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Generating a New Report

1. To generate a new Employee Detail Payday report (CSV) file to upload to the IR, follow these steps:
2. From the menu,

1. select Payroll Administration > NZ Reports

1. > Generate IR Payday Report
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2. If not selected,

1. select Employee Details

1.  from the Report Type

1.  dropdown
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2. Set the following fields:
   1. Subsidiary - the subsidiary you want to include employees from
   2. Reporting Contact - the person who will be submitting this report to the IR
   3. Start Date - employees you have a Hire or Termination date after this date will be included
   4. End Date - employees who have a Hire or Termination date before this date will be included
3. Click

1. the Preview

1.  button
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2. A few notes regarding this screen:
   • Any validation errors will be displayed in the top, you should review these and (if applicable) fix them.
   • If more than 25 results are returned, the results will "paginate". To switch between pages, use

1. • the 1 to 25 of X

1. •  dropdown on the right.
   • To see a preview of the CSV file that will be created switch to

1. • the File Preview

1. •  tab.
   • If you need to make any changes (e.g. update an employee's details, or change the Start Date) then make sure you click

1. • the Refresh

1. •  button so that the changes are reflected.
2. Once you are happy with the report, click

1. the Save and Download

1.  button
2. You will be redirected to a new Payroll Report Export record.
3. Click

1. the download

1.  link to download the Payday Employee Details report you just generated.
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Regenerating a Payday Report

To regenerate a previously created Payday Report:

1. Locate the

1. relevant Payday Report (see section below)
2. Click

1. the Regenerate Export File

1.  button
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2. Review the data / preview.
3. Click

1. the Save and Download

1.  button.
2. Click

1. the download

1.  link to download the latest file to your computer

Locating a Previous Payday Report

Sometimes, you may need to locate the Employee Details Payday Report where an employee was last included. The easiest way to do this is:

1. Locate

1. the Employee

1.  in question
2. Under

1. the Tax Info

1.  tab, find

1. the NZ Payday Report

1.  field and click through to the linked record.
   • If the field is empty then the employee has not been included in a Employee Details Payday Report.
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