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Employee Reports

This guide provides you with a list of all of the available employee reports in Ocerli, along with the key features and columns included.

 Report Name   Key Features   Columns Included
Employee Pay Analysis Report 
  • Breakdown of employee pay elements
  • Ideal for final review before completing a payroll
  • Employee Name
  • Pay Date
  • Quantity
  • Allowance
  • Deduction
  • Employer
Employee Payslip Summary Report 
  • Summary of payslip data
  • Breakdown by employee
  • Employee
  • Name
  • Employee Reference
  • Pay
  • Date
  • Allowance
  • Deduction
  • Net Pay
  • Employer
Employee Starters and Leavers Report 
  • Shows the total number of active employees, inactive employees, and leavers
  • Provides prorated payroll details for employees who left mid-period
  • Employee Name
  • Employee Ref
  • Tax Ref
  • Social Ref
  • Start Date
  • Left Date
  • Active (Tick Box)
Employee Salary Summary Report 
  • Provides individual employee salaries, including gross pay and any adjustments
  • Useful for auditing salaries, or verifying payroll accuracy
  • Employee Name
  • Employee Ref
  • Pay Date
  • Allowance
  • Deduction
  • Net Pay
  • Employer
Employee Master Data Report 
  • Excel Format only
  • Includes all employee data from the employee screen
  • Option to include leavers
  • First, Middle, and Last Name
  • Date of Birth
  • Marital Status
  • Home Address
  • Occupation
  • Organisation Department
  • Employee Ref
  • Start & Left Date
  • Employment Type/ Contract Type
  • Working Hours
  • Pay Schedule
  • Pay Method
  • Tax & Social Ref
  • Tax & Social Details
  • Salary
  • Gsy Weekly/Monthly Tax Codes & Tax Adjustments
  • Gsy Occupation Code/Deferred Until/Opted Out Until
  • Bank Account Details
  • IOM tax code/ director start & end date
Employee Annual Statement 
  • Provides a summary of an employee's total annual earnings
  • Employer Ref
  • Year
  • Company
  • Date Started
  • Date Left
  • Tax & Social Ref
  • Total Allowances
  • Total Taxable
  • Allowances Total
  • Taxable Net Tax Paid
  • Social Insurance
  • Paid Pension Paid
  • Employee Approved
  • Pension Paid
  • Employer Social
  • Insurance Paid
  • Employer Pension
  • Paid Pay Element
  • Qty Allowance
  • Deduction Employer
Employee Benefit in Kind (BIK) Report 
  • Lists all taxable benefits received by employees during a specific tax year
  • Relevant for organisations operating in Jersey, where benefits must be declared for tax purposes each year
  • Employers submit an annual BIK (Benefits in Kind) return to the tax department as part of December CER returns

Accommodation:

  • Reference No,
  • Start Date & End Date,
  • Sum Paid
  • Taxable Benefit
  • Weekly Benefit %
  • Business User
  • Is Furnished
  • Agreement With Tax
  • Contributions
  • Emoluments
Leased Vehicle:
  • Start/End Date Contract Start/End
  • Sum Paid
  • Tax. Benefit Contribution
  • Contract Ref
  • No Cost Of Lease YOA
  • Uneven High Market Value
Owned Vehicle:
  • Registration No,
  • Start/End Date,
  • Sum Paid
  • Taxable Benefit, Weekly Benefit %
  • Business Use Yr First
  • Available Yr First
  • Acquired
  • Contribution Original
  • Price
Other:
  • Description, Start/End Date, Taxable Benefit Notes
 Pay Cross Tab Report 
  • Some may call this a gross-to-net report.
  • A breakdown of cross-tab category elements
  • You can add new cross-tab categories to your database in the reference fields screen. You can also re-order the list and add default categories

Default Categories:

  • Total Deductions
  • Income Tax
  • Net Pay
  • Social Insurance
  • Gross Pay
Pay Cross Tab (Pure CSV) Report 
  • Provides the same payroll data as the 'Pay Cross Tab Report' in a clean, unformatted CSV format
  • Perfect for users who need raw data for further manipulation, filtering, or analysis in spreadsheet format

Default Categories:

  • Total Deductions
  • Income Tax
  • Net Pay
  • Social Insurance
  • Gross Pay
Pay Method Summary report 
  • Lists employee names, net payment amounts, and bank account details
  • Shows the total payment amount needed to process payroll
  • Provides a breakdown of payment methods (BACs, cash, or check) for clarity on how each payment should be handled
  • Organisation
  • Surname
  • First Name
  • Employee Ref
  • Net Pay
  • Bank Details
  • Bank Account Ref
Employee Pay Element Analysis 
  • A detailed report by pay elements e.g. bonus, overtime Useful for analysing
  • Pay elements per payslip for the pay period
  • Organisation
  • Surname
  • First Name
  • Pay date
  • Qty
  • Allowance
  • Deduction
  • Employer
Pay Element Total Analysis 
  • High-level summary of pay elements used in employee payslips
  • Categorised by organisation
  • Organisation
  • Description (Pay Element)
  • Pay date
  • Qty
  • Allowance
  • Deduction
  • Employer