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Payroll History Report

 

The Payroll History Report has three report options; Summary, Detail and All Staff. Each report option provides the following information in different formats:

 ·    Number of Shifts

·    Normal Hours

·    Normal Hours $ Amount

·    Overtime Hours

·    Overtime Hours $ Amount

·    Allowances Total $ Paid

·    Additions

·    Deductions

·   Non- Taxable Income

·   Gross Taxable Tax

·   Amount Superannuation

·   Net income

 

 The report also provides the ability to select State, Office and Member to filter the data if required. The Export to Excel option is available when running a Summary or Detail report.

 

A whole suite of reports are available for Payroll functionality. These can be found under ‘Payroll’ in the Reports menu. The main payroll report is the Payroll History Report. It can be generated in three formats:

1. Payroll History Summary Report - this is a summary report displaying each member with all of their shifts aggregated across the period sited, included their total shifts, hours worked (including the total, overtime, and normal hour figures)

2. Payroll History Detailed Report - this is a detailed report displaying each member and their shifts.

3. Payroll History All Staff Report - this is a summary report displaying total figures across all members.

Samples of these reports are displayed below. Further payroll related reports may be found under /Reports / Management.

 
 
 
Commonly Asked Questions
 
What does NE and N mean on the payroll summary report next to allowances/additions/deductions
- NE 

  • Allowances marked with "NE" (which stands for “Not separately itemised”) in your payroll summary are typically not shown as separate items in the STP report. Instead, they are rolled up and included as part of the gross amount in your STP submission. This is why you won’t see these allowances itemised separately in your STP final YTD figures. This rolling up of allowances is the most common reason for the discrepancy you are noticing between the payroll summary and the STP YTD gross amount.

- N
  • Deductions marked with "N" indicate that superannuation is not payable on those deductions, as configured below. If the box is unticked, as shown, superannuation is not applied to these deductions.

 

Authorised Users can access the report by selecting:

Reports > Payroll > Payroll History


Understanding “Date From” on the Payroll History Report

When using the Payroll History Report, the “Date From” field refers to the Weekending Period date, not the start of the pay period.

For example, if your pay period is from 24/06/2024 to 30/06/2024, you should enter:

  • Date From: 30/06/2024 (Pay Period Ending)

  • Date To: 30/06/2024 (Pay Period Ending)

This ensures the report captures the correct payroll period for your reconciliation and cross-checking with your Payroll Summary reports.

We understand the wording can be unclear and have placed in our product back log to be considered towards aligning this with other reports that state “Date Period Ending” for consistency. In the meantime, please use the Pay Period Ending date in the “Date From” field when running your Payroll History Report.

Filters Include:

 - Payroll options - Summary, Detail and All Staff

- Date period 

- Employee Type - Casual, full time etc

- State and office

- Member

Once you have selected the criteria for your report, click on 'Report'  or Export to Excel based on your selection - and it will appear similar to the below:

Example of 'Summary' Report: Total Calculation of figures within date range selected per Member.


If Summary exported to Excel - File would look like this 

This report includes
  • Alphabetical ordering of members
    • Shifts (Number of shifts)
    • Normal Hours
    • Overtime Hours
    • Normal Hours Amount $
    • Overtime hours Amount $
    • Allowance Total
    • Total
    • Allowance
    • Allowance Amount
    • Addition Amount
    • Deduction
    • Deduction Amount
    • Non Taxable
    • Gross taxable
    • Tax Amount
    • Superaunnation
    • Net Income 
  • Final page shows Report total combining all members
 Example of 'Detail' Report: Calculation of figures per Member per Shift within the date range selected. This report can only be for 3 months period.
 This report includes
  • Alphabetical ordering of members
    • Shift Total Count
    • P/E (period Ending date)
    • Payslip number
    • Shift Specific Data
      • Date
      • Client
      • Shift Day and Type
      • Paylevel
      • Time
      • Hours
      • Rate
      • Sub Total
      • Allowance
      • Total
    • Normal Hours
    • Overtime Hours
    • Normal Hours Amount $
    • Overtime hours Amount $
    • Allowance Total
    • Total
    • Allowance
    • Allowance Amount
    • Addition Amount
    • Deduction
    • Deduction Amount
    • Non Taxable
    • Gross taxable
    • Tax Amount
    • Superaunnation
    • Net Income 
  • Final page shows Report total combining all members
Example of 'All Staff' Report: Overview:Calculation of figures for all Staff within date range selected. This cannot be exported to Excel, so the button is greyed out