Difference between revisions of "Overview of standard payroll reports"
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== Summary == | == Summary == | ||
| + | This article is a listing of standard reports available to you and a brief description of how each report can be used. | ||
| − | + | == More Information == | |
| − | + | Below is an overview of the reports available to you within Platinum Payroll. The Payroll system contains a range of standard reports. The Payroll system also contains a Report Generator, which enables you to create your own reports. | |
| − | |||
| − | + | Go to {{Menu|{{PR}}|Payroll Reports|Payroll Report Generator}}." | |
| − | == ADD - Employee Address Labels == | + | === ADD - Employee Address Labels === |
This report provides you with a print of the employees name and five lines of address. It it meant as a listing of employee details to allow you to produce address labels for all your employees. | This report provides you with a print of the employees name and five lines of address. It it meant as a listing of employee details to allow you to produce address labels for all your employees. | ||
| − | == ADP - Current Adjustments == | + | === ADP - Current Adjustments === |
| − | Produces a report to show any adjustments which have been made in the current period e.g. P45 Details entered, corrections to pay. | + | Produces a report to show any adjustments which have been made in the current period e.g. P45 Details entered, corrections to pay. |
| − | == ANL - Payroll Analysis == | + | === ANL - Payroll Analysis === |
A breakdown of the payroll totals for the employees included in the current payroll period. This report shows period totals and year to date totals for Gross & Nett Pay, Tax, NI, Pension, SSP, SMP etc. | A breakdown of the payroll totals for the employees included in the current payroll period. This report shows period totals and year to date totals for Gross & Nett Pay, Tax, NI, Pension, SSP, SMP etc. | ||
| − | == ANL - Payroll Analysis (LS) == | + | === ANL - Payroll Analysis (LS) === |
As above, but designed to print in landscape format with the page on its side. | As above, but designed to print in landscape format with the page on its side. | ||
| − | == APS/AP1/AP2 - Natwest Autopay == | + | === APS/AP1/AP2 - Natwest Autopay === |
| − | For users of Natwest Autopay, this report prints out the relevant payment details for the current payroll period. | + | For users of Natwest Autopay, this report prints out the relevant payment details for the current payroll period. |
| − | == BNK - Bank Payment Transfers == | + | === BNK - Bank Payment Transfers === |
| − | This report was used for an old method of payment and is rarely used now. Call your dealer for advice if you wish to use this report. | + | This report was used for an old method of payment and is rarely used now. Call your dealer for advice if you wish to use this report. |
| − | == BPF/BP1/BP2 - Barclays Payflow == | + | === BPF/BP1/BP2 - Barclays Payflow === |
| − | For users of Barclays Payflow, this report prints out the relevant payment details for the current payroll period. | + | For users of Barclays Payflow, this report prints out the relevant payment details for the current payroll period. |
| − | == CHQ - Cheque Listing == | + | === CHQ - Cheque Listing === |
| − | This lists all employees to be paid by cheque and the amount to pay them. This report is based on the current period totals. | + | This lists all employees to be paid by cheque and the amount to pay them. This report is based on the current period totals. |
| − | == COI - Coinage Analysis == | + | === COI - Coinage Analysis === |
| − | For employees, who are paid by cash, this report breaks down how to pay each employee. It asks you to enter the largest note e.g. £50 and lists how many of each note and coin to give an employee, for example for an employee who is being paid £127.50 it may recommend 2 x £50.00, 1 x £20.00, 1 x £5.00, 2 x £1.00 and 1 x 50p. This breakdown can be useful for companies paying a large number of employees by cash. | + | For employees, who are paid by cash, this report breaks down how to pay each employee. It asks you to enter the largest note e.g. £50 and lists how many of each note and coin to give an employee, for example for an employee who is being paid £127.50 it may recommend 2 x £50.00, 1 x £20.00, 1 x £5.00, 2 x £1.00 and 1 x 50p. This breakdown can be useful for companies paying a large number of employees by cash. |
| − | == CRD - Credit Transfers == | + | === CRD - Credit Transfers === |
| − | This report was used for an old method of payment and is rarely used now. Call your dealer for advice if you wish to use this report. | + | This report was used for an old method of payment and is rarely used now. Call your dealer for advice if you wish to use this report. |
| − | == DET - Print Employee Details == | + | === DET - Print Employee Details === |
| − | This report prints out various details about the chosen employee e.g. Name, Address, Date of Birth, Start Date, Current & last 3 NI Numbers and Tax Codes, Payment Details and Bank Details. | + | This report prints out various details about the chosen employee e.g. Name, Address, Date of Birth, Start Date, Current & last 3 NI Numbers and Tax Codes, Payment Details and Bank Details. |
| − | == EMP - Employee History == | + | === EMP - Employee History === |
This report give a summary of all an employees pay figures to date for the selected year. It can be filtered by Employee and payroll year and the default output is to screen | This report give a summary of all an employees pay figures to date for the selected year. It can be filtered by Employee and payroll year and the default output is to screen | ||
| − | == ENI - Employee Yearly NI Report == | + | === ENI - Employee Yearly NI Report === |
| − | This shows a breakdown of Employee's NI earnings, NI Contributions, Employer's Contributions and Contracted out contributions for the year to date (excluding the current period totals). This is broken down by department and lists each employee individually. | + | This shows a breakdown of Employee's NI earnings, NI Contributions, Employer's Contributions and Contracted out contributions for the year to date (excluding the current period totals). This is broken down by department and lists each employee individually. |
| − | == HCR - Holiday Credit Available == | + | === HCR - Holiday Credit Available === |
| − | This report produces a list of employees, their Holiday Credit left to take and the number of days holiday they have left. | + | This report produces a list of employees, their Holiday Credit left to take and the number of days holiday they have left. |
| − | == LB - Bank Listing == | + | === LB - Bank Listing === |
This can be viewed on the screen, printed out or sent to a file. It lists all the banks on file and their addresses. | This can be viewed on the screen, printed out or sent to a file. It lists all the banks on file and their addresses. | ||
| − | == LD - Department Listing == | + | === LD - Department Listing === |
| − | This can be viewed on the screen, printed out or sent to a file. It lists all Departments and their Code. | + | This can be viewed on the screen, printed out or sent to a file. It lists all Departments and their Code. |
| − | == LE - Employee Listing == | + | === LE - Employee Listing === |
| − | This can be viewed on the screen, printed out or sent to a file. It lists all employees, under their department heading. | + | This can be viewed on the screen, printed out or sent to a file. It lists all employees, under their department heading. |
| − | == LEA - Payroll Leavers == | + | === LEA - Payroll Leavers === |
This shows all payroll leavers within the Payroll Periods specified. It provides a summary of their payroll totals, up to the last period they were included in e.g. Gross Pay, Nett Pay, NI, Pension Contributions etc | This shows all payroll leavers within the Payroll Periods specified. It provides a summary of their payroll totals, up to the last period they were included in e.g. Gross Pay, Nett Pay, NI, Pension Contributions etc | ||
| − | == LPH - Large Payslips == | + | === LPH - Large Payslips === |
These payslips are detailed payslips that print on a Full A4 page, which will show a complete breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, Hours, Rates, Holiday Days left and Holiday Credit for the current period and Pay, NI & Tax for the year to date. | These payslips are detailed payslips that print on a Full A4 page, which will show a complete breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, Hours, Rates, Holiday Days left and Holiday Credit for the current period and Pay, NI & Tax for the year to date. | ||
| − | == LPH - Large Payslips (Hist.) == | + | === LPH - Large Payslips (Hist.) === |
These payslips are detailed payslips that print on a Full A4 page that can be printed for any previous period, which will show a complete breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, Hours, Rates, Holiday Days left and Holiday Credit for the current period and Pay, NI & Tax for the year to date. | These payslips are detailed payslips that print on a Full A4 page that can be printed for any previous period, which will show a complete breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, Hours, Rates, Holiday Days left and Holiday Credit for the current period and Pay, NI & Tax for the year to date. | ||
| − | == P11 - P11 Current TAX Year - 20XX == | + | === P11 - P11 Current TAX Year - 20XX === |
| − | This report will pop up a range screen to allow you to select a range of employees to produce the P11 for. Leave the range blank to produce a report for all employees, enter a range of codes to produce the report for all employees within the range or enter one employee in both fields to produce the report for that employee only. The P11 report produces all the information you need to fill in the P11 form, as required by the Inland Revenue. | + | This report will pop up a range screen to allow you to select a range of employees to produce the P11 for. Leave the range blank to produce a report for all employees, enter a range of codes to produce the report for all employees within the range or enter one employee in both fields to produce the report for that employee only. The P11 report produces all the information you need to fill in the P11 form, as required by the Inland Revenue. |
| − | == P14 - P14 End of Year - 20XX == | + | === P14 - P14 End of Year - 20XX === |
This report is no longer used - P14 details should be filed online and forms P60 for your employees should be printed using the P60 report (below). | This report is no longer used - P14 details should be filed online and forms P60 for your employees should be printed using the P60 report (below). | ||
| − | == P32 - | + | === P32 - Annual Employer Payments === |
| − | This shows a | + | This shows a list of all payments made by the employer over the Tax Year. It is broken down by Tax Weeks and summarized by Month, with totals for the year at the base of the report. |
| + | |||
| + | {{Note|text=The weeks are grouped into months in the same way as they used to be on the old HMRC P32 form. This form is no longer supported and this report should not be used for calculating payments as the grouping of weeks into months may not match the new RTI system. For a breakdown into months with each week included in the appropriate month for the RTI system refer to {{Menu|Payroll Procedures/Reports|Monthly Payroll Routines|Employer Payment Summary|Submit a 20XX/XX EPS}}.}} | ||
| − | == P45 - P45 Print == | + | === P45 - P45 Print === |
| − | When an employee leaves you have the option to a P45 directly onto pre-printed P45 stationary. This report will fill in all the information to complete the P45 e.g. District Number, Employee Name & Address, Pay to date, Tax to date, Tax Code, Leaving date etc. | + | When an employee leaves you have the option to a P45 directly onto pre-printed P45 stationary. This report will fill in all the information to complete the P45 e.g. District Number, Employee Name & Address, Pay to date, Tax to date, Tax Code, Leaving date etc. |
| − | {{Note | + | {{Note|text=This report is normally produced from the {{Menu|Payroll Leavers}} option and need not be ran from the report generator.}} |
| − | == P60 - P60 End of Year Cert. - 20XX == | + | === P60 - P60 End of Year Cert. - 20XX === |
| − | This report enables you to print all your employee's P60's onto pre-printed stationary, provided by the Inland Revenue, which makes running your end of Tax Year reports simple and quick. You may also print these onto plain paper if you wish to fill in the forms yourself, from the information supplied on the printout. This report allows you to print P60's for all employees, a range of employees or an individual employee using the screen that pops up when you select the report. | + | This report enables you to print all your employee's P60's onto pre-printed stationary, provided by the Inland Revenue, which makes running your end of Tax Year reports simple and quick. You may also print these onto plain paper if you wish to fill in the forms yourself, from the information supplied on the printout. This report allows you to print P60's for all employees, a range of employees or an individual employee using the screen that pops up when you select the report. |
| − | {{Note | + | {{Note|text=This report is normally produced from the {{Menu|Year End}} option and need not be ran from the report generator.}} |
| − | == PE1 - Period History (By Year) == | + | === PE1 - Period History (By Year) === |
This shows a summary of payroll figures for a range of periods within a specific year. It can be filtered by a particular payroll period (or runs for all if left blank) and payroll year and the default output is to screen. | This shows a summary of payroll figures for a range of periods within a specific year. It can be filtered by a particular payroll period (or runs for all if left blank) and payroll year and the default output is to screen. | ||
| − | == PEN - Pension Breakdown == | + | === PEN - Pension Breakdown === |
| − | This lists Pension contributions for the employee & employer for all employees who are contributing to a pension scheme, for the current period. | + | This lists Pension contributions for the employee & employer for all employees who are contributing to a pension scheme, for the current period. |
| − | == S45 - P45 Screen Summary == | + | === S45 - P45 Screen Summary === |
When an employee leaves you have the option to view a P45 summary on screen. This contains all the information you will need to be able to complete a P45 e.g. District Number, Employee Name & Address, Pay to date, Tax to date, Tax Code, Leaving date etc. You may print this out from the screen by pressing {{KeyPress|F2}}. | When an employee leaves you have the option to view a P45 summary on screen. This contains all the information you will need to be able to complete a P45 e.g. District Number, Employee Name & Address, Pay to date, Tax to date, Tax Code, Leaving date etc. You may print this out from the screen by pressing {{KeyPress|F2}}. | ||
| − | {{Note | + | {{Note|text=This report is normally produce from the {{Menu|Payroll Leavers}} option and need not be ran from the report generator.}} |
| − | == SMP - Employee SMP/SAP/SPP == | + | === SMP - Employee SMP/SAP/SPP === |
A report by employee to show their Maternity Pay record i.e. Dates - Baby Due, End of employment and the SMP Diary (which lists the payments alongside the period they were paid in). | A report by employee to show their Maternity Pay record i.e. Dates - Baby Due, End of employment and the SMP Diary (which lists the payments alongside the period they were paid in). | ||
| − | == SPS - Small Payslips == | + | === SPS - Small Payslips === |
| − | These are Small Payslips that can be printed for any previous period. The date shown on the payslip will be the Payroll Period end date. They will show a breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, and Hours for the current period and Pay, NI & Tax for the year to date. | + | These are Small Payslips that can be printed for any previous period. The date shown on the payslip will be the Payroll Period end date. They will show a breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, and Hours for the current period and Pay, NI & Tax for the year to date. |
| − | == SPH - Small Payslips (Hist) == | + | === SPH - Small Payslips (Hist) === |
| − | These are Small Payslips for the current Payroll Period. The date shown on the payslip will be the Payroll Period end date. They will show a breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, and Hours for the current period and Pay, NI & Tax for the year to date. | + | These are Small Payslips for the current Payroll Period. The date shown on the payslip will be the Payroll Period end date. They will show a breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, and Hours for the current period and Pay, NI & Tax for the year to date. |
| − | == SPT - Small Payslips - Alt == | + | === SPT - Small Payslips - Alt === |
| − | These are alternative Small Payslips for the current Payroll Period. They will show a breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, and Hours for the current period and Pay, NI & Tax for the year to date. This report will show the Payroll Period end date and will also show the User Date. This allows you to set your User Date to the end date of the actual period you are paying for i.e. the period the employees worked. The User date will appear at the top of the payslip, the Payroll Period end date will appear at the bottom of the slip. | + | These are alternative Small Payslips for the current Payroll Period. They will show a breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, and Hours for the current period and Pay, NI & Tax for the year to date. This report will show the Payroll Period end date and will also show the User Date. This allows you to set your User Date to the end date of the actual period you are paying for i.e. the period the employees worked. The User date will appear at the top of the payslip, the Payroll Period end date will appear at the bottom of the slip. |
| − | == SPU - Payslips Alt-Historic == | + | === SPU - Payslips Alt-Historic === |
| − | These are alternative Small Payslips that can be printed for any previous period. They will show a breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, and Hours for the current period and Pay, NI & Tax for the year to date. This report will show the Payroll Period end date and will also show the User Date. This allows you to set your User Date to the end date of the actual period you are paying for i.e. the period the employees worked. The User date will appear at the top of the payslip, the Payroll Period end date will appear at the bottom of the slip. | + | These are alternative Small Payslips that can be printed for any previous period. They will show a breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, and Hours for the current period and Pay, NI & Tax for the year to date. This report will show the Payroll Period end date and will also show the User Date. This allows you to set your User Date to the end date of the actual period you are paying for i.e. the period the employees worked. The User date will appear at the top of the payslip, the Payroll Period end date will appear at the bottom of the slip. |
| − | == SSP - SSP Analysis Report == | + | === SSP - SSP Analysis Report === |
| − | A listing of any SSP payments for the current period. The details include the employee code, Start, End & Notified Dates, Number of Qualifying & Waiting Days and a Comment. | + | A listing of any SSP payments for the current period. The details include the employee code, Start, End & Notified Dates, Number of Qualifying & Waiting Days and a Comment. |
| − | == SUM - View Employee Summary == | + | === SUM - View Employee Summary === |
This report defaults to a screen output. It shows a summary of the current period totals for the chosen employee : Gross pay, Nett pay, Tax, NI, Pension, SSP, SMP, Post-Tax Deductions, Holiday pay & days left. It also shows Year to Date Gross pay, Nett pay, Tax, NI, Pension, Post-Tax Deductions and Holiday Credits for the specified employee. This can be printed out from the screen by pressing {{KeyPress|F2}}. | This report defaults to a screen output. It shows a summary of the current period totals for the chosen employee : Gross pay, Nett pay, Tax, NI, Pension, SSP, SMP, Post-Tax Deductions, Holiday pay & days left. It also shows Year to Date Gross pay, Nett pay, Tax, NI, Pension, Post-Tax Deductions and Holiday Credits for the specified employee. This can be printed out from the screen by pressing {{KeyPress|F2}}. | ||
== See also == | == See also == | ||
| − | + | * [[How do I run a payroll period?]] | |
| − | + | * [[How do I close a payroll period?]] | |
| − | + | * [[How do I run reports at the end of a payroll period?]] | |
| − | * [[How do I | ||
| − | * [[How do I | ||
| − | * [[How do I | ||
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| − | {{KB_Tags| | + | {{KB_Tags|payroll, reports, standard}} |
| − | {{ | + | {{Guide}}{{KB_PR}}{{ZN_Admin}} |
Latest revision as of 14:02, 8 November 2019
Contents
- 1 Summary
- 2 More Information
- 2.1 ADD - Employee Address Labels
- 2.2 ADP - Current Adjustments
- 2.3 ANL - Payroll Analysis
- 2.4 ANL - Payroll Analysis (LS)
- 2.5 APS/AP1/AP2 - Natwest Autopay
- 2.6 BNK - Bank Payment Transfers
- 2.7 BPF/BP1/BP2 - Barclays Payflow
- 2.8 CHQ - Cheque Listing
- 2.9 COI - Coinage Analysis
- 2.10 CRD - Credit Transfers
- 2.11 DET - Print Employee Details
- 2.12 EMP - Employee History
- 2.13 ENI - Employee Yearly NI Report
- 2.14 HCR - Holiday Credit Available
- 2.15 LB - Bank Listing
- 2.16 LD - Department Listing
- 2.17 LE - Employee Listing
- 2.18 LEA - Payroll Leavers
- 2.19 LPH - Large Payslips
- 2.20 LPH - Large Payslips (Hist.)
- 2.21 P11 - P11 Current TAX Year - 20XX
- 2.22 P14 - P14 End of Year - 20XX
- 2.23 P32 - Annual Employer Payments
- 2.24 P45 - P45 Print
- 2.25 P60 - P60 End of Year Cert. - 20XX
- 2.26 PE1 - Period History (By Year)
- 2.27 PEN - Pension Breakdown
- 2.28 S45 - P45 Screen Summary
- 2.29 SMP - Employee SMP/SAP/SPP
- 2.30 SPS - Small Payslips
- 2.31 SPH - Small Payslips (Hist)
- 2.32 SPT - Small Payslips - Alt
- 2.33 SPU - Payslips Alt-Historic
- 2.34 SSP - SSP Analysis Report
- 2.35 SUM - View Employee Summary
- 3 See also
Summary
This article is a listing of standard reports available to you and a brief description of how each report can be used.
More Information
Below is an overview of the reports available to you within Platinum Payroll. The Payroll system contains a range of standard reports. The Payroll system also contains a Report Generator, which enables you to create your own reports.
Go to " Payroll Payroll Reports Payroll Report Generator"."
ADD - Employee Address Labels
This report provides you with a print of the employees name and five lines of address. It it meant as a listing of employee details to allow you to produce address labels for all your employees.
ADP - Current Adjustments
Produces a report to show any adjustments which have been made in the current period e.g. P45 Details entered, corrections to pay.
ANL - Payroll Analysis
A breakdown of the payroll totals for the employees included in the current payroll period. This report shows period totals and year to date totals for Gross & Nett Pay, Tax, NI, Pension, SSP, SMP etc.
ANL - Payroll Analysis (LS)
As above, but designed to print in landscape format with the page on its side.
APS/AP1/AP2 - Natwest Autopay
For users of Natwest Autopay, this report prints out the relevant payment details for the current payroll period.
BNK - Bank Payment Transfers
This report was used for an old method of payment and is rarely used now. Call your dealer for advice if you wish to use this report.
BPF/BP1/BP2 - Barclays Payflow
For users of Barclays Payflow, this report prints out the relevant payment details for the current payroll period.
CHQ - Cheque Listing
This lists all employees to be paid by cheque and the amount to pay them. This report is based on the current period totals.
COI - Coinage Analysis
For employees, who are paid by cash, this report breaks down how to pay each employee. It asks you to enter the largest note e.g. £50 and lists how many of each note and coin to give an employee, for example for an employee who is being paid £127.50 it may recommend 2 x £50.00, 1 x £20.00, 1 x £5.00, 2 x £1.00 and 1 x 50p. This breakdown can be useful for companies paying a large number of employees by cash.
CRD - Credit Transfers
This report was used for an old method of payment and is rarely used now. Call your dealer for advice if you wish to use this report.
DET - Print Employee Details
This report prints out various details about the chosen employee e.g. Name, Address, Date of Birth, Start Date, Current & last 3 NI Numbers and Tax Codes, Payment Details and Bank Details.
EMP - Employee History
This report give a summary of all an employees pay figures to date for the selected year. It can be filtered by Employee and payroll year and the default output is to screen
ENI - Employee Yearly NI Report
This shows a breakdown of Employee's NI earnings, NI Contributions, Employer's Contributions and Contracted out contributions for the year to date (excluding the current period totals). This is broken down by department and lists each employee individually.
HCR - Holiday Credit Available
This report produces a list of employees, their Holiday Credit left to take and the number of days holiday they have left.
LB - Bank Listing
This can be viewed on the screen, printed out or sent to a file. It lists all the banks on file and their addresses.
LD - Department Listing
This can be viewed on the screen, printed out or sent to a file. It lists all Departments and their Code.
LE - Employee Listing
This can be viewed on the screen, printed out or sent to a file. It lists all employees, under their department heading.
LEA - Payroll Leavers
This shows all payroll leavers within the Payroll Periods specified. It provides a summary of their payroll totals, up to the last period they were included in e.g. Gross Pay, Nett Pay, NI, Pension Contributions etc
LPH - Large Payslips
These payslips are detailed payslips that print on a Full A4 page, which will show a complete breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, Hours, Rates, Holiday Days left and Holiday Credit for the current period and Pay, NI & Tax for the year to date.
LPH - Large Payslips (Hist.)
These payslips are detailed payslips that print on a Full A4 page that can be printed for any previous period, which will show a complete breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, Hours, Rates, Holiday Days left and Holiday Credit for the current period and Pay, NI & Tax for the year to date.
P11 - P11 Current TAX Year - 20XX
This report will pop up a range screen to allow you to select a range of employees to produce the P11 for. Leave the range blank to produce a report for all employees, enter a range of codes to produce the report for all employees within the range or enter one employee in both fields to produce the report for that employee only. The P11 report produces all the information you need to fill in the P11 form, as required by the Inland Revenue.
P14 - P14 End of Year - 20XX
This report is no longer used - P14 details should be filed online and forms P60 for your employees should be printed using the P60 report (below).
P32 - Annual Employer Payments
This shows a list of all payments made by the employer over the Tax Year. It is broken down by Tax Weeks and summarized by Month, with totals for the year at the base of the report.
 | The weeks are grouped into months in the same way as they used to be on the old HMRC P32 form. This form is no longer supported and this report should not be used for calculating payments as the grouping of weeks into months may not match the new RTI system. For a breakdown into months with each week included in the appropriate month for the RTI system refer to " Payroll Procedures/Reports Monthly Payroll Routines Employer Payment Summary Submit a 20XX/XX EPS". |
P45 - P45 Print
When an employee leaves you have the option to a P45 directly onto pre-printed P45 stationary. This report will fill in all the information to complete the P45 e.g. District Number, Employee Name & Address, Pay to date, Tax to date, Tax Code, Leaving date etc.
| This report is normally produced from the " Payroll Leavers" option and need not be ran from the report generator. |
P60 - P60 End of Year Cert. - 20XX
This report enables you to print all your employee's P60's onto pre-printed stationary, provided by the Inland Revenue, which makes running your end of Tax Year reports simple and quick. You may also print these onto plain paper if you wish to fill in the forms yourself, from the information supplied on the printout. This report allows you to print P60's for all employees, a range of employees or an individual employee using the screen that pops up when you select the report.
| This report is normally produced from the " Year End" option and need not be ran from the report generator. |
PE1 - Period History (By Year)
This shows a summary of payroll figures for a range of periods within a specific year. It can be filtered by a particular payroll period (or runs for all if left blank) and payroll year and the default output is to screen.
PEN - Pension Breakdown
This lists Pension contributions for the employee & employer for all employees who are contributing to a pension scheme, for the current period.
S45 - P45 Screen Summary
When an employee leaves you have the option to view a P45 summary on screen. This contains all the information you will need to be able to complete a P45 e.g. District Number, Employee Name & Address, Pay to date, Tax to date, Tax Code, Leaving date etc. You may print this out from the screen by pressing <F2>.
| This report is normally produce from the " Payroll Leavers" option and need not be ran from the report generator. |
SMP - Employee SMP/SAP/SPP
A report by employee to show their Maternity Pay record i.e. Dates - Baby Due, End of employment and the SMP Diary (which lists the payments alongside the period they were paid in).
SPS - Small Payslips
These are Small Payslips that can be printed for any previous period. The date shown on the payslip will be the Payroll Period end date. They will show a breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, and Hours for the current period and Pay, NI & Tax for the year to date.
SPH - Small Payslips (Hist)
These are Small Payslips for the current Payroll Period. The date shown on the payslip will be the Payroll Period end date. They will show a breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, and Hours for the current period and Pay, NI & Tax for the year to date.
SPT - Small Payslips - Alt
These are alternative Small Payslips for the current Payroll Period. They will show a breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, and Hours for the current period and Pay, NI & Tax for the year to date. This report will show the Payroll Period end date and will also show the User Date. This allows you to set your User Date to the end date of the actual period you are paying for i.e. the period the employees worked. The User date will appear at the top of the payslip, the Payroll Period end date will appear at the bottom of the slip.
SPU - Payslips Alt-Historic
These are alternative Small Payslips that can be printed for any previous period. They will show a breakdown of Nett & Gross pay, Tax, NI, Pension, Adjustments, and Hours for the current period and Pay, NI & Tax for the year to date. This report will show the Payroll Period end date and will also show the User Date. This allows you to set your User Date to the end date of the actual period you are paying for i.e. the period the employees worked. The User date will appear at the top of the payslip, the Payroll Period end date will appear at the bottom of the slip.
SSP - SSP Analysis Report
A listing of any SSP payments for the current period. The details include the employee code, Start, End & Notified Dates, Number of Qualifying & Waiting Days and a Comment.
SUM - View Employee Summary
This report defaults to a screen output. It shows a summary of the current period totals for the chosen employee : Gross pay, Nett pay, Tax, NI, Pension, SSP, SMP, Post-Tax Deductions, Holiday pay & days left. It also shows Year to Date Gross pay, Nett pay, Tax, NI, Pension, Post-Tax Deductions and Holiday Credits for the specified employee. This can be printed out from the screen by pressing <F2>.
See also
- How do I run a payroll period?
- How do I close a payroll period?
- How do I run reports at the end of a payroll period?
