Payroll Overview

Path: Reports / Payroll Overview

The Payroll Overview page provides an interactive matrix view of payroll data across employees, periods, organizational units, and payroll elements. It supports hierarchical tree views, dynamic attribute columns, charts with multiple scenarios, drill-down to source entries, and export to Excel.

Opening the Page

Navigate to Reports → Payroll Overview or use the search bar (Alt+Q) to find "Payroll Overview".

The page remembers all option settings between sessions (SaveValues), so your last configuration is restored automatically when you reopen it.

Options

The options panel at the top controls how data is calculated and displayed.

Field	Description
Report Code	Mandatory. Select a configured payslip setup code. Each code defines which payroll elements (columns) appear in the matrix and what Excel template is used for export. Managed via Administration → Payslip Setup Codes.
Period Code From / To	Mandatory. Defines the payroll period range. Select from available payroll periods (monthly).
Data Source	Choose where amounts are read from: Posted Entries (default) — posted payroll ledger entries; Payroll Documents — unposted payroll documents; Posted Payroll Documents — posted payroll documents.
Calculation Period Type	Period Code or Wage Period. Determines the period grouping logic.
Split by Wage Period	When Calculation Period Type = Period Code: shows separate detail rows per wage period for each employee. Mutually exclusive with "Split by Period Code".
Split by Period Code	When Calculation Period Type = Period Code: shows separate detail rows per period for each employee. Mutually exclusive with "Split by Wage Period".
Hide Zero Lines	Default: enabled. Hides employees whose amounts are all zero across all relevant columns.
Group by Org. Unit	Groups employees by organizational unit. Adds subtotal rows per org unit. Shows Org. Unit Code and Org. Unit Name columns.
Hierarchical Org. Units	Available when "Group by Org. Unit" is enabled. Displays organizational units as a collapsible tree reflecting the parent-child hierarchy. Parent org unit totals include all descendant values (rolled-up subtotals).
Sort Order	Employee Name — alphabetical by last name, first name, middle name. Employee No. — by employee code.
Show Type Totals	Shows/hides three summary columns: Earnings Total, Deductions Total, Net Total (Earnings −
Show Chart	Shows/hides the chart panel below the matrix.

Filters

Field	Description
Posting Date	Filter entries by posting date range.
Payroll Calc Group	Multi-select filter by payroll calculation group(s).
Employee No. Filter	Filter to specific employee(s). Supports multi-select lookup.
Org. Unit Filter	Filter to specific organizational unit(s).

Actions

Calculate

Runs the payroll calculation and populates the matrix and chart. All options and filters are applied. You must click Calculate after changing any option or filter.

Export to Excel

Opens the Payslip report (SMA Payslip) with all current parameters pre-filled. The report generates an Excel file based on the configured template. The report includes all data visible in the matrix, including attribute columns.

Additional Filters

Opens an advanced filter builder (FilterPageBuilder) with two sections:

• Employee: Filter by No., First Name, Last Name, Status, Employment Date, Org Unit, Job Title, Payroll Calc Group, Category, Posting Group, Resp. Center.
• Organizational Unit: Filter by Code, Name, Type, Status, Parent Code, Calc Group, Resp. Center.

Applied filters are displayed in the Additional Filters FactBox on the right side of the page.

Attribute Columns

Opens a temporary page for overriding the attribute column configuration for the current session. Changes made here do not affect the persistent setup in the database. The override is cleared when the page is closed or the Report Code is changed.

Matrix

The matrix displays payroll data in a grid:

• Frozen columns (always visible on the left): Employee No., Employee Name
• Attribute columns (up to 10): Dynamic columns showing Employee table fields (e.g., Job Title, Status, Employment Date). Configured per Report Code in Payslip Setup Codes → Attribute Columns.
• Amount columns (up to 100): One column per payroll element defined in the report setup lines. Zero amounts display as blank.
• Type Total columns (optional): Earnings Total, Deductions Total, Net Total.

Row Types

Row Type	Style	Description
Detail	Normal	One row per employee (or per employee × period when split is active).
Employee Total	Bold	Summary row per employee when period split is active.
Org. Unit Total	Bold	Subtotal row per organizational unit. In hierarchical view, parent org unit totals include all descendants.
Grand Total	StrongAccent	Final row with totals across all employees. Always present.

Tree View

When Hierarchical Org. Units is enabled, the matrix uses a tree layout:

• Org unit nodes can be collapsed/expanded by clicking the tree toggle
• Indentation reflects the organizational hierarchy depth
• Parent org unit totals include rolled-up values from all child org units and their employees

Drill-Down

Clicking on any amount cell opens the underlying source entries page:

• Posted Entries → Payroll Ledger Entries page
• Payroll Documents → Payroll Document Lines page
• Posted Payroll Documents → Posted Payroll Document Lines page

The drill-down is filtered based on the row type:

• Detail row: filtered by Employee No. + element + period (uses the row's specific Period Code when split is active, not the full period range)
• Employee Total: filtered by Employee No. + element
• Org. Unit Total: filtered by all employees in that org unit + element
• Grand Total: filtered by element only

Type Total columns (Earnings/Deductions/Net) drill-down filters by the corresponding element type.

Attribute Columns

Attribute columns display additional information about each employee directly in the matrix, such as Job Title, Status, Employment Date, or any other field from the Employee table.

Setup

1. Open Administration → Payslip Setup Codes
2. Select a report code and click Attribute Columns
3. Add rows selecting Employee table fields by their field number
4. The Column Caption is automatically resolved from the Employee table field metadata (FlowField)
5. Maximum 10 attribute columns per report code

FlowField Support

Attribute columns support Employee table FlowFields. The system automatically detects FlowField-type fields and calls CalcField before reading the value, ensuring calculated values (e.g., aggregated data) display correctly.

Session Overrides

On the Payroll Overview page, use the Attribute Columns action to temporarily change which attributes are displayed. This override:

• Applies only to the current session
• Does not modify the database setup
• Is cleared when you close the page or switch Report Codes

Chart

The chart panel (visible when Show Chart is enabled) provides visual analysis of payroll data with 4 scenarios and 3 measures.

Chart Scenarios

Scenario	X-Axis	Prerequisite
By Element	Payroll elements	None — always available
By Period	Period codes	Requires Split by Period Code or Split by Wage Period
By Org. Unit	Org unit names	Requires Group by Org. Unit
By Attribute	Attribute values	Requires configured attribute columns

Chart Measures (for By Period / By Org. Unit / By Attribute)

Measure	Description
Type Totals	Stacked columns for Earnings + Deductions, line for Net
All Columns	Up to 10 payroll elements as separate bar series
Selected Columns	Only manually selected elements (via Column Selector)

Column Selector

For the By Element scenario and Selected Columns measure, use the Column Selector to choose which payroll elements appear on the chart. The selector shows all available columns with checkboxes. Use Mark Selected and Unmark Selected actions to toggle.

Attribute Picker

For the By Attribute scenario, a menu prompts you to select which attribute column to use for grouping on the X-axis.

Chart Drill-Down

Clicking on any data point in the chart opens the source entries page with appropriate filters, similar to matrix drill-down.

Additional Filters FactBox

The right-side FactBox displays a tree view of all currently applied additional filters:

• Level 0: Table name (Employee / Org. Unit)
• Level 1: Individual field filters (e.g., "Status = Active")

Security

Permission Set

All Payroll Overview objects are included in the PayrollCALC permission set. Users need this permission set (or equivalent) to access the functionality.

HR Responsibility Center

The system automatically applies HR Responsibility Center filters. Users only see employees assigned to their authorized responsibility center(s). If no responsibility center is configured for the user, all employees are visible.

See Also

• Payslip (Excel Export)
• Paysheet
• Employee Paysheet