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Reporting

Debra Hayden

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

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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