The payroll list report is used to review payroll data by payment date, salary model, and payee. On the report, the data is grouped according to payroll list groups, and it only includes payslips that are in Paid status.

CONTENT

The payroll list is a report that displays payroll information sorted by payment date, salary model, and payee. Payroll information is not displayed by salary type but by payroll list group. The report only shows information from payslips in Paid status.

Report formation

Pay > Reports > Payroll lists

  1. Select the time range for which you want the report data. The dates are payment dates.
  2. Click "Fetch payment dates".

Action buttons and usage tips

The payroll list data can be sorted in chronological order, either ascending or descending. You can find the selection in the "Sort" menu (see image below, point 1). By default, the data is from oldest to newest. The columns displayed in the report can be selected from the "Show columns" menu (2). The grouping follows the "Payroll list group" information in the salary type settings. With the action buttons, the payroll list can also be saved in PDF format (3) or exported to Excel (4).

By clicking the column header, you can see which salary types in "Company-specific salary types" are linked to that payroll list group.

For columns that consist of several different salary types, a link is created (see image below, point 1). By clicking the link, you can see an itemisation of the salary types that make up the column total (2).

Permissions

Access to the payroll list view requires the Payroll accountant (P) role and edit rights in the Payroll management's specific rights section Payroll > Reporting.

Frequently asked questions

Question: Why is the salary type not visible on the payroll list, or why are there extra salary types visible?
Answer: The salary types displayed on the payroll list are determined by the "Payroll list group" information on the salary type. Most salary types are directed through Salary in money. If, for example, the Time work earnings salary type is given separate guidance "Salary in money", the amount will appear doubled.

Salary types directly attached to Gross pay, such as Accommodation benefit, should have salary type-specific guidance to the "Payroll list group". For example, the Accommodation benefit salary type should have guidance "Payroll list group": "Fringe benefits".


Deductible salary types, such as Trade union dues, should also have salary type-specific guidance to the "Payroll list group". For example, Trade union dues should have guidance "Payroll list group": "Other deductions".

Question: How do I edit the Payroll list group settings of salary types?
Answer: You can edit the settings as follows:

  1. Go to Pay > Payroll > Salary model management > Company-specific salary types.
  2. Click the salary type name.
  3. Change the "Payroll list group" field to the correct option from the dropdown menu.
  4. Click "Save".

Keywords: payroll list, reporting, salary types, payroll list group, payment date, payroll accountant

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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