Payroll Totals Report

Generate or Extract a Totals Payroll Report

Jake Ellis avatar
Written by Jake Ellis
Updated over a week ago

Take a look at the other Payroll Reports that you can use here.

What is the Payroll Totals Report?

The Payroll Totals Report is used to generate a report that shows the total amounts that employees paid or received in their payrolls.

These reported amounts usually consist of the basic hours worked, any leave or sick leave taken, overtime, tax and social security paid, among other fields.

Using the Payroll Totals Report

Go to Payroll and Leave > Reporting > Payroll.

Using the checkboxes to the left, select the payrolls that you would like to extract the report for.

Click on the 'Employee' tab, and select the specific employees that you would like to extract the report for. Skip this step if you would like to extract the report for ALL employees.

From the sidebar to the right, make sure to select 'Totals' as your Report Type. This will extract the Payroll Totals Report.

Grouping Levels are used to group the employees within the payrolls based on any characteristics that you want. These include:

  • Company

  • Department

  • Section

  • Unit

  • Location

  • Occupation

  • Cost centre

  • Payroll

  • Grade

  • Employment type

  • Work schedule profile

Sort Order will sort the employees within those groups.

Note: setting Group Level 1 to Cost centre will open an additional custom analysis field option called Cost Reallocation.

In the below screenshot, you can see the basic fields that are always shown in this report. These are Basic Hours, Leave (including Sick Leave), Overtime, Pre-Tax Adjustments, Gross Value, Tax, Total N.I., Post-Tax Adjustments, and Net Value.

Analysis Codes are any additional reporting fields that you would like to add. This can be done from the Custom Analysis Fields section in the sidebar. You can include up to 3 additional Pay Items.

Once done, click on 'Generate PDF' at the bottom of the sidebar.

If you want Indigo to remember the settings for this report for future uses, check the Remember generated report settings at the bottom of the report setup panel.

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