Overview

The Employer Pay Point Report provides a quick list of employer pay points created within a specified date range.

Watch video for a visual guide - https://youtu.be/d8xNACE4slI

Security and Access

To access this report, your user role must have the Employer Pay Point Report option enabled under the Report section in Role Setup.

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

Filters/Selections

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

General

• User: Generate the report for employer pay points created by a specific user.

• Branch: Generate the report for employer pay points created at a particular branch.

• Region: Generate the report for employer pay points located in a specific region.

Employer

• Employer Search: Use an asterisk * to list all employers. You can also type a full or partial employer name and click the Search button to display results in the employer dropdown list.

• Employer Name: Generate the report for pay points linked to a specific employer.

• Status: Filter the report by Employer Status (All, Pending, Pre-Approved, Approved, Suspended, or Closed).

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

• Economic Sector: Generate the report for pay points of clients whose employer falls within a specific economic sector.

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

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

• Legal Entity: Generate the report for employer pay points associated with 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 Branch Name, then by Employer Name, and finally by Employer Code.

Output Format

You can print, view, or email the Employer Pay Point 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 specified 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: Employer Pay Point 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

• Pay Point Name

• Pay Point Number

• Pay Point Status

• Pay Point Deduction Closing Day

• 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

• Contact Person

• Contact Person Tel Number

• Contact Person E-mail Address

• Contact Person Fax Number

• Contact Person Work Tel Number

• Contact Person Home Tel Number

• Contact Person Cell Number

• Day of Month/Week

• Payment Frequency

• Date Adjusted Rule

• Branch

• Payback Type

• Tracking

• Pre-Days

• December Tracking

• December Pre-Days

• Preferred CSP

• Legal Entity CSP

• 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.