Can anyone recommend any useful reports to run that would be helpful with the sign off process for payroll?

This is very helpful Cris, I will go through this in more detail at some point this week. Hopefully we can get to a position were we are able to present the CFO with some decent reporting to sign off on each month.

Thanks & Regards

Renzo

Hi {@005D000000AKTO3IAP}​ ,

Good Afternoon!

There are lots of useful reports but the key ones I recommend to be reviewed before payroll has been closed and becomes part of your routine can all be found in the HR/Rota module > View Reports.

 Absence Analysis

 Holiday Status

 Staff Turnover Report

 Rota Summary

The key payroll report is the Payroll Preview as this details each employee by Location and Division and breaks down their gross to net pay.

Here you can pick out employees who might have an incorrect hourly rate, too many or too few hours or any tips/gratuities –essentially checking that any Rota information is feeding through correctly into payroll.

There are 3/4 options but I would suggest the With Pay Elements and Deductions from the drop down:

– includes salary/hours and anything added AND deducted, for example SSP and SMP, payroll differences (shows payments on the left and deductions on the right.)

In addition and as supporting reports to the above the following reports / exports can be run

Pay Element Preview

Found in Payroll > View Reports > Pay Element Preview

This report highlights all pay elements against an employee, including any salaries, within a pay period.

Salary Changes Report

Found in Payroll > Pay Run Admin > View Salary Changes

This report is run on screen

This report can be run by Location, Division, Company and Pay Basis and you can also enter a start / end date to search on.

This report will return all salary changes for the specified criteria.

It will display employee’s salaries which have changed, employees who have moved from hourly to salaried and vice versa.

The report states who has changed the pay rate, the date it was changed and the effective date of the change

The report can be used to cross check that employee’s salaries are being pro-rated correctly by the system.

Deviation report

Found in Payroll > Pay runs > Current Pay Run List > Select Pay run > Deviation > Enter the deviation % you require

This report is run on screen

This report will return all employees (broken down by location and division) who have a deviation % over the stated figure.

The report details the employees NET pay last period, their NET pay this period and the difference in £ and %

This report is beneficial for checking for tax refunds and high tax deductions as it is based on NET pay rather than GROSS

Payment Exceptions

Found in Payroll > Reports > Exports > Payment Exceptions > Run by Company and Pay Basis

This report runs in excel format

It returns any employees who are receiving a gross payment of over £1000 which is a non-calculated payment type e.g. a payment type which is not linked to annual salary

This report is beneficial for cross checking anything which has been uploaded or manually keyed to check the values. E.g. a Bonus payment type

I hope this helps?

Cris

Fourth

You are welcome @renzo sorenti​ :)

Hi Cris,

Very interesting reading through this and very helpful!

However, when I am trying to run these reports they do not load - could you help?

Thanks,

Alex