Dear @marielle.van.wieringen,
Ok, now I understand much better. Thank you very much for explaining further!
- For the first point, I would recommend using the export of the preliminary payroll, instead of a custom report, since the salary in this export would be the effective salary and not the full-time salary.
- For the second point, there is unfortunately no workaround. To create a document from a template, you need to go to each profile and create the document manually.
The good news for both topics is that we have improvements planned here 🤩! Next year we will release salary components for custom reports which will include the effective salaries of your employees. Further, we will enable a functionality to create documents in bulk, avoiding the manual work you have to undertake on the moment.
To receive a notification when these features are released, please make sure to vote for the following ideas:
https://community.personio.com/ideas/document-generation-for-multiple-employees-simultaneously-204https://community.personio.com/ideas/why-the-system-salary-report-does-not-cover-one-time-compensation-1225I hope this information is helpful. Please let me know if you have any further questions about these topics!
I wish you a lovely weekend.
Best,
Andrea