Payroll

The report types are:

  • Totals: a report that shows the total amounts earned or paid by employees in payrolls. Click here to read more about this report.

  • Gross Totals: a report on the gross totals of the selected payrolls and employees. Unlike the Monthly Gross Totals Report, this report adds up all the values into a single entry.

  • Detailed: a detailed payroll report. Outputs the report in an Excel file. Click here to read more about this report.

  • Monthly Gross Totals: a gross totals report of the selected payrolls and employees that compares the values to the values in respective FS5s to detect discrepancies. Click here to read more about this report.

  • Totals Extended: a report similar to the Totals Report, but in greater detail.

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

Sort Order will sort the employees within those groups.

Analysis Codes in the Custom Analysis Fields are any additional reporting fields that you would like to add to the report.


Basic hours report

You can order your basic hours report by employee code or name. 

Click the Summary box to only display the number of employees that work within the company. When unchecked, the report will display the names, employee codes, and other details of the employees in a list, while providing a total count.

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Overtime report

You can order your overtime report by employee code or name.

Click the Summary box to only display the number of employees that work within the company. When unchecked, the report will display the names, employee codes, and other details of the employees in a list, while providing a total count.

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Benefits reports

You can order your benefits report by employee code or name.

Click the Summary box to only display the number of employees that work within the company. When unchecked, the report will display the names, employee codes, and other details of the employees in a list, while providing a total count.

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Adjustments report

You can order your adjustments report by employee code or name.

Click the Summary box to only display the number of employees that work within the company. When unchecked, the report will display the names, employee codes, and other details of the employees in a list, while providing a total count.

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Head Count report

  • Date As At - set a date to extract the report for. If left blank, the report will be extracted for today's date.

You can order your benefits report by employee code or name.

Click the Summary box to only display the number of employees that work within the company. When unchecked, the report will display the names, employee codes, and other details of the employees in a list, while providing a total count.

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Staff Turnover report

Select the period from and period to for the report. 

You can order your adjustments report by employee code or name.

Click the Summary box to only display the number of employees that work within the company. When unchecked, the report will display the names, employee codes, and other details of the employees in a list, while providing a total count.

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Leave History report

The leave history report gives a detailed overview of the pending and approved leave of the employees.

In the Payroll Company tab, you can select the companies to include in the leave history report. 

If you want to include employees who were terminated between the selected periods for the report, click the Include Terminated Employees box.

Grouping Levels are used to group the employees within the report based on any characteristics that you want. Click the Without page break icon next to each field to prevent the report from creating page breaks for the group level.

Checking the Hide Zero Balances checkbox will hide all leave balances that are used up, to remove clutter on the leave situation report.


Leave Situation report


Leave Accruals report

Selecting a leave type is required for a leave accrual report. You can also select to include NI and bonuses.

In the Payroll Company tab, you can select the companies to include in the leave accruals report. 

You can include accumulated and public holidays in your report by selecting the leave type for each section. 

You can order your adjustments report by employee code or name.

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Unions & Deductions report

If no pay items are visible in the Pay Items tab of the unions deductions report, you need to create a pay item analysis and a pay item group for the union pay item. 

To create a pay item analysis and pay item group for a union pay item:

  1. In the left sidebar of Indigo, click Payroll.

  2. In the Payroll Setup section, click Pay Item Analysis

  3. Click Insert in the functions bar. 

  4. Enter the details of the pay item analysis. 

  5. Click Save

Then:

  1. In the Payroll Setup section, click Pay Item Groups.

  2. Click Insert in the functions bar.

  3. Enter the details of the pay item group.

  4. Click Save

Continuing:

  1. In the Payroll Setup section, click Pay Items.

  2. Click on the pay item you want to include as a union deduction pay item, and click Edit.

  3. Enter the pay item group and pay item analysis details in the Details section of the pay item.

  4. Click Save


Maternity Leave Fund report

In the Payroll Company tab, you can select the companies to include in the maternity leave fund report.

You can order your benefits report by employee code or name.

You can choose to generate the report as a detailed report or as a summary under Level. 

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Advance Payment report

You can order your benefits report by employee code or name.

You can choose to generate the report as a detailed report or as a summary under Level. 

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Contributions report

In the Payroll Company tab, you can select the companies to include in the contribution report.

You can order your contribution report by employee code or name.

You can choose to generate the report as a detailed report or as a summary under Level. 

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Attendance report

Report type – choose between daily, weekly, or none. 

Choose the date from and date to for the report. You can include leave records in the report. 

You can order your attendance report by employee code or name.

You can choose to generate the report as a detailed report or as a summary under Level. 

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Attendance Exceptions report

Report type – choose between daily, weekly, or none. 

Choose the date from and date to for the report. You can include leave records in the report, or choose to show only attendance exceptions. 

You can order your attendance report by employee code or name.

You can choose to generate the report as a detailed report or as a summary under Level. 

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Voluntary Occupational Pension Scheme (VOPS) report

You can order your basic hours report by employee code or name. 

Grouping Levels are used to group the employees within the report based on any characteristics that you want.


Employee Details report

The employee details report generates the selected employees’ profile information. The more support files you use for the employees, the more detailed the reports can be. 

Use the Toggle Grid Options button to add additional fields and data to the report:

  1. Go to the Employee Details Report page.

  2. Click the Toggle Grid Options button in the functions bar.

  3. Click the Column Selector  button in the sub-menu.

  4. In the Columns Selector pop-up window, select the columns you want to include in the employee details report.

  5. Click Save or Apply.


Employee Basic Pay Difference report

The Employee Basic Pay Difference report compares employees' basic pay at a particular date with that of another specific date, and can be issued in Excel format.

To use this report, make sure to assign the permission HR_EmployeeBasicPayDifferenceReportPermission.


User roles and permissions report

The user roles and permissions report can be used to show information on the users in your Indigo system.

Use the Toggle Grid Options button to add additional fields and data to the report:

  1. Go to the Employee Details Report page.

  2. Click the Toggle Grid Options button in the functions bar.

  3. Click the Column Selector button in the sub-menu.

  4. In the Columns Selector pop-up window, select the columns you want to include in the employee details report.

  5. Click Save or Apply.


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