Access and download payroll documents

Access and download Full Payment Submissions, payroll reports, payroll variance reports, pension reports, and P45s.

Get the most out of Bob

There are many reasons you may need to access and download payroll documents, including:

• To ensure payroll is correct
• To share data with an approver
• To clearly highlight variances across pay items and employees
• For compliance to financial regulations

With these documents at your fingertips, you can easily fix errors, send reports, and ensure proper payroll documentation.

How to download a Full Payment Submission (FPS)

Downloaded FPS files reflect the data submitted to HMRC.

1. From the left sidebar, select Payrolls.
2. Select the relevant submitted payroll cycle.

   Note: As these submissions only occur once a payroll is completed and validated by HMRC, it's not possible to download this file for Draft payrolls.

3. Click on Actions in the top right corner.
4. Select Full Payment Submission (FPS) in Downloads. The FPS will download as a CSV file for your records.

   Note: The FPS CSV file will only contain columns that contain data for at least one employee. Therefore, there may be differences in reported columns from month to month.

   Note: If Full Payment Submission (FPS) is not clickable, this means the file has been submitted, but has yet to be validated by HMRC. Once the FPS is validated by HMRC, it will become available for download.

How to download a payroll report

The payroll report is a gross-to-net report, automatically compiled for you for each payroll cycle. It is organized per-employee, and highlights the employer NI and pension due for each employee.

1. From the left sidebar, select Payrolls.
2. Click the three dots to the far right of the relevant payroll cycle.
3. Select Download payroll report.

How to download a payroll variance report

The payroll variance report offers insights into variances between the current payroll cycle and the previous payroll cycle.

1. From the left sidebar, select Payrolls.
2. Click the three dots to the far right of the relevant payroll cycle.
3. Select Download variance report.

The payroll variance report has three tabs: Summary, By employee, and By pay item.

• Summary - Lists all pay items and their total values from current and previous payrolls. Notes monetary and percentage differences in pay items. Use this tab to spot significant changes in costs across payroll cycles.
• By employee - Lists each employee and their individual employee variances per pay item from current and previous payrolls. Use this tab to review individual employee variances across payroll cycles.
• By pay item - Lists each pay item and its variance across payroll cycles. Use this tab to understand why individual employee pay has changed.

How to download pension reports

1. From the left sidebar, select Payrolls.
2. Select the relevant payroll cycle.
3. Click on Actions in the top right corner.
4. Select Download pension report in the "Reports" section.

How to download P45s

1. From the left sidebar, select Employees.
2. Select the relevant employee.
3. Click on Actions in the top right corner.
4. To download a terminating employee's P45, select Download P45 (draft). The P45 will include a draft watermark.
5. To download a terminated employee's P45, select Download P45.