Overview
These reports support employee administration, payroll analysis, and management review of commissions and employee-related expenses.
Good approach: Use summary reports for management review, then move to detail reports when the result needs explanation.
Reports Covered
| Report | Use It For |
|---|---|
| Employee Details Report | Review employee master information. |
| Employee Contact Report | Review employee contact information. |
| Employee Passport Details Report | Review passport-related employee data. |
| Employee Visa Details Report | Review visa-related employee data. |
| Commissions Summary / Details | Review employee commission results, including profit-based review where used. |
| Expenses by Employee Summary / Details | Review expenses linked to employees. |
| Transactions by Employee Summary / Details | Review payroll or employee-linked transactions by employee. |
| Transactions by Pay Code Summary / Details | Review payroll activity by pay code. |
| Transactions by Payroll Item Summary / Details | Review payroll activity by payroll item. |
| Payroll Item List Report | Review payroll items available for payroll processing. |
Best Practice
- Use employee detail and reference reports for HR review.
- Use commission and expense reports for management and cost review.
- Use pay code and payroll item reports when reconciling payroll structure and payroll output.
- Keep the same payroll period across related reports when comparing results.
Important: Payroll analysis depends on payroll items, pay codes, and employee setup being maintained correctly.