Summary

When you run a report, you can split it into specific reports for individual employees. For example, you can split the payslip report to create payslips for each employee. You can then email the split reports from Document View or publish the split reports to Self-Service.

This example explains how to split a payslip report to Document View. These instructions assume that you know how to run a standard PayGlobal report.

You will complete the following procedure:

1. Create a Payslips Folder
2. Set Payslips Folder Security
3. Edit the Employee Pay Slip Report
4. Run the Employee Pay Slip Report
5. Check Document View.

Step 1.

Create a Payslips Folder

You are on the main PayGlobal window.

1. Double-click Document View.

   The Document View window appears.

2. Ensure the root Documents folder is selected.
3. Press Insert.

   PayGlobal creates a new folder.

4. Name the new folder Payslips.
5. Press Esc to exit Document View.

   A Confirm box appears.

6. Press Enter or click Yes to return to the main PayGlobal window.

Step 2.

Set Payslips Folder Security

1. Navigate to Administration | Security | Security Profiles.
2. Double-click an Self-Service security profile.

   The View Security Profiles | Menu tab appears.

3. Click the Document Folders tab.
4. Click Edit.
5. Click the Payslips folder.
6. Change the Access Level to View.
7. Click Save + Close.

You need to repeat this procedure to update the payslip folder security for each of your Self-Service Security Profiles.

Step 3.

Edit the Employee Pay Slip Report

See Edit the Employee Pay Slip Report.