A whole suite of reports are available for Payroll functionality. These can be found under ‘Payroll’ in the
Reports menu. The main payroll report is the Payroll History Report. It can be generated in three formats:
Payroll History Summary Report - this is a summary report displaying each member.
Payroll History Detailed Report - this is a detailed report displaying each member and their shifts.
Payroll History All Staff Report - this is a summary report displaying total figures across all members.
Samples of these reports are displayed below. Further payroll related reports may be found under /Reports / Management.
APPENDIX A: Confirm Shifts Listing Screen Details
Section 2.1 Confirm Shifts provides an explanation of the main columns of the Confirm Shifts Listing Screen. Scrolling to the right of this screen reveals additional columns of the listing screen, as can be seen below.
These columns are explained in this section.
Finance Notes | This column will display any finance notes that have been added to the shift by allocators at the time of creating or updating the shift, from within the Web Portal. |
Errors | This column will display any errors that may apply to the shift, e.g. an error will be displayed in this column if trying to assign a timesheet number that already exists on another shift. |
Qual | This column displays the qualification of the shift. |
Shift Status | This column displays the status of the shift. |
Travel | The Travel flag will be checked if the timesheet has been submitted with a travel claim, or if the Payroll/Finance Team have added a travel claim to the shift. |
CoPay | The CoPay flag will be checked if the timesheet has been submitted with a co- payment, or if the Payroll/Finance Team have added a co-payment to the shift. |
Sleep | The Sleep flag will be checked if the Sleepover / Passive Shift flag was set when the shift was first created in the Web Portal. |
Reverse | The Reverse flag will be checked if the shift is a reversal adjustment shift. These shifts may only be created in the Finance Portal by the Payroll/Finance Team. |