Overview

There are several standard reports that can be set up to be received on authorisation (for checking) or on Finalisation.
When checking the payroll, it is important to receive enough reports to check but not too many that you become overwhelmed.

The following reports are usually sent for checking as part of the authorisation distribution

• Error and Warnings Report
• Payroll Register Report
• Direct Credit Schedule
• Gross Pay variance Report
• Updating Report
• Holiday Register
• Leave Balance

A list of authorisation reports is sent by Datacom to the client to check and ensure that the payroll is correct, this is done before the client gives their approval to finalise the payroll.

Client Responsibilities

• Once the client receives the authorisation reports, they will need to check the reports.
• The client needs to report any errors or additional changes that need to be made to Datacom consultants, so that these changes can be made, and updated reports can be sent back.
• Once all checks have been made and all the reports are correct, the client needs to provide the Datacom consultant with written approval to finalise the payroll and send the final reports.

EasiPay Responsibilities

• Before the authorisation reports are sent by the consultant to the client the consultant will need to check the reports to ensure that nothing is wrong on their end. The common reports that are checked by the consultants are:
  • Error and Warnings Report
  • Payroll Register Report
  • Direct Credit Schedule
• Once the checks have been made the consultant will then send the client the authorisation reports.
• If the client comes back with changes or errors in the reports the consultants will need to action these and re-check the reports and re-send updated reports to the client.

Note:

• The authorisation reports can be sent to multiple people, and each person included in the reports can be sent specific reports that could differ from the general reports being sent.
• The reports are password protected and a user will need to be set up to recieve reports.
• Two or more approvals may be required for the consultants finalise and send the final reports. This is based on how many approvals your company wants before the payroll can be finalised. You can update the amount of approvals and who can approve with your consultant at any point.