Raports available to Payroll Admin role.


This article decribes rapports available for Excel export from the Payroll Admin role. Hence, rapports not configured for payroll system integration:

  1. Export page (create your customized rapport) 
  2. Payroll to Excel page (export a pre-configured rapport to Excel)
  3. Payroll system integration page (export a pre-configured rapport to Excel using the payroll system page)
  4.  Excel API (setup integration to your Excel or PowerBI)





1. EXPORT page

Click: Payroll Admin > Export

From this page you will be able to export all event types from BitaBIZ. 


Guide to create a rapport:

  1. Select a period (from - to date)  
  2. Select the event types you will like to add to the rapport 
  3. Click show result 
  4. Add a filter from free text: department, salary agreement name, employee name or number, etc 
  5. Click "Copy" or "Excel" to export the report

Please note: 

  • only approved registrations are added to export. 
  • registrations from inactive and active users are added. 
  • if you add workhours per day to employee salary agreements both days and hours are counted.
  • registration periods are split per day. 





2. Payroll to Excel page

Click: Payroll Admin > Payroll to Excel

From this page you will be able select between different rapports with SUM per employee calculated:


Guide to create a rapport:

  1. Select a rapport   
  2. Select a periode (from and to date)  
  3. Click show result 
  4. Click "Export to Excel

Please note: 

Regarding the rapports "...with and without salary (SUM): The rapports will calculate if vacationdays are earned with salary or if they are without salary:





3. Payroll system integration page

Would you like to use the funktionality of the export page designed for direct export for payroll systems? But will like to export the rapport to Excel not a payroll system?


Click: Payroll Admin > Payroll system integration 

  1. Select the rapport (payroll system) "General export"
  2. Select the salary agreements you will like to add to the rapport. 
  3. Click "Show results"
  4. Export til Excel





4. Excel API


BitaBIZ can automatically update your Excel or PowerBI. Insert your pre-configured Excel/ PowerBI API key to your Excel and data will be delivered or updated in real time. 

Would you like to learn more about this? Click here!

Or follow this video guide from Microsoft!

 

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