Start of Year reports
Two reports will help you with your 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
This report shows your employees' Start of Year information in EdPay. You can download the report as many times as you need - it will show the Start of Year information you have entered so far. The report is only available while the Start of Year screen is available.
Your Start of Year report might have multiple rows for each employee. This is because it lists the employee's current and future job details and includes individual rows for any allowances they have. Use this report to make sure all employee job details and allowances are ready for the new school year.
Pay Ending report
This report shows employees whose roles are due to end soon, and who will not be paid after the end date on the report. It also shows employees who have already left your school, but whose roles have not yet been terminated.
Download reports
Start of Year report:
- Go to EdPay > My Employees > Start of Year screen > Summary tab.
- Select Download SOY Report.
Pay Ending report:
- Go to EdPay > Reports > select Pay Ending Report.
- Select 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, (for example, 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 next year |
restart them in the Start of Year screen Annualisation screen or EdPay. |
| employees show on the Pay Ending report who have already left your school |
terminate the roles in EdPay. |
employees show on the Pay Ending report who are leaving your school and not returning next school year
|
terminate the roles in EdPay.
This will generate any due holiday pay. |