PR - Rate Audit Report
Rate Audit Report Overview
This is an audit style report that searches through the transaction history and highlights instances of a change to an employee's rate of pay when compared to the previous pay period. The change could be a result of either:
- The rate being manually entered within the pay run.
- As a result of the rate being changed on the employee's position.
- As a result of an employee changing position.
The report may be used to:
- Identify changes that have occurred within a particular pay run.
- Identify changes that have occurred during a date range.
This report/export has extensive options that can be selected at run-time. These selections can be saved as your own report 'Configuration' profiles. A report 'Configuration' that you create can't be accessed by another user and vice versa. This is because each 'Configuration' is dependent on the individual user's security permissions that determine the fields that can be included.
To use a previously saved report configuration, select it from the 'Use a Previously Saved Configuration' picklist and click 'Next'.
The 'Use a previously saved configuration' picklist will only be available if a saved configuration exists.
To create a new configuration, click the 'Next' button without selecting an option from the 'Use a Previously Saved Configuration' picklist.
Enter your runtime options for the program.
To save the runtime options that you have entered as a re-usable report configuration, enter a meaningful description into the 'Save this Configuration as' field on the 'Process' or 'Print' tab.
You can delete a report configuration by selecting it from the picklist, clicking the 'Next' button, and then clicking the 'Delete' option.
You can modify an existing configuration by selecting it, making the necessary changes to the run-time options, then clicking 'GO' on the 'Process' or 'Print' tab. You need to ensure the 'Save this Configuration as' field is populated with the report configuration name. This field is populated automatically when an existing configuration is selected.
General/Payroll Details/Transaction Searching Tabs
The report can be run using various selection options (filters) that are available on the 'General', 'Payroll Details' and 'Transaction Searching' tabs.
Enter your 'Search Criteria' into these tabs to filter the data produced in the report.
Important!
To run this report without any filters will result in reasonably meaningless data being returned. It should be run to identify rate changes for specific purposes.
For example:
- Changes relating to 'Ordinary Pay' (use the 'Paycode' field on the 'Transaction Searching' tab).
- Changes relating to 'Earnings' (use the 'Paycode Group' field on the 'Transaction Searching' tab).
- Changes that have been manually entered (use the 'Earnings' field on the 'Transaction Searching' tab).
The date picker 'Calendar' icon displayed in various date fields allows the entry of a date range, e.g. All employees with a start date between 01/07/10 and 30/07/11.
Several fields on the 'General', 'Payroll Details' and 'Transaction Searching' tabs (with an orange drop-down list indicator) allow multiple selections. Holding down the 'Shift' key while clicking on your options permits a range selection, holding down the 'Ctrl' key enables selection of discrete (individual) criterion.
Print Tab
This 'Print' tab allows you to choose the technology that will be used to display the report. The 'Formatting Options' are Adobe PDF® Reader, Microsoft Excel® or Microsoft Word®.
Sorting options are also available on the left side of the screen.
The right side of the screen enables selection of a range of formatting options specific to your choice of the technology used. These options include: 'Show Table Borders' and 'Alternate Row Colours'.
The 'Alternate Row Colours' option significantly improves the readability of the report.
Both of these options are available in Adobe® Reader (Portable Document Format) and Microsoft Word®. Microsoft Excel® includes neither of these options.
Important!
You will only be able to run the report for payrolls to which you have been granted access. The 'Payroll Number' drop-down list on the 'Payroll Details' tab will only display the payrolls to which you have been granted access.
| Other fields that require further explanation | |
|---|---|
Report on All Rates | When this option is selected, the report will print the rate for the first pay run within the date range entered on the 'Transaction Searching' tab for each employee. It will then print another line for each subsequent rate change that occurred during the date range. Therefore, an employee who had a rate change will have two (or more) lines. |
Report on Rate Changes Only | When this option is selected, the report will only include employees who have had a rate change during the date range entered on the 'Transaction Searching' tab. |
Print User, Entry Date and Source | By default, the report will include 'User ID', 'Entry Date' and 'Source'. Uncheck this radio button to remove these columns from your report. |
Click the 'GO' button to generate your report.