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
This report shows the information we have about your employees. You can download the report as many times as you need and it will show the Start of Year information you have entered so far. The report is only available from 4 December 2023 until 1 March 2024.
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 2024.
Pay Ending report
This report shows 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 whose role has not yet been terminated.
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, e.g. 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 2024 |
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 the roles in EdPay. |
employees show on the Pay Ending report who are leaving your school and not returning in 2024
|
terminate the roles in EdPay.
This will generate any due holiday pay. |