Launch reports and exports from the Role Center as needed
The SwissSalary Role Center Modern Client gives payroll specialists and reporting roles direct access to the most important reports and interface exports. The actions are grouped by subject so that you can launch and filter reports for the current month and periodic analyses without going through general search.
Prerequisites
- You work in the SwissSalary Role Center Modern Client.
- For many reports, you can alternatively use Search. Open some general reports only from General Reports.
- You know the filter criteria (employees, department, period, and allocation group) and the purpose of the analysis.
- Holding reports require SwissSalary Plus where indicated in this article.
Salary type reports
| Report | Description |
|---|---|
| Salary Summary | Summary of all salary entries by period. |
| Salary Type Overview | Overview of all salary types used, including amounts. |
| Salary Type List A4P | Salary type list in portrait orientation. |
| Salary Type List A4L | Salary type list in landscape orientation. |
Statistics and analyses
| Report | Description |
|---|---|
| Average of Salaries | Average salaries by population. |
| Base Salary | Employees' base salaries. |
| Salaries Statistics | Statistical salary analysis. |
| Evaluation of time | Time analysis, including working time and absences. |
| Salary Change Log | Log of salary changes. |
| Hour Statement | Employee hours report. |
| Employment Statistic - Establishment Census | Establishment census (BESTA). |
Holding and internal charging reports
| Report | Description |
|---|---|
| Salary List Holding | Salary list across multiple companies in a holding. Requires SwissSalary Plus. |
| Salary Summary Holding | Salary summary across multiple companies. |
| Internal Forward Charging | Internal charging between cost centers or companies. |
Absence reports
| Report | Description |
|---|---|
| Absence List A4P | Selected time types in portrait orientation. |
| Absence List A4L | Selected time types in landscape orientation. |
| Absence Overview | Calendar view up to the year ending date. Requires SwissSalary Plus. |
| Absence Quota | Absences relative to scheduled hours, vacation, and holidays. Requires SwissSalary Plus. |
| Vacation List | Entitlement, usage, and the current vacation balance. |
The Absences group also includes Absence Statistics, Absence Detail, Vacation Control List, and Scheduled vs Compensated Hours Difference List. The steps are in Report times, absences, and vacation monthly.
General Reports opens the Report List for additional analyses outside the grouped actions. Which lines appear there depends on tenant data; SwissSalary does not fill the list the same way in every environment.
Launch reports
- Open the SwissSalary Role Center Modern Client.
- In the Reports navigation area, choose the group that you want.
- Choose the report. The request page opens.
- Set the filters that you want (employees, department, period, and allocation group).
- Run the report as a preview, printout, or export.
Tipp
Many reports that aren't grouped directly on the Role Center are available through Search. That doesn't apply to Modify Social Unit and Social Fund Reimbursement Form: open those reports from General Reports. For more information, see Change social fund assignments and create refunds.
Interface exports
In addition to reports, you can also launch interface exports from the Role Center. For detailed instructions, see the articles under Partner interfaces.
Good to know
- If you search for reports only in the grouped Role Center actions and use neither Search nor General Reports, reports needed for the month-end close and ELM checks might be missing.
- If you start Modify Social Unit or Social Fund Reimbursement Form from Search, the reports aren't found.
- If you launch holding reports without a Plus license, the consolidated view isn't available—you manage group payroll runs without complete information.
- If you run the request page without filters for allocation group, department, or period, the analyses become difficult to read and decisions might be based on incorrect data.
- If you confuse an interface export with the related business process, you export raw data instead of following the approved payroll process and risk duplicate submissions.