Payroll Reports
      Back to home
      1. The HRLocker Help Center
      2. Reports
      3. Payroll Reports

      Creating pay elements for preliminary payroll reports

      preliminary payroll reports, adding pay elements, adding leave, projects, bonuses and benefits to payroll reports, Create Payment IDs in HRLocker

      How to Create Payment IDs in HRLocker

      To properly integrate Payroll reporting with leave types, projects, and employee bonuses or benefits, you will need to create and assign Payment IDs in HRLocker. Here’s a step-by-step guide on how to do this:

      Step 1: Create a Payroll Payment ID

      • Navigate to Payroll Settings:

        • Go to Settings > Offices.
        • In the Office Features dropdown, select Payroll.

      • Add a New Payroll Payment:

        • Click to add a new Payroll Payment.
        • Enter the Payment ID and Name for this payment.

      • Set File Position:

        • Choose a File Position for this Payment ID. Make sure that the position is not already in use.


      Step 2: Assign the Payment ID to a Leave Type

      1. Go to Office Settings - Time Off:

        • Navigate to Office Settings > Time Off.

      2. Edit a Leave Type:

        • Select the leave type you want to edit.

      3. Assign Payroll Payment:

        • Add the newly created Payroll Payment ID to the leave type from the dropdown.

      Step 3: Assign the Payment ID to a Project

      1. Navigate to Time On and Projects:

        • Go to Time On > Projects.

      2. Edit the Project:

        • Select the project you want to include in the payroll report and click Edit.

      3. Enable Payroll Reporting for the Project:

        • Tick the box to include this project in your payroll report.

      4. Assign Payroll Payment ID:

        • Choose the relevant Payment ID from the dropdown.
        • Enter the File Position—this should match the Payment ID you set up in Payroll Settings.

      Note: Since Payroll reports run by office, you should create separate projects and Payment IDs for each office.

      Step 4: Add Bonuses and Benefits to Payroll Reports

      1. Navigate to Comps & Bens:

        • Go to the employee’s Directory and access their Comps & Bens section.

      2. Assign a Payment ID:

        • Choose the Payment ID that corresponds to the bonus or benefit.

      3. Effective Date:

        • Ensure that the Effective Date for the bonus or benefit is within the reporting date range. If it is, the value will be included in the Payroll Report.

      Different Payroll Report Types

      HRLocker provides multiple types of Payroll reports, each requiring different configurations for Basic Hours and Overtime. Ensure that your payroll setup, including Payment IDs and file positions, is configured properly for each specific report type.

      By following these steps, you can effectively set up and manage Payroll Payment IDs in HRLocker, ensuring they are integrated with leave types, projects, and bonuses/benefits.