There are three main categories of reports available on SimplePay.

Reports Tab

The Reports tab 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:

• Employee Basic Info – general info such as ID numbers, address, banking details, etc.
• Leave Report – leave accrued and taken, per employee, for all the different leave types
• 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
• Balances – Loans, Savings and Garnishees – balances at a certain date for these items
• Leave Liabilities – the amount an employee would need to be paid if they were paid out their annual leave

Submissions Tab

The Submissions tab contains reports necessary for monthly filing as well a link to the documents necessary for annual filing. More information on all of these is available in the following section:

• Filing and Processes

Payment Runs Tab

Some reports are specific to a payment run and only become available once it’s been created. This includes a breakdown of payments to be made and, importantly, an accounting report to help you do your books. Please see the following article for more information on these aspects:

• Payroll Processing > Payment Runs