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HR settings for report sets

In Profit you specify when Profit automatically generates the report set for all employers. Profit can do this following the processing or the approval of the salary processing. Profit only performs these actions if you link a report set to the employer.

When you generate the Journal entries (account) (Profit) report, you can select the fields under Journal entry and RAE. You cannot select them when you print a report set. Instead of this, you specify this in the settings. Profit takes these settings into account when generating the Journal entries (account) (Profit) report in the report set. These settings then also directly apply to the Payments overview (Profit) report.

To maintain the HR settings for report sets:

  1. Go to: HR / Management / Settings.
  2. Go to the tab: Report sets.
  3. Specify whether Profit should automatically print the report sets following the processing and approval.

    You can also print the report sets manually from the Salary processing cockpit.

  4. Select the Journal entry including correction periods check box.

    If you select this check box, Profit uses the Journal entry of main period including correction period(s) setting when generating the report. If you do not select this check box, Profit uses the Journal entry of selected processing line setting.

  5. Select the Journal entry including corrections from preceding periods check box.

    If you select this check box, Profit uses the Journal entries including RAE entries started from this period setting when generating the report. If you do not select this check box, Profit uses the Journal entries of this period only setting.

  6. Click on: OK.

Directly to

  1. Configure a report set
  2. Specify e-mail settings
  3. Add report sets
  4. HR settings for report sets
  5. Set up report sets per employer
  6. Set up deviating report sets in the salary processing plan

Process

Report sets