How to Build a Custom Payroll Report

Step 1: Create or Select a Custom Report Provider

• From the Payroll page, select or create a custom report provider.

• You'll see a side navigation with sections for Pay Code Mapping, Job Item Mapping, Configure Format, and Download.

Step 2: Map Pay Codes

1. Navigate to Pay Code Mapping in the report builder side menu.

2. Map each award's pay rates and leave types to the correct payroll codes, grouped by employment type.

3. Click Save to store your mappings.

Step 3: Map Job Items

1. Go to Job Item Mapping.

2. Select the job layer you want to map.

3. Map each job item to the corresponding payroll category.

4. Click Save.

Step 4: Configure the Export Format

1. Go to Configure Format.

2. Edit the report name by clicking the Edit icon next to the title.

3. Set up Data Grouping to control how rows are grouped in the output.

4. Configure Field Mapping to define header rows, data rows, footer rows, and group label rows.

5. Use Add Header, Add Footer, or Add Group Label to add custom rows.

6. Set the Output File Name to customise the downloaded file name.

7. Choose the Output Format (e.g., CSV) and configure options like excluding leave, public holidays, or employees with blank payroll codes.

8. Click Save to finalise.

Step 5: Download the Report

1. Go to Download in the report builder side menu.

2. Select the Pay Period:

   • Choose a Start Date.

   • Select the period type: Weekly, Fortnightly, Monthly, or Four Weekly.

   • Set a multiplier if you want to cover multiple periods at once.

3. Choose the Approval Status to include (e.g., Approved, Pending).

4. Filter and select Employees by award, department, contract type, or role. Use the checkbox column to include or exclude individuals.

5. Click Download to generate and save the report file.