Introduction

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Introduction

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Here we can define and run report groups with many payrolls and outputs. The Run Group page (above) will be displayed after going to Reporting > Group Reporting.

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Click the Manage Groups button, then the Create Group button to create a new group.

1. Enter a Name
2. Enter a Description (optional)
3. Check Generic to allow it to be run for all payrolls
4. Click the Payrolls tab
5. Select all required Payrolls using the arrow button to add
6. Click the Report Definitions tab
7. Select all required Reports using the arrow button to add
8. Click the Save Group button
9. Click the Outputs tab
10. Select the All reports within this group option
11. Click the Select button

At this point, we may add a add File, Print or Email output outputs. It's possible to  to enter any number of outputs for each type.

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1. Click the Add file output button
2. The File Path will default to the company name code. Leave this as is.
3. Select an Export Type
4. Check Send Check Send To Client Portalif Portal if required and optionally check Zip Files and enter a Zip Password. 
   check Require Approval and enter a Sub Folder
5. NOTE If sending to the Client Portal, a :
   1. A payroll must exist on the client portal Client Portal with a standard folder structure for the current period of the payroll.
   2. The payroll in InPay must have a Portal Zip Password saved
   3. All files will be zipped and password protected
6. Click the Ok button
7. Click the Save group button

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1. Click the Add printer output button
2. Select a Printer
3. Select a Number of Copies
   
4. Click the Ok button
5. Click the Save group button

To add a an Email output:

1. Click the Add email output button
2. Click the Add Address button
3. Enter an Email Address
4. Repeat steps 2 and 3 as required
5. Check the Use company email if required. This is optional.
6. Check Zip Email Attachments if required and enter a Zip Password
7.  Select Select an Export Type
   
8. Click the Ok button
9. Click the Save group button

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Running a Report Group

Click the Run Group buttonthe Run Group button, then click the Run button for the required group. It's possible to use the Search box at the top right to help find the required group. An overview of a group can be seen by clicking the Group name in the Run Group list.

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Check all required payrolls to run,   then click the Run button.

The results screen will  will be displayed. Click the Group Name to see more detail on how each output of the group is progressing.

Running Without Creating a Group

A single use group may be created and run by clicking the Run Reports button.

1. Select a Payroll
2. Select an Export Type
3. Optionally check ZIP and enter a Zip Password
4. Select a Printer and Print Copies if required
5. Enter an Email if required
6. Check File System if required
7. Check Send To Client Portal if required
8. Select one or more reports and add to the Selected Reports by clicking the right arrow button
9. Click the Run Reports button