Payroll Cycle Summary Report

Summary

In this article

• Before you begin
• Step 1: Navigate to the Reports Page
• Step 2: Add a Report
• Step 3: Select the Payroll Template
• Step 4: Choose Payroll Summary
• Step 5: Enter Report Details
• Step 6: Save the Report
•  Frequently Asked Questions (FAQ)

Before you begin

• Ensure you have admin access to the Reports section in Plumm HR.
• You must have the necessary permissions to create payroll summary reports.
• Familiarize yourself with the summary data you wish to include in your report.

Step 1. Navigate to the Reports Page

1. Log in to your Plumm HR admin account.
2. From the dashboard, navigate to the Reports page.

Step 2. Add a Report

1. On the Reports page, click on Add Report in the top-right corner.
2. From the dropdown menu, select Select Template.

Step 3. Select the Payroll Template

1. In the Select Template window, choose the Payroll Template.

Step 4. Choose Payroll Summary

1. From the available fields, click on Payroll Summary.

1. Click Next to proceed to the Overview section.
2. Review the report preview to ensure the payroll summary is as required.
3. Once satisfied, click Next again.

Step 6: Save the Report

1. Enter a Name and Description for your payroll summary report.
2. Once you've filled in the details, click Save to create the payroll summary report.

Frequently Asked Questions (FAQ)

1.Can I create a report using multiple summary fields?

Yes, reports can be edited or deleted from the Reports section at any time.

3.What should I do if I cannot access the Reports page?