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Payroll Data Report

Summary

 This guide walks you through generating a payroll report in Plumm HR using the payroll data template. Learn how to create a custom payroll report to meet your organization’s needs.

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 Data
  • Step 5: Enter Report Details
  • 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 reports.
  • Familiarize yourself with the payroll data fields 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 Data

  1. From the list of available fields, click on Payroll Data.

Step 5: Enter Report Details

  1. Click Next to proceed to the Overview section.
  2. Review the report preview to ensure it includes the necessary payroll data.
  3. Once satisfied, click Next again.


Step 6: Save the Report

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

Frequently Asked Questions (FAQ)

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

 Yes, you can select multiple data fields such as Expense Data or Payroll Cycle Data if required for your payroll report.
 

2. Can I edit or delete a report after saving it?

 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?

 Ensure you have the necessary permissions. If you do not, contact your system administrator for assistance.
 
 

4.What if I cannot find the Payroll Template?

 If the Payroll Template is not visible, check your permissions or contact your system administrator.