5. How do I see payslips that've already been filed?
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"How do I see payslips that've already been filed?"
The "Payslips history" report shows you all filed payslips for the pay batch, over any time frame.
To see payslips that've already been filed:
- First, select the pay batch on: MenuPay batches
- Then tap: PayPayslips history
- Now, you'll see a list of payslips that were filed in the last month.
- To see more details about a payslip, tap the blue "See payslip" button: (at the start of any row)
- And you'll see the payslip open out (on the side).
- As you scroll across the "Payslips history" report, you'll see info about each filed payslip, like net pay, taxable pay, etc.
- If you tap an amount, it opens the payslip, and highlights the amount you tapped.
- And finally, on some amounts in the payslip, you can mouse over the amount, and you'll see an explanation of how it's calculated.
To see filed payslips for only a set of selected people:
- First, tap:
Show settingsShow people - Then Ctrl+Tap the people you want to see filed payslips for.
- Now it's only listing filed payslips for the people you chose.
- And finally, it's also showing the totals for only the selected people.
To show all of a pay batch's filed payslips for a single tax year:
- First, tap:
Show settingsDatesTax year - Then select your tax year.
- And finally, you're now looking at all the payslips for the entire tax year.
To show only one row of filed payslip summed amounts for each person:
- First, tap:
Show settingsCombine payslips by person - Now there's only one row for each person.
- And finally, you'll see the sum of each person's payslip amounts over the entire tax year.
To check that filed payslip amounts cover all of a year's payslips:
- First, scroll over to the "payslips" column.
- If the people were paid monthly, make sure it says: "12"
- If a person joined part-way through the year, the amount may be less than twelve.
- And finally, if a person was paid weekly, the amount would be more like 52, or 53.
To download filed payslip amounts to an XLS file:
- First, get all your date filters set.
- Then to download the amounts to an XLS file, tap:
Show settingsMoreDownload.xls - And finally, you've now got an XLS file for your own calculations.
Keep in mind that:
- The "Payslips history" report is only available to people with payroll admin permissions.
To learn more:
- About how to download a printable PDF of a set of filed payslips, watch the video on: Multi-payslip PDF
And that's it! That's everything you need to know about using your pay batch's "Payslips history" report!
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