Pay equity reports and settings

Reports

A report keeps the figures as they stood on a date — for a gender pay gap report, a board pack or a year-on-year view.

1. Open Pay equity → Reports and click New report.
2. Name it and pick the snapshot date (not in the future). UK gender pay gap reports use 5 April, or 31 March in the public sector.
3. Optionally write a narrative.

Pay, job titles and bands are worked out as they were on the snapshot date from pay history; bonuses from the 12 months before it. A report holds group figures only — never anyone's pay or details — and small groups are hidden.

While a report is a draft you can edit it, Refresh figures or delete it. Publish locks it for good. Export CSV works on any report.

Settings

• Smallest group shown — at least 3; 5 or more is safer.
• Standard hours a year — for salaried people with no weekly hours (1,950 by default).
• Flag gaps from — like-for-like flag level (5% by default).
• Outlier threshold — 10% by default.
• Currency and Collect equality details.

Everything in Pay equity except My details is limited to HR.