Up until now, payroll, quarterly and year-end reports generated through the PayChoice software platform were only available ViewChoice format. ViewChoice was revolutionary during it’s time providing secure access to a group of payroll reports inside of a custom viewer.
Over the past year, we’ve received feedback many service bureaus using FileGuardian. This feedback stemmed from payroll customers showing a strong preference for payroll reports to be available in standard PDF format. With FGX+ all reports generated through the PayChoice platform are now available in PDF format, the de-facto report format since the late 1990’s.
So what does a client need to install to view their PDF reports through FileGuardian?
All that’s needed is the free version of Adobe Reader (available for download at http://get.adobe.com/reader/). Clients will no longer need to worry about downloading and installing the ViewChoice software (plus additional patch) as they do today.
What do the PDF reports look like?
Before we describe it, view it for yourself at http://www.myshugo.com/custom/reports/42119999-2011-02-18.pdf.
The most “loved” feature is the report by report custom bookmarks. This enables the client to jump from report to report inside of the PDF file much like they could inside of ViewChoice.
In addition, the PDF file is fully searchable. You can use the standard Adobe “Search/Find” feature (hit CTRL+F) to locate any piece of text within the file. In the demo file above, try and search for the name Smith. You’ll see it’s found numerous times within the file itself.
Can reports from prior payrolls be available in PDF format?
Absolutely! Any report that can be generated out of PayChoice into a ViewChoice file can be automatically converted to PDF format through FileGuardian. This includes reports from prior payrolls, quarters, etc…
What’s the process like for clients receiving reports this way?
The process of receiving payroll reports in PDF format is simple. The moment reports are available for download, clients will receive an email with a secure file download link. Clicking on this link will bring them to a service bureaus’ secure file delivery website where reports can be downloaded. It’s an extremely simple and secure 2 step process.
How long will reports be available for clients to download?
Well that depends — each one of our service bureau clients can configure how long reports will be available within FileGuardian for download. We’ve seen some bureaus provide availability for 60 days while others chose 6 months. Again it’s a bureau by bureau level setting.
Can PDF reports be viewed on smartphones and tablets?
YES! In fact we’ve optimized the download process when a client is access reports from any smartphone (iPhone, Android, BlackBerry, Windows Mobile, etc..) or tablet (iPad, Kindle, etc…). Viewing reports on any mobile device is simple, easy and secure offering clients access to reports when on the go.
Is there anything new that these PDF reports can do vs. ViewChoice?
Well the one feature we included in the PDF reports which can’t be done with ViewChoice is Report Groups. With Report Groups, you can conduct “selective report delivery”. So imagine the following scenario:
- Business owner wants to receive all the reports
- Company account only cares about the Cash Analysis, Check Register & Tax Liability reports
- HR Manager would like to receive just the Employee Profile report.
With FGX+ report groups, this is now available within the PDF report delivery system.
So that’s the long and short of it. If you have any specific questions on the PDF reports, feel free to contact us.