In the Payroll History, you can view the summary of all concluded payrolls, download reports, and send payslips.
Preferred Views
Each user can select one of three views for their Payroll History. The view can be chosen on the top-right button as shown in the screenshot below:
The selected view will be applicable for the user, and it will not change how other users in the same company access their Payroll History. Moreover, the setting is saved so that the last view used will remain when switching companies.
Detailed View
The detailed view shows the currency values for Net Pay and Taxes. This view is excellent for those of us who prefer numbers head-on.
Normal View
This view visualises the Net Pay, Taxes, NIC and Pensions into a segmented battery chart. The visual representation can show pattern differences across payrolls, aiding anomaly detection.
Each segment can be hovered to show the currency amount.
Card View
The card view organises the same segmented battery data into cards, highlighting different details for each payroll. One of the more prominent icons is the status of the current payroll.
Key Buttons
In either view, there are four main buttons where all activity is grouped.
Status Button
This lets you know whether payroll is completed, payroll is not yet concluded (for previous payroll periods) or Active (for the current period).
Clicking this button when a payroll is concluded will show you the payroll summary, and allow you to re-open payroll for that period.
Download Button
All .pdf downloads are grouped within a dropdown under the download button.
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Payroll Report
Download a detailed payroll report for the period -
Net Payroll Report
Download a net report for the period -
Net & Bank Report
Download a report of the employee names, bank information and net amounts for the period -
Cheque Report
Download a report of employee names and net amounts to be paid by cheque -
Payslips
Download all payslips into a .pdf. For Individual payslips, check Viewing Individual Payslips. -
FPS Submission and FPS Response
Download either the FPS submission file or the FPS response file
Action Button
The Action button opens a dropdown that includes actions such as Pay By SEPA file or Send Payslips.
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Pay by BACS File
Download a BACS file which you can upload to your bank. -
Send Employee Payslips
Send an email to employees with a link to their payslip, or with a .pdf attachment -
Refresh Payroll Reports
Re-generate your Payroll Reports and Tax Forms (e.g., if you changed an employee’s address, etc.).
It is advised to download offline backup copies as good practice before updating reports. -
Integration Specific Actions
Sending data to Accounting or Payment-related integrations will appear within the Actions drop-down as well, if connected.
Integration Buttons
The fourth button is the integration status. Companies operating in the UK will always see the HMRC icon. In addition, icons for other integrations will appear with a checkmark once the data has been sent.
These icons will help you track which payrolls have been sent to HMRC or other integrations from within Buddy.