Where to find the deduction report
The deduction report sits in a link, just above the payroll/s.
Steps to the deduction report - log into the Reward Manager -> click on SmartPay tab on the lefthand sidebar -> click Administer -> click on the tab Payrolls on the page -> click on the link Download Deduction Report, which is just above the payroll/s (see screenshot below).
What if a window just closed. Where is the deduction report then?
The deduction report is generated only on cut-off date of the payrolls pre-set in the SmartPay product configuration, not on window close date.
Find out more details about the deduction reports in SmartPay in the article SmartPay deduction reports.
How should a client organise the deductions for Holiday Trading, if they don't yet have the deduction report?
Clients can export a report of all Holiday Trading applications at any time from the application listing.
Steps to the application listing - log into the Reward Manager -> click on SmartPay tab on the lefthand sidebar -> click Administer -> click on the tab Applications -> apply the filters you need (e.g. Select product Holiday Trading to filter the applications for HT only, select application status Approved if you'd like to export a list with approved applications only etc.) and click on the green button Apply filter -> click on the green button Export Applications (see screenshot below)
Does the export of applications provide enough data to be able to organise the deductions?
Yes, the report includes employee identifier, employee name, product name, application amount (e.g. buy 1 hour, which costs £50), deduction period - what's the period of time the employee will repay their application for (e,g, 12), status - status of the application (if it is approved, rejected, pending or cancelled), application date - the date at which the employee submitted their application. Find an example below:
Find more details about how to manage applications in the article How to manage applications in SmartPay.