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MDP - Reports - Payment By Employee (PBE) Report

PBE Report Explained: Payroll Data Made Simple

Sharabin Mathi avatar
Written by Sharabin Mathi
Updated over 2 months ago

This article explains how to interpret the payments by employee report for a specific pay period.

Quick Navigation

Accessing the PBE Report

There are two ways to access the pension report:

  1. Via Payroll History:

    • Navigate to the Employee Dashboard for any client/edit any client.

    • Go to the Payroll tab, then select the Payroll History tab.

    • Choose the desired pay period.

    • Click the Reports icon and download the Pension Report.

  2. When payroll is in progress (After the completed status):

    • Navigate to the Employee Dashboard for any client/edit any client.

    • Open the Payroll tab, then go to the Current Period tab.

    • Click the Reports icon for the relevant payroll entry.

Understanding the Report Details

The PBE report begins with a header showing the company name (client's name), pay cycle name, and the pay period (including the tax week and current year). It then lists detailed information for each employee. Below is a breakdown of the key fields included in the report:

Column Name

Description

Employee Number

Unique Identifier of an employee assigned by the employer

Employee First Name

Employee’s first name.

Employee Surname

Employee’s last name.

Department

Department of the employee

Cost Center

Cost centre allocated for the employee

Tax Code

Employee Tax Code

NI Category

National Insurance Category

Gross Pay

The total earnings before any deductions

Taxable Pay

The portion of gross pay subject to income tax

Tax

The amount of income tax deducted from the employee’s pay.

Employees NI

The employee’s National Insurance contribution

Student Loan

Deductions for student loan repayments, if applicable.

Postgraduate Loan

Deductions for postgraduate loan repayments, if applicable.

Deductions

The sum of all other deductions taken from the employee’s pay.

Employees Pension

The employee’s contribution to the workplace pension scheme

Net Pay

The final amount the employee receives after all deductions.

Employers NI

The employer’s National Insurance contribution for the employee.

Employers Pension

The employer’s contribution to the workplace pension scheme.

Grand Total Row: At the end of the report, a summary row displays the grand totals for Gross Pay, Taxable Pay, Tax, Employees NI, Student Loan, Postgraduate Loan, Deductions, Employees Pension, Net Pay, Employers NI, and Employers Pension.

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