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Summary

How to generate, configure, preview, and email.

Category

Knowledge Base Article

Keywords

Payroll, Payslip

This article outlines essential information on the payslip report, including how to generate and preview it, configure settings, and send it via email.

Introduction

This article details two distinct payslip categories:

  • The in-built type, which comes integrated within the software from the initial installation package;

  • The customized type, requiring separate upload and configuration;

Each category of payslip is produced through different methods and from various sections within the system.

We will guide you through both payslip varieties and their respective generation processes.

Contents

Table of Contents
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In-built payslip

How to generate

The payslip can be generated from the Payroll > Current/Historical Period Reports > Payslip.

How to configure

The following configuration options are available for the in-built payslip report:

Expand
titlePayslip Laser Layout

  • Crew Selection - This involves choosing the crew members for whom you are generating the report, based on the individuals currently listed in the Crew List.

  • Output - This pertains to how the payslip is generated, with three available methods: email, preview, and distribution (into Enclosed files), as well as a combined option for both email and distribution.

  • Display Sign-on date - Activating this feature will add a sign-on date field to the payslip for additional clarity.

  • Print Persons with no wages too - When activated, this option ensures the report also covers crew members who haven't received any payments.

  • Employer Name and Number from Current Org unit - Enabling this feature fetches the employer's name and number from the organization unit currently in use, diverging from the default method of obtaining them from the payment entries themselves.

  • Comment Text - When enabled, a common text, as defined under Organization properties > Report > Payslip, is displayed on the payslip.

  • Signature - Upon activation, a signature field is appended to the payslip for authentication.

  • Excluded Domestic Country Code - When enabled, individuals with specific Domestic Country Codes are omitted from the payslip.

  • Show Comments - Activating this feature adds a comments column from each payment entry onto the payslip for detailed insights.

  • Include Leave Days Account - When enabled, it incorporates a section for leave days within the current month on the payslip.

  • Include Expiry Information - Activates a section on the payslip that details any expiring documents, enhancing compliance visibility.

  • Print Payment Date Instead of Today's Date - When enabled, the payslip uses the payment date from Organization properties > Periods instead of the current date, for accuracy.

  • Print SRC number on Pay Slip - When enabled, the SRC number from Personal Details is included on the payslip for identification purposes.

  • Do Not Print Alternative PIN - Activating this option prevents the Alternative PIN field from being displayed on the payslip.

  • Show Accumulator Movement - When enabled, it displays detailed Accumulator Movement for historical, current period, and Year-To-Date totals. When disabled, only the current balance is shown.

  • Not Show User Defined Field - This option, when added, will exclude user-defined fields from the report.

  • Show Period Name - When enabled, the report includes the Period Name from Organization properties > Periods for better time frame reference.

  • Collapse Activities with the same code - When enabled, activities with identical codes are merged for a streamlined report.

  • Collapse Entry Codes with the same code and comments - Activating this feature consolidates entries with identical codes and comments into a single line for simplicity.

  • Show Activity Comment - When enabled, comments related to each activity are included on the payslip for additional context.

  • Show Currency Rate - Activating this will display the currency exchange rate on the payslip, useful for international crews.

  • Order By - This setting determines the sequence in which the payslips are generated for a batch of crew, optimizing report organization.

  • Print Review - This feature allows for the addition of further filters to the payslip report, such as Watermark and Entry Codes filter, for enhanced customization.

Expand
titlePayslip Laser Layout by Employer

  • Crew Selection - This involves choosing the crew members for whom you are generating the report, based on the individuals currently listed in the Crew List.

  • Output - This pertains to how the payslip is generated, with three available methods: email, preview, and distribution (into Enclosed files), as well as a combined option for both email and distribution.

  • Display Sign-on date - Activating this feature will add a sign-on date field to the payslip for additional clarity.

  • Print Persons with no wages too - When activated, this option ensures the report also covers crew members who haven't received any payments.

  • Employer Name and Number from Current Org unit - Enabling this feature fetches the employer's name and number from the organization unit currently in use, diverging from the default method of obtaining them from the payment entries themselves.

  • Comment Text - When enabled, a common text, as defined under Organization properties > Report > Payslip, is displayed on the payslip.

  • Signature - Upon activation, a signature field is appended to the payslip for authentication.

  • Excluded Domestic Country Code - When enabled, individuals with specific Domestic Country Codes are omitted from the payslip.

  • Show Comments - Activating this feature adds a comments column from each payment entry onto the payslip for detailed insights.

  • Include Leave Days Account - When enabled, it incorporates a section for leave days within the current month on the payslip.

  • Include Expiry Information - Activates a section on the payslip that details any expiring documents, enhancing compliance visibility.

  • Print Payment Date Instead of Today's Date - When enabled, the payslip uses the payment date from Organization properties > Periods instead of the current date, for accuracy.

  • Print SRC number on Pay Slip - When enabled, the SRC number from Personal Details is included on the payslip for identification purposes.

  • Show Social Security Number - When enabled, the Social Security Number from Personal Details is included on the payslip for identification purposes.

  • Show Accumulators without converting in Payment Cur. - When enabled, it displays detailed Accumulator Movement for historical, current period, and Year-To-Date totals. When disabled, only the current balance is shown. Payroll: Currency and Exchange Rate

  • Order By - This setting determines the sequence in which the payslips are generated for a batch of crew, optimizing report organization.

  • Print Review - This feature allows for the addition of further filters to the payslip report, such as Watermark and Entry Codes filter, for enhanced customization.

How to email

How to email a Payslipthe Payslip (Built-in report)

Customized payslip

How to upload

Before generating the payslip, it must first be uploaded to the system. Follow these steps:

  1. Navigate to General Codes > Report Generator > Customized Report Groups and establish a distinct group specifically for Payslip. Configure it for use within the Employee email module and associate it with the appropriate document code for Payslip. This ensures the payslip is distributed to the Enclosed Documents folder of employees.

  1. Download the payslip file from our web page.
    APM Payslip Laser Layout1
    APM Payslip Laser Layout1 by Employer

  2. Upload it to the Report Generator module under the Payslip folder that we created.

How to configure

The payslip can be generated from the Crew List > E-mail Reports.

But before you generate you need to configure it using the Manage Button.

The setup includes two configuration sections: General and Email.

  • General - In this section, you adjust the report's properties and the appearance of dialogue window settings.

  • Email - In this area, you define the subject line and message content for emails directed to the crew. Utilize a range of placeholders to automatically populate the email with specific details about the crew members.

How to generate

Payslips are created based on the crew members selected from the Crew List that is currently open.

How to email

How to email a Payslip https://rippleops.atlassian.net/wiki/x/AYCQRgE

See also

How to email a Payslipthe Payslip (Built-in report)