Handy reports
Employee pay detailed report
This report shows all payments relating to employee earnings. The PDF version shows a summary of values and the CSV file shows data broken down by the payment report types.
1. Go to Reports.
2. Click on Report generator.
3. Select Employee as the report category.
4. Select the Employee pay detailed report.
5. Choose which pay group, department and employee/employees you would like to include. You can choose more than one if applicable.
6. Choose the date range you want to run the report for.
7. Select which Date type you want.
- PPE Date: Will include all pays where the pay period end date falls in the selected date range.
- Pay date: Will include all pays where the direct credit date falls in the selected date range.
8. Select whether you would like to display the report or download it as a CSV file.
Leave history report
This report shows all earned and taken annual leave including any adjustments that have been made. The weeks value shown for annual leave paid in advance is based on the weeks value calculated at the time of payment.
1. Go to Reports.
2. Click on Report generator.
3. Select Leave as the report category.
4. Select the Leave history report.
5. Choose which leave type, pay group, department and employee/employees you would like to include. You can choose more than one if applicable.
6. Choose the date range you want to run the report for.
7. Select whether you would like to display the report or download it as a CSV file.
Leave balances report
This report displays all leave balances for each employee. It's broken down by pay group, department and employee. It can also be downloaded as a CSV file.
1. Go to Reports.
2. Click on Report generator.
3. Select Leave as the report category.
4. Select the Leave balances report.
5. Choose which leave type, paygroup and department you would like to include. You can choose more than one if applicable.
6. Select the period end date.
7. Select whether you would like to display the report or download it as a CSV file.
Warning and changes
This report shows all employee changes and warnings for a pay period (from the last process date to the current process date).
1. Go to Reports.
2. Click on Report generator.
3. Select Payroll as the report category.
4. Select the Warning and changes report.
5. Choose which pay group you would like to include. You can choose more than one if applicable.
6. Choose the Period end date or the date range you want to run the report for.
7. Select whether you would like to display the report or download it as a CSV file.
Company controls
Run this report after a pay run to see a summary of all payments and deductions for the pay period. It also includes the IR345/346 (PAYE payment information), staff turnover and holiday liability value.
1. Go to Reports.
2. Click on Report generator.
3. Select Organisation as the report category.
4. Select the Company controls report.
5. Choose which pay group you would like to include. You can choose more than one if applicable.
6. Choose the Period end date or the date range you want to run the report for.
7. Select whether you would like to display the report or download it as a CSV file.