P4 Software / cifraHQ

Reports

Cesantia Reports

CifraHQ provides two built-in Reports for the Fondo de Cesantia, both required under Ley 44/1995 for trustee disclosure and employer records.

Where to find them

Reports are available from the deposit or balance detail pages via the Reports dropdown button.


Cesantia Deposit Statement

The Cesantia Deposit Statement is the quarterly trustee disclosure document. It covers one deposit batch and lists every employee included in the deposit.

Trigger: Open a deposit batch in Calculated, Deposited, or Reconciled state, then click Reports > Cesantia Deposit Statement.

What it shows:

Section Content
Header Tenant name, tax ID, trust company, account number, quarter, period, deposit date
Employee grid One row per employee: employee code, full name, document number, social security number, cotizable base, prima amount, indemnity amount, total
Totals Employee count, total prima, total indemnity, total deposit
Footer Report generation date

Required for: Submitting proof of deposit to the trust company, and for annual trustee disclosure per Ley 44.


Employee Balance Statement

The Employee Balance Statement shows the cumulative cesantia ledger for a single employee - useful for HR meetings, employee queries, and termination preparation.

Trigger: Not yet available directly from the balances grid. Generate via the API endpoint api/CesantiaDeposit/GetById?id={depositId}&selects=* and the CesantiaStatement report template.

This report will be accessible from the employee profile page in a future release.

What it shows:

Column Description
Accrued Prima Total 1.92% provisions since hire
Accrued Indemnity Total 5.00% provisions since hire
Deposited Prima Total actually transferred to trust
Deposited Indemnity Total actually transferred to trust
Withdrawn Prima Amount paid on previous Terminations (rehired Employees)
Withdrawn Indemnity Amount paid on previous Terminations
Pending Deposit Accrued minus deposited minus withdrawn

Deposit History

The deposit list at Payroll > Cesantia Fund > Deposits serves as the Audit Trail for all quarterly batches:

Column Description
Quarter Q1/Q2/Q3/Q4 and year
Period Date range covered
State Draft / Calculated / Deposited / Reconciled
Employees Count of Employees in the batch
Total Prima Sum of prima amounts
Total Indemnity Sum of indemnity amounts
Due Date Statutory deposit deadline

Use Excel Export (toolbar button) to download the full deposit list for record-keeping or audit.


Audit Trail

Every state change on a deposit batch is recorded in the Entity History. To view:

  1. Open a deposit batch.
  2. Check the History tab (or navigate to Accounting > Entity History).

Recorded events include: Created, Calculated, MarkDeposited (with deposit date), Reconciled, BankFileGenerated.


Setting up the report template

The CesantiaStatement report uses a Stimulsoft template that must be configured in the admin console once:

  1. Go to Admin > Print Reports.
  2. Click New and set Entity Type to CesantiaDeposit.
  3. Name it "Cesantia Deposit Statement".
  4. Click Design to open the Stimulsoft web designer.
  5. The designer provides a sample JSON payload showing the full data schema (Deposit, Lines, Tenant objects).
  6. Design the layout using the provided data fields.
  7. Save and upload the template.

The IncapacityHistoryReport template is set up the same way using Entity Type IncapacityBalance.


Related: Overview - Quarterly Deposit - Balances - Audit Trail

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