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, FSS, NIC and Maternity Contributions 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 three 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.
- 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 - Download Payslip
Download all payslips into a .pdf. For Individual payslips, check Viewing Individual Payslips.
Action Button
The Action button opens a dropdown that includes actions such as Pay By SEPA file or Send Payslips.
- SEPA File Download
Download a bank file which you can upload to your bank to effect SEPA bank transfers.
This is only visible if you have bank details inserted. - Send 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.). We advise downloading offline backup copies as good practice before updating these. - Integration Specific Actions
Sending data to Accounting or Payment-related integrations will appear within the Actions drop-down as well
Integration Buttons
The fourth button that may appear on your Payroll History is an integration summary. Depending on set integrations, once you have sent the data, you will see an icon with a checkmark to confirm that the data for that payroll has been sent