Payroll Reports Guide

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

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

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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.

Payroll Register

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.

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You can filter the report and "edit the date range" by annual, quarter, month, or per pay period.Screen_Shot_2021-12-17_at_4.04.26_PM.png

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.

Year-to-Date (YTD) Report
The YTD Report is essentially a payroll snapshot that displays your company's YTD amounts. As a result, it's a report best suited for quickly isolating granular payroll details about specific payroll periods.

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.

Remittance Report
This report is a helpful tool to keep track of all remittances that have or will be sent on your behalf, according to your remittance schedule.

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.

Journal Entry Report
With the Journal Entry Report, you can export your payroll history with just one click.

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!

Benefits Report

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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.

PIER Analysis
PIER stands for Pensionable and Insurable Earnings Review (PIER). This report will help you identify any potential discrepancies in the following:
  • Employee CPP
  • Employer CPP
  • Employee EI
  • Employer EI

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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.

T4 Preview Report

The T4 Preview Report allows you to generate a box-by-box preview of your T4s, broken down by each employee.

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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.

Employer Payroll Tax Report

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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.

  Discover More About Payroll

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