Here, the three most recent reports provided by SD Worx are shown.

You can also find these reports in the overview of the reports (under the search function on this tab).

You can add, purchase and/or consult the report in both places.
When executing this/these action(s), in Report in the spotlight no extra line will be created.

In the search field, under the header All reports, you can search for a report. You can search on the following criteria:

Note

•You can combine these three search options.

•While filling in the search fields, the reports that meet the criteria will be displayed.

Under the search function, you will get an overview of all reports.
You will also find the Reports in the spotlights in this overview.

The reports are shown in groups by theme.
Example: Master data, Reports on times and dates, Pay details, Customer-specific reports, Fleet management, etc.

Click on the + sign in front of a group in order to view the reports present.  
The reports are sorted alphabetically in a group.

Note

A report that you have created yourself can be found under Customer-specific reports.

Using the search function, you can search using the following criteria:

Comments:

•You can combine these three search options.

•While filling in the search fields, the reports that meet the criteria will be displayed.

General

The level of the section

The type of the section

The sections are used to put together a new report or to edit an existing report.
In a report, if you wish to use a section that is not present in this summary, you can create a new section.

You can only remove a section at Customer level if it is not being used in a report.

1.Go to Reports.

2.Click on Report Library - Report Overview.

3.Click on the + sign (under the search function) in the overview to view all reports under a grouping.

4.Click on the name of the report you wish to consult.

You can add any report from the Report Library to My Reports to be used further.

You can just add reports provided free of charge by SD Worx.

Reports not provided free of charge can only be added by purchasing them.

1.Go to Reports - Report Library.

2.Select the report you want to add.

3.In the My Reports column, click on Add.
An extra line will appear under the report you have added.
In My Reports you can consult the report, edit it, make it a favourite, etc.

You must not add your own report. Your own report will be added automatically in My Reports.

You can add any report from the Report Library to My Reports to be used further.

You can just add reports provided free of charge by SD Worx.

Reports not provided free of charge can only be added by purchasing them.

1.Go to Reports - Report Library.

2.Select the report you want to add and which you have to purchase.

3.In the My Reports column, click on Purchase.

4.Click on Next.

5.Select the file for which you want the amount to be invoiced, check the box on the bottom of the page to agree to the general terms and conditions and click on Confirm.

6.Click on Close.
An extra line will appear under the report you have added. We call this the derivative report.
In My Reports you can consult the report, edit it, make it a favourite, etc.

If you no longer use a report that you have added, you can extract it from My Reports/Report Library.  
The original of a report with SD Worx as owner or of your own report still remains present in the Report Library.
If necessary, the report can be added again later.

The operation Extraction can be executed in both My Reports and in the Report Library.
The result of the action is visible in both My Reports and in the Report Library.

1.Go to Reports - Report library or My Reports.

2.Select the report you want to extract.

3.In the My Reports column, click on Extract.
You have now removed the report from My Reports.
In the Report Library, the report is still present.

4.Go (if necessary) to the Report Library.

5.In the extra line behind, click on the waste-bin if you want to remove the added report from the Report Library.

6.Confirm that you want to remove the report from the Report Library.
An original report with SD Worx as owner still remains present in the Report Library.

To remove a report, you must first extract it from My Reports.
After that, you can remove the report from the Report Library.

You can only remove reports derived from SD Worx reports or your own reports.

You cannot remove original reports provided by SD Worx.

1.Go to Reports - Report Library.

2.Select the report you want to extract from My Reports.

3.In the My Reports column, click on Extract.
You have now removed the report from My Reports.

4.In the extra line behind, click on the waste-bin if you want to remove the added report from the Report Library.

5.Confirm that you want to remove the report from the Report Library.
An original report with SD Worx as owner still remains present in the Report Library.

Important: Making a new report is only available under certain conditions. Consult your Payroll Officer if this is not available and you nevertheless want to make use of it.

When creating a new report, as a starting basis you can choose from:

       A completely new report

       A report based on another report (from the same dossier)

If you are reporting in a section from Master data - Extra fixed data, and the result of this section can be more than one line, as many lines as necessary will added automatically for displaying this section.
Example: You want the name and ages of the children of a contract in a report. You only have to add these fields once to your report. Your report will create as many lines for these sections as the contract has children.  

See also: Editing an existing report.

Important: New section is only available under certain conditions. Consult your Payroll Officer if this is not available and you nevertheless want to make use of it.

In a report, if you wish to use a section that does not exist yet, you will have to create it.
You can only create sections of the type Operation, Tally or Selection .
A section of the type Section cannot be created because it refers to an existing field in Payroll.
These fields are already present in the groupings of Master data.

       Creating an operation

       Creating a tally

1.Go to the Report tab - Report Library. 2.Select New section in the blue bar above. 3.Select Tally in What type of section do you wish to create? 4.Click on Next. 5.Fill in the fields for a new tally. Name Give a clear name to your new tally. If you use the search function on the Report tab - Report library - tab Section Overview, the content of this field will be filtered. Tallying A tally consists of 1 or more lines with pay codes. How can you fill in a line with pay codes? You know the description 1.Use the search function at the back of the field Description click on the magnifying glass. 2.Type in the first field the name of the description (or part of the name). You can also search by level, unit or pay code. 3.Click on Enter or the magnifying glass. 4.Select the field you want to use in your tally. 5.Click OK. The Description and the pay code From and To are filled in. As necessary, modify the icon ! You know the pay code If you know the pay code, you can: •enter the pay code directly in the fields From and To. The field Description will only be filled in if the pay code From is equal to the pay code To. •search the pay code via the search function. 1.Use the search function at the back of the field Description by clicking on the magnifying glass. 2.Type in the fourth field the pay code (or part of the pay code) you are searching for. You can also search by name, level, or unit. 3.Click on Enter or the magnifying glass. 4.Select the field you want to use in your tally. 5.Click OK. 6.The Description and the pay code From and To are filled in. As necessary, modify the icon ! Note •The description cannot be modified. Contact your payroll consultant. •Only pay codes that are present in the monthly calendar will be displayed in the search function in the list of pay codes. •In the pay-code list in the search function you will find pay codes preceded by a T. These T-codes will be translated into ordinary codes when selecting the field. Maximum number of icons Specify the maximum number of icons for the result of the tally (including separation icons and no. of decimals). Number of decimal places Specify the number of decimal places for the result of the tally. Logical Unit Specify the logical unit for the result of the tally. Example: no. of kilometres, no. of days, amount in Euro, percentage, hourly wage, etc. Section group You specify yourself in which grouping on the Report tab - Report library - tab Section Overview your new section will be added. Critical Regardless of whether the field is critical or not, this new field is always visible to everyone in the grouping on the Report tab - Report library - tab Section Overview. Select Yes or No. Yes This new field contains critical information. Example: bonuses, wages, etc. . People with limited reading authorisation may not: •change a field with critical information •consult the content of a report that contains a field with critical information. No This new field contains no critical information and may be used by anyone. 6.Click on Save. Note You can remove a line with pay codes by clicking at the end on .

       Making a new selection

Important:

•Contact your payroll consultant if this is not available and you nevertheless want to make use of it.

•If you edit an existing report, a new version of the report will not be created. The existing report will be overwritten.
See: Creating a report based on another report if you do want a new version of the report.

•In My Reports you can edit a report to a certain extent. You can only edit the visibility of a column. In My Reports, you can't add columns, change groupings, etc.

•In Report you can only edit customer specific reports. You can add columns, change groupings, etc.

1.Go to the Report tab - Report library - tab Report Overview.

2.In the line of the report you wish to edit, click on .
Contact your payroll consultant if this icon is not present and you would still like to edit your customer specific report.

3.On the tab Properties you can change the fields.
Example: The Name, the Description, the Period, the Selection and where you want to export the file to.
See also: More information about Automatic and Manual selection and more information about Exporting files.

4.Go to the tab Columns.

5.You can modify the sections, sorting, grouping, totals, etc. in your report without limitation.
See also: More information about the structure and the layout of the sections in a new report.
Click at the end on if you wish to remove a section.

6.Go to step 9 if you don't want to add any extra sections.
Click on Add if you do want to add any extra sections.

7.Select the sections you want to use in your report.
Use the search function!

8.Click on Add.

9.Click on Save or on Example.
Click on Example if you would like an example of the report. The data are shown as they appear on the screen. They are not saved.
Click on Save if you wish to save the data on your screen and want to overwrite the report.
Click on Save if if you want to save the data on the screen and do not want to overwrite the report. You save the report under another name.