How do I produce a pension and benefit report?

Modified on Tue, 10 Dec at 3:05 PM

The Pension/Benefits report within Cintra iQ displays details of pension contributions and other benefit types. The report includes relevant pay levels, EEs and ERs contributions and a head count for each scheme part. You can report on the following:

Name	Description
Individual pension scheme	This report focuses on the details of a specific Pension Scheme.
All pension schemes summary	This report displays all of the totals by Pension Scheme and headcount.
All benefit schemes summary	This report displays all of the totals by Benefit Scheme and headcount.

To produce the report

Go to Cintra iQ: Payroll> Payroll Tools> Payroll Reports> Pension/Benefit Report. The Pension/Benefit Report-Select Pension/Benefit Scheme form appears.
Select the desired scheme or scheme summary.
Click the Next button. The Pension/Benefit Report - Select Reporting Period form appears.

Depending on what payroll period option you've selected and clicked the Next button, perform either of the following:

Payroll Period Option	Description
Payroll periods for a specific payroll	The Pension/Benefit Report - Select Reporting Period range form appears. Select the desired Payroll. Select the desired period range. Click the Next button. The Pension/Benefit Report - Selection Summary form appears.
Payroll period within a range of dates	The Pension/Benefit Report - Select Payrolls to include and Period Range for each form appears. Select the Payroll Period and range(s). Click the Next button. The Pension/Benefit Report - Select Subtotals and Sort Order form appears. Select the desired sort order(s) and/or subtotals. Click the Next button. The Pension/Benefit Report - Selection Summary form appears.
Year-to-date figures for a specific payroll	The Pension/Benefit Report - Select Payroll and Year-to-date period form appears. Select the desired Payroll. Select the desired period. Click the Next button. The Pension/Benefit Report - Select Subtotals and Sort Order form appears. Select the desired sort order(s) and/or subtotals. Click the Next button. The Pension/Benefit Report - Selection Summary form appears.
Year-to-date figures for multiple payrolls	The Pension/Benefit Report - Select Payrolls to include form appears. Select the desired Payroll Period and ranges. Click the Next button. The Pension/Benefit Report - Select Subtotals and Sort Order form appears. Select the desired sort order(s) and/or subtotals. Click the Next button. The Pension/Benefit Report - Selection Summary form appears.
Accounting period	Note: Before you confirm the relevant accounting period, you can see its Accounting Period details and associated Payroll Periods by clicking the Details button. Click the Next button. The Pension/Benefit Report - Select Subtotals and Sort Order form appears. Select the desired sort order(s) and/or subtotals. Click the Next button. The Pension/Benefit Report - Selection Summary form appears.

Review the summary.
Click the Run button. The Pension/Benefit Report is displayed.
Continue to Archive, Email, Save and/or Print the report.

PDF Output example

Spreadsheet Output example

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