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Reports

Reports can be generated from three sections in the left sidebar: Reports, Filing, and Pay Runs.

Reports

The Reports section contains links to pull various reports containing employee and payroll data. We recommend using the Excel format option for these reports.

Only information from finalised payslips will be included in reports. If you would like to pull a report to check that your payslips are correct, you will need to finalise them first; if any changes are required, you can simply unfinalise the relevant payslips.

The following reports are available:

  • Balances – Loans and Savings – balances at a certain date for these items.
  • Custom Reports – a custom combination of Transactions, Payslip Notes, Leave, and Employee Information fields.
  • Employee Basic Info – general info such as ID numbers, addresses, and banking details.
  • Employee Changes – a consolidated view of changes to employee profiles across the system.
  • Leave and Leave Days Report – leave accrued and taken, per employee, for all the different leave types.
  • Leave Expiry Report – when leave will expire for employees.
  • Leave Liabilities – the amount an employee would need to be paid if they were paid out their annual leave.
  • Leave Requests – employees’ leave that falls within a certain date range.
  • Payslips – a ZIP file containing payslips within a specific date range for selected employees or pay points.
  • Transaction History Report – payslip items (e.g. salary, tax, commission, SDL, Nett Pay) per employee per period.
  • Variance Report – variances between two periods for payslip item amounts.

Password Encryption

An additional and optional layer of security can be enabled for reports that may contain sensitive information. To enable password protection:

  1. Go to Settings > Advanced > General.
  2. Check the Enable password protection for reports box.
  3. Enter a unique password in the Report password field.
  4. Click Save.
  5. Click Reports in the left sidebar, and create a report as usual.
  6. The Report-Specific Settings field will appear.
  7. Check the Password protect this report download box, and download the report in the relevant file format.
  8. Be sure to check the Password protect this report download box for each individual report created, should the report require encryption.

A password-protected report will require the created password to be entered when opening the file. Password encryption will apply to all downloaded report formats, including ZIP, PDF, and Excel.

Password validity

The same password saved in General settings will remain the password for all reports generated on SimplePay unless changed or updated. You can change and update this password at any time. If the password is changed, this will affect only new reports that are generated – reports that were previously downloaded will still make use of the old password.

Filing

The Filing section in the left sidebar contains reports necessary for monthly filing, as well as a link to the documents necessary for annual filing.

Pay Runs

Some reports are specific to a pay run and become available only once the pay run has been created. This includes a breakdown of payments to be made and, importantly, an accounting report to help you do your books. More information is available here.