Payroll Readiness Report

Overview

The Payroll Readiness report is used to identify missing or incomplete information for employees that would prevent them from being successfully processed in a pay run, or specific data being captured. 

Errors are flagged when there is essential payroll information missing either in the employee’s user profile or on a job that has been assigned to them.

This report will flag the following errors:

• Missing the primary bank account name
• Missing the primary bank account number
• Missing the primary bank account BSB
• Missing a tax table
• Not assigned a super guarantee
• Not payroll ready
• Job at [job name] is missing a pay rate
• KiwiSaver Eligibility status is missing (NZ region only)

To view the errors for an employee:

1. Go to Payroll > Process Payroll > Payroll Readiness.

2. Filter the report using the Report Settings drop-down. You can include locked or inactive users in the report by ticking the relevant checkboxes.

3. Click the + icon next to an employee’s name to view a list of errors or missing details.

You can click on an employee’s name in the Payroll Readiness report to access their user profile and make any amendments that are required.

It's recommended that you generate this report before processing payroll. If it's empty, there are no errors to action.