Payboy Q&A

With our Payroll report generation function, you have the ultimate flexibility and choice to decide what kind of data you wish to export for referencing or auditing purposes ​ Here are some examples of how you can customize and filter the data to be included or excluded in your reports:

Salary, pay items, claims, and CPF contributions

Organizations, departments, and positions&nbsp;

Start and end dates for the report to be generated

- Salary, pay items, claims, and CPF contributions
- Organizations, departments, and positions&nbsp;
- Start and end dates for the report to be generated

___________________________________________________________

How to generate a Payroll Report (Default Template)

From the side menu, head to Reports &gt; Payrolls

- From the side menu, head to Reports &gt; Payrolls

The default report template will include all fields of data. The following is a list of all the data that can be included:

- The default report template will include all fields of data. The following is a list of all the data that can be included:

Indicate the Start and End date for the report

- Indicate the Start and End date for the report

or choose the Payroll number generated instead

- or choose the Payroll number generated instead

You can choose to Filter the data further according to Organisations, Departments, Positions, and Employees, Pay Items, Claim Types, Payment Methods, Employee Tags, Cost Centres, and also Employee Groups.

- You can choose to Filter the data further according to Organisations, Departments, Positions, and Employees, Pay Items, Claim Types, Payment Methods, Employee Tags, Cost Centres, and also Employee Groups.

Lastly, under the Sort tab, you can decide which field the data is sorted by (e.g. alphabetical order for names, or in order of quantity for gross salary)

- Lastly, under the Sort tab, you can decide which field the data is sorted by (e.g. alphabetical order for names, or in order of quantity for gross salary)

Click View Summary Page to see a detailed breakdown of the data within the Payboy webpage

Alternatively, you can choose to click Generate Excel Report to download all the data in an Excel file

- Click View Summary Page to see a detailed breakdown of the data within the Payboy webpage
- Alternatively, you can choose to click Generate Excel Report to download all the data in an Excel file

Changing or creating new Report Templates

If you would like to edit which data fields show up in the report, you can choose to Create a new Payrolls report template

- If you would like to edit which data fields show up in the report, you can choose to Create a new Payrolls report template

Indicate the Name of the payroll report template

You can drag and drop fields to be included or excluded in the report ​(Note: The order in which the fields are dragged will determine how the columns will be arranged in the generated Excel report)

Then, you will be able to choose the created Report Template accordingly:

- Indicate the Name of the payroll report template
- You can drag and drop fields to be included or excluded in the report ​(Note: The order in which the fields are dragged will determine how the columns will be arranged in the generated Excel report)
- Click Submit to save the changes
- Then, you will be able to choose the created Report Template accordingly:

Feel free to contact us if you face any difficulties through the support chat icon on the bottom right of the screen or email <a href="mailto:support@payboy.biz" rel="nofollow noopener noreferrer" target="_blank">support@payboy.biz</a>. We will get back to you within 3 working days.