How to Run a Payroll YTD Summary Report
1. Navigate to https://oel.prismhr.com/oel/
2. Select "Work Centers"
3. Select "Report Center"
- On the "Search for reports or views" field. Type "Payroll Voucher Summary"
5. Select Payroll Voucher Summary
6. Select Client ID Drop Down option
7. Select your company
8. Select "DONE"
9. On Pay Date Range option select Calendar
10. Click "Nov 2023" and drop down calendar will display
11. Click "Jan"
12. Select the date you wish to run the report from
13. Click on to Pay Date Range calendar.
14. Click "Nov 2023" and drop down calendar will display
15. Click "Dec"
16. Click Select "31"of December
17. On the View option select drop down arrow
18. Select YTD Summary Report by Employee
19. Click "Run Report"
20. Click on Export to export report .
21. Click "CSV"
- Select Export to open Excel spreadsheet.