Introduction
Payroll reports in Access Pay & Bill allow you to analyze worker data effectively. However, ensuring that your reports include all relevant workersâboth live and leaversârequires proper configuration. This guide explains how to set up your reports to avoid missing critical data.
Understanding Consideration Dates in Worker Reports
When generating a Worker report, the consideration date plays a crucial role in determining which workers are included. The consideration date filters workers based on their start or leave status relative to the selected date:
Recent Consideration Dates: If you choose a recent date, only workers who started or left within that timeframe will appear in the report. This can result in fewer records compared to the total Live workers count in Worker Search.
Broader Consideration Dates: To include more workers, set the consideration date to an earlier point in time that encompasses the starters or leavers you want to report on. This ensures a more comprehensive dataset.
Ensuring Comprehensive Worker Data Inclusion
To include every worker (both live and leavers) along with key details such as tax code, NI letter, and start date, follow these guidelines:
Use queries designed to return all workers without applying restrictive date filters. These queries ensure that no workers are excluded from the report.
Verify that the report parameters are set to include both live workers and those who have left the organization.
Common Issues and Troubleshooting Tips
Fewer Records Than Expected: If your report shows fewer records than expected, review the consideration date and adjust it to cover the desired timeframe.
Missing Worker Details: Ensure that the query or report configuration includes all necessary fields, such as tax code and start date, to capture comprehensive worker data.
By following these steps, you can configure payroll reports in Access Pay & Bill to provide accurate and complete worker data, enabling better payroll analysis and decision-making.