FlexiTime Payroll pay history information can be accessed using Insights.
There are two archive tables available:
- Archived Pay - this contains one entry for each employee pay from your FlexiTime Payroll account. This table can be used to create earnings summary reports, or to access monthly tax totals.
- Archived Pay Detail - this table contains one entry for each employee pay line from your FlexiTime Payroll account. This table can be used to show employee payslip information, or to find pays with particular pay lines.
To access this information, create a new Table report and select the appropriate table, then add the columns and measures required. The Filters tab can be used to limit your report, for example to a particular pay date range or to one or more employees. If your report uses the Archive Pay Detail table you can filter to particular Pay Items, for example specific deductions or leave payments.
The blue icon refreshes your report display, Save will save the report on your Insights menu, and clicking the menu icon and selecting Download CSV will create a .csv file with your report data.
If you'd like an earnings summary report which includes your FlexiTime Payroll pay history, create a Table Report using the Archived Pay table, filtered to the required date range.
Here's an example of the types of settings you might need for this report, though you can adjust this to meet your requirements:
If you used PayHero for some of the reporting period you can create exactly the same report using the Pay table to obtain your PayHero payroll details. Download both reports to .csv files, then use a spreadsheet program to merge both .csv files into a single spreadsheet for the entire period.
To find payslip details, create a new Table Report using the Archived Pay Detail table, filtered to the employee name and pay date.
Pay Item details
If you'd like to see details of when specific pay items were used in employee pays, use the Archived Pay Detail example above, filtered to the pay item(s) required.