Documentation Index

Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt

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Payroll Summary Dashboard

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

New! You can now export the dashboard into PDF.

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 pay dates.

  • Hover over to 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.

Note: If you are viewing the current payroll, some of the data may change

Click the icon 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.