Reporting FAQs

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Welcome to the Reporting FAQs!

At Humi, we understand that access to accurate reports and data is essential for making strategic decisions and driving growth. This page addresses the most common questions about our Reporting module.

Use this resource for quick insights and troubleshooting tips. Simply click on any question below to find the information you need and gain a deeper understanding of Humi's reporting capabilities.

Can I Create A Custom Report?

Yes, you can create a custom report in Reporting. Just click on the Custom Reports tab and click the + Create Custom Report button in the top right corner. Screenshot 2024-10-07 at 2.10.28 PM.png

Select the information you want included in the report, apply filters and export your report. For step-by-step instructions, check out this article that walks you through the whole process.

Can I Import Employee Data in Bulk?

Yes! We have three data importers you can use to quickly import existing data or change employee data in bulk to save time, energy, and headaches: Screenshot 2024-10-07 at 3.36.38 PM.png

Use the links above to learn how to use each in more detail. 

How Can I Get A Report With Everyone's Information?

You can use our Bulk Data Export tool if you want a detailed report that includes everyone's information.

If you want a customized report on employee information, check out this article, where we explain how to create custom reports

What Payroll Reports are available?

Humi offers a variety of payroll reports designed to give you deeper insights into your financials.

In Reporting under the Payroll tab, you'll find these reports: 

  • Payroll Register
  • Year-to-date Report
  • CRA Remittance Report
  • Revenu Québec Remittance Report
  • Journal Entry Report
  • Benefits Report
  • PIER Analysis
  • T4 Preview Report
  • RL1 Preview Report (QC)
  • Employer Payroll Tax Report (Per Province)
  • Workers' Compensation Report

This article will explain each payroll report and how to filter and export the information. 

Which Reports Can Provide Insights into Our Recruiting Efforts?
What is the PIER Report and How Do I Use It?

The Pensionable and Insurable Earnings (PIER) Analysis Report is a PIER report. This report will help you quickly identify any potential discrepancies in:

  • Employee CPP
  • Employer CPP
  • Employee EI
  • Employer EI
We recommend reviewing this before generating your employee T4s to ensure your business won't receive a Pensionable and Insurable Earnings Review (PIER) from the CRA.
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