How do I use the payroll report in Simployer One?
The payroll report helps you generate a monthly Excel workbook containing payroll information for employees. You can use the payroll report to export employee, employment, compensation, time off, and timesheet information for your payroll process. The report also highlights changes since the previous effective payroll report, making monthly payroll reconciliation easier.
By default, only Owners have access to payroll reports. Access can also be granted to other roles and limited to specific organisations, offices, departments, or groups of employees.
Who can use the payroll report?
- By default, only Owners can access payroll reports.
- Access can be granted to other roles.
- Access can be limited to specific organisations, offices, departments, or groups of employees.
How do I create a payroll report?
- Go to Compensation → Payroll.
- Select the relevant year.
- Select the month.
- Click + New payroll export for the selected month (or Create report if no report exists).
- Choose Everyone at the company or Select people.
- Filter by individuals, teams, offices, employment types, departments, or organisations if required.
- Use Exclude from this scope to remove employees or groups.
- Review the scope and generate the payroll report.
- Open the completed report and download the Excel workbook.
Important: Payroll reports are static snapshots. Changes made after a report is created are only included in newly generated payroll reports.
What is an effective payroll report?
The latest payroll report for a payroll period becomes the effective report. Future payroll reports compare against the previous effective report to highlight changes. Previously created payroll reports remain available and can be downloaded at any time.
What does the payroll report contain?
The exported Excel workbook always contains the following worksheets:
- Employee info
- Employment & Compensation
- Time off
- Timesheet
- New hires
- Terminations
- Bonus compensation
- Additional compensation
Bonus compensation and Additional compensation worksheets are always included, even if they contain no records.
How do I understand changes in the payroll report?
The Status column identifies information that has changed since the previous effective payroll report. Changed cells may include comments showing the previous value to simplify payroll reconciliation.
What file format does the payroll report use?
Payroll reports are exported as Excel (.xlsx) workbooks. Dates use YYYY-MM-DD, partial-day leave uses YYYY-MM-DD HH:MM, timesheet hours use HHH:MM, and Swedish social security numbers are formatted as YYYYMMDD-XXXX.
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FAQs
Why can't I see changes I made after creating a payroll report?
Payroll reports are static snapshots. Generate a new payroll report to include later changes.
Can I download an older payroll report again?
Yes. Previously created payroll reports remain available and can be downloaded at any time.
Can I create payroll reports for only part of the company?
Yes. Use Select people to filter the report scope and exclude employees or groups if needed.
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