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Status Started
Categories Reports
Created by Charlotte Sewell
Created on May 17, 2022
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit STAF-I-363 Report Writing.

Benefits reporting Merged

There are currently no reports that show a breakdown of benefits that can be ran to show YTD figures. Can this be created?

  • Admin
    Alex Hay
    Reply
    |
    Oct 15, 2022

    Hey, thanks for the idea - we're reviewing so we can plan into the roadmap.

    I just wanted to highlight a couple of reports that may help in the interim.

    You can now access a benefits export - Reports > Employees > Employee Benefits. This allows an export of all benefits for all employees for a given tax year - though it doesn't include the 'amount paid to date' value.

    The other report that might help is Reports > Pay Runs > Payroll Analysis > Download CSV with employee breakdown. This report shows a column for PBIK which is the total value for the employee for the range you run the report on. This just doesn't break the value down per benefit, but if an employee only has one benefit during the period this should help.