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eSAL Summary Report

1. Preliminary Preparation

Gather all relevant financial documents and reports.

Ensure all data is up to date and accurate.

Confirm the reporting period for the eSAL Summary Report.

2. Data Compilation

Compile salary and wage data from payroll records.

Access the payroll system or database.
Extract employee salary and wage information.
Ensure data covers the relevant reporting period.
Verify accuracy against employee contracts.
Save the compiled data in a spreadsheet format.

Collect benefits and deductions information.

Gather data on employee benefits and deductions.
Review health insurance, retirement contributions, and other benefits.
Ensure compliance with company policies and regulations.
Document any changes since the last reporting period.
Organize information by employee for clarity.

Include any additional income sources or adjustments.

Identify sources of additional income (e.g., bonuses, commissions).
Collect relevant documentation for adjustments.
Confirm adjustments with appropriate departments (HR, finance).
Record additional income in the same format as salary data.
Double-check totals for accuracy before finalization.

Here are some additional steps that could be included in the Data Compilation section of the New eSAL Summary Report checklist

Gather data on overtime hours and associated pay

Include bonuses, commissions, and other incentive payments

Compile information on employee classifications (e.g., full-time, part-time, temporary)

Verify and include any contractual adjustments or stipends

Collect data on leave taken (sick leave, vacation, etc.) and its impact on compensation

Ensure all income sources are categorized correctly for reporting purposes

Compile data on any reimbursements or allowances provided to employees

Review and consolidate any relevant tax information or withholdings

Cross-check data against previous reports for consistency and accuracy

Document any discrepancies or anomalies found during data collection

3. Data Verification

Cross-check data against original source documents.

Verify calculations for accuracy, including totals and subtotals.

Ensure consistency in data formatting and presentation.

4. Report Formatting

Choose the appropriate template for the eSAL Summary Report.

Organize data into clear sections (e.g., employee details, compensation, deductions).

Ensure that all figures are clearly labeled and easy to read.

5. Review and Approval

Conduct a preliminary review of the report for accuracy and completeness.

Present the report to management or stakeholders for feedback.

Make necessary adjustments based on feedback received.

6. Finalization

Finalize the eSAL Summary Report, ensuring all sections are completed.

Add any necessary notes or explanations for clarity.

Prepare the report for distribution (e.g., print or digital format).

7. Distribution

Distribute the eSAL Summary Report to relevant parties (e.g., HR, finance, management).

Ensure proper confidentiality and data protection measures are in place.

Confirm receipt of the report by all intended recipients.

8. Record Keeping

Save a copy of the final report in a secure location.

Document any changes made during the review process.

Maintain records of all supporting documents and correspondence related to the report.

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