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Important notice: |
- What are Payroll Reports?
- What standard reports are available?
- Filtering for reports
- View and download reports
What are Payroll reports?
Analytics is Deputy's reporting and analytics tool, allowing managers to view and analyse scheduling and timesheet data.
For Payroll, however, the reports are all found on the Reports tab within Payroll.
Reports can be:
- viewed within the Reports tab
- downloaded as a PDF
- downloaded as CSV file that can be opened in spreadsheet software such as Excel.
What standard reports are available?
Note: if the report you need is not listed below, you can also build your own custom payroll report.
Payroll Summary
This report displays each employee, and their:
- Total Cost To Business
- Employer Super
- Super
- Additional Super
- Total Expenses
- Gross Taxable
- Taxes
- Net Hours
- Total Hours
for the period selected.
Accounting Export
A customisable report used to display an invoice of payroll data.
This can be broken down by Title, Date, Location, Role, Job or Class of the payslip items in the Pay run.
This report can be used to allocate payroll data to General Ledger accounts in your accounting software. Read more about how to do this at:
- Exporting payroll data to the General Ledger in your accounting system
- Exporting payroll data to the General Ledger in your accounting system (Xero)
- Exporting payroll data to the General Ledger in your accounting system (MYOB, Quickbooks or Reckon)
Payroll Employee by Run
Displays:
- Gross Taxable
- Employer Super
- Salary Sacrifice
- Employee Super
- Tax
- Net Basic Hours
- Overtime Hours
- Total hours
separated by each pay run over the period selected.
Payroll Summary by Run
Displays:
- Total Gross Taxable
- Employer Super
- Salary Sacrifice
- Employee Super
- Deductions
- Tax and Net
separated by pay run.
Payslips
Displays all individual payslips for the selected period.
Deduction Summary
This report provides a summary of all deductions within the selected period, sorted by Title. eg Child Support.
Employee Super Advice
The total of Employee Super for the selected period, by employee.
Payroll Tax
This report provides an estimation of the Payroll Tax over a monthly period.
Entitlement Breakdown
A breakdown of entitlements accrued by employees over the selected period. Including how many hours were accrued each payrun.
Entitlement Summary
A summary of your employee's entitlements by employee, then Opening Hours, how much was accrued during the selected period, the hours taken, the available hours and the Value.
Filtering for reports
Before selecting a report to view or download, you may want to specify a time period. If you do not specify a time period for reporting then Deputy will automatically use the most recent payment date to generate the report.
You can use the following selectors to filter your reports:
Year (Financial year)
Select the required financial year:
Period
Select from Monthly, Quarterly or Annual periods to report on:
Date range
If you want to report outside one of the above set periods, you can select a specific start and end date period to report on using the date pickers.
Note: When selecting a time period, pay runs are assigned by payment date.
Pay Calendar / Pay Cycle
Select a pay calendar / pay cycle to report on or select all.
Note: pay calendar/ pay cycles will only appear in the drop-down menu if they have pay run data to report.
Employee Group
Select which employees to report on based on these options:
- All employees or active employees or inactive employees (archived)
- All groups or groups of employees based on pay calendars / pay cycle groups
- Employees by state
- Individually selected employees by name
The Related Payruns filter will display specific runs within your selected criteria.
View and download reports
You can view any report within the Payroll Reports tab.
Select Export as for the report you wish to view and click on View.
The report will load in another browser tab on your computer. Click Print Report to print to PDF or a local printer.
A PDF of the report will be generated.
If you wish to download the report as a CSV file, select Export as CSV.
Or you can click Export CSV while viewing the report as well.
The report will be exported as CSV which you can open i a spreadsheet software like Excel.