button||Select this button to Print the Report.|
|Cancel button||Select this button to Cancel the Report.|
|Record List Button||Selecting this button brings up a list of all Pay Run items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the Pay Run items to be printed.|
|Options Button||When active, the Options Button allows for even further customisation of the Report.|
|Queue Button||Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.|
|Background Button||Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.|
The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports.