Set up report sets per employer

For each employer, you specify that Profit should always generate the report sets after the processing and/or approval. This ensures that every time you process wages, you print the correct reports.

Per employer, you specify the supply method of the report sets. Profit can print the report sets and/or send them by e-mail. Another option is to only archive the report sets as dossier item, and to not print them or send them by e-mail.

In a specific period, you can deviate from the report sets that are set by default. You specify this in the properties of the salary processing plan. You can also print the report sets manually, after a processing has taken place.

To set up report sets per employer:

1. Go to: HR / Organisation / Employer.
2. Open the employer’s properties.
3. Go to the tab: Report set.
4. Select the report set you want to generate by default.

   You can only select report sets that are suitable for use in Profit Payroll.

5. In Report set contact person select a contact person.

   By default, Profit sends the report set to the contact person for the employer that you specify on the Contact tab. Profit lists the data of the contact person on the cover page of the report set.

6. Select the supply method for the report set.

   If you send the report set by e-mail, also specify the e-mail settings in the E-mail settings frame. You specify the work e-mail address on the General tab.

   For sending report sets by e-mail, select a template.

   If you want to print multiple copies of each pay slip, specify the number in Number of pay slip copies.

7. Select the Save in client record check box.

   Profit saves the report set in the employer's dossier.

8. Click on: OK.