The right information for every audience.
Four people need four different answers from the same pay run. The data is one record; what differs is scope, and scope is enforced rather than agreed.
One record. Four scopes.
Scope is not a matter of what somebody is shown - it is a matter of what they are able to retrieve. An agency portal that could return your margin data if asked the right way is not a scoped portal.
Everything, because the umbrella is the party operating the payroll and carrying the primary obligation.
The workers that agency supplied, and the evidence about them. Not your margins, not your other agencies, not your other clients.
Their pay, their documents, their holiday balance - which is most of what a payroll inbox is made of.
Published as the run completes, retained and downloadable.
Accrued, taken and remaining - the same figure the payroll used.
Contract, right-to-work evidence and statutory notices in one place.
A route to ask a question that does not begin with an email to payroll.
Exposure, liability, margin and operating performance - across every entity, without opening four systems.
| Entity | Workers | Margin |
|---|---|---|
| Alpha Limited | 5,842 | 19.2% |
| Beta Solutions Ltd | 4,970 | 18.6% |
| Gamma Services Ltd | 3,913 | 18.4% |
| Delta Projects Ltd | 2,756 | 18.6% |
Build it once. Schedule it. Let it arrive.
A report you have to remember to run is a report that eventually stops being run. Set it up once and it turns up on its own, scoped to whoever receives it.
Umbrella, agency, worker and director - each scoped to what that audience may retrieve.
Source, type, filters and period - saved and reusable.
Weekly, monthly or on a date, delivered to the people who need it.
CSV, Excel and PDF, under the same scope rules as the interface.
| Report | Frequency | Next run | Format |
|---|---|---|---|
| Payroll summary | Weekly | Every Monday 06:00 | CSV |
| Employer liability | Monthly | 1st of month 07:00 | |
| Margin analysis | Monthly | 1st of month 07:00 | Excel |
| Compliance report | Monthly | 5th of month 07:00 | |
| Liability position | Weekly | Every Friday 16:00 | CSV |
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