This video explains how to automate payroll reporting in Employment Hero Payroll using report packs. It shows how to set up and configure report packs, schedule recurring reports, and customize recipient lists, helping users save time by eliminating manual report distribution. The video covers how to select report types, set reporting periods, define schedules, and add recipients, including those without full system access. It also explains filtering by employee, location, or employing entity. These steps are relevant for organisations using the SCHADS award and other payroll frameworks, ensuring accurate and timely reporting for employees while streamlining administrative tasks.
Today we're showing you how to automate your payroll reporting in Employment Hero Payroll using report packs. A specialist of Streamline Reporting for hundreds of Australian businesses will help you eliminate manual report distribution forever. We'll learn how to schedule automated reports, customize recipient lists, and set up recurring delivery schedules that save hours every pay period.
So, what are your benefits in setting up report packs? First, it automates report distribution with a one-time setup. It also allows you to add recipients who do not have access to your account to receive assigned reports via email. This saves time by eliminating manual tasks like downloading reports, saving them, and sending attachments.
This feature is only available to full-access users by default. However, you can also grant access to restricted users to set up and configure your report packs. We just need to navigate to Payroll Settings and then select Report Packs under Business Management.
If this is your first time setting up a report pack, you can do the configuration here by clicking the Configuration button. If you want to change the default email set up under your contact email address in the business settings, you can also change it here. If you want to add a custom message in the body of the email, click Edit and put your message, then don’t forget to save it.
After the configuration, let's proceed to adding and configuring the report packs. First, we have the Name field, where we enter the name. We will reference the name you put here later, so we strongly recommend naming it in a way that will make sense to the recipients. For example, I’m setting up a report for a payslip report.
Next, choose a period. Select which pay run you would like to send or the report filters to generate. You can select, for example, the current pay run. You can also leave this blank if you want to set custom dates instead.
For the schedule setup, you can set the frequency—weekly, fortnightly, or monthly. For example, I’ll set it to fortnightly. You can also set the time when the report will be generated and sent, for example, 9:00 a.m. every Monday. Then set the starting date, for example today, and an end date, which can be a specific date or never.
Next, select the report you would like to send. In my example, it’s a payslip report, so I would select Payslip Report. You can configure the payslip schedules here and choose whether to send a single payslip for the employee only or for all employees. For all employees, select All. If you only want to send this to a specific person, specify it here. You can also filter by location or employing entity. If you want to add another report to the same report pack, you can do that as well.
Under Recipients, add a recipient and enter their email address. If you want the user to log in to their employee portal before accessing the report, check the box; otherwise, leave it unchecked.
After that, click Save.
So far, that’s how you set up a report pack. I hope this helps. If you have questions, you can contact our support. Thank you, and have a great day.