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PINNED Report Writer: Clone Templates
I want the option to clone an existing Report Template This will allow us to clone a Template from its current Employer to the same, or another Employer. It should clone with all the same columns, content and settings. Once it has cloned, each rep...
PINNED Report Writer: Grouping / Sub-Totals
When creating Report Templates, create the option to group results together, and create sub-totals for the groups. I also want to be able to only output the sub-totals themselves, rather than the underlying data. Examples: I want to group the resu...

Staffology

Showing 622

Open Employee record from payroll entering

When you are in the payroll tab and have entered info and updated, it would be useful to have a link to take you back to the employee card.
Guest 4 months ago in Payrun 0 Future consideration

Opening balances export

Is it possible to generate a report showing opening balances by employee in a CSV/Excel format? Something similar to the P11 detailed report but this is only available as a PDF.
Guest 4 months ago in Reports 0 Future consideration

Deductions and Allowances Report YTD figures

Current Process - At present we have reports like Employee Export,Year To Date Balances & NI Year To Date Balances which does not cover the YTD information relating to fixed deduction created for certain Employees example pay codes - season ti...
praveena sheshubabu about 1 year ago in Reports 0 Future consideration

Bureau Dashboard filtering

I want to be able to slice the dashboard view and apply multi filters on processor, date due, approval date, finalised date, pay date, bacs & status to be able to better manage what is outstanding within the Bureau for specific pay dates etc. ...
shaun Dellar 6 months ago in Dashboard 0 Future consideration

Manual Tax Code change warning

It would be good if a warning message showed when a manual tax code was applied to confirm if this will change current month, or the next payroll run depending on the status of the payroll so we are aware when the change will be in effect from. Fo...
Stacey Hendry 4 months ago in Payrun 0 Future consideration

Restrict user access where multiple payrolls exist for one employer

Employers often run two payrolls - one for general staff and one for senior management. The ability to restrict user access to individual payrolls is paramount, in order to protect sensitive information such as CEO remuneration. PLEASE enable this...
Michelle Wray over 3 years ago in Employer Setup 6 Future consideration

Department Headcount

It would be handy to have any departmental costing reports to include the headcount for that department also
Tina Coggon about 1 year ago in Reports 1 Future consideration

Client list in drop down

When you want to change client and you select the drop down could that last 5 clients you used be in that list rather than having to click on all clients and scroll down. Useful when you were working on a payroll but had to look at something in an...
Ruth Griffiths 10 months ago in Bureau 0 Future consideration

Number of employees in a working pattern

It would be really helpful if the system could show how many employees are under a certain working pattern. I went to change a set up of 22.5 hours to 22hours, but then realised it may effect other employees if I change the main set up, so I then ...
Jo Thrupp 10 months ago in MIscellaneous 0 Future consideration

Add more settings to defaults and bureau settings

Currently you are limited on copying certain defaults from one payroll to another. It would be useful if EVERY payroll setting could be set a a bureau level and applied to existing and new payrolls. Specifically things like mail settings, template...
Luke Hayes 10 months ago in Bureau 0 Future consideration