Reports

Most reports can be generated from three sections in the left sidebar: Reports, Filing, and Pay Runs.

Reports

The Reports section contains links to pull various reports containing employee and payroll data. We recommend using the Excel format option, where available, for these reports. If you don't have Microsoft Excel installed, see the View Reports in Google Sheets help page.

Only information from finalised payslips will be included in reports. If you would like to pull a report to check that your payslips are correct, you will need to finalise them first; if any changes are required, you can simply unfinalise the relevant payslips.

The following reports are available:

• Balances – Loans, Savings and Garnishees – balances at a certain date for these items.
• Custom Reports – a custom combination of Transactions, Payslip Notes, Leave, and Employee Information fields.
• Employee Basic Info – general info such as ID numbers, addresses, and banking details.
• Employee Changes – a consolidated view of changes to employee profiles across the system.
• Employment Equity – generates pre-populated EEA2 and EEA4 reports (as PDFs) for submission to the Equity Directorate.
• Employment Tax Incentive (ETI) – ETI calculated per qualifying employee.
• Leave and Leave Days Report – leave accrued and taken, per employee, for all the different leave types.
• Leave Expiry Report – when leave will expire for employees.
• Leave Liabilities – the amount an employee would need to be paid if they were paid out their annual leave.
• Leave Requests – employees’ leave that falls within a certain date range.
• Payslips – a ZIP file containing payslips within a specific date range for selected employees or pay points.
• Quarterly Employment Statistics – an Excel report populated with employment and earnings figures to submit to Stats SA.
• Termination Certificates – a ZIP file containing all termination certificates within a specific date range for selected employees or pay points.
• Transaction History Report – payslip items (e.g. salary, tax, commission, SDL, Nett Pay) per employee per period.
• Variance Report – variances between two periods for payslip item amounts.

User access report

An audit report of all users and their access levels can be downloaded from the Manage Users screen. More information is available on the Download User Access Report help page.

Password Encryption

An additional and optional layer of security can be enabled for reports that may contain sensitive information. To enable password protection:

1. Go to Settings > Advanced > General.
2. Tick the Enable password protection for reports box.
3. Enter a unique password in the Report password field.
4. Click Save.
5. Click Reports in the left sidebar, and create a report as usual.
6. The Report-Specific Settings field will appear.
7. Tick the Password protect this report download box, and download the report in the relevant file format.
8. You can tick the Password protect this report download box for each individual report created, should the report require encryption.

A password-protected report will require the created password to be entered when opening the file. Password encryption will apply to all downloaded report formats, including ZIP, PDF, and Excel.

Password validity

The same password saved in General settings will remain the password for all reports generated on SimplePay unless changed or updated. You can change and update this password at any time. If the password is changed, this will affect only new reports that are generated – reports that were previously downloaded will still make use of the old password.

Filing

The Filing section contains reports necessary for monthly filing: EMP201s and UIF Declarations. There are also links to pages where you can download non-monthly submissions: IRP5s, EMP501s, and OID Returns. More information on all of these is available here.

Pay Runs

Some reports are specific to a pay run and become available only once the pay run has been created. This includes a breakdown of payments to be made and, importantly, an accounting report to help you do your books. More information is available here.