Reports are powerful tools that help us better understand what's happening in our business. However, they're only helpful if you understand the report information and how to use it.
We know reporting is vital in managing payroll, so Humi has seven handy payroll reports available so you can explore and get the most out of your data.
In Reporting under the Payroll tab, you'll find these reports:
- Payroll Register
- Year-to-date Report
- Remittance Report
- Journal Entry Report
- Benefits Report
- PIER Analysis
- T4 Preview Report
- Employer Payroll Tax Report
- Workers' Compensation Report
This article will explain each payroll report and how to filter and export the information.
How to use Payroll Reports
To get started, go to Reporting, and click on Payroll. Have a look through the dropdowns below to learn about each available report.
The Payroll Register report is an itemized report of your employees' earnings, deductions, contributions and reimbursements, which can be exported as a PDF or Excel file.
You'll also find the Company Payroll Register here, which displays the total amount paid by your company.
You can filter the report and "edit the date range" by annual, quarter, month, or per pay period.
By default, the Payroll Register report will only include paid or pending payrolls.
Once your filters are in place, select the "Export" button and select the file format you prefer from the dropdown menu.
We recommend that you review the Payroll Register report before each payroll run so that you can reduce the chance of errors. Also, this report helps you to confirm that all changes are reflected in the live payroll as intended.
Note
"Off-Cycle Payrolls" don't have individual registers; instead, they're included in the regular payroll register that contains the "Off-Cycle" pay date.
This report is a running total of all earnings and deductions, as well as adjustments, split up by the year, employee, line item type, and pay periods for the current year to the date you are viewing it.
You can export the data into an excel file by clicking the "Export Excel" button on the top right corner.
Like the Payroll Register, you can edit the report's date range by annual, quarter, month, or per pay period.
This report also includes the historical YTD payroll data that was imported into Humi during your Onboarding.
The Remittance Report displays all statutory remittance records for each pay period and when they're due such as:
- CPP
- EI
- Income tax
You can filter and edit the report's date range by annual, quarter, month, or per pay period.
If you would like to export the data into an excel file, you can click the "Export Excel" button on the top right corner.
Based on your company's remittance frequency, we recommend reviewing this report periodically to confirm that the remittances are always sent on time.
Note
In cases where payrolls are run past the remittance due date or if you have elected to submit remittance on your own, the remittance transactions are not processed through Humi and will not appear on the report.
On this page, you can:
- Filter the reports based on pay period, month, quarter, and year
- Assign General Ledger (GL) codes to income types in "Report Settings"
- Assign department codes and create department-specific reports with GL codes in "Report Settings"
- Export reports as CSV, Excel, and PDF files by clicking the "Export" button on the top right corner
This is an excellent report to share with your accountant!
This is a detailed report of employee benefits processed each pay period.
Under the Company tab, you'll find the total sum that the company has paid for benefits.
You can filter and edit the report's date range by annual, quarter, month, or per pay period.
You can export the data into an Excel or CSV file by clicking the "Export" button on the top right corner.
- Employee CPP
- Employer CPP
- Employee EI
- Employer EI
You can see a discrepancy if there's an amount other than zero in any of the "variance" fields.
You can filter and edit the report's date range by year using the Filter button in the top right corner. You can also export this report to CSV using the "Export CSV" button in the top right corner.
The T4 Preview Report allows you to generate a box-by-box preview of your T4s, broken down by each employee.
It's designed to help you quickly review where earning codes are mapped and check for accuracy.
Do this before you generate your T4s to avoid mistakes and time-consuming T4 Amendments.
You can filter and edit the report's date range by year using the Filter button in the top right corner. You can also export this report to CSV using the "Export CSV" button in the top right corner.
Important Note
Every year in November, the CRA releases T4 Instructions. The "T4 Preview Report" uses the most current instructions to populate data.
For example, if you wanted to run a "T4 Preview Report" for the 2022 calendar year in March 2022, the "T4 Preview Report" will use the 2021 T4 Instructions to build the report because the CRA will not release T4 Instructions until November 2022.
The Employer Payroll Tax Report provides a clear breakdown by pay period of factors affecting the provincial tax calculations, including the taxable dollars, the exemption applied for your business, the tax rate used, and the total owing.
This report will calculate the following taxes, depending on where your employees work.
- Employer Health Tax (EHT) in Ontario and BC
- Health and Post Secondary Education Tax Levy (HE Levy) in Manitoba
- Health and Post Secondary Education Tax (HAPSET) in Newfoundland
Important Note
Please be aware that Humi will only support one Employer Payroll Tax province at a time.
If you need to create a custom EPT exemption, simply reach out to our support team.
The Workers' Compensation Report provides a clear breakdown of important details in your Workers' Compensation Calculations. Check out the table below to learn about the information included in each field.
| Jurisdiction |
This is the jurisdiction in which the employee worked. If the employee works in more than one province in the year, they will have more than one row in the report. |
| Total Workers’ Comp Assessable |
This is a total of the employee's earnings that are considered “assessable” by the jurisdiction |
| Workers’ Comp Assessable |
This is a total of the employee's earnings that are considered “assessable” by the jurisdiction, up to the maximum assessable earnings threshold set by the jurisdiction. |
| Rate name |
The name set by the user when setting up the Workers’ Compensation rate. |
| Rate |
The rate set by the user when setting up the Workers’ Compensation rate. |
| Premium Calculation |
Is the Workers’ Compensation Assessable value multiplied by the Workers’ Compensation rate. |
| Excess Earnings |
The difference between the Total Workers’ Comp Assessable and the Workers’ Comp Assessable. This will be $0 if the employee does not exceed the maximum assessable earnings threshold set by the jurisdiction. |
How to Filter a Report
Each report has a set of filters that can be applied to target the data you need most. This is most commonly used to specify the date range you'd like to capture in your report. Check out the steps below to learn how to harness this handy tool.
- To filter your data, simply click the Filter button in the top right and apply the desired settings.
- When you're ready, hit Save and your report will be filtered down to the data you requested.
