Payroll Summary Dashboard

The Payroll Summary Dashboard provides an easy-to-read overview of all the key data relating to a specific payroll. 

TABLE OF CONTENTS

• Accessing the dashboard
  • Single payroll
  • Multiple payrolls
• Filtering the dashboard
• Understanding the dashboard
• Exporting the dashboard

Accessing the dashboard

Single payroll

To view the dashboard for a single payroll:

1. Within the Payroll tab of Cintra People, select any payroll.
2. Select a pay period.
3. Click Payroll Summary. 

Multiple payrolls

To view the dashboard for multiple payrolls:

1. In the side menu, click Reports. 
2. Click Payroll summary.

Filtering the dashboard

• The dashboard displays data from the payroll you opened it from, and the current pay period. However, you can change this by selecting different payrolls or start / end paydates. 
• Hover overto view which period(s) the start/end dates relate to.
• You can also filter the list by:
  • Paypoint: Your organisation may use paypoints to group and filters employees, for example by location or department.
  • Employee (name)

Understanding the dashboard

The dashboards contains a series of widgets on all the key areas of your payroll. 

(click to expand)

Click theicon within any widget to open its related report. These reports can be customised the same way as standard reports.

A full list of widgets and their associated reports is shown in the table below:

Name of widget	Related report(s)
Employees on payroll this period	Employment Details
Payslips	None
Total Costs	Total Costs by Employee
Liabilities Payments - Payable to HMRC	HMRC Payment
Liabilities Payments - Employee Net Payments	Employee Net Payments
Liabilities Payments - Total Pension Scheme Liabilities	Pension Scheme Liabilities - Summary
Liabilities Payments - Other Benefit Scheme Liabilities	Other Benefit Scheme Liabilities (Summary)
Liabilities Payments - Other Liabilities	Other Liabilities (Summary)
Gross Pay	Gross Pay Elements

Exporting the dashboard

To export the current dashboard to PDF (including any filters or settings you have applied), click the Export button at the top-right of the screen. The PDF will be saved to your downloads folder. 

See also

Overview of available Payroll Reports