Concluding Payroll
Once you have saved all payslips from Run Payroll, click Continue to Summary.
Generate Preview
At the bottom of the Summary, you can click to Generate Preview.
This will start the process of generating reports and tax forms. After a few minutes, you will be notified that reports have been generated. You can view these from the Reports page.
Conclude Payroll
To finalise payroll, click the Conclude Payroll button. This may vary in companies where an Approval process is implemented.
Once payroll is concluded, reports will be regenerated.
Payroll Summary
The Summary can also be accessed from Payroll History (for concluded payrolls) by clicking on the Complete button (see: Opening a Concluded Payroll).
Deductions and Employer Liabilities
The Deductions & Employer liabilities table shows a row for each liability, and the cost for the Employee and Employer.
The total of these two columns would be required to be paid at an FS5 level.
New Starters and Leavers
See which employees were engaged or terminated during this period.
Top and Bottom Earners
Review the highest and lowest paid employees.
Biggest Month-On-Month Movers
In the Biggest Movers table, you can view the employee who had the highest percentage change in their pay.
On the right, you can select how many to show, which defaults to Show 5.
As seen in the above screenshot, Buddy provides the biggest reason to help identify the changes.
Exceptions
Exceptions are grouped based on their type. These flag any anomalies compared to expectations.
These include engagements and terminations, missing pay items, missing payslips, and more.
Department Summary
The Department Summary shows the Gross, Net, and Total Cost for each Department.
Pay Item Comparison Report
The Pay Item Comparison table highlights every pay item (across all employees) and shows the difference from the previous period.
This table can be sorted so that one can easily review the largest difference at the top or bottom of the list.