How to Download & Customize Payroll Reports for a Specific Date Range

This guide provides step-by-step instructions on selecting payroll centers, date ranges, and data filters to generate accurate payroll records.

Steps to Download Payroll Reports for a Custom Date Range

1. Access the Reports Section

   • Navigate to HR Lounge > Reports.
     
   • Search for Company Payroll Report and click Create.
     

2. Select Payroll Report Settings

   • Choose the Payroll Center (if multiple centers exist).
   • Select Mode:
     • Choose Range and select the desired month range.
   • Pick a Cycle (individual or combined payroll cycles).
   • Set Granularity (whether to display employees only or include departments).
     

3. Customize the Report Using Fields & Filters

   • Go to Fields & Filters to select the data to include.

   • Example Customization Options:

     • Include Employee EPF: Tick the checkbox under Payroll Employee Contributions.
     • Exclude Employee EPF: Untick the checkbox.
     • Filter by Office:
       • Go to Employment Details > Click + Add Filter under Office.
       • Select the specific office name to include in the report.
         

4. Export the Payroll Report

   • Click Export Report to generate the report.
   • Available formats: CSV, Excel, PDF.

Need Assistance?

If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.