All employees paid last financial year

As part of your end of financial year reporting, you might like to produce a report of employees that were paid last financial year based on the last paycycle processed date.

To produce this report you'll need to run two reports one in Approved People and one in Archived People and combine in excel so that you can further sort as needed.

Run the report in Approved People and Archived People 
  1. Navigate to People > Approved people (to produce a list of your existing employees) mceclip5.png and People> Archived people (using the date parameters to produce a list of employees who have a processed payslip this financial year. 
  2. Select all your employees and through the Bulk Actions select Export Selected.
  3. Then in the export options select your desired fields. For example to produce a report with the output noted below:
  • Employee ID
  • Employee full name
  • Days worked FY 2020
  • Last Declined/Archived time. For double checking purposes you may also like to include termination and archive dates.
  • Termination Date
  • Last pay week ending
  1. Repeat the report in Archived people (this is where your past employee's details are held). 
  2. mceclip4.png

Navigate to People > Approved people (to produce a list of your existing employees) and People> Archived people (using the date parameters to produce a list of employees who have a processed payslip last financial year.

Select all your employees and through the bulk actions select Export Selected.

Then in the export options select your desired fields. For example to produce a report with the output noted below:

  • Employee ID
  • Employee full name
  • Days worked FY 2020
  • Last Declined/Archived time. For double checking purposes you may also like to include termination and archive dates.
  • Termination Date
  • Last pay week ending

Repeat the report in Archived people (this is where your past employee's details are held).

Combine the reports in excel and sort
  1. Open your Approved People report and add an extra column for employee status and select the current for all your approved people. Save the data e.g.'Employees paid this year report'.
  2. Open your Approved People report and add an extra column for employee status and select the current for all your approved people. Save the data e.g. 'Employees paid this year report'.
  3. Then copy the relevant data from your Archived people report and copy it at the bottom of the Employees Paid report that you created. And update the status to 'past' and save.

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