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
- 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.
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 upper right and apply the desired settings.
- When you're ready, hit Save, and your report will be filtered to show only the data you requested.
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, select the year, and edit the date range by annual, quarter, month, or choose a specific 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. Additionally, this report enables you to confirm all changes are reflected in the live payroll as intended.
A note about Off-Cycle Payrolls
Off-Cycle Payrolls don't have individual registers. Instead, they're included in the regular payroll register that contains the "Off-Cycle" pay date.
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 in the upper 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.
This report is a helpful tool for keeping track of all remittances that have been sent or will be sent on your behalf, according to your remittance schedule.
The CRA Remittance Report displays all statutory remittance records for each pay period and when they're due, such as:
- Employer and Employee CPP
- Employer and Employee CPP 2
- Employer and Employee EI
- Income tax
You can filter and edit the report's date range by annual, quarter, month, or per pay period.
If you want to export the data into an Excel file, click the Export Excel button in 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. Learn more about how payroll remittances work here.
Handling CRA Remittances
If payrolls are run past the remittance due date, or if you’ve chosen to handle the remittance yourself, those transactions won’t be processed through Humi or appear on the report.
If Humi didn’t remit for you, the amount in the CRA Remittance column will be blank.
Heads up, this is an important distinction; the cell will be empty, and it will not display the number zero. Learn more about how payroll remittances work here.
This report is a helpful tool for keeping track of all remittances that have been sent or will be sent on your behalf, according to your remittance schedule.
The Revenu Québec Remittance Report displays all statutory remittance records for each pay period and when they're due, such as:
- Employer and Employee QPIP
- Employer and Employee QPP
- Employer and Employee QPP 2
- Employer and Employee 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 in 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. Learn more about how payroll remittances work here.
Handling Remittances
If payrolls are run past the remittance due date, or if you’ve chosen to handle the remittance yourself, those transactions won’t be processed through Humi and won’t show up on the report.
If Humi didn’t remit for you, you’ll notice that the amount in the CRA Remittance column will be blank.
Heads up, this is an important distinction; the cell will be empty, and it will not display the number zero.
Learn more about how payroll remittances work here.
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
- You can assign department codes and create department-specific reports with GL codes in Report Settings. Just a heads up, any codes you enter or update here will only apply moving forward—historical data won’t be affected.
- Export reports as CSV, Excel, and PDF files by clicking the Export button in 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 in the top right corner.
- Employee CPP
- Employer CPP
- Employee CPP 2
- Employer CPP 2
- 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 upper right corner.
The T4 Preview Report allows you to generate a box-by-box preview of your T4s, broken down by each employee.
This report is 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 RL-1 Preview Report allows you to generate a box-by-box preview of your RL-1s, broken down by each employee.
This report is designed to help you quickly review where earning codes are mapped and check for accuracy.
Do this before generating your RL-1s to avoid mistakes and time-consuming RL-1 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 the fall, Revenue Québec releases RL-1 Instructions. The RL-1 Preview Report uses the most current instructions to populate data.
For example, if you want to run an RL-1 Preview Report for the 2022 calendar year in March 2022, the RL-1 Preview Report will use the 2021 RL-1 instructions to build the report because the CRA will not release RL-1 Instructions until November 2022.
The Employer Payroll Tax Report (Per Province) provides a clear breakdown by pay period of factors affecting the provincial employer-paid health tax (EHT/EPT/QHSF) calculations. This includes the taxable dollars, the exemption applied for your business, the tax rate used, and the total owing.
A separate report will be created for each province where your company owes EHT/EPT, depending on where your employees work.
For example:
- British Columbia Employer Health Tax (BC EHT) Report
- Québec Health Services Fund (QHSF) Report
Need a custom exemption?
Humi has programmed in the basic exemptions by default, but if you need to create a custom EHT/EPT/QHSF exemption, simply reach out to our support team.
Are you in the Northwest Territories or Nunavut?
Currently, Humi doesn't calculate EPT/EHT for the Northwest Territories or Nunavut. If you have employees who report to an office in these locations, you’ll need to calculate EHT/EPT manually.
The Workers' Compensation Report provides a clear breakdown of important details in your Workers' Compensation Calculations.
Set Up Employee Rates Before Running Your First Payroll
You need to set up the Workers' Compensation (WC) rates for each employee before running the first payroll of the year to ensure they are calculated correctly.
When the rates are set up for the first time, the system will retroactively calculate the amounts based on the setup. However, once the initial setup is complete, any changes made to the WC rates will only apply to future payrolls and won’t affect historical data.
Setting up these rates in advance is essential to avoid discrepancies and ensure accurate calculations. Learn more about setting up workers' compensation here.
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 |
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. |
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