Incapacity Reports

CifraHQ includes two built-in Stimulsoft Reports for the Incapacity Fund module: a per-employee certificate history and a year-end balance summary.

Available Reports

Incapacity History Report

The Incapacity History Report prints the full certificate log for a single employee and year. It includes:

• Employee identity block (name, document number, social security number)
• Balance row (DaysAllotted / DaysUsedEmployerPaid / DaysUsedCssPaid / DaysPending)
• Certificate detail table:
  • Certificate number and cause
  • Start and end dates
  • Days certified, employer days, CSS days
  • Issuing doctor and facility
  • Certificate state

Where to print it:

1. Go to Payroll > Incapacity > Balances.
2. Open the employee's balance row for the relevant year.
3. Click Reports in the page header and select Incapacity History Report.

The report pulls data from the IncapacityBalance record and all non-rejected certificates for that employee in that year.

Incapacity Balance Summary

The balance summary is a grid-style report listing all active Employees with their current-year balances. Useful for year-end audits and HR reviews.

Where to print it:

1. Go to Payroll > Incapacity > Balances.
2. Click Reports in the list page header and select Incapacity Balance Summary.

The report is scoped to the current year by default. Use the year filter on the Balances grid to navigate to a prior year before printing.

Setting up Stimulsoft templates

CifraHQ ships without pre-loaded .mrt template files. Templates are uploaded by an administrator via the report admin interface.

First-time Setup:

1. Go to Admin > Print Reports.
2. Click New Report.
3. Fill in:
   • Name: Incapacity History Report (or your preferred label)
   • Entity Type: IncapacityBalance
   • Template: upload your .mrt file
4. Click Save.

Repeat for each report template you want to make available.

Once uploaded, the template appears in the Reports dropdown on the IncapacityBalance detail page automatically. No code changes are required - the controller discovers Reports by entity type at runtime.

Certificate list export

The Payroll > Incapacity > Certificates grid supports Excel export from the toolbar. This is useful for ad-hoc analysis outside of Stimulsoft.

Exported columns include all fields visible in the grid: certificate number, employee, cause, start/end dates, days certified, employer days, CSS days, state, and approval date.

Prior-year Reports

To run an Incapacity History Report for a prior year:

1. Go to Payroll > Incapacity > Balances.
2. Apply a column filter on the Year field for the desired year.
3. Open the employee's balance row.
4. Print the report from the detail page.

Prior-year balance rows are read-only. Their certificate data reflects the actual consumption as of December 31 of that year.

Related: Overview - Certificate Intake - Payday Split - Annual Reset