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Payroll Extracts

    The Payroll Extract option allows you to extract information from the system so that this data can be imported into other programs, such as payroll extracts, Lotus 123, Excel, etc.

     

     

    Printing a Current Payroll Extract

    To print a Payroll extract, proceed as follows:

    1. Select Export to Payroll from the File toolbar option menu. The Available Payroll Extracts window will then be displayed.


    Payroll_Reports-1.png


    The options available include:

    • Available Payroll Extracts List. This list is a list of all Payroll Extracts that can be printed.

    • View Archived Payrolls. This check box is used to be able to view all the system Payroll Extracts that are archived and not available for printing (refer to Changing a Payroll Extracts Parameters for more information)

    • Change button. This button is used to change the parameters of a selected Payroll Extract.

    • Print button. This button is used to print a selected and highlighted Payroll Extract.

    • Close button. Used to close the window.

    1. Select the payroll to be printed and then click on the Print button.

     

    1. When the Reports Option window is displayed, select the required print options.
       

    Payroll_Reports-2.png


    The options available are:

    1. Send to. Using the select buttons, select the output device that is to be used for printing the Payroll. 
    • Printer.  If selected the address of the default printer will be displayed or by using the Printer select button, an alternative printer can be selected. The Landscape tick box is used if the printer is set for landscape printing.
    • File (and screen).  If selected the payroll will be saved as a file and will also be displayed on the screen. Use the File select button to select the directory where the file is to be saved and also the file name.
    • E-Mail.  If selected the payroll extract will be sent attached to an e-mail addressed to an e-mail recipient.
    • Screen.  If selected the payroll extract will only be displayed on the screen.

      Note: TNA Lite does not have the E-Mail option.
    1. Format.  The report, when saved as a file, can be saved as a Text or PDF file.
    2. Date Options. Depending on the Payroll type to be extracted, different date options are required.
    3. Select Employees. Using this button enables you to print a report for a selected group of employees.
    4. Select One Employee. Using this button enables you to generate a report for a particular employee.

     

    1. Depending on the type of payroll selected for printing, additional options can be displayed and can be included in the payroll by selecting them.

     

    1. Once the required options have been selected, click on the Start button. As the payroll is processed, a progress window will be displayed.

     

    1. Once completed, the payroll will be printed, saved to disk and/or displayed on the screen depending on the Print To selection.

     Adding a Payroll Extract to the Available List

    To add a Payroll Extract to the Available Payroll Extracts List, proceed as follows:

    1. Select  the Exports to Payroll icon on the toolbar menu. The List of Available Payroll Extracts window will then be displayed.

     

    1. Click on the View Archive Reports tick box and select it (must show a tick mark). Once selected, a list of all the available payroll extracts will be displayed.

     

    1. Select and highlight the payroll extract to be added to the Available Payroll Extracts List and then click on the Change button. The Update Default Report Parameters window will then be displayed.


    Payroll_Reports-3.png
     

    1. Select the General option and set the Archive tick box to be unselected (no tick mark to be displayed).

    Remove a Report from the Available Reports List

    To remove a report from the Available Reports List, proceed as follows:

    1. Select  the Exports to Payroll icon on the toolbar menu. The Available Payroll Extracts window will then be displayed.

     

    1. Select and highlight the payroll extract to be removed from the available list and then click on the Change button. The Update Default Report Parameters window will then be displayed.

     

    1. Select the General option and set the Archive tick box to be selected (tick mark to be displayed).

     

    1. Select Ok to remove the selected payroll extraction from the Available Payroll Extractions List.

     

     

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    Page last modified 15:43, 14 Jul 2014 by cay-lynne CS Time/TNA Documents > Reports > Payroll Extracts

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