New HR Records

Use this report to list all the employee records created between the dates you specify. The default From (Start Date) and To (End Date) dates on pages 2 and 3 of the wizard are the start and end dates of the current tax period for the template you select on page 1 of the wizard. You can change these dates.
This report differs from New Employee Listing, which checks the official employment start date from the HR record. This report checks the date on which the HR record was created in the system, which frequently is not the official start date and is often in a different tax period and hence the need for this report.
The reference, name and date of creation are listed for each employee that satisfies the selection criteria.

To produce the report:

  1. In Payroll Template on the Payroll Report Selection Wizard (200) window, select the template from the drop-down list, and click Next.
  2. On page 2, in From (Start Date), type or select the start date for the report, and click Next.
  3. On page 3, in To (End Date), type or select the end date for the report, and click Run. The Report Confirmation (74) window is displayed.
  4. In Report Output, click one of the following:
    • Grid View, to display the report data in the grid. The Report Data Preview window is displayed. You can arrange the data in the grid by moving columns, and sorting and grouping data.
    • Report View, to display the data in a report. Default Format is the only option. You can set the report location, the folder in which the report templates are kept. You can use this as the central location for all reports.
    • Export to File, to save the data in a file.
  5. Under Report Headings, in Report Title, you can change the default report title by typing a different title. In Header Line 13, you can change the header line text or accept the defaults.
  6. Under Printer Options, click Portrait for a vertical orientation for the report, or cick Landscape for a horizontal orientation.
  7. Click OK to generate the report. If you select a report view in step 4, the report is displayed, and the report title, date, time, and page number is shown in the footer of the report. User and Company details are also shown in the report.