Report template: fields

The content of the report template is dependant on the type selected.

• Custom Fixed Data: User defined content that can contain multiple fields and custom text. The fields are contained within {}.

  The same data is added to each employee when the report is generated.

  Example...

• To show the employees forename and surname in one field, use {employee.firstname}+{employee.lastname}.

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• Employee Field: Pick a single field from the Employee record such as first name.

  Use the name to find the Lookup field to use when adding a column type.

  Area	Name	Lookup field	Comment
  Employee	Status	{employee.status}
  Employee	Address Line 1	{employee.addr1}
  Employee	Address Line 2	{employee.addr2}
  Employee	Address Line 3	{employee.addr3}
  Employee	Address Line 4	{employee.addr4}
  Employee	Address Line 5	{employee.addr5}
  Employee	Country	{employee.country}
  Employee	Foreign Country	{employee.foreigncountry}
  Employee	Postcode	{employee.postcode}
  Employee	Bank Account Name	{employee.bankaccountname}
  Employee	Bank Account Number	{employee.bankaccountnumber}
  Employee	Bank Branch	{employee.bankbranch}
  Employee	Bank Building Society Roll Number	{employee.bankrollnumber}
  Employee	Bank Name	{employee.bankname}
  Employee	Bank Note	{employee.banknote}
  Employee	Bank Reference	{employee.bankreference}
  Employee	Bank Sort Code	{employee.banksortcode}
  Employee	Alternative Email Address	{employee.alternativeemail}
  Employee	Email	{employee.email}
  Employee	Mobile	{employee.mobile}
  Employee	Passport Number	{employee.passportnumber}
  Employee	Telephone	{employee.telephone}
  Employee	Apprentice A person who is employed to learn a skilled trade, and who will typically work alongside experienced professionals in their chosen field.	{employee.apprentice}
  Employee	Apprenticeship End Date	{employee.apprenticeshipenddate}
  Employee	Apprenticeship Start Date	{employee.apprenticeshipstartdate}
  Employee	Continuous Start Date	{employee.continuousstartdate}
  Employee	Contracted Hours	{employee.contractedhours}	Returns the hours per week from the currently assigned working pattern.
  Employee	Director	{employee.director}
  Employee	Director Alternative NI Method	{employee.nialtmethod}
  Employee	Directorship End Date	{employee.directorenddate}
  Employee	Directorship Start Date	{employee.directorstartdate}
  Employee	Employment Leave Date	{employee.leavedate}
  Employee	Employment Start Date	{employee.startdate}
  Employee	Job Title	{employee.jobtitle}
  Employee	Leaver	{employee.leaverflag}
  Employee	On Hold	{employee.onhold}
  Employee	Payroll Code	{employee.payrollcode}
  Employee	Start Declaration	{employee.starterdeclaration}
  Employee	Working Pattern	{employee.workingpattern}
  Employee	First Name	{employee.firstname}
  Employee	Full Name	{employee.fullname}	Contains: Title, firstname + surname.
  Employee	Last Name	{employee.lastname}
  Employee	Middle Name	{employee.middlename}
  Employee	Previous Surname	{employee.previoussurname}
  Employee	Title	{employee.title}
  Employee	Annual Occupational Pension Amount	{employee.annualoccpenamount}
  Employee	Bereaved	{employee.bereaved}
  Employee	Deceased	{employee.isdeceased}
  Employee	EEA Citizen A citizen of a European Economic Area (EEA) country. The United Kingdom left the EEA when it left the EU on 31 January 2020	{employee.eeacitizen}
  Employee	EPM6 Scheme Employer Payment 6 Scheme, a payroll scheme for employers who pay their employees regular amounts through their PAYE.	{employee.epm6scheme}
  Employee	In Receipt of Pension	{employee.inreceiptofpension}
  Employee	Occupational Pension Start Date	{employee.occpenstartdate}
  Employee	Overseas Employer	{employee.overseasemp}
  Employee	Overseas Secondment Status	{employee.overseassecstatus}
  Employee	P45 A P45 is a document issued by an employer to an employee when they leave a job. It shows details about the's employment, including their start and end dates, how much they were paid, and how much tax they paid during their employment. The is made up of four parts: Part 1 is sent to HM Revenue & Customs (HMRC), Part 1A is kept by the employer, and Parts 2 and 3 are to the employee as a record of their earnings and tax paid. The P45 is an important document that employees need to give to their new employer when they start a new job as it provides information about their tax code and previous earnings, which helps the employer calculate their tax and National Insurance contributions. Sent	{employee.p45sent}
  Employee	Pay Accrued Holiday Balance	{employee.payaccruedbalance}
  Employee	Payment After Leaving	{employee.paymentafterleaving}
  Employee	National Minimum Wage	{employee.nmw}
  Employee	Pay Schedule	{employee.payschedule}	Returns the name of the Pay Schedule that the employee is assigned to (for the current tax year).
  Employee	Payment Method	{employee.paymentmethod}
  Employee	Withhold Tax Refund	{employee.withholdtaxrefund}
  Employee	Age	{employee.age}	Calculates age as of today's date - not a stored field. Based on DOB and current date that report is ran.
  Employee	Date of Birth	{employee.dob}
  Employee	Gender	{employee.gender}
  Employee	Marital Status	{employee.maritalstatus}
  Employee	National Insurance A system of contributions paid by workers and employers in the UK, which funds various state benefits, such as the State Pension and Jobseeker's Allowance. Number	{employee.ninumber}
  Employee	NI Table Letter	{employee.nitable}
  Employee	Post Grad Loan	{employee.postgradloan}
  Employee	Post Grad Loan End Date	{employee.postgradloanenddate}
  Employee	Post Grad Loan Start Date	{employee.postgradloanstartdate}
  Employee	Secondary Class 1 Employees under State Pension age earning more than the threshold a week from one job - they’re automatically deducted by the employer. NI Not Payable	{employee.secondaryc1ninotpayable}
  Employee	Student Loan A government loan that students can use to help pay for their education.	{employee.studentloan}
  Employee	Student Loan End Date	{employee.studentloanenddate}
  Employee	Student Loan Start Date	{employee.studentloanstartdate}
  Employee	Tax Code	{employee.taxcode}
  Employee	Week 1	{employee.week1}
  Employee	Department Name	{employee.department}	Returns name of employee's primary Department.
  Employee	Department Code	{employee.departmentcode}	Returns code of employee's primary Department.
  Employee	Cost Centre Name	{employee.costcentre}	Returns name of employee's primary Cost Centre.
  Employee	Cost Centre Code	{employee.costcentrecode}	Returns code of employee's primary Cost Centre.
  PayRun	Department Name	{payrun.department}	Returns the name of the employee's primary Department during the Pay Run.
  PayRun	Department Code	{payrun.departmentcode}	Returns the code of the employee's primary Department during the Pay Run.
  PayRun	Cost Centre Name	{payrun.costcentre}	Returns the name of the employee's primary Cost Centre during the Pay Run.
  PayRun	Cost Centre Code	{payrun.costcentrecode}	Returns the code of the employee's primary Cost Centre during the Pay Run.

• Employer Field: Pick a single field from the Employer, such as PAYE PAYE or Pay as you earn is an HM Revenue and Customs’ (HMRC) system to collect Income Tax and National Insurance from employment. Reference.

  Area	Name	Lookup field	Comment
  Employer	Name	Name
  Employer	PAYE Reference	PAYE Reference

• Pay Run Field: Pick a single field from the Pay Run, such as Pay Date.

  Area	Name	Lookup field	Comment
  Pay Run	Pay Schedule	Pay Schedule
  Pay Run	Tax Year	Tax Year
  Pay Run	Tax Month	Tax Month
  Pay Run	Frequency	Frequency
  Pay Run	Period Number	Period Number
  Pay Run	Start Date	Start Date
  Pay Run	End Date	End Date
  Pay Run	Pay Date	Pay Date

• Role Field: Pick a single field from the Employee's Role, such as Job Title.

  Area	Name	Lookup field	Comment
  Role	Role Reference	Role Reference
  Role	Job title	Job title

• Pay Data:  Used for pay codes. Use the pay code name to report it within {}.
  Example: {Overtime 1.5}. To get the units input it as {units.Overtime 1.5}.

• Go to Report template: pay data fields

As templates can be used across multiple employers, and each employer can have their own list of pay codes, your payroll product won’t validate if pay codes exist or are in use.

As well as any Custom Pay Codes you have created, these are the list of System Pay Codes that are reportable in Pay Data Columns in Report Templates

• Go to Report template: system pay code fields

Pay data fields can be combined by adding, subtracting, multiplying or dividing. The result will appear in the column.

Symbol	Function	Use Case	Example	Notes
+	Addition	Adding together pay across multiple Pay Codes.	{BONUS}+{RECBONUS}+{SERVICE}	Shows the total pay in one column across 3 bonus Pay Codes.
-	Subtract	Subtracting pay to return one value minus another.	{GROSS}-{OT}	Shows the total Gross Pay The total amount earned by employee before taxes and other deductions are taken. minus the overtime.
*	Multiply	Forecasting pay based on a % increase.	({OT}+{OT1.5}+{OT2.0})*1.1	Takes the total pay across 3 Overtime Pay Codes and increasing by 10%.
/	Divide	Dividing pay by hours to return an average rate.	{OT}/{units.OT}	Takes the total pay for the Overtime Pay Code and dividing it by the total hours to return an average rate.

Example...

• To show the employee and employer NI as a single figure NI use {NIC}+{NIER}.

Good to know...

• If the figure is held as a negative figure within the payroll, you can show it as a positive figure by adding a plus before the code. i.e. +{LoanRepayment} will show the deduction as a positive figure.

• If the figure is held as a positive figure within the payroll, you can show it as a negative figure by adding a minus before the code. i.e. -{gross}.