4. Reports you might need.
Year to date earning and allowances report
This report is an employee’s data as a certificate of earnings that can be used at the end of the tax year. It’s likely an accountant will be interested, so ask them about the specifics.
To get this report in Smartly, follow these steps:
- Log into your Smartly site
- Go to Reports
- Select ‘Payroll’ in the first drop down menu
- Select ‘YTD earnings’ in the second drop down menu
- Enter in the pay groups, departments, employees and date range you want the report for
- Click ‘Display’ if you just want to view it or ‘Download CSV’ if you want to export the report to excel
63-day holiday report
This report shows all earned and taken leave, including any adjustments that have been made. The amount shown for annual leave paid in advance is based on the weeks value calculated at the time of the payment. This report is often used as part of the end of financial year reporting. It also allows employers to work out which annual leave is deductible for the financial year.
To get this report in Smartly, follow these steps:
- Log into your Smartly site
- Go to Reports
- Select ‘Leave’ in the first drop down menu
- Select ’63 day holiday’ in the second drop down menu
- Enter in the pay groups, departments and date range you want the report for
- Click ‘Display’ if you just want to view it or ‘Download CSV’ if you want to export the report to excel
For a full breakdown of all the different reports that are available in Smartly, check out our Reporting Guide. Or, if you just want to watch a quick demo see our Reporting video.