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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Payroll Reports page at /hr/payroll/reports aggregates payroll data across three tabs: Period Summary, Year-to-Date, and Audit Log.

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Overview

The page opens on the Period Summary tab, which accepts a date-range filter and an optional site filter. A PayrollPeriodSummaryCard component displays aggregated totals for the selected range. The Year-to-Date tab lets users pick a calendar year and shows an EmployeeYTDTable with per-employee totals. The Audit Log tab shows a PayrollAuditLogTable with built-in filter controls.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • At least one finalized payroll run must exist for data to appear in the Period Summary or YTD views.
  • The Audit Log is available regardless of whether runs exist.

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Steps

View a period summary
  1. Navigate to HR → Payroll → Reports (/hr/payroll/reports).
  2. On the Period Summary tab, adjust the Start Date and End Date filters and optionally select a site.
  3. The summary card updates automatically to reflect the selected range.
View year-to-date totals
  1. Click the Year-to-Date tab.
  2. Use the Year dropdown to select the calendar year.
  3. The employee YTD table loads automatically.
View the audit log
  1. Click the Audit Log tab.
  2. Use the available filters to narrow log entries by date, employee, or event type.

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Key concepts

TermMeaning
Period SummaryAggregated payroll totals for a custom date range, optionally scoped by site.
Year-to-Date (YTD)Cumulative totals per employee from the start of the calendar year through the latest finalized run.
Audit LogAn immutable record of payroll-related events such as run creation, status changes, and exports.

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr.tsx
  • src/cores/hr/pages/PayrollReportsPage.tsx
  • src/cores/hr/components/payroll/reports/PayrollPeriodSummaryCard.tsx
  • src/cores/hr/components/payroll/reports/EmployeeYTDTable.tsx