Overview

The Detailed Employer Report gives you a quick list of employers created within a specified date range.

Watch a video demonstration: https://youtu.be/7Tu57ekTnco

Security and Access

To access this report, your user role needs the Detailed Employer Report option enabled under the Report section in Role Setup.

To access the report, navigate to: Reporting > Employer > Detailed Employer Report.

Filters/Selections

The report offers various options to help you drill down the information:

General

• User: (Optional) Generate the report for employers created by a specific user.

Employer

• Employer Search: Use an asterisk * to list all employers. You can also type the full or part of the employer's name and click the Search button. The result(s) will then display in the employer dropdown list.

• Employer Name: Generate the report for clients with a specific employer.

• Status: Generate the report according to the Employer Status (All, Pending, Pre-Approved, Approved, Suspended, or Closed).

• Classification: Generate the report for clients whose employer has a specific classification.

• Economic Sector: Generate the report for clients whose employer falls into a specific economic sector.

• Date Start: (Required) Enter the start date in dd/mm/yyyy format. The report will include employers created within this date range.

• Date End: (Required) Enter the end date in dd/mm/yyyy format. The report will include employers created within this date range.

• Legal Entity: Generate the report for employer pay points linked to a specific legal entity.

• Payback Frequency: Generate the report for employer pay points with a specific payback frequency.

• Payment Move Direction: Generate the report for employer pay points with a specific Payment Move Direction.

Available Buttons

• Finish: Select this button to generate the report.

• Cancel: Select this button to cancel your request.

Sorting/Display Order

The report is primarily sorted by Employer Name.

Output Format

You can print, view, or email the Detailed Employer Report.

• View Online: You can view the report directly within the system.

• Print: Print a physical copy of the report.

• Email: Email the report to a specific user. To use this feature, ensure the necessary email address is set up on the user's profile under Setup > Security > Users. Additionally, the Cash Box Setup must be configured under Setup > Branches > Cash Box (select the specific user by E-mail).

• Spreadsheet (XLS): Click the "XLS: Detailed Employer Report" hyperlink to open the report in a spreadsheet application (e.g., Microsoft Excel or Open Office). Once the information is in this format, you can easily sort it to meet your specific business needs.

Columns/Detail

The report displays the following information:

• Employer Name

• Employer Code

• Employer Status

• Employer Payback Type

• Employer Payment Frequency

• Day of Week / Month

• Employer Payment Move Direction

• Employer Deduction Closing Day

• Employer Preferred CSP

• Employer Preferred CSP Setup

• CSP Tracking Days

• CSP Predays

• CSP December Tracking Days

• CSP December PreDays

• Employer Contact Person

• Employer Contact Person Telephone Number

• Employer Email Address

• Employer Fax Number

• Employer Cellphone Number

• Work Telephone Number

• Legal Entity Type

• Classification

• Economic Sector

• Physical Address Line 1

• Physical Address Line 2

• Physical Address Line 3

• Physical Address Code

• Physical Address Province

• Physical Address Country

• Postal Address Line 1

• Postal Address Line 2

• Postal Address Line 3

• Postal Address Code

• Postal Address Province

• Postal Address Country

• Record Date

• Record Time

• Record User

• Update Date

• Update Time

• Update User

Available Buttons

• Back to Filter Option: Select this button to cancel your request and return to the previous page to adjust your report filters.

• Email Report: Select this button to receive this report via email.