Payroll (Accord)

Step-by-step guide

Access your payroll > Home > Employee Table

Click New

Click Add New

Here you can create the report template by selecting which columns you would like to show.

Select the required fields (name, DOB, NI number etc.) and click Add -> or double click on the selection.
In the box under ‘Available columns’ you can type to find the columns quicker (for example Pension)

Then click Save As

Keep the location of the file as is > add the 'File name' and click Save

Then click Close

The new report template will be listed in 'Predefined columns sets'. Once selected the saved columns will show.
If you would like to filter the report for example to exclude the leavers you can select that in Employees selection (as below)

Click Open

Once you open the report you will see the below

You can click on the Employee code (top left cell) to highlight all. Then Ctrl+c to copy and Ctrl+v to paste it into Excel, where you can further filter your data.

Click Close until you come back to Home screen.