hrp-report-setup
To set up some reports, use the HRP Report Setup tool.
To set up the Paysheet report:
Path: Administration/Paysheet Setup Codes
The setup contains two components: a report template and an algorithm for filling out the report. To download the report template, click the button in the Template column field next to the name of the desired report, and in the list, click Select from full list.
The Excel Templates page will open. If the template code does not exist, it must be created by clicking the New button, the value of the code is arbitrary; in the Description field, specify a description of the report. To import a template or replace an existing template, click the Import template… button, select and open the template.
To set up the algorithm for filling out the report, click the Lines Setup button in the field next to the name of the desired report. The Payroll Report Setup Lines page will open, where you can create new setup lines (the New button) or edit existing ones.
| Field | Description |
|---|---|
| Report Code | Code of the report specified in the report form. |
| Line code | Node for the XML form if the report is imported in XML. If the report is only printed, then indicate the line numbering (1, 2, 3...). |
| Filter by element code | If the function searches for amounts by source and the search should take into account the Element Code, specify the filter value with the payroll element code. Interactive setup for selecting filters for a given field is implemented in the system. Learn more about how the functions work in the Payroll Calculation Functions scenario. |
| Function code | Code of the built-in function that must be executed when calculating a report line. To select the desired function, click the arrow button. A list of possible functions, their parameters and the information about how to work with them are given in the Payroll Calculation Functions scenario. Please note that the same functions cannot be used to set up payroll elements and to set up reports. |
| Excel Cell | Cell name in an Excel file for filling in data when generating a printed report form. |
| Filter by element type | If the function searches for amounts by source (Payroll Ledger Entry, Payroll Documents, etc.) and when searching, the element type must be taken into account, set a filter by element type. Interactive setup of this field with sequential selection of an element from the list is implemented in the system. Learn more about how functions work in the Payroll Calculation Functions scenario. |
| Filter by element group | If the function searches for amounts by source (Payroll Ledger Entry, Payroll Documents, etc.) and when searching, the element group must be taken into account, set a filter by element group. |
| Filter by posting type | If the function searches for amounts by source (Payroll Ledger Entry, Payroll Documents, etc.) and when searching, the element posting type must be taken into account, set a filter by element posting type. Interactive setup of this field with sequential selection of an element from the list is implemented in the system. Learn more about how the functions work in the Payroll Calculation Functions scenario. |
| Rounding accuracy | The rounding accuracy of the resulting value for the line. |
| Period type | If the function searches for amounts by source (Payroll Ledger Entry, Payroll Documents, etc.) and when searching, the period type must be taken into account, set a filter value. Learn more about how the functions work in the Payroll Calculation Functions scenario. |
| Staff positions | If the function searches for amounts by source (Payroll Ledger Entry, Payroll Documents, etc.) and when searching, you need to take into account whether the employee is on staff, set the value to “Yes”. Only on-staff employees for whom the Freelance Position field is set to “No” are analyzed. |
| Calculate Previous Period | Set to “Yes” to calculate previous period data. The node calculation field is used in the 1-PV Month report. |
| Number of months for calculation | Specify the number of months that will be included in the report. The setting is used for calculations in Income Certificate reports. The line is generated for a specified number of periods (Period Code) preceding the period for filling out the report. |
| Time Activity Group Code | If the function uses time activity codes, specify the value of the time activity group code. |
| Calculate by | If the function searches for amounts by source (Payroll Ledger Entry, Payroll Documents, etc.) and when searching, the filter by “Accrual Period” or “Period Code” must be taken into account, specify the desired value. |
| Amount coefficient | The value by which the result is multiplied. The default is 1; if you need to specify the calculated value in thousand UAH, enter “0.001” in the field for this line. |
| Amount type | If a function searches for amounts by source (Payroll Ledger Entry, Payroll Documents, etc.), then it can return several types of amounts. |
| Payment source | If the function searches for amounts by source (Payroll Ledger Entry, Payroll Documents, etc.) and when searching, the Payment Source must be taken into account, specify its value (Employer or Social Insurance Fund). |
| Newly created workplace | If the function searches for amounts by source (Payroll Ledger Entry, Payroll Documents, etc.) and when searching, you need to take into account whether the employee occupies a new workplace, set to “Yes”. Only employees for whom the “Newly created workplace” field in the position has the “Yes” value are analyzed. |
| Filter by grounds for termination | If the Function analyzes the grounds for termination (for example, 21094512, 21094513), specify a filter by the grounds for termination code; the menu for selecting the grounds for termination code from the Grounds for Termination table (5217) is used. |
| Range from | If the function uses amount ranges (for example, 21094504), specify the starting value of the range. |
| Range to | If the function uses amount ranges (for example, 21094504), specify the end value of the range. |
| Elements of the detailed calculation base | If the function analyzes the value of the Detailed calculation base (for example, 21094529). The selected payroll element in the Elements of the detailed base for calculating the amount of deductions field does not include the specified elements of the Detailed Base for Tax table (21094004). |
| Posting group | The calculation field of the ВЫПЛАТЫ ФВПТ function (21094531) is used in the F4 – FSS with TVP report, with the ability to select a posting group from the Payroll Posting Group directory (17401). The Posting Group selected in the Posting Group field applies a filter by the G/L account number specified in the Payroll Posting Group table (17401) in the Account Number field for the Posting Group selected in the setup. |
| Nature of work | The nature of work filter is used to calculate some functions, the job selection menu is used (main job, internal part-time job, external part-time job). |
| Final code | Used in the Paysheet report. In case of value 1, the accruals are summed up. In case of value 2, the deductions are summed up. |
| ABS | Returns the value of a number modulo. |
| Ordinal module (ABS) | The field is available for selection. |
| Additional employee posting group | Additional employee posting group. |
| Skip line if null | The field is available for selection. |