73.1 HR & Payroll Reports Overview

AIUNIFY CRM provides a separate Reports area inside HR & Payroll for users with the applicable report-viewing permission.

Reports help you review payroll information across the records available to your account without replacing the underlying employee, Attendance, Commission, Deduction, Bonus/KPI, Insurance, or Payslip records.

73.2 Opening Reports

1. Open HR & Payroll.
2. Select Reports when it is available to your account.
3. Choose the reporting period or available filter needed for the review.
4. Allow the report to refresh.
5. Review the totals together with the underlying payroll context.

73.3 Reporting Period Filters

The reporting source supports period filtering such as:

• Last month.
• Multi-month periods.
• This month.
• This year.
• Last year.
• A custom date range.

Always identify the selected period before comparing totals. Two otherwise correct reports can differ simply because they cover different dates.

73.4 Reading Report Totals

Report output can calculate and format totals from payroll-related records.

Use totals as a summary of the source records included in the report. If a total appears incorrect, determine which underlying employee or payroll entry contributes to the number.

73.5 Comparing Payroll Components

Payroll review can involve several contributing components, including:

• Employee information.
• Attendance.
• Commission amounts.
• Bonus/KPI amounts.
• Deductions.
• Insurance amounts.
• Payslip results.
• Net Pay and other calculated values presented by the payroll workflow.

73.6 Investigating a Payroll Difference

1. Confirm the report period.
2. Identify the affected employee or total.
3. Open the related source payroll area.
4. Confirm the employee and period.
5. Review the source values.
6. Correct a verified operational error through the source record.
7. Return to the report.
8. Refresh and verify the updated result.

73.7 Reports Are Not Source Records

A report presents information derived from stored records. Changing your interpretation of a report does not change the source payroll information.

When correction is necessary, use the permitted operational workflow for the actual source record.

73.8 Reviewing Before Payslip Closing

Reports can be useful as a broader review step before Payslips for a payroll period are considered complete.

Look for unexpected totals, missing employees, duplicated-looking amounts, or values that differ materially from the supporting business records.

73.9 Reviewing After Payroll Completion

After Payslips have been reviewed and closed, use Reports to confirm that the period reflects the expected aggregate payroll activity.

If a discrepancy is found after completion, investigate the source before changing any closed payroll record.

73.10 Exported or Downloaded Information

If a report or associated payroll file is downloaded through an available workflow, treat it as employee financial information.

Store it securely, confirm who is permitted to receive it, and avoid copying payroll data into unrelated Customer, Lead, Task, or Project records.

73.11 Recommended Review Workflow

1. Select the correct reporting period.
2. Review aggregate payroll totals.
3. Identify unusual values.
4. Trace each issue to its employee source record.
5. Correct only verified operational errors.
6. Refresh the report.
7. Review relevant Payslips.
8. Preserve payroll information securely.

73.12 Best Practices

• Always confirm the report period.
• Use reports for review and analysis.
• Correct source records rather than manipulating conclusions.
• Recheck totals after a correction.
• Respect payroll access boundaries.
• Protect downloaded employee financial information.