This article explains how to create a report in HR that includes employee Paylink status, start dates, and leave dates. This report helps HR teams manage Paylink data and track employee status accurately.

Steps

1. Start

• Navigate to Reporting > Report Admin > Report Designer
• Click Insert New Record.
• Select Design a new report, then click Next

2. Fields

• In the Master Table select Personal Details

• Add the following fields to the reporting area:
  • Employee Number
  • Name
  • Start Date
  • Date Left
• Scroll down the list to find the linked Pay Frequency table > Pay Frequency field

• From the linked Payroll Codes table add Code and Payroll Name fields

• Confirm all required fields are included in the right-hand list by expanding the tables

• Click Next

3. Data Rules and Additional

• Skip through these steps by clicking Next

4. Subset

• Choose Use a subset, then click Next

5. Filters

• Skip this step by clicking Next

6. Finish

• Enter the Title of your report such as Staff on Payroll with start leave date (don't use any special characters such as & as this can affect the report)
• Enter the Description such as Created by [your name]
• Click on the Report Group lookup icon and select Pay Data
• Keep the Report type as Dynamic Spreadsheet (.xlsx) so you can amend the layout and add pivot tables/formulae in the usual way
• Don't select enable at this point, Click Save to run the report first to check it and make any changes in Excel

• Once happy with the report in Excel check your template back in to save the changes
• Click Edit Settings to enable it and grant access to the appropriate user roles for them to be able to run it from the Reports menu.  See the linked guides for more details