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? 

1. Go to Compensation → Payroll. 
2. Select the relevant year. 
3. Select the month. 
4. Click + New payroll export for the selected month (for example " + New payroll export for October" or Create report for the month if no report exists). 
5. In Customize report, choose Everyone at the company or Select people. 
6. Filter by individuals, teams, offices, employment types, departments, or organizations if required. 
7. Use Exclude from this scope to remove employees or groups. 
8. Review the scope and click + New payroll export for the month at the bottom of the window to generate the payroll report. 
9. Click Download on the report in the list to 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 automatically becomes the effective report ("Automatically used as effective since it is the most recent"). You can choose another report with Mark as effective.  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. 

Related articles 

• How do I add an integration in Simployer One? 
• How do I set up the Visma.net integration? 
• How do I set up the Tripletex integration? 
• How do I set up the Fortnox integration? 
• How do I set up the Xledger integration? 
• How do I set up the PowerOffice integration? 
• How do I set up the Agda PS by Visma integration? 
• How do I set up the Finago integration? 
• How do I set up the Kleer integration? 
• How do I set up the Nmbrs integration? 
• How do I set up the Tidsbanken integration? 

If employees don´t show up in the Time off tab of the report

There might be a few different reasons why this can happen. The time off actually has to be approved in order to show up in the payroll report, and the leave must have occurred within the chosen month of the report. The individual has to be part of the scope of employees that was chosen in the report. It might also happen that the payroll report was created before the time off was approved. In that case you need to create a payroll report.

If checking this still doesn´t solve the problem you can compare with the Time off overview data displayed in the table under Manage time -> Time off overview->Leave schedule for the given time period. Just remember that time off that is not approved will not show in the payroll report even if you can see it in the Time off overview table. 

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.

Video guide: Payroll Report in Simployer One
Payroll Report