Payroll Activity Report (Standard and Advanced)

You may like to run a payroll activity report after processing payroll.

There are two main reports located in Reports > Financial > Payroll Activity section.

  1. The Standard report allows grouping by office code (most common) or employee.
  2. The Advanced report includes additional grouping for example grouping by employee type, payroll tax and workcover liability allocations.

Standard Payroll Activity Report

Standard Report is most commonly used in the below scenarios:

  • Producing a report of your total wages by office code/ per entity. An example is your total wages for Office 1 vs Office 2.
  • Its also really helpful for reviewing any adjustments made. For example if you're balancing your accounting.

To generate the report:

  1. Select the Duration (time range that you'd like)
  2. And your preferred Grouping by (typically employee id and payslip or office code)
  3. You can leave the filters blank to view all or you can choose specific filters such as employees, office codes, extra filter (see Terminations and Payroll Activity report below), batch or Hide Columns depending on your needs.
  4. The checkbox options are also available with the most commonly used checkboxes being:
    • Show Adjustments allowing you to view any adjustments made in that time period (e.g. over-payment or under-payment) and you can view these per payslips line item.
    • Separate superannuation contribution types allowing you to view different superannuation types on separate itemised lines.
  5. Once you submit the report you can also Export in CSV or PDF or Print.
  6. The Search function on the left also allows you to see a specific employee for example in a larger list.

Group by employee id and payslip to view your breakdown per employee and payslip.

Group by office code and select show adjustments/ split super to view your wages, any adjusts on a per office code basis. 

This will include:

  • Employee ID
  • Payslip
  • Office Code ID
  • Month
  • Period Ending

You can also choose additional display options such as:

  • Cash Basis (payment date rather than pay period date).
  • Split Pay Items
  • Hide Total Column in Export
  • List Accruals
  • Show Adjustments
  • Separate Superannuation Contribution types
  • Split Deductions

Terminations:

If you had any terminations, you're also able to choose a report that either includes:

  • Payslips with Leave Terminations
  • Payslips without Leave Terminations

Group by month and select the extra filters to view your terminations break downs (payslips with or without leave).

Advanced Payroll Activity Report

Advanced Report is most commonly used in the below scenarios:

  • This report is useful for end of financial year reconciliations when comparing to the STP YTD report.
  • Providing payroll tax information to the ATO in the format required. And its also helpful for troubleshooting any payroll tax not balancing.
  • Producing a workcover report grouped by state or viewing the workcover liability.
  • For Labour Hire it's also helpful for Job costing and viewing total ways per Operation.
  • Viewing per Roster and Cost Centre.

To generate the report:

  1. Select the Duration (time range that you'd like)
  2. Add your preferred Grouping by (typically Operation for job costing). The groupings available include:
    • Month
    • Office code
    • Purchase order
    • Employee Id
    • Employment Type (only available for data from FY2020/21 on wards).
    • Operation
    • Batch
    • Line item
    • State
    • Payroll Tax State
    • Workcover code
    • Payslip
    • Period end
  3. You can leave the filters blank to view all or you can choose specific filters such as employees, office codes, extra filter, state, Payroll tax state or Hide Columns depending on your needs.
  4. The checkbox options are also available.
  5. Once you submit the report you can also Export in CSV or PDF or Print.
  6. The Search function on the left also allows you to see a specific employee for example in a larger list.

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