TalinoHR

Available Reports

4 min read

TalinoHR provides several reports for payroll management, government compliance, and HR analytics. This guide covers all available reports and how to access them.

Payroll Reports

Payroll Register

A per-run report showing all payroll items for a specific payroll run with detailed breakdowns.

Contents:

  • Employee name and number
  • Basic pay, overtime pay, holiday pay, NSD pay
  • Allowances and other earnings
  • Gross pay
  • SSS, PhilHealth, Pag-IBIG (employee and employer shares)
  • Withholding tax
  • Loan deductions and other deductions
  • Total deductions and net pay
  • Column totals across all employees

How to access:

  1. Navigate to Payroll (/payroll).
  2. Click on a completed payroll run.
  3. Click the "Payroll Register" button on the payroll run detail page.
  4. Export to CSV using the ?format=csv option.

API endpoint: GET /api/payroll/[id]/register?format=csv

Bank File Export

A CSV file containing employee bank details and net pay amounts, used for batch bank transfers.

Contents:

  • Employee name and number
  • Bank name
  • Bank account number
  • Net pay amount

How to access:

  1. Navigate to Payroll (/payroll).
  2. Click on an APPROVED or DISBURSED payroll run.
  3. Click the "Bank Export" button.

API endpoint: GET /api/payroll/[id]/bank-export

Note: Bank export is only available for payroll runs with APPROVED or DISBURSED status.

Government Compliance Reports

All government reports are accessible from Payroll → Government (/payroll/government).

BIR 2316 (Annual Income Tax Return)

Annual report for each employee summarizing total compensation, mandatory contributions, taxable income, and tax withheld.

Contents per employee:

  • Total compensation breakdown (basic, OT, holiday, NSD, allowances, 13th month)
  • Government contributions (SSS, PhilHealth, Pag-IBIG)
  • Non-taxable income (13th month up to P90K threshold)
  • Taxable compensation
  • Annual tax due vs. tax withheld
  • Tax adjustment (refund or collection)

How to access:

  1. Navigate to Payroll → Government (/payroll/government).
  2. Select "BIR 2316".
  3. Choose the year.

API endpoint: GET /api/reports/government/bir-2316?year=YYYY

BIR Alphalist (1604-CF)

Annual alphabetical listing of all employees with compensation and tax details for BIR filing.

Contents:

  • Sequential numbering
  • Employee TIN, name, and employee number
  • Full compensation breakdown
  • Mandatory contributions
  • Taxable compensation
  • Annual tax due and total tax withheld
  • Tax adjustment

How to access:

  1. Navigate to Payroll → Government (/payroll/government).
  2. Select "BIR Alphalist".
  3. Choose the year.
  4. Export to CSV for filing.

API endpoint: GET /api/reports/government/bir-alphalist?year=YYYY&format=csv

Remittance Summary

Monthly summary of government contributions for remittance to SSS, PhilHealth, and Pag-IBIG.

Contents per agency:

  • Total employee share
  • Total employer share
  • Combined total
  • Per-employee breakdown

How to access:

  1. Navigate to Payroll → Government (/payroll/government).
  2. Select "Remittance Summary".
  3. Choose the year and month.

API endpoint: GET /api/reports/government/remittance-summary?year=YYYY&month=MM

HR Reports

Turnover Report

Monthly breakdown of employee separations (resignations, terminations, retirements) with turnover rate calculation.

Contents:

  • Monthly separation counts
  • Department-level grouping
  • Turnover rate percentages
  • Year-over-year comparison

How to access:

  1. Navigate to Reports → Personnel Reports (/reports/personnel).
  2. Select "Turnover" report type.
  3. Choose the year.
  4. Export to CSV or print.

API endpoint: GET /api/reports/personnel?type=turnover&year=YYYY

Promotions Report

Report of all promotions processed during the year, showing before-and-after position and salary details.

Contents:

  • Employee name and number
  • Effective date
  • Previous position and salary
  • New position and salary
  • Salary increase amount and percentage

How to access:

  1. Navigate to Reports → Personnel Reports (/reports/personnel).
  2. Select "Promotions" report type.
  3. Choose the year.
  4. Export to CSV or print.

API endpoint: GET /api/reports/personnel?type=promotions&year=YYYY

Report Data Sources

  • Payroll Register, Bank Export: Data from PayrollItem records for the specific payroll run.
  • BIR 2316, BIR Alphalist: Aggregated from PayrollItem records across REGULAR, THIRTEENTH_MONTH, and ANNUALIZATION payroll runs for the year.
  • Remittance Summary: Aggregated from PayrollItem records for the specified month.
  • Turnover, Promotions: Data from PersonnelAction records for the year.

Tips for Accurate Reports

  • Ensure all payroll runs for the period are in COMPUTED, APPROVED, or DISBURSED status before generating reports.
  • For annual reports (BIR 2316, Alphalist), make sure 13th month and annualization payroll runs have been processed.
  • Check date range filters carefully — the most common reporting issue is selecting the wrong period.
  • CSV exports quote all string fields to prevent CSV injection issues.