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Year-to-Date

Cumulative pay for the year.

Overview

The year-to-date report totals each employee’s earnings and deductions so far this year.

Year-to-Date in the HR module.

When to use year-to-date

  • Year-end and tax statements.

Step by step

In the Hr module open Payroll Mgmt in the green navigation bar, then choose Year-to-Date under Reports.
Screenshot for this step has not been captured yet — run npm run docs:flow.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

  • hr.payroll-reports.read