Planday

Follow these steps in preparation of your pay run to avoid mistakes before exporting a payroll report from Planday.

Payroll checklist - Steps to take before generating a payroll report

Watch this webinar on payroll reporting in Planday so you can make the best use of it for your business or your organisation.

Webinar on payroll reporting in Planday

Learn how to create a payroll report in Planday and then export it as a PDF, Excel spreadsheet, or CSV file for use with a third-party service.

How to export a payroll report

Track sickness, late punches, etc. using Shift types. Download schedule statistics report for Shift types utilisation.

How to generate reports on schedule statistics or Shift type usage

Set default PDF and Excel payroll report settings. Customise Excel or CSV exports by adding or removing data fields.

How to customise your payroll report

Locking a payroll period prevents you or any other manager from making accidental changes to approved shift data.

How to lock a payroll period

Learn how to set up fixed leave accounts for payroll for the healthcare industry in the UK and pay your employees automatically.

How to pay for holidays using a fixed leave account

Anton E

Maud

Saad Saeed

Payroll reporting

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