Reports

Reports in paiyroll® support a variety of functions including:

• The electronic equivalent of a paper report. Examples:

  • Payslips

  • Pre-approval reports showing summary information about a pay run.

  • Analytic reports covering, for example multiple pay runs.

• Automated sending of information. Examples:

  • Sending information about a pay run to the tax authority.

  • Sending information about pension contributions to a pension provider.

• Automated receiving of information. This is covered in more detail under Data Feeds, but examples include:

  • Updating company or worker tax information using information fetched from the tax authority.

  • Uploading worker’s Pay Item values using information fetched from an external file or system.

Reports can have upto two aspects which reflect this diversity:

submission aspect:

The submission aspect performs the automated sending or receiving of information using Workflow Definitions to handle the automated steps involved.

view aspect:

The view aspect is typically invoked by clicking on a document name on the My Documents page or the history of an entry on the My Data Feeds. Depending on the type of report, the report can be viewed in (or saved or printed from) the browser, or can be downloaded as needed. For convenience, additional links are provided which can download multiple related documents in one step:

• An administrator can fetch all the pre-approval reports for a pay run before it is approved, or all reports for a pay run afterwards.

• A worker can fetch all their pay slips for a tax year.

Report Definitions

At configuration time Report Definitions instantiate Report Templates for use by a Company, and the available choices are by the governed by the Company’s country.

Note that any password settings are stored in encrypted form. However, unlike user passwords, they must be decrypted for use, so it is recommended that the browser is exited after any interaction with passwords in Report Definitions.

Report Templates

Reports Definitions are based on Report Templates which fall into Categories which define when they are invoked and Groups by functional area:

Report Template Categories

Category	Notes
Analytics	See Analytics.
Data feed using APIs	See Data Feeds.
Data feed requiring manual input	See Data Feeds.
Pay run review	Invoked after a pay run to provide information relevant to approval of the run.
Pay run approved	Invoked after a pay run is approved. (Also invoked where possible before approval as a dry-run to verify credentials and, in some cases, even content).
Employee pay run	Invoked by a worker in order to view information about a pay run, notably their pay slip.
Employee end tax year	Invoked on each worker at the end of the tax year. For example, in the ‘GB’ country, this includes P60 generation.
Employee end employment	Invoked on each worker at the end of their employment. For example, in the ‘GB’ country, this includes P45 generation.

Report Template Groups

Group	Notes
Accounting	Integration with accounting/journalling.
Statutory	Integration with taxation and social security systems, and other legislatively-oriented outputs.
Pension	Integration with pension providers.
Banking	Integration with banks and similar payment systems.
HR and Time-and-Attendance	Integration with HR or Time-and-Attendance systems, typically for Employee details and Holiday or Shift work information.
Other	Pre-approval reports and anything else.

Report Templates are associated with a jurisdiction, and a Company can only use those matching its jurisdiction, or “Universal”, from the table below.

Report Templates, Jurisdictions and Groups

Name	Description	Jurisdiction	Group
Analytics
Finance Journal	Financial rollup of pay runs	Universal	Accounting
Data feed pay run
GB CIS Verify	Construction Industry Scheme (CIS) fetch tax rates and verification numbers	GB	Statutory
GB Cezanne HR	Cezanne HR API-based upload	GB	HR/T&A
GB HMRC DPS	HMRC Data Provisioning Service	GB	Statutory
GB NEST Opt-Out	AE NEST web services opt-outs	GB	Pension
GB People HR	GB People HR	GB	HR/T&A
GB People’s Pension opt-outs	Fetch pension opt-outs	GB	Pension
Data feed start tax year
GB PAYE tax code changer (P9X)	Pre-start of tax year processing	GB	Statutory
Data feed end tax year
Data feed daily
GB Driver Recruitment Software	Driver Recruitment Software API-based upload	GB	HR/T&A
GB Upload workers from Network	Networked version of “GB Upload workers from CSV”	GB	HR/T&A
Upload holiday bookings from Network	Networked version of “Upload holiday bookings from CSV”	Universal	HR/T&A
Upload salaries from Network	Networked version of “Upload salaries from CSV”	Universal	HR/T&A
Upload shifts from Network	Networked version of “Upload shifts from CSV”	Universal	HR/T&A
Data feed requiring manual input
GB Upload workers from CSV	Add or update workers	GB	HR/T&A
Scale Uplifter	Scale Uplifter	Universal	Other
Upload holiday bookings from CSV	Upload holiday bookings from CSV	Universal	HR/T&A
Upload salaries from CSV	Upload salaries from CSV	Universal	HR/T&A
Upload shifts from CSV	Uses PayPer-based shifts	Universal	HR/T&A
Pay run review
Jinja (Company pre-approval)	Jinja (Company pre-approval)	Universal	Other
Pre-approval summary2	Pre-approval summary spreadsheet	Universal	Other
Timesheets	Timesheets in period	Universal	Other
Worker payment (PDF)	Worker payment PDF file format	Universal	Other
Pay run approved
GB AEGON contribution	GB AEGON contribution (csv)	GB	Pension
GB AEGON submit new members	GB AEGON submit new members (csv)	GB	Pension
GB Aviva My Business contribution	GB Aviva My Business contribution (csv)	GB	Pension
GB Aviva My Business member	GB Aviva My Business member (csv)	GB	Pension
GB BACS Barclays	Barclays BACS File Format	GB	Banking
GB BACS Lloyds	BACS CSV file for Lloyds	GB	Banking
GB BACS Santander	Santander BACS File Format	GB	Banking
GB BACS Standard 18	Generic GB BACS file report	GB	Banking
GB CIS 300	Construction Industry Scheme (CIS) submit pay and tax details	GB	Statutory
GB NEST Enrol and Contribute	AE NEST web services contribution and enrollment	GB	Pension
GB NEST contribution	AE NEST contribution schedule	GB	Pension
GB NEST member	AE NEST member enrolment	GB	Pension
GB NOW Pensions generic input	GB NOW Pensions generic input (csv)	GB	Pension
GB Options Pensions eConnect	GB Options Pensions eConnect (csv)	GB	Pension
GB PAPDIS 11	AE PAPDIS 1.1	GB	Pension
GB Pension letters	GB Pension letters	GB	Pension
GB People’s Pension contributions	Submit pension contributions	GB	Pension
GB People’s Pension full file	GB People’s Pension full file (csv)	GB	Pension
GB RTI EPS	HMRC Employer Payment Summary	GB	Statutory
GB RTI FPS	HMRC Full Payment Submission	GB	Statutory
GB Royal London contribution	GB Royal London contribution (csv)	GB	Pension
GB Royal London member	GB Royal London member (csv)	GB	Pension
GB Salvus Secure Upload	GB Salvus Secure Upload (csv)	GB	Pension
GB Scottish Widows GPP contribution	GB Scottish Widows GPP contribution (csv)	GB	Pension
GB Scottish Widows GPP member	GB Scottish Widows GPP member (xlsx)	GB	Pension
GB Standard Life contribution	GB Standard Life contribution	GB	Pension
GB Standard Life join members	GB Standard Life join members	GB	Pension
GB Teachers Pension MCR	GB Teachers Pension MCR (csv)	GB	Pension
GB True Potential contribution	GB True Potential contribution	GB	Pension
GB True Potential enrol employees	GB True Potential enrol employees	GB	Pension
GB Wage analysis	GB Wage analysis	GB	Statutory
GB Xero journal	Submit payroll journal	GB	Accounting
Worker payment (txt)	Worker payment text file format	Universal	Other
Employee pay run
Jinja (Employee pay run)	Jinja Template - Employee pay run category	Universal	Other
Payslip	Payslip	Universal	Other
Employee end tax year
GB P60	Annual tax summary	GB	Statutory
Employee end employment
GB P45	Employment end summary	GB	Statutory

Reporting engines

Report Templates are implemented using different engines depending on the nature of the report. These engines form the basis of the customisability (for text-based reports), behaviour of the report (for network-centric reports) and so on as described here.

Text files, flat

Flat text files can be specified using the following settings:

Header template:

Header

Row template:

Body specification

Trailer template:

Footer

Filename:

Output filename

Pre-defined templates using this engine are provided for common GB usage, and Universal usage, but definitions using these templates can be easily repurposed to generate any text output using the Header, Row and Trailer settings. Each setting is a string written using a macro language. The macro language can specify:

• Fixed text.

• Data items specified using the notation {dot.qualified.name}. Any part of the content of a Pay Run snapshot can be selected in this way. Generally the prefix of the name is just the key hierarchy in the snapshot, though for the “Row template”, the current employee is implicitly selected.

  In addition, some predefined dot.qualified.names are added by the engine itself for each template:

  actual_t:

  Header and Footer.

  pay_pence:

  Row

  count:

  Trailer.

  total:

  Trailer.

  total_pay_pence:

  Trailer

• Formatting options.

For example “Row template” might be set to:

{bankdetail.sort_code}/{bankdetail.account_number} <- {pay_pence:>011}{company.legal_name:<18.18}{actual_t:%d%m%Y}

to produce output like this:

200103/12345678 <- 00123456789Acme Shift Work Lt01021952
452212/23456789 <- 00000002323Acme Shift Work Lt01021952

Text files, general

More complex text-based files including HTML, CSV, XML and so on are supported using the Jinja system. Jinja-based Report Templates have the following settings:

Filename:

Output file (.pdf, .html, txt, csv, xml, …)

Template:

Jinja2 template text

Filename:

Output file (.pdf, .html, txt, csv, xml, …)

Template:

Jinja2 template text

Separate Universal Report Templates are provided for each of several report categories, along with sample Jinja2 template text in the Universal Jinja (Employee pay run) section and following sections.

PDF JasperReports

PDF Report Templates based on JasperReports have one standard setting:

Locale:

Specifies a POSIX Locale for the report, e.g. en_GB, en_US or de_GE.

Networked submissions

This supports the electronic submission of data to external agencies. Reports Definitions using these templates typically have some kind of credential settings; where needed these are stored in encrypted form.

These reports also have both a submission aspect and a view aspect.

GB Accounting Reports

GB Xero Journal

Support for Xero Journal accounting. Each report definition specifies:

Xero authorisation:

Enable delegated access

Journal configuration:

Journal items by schedule

GB Banking Reports

GB BACS Barclays

Support for BACS transfers to Barclays bank. Each report definition specifies:

Header template:

Header

Row template:

Body specification

Trailer template:

Footer

Filename:

Output filename

Report Definitions can be tailored as needed, see Universal text file.

GB BACS Lloyds

Support for BACS transfers to Lloyds bank. Each report definition specifies:

Header template:

Header

Row template:

Body specification

Trailer template:

Footer

Filename:

Output filename

Report Definitions can be tailored as needed, see Universal text file.

GB BACS Santander

Support for BACS transfers to Santander. Each report definition specifies:

Header template:

Header

Row template:

Body specification

Trailer template:

Footer

Filename:

Output filename

Report Definitions can be tailored as needed, see Universal text file.

GB BACS Standard 18

Support for BACS transfers to any Bank supporting the Standard 18 format e.g. HSBC or Bank of Ireland. Each report definition specifies:

Header template:

Header

Row template:

Body specification

Trailer template:

Footer

Filename:

Output filename

Report Definitions can be tailored as needed, see Universal text file.

GB Pension Reports

GB Pension Letters

The Pension Regulator (TPR) specified pension letters are automatically generated and sent by e-mail.

Each report definition specifies:

Signature:

Custom signature

GB AEGON

GB AEGON contribution upload

CSV file for AEGON Automatic Enrolment payments. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

Report Definitions can be tailored as needed, see Universal text file.

Notes:

• Text reports assume that only a single AE Pay Item is connected to the Pension contributions (worker) [report buss]. If other Pay Items are also connected, then these values be included in the report and therefore invalidate the expected output.

GB AEGON member enrolment

CSV format file for AEGON Automatic Enrolment submit new members (enrolment) Spreadsheet. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

GB Aviva

GB Aviva contribution upload

CSV file for Aviva Automatic Enrolment contribution. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

Report Definitions can be tailored as needed, see Universal text file.

Notes:

• Text reports assume that only a single AE Pay Item is connected to the Pension contributions (worker) [report buss]. If other Pay Items are also connected, then these values be included in the report and therefore invalidate the expected output.

GB Aviva member enrolment

CSV format file for Aviva Automatic Enrolment members enrolment Spreadsheet. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

GB NEST

Notes:

• Reports are generated/ submitted for Scheduled pay runs. Custom or OnDemand pay runs will not include any report content – instead all associated data will be included in the next Scheduled pay run report/submission.

Support is provided for NEST integration using both CSV files and Web Service APIs.

GB NEST contribution

Text-based support for NEST Automatic Enrolment payments. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

See also text-based enrolment support and web-services based NEST support.

Report Definitions can be tailored as needed, see Universal text file.

Notes:

• Text reports assume that only a single AE Pay Item is connected to the Pension contributions (worker) [report buss]. If other Pay Items are also connected, then these values be included in the report and therefore invalidate the expected output.

GB NEST member

Text-based support for NEST Automatic Enrolment enrolment. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

See also text-based payment support and web-services based NEST support.

Report Definitions can be tailored as needed, see Universal text file.

GB NEST Enrol and Contribute

Web-services-based support for NEST Automatic Enrolment enrolment and payments. Each report definition specifies:

Scheme:

NEST scheme definition

NEST username:

Credentials

NEST password:

Credentials

See also NEST Opt-Out support.

GB NEST Opt-Out

Data feed for NEST Automatic Enrolment opt-outs. Each report definition specifies:

Dry run:

If set, discard results and some errors become warnings

Scheme:

NEST scheme definition

NEST username:

Credentials

NEST password:

Credentials

See also web-services based NEST support.

GB NOW Pensions

GB NOW Pensions generic input

CSV file for NOW Pensions Automatic Enrolment. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

Report Definitions can be tailored as needed, see Universal text file.

Notes:

• Text reports assume that only a single AE Pay Item is connected to the Pension contributions (worker) [report buss]. If other Pay Items are also connected, then these values be included in the report and therefore invalidate the expected output.

GB Options Pensions

GB Options Pension eConnect Member Data Upload

CSV file for eConnect Member Data Upload. . Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

Notes:

• Text reports assume that only a single AE Pay Item is connected to the Pension contributions (worker) [report buss]. If other Pay Items are also connected, then these values be included in the report and therefore invalidate the expected output.

GB PAPDIS 11

Notes:

• Reports are generated/ submitted for Scheduled pay runs. Custom or OnDemand pay runs will not include any report content – instead all associated data will be included in the next Scheduled pay run report/submission.

Text-based support for PAPDIS Automatic Enrolment enrolments and payments. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

GB The People’s Pension

Notes:

• Reports are generated/ submitted for Scheduled pay runs. Custom or OnDemand pay runs will not include any report content – instead all associated data will be included in the next Scheduled pay run report/submission.

GB People’s Pension Enrol and Contribute

Support for The People’s Pension Automatic Enrolment enrolment and payments. Each report definition specifies:

People’s Pension authorisation:

Enable delegated access

Scheme:

People’s Pension scheme definition

See also People’s Pension Opt-Out support.

GB People’s Pension Opt-Out

Data feed for NEST Automatic Enrolment opt-outs. Each report definition specifies:

Dry run:

If set, discard results and some errors become warnings

People’s Pension authorisation:

Enable delegated access

Scheme:

People’s Pension scheme definition

See also People’s Pension enrol and contribute support.

GB People’s Pension Full File CSV

A full file contains both employee data and contribution amounts to be uploaded every pay period in CSV format. All schemes which relate to a single reference must be specified in the report definition settings:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

See also People’s Pension enrol and contribute support.

GB Royal London

GB Royal London contribution upload

CSV file for Royal London Automatic Enrolment contribution. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

Report Definitions can be tailored as needed, see Universal text file.

Notes:

• Text reports assume that only a single AE Pay Item is connected to the Pension contributions (worker) [report buss]. If other Pay Items are also connected, then these values be included in the report and therefore invalidate the expected output.

GB Royal London member enrolment

CSV format file for Royal London Automatic Enrolment members enrolment Spreadsheet. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

GB Salvus Master Trust

GB Salvus Secure Upload

CSV file for Salvus Secure Upload. . Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

Notes:

• Text reports assume that only a single AE Pay Item is connected to the Pension contributions (worker) [report buss]. If other Pay Items are also connected, then these values be included in the report and therefore invalidate the expected output.

GB Scottish Widows

GB Scottish Widows contribution upload

CSV file for Scottish Widows Automatic Enrolment payments. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

Report Definitions can be tailored as needed, see Universal text file.

Notes:

• Text reports assume that only a single AE Pay Item is connected to the Pension contributions (worker) [report buss]. If other Pay Items are also connected, then these values be included in the report and therefore invalidate the expected output.

GB Scottish Widows member enrolment

XLS format file for Scottish Widows Automatic Enrolment member enrolment (new joiners) Spreadsheet. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

Important

You may need to modify this file to include any specific Lifestyle and fund choices for members.

GB Standard Life

GB Standard Life contribution upload

CSV file for Standard Life Automatic Enrolment contribution. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

Report Definitions can be tailored as needed, see Universal text file.

Notes:

• Text reports assume that only a single AE Pay Item is connected to the Pension contributions (worker) [report buss]. If other Pay Items are also connected, then these values be included in the report and therefore invalidate the expected output.

GB Standard Life member enrolment

CSV format file for Standard Life Automatic Enrolment members enrolment Spreadsheet. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

GB Teachers Pensions (TPS)

GB TPS Monthly Data Collection (MDC)

CSV file for Monthly Data Collection (MDC). This is used for providing service and contribution information. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

Notes:

• Text reports assume that only a single AE Pay Item is connected to the Pension contributions (worker) [report buss]. If other Pay Items are also connected, then these values be included in the report and therefore invalidate the expected output.

GB True Potential

GB True Potential contribution upload

XLSX file for True Potential Automatic Enrolment contribution. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

Report Definitions can be tailored as needed, see Universal text file.

Notes:

• Text reports assume that only a single AE Pay Item is connected to the Pension contributions (worker) [report buss]. If other Pay Items are also connected, then these values be included in the report and therefore invalidate the expected output.

GB True Potential enrol employees

XLSX format file for True Potential Automatic Enrolment enrol employees Spreadsheet. Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Scheme names:

Comma separated

This scheme requires Marital status that paiyroll® does not hold. Therefore all enrolled employees will be marked as ‘Single’ in the file. Be sure to make any required modifications before uploading the file.

The address feels for Town is mandatory, and therefore all employees who will be enrolled must have the Town in address line 4 or address line 3.

GB Statutory Reports

GB P45

A formal report of the leavers in a pay run. Each report definition specifies:

Locale:

Locale, e.g. en_US, de_GE

employee_id:

Specifies the employee id to generate report for; empty mean all employees

GB P60

A formal summary of the payments to each worker in a tax year. Each report definition specifies:

Locale:

Locale, e.g. en_US, de_GE

employee_id:

Specifies the employee id to generate report for; empty mean all employees

GB HMRC CIS Monthly Submission (CIS300)

A monthly submission for Construction Industry Scheme subcontractor taxation. It is broadly analagous GB RTI FPS for normally taxed workers. Each report definition specifies:

Dry run:

If set, discard results and some errors become warnings

CIS username:

Alternatively, RTI username can be used

CIS password:

Alternatively, RTI password can be used with RTI username

GB HMRC CIS Verification

See GB HMRC CIS Verification Data Feeds.

GB HMRC DPS

See GB HMRC DPS Data Feeds.

GB PAYE tax code changer (P9X)

See GB PAYE tax code changer (P9X) Data Feed.

GB RTI EPS

HMRC Employer Payment Summary. Each report definition specifies:

Agriculture:

Claim Employment Allowance, when agriculture

Fisheries and aquaculture:

Claim Employment Allowance, when fisheries and aquaculture

Road transport:

Claim Employment Allowance, when road transport

Industrial:

Claim Employment Allowance, when industrial

Rules do not apply:

Claim Employment Allowance, if rules do not apply

RTI Name:

Government Gateway user ID

RTI Password:

Password

Apprenticeship Levy Allowance:

Pay Apprenticeship Levy, use “-1” if not applicable

CIS deductions suffered:

Enter total CIS deductions year to date

Dry run:

Set for Parallel runs. Will not submit to HMRC live server and RTI Name/Password not required

Notes:

• See the Changes to Employment Allowance for claiming NIC-based Employment Allowance that apply from April 2020.

GB RTI FPS

HMRC Full Payment Submission. Each report definition specifies:

RTI Name:

Government Gateway user ID

Late reporting reason:

Late reason GHFDABC

RTI Password:

Password

Scheme ceased date:

Usually not set

Dry run:

Set for Parallel runs. Will not submit to HMRC live server and RTI Name/Password not required

GB Wage Analysis

Spreadsheet-based pivot-table friendly report which provides National Minimum Wage (NMW) analysis. The following must be configured according to the type of pay for each worker:

• Hours. If you use shift Pay Definitions based on the Per Unit Pay Template, you can include these in this report. This must be done by renaming the first input to any name that includes both the words hour and rate, for example:

  • Hourly rate

  • RATE/HOUR

  • Rate (hourly)

  If the Pay Definition input is not renamed, then any related Pay Items will be skipped for this report.

• Hours. The number of hours per day/ hours per week is specified in the time-based timesheet scheme. See Universal Time-of-Attendance-based timesheets.

• Annual salary. The number of annual hours each year in the workers contract is specified via the Salary Scheme. See Universal Salary.

• Piece (output). The benchmark average rate of pieces completed per hour is specified on the piece based timesheet scheme. See Universal Piece-based timesheets.

If workers are provide with accommodation, then an appropriate Pay Item deduction needs to be added to each worker, regardless of whether a deduction is actually made. A comma separated list of all such deduction Pay Definitions must also be specified in the settings of the Wage Analysis report definition.

Each report definition specifies:

Format:

Spreadsheet file (csv, ods, xlsx)

Accommodation names:

Pay Item deductions (if used), comma separated

More information

GB HR & Time-and-Attendance Reports

GB Upload workers CSV and Network

See GB Upload workers Data Feed.

GB Cezanne HR API

See GB Cezanne HR API Data Feed.

GB Driver Recruitment Software (DRS) API

See GB Driver Recruitment Software (DRS) API Data Feed.

GB PeopleHR API

See GB PeopleHR API Data Feed.

Universal Reports

Universal Finance Journal

See Universal Finance Journal Analytics.

Universal Pre-approval summary2

Each report definition specifies:

Warn on unbalanced journal:

If clear, error on unbalanced journal

Format:

Spreadsheet file (csv, ods, xlsx)

Journal configuration:

Journal items by schedule

Universal Payslip

Each report definition specifies:

Locale:

Locale, e.g. en_US, de_GE

employee_id:

Employee database id to generate report for; empty means all employees

omit_zero_payslips:

Set to ignoreable [[buss…],[pay item…]] to omit zero payslips

Universal Timesheets

This summarises the Timesheet schemes in use, and all approved Timesheets in a pay run. Each report definition specifies:

Locale:

Locale, e.g. en_US, de_GE

employee_id:

Employee database id to generate report for; empty means all employees

Universal Upload holiday bookings CSV and Network

See Universal Upload holiday bookings Data Feed.

Universal Upload salaries CSV and Network

See Universal Upload salaries Data Feed.

Universal Upload shifts CSV and Network

See Universal Upload shifts Data Feed.

Universal Worker payment (PDF)

A summary of the payments to each worker in a pay run. Each report definition specifies:

Locale:

Locale, e.g. en_US, de_GE

There is also a configurable text version.

Universal Worker payment (txt)

A summary of the payments to each worker in a pay run. Each report definition specifies:

Header template:

Header

Row template:

Body specification

Trailer template:

Footer

Filename:

Output filename

There is also a PDF version.

Report Definitions can be tailored as needed, see Universal text file.

Universal Jinja (Employee pay run)

A Jinja template is a text file which can be used to generate any text-based output file (txt, html, csv, xml). See the guide Creating a Custom Jinja report for example templates below which can be downloaded and tailored as required.