diff --git a/content/applications/hr/payroll.rst b/content/applications/hr/payroll.rst index d2f87af22b..b98b6d4111 100644 --- a/content/applications/hr/payroll.rst +++ b/content/applications/hr/payroll.rst @@ -501,7 +501,7 @@ form. - :doc:`payroll/payslips` - :doc:`payroll/batches` - :doc:`payroll/commissions` - - :doc:`payroll/reporting` + - :doc:`payroll/payroll_analysis` - :doc:`payroll/headcount` - :doc:`payroll/work_entry_analysis` - :doc:`payroll/payroll_localizations` @@ -517,7 +517,7 @@ form. payroll/payslips payroll/batches payroll/commissions - payroll/reporting + payroll/payroll_analysis payroll/headcount payroll/work_entry_analysis payroll/payroll_localizations diff --git a/content/applications/hr/payroll/payroll_analysis.rst b/content/applications/hr/payroll/payroll_analysis.rst new file mode 100644 index 0000000000..76cfb5fc90 --- /dev/null +++ b/content/applications/hr/payroll/payroll_analysis.rst @@ -0,0 +1,76 @@ +================ +Payroll analysis +================ + +The *Payroll Analysis* report displays the total net wage for the company, for the last 365 days. +This report allows companies to view their payroll costs and identify any trends. + +To view the *Payroll Analysis* report, navigate to :menuselection:`Payroll app --> Reporting --> +Payroll`. + +:guilabel:`Net Wage` is the default metric displayed in the report, but other measures can be +displayed if desired, such as *gross wage* or *days of paid time off*. Click the +:guilabel:`Measures` :icon:`fa-caret-down` button to view a drop-down menu of other metrics to +display. Click on the desired measure to display the results. + +.. image:: payroll_analysis/payroll-report.png + :alt: Payroll overview report showing payroll for the last 365 days. + +.. _payroll_analysis/multiple: + +View multiple metrics +===================== + +It is possible to view multiple metrics at one time by viewing the report in the *pivot table* view. +This can aid management to determine other trends, such as which departments do not take time off, +or which departments have the highest payroll costs. + +.. note:: + **Only one** measure is able to be displayed in the default :icon:`fa-area-chart` + :guilabel:`Graph` view. Multiple measures are **only** possible in the :icon:`oi-view-pivot` + :guilabel:`Pivot` view. + +To display the data in a pivot table, click on the :icon:`oi-view-pivot` :guilabel:`Pivot` button. + +The default information displayed includes the number of payslips (:guilabel:`# Payslip`), the +number of :guilabel:`Days of Paid Time Off` and :guilabel:`Days of Unpaid Time Off`, along with the +:guilabel:`Net Wage` and :guilabel:`Gross Wage`. All the information is organized by department. + +To display more information on the report, click the :guilabel:`Measures` :icon:`fa-caret-down` +button to reveal a drop-down menu. Click on any metric to display it on the pivot table. + +.. image:: payroll_analysis/pivot.png + :alt: Pivot table view with the various metrics on display. + +Use case: comparing payroll costs +================================= + +Managers can compare payroll costs, and determine which departments have raised their payroll costs, +either by hiring more employees, or by raising salaries. + +To compare previous periods of time, first view the *Payroll Analysis* report in a :ref:`pivot table +`. Then, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search +Panel)` icon in the search bar, and click :guilabel:`Start Date` :icon:`fa-caret-down` to reveal a +list of time periods (months, quarters, and years). Click on a desired time period, and a +:icon:`fa-adjust` :guilabel:`Comparison` section appears in the search bar. Click on one of the two +available options, either :guilabel:`Start Date: Previous Period`, or :guilabel:`Start Date: +Previous Year`. + +The report now displays three columns of information for every displayed measure: a column for the +current time period, a column for the previous time period, and a :guilabel:`Variation` column, +which displays the difference between the two time periods in a color-coded percentage (green for +increases, red for decreases.) + +.. example:: + In this example, the data shows an overall increase in the number of payslips. Since the company + pays all employees every two weeks, an increase in the number of payslips (:guilabel:`# + Payslips`) means that more employees were hired, in this example, a 500% increase. + + Additionally, both the :guilabel:`Net Wage` and :guilabel:`Gross Wage` increased. The department + :guilabel:`RD US` showed the largest growth, with both metrics increasing by approximately 350%. + + .. image:: payroll_analysis/comparison.png + :alt: Pivot table view comparing two years of data. + +.. seealso:: + :doc:`../../essentials/reporting` diff --git a/content/applications/hr/payroll/payroll_analysis/comparison.png b/content/applications/hr/payroll/payroll_analysis/comparison.png new file mode 100644 index 0000000000..c85d4a422e Binary files /dev/null and b/content/applications/hr/payroll/payroll_analysis/comparison.png differ diff --git a/content/applications/hr/payroll/reporting/payroll-report.png b/content/applications/hr/payroll/payroll_analysis/payroll-report.png similarity index 100% rename from content/applications/hr/payroll/reporting/payroll-report.png rename to content/applications/hr/payroll/payroll_analysis/payroll-report.png diff --git a/content/applications/hr/payroll/payroll_analysis/pivot.png b/content/applications/hr/payroll/payroll_analysis/pivot.png new file mode 100644 index 0000000000..f7e7595301 Binary files /dev/null and b/content/applications/hr/payroll/payroll_analysis/pivot.png differ diff --git a/content/applications/hr/payroll/reporting.rst b/content/applications/hr/payroll/reporting.rst deleted file mode 100644 index 43771fde26..0000000000 --- a/content/applications/hr/payroll/reporting.rst +++ /dev/null @@ -1,229 +0,0 @@ -========= -Reporting -========= - -The *Reporting* section of the *Payroll* app offers a variety of reports to choose from, organized -by location. - -The *Payroll* report, *Work Entry Analysis* report, and *Salary Attachment Report* are default -reports in the *Payroll* app, and are available for all companies, regardless of location. - -Beneath the three default reports are all localization-based reports, organized by country, in -alphabetical order. These reports contain all the various information for the offered benefits and -local tax laws. - -To view all the available reports for the database, including all the localization-specific ones, -navigate to :menuselection:`Payroll app --> Reporting` to view the available reports in a drop-down -menu. Click on a specific report to view it. - -.. image:: reporting/reports.png - :align: center - :alt: Report dashboard view showing extra reports for Belgium databases. - -If a report is unavailable to a user, an :guilabel:`Invalid Operation` pop-up window appears, -stating: :guilabel:`You must be logged in to a (country) company to use this feature`, where -"(country)" is the specific country the company is configured for. - -Default reports -=============== - -Payroll -------- - -Click on :menuselection:`Payroll app --> Reporting --> Payroll` to display the :guilabel:`Payroll -Analysis` report. This report shows all the payslips generated in the last 365 days, due to the -default :ref:`filter `: `Last 365 Days Payslip`. - -.. image:: reporting/payroll-report.png - :align: center - :alt: Payroll overview report showing payroll for the last 365 days. - -The report can display metrics for a variety of parameters. Click the :guilabel:`Measures` box to -view a drop-down menu with the various metric options to display. The default options available -include: - -- :guilabel:`# Payslip` -- :guilabel:`Basic Wage` -- :guilabel:`Basic Wage for Time Off` -- :guilabel:`Days of Paid Time Off` -- :guilabel:`Days of Unforeseen Absence` -- :guilabel:`Days of Unpaid Time Off` -- :guilabel:`Gross Wage` -- :guilabel:`Net Wage` -- :guilabel:`Number of Days` -- :guilabel:`Number of Hours` -- :guilabel:`Work Days` -- :guilabel:`Work Hours` -- :guilabel:`Count` - -:guilabel:`Net Wage` is the default metric for the :guilabel:`Payroll` report. - -.. image:: reporting/measures.png - :align: center - :alt: The various measures available to display for the Payroll Analysis report. - -Line chart -~~~~~~~~~~ - -A line chart is the default view for the *Payroll* report. If a different view is selected, click -the :guilabel:`Line Chart` button (represented by a :guilabel:`📈 (chart increasing)` icon) in the -menu bar to change the view back to a line chart. - -Several options are available for the line chart. Click the corresponding button to activate the -selection, and change the way the data is presented. These icons appear at the end of the chart -options. The various options are: - -.. _payroll/stacked: - -- :guilabel:`Stacked`: data is presented with each metric in its own line, "stacked" on top of each - other. This helps visualize the distribution and variances between different categories. - -.. _payroll/cumulative: - -- :guilabel:`Cumulative`: data is presented with each metric on an individual line, with the total - amount calculated by combining all the lines. This provides a comprehensive view of the cumulative - data. - -.. _payroll/descending: - -- :guilabel:`Descending`: data is shown with the largest values on the left side of the chart, - gradually decreasing towards the smallest values on the right side, along the x-axis. This - arrangement helps emphasize trends or outliers at the extremes. - -.. _payroll/ascending: - -- :guilabel:`Ascending`: data is presented with the smallest values on the left side of the chart, - increasing towards the largest values on the right side, along the x-axis. This arrangement can be - useful for highlighting progressive growth or trends. - -.. note:: - These options can be combined to create a variety of views. - -.. image:: reporting/line-chart.png - :align: center - :alt: Menu buttons with the line chart called out, along with the other option buttons. - -Bar chart -~~~~~~~~~ - -To display the data in a bar chart, click on the :guilabel:`Bar Chart` button (represented by a -:guilabel:`📊 (bar chart)` icon) in the menu bar. - -Click the :ref:`Stacked ` icon to view the bar chart in a stacked format (where -multiple values appear in each column). :ref:`Cumulative ` bar charts are useful -for visualizing the progression over time or other categories. - -An option to display the columns in :ref:`Descending ` or :ref:`Ascending -` order appears at the end of the options. - -.. image:: reporting/bar-chart.png - :align: center - :alt: Menu buttons with the bar chart called out, along with the other option buttons. - -.. tip:: - Clicking an option enables it. To turn off the option, click it again. When the option is enabled - the icon appears lighter, with a turquoise outline. When it is inactive, it appears gray, with no - outline. - -Pie chart -~~~~~~~~~ - -To display the data in a pie chart, click on the :guilabel:`Pie Chart` button (represented by a -:guilabel:`(pie chart)` icon) in the menu bar. There are no additional options available in this -view. - -.. image:: reporting/pie-chart.png - :align: center - :alt: Menu buttons with the pie chart called out. - -Pivot table -~~~~~~~~~~~ - -To display the data in a pivot table, click on the :guilabel:`Pivot` button (represented by a -:guilabel:`(pivot)` icon) located in the far-right side of the top menu bar. - -The default information displayed includes the number of payslips (:guilabel:`# Payslip`), the -:guilabel:`Net Wage`, the :guilabel:`Gross Wage`, the number of :guilabel:`Days of Paid Time Off`, -and the number of :guilabel:`Days of Unpaid Time Off`. The information is organized by department. - -To display more information on the report, click the :guilabel:`Measures` button to reveal a -drop-down menu. Then, click on any other metric to display it on the pivot table. - -.. image:: reporting/pivot.png - :align: center - :alt: Pivot table view with the various metrics called out. - -To sort the entries by a specific column, such as :guilabel:`Net Wage`, click on the column name -twice. The first click selects the column, and the second click sorts the information in descending -order. - -To export the data in an XLSX format, click the :guilabel:`Download xlsx` button, represented by a -:guilabel:`⬇️ (down arrow above a horizontal bar)` icon, located at the far-right of the available -icons. The information is then downloaded into a spreadsheet. - -.. image:: reporting/xlsx.png - :align: center - :alt: The menu options with the download button highlighted. - -Any report can be inserted into a spreadsheet by clicking the :guilabel:`Insert in Spreadsheet` -button. A :guilabel:`Select a spreadsheet to insert your (type of report)` pop-up window appears, -asking which spreadsheet to place the information in. Select an existing spreadsheet or dashboard, -or select a new :guilabel:`Blank spreadsheet`. Click the :guilabel:`Confirm` button to move to a -spreadsheet view with the report added to it. - -.. image:: reporting/spreadsheet.png - :align: center - :alt: The view of data sent to a spreadsheet. - -.. _payroll/doc-storage: - -.. note:: - If the **Documents** app is **not** installed, the :guilabel:`Insert in Spreadsheet` option - places the newly-created spreadsheet in the **Dashboards** app. - - If the **Documents** application *is* installed, the spreadsheet has the option to be stored in - either the **Dashboards** app or **Documents** app. - -.. _payroll/filters: - -Filters -======= - -At the top of each report, the default filters are shown inside the :guilabel:`Search...` box. - -Click the :guilabel:`⬇️ (down arrow)` icon in the search bar to display the available -:guilabel:`Filters`. Filters show information that match the specific filter parameters. - -.. example:: - The :guilabel:`Work Entries Analysis` report has two default filters, the `Current month:(Month) - (Year)` filter, and the `Validated` filter. - - .. image:: reporting/custom-filter.png - :align: center - :alt: Filters enabled for the Work Entries Analysis report. - - The :guilabel:`Payroll` report has only one default filter, the `Last 365 Days Payslip` filter. - - The :guilabel:`Salary Attachment Report` has only one default filter, the `Payslip End Date: - (Year)` filter. - -All reports can include custom filters, or group information, by different metrics (employee, -department, company, etc.). - -Some reports have the option to compare the current report to the previous time period or year (a -:guilabel:`Comparison` option). - -Click on a parameter to select it and activate it. The report is immediately updated with the new -parameters. - -The updated report can be set as a *favorite* report, meaning the parameters are stored for quick -access in the future. To do that, click :guilabel:`Save the current search`, under the -:guilabel:`Favorites` section, located in the search bar drop-down mega menu of filter options. -Doing so reveals two options and a :guilabel:`Save` button. - -To set the current report as the default configuration when the report is accessed, check the box -next to :guilabel:`Default filter`. If the current report should be accessible to everyone in the -database, check the box next to :guilabel:`Share`. - -Finally, click :guilabel:`Save`, which saves the currently configured report. 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