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Payroll checklist – What to prepare before creating a payroll report
Payroll checklist – What to prepare before creating a payroll report
Patrick Gruhn avatar
Written by Patrick Gruhn
Updated over a week ago

You can save a lot of time, and reduce the risk of error by pulling complete payroll reports from Planday. But before you start using payroll reports from Planday, we suggest going through the following checklist.

1. Are the Salary identifiers correct?

Make sure the salary identifier for all employees is correct. You can check or edit the salary identifier of a user by going to People > Employees > Edit user. The salary identifier is placed in the Personal details tab under the Payroll section.

Salary identifiers, also called payroll IDs, are used to identify each employee in a payroll system.

The identifier has to be the same in both Planday and the payroll system to ensure each employee gets their correct pay.

2. Any employee changes since the last time you did payroll?

If you add or edit employee data in Planday, you can pull a report to check for changes that should be updated in the payroll system as well.

You can pull a change report from the portal by going to People > Employees > Tools > Export data. Select Employee changes under report type and press Create report.

3. Register salary codes used in your payroll system

Salary codes are used in a payroll system to identify transactions such as normal hours, overtime, or hours with an additional allowance added to them.

If you do an export to your payroll system based on a file from Planday, each of the transactions in the file is usually associated with a salary code.

  • The salary code for normal worked hours can be changed at Settings > Payroll > General > Salary codes

  • The salary code for supplements can be changed at Settings > Payroll > Payroll supplement > Edit the specific supplement

  • Salary codes can also be added to shift types from Settings > Schedule > Shift types

4. Is everything approved in the schedule?

Before you create a payroll report in Planday, we recommend that you check that each shift is correct. You can mark it as 'approved' and generate a report including only approved shifts. When browsing through your schedule, look out for any shifts that have any colour other than green.

Green indicates that the shift is approved.

Go to Schedule > Tools > Shifts overview for a faster way to check, how many approved or unapproved shifts there are.

When you've gone through the checklist you can pull payroll reports from Payroll > Payroll export.

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