Payroll standard reports

The standard reports in Payroll > Reports and Analysis allow you to specify a range of employees and set the report sort order.

The following standard reports are available, which you can export to PDF and Excel formats:

  • Court Order Listing

  • Earnings Differences

  • Element Range Validation

  • Element Variance

  • Employees Payments and Deductions

  • Furlough Reclaim

  • Gross Pay Analysis

  • Gross Pay

  • Gross to Net

  • HMRC Reconciliation Report

  • Integrated Sick Pay

  • National Minimum Wage

  • NI Listing

  • Pension Listing

  • Statutory Deductions

  • Statutory Leave

  • Teachers MDC

  • Total Cost Breakdown

  • Vehicle Mileage

  • Gender Pay Gap

  • Query and Groups Catalogue

  • Payslips

  • P45

  • P60

  • Reports Downloads

When you select any report, you’ll see the report criteria screen.

For most reports, you can select from the following standard set of options:

  • Employees

  • Report Range

  • Report Order

  • Break by Department

  • Include Leavers

  • Include Suspended

  • Deduct Previous Employment

This table provides more information about each standard option.

Option

Description/How to use

Employees

Select an option to specify the employees you want to include in the report:

  • All, to run the report against all employees in the payroll company

  • Department, to run the report against a department, and then select the department from the menu

  • Employee, to run the report against an individual employee. Click the ellipse to select an employee using the Employee Picker

Report Range

Select an option to specify the date range for the report:

  • This Period, to run the report for the current period

  • YTD (year to date), to run the report from the start of the current tax year up to and including the current period

  • Period Range, and then select the start period and end period from the menus

Report Order

Select an option to specify the report order:

  • Alphabetical, to sort the report in alphabetical order of surname, from A to Z

  • Department, to sort the report in order of department, followed by employee ID

  • Numerical, to sort the report in order of employee ID number, smallest to largest

Break by Department

If you set the report order to Department, use this option to set a break in the generated report for each department and include a row containing the total figure for each relevant column per department

Include Leavers

Select this if you want to include any employees who left the payroll company in the specified date range or the current financial year. Each new report has a Date Left column, showing the leave date for these employees.

Include Suspended

Select this if you want to include any employees who were suspended in the specified date range.

Deduct Previous Employment

Select this to exclude previous earnings on the YTD report.