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Modify the annual pay slip and the annual employer cost overview

You can format the annual pay slip and the annual overview of employer costs to suit you needs. For this purpose, you make a copy of the default reports.

The procedure for adjusting these reports is different from the default procedure in Profit. This is because of the setup of the underlying Annual pay slip data collection. Both reports are based on this data collection.

The reports include a number of headings, such as Bruto-nettoberekening, Grondslag loon LH and Grondslag loon SV. In the data collection you indicate which heading types and periods you want to show in the report. When you display the report, Profit automatically completes the headings using the correct lines.

Example: Gross-net calculation heading

In the data collection you have specified that this heading should be part of the report. When you display the report, Profit per employee enters the correct lines for this heading. In addition, Profit adds extra lines to the gross-net calculation (capital and in bold) for the gross wage, the net wage and the wage to be paid.

 This has the following consequences for the setup of the report:

  • Headings in the data collection (vertical axis)

    In the data collection you only specify the heading types that should be displayed on the annual pay slip. By default, the heading types already mentioned are on the annual pay slip. You can add the he Selected wage components for control register and All wage components heading types.

    When you display the report, Profit checks which heading types are present in the data collection. Per employee Profit fills the desired headings with the lines (the detail section only shows the line description and the periods to be displayed in the report).

  • Wage summaries (vertical axis)

    An exception applies to the wage summaries heading type. You separately add all required wage summaries to the data collection.

  • Periods (horizontal axis)

    You can include the required periods in the data collection. The default report includes periods 1 to 13, but you can also include periods 14 to 53.

To adjust reports:

  1. Go to: HR / Output / Management / Payroll report.
  2. Select the report.
  3. Click on the action: Copy.
  4. Enter the description.
  5. Click on: Finish.
  6. Click on: Modify (at the bottom of the field list).
  7. Click on: Modify.
  8. Add periods:
    1. Go to the tab: Period.
    2. Click on: New.
    3. Select the period line.
    4. Click on: Finish.
    5. Click on: OK.
    6. Click on: Next.
    7. Add the periods to the Fields in query: list. You can find this under Extra fields.
    8. Click on: Finish.
    9. Add the periods to the layout.
  9. Add heading types:
    1. Go to the tab: Type.
    2. Click on: New.
    3. Select the heading you want to add in Line type.

      If you select the Wage summary heading type, you select the wage summary. Add every wage summary in this way. Every wage summary gets its own Sequence number report.

    4. Complete the Sequence number report field. This sequence number determines the order in which the heading types are shown on the generated report. You can use every sequence number only once.
    5. Click on: Finish.
    6. Click on: OK.
    7. Click on: Next.
    8. Click on: Finish.

See also

Directly to

  1. Configure pay slips
  2. Configure the issue method for pay slips and annual statements
  3. Integration of the salary indicator in AFAS Personal
  4. Preferred settings for pay slips
  5. RAE pay slips
  6. Configure the pay slip language
  7. Pay slip and annual statement sorting
  8. Change the order of wage components on the pay slip
  9. Quantity and Basis on the pay slip
  10. Modify the annual pay slip and the annual employer cost overview
  11. Move AFAS logo on pay slip

Process

Pay slip