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02Portals & reporting

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.

02.1Four views

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.

PrecisionUmbrella operationsThis month
Overview
Payrolls
Workers
Agencies
Reports
RTI
Environment● Live
Total workers
12,450
Onboarding
132
Paid this week
£5.84m
Exceptions
23
Payroll volumeThis month
Margin overviewAverage
02.2Reporting

Build it once. Save it. Run it when you need it.

A report rebuilt from scratch every month is a report that drifts. Define it once - source, parameters and period - and it stays defined, scoped to whoever runs it.

Selectable views

Umbrella, agency, worker and MSP - each scoped to what that audience may retrieve.

Report builder

Source, type, filters and period - saved and reusable.

Parameterised

The same definition run for a different period, agency or worker without rebuilding it.

Export controls

CSV and PDF, under the same scope rules as the interface.

PrecisionReporting
Reports
Report generator
Environment● Live
Saved reports
ReportCategoryParametersFormat
Payroll summaryPayrollPeriod, agencyCSV
Employer liabilityLiabilityTax monthPDF
Worker pay historyWorkerWorker, tax yearPDF
Timesheet detailTimesheetsPeriod, agencyCSV
Remittance listingPaymentsPeriodCSV
CSV
Export
PDF
Export
Email
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