Payroll Overview
Path: Reports / Payroll Overview
The Payroll Overview page provides an interactive matrix view of payroll data across employees, periods, organizational units, and payroll elements. It supports hierarchical tree views, dynamic attribute columns, charts with multiple scenarios, drill-down to source entries, and export to Excel.
Opening the Page
Navigate to Reports → Payroll Overview or use the search bar (Alt+Q) to find "Payroll Overview".
The page remembers all option settings between sessions (SaveValues), so your last configuration is restored automatically when you reopen it.
Options
The options panel at the top controls how data is calculated and displayed.
| Field | Description | ||
|---|---|---|---|
| Report Code | Mandatory. Select a configured payslip setup code. Each code defines which payroll elements (columns) appear in the matrix and what Excel template is used for export. Managed via Administration → Payslip Setup Codes. | ||
| Period Code From / To | Mandatory. Defines the payroll period range. Select from available payroll periods (monthly). | ||
| Data Source | Choose where amounts are read from: Posted Entries (default) — posted payroll ledger entries; Payroll Documents — unposted payroll documents; Posted Payroll Documents — posted payroll documents. | ||
| Calculation Period Type | Period Code or Wage Period. Determines the period grouping logic. | ||
| Split by Wage Period | When Calculation Period Type = Period Code: shows separate detail rows per wage period for each employee. Mutually exclusive with "Split by Period Code". | ||
| Split by Period Code | When Calculation Period Type = Period Code: shows separate detail rows per period for each employee. Mutually exclusive with "Split by Wage Period". | ||
| Hide Zero Lines | Default: enabled. Hides employees whose amounts are all zero across all relevant columns. | ||
| Group by Org. Unit | Groups employees by organizational unit. Adds subtotal rows per org unit. Shows Org. Unit Code and Org. Unit Name columns. | ||
| Hierarchical Org. Units | Available when "Group by Org. Unit" is enabled. Displays organizational units as a collapsible tree reflecting the parent-child hierarchy. Parent org unit totals include all descendant values (rolled-up subtotals). | ||
| Sort Order | Employee Name — alphabetical by last name, first name, middle name. Employee No. — by employee code. | ||
| Show Type Totals | Shows/hides three summary columns: Earnings Total, Deductions Total, Net Total (Earnings − | Deductions | ). |
| Show Chart | Shows/hides the chart panel below the matrix. |
Filters
| Field | Description |
|---|---|
| Posting Date | Filter entries by posting date range. |
| Payroll Calc Group | Multi-select filter by payroll calculation group(s). |
| Employee No. Filter | Filter to specific employee(s). Supports multi-select lookup. |
| Org. Unit Filter | Filter to specific organizational unit(s). |
Actions
Calculate
Runs the payroll calculation and populates the matrix and chart. All options and filters are applied. You must click Calculate after changing any option or filter.
Export to Excel
Opens the Payslip report (SMA Payslip) with all current parameters pre-filled. The report generates an Excel file based on the configured template. The report includes all data visible in the matrix, including attribute columns.
Additional Filters
Opens an advanced filter builder (FilterPageBuilder) with two sections:
- Employee: Filter by No., First Name, Last Name, Status, Employment Date, Org Unit, Job Title, Payroll Calc Group, Category, Posting Group, Resp. Center.
- Organizational Unit: Filter by Code, Name, Type, Status, Parent Code, Calc Group, Resp. Center.
Applied filters are displayed in the Additional Filters FactBox on the right side of the page.
Attribute Columns
Opens a temporary page for overriding the attribute column configuration for the current session. Changes made here do not affect the persistent setup in the database. The override is cleared when the page is closed or the Report Code is changed.
Matrix
The matrix displays payroll data in a grid:
- Frozen columns (always visible on the left): Employee No., Employee Name
- Attribute columns (up to 10): Dynamic columns showing Employee table fields (e.g., Job Title, Status, Employment Date). Configured per Report Code in Payslip Setup Codes → Attribute Columns.
- Amount columns (up to 100): One column per payroll element defined in the report setup lines. Zero amounts display as blank.
- Type Total columns (optional): Earnings Total, Deductions Total, Net Total.
Row Types
| Row Type | Style | Description |
|---|---|---|
| Detail | Normal | One row per employee (or per employee × period when split is active). |
| Employee Total | Bold | Summary row per employee when period split is active. |
| Org. Unit Total | Bold | Subtotal row per organizational unit. In hierarchical view, parent org unit totals include all descendants. |
| Grand Total | StrongAccent | Final row with totals across all employees. Always present. |
Tree View
When Hierarchical Org. Units is enabled, the matrix uses a tree layout:
- Org unit nodes can be collapsed/expanded by clicking the tree toggle
- Indentation reflects the organizational hierarchy depth
- Parent org unit totals include rolled-up values from all child org units and their employees
Drill-Down
Clicking on any amount cell opens the underlying source entries page:
- Posted Entries → Payroll Ledger Entries page
- Payroll Documents → Payroll Document Lines page
- Posted Payroll Documents → Posted Payroll Document Lines page
The drill-down is filtered based on the row type:
- Detail row: filtered by Employee No. + element + period (uses the row's specific Period Code when split is active, not the full period range)
- Employee Total: filtered by Employee No. + element
- Org. Unit Total: filtered by all employees in that org unit + element
- Grand Total: filtered by element only
Type Total columns (Earnings/Deductions/Net) drill-down filters by the corresponding element type.
Attribute Columns
Attribute columns display additional information about each employee directly in the matrix, such as Job Title, Status, Employment Date, or any other field from the Employee table.
Setup
- Open Administration → Payslip Setup Codes
- Select a report code and click Attribute Columns
- Add rows selecting Employee table fields by their field number
- The Column Caption is automatically resolved from the Employee table field metadata (FlowField)
- Maximum 10 attribute columns per report code
FlowField Support
Attribute columns support Employee table FlowFields. The system automatically detects FlowField-type fields and calls CalcField before reading the value, ensuring calculated values (e.g., aggregated data) display correctly.
Session Overrides
On the Payroll Overview page, use the Attribute Columns action to temporarily change which attributes are displayed. This override:
- Applies only to the current session
- Does not modify the database setup
- Is cleared when you close the page or switch Report Codes
Chart
The chart panel (visible when Show Chart is enabled) provides visual analysis of payroll data with 4 scenarios and 3 measures.
Chart Scenarios
| Scenario | X-Axis | Prerequisite |
|---|---|---|
| By Element | Payroll elements | None — always available |
| By Period | Period codes | Requires Split by Period Code or Split by Wage Period |
| By Org. Unit | Org unit names | Requires Group by Org. Unit |
| By Attribute | Attribute values | Requires configured attribute columns |
Chart Measures (for By Period / By Org. Unit / By Attribute)
| Measure | Description |
|---|---|
| Type Totals | Stacked columns for Earnings + Deductions, line for Net |
| All Columns | Up to 10 payroll elements as separate bar series |
| Selected Columns | Only manually selected elements (via Column Selector) |
Column Selector
For the By Element scenario and Selected Columns measure, use the Column Selector to choose which payroll elements appear on the chart. The selector shows all available columns with checkboxes. Use Mark Selected and Unmark Selected actions to toggle.
Attribute Picker
For the By Attribute scenario, a menu prompts you to select which attribute column to use for grouping on the X-axis.
Chart Drill-Down
Clicking on any data point in the chart opens the source entries page with appropriate filters, similar to matrix drill-down.
Additional Filters FactBox
The right-side FactBox displays a tree view of all currently applied additional filters:
- Level 0: Table name (Employee / Org. Unit)
- Level 1: Individual field filters (e.g., "Status = Active")
Security
Permission Set
All Payroll Overview objects are included in the PayrollCALC permission set. Users need this permission set (or equivalent) to access the functionality.
HR Responsibility Center
The system automatically applies HR Responsibility Center filters. Users only see employees assigned to their authorized responsibility center(s). If no responsibility center is configured for the user, all employees are visible.