The Pay categories report shows the pay category breakdown for employee payments over a given date range.
Run the report
Log into your payroll platform.
- Go to Reports and select Pay Categories Report.
- Set the required the date range:
- Date range - There are multiple frequencies to choose from as well as a 'custom range'. Additionally, if you want to select a specific pay run instead of a date range, you can change to that filter by clicking the toggle button.
- The Pay Categories Report screen requires the following details to filter the report:
- Pay Schedules - Includes all pay schedules, weekly, fortnightly, monthly, and any other custom schedules that have been set up.
- Locations - Options include all locations, or specific locations that have been set up already.
- Employee - You are able to select a singular employee to filter for. You cannot select multiple employees. The search field allows for employee name, employee Id, external Id and payroll Id;
- Pay Categories - E.g. All, casual, full-time etc.
- Group by - Employee or Pay Category.
- Remember that report results are based on DATE PAID.
- Within this table it segments each different pay category into scheduled pay runs (whether its weekly, fortnightly etc).
- If you expand each pay run, you will see the breakdown of each employee in that pay category.
- The report results when broken down will have the following columns:
- Pay Category
- Units
- Rate
- Gross Earnings
- Select Run Report.
Export the report
- You are able to export these as CSV, Excel or PDF.
- Run the report
- Click the Download button
- Select which format you would like to export the report as.
- The report will download automatically.
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