Exporting Monthly Payroll Information

Oakline provides monthly staff reports and CSV exports to help a provider prepare information for an accountant, payroll bureau or payroll system.

Oakline does not submit payroll to HMRC, generate statutory payroll filings or replace an accountant or payroll provider.

Monthly Payroll Report

Choose the required month and review the calculated information for each staff member. Depending on the available records and settings, the report can include:

• worked hours and recorded breaks;
• standard, leader or staff-specific hourly rates;
• estimated gross pay;
• holiday hours and related monthly calculations;
• payment-control information used by the provider.

CSV Export

Use the payroll export to download the monthly data in CSV format. Give the file to the authorised person responsible for payroll review or import it into an external workflow where supported.

The export is only as accurate as the clock events, breaks, rates and holiday records entered in Oakline. Review the report before export and keep appropriate approval records outside Oakline where required.

What Oakline Does Not Do

Oakline does not calculate or submit PAYE to HMRC, make pension submissions, decide employment status or statutory entitlement, replace payslips or statutory accounts, or automatically correct missing time records.

See Clock-in, Timesheets and Holiday Accrual before preparing the monthly export.