Overview of Reports

When would I use this?

When you need to access information about your employees quickly and easily, the Employee Organiser provides you with a number of helpful reports that cover everything from employee profile information to compensation information to information on new and terminated employees. There are 2 types of reports: Employee Summary reports, accessible from the Employee Summary link include:

Employee Profile Company Compensation Review	Employee Compensation History Year-to-Date Payroll Summary
Additionally, four extra QuickBooks List Reports are available, accessible from the Reports menu under Employees and Payroll:
Emergency Contact List Paid Time Off List	New Hire List Terminated Employee List

Employee Profile Report Use when you need a quick overview of all of an employee's personal, employment and payroll information in an easy-to-read format. Run on an individual employee, it can be viewed on-screen or printed.

Employee Compensation History Use when you need to review the history of an employee's pay rates and increases as well as the current pay rate. The data on this report is sorted by effective date, descending. Run on an individual employee, this report can be viewed on screen, printed or exported to Excel.

Year-to-Date Payroll Summary Use when you need to review how much you've paid employees on a quarterly and year-to-date basis. The data on this report is sorted alphabetically by employee last name, first name and middle initial. Run on a company level for all employees, this report can be viewed on screen, printed or exported to Excel.

Company Compensation Review Use when you want to quickly review or compare the pay rates and increases for all employees. Run on a company level for all employees, this report can be viewed on screen, printed or exported to Excel.

Emergency Contact List List report in QuickBooks under Reports menu - Employees and Payroll. Use when you need to quickly access emergency contact information for employees. Data on this report is sorted alphabetically by employee last name, employee first name and employee middle initial.

Paid Time Off List List report in QuickBooks under Reports menu - Employees and Payroll. Use when you need to review how much sick and vacation time employees have used and accrued.

New Hire List List report in QuickBooks under Reports menu - Employees and Payroll. Use when you need to report on all employees hired within a specified time period.

Terminated Employees List List report in QuickBooks under Reports menu - Employees and Payroll. Use when you need to report on the employees terminated within a specified time period and need to review details of the terminations.

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