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Download pay run reports and manage auto-enrolment notifications (UK)

Updated

Available for the following plans: Essentials, Engage, Elite, Unlimited HR+Payroll
Available on Payroll: eOS DIY Payroll subplan
Available for the following users: Admin, Owner, users with CSS pay run access

UK payroll admins can now access key pay run reports directly from within an active pay run and ensure compliance with workplace pension auto-enrolment notification requirements. This article guides you through downloading pay run reports and managing auto-enrolment notifications, including compliance reminders when publishing pay slips is deferred.

This article explains how to:

Download pay run reports

This section explains how to download audit, summary, and variance reports for an active or finalised pay run, helping you verify payroll accuracy and meet compliance requirements.

Steps to download pay run reports
  1. Log in to Employment Hero as an Admin, Owner, or a user with CSS pay run access.
  2. Go to Payroll > Pay Runs.
  3. Open the relevant active or finalised pay run.
  4. In the pay run, select the Actions tab.
  5. Select Reports.
  6. Choose from the available reports:
    • Draft Audit Report (for active pay runs) or Audit Report (for finalised pay runs): Download starts immediately.
    • Gross to Net Report: Download starts immediately.
    • Variance Report:
      • If a prior pay run exists for the same schedule, download starts immediately and compares the current pay run to the previous one.
      • If no prior pay run exists, you are taken to the variance report page.
    • Auto-enrolment Notifications (if auto-enrolment is enabled): Opens the auto-enrolment notifications report page.
      • Use filter controls to view notifications by enrolment status or location.
      • Download all notifications at once or download individual employee notifications as PDFs.
  7. If report generation fails, an error message appears in the top right corner.

Manage auto-enrolment notifications

This section covers how auto-enrolment notifications are generated and sent to eligible employees when pay slips are published, and how compliance reminders appear if publishing is deferred.

Steps to manage auto-enrolment notifications
  1. Log in to Employment Hero as an Admin, Owner, or a user with CSS pay run access.
  2. Go to Payroll > Pay Runs.
  3. Open the relevant pay run.
  4. When ready to publish pay slips, select your publish preference in the finalise modal:
    • Immediate: Auto-enrolment notifications are generated and sent automatically for all eligible employees as soon as pay slips are published.
    • Scheduled or Manual: An inline compliance nudge appears, reminding you that eligible employees must be notified within six weeks of their enrolment date. You can proceed with your chosen publish option.
  5. If no employees are eligible for auto-enrolment, no auto-enrolment content or nudge is shown.
  6. After publishing, you will see confirmation that notifications have been generated and sent.
  7. If notification generation fails, an error message appears with a retry option. No partial notifications are saved.
  8. If pay slips are re-published, duplicate notifications are not sent for the same employee.

Further information

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What happens if I defer publishing pay slips?
If you choose to publish pay slips at a later date (scheduled or manual), you will see a compliance reminder in the finalise modal. This nudge reminds you that eligible employees must receive their auto-enrolment notification within six weeks of their enrolment date. You can still proceed with the deferred publish option.
Will employees receive duplicate notifications if I re-publish pay slips?
No, the system ensures that duplicate auto-enrolment notifications are not sent for the same employee in the same pay run. The original notification's timestamp remains unchanged.
What if report or notification generation fails?
If a report or notification cannot be generated, you will see an error message with the option to retry. No partial notifications are saved if the process fails.