Overview of standard payroll reports

Summary

The following article provides 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 Procedures/Reports" -> "Payroll Report Generator"

This article is a listing of standard reports available to you and a brief description of how each report can be used.

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 R1.02

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 R1.06

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.

APS/AP1/AP2 - Natwest Autopay R1.01

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 - R1.01

For users of Barclays Payflow, this report prints out the relevant payment details for the current payroll period.

CHQ - Cheque Listing R1.00

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 R1.01

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 R1.01

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 - R1.07

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.) - R1.00

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/P60 End of Year - 20XX

This report enables you to print all your employee's P14/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 P14/P60's for all employees, a range of employees or an individual employee using the screen that pops up when you select the report.

P32 - P32 Annual ER Payments -20XX

This shows a complete 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.

P45 - P45 Print R2.01

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.

PLEASE NOTE: This report is normally produce from by the enter payroll leavers option and need not be ran from the report generator.

P60 - P60 End of year. - 20XX

This report prints all the pay details for an employee an prints in a format to fit the P60 forms supplied by the HMRC at the end of the year.

PLEASE NOTE: This report is normally produce from by the enter payroll 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 period 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 - R1.02

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 - R1.04

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>.

PLEASE NOTE: This report is normally produce from by the enter payroll leavers option and need not be ran from the report generator.

SMP - Employee SMP/SAP/SPP R1.01

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 - R1.06

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) - R1.00

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 R1.06

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 R1.00

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 R1.06

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

• Entering P45 Details/New Starters

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Keywords AND Misspellings

Payroll, reports, standard