While Paycircle facilitates effective and efficient collaboration from within the platform, some employers will still prefer to have reports emailed to them, rather than viewing and retrieving them from their own portal. Reports may be sent once payroll has been run, to provide the client with the amounts to pay their team, or before running payroll, to confirm all the necessary changes have been added.
If you are sending reports over email, it is important to minimise the risk of data breaches and ensure the security of the data you are sending. You can download both draft and final versions of reports, and automatically set a password to protect the files you are sending. To do this, follow the steps below.
Select the reports and set a password
Downloading and protecting reports can be done from either the Current period, for draft reports, or from the History area, for the final versions. The reports available to select from will reflect the reports assigned to the company in a report pack. The reports available from each location will also depend on whether the report is available in Draft, Final, or both versions.
From either of these places, the process of downloading and protecting the reports is the same. To do this, follow the steps below.
Click the blue Reports button at the top of the page, and select the reports you wish to download, and the formats you want them in.
To add a password, switch on the Password protect the ZIP file toggle then enter a password.
Click Download. The reports will be downloaded into a ZIP file, with the password you have set.