Report template: fields

The content of the report template is dependant on the type selected.

• Custom Fixed Data: User defined content that can contain multiple fields and custom text. The fields are contained within {}.

  The same data is added to each employee when the report is generated.

  Example...

• To show the employees forename and surname in one field, use {employee.firstname}+{employee.lastname}.

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• Employee Field: Pick a single field from the Employee record such as first name.

  Address Line 1	Address Line 2	Address Line 3	Address Line 4
  Address Line 5	Country	Foreign Country	Postcode
  Bank Account Name	Bank Account Number	Bank Branch	Roll Number
  Bank Name	Bank Note	Bank Reference	Bank Sort Code
  Alternative Email Address	Email	Mobile	Passport Number
  Telephone	Title	Payroll Code	Apprentice A person who is employed to learn a skilled trade, and who will typically work alongside experienced professionals in their chosen field.
  Apprenticeship Start Date	Apprenticeship End Date	Leave Date	Start Date
  Job Title	Leaver	On Hold	Start Declaration
  Working Pattern	Status	Age	Date of Birth
  Gender	Marital Status	NI Number	Last Name
  First Name	Middle Name	Previous Surname	National Minimum Wage
  Withhold Tax Refund	Pay Schedule	Payment Method	Post Grad Loan
  Post Grad Loan End Date	Secondary Class 1 Employees under State Pension age earning more than the threshold a week from one job - they’re automatically deducted by the employer. NI Not payable	Student Loan A government loan that students can use to help pay for their education.	Student Loan End Date
  Student Loan Start Date	Tax Code	Week 1	NI Table Letter
  Annual Occupational Pension Amount	Bereaved	Deceased	EEA Citizen A citizen of a European Economic Area (EEA) country. The United Kingdom left the EEA when it left the EU on 31 January 2020
  EMP6 Scheme	In Receipt of Pension	Occupational Pension Start Date	Overseas Employer
  Overseas Secondment Status	P45 A P45 is a document issued by an employer to an employee when they leave a job. It shows details about the's employment, including their start and end dates, how much they were paid, and how much tax they paid during their employment. The is made up of four parts: Part 1 is sent to HM Revenue & Customs (HMRC), Part 1A is kept by the employer, and Parts 2 and 3 are to the employee as a record of their earnings and tax paid. The P45 is an important document that employees need to give to their new employer when they start a new job as it provides information about their tax code and previous earnings, which helps the employer calculate their tax and National Insurance contributions. Sent	Pay Accrued Holiday Balance	Payment After Leaving

• Employer Field: Pick a single field from the Employer, such as PAYE PAYE or Pay as you earn is an HM Revenue and Customs’ (HMRC) system to collect Income Tax and National Insurance from employment. Reference.

  Name

  PAYE Refrence

• Pay Run Field: Pick a single field from the Pay Run, such as Pay Date.

  Pay Schedule	Tax Year	Tax Month	Frequency
  Period Number	Start Date	End Date	Pay Date

• Role Field: Pick a single field from the Employee's Role, such as Job Title.

  Role Reference

  Job title

• Pay Data:  Used for pay codes. Use the pay code name to report it within {}.
  Example: {Overtime 1.5}. To get the units input it as {units.Overtime 1.5}

  Use + to add multiple pay codes together. Use - to subtract.

  Example...

• To show the employee and employer NI as a single figure NI use {NIC}+{NIER}.

Good to know...

• If the figure is held as a minus within the payroll, you can show it as a positive figure by deducting the pay code twice. {pay.code}-{pay.code}-{pay.code}