Reporting

Debra Hayden

• August 26, 2020 08:45

Is there is a report I can pull in the HR or payroll module that will show me the following fields in the same report please:

holiday accrued,

holiday taken,

sick pay entitlement remaining,

tax code

pay deductions

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  Lauren Harvey

  • September 04, 2020 06:36

  Hi Debra Hayden

  Thank you for this question!

  You could run seperate reports for the items you require.

  For holiday accrued & holiday taken, you could run "Holiday - Year To Date" (HR Module > Reports > View Reports > "Holiday - Year To Date").

  For sick pay entitlement, you could run the "Absence Analysis" report (HR Module > Reports > View Reports > "Absence Analysis").

  For pay deductions, you could run the super journal export from the payroll module.

  Alternatively, you could create a custom report in the Payroll module
  To run a custom report to get details of individual deductions, go to Payroll > Reports > Custom Reports

  • Select Create Template
  • Enter a Template Name
  • From the Report Type drop-down, select Payslip Data (Current Tax Year)
  • Select Save

  On the following page, select the required criteria that will display the required deduction types in the report. 

  

   

  You could add 'TaxCode' to a custom report in the payroll module.

   

  Hope this helps!

   

  Best,

  Lauren 

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