Create an end of payroll year report pack

You can set up a report pack containing key reports that you can generate at the end of the payroll year (EOPY). Once you've set it up, you can generate all your EOPY reports at once – with just a few clicks. And you can re-use the report pack to generate the same group of reports each year. More about report packs

1. Create the report pack template

You only need to do this once to select the reports to include in the template.

1. Go to the Reporting menu and choose Report packs.

2. Click Create new and choose Template from the dropdown. The Report pack template page appears.

   1. Styling - choose a PDF style to apply to the report pack template. You can choose the default one that we've created, one you've created earlier, or click Add new style template to add and create a new one PDF style template. See PDF style settings for more information.

   2. Pages - add the reports you want to include in the pack.

      1. Click the dropdown and choose the following reports:

         • Payroll summary

         • Payroll register summary

         • Payroll register detail

         • Accrual by fund summary

         • Accrual by fund (detail) summary

         • Superannuation payments detail

         • Superannuation payments summary

         • Leave balance (detail) summary

         • Leave balance (detail) detail

   3. Report preferences - select whether you'd like negative amounts in your reports to be shown in brackets or with a minus sign, and select other preferences listed.

   4. Disclaimer - select Add a full page disclaimer only if you'd like to include a disclaimer in your report pack. Once selected, enter what you'd like to appear on each page of the pack in the Disclaimer text field, or upload a file.

3. Once you've entered what you need for the pack, click Save as.

4. Enter the Report pack template name, like EOPY and (optional) Description of the report pack.

5. Select level of access and report template availability.

6. Once you're done, click Save.

The template will be listed in the Templates section of the Report pack tab. This will be ready to use when you create your next report pack.

2. Create a report pack

You'll do this at the end of every payroll year to set the period (date range) for the reports. This will be 1 July to 30 June for the payroll year you're reporting on.

1. Go to the Reporting menu and choose Report packs.

2. Click Create new and choose Report pack from the dropdown.

3. Choose the Period you'd like the report to include from the dropdown or enter a Date range.

4. Select the EOPY report pack template you created above from the available templates listed in the dropdown.

5. Click Apply. A preview of the report pack will appear on the chosen template.

6. Click the menu dropdown to open the details of the chosen formatting option:

   1. Template options - allows you to change the PDF template you've chosen, and page orientation of the pack.

   2. Cover page - upload logos/ images to the cover of the report, and change the cover title and description.

   3. Table of contents - choose whether to include a table of contents and the style it's formatted.

   4. Pages - add or remove sections of the report pack.

   5. File upload - upload any additional files required to include in the report pack.

   6. Comments - enter comments on the report pack and choose how you'd like them displayed.

7. If you've made any edits in the sections, make sure to click Apply to save any changes.

8. Once you've made your changes, click the status that best suits that report. Your options are:

   1. Draft - used for draft versions of reports.

   2. Approved- used once the reports have been finalised.

   3. Published- this will convert the pack into a read only PDF.

9. If you'd like to save the changes you've made to the pack or the template, click Save as to see the options.

3. Download the report pack

You need to download the report pack to create a PDF containing each of your EOPY reports.

1. Go to the Reporting menu and choose Report packs.

2. Click the Report Packs tab.

3. Select the EOPY report pack and click Download. A PDF containing each of the reports in the report pack is saved in your Downloads folder.