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Accessing Payroll Reports for Previous Members: A Guide

Overview of Payroll Reports for Previous Members

This article provides an overview of the payroll reports available for previous members, including details on how to access specific reports that can assist in tracking employment status and termination reasons.

Available Payroll Reports

  1. Member Details Report

    • This report can be used to view details about members, including their employment status.
    • To access this report:
      • Navigate to Reports → Member Reports → Members Detail Report.
      • Apply the necessary filters, such as selecting the status to 'Terminated'.
      • Export the report to Excel to view detailed information, including termination dates.

  2. Termination Report

    • The Termination Report provides a list of all terminated members and their termination dates.
    • To generate this report:
      • Go to Reports → Member Reports → Members Detail Report.
      • Ensure to select the Terminated status in the filters.
      • Export the report to see the termination dates for all terminated members.

  3. Verified Members Report

    • This report allows you to check the employment status of verified members.
    • To generate the report:
      • Navigate to Reports → Recruitment Reports → Member Employment Work Status.
      • Select the relevant filters and click Report to generate the data.
      • You can also export this report to Excel for further analysis.

Identifying Members with 'Do Not Employ' Status

To find previous active members whose status is now marked as 'Do Not Employ', there is currently no dedicated report that directly lists these members. However, you can manually check the status of previously active members by:

  • Accessing the Member Details Report and filtering for members who are now inactive or terminated.
  • Reviewing the Reasons (Personnel) Master in the Staff portal to check the reasons associated with each member's status.

Compliance with ATO Requirements

For compliance with ATO requirements, it is important to include the termination reason in your reporting. The termination reason, also known as the Cessation Type Code, is recorded in the Reasons (Personnel) Master. When reporting a termination, ensure that the Cessation Type Code is correctly assigned to each terminated member.

Conclusion

Understanding the available payroll reports for previous members is essential for effective management and compliance. By utilizing the Member Details Report, Termination Report, and Verified Members Report, you can efficiently track employment statuses and ensure that all necessary information is recorded for compliance purposes. If you require further assistance or specific reporting needs, please consult your system administrator or support team.