Reports play a vital role in helping companies analyse performance, monitor HR activities, and make informed decisions. Reports in HRMS are generated automatically using data inserted and stored in the system. Employers can customise report layouts, apply filters, and export reports to support operational and compliance needs. However, the underlying report data itself cannot be modified.  Steps to Generate a Report: 1. Go to Docs > Report. 2. From the Report panel on the left, search for and select the required report template.  3. Apply the relevant filters based on the selected report type: Start Date and End Date – Click the calendar icon to select the year, month, and/or date range. (Applicable for reports such as Detailed Employee, Summarized Employee, Adhoc Payroll Item) Period Selection – Click the calendar icon to select the required month and/or year. (Applicable for reports such as Detailed Employee Turnover, Summarized Employee Turnover, Bank Credit) Tip: For filters requiring both month and year selection, click the header above the month list to change the year first, then select the month. The same applies to filters requiring date, month, and year. iii. Item Selection – Tick the required item(s) from the dropdown list. (Applicable for reports such as Payroll Item, Leave Type, Leave Group)   4. Click Apply to generate and view the report data. 5. Click Advanced Filter to further refine report results. Configure the available options based on the selected report, then click Apply:  i. Filters Join Date / Resign Date – Tick the checkbox, then select the period using the calendar icon.  Department / Employee / Process Type / Item Type / Leave Type –Tick the checkbox, then select from the dropdown list. ii. Report Option (Available for selected reports only, such as Detailed Employee Turnover, Summarized Employee Turnover, Payroll Item, Leave Type, and Leave Group) Group By – Tick the box to group data by Project, Department, or Branch. Sort By –Tick the box to choose to sort data sequence by Employee Code or Employee Name.  The applied filter details will be displayed, and the report data will refresh accordingly. Note: To edit an applied filter, click on the ticked checkbox to unlock it before modifying. Mandatory filters cannot be unticked, but you may change the selection. Steps to Preview and Export the Actual Report:  1. Click Preview to view the final report output.  2. To print or export the report: Click the Printer icon to print the entire report. Click the Print Page icon to print the current page only. Click the Export icon to select a file format (e.g. PDF, DOCX) and download the report. You may click the Settings icon in the right panel to adjust export options. 3. The exported file will be saved to your device’s local folder. Tip: To search within a report, click the search icon. Enter the text, then tick Search. Tick the options below if needed: Match Case – Finds text with exact capitalisation. Match Whole Word Only – Finds only exact word matches, regardless of capitalisation. Written by: Teah Rui Harn (20251216) Reviewed by: Tek Ee Lin (20251217)

Before previewing the final report output, employers can review report data in a tabular preview after clicking Apply. The columns shown in this preview can be customised and exported to Excel without affecting the actual report template or structure.  Steps to Customise Data Columns: 1. Go to Docs > Report.    2. From the Report panel on the left, search for and select the required report template.  3. Apply the relevant filters, then click Apply. (See Report(s)) 4. Click Tools.  5. Select Column Chooser. 6. Tick the columns you want to display, then click Close. 7. The selected columns will appear in the report preview. Steps to Export a Report Data Preview: 1. Click Tools. 2. Select Export to download the report preview data in Excel (.xlsx) format.  3. The exported file will be saved to your device’s local folder. Steps to Customise a Report Template: 1. Click Design.  2. You will be redirected to the report design page. 3. Make the required layout or formatting changes. Written by: Teah Rui Harn (20251217) Reviewed by: Tek Ee Lin (20251222)

After completing payroll processing, employers can generate and send employees’ payslips via Docs > Report.  This method is different from sending payslips directly from the Payroll Process Details page. 1. Send Payslips via Payroll Process If both Payroll Profile and Adhoc Payroll are processed, payslips must be sent separately from each payroll process page. Best suited for releasing payslips immediately after each payroll run. (Refer to Send or Release Payslips) 2. Send Payslips via Report Payslips are finalised and consolidated into a single payslip per employee, which includes all payroll runs (Payroll Profile and Adhoc Payroll) within the selected period. Best used when you want to send a final, combined payslip. Steps to Send Payslips to Employees via Reports: 1. Go to Docs > Report.   2. Select the required Payslip template (e.g. Pay Slip A or Pay Slip B). 3. Select the Year Period using the calendar icon. 4. Click Apply to generate the payslip report. 5. Click Advanced Filters to further refine results, then click Apply (Optional):  Filters: Filter by Process Type, Department, Employee, Branch and/or Project. Report Options: Sort by Employee Name or Code and enter a note if required. 6. Click Tools, then select Send Email. 7. In the Send Email panel:  Customised Report Template – Select a template if you have uploaded one via Report Management. This option appears only when customised templates are available.  Employees – Tick the employees to receive payslips. Remark – Enter an optional remark to be included in the email (Optional). Note: Click the file name to preview the generated payslip. Click the employee’s email address to edit the recipient email if needed. The email is based on the employee’s Personal Info personal email record. (Refer Personal Info) 8. Click Send Email, then click Yes to confirm. 9. The payslips are successfully sent to the employee(s). Steps to Batch Download Generated Payslips: 1. Click Tools, then select Batch Download. 2. The payslips will be saved to your device’s local folder. Written by: Teah Rui Harn (20260116) Reviewed by: Tek Ee Lin (20260120)