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Run and download employee details report on Payroll classic

Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll plans: Standard, Premium

As an Admin or Owner, you will want to report on a specific feature in the Payroll classic platform, and there may be the case that there is no pre-built report you can utilise for this task. In cases like this, you can use the Employee Details Reports feature to build your own report to track, manage and report on, for example, assigned pay schedules or assigned super thresholds within your organisation.

The Employee Details Report feature allows you to build your own reports from scratch, to read in-depth instructions on how to do this. Refer to our building series of articles in the following section. You can also use this feature to download the information as an Excel, CSV or PDF file in you want to access the data outside the platform. 

Getting started

The below section will walk you through how to run an employee details report.

Run an employee details report
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the   Reports menu.
  3. Click the Employee Details Report button.
    Report_1.jpg
  4. Select from the following fields:
    • Employee.
    • Employee default location.
    • Pay schedule.
    • Employment status.
    • Employee start date.
    • Dispaly columns.
    • Employing entity.
  5. Click the Run Report button.
    Report_2.jpg

    Helpful Hint

    You will now see your Employee Details report on your screen.

    Report_3.jpg

Maintain

The below section will walk you through how to download your employee details report.

Download the report: Excel
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the   Reports menu.
  3. Click the Employee Details Report button.
    Report_1.jpg
  4. Select from the following fields:
    • Employee.
    • Employee default location.
    • Pay schedule.
    • Employment status.
    • Employee start date.
    • Dispaly columns.
    • Employing entity.
  5. Click the Run Report button.
  6. Click the   Download   button.
  7. Click the Excel button.
    Report_4.jpg
Download the report: CSV
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the   Reports menu.
  3. Click the Employee Details Report button.
    Report_1.jpg
  4. Select from the following fields:
    • Employee.
    • Employee default location.
    • Pay schedule.
    • Employment status.
    • Employee start date.
    • Dispaly columns.
    • Employing entity.
  5. Click the Run Report button.
  6. Click the   Download   button.
  7. Click the CSV button.
    Report_5.jpg
Download the report: PDF
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the   Reports menu.
  3. Click the Employee Details Report button.
    Report_1.jpg
  4. Select from the following fields:
    • Employee.
    • Employee default location.
    • Pay schedule.
    • Employment status.
    • Employee start date.
    • Display columns.
    • Employing entity.
  5. Click the Run Report button.
  6. Click the   Download  button.
  7. Click the PDF button.
    Report_6.jpg

Explore related content

  • Employee Record Auditing Report This feature allows you to create a report on the employee file changes within your organisation and see details such as the changes made, the channel, the section, the old value and the new value.
  • Payroll Platform: Employee Details Report This feature allows you to create your own employee details report along with in-depth instructions on how to complete both this and update employee details on your HR platform.
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