Payroll Reports

Generate payroll summaries, export payment data, and analyze compensation trends.

Quick Access

Available Reports

Line Item Report

Accessing the Report

1. Go to HR → Line Item Report (/hr/line-item-report)
2. Select payroll period
3. Choose department or employee
4. Generate detailed breakdown

[Screenshot: line-item-report]

Report Contents

Earnings Line Items

Deductions Line Items

Using the Report

1. Verify payroll accuracy - Check all items before finalizing
2. Audit purposes - Detailed breakdown for auditors
3. Employee queries - Explain payslip components
4. Budget analysis - Understand cost components

Payroll Export

Accessing Export

1. Go to HR → Payroll Export (/hr/payroll-exports)
2. Select payroll period
3. Choose export type
4. Generate file

[Screenshot: payroll-export]

Export Types

Bank File Format

Bank files typically include:

• Employee name
• Bank account number
• Bank code
• Payment amount
• Reference number

Format depends on your organization's bank requirements.

Statutory Submissions

For mandatory submissions:

1. Generate appropriate export
2. Verify employee data
3. Submit to relevant authority
4. Keep confirmation records

Annual Payroll Report

Accessing the Report

1. Go to HR → Annual Payrolls (/hr/annual-payrolls)
2. Select year
3. Choose employee or department
4. View annual summary

[Screenshot: annual-payroll-report]

Report Contents

EA Form Data

Annual report provides data for:

• Form EA (annual remuneration statement)
• Tax filing
• Employee annual statements

LHDN Form E Support

If DOCUMENT_LHDN_FORM_E feature is enabled:

• Generates tax form data
• Supports annual tax filing
• Provides required formats

My Annual Payroll (Employee View)

Accessing Your Report

1. Go to HR → Annual Payroll (/hr/my-annual-payrolls)
2. Select year
3. View your annual compensation summary

[Screenshot: my-annual-payroll]

What You Can See

• Total earnings for the year
• Month-by-month breakdown
• Total deductions
• Tax paid (for tax filing)
• EPF contributions

Report Analysis

For HR Administrators

Common Metrics

Payroll Reconciliation

Monthly Reconciliation Steps

1. Run Line Item Report
2. Verify totals against bank transfers
3. Check statutory contributions match
4. Reconcile deductions with source records
5. Document any discrepancies

Common Reconciliation Items

Exporting Data

Export Options

Exported Data Includes

• All selected line items
• Summary totals
• Period information
• Employee details
• Calculation basis

Common Questions

Q: How do I get data for year-end tax forms?

1. Run Annual Payroll Report
2. Select full year
3. Export data
4. Use for EA form preparation

Q: How do I verify payroll before approval?

1. Run Line Item Report
2. Check all earnings recorded
3. Verify deductions correct
4. Compare to previous period
5. Review any unusual amounts

Q: Where do I find bank file for salary payment?

1. Go to Payroll Export
2. Select Bank File type
3. Choose your bank's format
4. Generate and download

Tips

1. Run reports before approval - Always verify payroll data before finalizing
2. Compare periods - Check against previous months for anomalies
3. Archive exports - Keep copies of all statutory submissions
4. Reconcile monthly - Regular reconciliation prevents year-end issues

See Also

• Payroll Overview
• Attendance Reports
• Payroll Configuration