Start of Year reports
There are two reports to help you with Start of Year tasks - the Start of Year report and the Pay Ending report. They are both for your use only (don't send them to your payroll advisor).
Start of Year report
The Start of Year report shows the employment information we hold for your employees. Use this report to check the information and identify the changes that need to be made. You can download this report repeatedly to check the changes you have submitted.
The Start of Year report may include multiple rows per employee as it lists both their current and future job details as well as individual rows for any allowances. Use this report to ensure that all employee job details and allowances are ready for 2023.
Pay Ending Report
The Pay Ending report shows your employees whose roles are due to end soon, and who will not be paid after these dates. It also shows employees who have already left your school, but have not been terminated in EdPay.
Download reports
Start of Year report:
- Log in to EdPay using your username and password, and click Accept & Login.
- Go to My Employees > Start of Year screen > Summary tab
- Click Download SOY Report.
Pay Ending report:
- Log in to EdPay, using your username and password, and click Accept & Login
- Go to Reports > select Pay Ending Report
- Click Download CSV
How to use the reports
These reports have a CSV file format, so you can save them and open them in a spreadsheet program, eg. Excel, to record your employee data and have it ready to enter in the Start of Year screen.
Use the table to decide what to do for employees on your Pay Ending report.
| If |
Then |
| employees are returning to your school in 2023 |
enter their start and end dates in the Start of Year screen. |
| employees show on the Pay Ending report who have already left your school |
terminate them in EdPay. |
employees show on the Pay Ending report who are leaving your school and not returning in 2023
|
terminate them in EdPay.
This will generate any due holiday pay. |