This guide will assist you in adding alternating background color row in your report. To add alternating background color row in report, go to Reports. Select the desired report to customize and click on the edit icon next to the report name to edit the report. Another method is to first click on Preview to preview the report. Then click on the edit icon next to the printer icon to edit the report design. The page will then be in designer mode for user to customize the report. Select the Detail1 (Detail) at the left side to highlight the entire row and at the right side panel, under STYLES, select Create a New Style for ODD STYLE. Select the small arrow next to ODD STYLE and select the Background Colour Key in the colour you desire and click on OK Once done, click on the three line on the top left corner of the screen to expand the menu / panel. Click on Save As to save the newly designed report and enter a unique name and click on Save. Head back to the main page and click on Preview and select the newly designed report to view the report. END OF GUIDE

This guide will assist you in adding a downloadable claim attachment file in claim request report.  To add a downloaded claim attachment file in the Claim Request Report, go to Reports.  Select the claim request report and click on the edit icon to edit the report. Click on the field on the right panel and search for FileDownloadURL and click and drag and drop the FileDownloadURL under ‘Detail’ to the desired location of the report. Then click on the newly added FileDownloadURL and click on the setting icon at the right panel and under Behavior, tick / enable Allow Markup Text. Click on the three line at the top left corner of the screen to expand the panel / menu. Click Save As and enter a unique name and click Save to save the changes made. END OF GUIDE

This guide will assist you in adding a downloaded leave attachment file in leave detail report. To add a downloadable leave attachment file in leave detail report, go to Reports. Select the leave detail report and click on the edit icon to edit the report. Click on the field on the right panel and search for LeaveAttachmentFile and click and drag and drop the LeaveAttachmentFile under LeaveDetails to the desired location of the report. Then click on the newly added LeaveAttachmentDetails and click on the setting icon at the right panel and under Behavior, tick / enable Allow Markup Text. Click on the three line at the top left corner of the screen to expand the panel / menu. Click Save As and enter a unique name and click Save to save the changes made. END OF GUIDE

This guide will assist you in maintaining a remark in your pay slip Note: The remark has to be maintain in the payroll process. To maintain the remark in the payslip, go to Reports Select the desired report to customize and click on the edit icon next to the report name to edit the report. Another method is to first click on Preview to preview the report. Then click on the edit icon next to the printer icon to edit the report design. The page will then be in designer mode for user to customize the report. Click on the third icon at the right panel and search for Remark, then click and drag and drop to the desired place. Click on the three lines at the top left corner of the screen to expand the panel / menu. Click on Save As to save a new report and key in a unique name and click on Save to save the newly designed report. END OF GUIDE

This guide will assist you in designing a payroll report to show by department only. To design a payroll report to show by department only, go to Reports. Select the desired report to customize and click on the edit icon next to the report name to edit the report. Another method is to first click on Preview to preview the report. Then click on the edit icon next to the printer icon to edit the report design. The page will then be in designer mode for user to customize the report. Select the Detail1 (Detail) table row in the middle of the report, select Behavior and it should expand to more options, untick the checkbox Visible. Once done, click on the three line at the top left corner of the screen to expand the panel / menu. Click on Save As and enter a unique name for the newly designed report and click Save. Then head back to the main page and click on Preview and select the newly designed report and click Preview to view the report. END OF GUIDE

This guide will assist you in deleting a sub-report field in a report. To delete a sub-report field in a report, go to Reports Select the desired report to customize and click on the edit icon next to the report name to edit the report. Another method is to first click on Preview to preview the report. Then click on the edit icon next to the printer icon to edit the report design. The page will then be in designer mode for user to customize the report. Click on any one of the sub reports, for instance subReportLeaveBalance. Then click del on your keyboard to delete the subreport. Click on the three lines at the top left corner of the screen to expand the panel / menu. Click on Save As to save the report and enter a unique name for the report. Head back to the main page of the report and click on Preview. Select the newly designed report and click on Preview. END OF GUIDE

This guide will assist you in deleting any unwanted report. However, default report templates cannot be removed. To delete unwanted reports, go to Tools and select Report Management under Options. Identify the report that you would like to delete / remove and click on the red trash bin icon to delete the report format. A confirmation message will appear and users will be required to click Yes to delete the report format. END OF GUIDE

This guide will assist you in editing a sub-report field in any report but for this demonstrative purpose, we will be editing the pay slip.  To edit a subreport field, go to Reports. Select the desired report to customize and click on the edit icon next to the report name to edit the report. Another method is to first click on Preview to preview the report. Then click on the edit icon next to the printer icon to edit the report design. The page will then be in designer mode for user to customize the report. Double click on any one of the sub report, for instance subReportLeaveBalance. A new subreport tab will be opened and in there, click on the LeaveEntitled field and delete. Click on the three lines at the top left corner of the screen to expand the panel / menu. Click on Save As to save the subreport. Enter a unique name for the subreport and click on Save. Click on the X button on the subreport tab to close off the subreport and head back to the main report design. Single click on the subreport that you initially decided to design and click on Report Source URL to select the new sub report design that you designed earlier. Select the new sub report that you designed earlier. Click on the three lines at the top left corner of the screen to expand the panel / menu. Click on Save As and enter a unique name for the newly designed report. Click on Save to save the changes made. Head back to the main page of the report and click on Preview. Select the newly designed report and click on Preview. END OF GUIDE

  1. Go to AutoCount HRMS and key in the Email and Password accordingly and click on ‘Log In’.   2. Upon logging into HRMS, user will be directed in the ‘Services’ page. From here, click on the desired company to access into the company   3. Once user is in the company, click on ‘Reports’   4. Select the desired report to customize and click on the edit icon next to the report name to edit the report.   5. Another method is to first click on ‘Preview’ to preview the report.   6. Then click on the edit icon next to the printer icon to edit the report design.   7. The page will then be in designer mode for user to customize the report.   8. Click on ‘Appearance’ on the left side of the panel.   9. Then click on ‘Watermark’   10. Click on the three dots ‘…’ on ‘Image Source’.   11. Click on the image that you would like to upload as the watermark of the report and click ‘Open’   12. Then click on the three line at the top left corner of the screen to open up the menu.   13. Click ‘Save As’ and key in a unique name and save the report.   14. Go back to the main page and click on the main report template that you just designed and click on ‘Preview’.   15. Select the payslip report that you just customized and click on ‘Preview’ to preview the report.    

  1. Go to AutoCount HRMS and key in the Email and Password accordingly and click on ‘Log In’.   2. Upon logging into HRMS, user will be directed in the ‘Services’ page. From here, click on the desired company to access into the company   3. Once user is in the company, click on ‘Reports’   4. Identify the report that you would like to preview, example : Payslip B3. Look for the ‘Payroll Type’ check box and select the payroll type.   5. Then click on ‘Preview’ to preview the payslip with only Month End payroll data included inside.   6. Then head back to the main page and this time, change the payroll type from ‘Second Half / Month End’ to ‘Bonus’ and click on ‘Preview’ to preview the payslip that only has Bonus in it.