How do I print Annual reports?

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Annual Report Summary and Workers Compensation How do I print Annual reports?
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How do I print Annual reports?

For annual reports there is the "General Accumulated Totals" report on the top of the "More Reports" page. When you are in December before going to January, its good to export the workers compensation report for export. This does Jan through to Dec. If you have already moved to January of the next year, you can still print the year report by selecting December and the year before your current year on the Choose pay period form that comes before the Print-Reports page is loaded. You may also make use of the Gross Annual - Details Report. This Report (info found below) is very useful as its an accumulated, ongoing annual summary of important totals you may need. Note: For a good yearly summary, month by month in excel, type the word PAYE in help and look for "Paye Detailed History Report" Note: The actual Excel Export of the Full Summary report will include a Full Detailed-Report with more info than the visible browser report. The Gross Annual - Details Report (info found below) is very useful as its an accumulated, ongoing annual summary of important totals you may need. This will summarize the totals of the important summary pay figures, like Gross and Paye and Napsa for the calendar year selected. Remember to specify which YEAR in the search box and then press search. This report can easily be exported to Excel. Note: In Zambia everything to do with pay is run on a calendar year starting from January to December. Hence if your accounts year end is not in December, you may need to use a combination of 2 yearly summaries. There is also a detailed Tax yearly report that can be exported to excel. Use the "Paye Detailed Report" on the "Main Reports" page. This report can be exported to excel and it will give a yearly summary showing the accumulated figures that the tax is worked out on. To export for the full year, be sure to select the option "Year Total(Excel Only)" in the search box and then press the search button. You may also select the "All months" option. This will be a large export file. However, for a total excel based report of all important pay-detail data, the best is to use the "General Accumulated Totals" Report and export it to Excel. It is a good idea to keep a monthly, excel export of the "Full Summary for Excel Export" found on the top right of the standard "print Reports" page. This is very useful if your year end is not December. If you have not exported the monthly reports to excel, you can do so by simply selecting each month in the drop down selection box before you reach the print page. Note: on the "More Reports" page there is the "Values that Accumulate" report and the there is the "Tax" report which will also do yearly summaries. Gross Annual - Details Report NB Check for both terminated and employed reports as some employees may have worked for only part of the year. On the normal Reports page look under "General-Reports" Section and then select the link for the Gross Annual - Details Report. This report is found just below the link for the Workers Compensation Report. It will export to excel the same information needed for Workers Compensation, but will also include accumulated totals for other helpful values like Basic Wage, Housing, Pay-rates, Gratuity, Terminal Benefits. If you select the Status drop-down search box and select only Terminated or Employed employees, then the export to Excel report will show accumulated totals according to your selection. Eg If you want to see only the totals for Terminated employees during the year.

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