Reports
Who can use this feature
Anyone with HR Manager and Payroll Manager role can access all the Reports pages.
Anyone with only Employee role does not have access to the Reports pages.
Introduction to Reports
This submodule aims to generate comprehensive reports that offer vital insights and information regarding employee attendance, leaves, timesheets, and payroll. The reports within this submodule streamline and simplify the tracking and management of workforce data, ensuring accurate and efficient analysis for organizational purposes.
Definition of Terms
This section outlines the available pages under the Reports submodule as follows:
- Weekly Timesheet Report. This report provides a detailed breakdown of employee timesheets for a specific week.
- Pay Period Attendance Report. This report offers a comprehensive overview of employee attendance within a specific pay period.
- Leaves Summary Report. This report consolidates all leave-related information for employees.
- Weekly Attendance Report. This report offers a concise snapshot of employee attendance for a given week.
- Payroll Pivot Report. This report provides a comprehensive summary of employee compensation and payroll information.
- SSS Contributions Report. This report provides a summary of employee and employer Social Security System contributions for a selected period.
- Pag-IBIG Contributions Report. This report provides a summary of employee and employer Pag-IBIG contributions for a selected period.
- PhilHealth Contributions Report. This report provides a summary of employee and employer PhilHealth contributions for a selected period.
- Alphalist 1604-C. This report provides employee compensation and withholding-tax information used in preparing the annual information return for compensation.
- BIR 1601-C. This report provides monthly compensation and withholding-tax information used in preparing the applicable BIR remittance return.
- Bank Files. This report provides payroll disbursement information that can be used in preparing or reviewing bank payment files.
- Year-to-Date. This report provides cumulative payroll information for employees from the beginning of the year through the selected reporting period.
Roles and Permissions
The following table illustrates the roles and corresponding permissions for accessing pages and features within the Reports Submodule:
| Functions | Administrator | HR Manager | Payroll Manager | Employee |
|---|---|---|---|---|
| Weekly Timesheet Report | ||||
| Download Report | ||||
| Pay Period Attendance Report | ||||
| Download Report | ||||
| Leave Summary Report | ||||
| Download Report | ||||
| Weekly Attendance Report | ||||
| Download Report | ||||
| Payroll Pivot Report | ||||
| Download Report | ||||
Roles and Permissions
Note that users have the flexibility to enhance access control and refine user privileges by effortlessly adding and configuring additional roles and permissions. This aligns system functionality with the organizational structure and security requirements, ensuring that users are assigned appropriate levels of access and responsibilities.
To do so, contact [email protected]
Weekly Timesheet Report
Introduction to Weekly Timesheet Report
The Weekly Timesheet Report within the Human Resource application offers a comprehensive overview of employee time records, including entry date, client name, project name, employee name, notes, entry time, and billable or non-billable hours.
The page can be accessed through the Reports Submodule within the Human Resources Module and click on "Weekly Timesheet Report". Once redirected, the available report features can be used to review and analyze the data.
Weekly Timesheet Report Features
Below is a summary of the main features of the Weekly Timesheet Report page.
Weekly Timesheet Report Summary Table
The summary table presents a list of timesheet reports, featuring the following columns:
- Log Date
- Employee
- Client
- Project
- Activity
- Total Log Hours
Filter by Project
This feature allows users to filter projects and select specific activities.
Filter by Employee
Simply select a desired name from the available options within the selected tiles.
Filter by Date Range
The following image visually illustrates this functionality, providing a clear representation of how to apply date filters.
Download Weekly Timesheet Report
To download the Weekly Timesheet Report, users can simply click on the Download button.
Pay Period Attendance Report
Introduction to Pay Period Attendance Report
The Pay Period Attendance Report presents a comprehensive overview of employee attendance and related information for a designated pay period. It includes leaves with and without pay, lateness, undertime, overtime, total hours, and billable information.
The page can be accessed through the Reports Submodule within the Human Resources Module and click on "Pay Period Attendance Report". Once redirected, the available report features can be used to review and analyze the data.
Pay Period Attendance Report Features
Below is a summary of the main features of the Pay Period Attendance Report page.
Pay Period Attendance Report Summary Table
The summary table presents a list of Employees’ Names with the following columns:
- Employee Name
- Employee Number
- Type
- Leaves With Pay
- Leaves Without Pay
- Lates
- Undertime
- Regular OT
- Special OT
- Total Hours
- Billable
Filter by Date Range
The accompanying image below visually illustrates this functionality, providing a clear representation of how to apply date filters to refine the report results.
Filter by Employee
Filter the Pay Period Attendance Report by employee name to view attendance records for a specific employee within the selected pay period.
Download Pay Period Attendance Report
To download the Pay Period Attendance Report, users can simply click on the Download button.
Leaves Summary Report
Introduction to Leaves Summary Report
The Leaves Summary Report delivers a concise overview of employee leave entitlement and usage, including vacation leave and sick leave credits, usage, and balances.
The page can be accessed through the Reports Submodule within the Human Resources Module and click on "Leaves Summary Report". Once redirected, the available report features can be used to review and analyze the data.
Leaves Summary Report Features
Below is a summary of the main features of the Leaves Summary Report page.
Leaves Summary Report Summary Table
The summary table presents a list of Employees’ Names with the following columns:
- Employees
- Employee Number
- Total Credits (VL & SL)
- Used Leaves (VL & SL)
- Balance Leaves (VL & SL)
Filter by Month/Year
Users can use the month filter in the Leaves Summary Report to quickly view and analyze leave data for a specific month.
Filter by Employee
Users can filter the Pay Period Attendance Report by employee name to view attendance data for a specific employee within the selected pay period.
Download Leaves Summary Report
To download the Leaves Summary Report, users can click the download Download button. A notification will appear to confirm the successful download of the file.
Weekly Attendance Report
Introduction to Weekly Attendance Report
The Weekly Attendance Report provides an overview of employee attendance for a specific period and displays worked hours for the applicable dates.
The page can be accessed through the Reports Submodule within the Human Resources Module and click on "Weekly Attendance Report". Once redirected, the available report features can be used to review and analyze the data.
Weekly Attendance Report Features
Below is a summary of the main features of the Weekly Attendance Report page.
Weekly Attendance Report Summary Table
The summary table presents a list of Employees’ Names with the following columns:
- Employee Name
- Department
- Dates (selected dates from filter)
- Total Hours
Search by Employee Name
Users can quickly search for a Weekly Attendance Report by entering an employee name on the search bar.
Filter by Department
Users can quickly search for a Weekly Attendance Report by selecting a department on the dropdown list.
Filter by Date Range
Users can filter the Weekly Attendance Report by selecting a start and end date, then clicking the button to display results for the chosen period.
Download Weekly Attendance Report
To download the Weekly Attendance Report, users can click the download button. A notification will appear to confirm the successful download of the file.
Payroll Pivot Report
Introduction to Payroll Pivot Report
The Payroll Pivot Report provides a concise summary of essential payroll information, including payout date, pay period, amount, employee count, date approved, and date disbursed.
The page can be accessed through the Reports Submodule within the Human Resources Module and click on "Payroll Pivot Report". Once redirected, the available report features can be used to review and analyze the data.
Payroll Pivot Report Features
Below is a summary of the main features of the Leaves Summary Report page.
Payroll Pivot Report Summary Table
The summary table presents a list of Payout Dates with the following columns:
- Payout Date
- Pay Period
- Amount
- Employee Count
- Date Approved
- Date Disbursed
- Status
Filter by Month/Year
The applicable actions can be select a payout date range and apply the filter to display the required payroll information.
Download Payroll Pivot Report
To download the Payroll Pivot Report, users can click the download button. A notification will appear to confirm the successful download of the file.
SSS Contributions Report
Introduction to SSS Contributions
The SSS Contributions Report provides a summary of Social Security System contribution information for employees for a selected reporting period. It helps HR and payroll users review employee contribution records and the corresponding employer contributions for payroll and statutory reporting purposes.
The page can be accessed through the Reports Submodule within the Human Resources Module and click on "SSS Contributions Report". Once redirected, the available features can be used to review, filter, and download the report.
SSS Contributions Features
Below is a summary of the main features of the SSS Contributions Report page.
SSS Contributions Summary Table
The summary table presents a list of Payout Dates with the following columns:
- Employee Number
- Employee Name
- SSS Number
- Date Hired
- Monthly Salary
- Employee Share
- Employer Share
- Total
Filter by Month/Year
The applicable month can be selected to display the SSS contribution records for that reporting period.
For reports that use a monthly filter, users can select the applicable month to display the corresponding records. The available filter values and exact date controls may vary depending on the report.
Download SSS Contributions Report
To download the SSS Contributions Report, users can simply click on the button found in the Preview Report modal.
Pag-IBIG Contributions Report
Introduction to Pag-IBIG Contributions
The Pag-IBIG Contributions Report provides a summary of employee and employer Pag-IBIG contribution information for a selected reporting period. It helps payroll and HR users review contribution records and verify the amounts included in payroll-related statutory reporting.
The page can be accessed through the Reports Submodule within the Human Resources Module and click on "Pag-IBIG Contributions Report". Once redirected, the available features can be used to review, filter, and download the report.
Pag-IBIG Contributions Features
Below is a summary of the main features of the Pag-IBIG Contributions Report page.
Pag-IBIG Contributions Summary Table
The summary table presents a list of Payout Dates with the following columns:
- Employee Number
- Employee Name
- HDMF Number
- Date Hired
- Monthly Salary
- Employee Share
- Employer Share
- Total
Filter by Month/Year
The applicable month can be selected to display the Pag-IBIG contribution records for that reporting period.
For reports that use a monthly filter, users can select the applicable month to display the corresponding records. The available filter values and exact date controls may vary depending on the report.
Download Pag-IBIG Contributions Report
To download the Pag-IBIG Contributions Report, users can simply click on the button found in the Preview Report modal.
PhilHealth Contributions Report
Introduction to PhilHealth Contributions
The PhilHealth Contributions Report provides a summary of employee and employer PhilHealth contribution information for a selected reporting period. It allows payroll and HR users to review contribution amounts and supporting employee information.
The page can be accessed through the Reports Submodule within the Human Resources Module and click on "PhilHealth Contributions Report". Once redirected, the available features can be used to review, filter, and download the report.
PhilHealth Contributions Features
Below is a summary of the main features of the PhilHealth Contributions Report page.
PhilHealth Contributions Summary Table
The summary table presents a list of Payout Dates with the following columns:
- Employee Number
- Employee Name
- PHIC Number
- Date Hired
- Monthly Salary
- Employee Share
- Employer Share
- Total
Filter by Month/Year
The applicable month can be selected to display the PhilHealth contribution records for that period.
For reports that use a monthly filter, users can select the applicable month to display the corresponding records. The available filter values and exact date controls may vary depending on the report.
Download PhilHealth Contributions Report
To download the PhilHealth Contributions Report, users can simply click on the button found in the Preview Report modal.
Alphalist 1604-C
Introduction to Alphalist 1604-C
The Alphalist 1604-C report provides employee compensation and withholding-tax information needed to support annual reporting of compensation income. It consolidates employee-level payroll information into a format that can be reviewed before preparing the applicable annual BIR submission.
The page can be accessed through the Reports Submodule within the Human Resources Module and click on "Alphalist 1604-C". Once redirected, the available features can be used to review, filter, and download the report.
Alphalist 1604-C Features
Below is a summary of the main features of the Alphalist 1604-C Report page.
Alphalist 1604-C Summary Table
The summary table presents a list of Payout Dates with the following columns:
- Title
- Year
- Generated Date
- Report Type
- Status
-
Action
- Edit Alphalist
- Approve Alphalist
- Export CSV
- Export BIR Format
- Delete Alphalist
- View Alphalist
Filter by Year
The applicable month can be selected to display the Alphalist records for that year.
For reports that use a monthly filter, users can select the applicable month to display the corresponding records. The available filter values and exact date controls may vary depending on the report.
Filter by Report Type
The applicable month can be selected to display the Alphalist records for that type.
For reports that use a monthly filter, users can select the applicable month to display the corresponding records. The available filter values and exact date controls may vary depending on the report.
Filter by Status
The applicable month can be selected to display the Alphalist records for that status.
For reports that use a monthly filter, users can select the applicable month to display the corresponding records. The available filter values and exact date controls may vary depending on the report.
Download Alphalist 1604-C Report
To download the Alphalist 1604-C Report, users can simply click on the button found in the Preview Report modal.
Generate Alphalist
The Generate Alphalist window is used to create an Alphalist (1604C) report. This modal can be accessed by clicking the button.
- Enter a Title for the report.
- Select the applicable Year.
- Select a Report Type.
- Review the list of eligible employees displayed in the table.
- If additional records are available, click Load More to view more employees.
- Click Generate to create the Alphalist report.
- Click Cancel to close the window without generating a report.
BIR 1601-C
Introduction to BIR 1601-C
The BIR 1601-C report provides monthly information relating to compensation payments and the corresponding taxes withheld. It supports payroll users in reviewing the amounts to be considered when preparing the applicable monthly withholding-tax remittance.
The page can be accessed through the Reports Submodule within the Human Resources Module and click on "BIR 1601-C". Once redirected, the available features can be used to review, filter, and download the report.
BIR 1601-C Features
Below is a summary of the main features of the BIR 1601-C Report page.
BIR 1601-C Summary Table
The summary table presents a list of Payout Dates with the following columns:
- Employee
- TIN
- Total Amount of Compensation
- Total Non-Taxable Compensation
- Total Taxable Compensation
- Net Taxable Compensation
- Tax Withheld
Filter by Month/Year
The applicable month can be selected to display the compensation and withholding-tax information for the selected reporting period.
For reports that use a monthly filter, users can select the applicable month to display the corresponding records. The available filter values and exact date controls may vary depending on the report.
Download BIR 1601-C Report
To download the BIR 1601-C Report, users can simply click on the button found in the Preview Report modal.
Bank Files
Introduction to Bank Files
The Bank Files report provides payroll disbursement information used to review employee payment records and support the preparation or verification of bank payment files. It helps payroll users confirm that the employee payment information corresponds with the processed payroll.
The page can be accessed through the Reports Submodule within the Human Resources Module and click on "Bank Files". Once redirected, the available features can be used to review, filter, and download the report.
Bank Files Features
Below is a summary of the main features of the Bank Files page.
Bank Files Summary Table
The summary table presents a list of Payout Dates with the following columns:
- Employee No.
- Employee Name
- Affiliated Bank
- Bank Account Number
- Net Pay
Filter by Month/Year
The applicable payment period can be selected or date range to display the bank file records associated with the selected payroll transactions.
For reports that use a monthly filter, users can select the applicable month to display the corresponding records. The available filter values and exact date controls may vary depending on the report.
Download Bank Files Report
To download the Bank Files Report, users can simply click on the button found in the Preview Report modal.
Year-to-Date
Introduction to Year-to-Date
The Year-to-Date report provides a cumulative view of employee payroll information from the beginning of the calendar year through the selected reporting period. It helps HR and payroll users review year-to-date compensation, deductions, taxes, and other payroll information for reporting and reconciliation.
The page can be accessed through the Reports Submodule within the Human Resources Module and click on "Year-to-Date". Once redirected, the available features can be used to review, filter, and download the report.
Year-to-Date Features
Below is a summary of the main features of the Year-to-Date page.
Year-to-Date Summary Table
The summary table presents a list of Payout Dates with the following columns:
- Employee No.
- Employee Name
- Basic Pay
- Taxable Compensation Income
- Non-Taxable Compensation Income
- Withholding Tax
- SSS Loans
- Pag-IBIG Loans
- Employee Loans
- Reimbursements
- SSSER
- PHER
- HMDFER
- Net Pay
Filter by Month/Year
The applicable year or reporting period can be selected to view cumulative payroll information through the selected period.
For reports that use a monthly filter, users can select the applicable month to display the corresponding records. The available filter values and exact date controls may vary depending on the report.
Download Year-to-Date Report
To download the Year-to-Date Report, users can simply click on the button found in the Preview Report modal.