Insights Glossary

Audit Date - The date the change occurred

Audit Day - The day of the week the change occurred

Audit Month - The month the change occurred in

Audit Time - The time the change occurred

Audit Week - The week of the year the change occurred in. For example, will return '1' for the first week of January

Audit Year - The year the change occurred in

Field Name - The name of the field that was changed

New Value - The value the field was changed to

Old Value - The value the field was changed from

Record Name - The name of the record that was updated (e.g. John Smith)

Record Type - The type of record that was updated (e.g. Employee)

Updated By - The name of the user who made the change

Address - The address specified on the Personal tab

Bank Account - The employee's primary bank account, specified on their Employment tab

City - The city specified on the Personal tab

Contractor - True/False - whether the employee is a contractor (as opposed to a regular employee)

Date of Birth - The DOB specified on the Personal tab

Email - The email address specified on the Personal tab

Emergency Name - The Emergency Contact Name specified on the Personal tab

Emergency Phone - The Emergency Contact Phone entered on the Personal tab

Employee KiwiSaver Rate - The percentage the employee is contributing to KiwiSaver, as specified in their Employment tab

ESCT Rate - The employee's ESCT Rate from their Employment tab

Finish Date - The specified Finish Date (if the employee has been finished)

Finished - True/False - whether the employee is a finished employee (this is useful as a filter for excluding finished employees)

Gender - The gender selected on the Personal tab

GST Registered - True/False - depending on whether a contractor has the GST Registered setting selected on their Employment tab

IRD Number - The IRD number specified in the Tax settings on their Employment tab

Job Title - The employee's job title, if specified on the Personal tab

Name - The Display Name of the employee

Next Anniversary Date - The employee's next upcoming Holiday Anniversary date

Next Sick Leave Anniversary - The employee's next upcoming sick leave anniversary date

Pay Cycle - The pay cycle the employee is included in, set on the Employment tab

Phone - The phone number specified on the Personal tab

Post Code - The post code specified on the Personal tab

Special Tax Rate - The Tax Rate set for contractors under the Employment tab

Start Date - The date the employee started working for you, as specified on the Employment tab

Suburb - The suburb specified on the Personal tab

Tax Code - The tax code selected on the Employment tab

Team - The Primary Team for the employee

Trading Name - The trading name for contractors set in their Employment tab

Work Pattern Days Per Week - How many days per week the employee works, if known. This will be based on the Employee Work Pattern

Work Pattern Hours Per Day - How many hours per day the employee works, if known. This will be based on the Employee Work Pattern

Alternative Leave Due - The employee's Alternative Leave balance in days, from the Leave tab

Annual Salary - The employee's Annual Salary, specified on their Employment tab

Estimated Leave Days Available - The employee's Current Leave Due plus Estimated Leave in Advance balance in days, from the Leave tab

Estimated Leave Hours Available - The employee's Current Leave Due plus Estimated Leave in Advance balance in hours, from the Leave tab

Estimated Leave Weeks in Advance - The employee's Estimated Leave in Advance balance in weeks, from the Leave tab

Holiday Earnings - The employee's gross earnings since their last employment anniversary, from the Leave tab

Holiday Leave Weeks Due - The employee's Annual Leave balance that is currently due (Current Leave Due), from the Leave tab

Holiday Pay Due - The total Holiday Pay currently due to the employee, from the Leave tab. This is generally 8% of their Holiday Earnings unless they're on Holiday Pay As You Go or earn more than 4 weeks of leave per year

Normal Rate - The normal hourly rate for the employee, from the Employment tab

Review Period Days Per Week - The recent average of how many days per week the employee works, based on the company Review Period. If an Employee Work Pattern exists, it will be used instead

Review Period Hours Per Day - The recent average of how many hours per day the employee works, based on the company Review Period. If an Employee Work Pattern exists it will be used instead

Second Rate - The second pay rate for the employee, from the Employment tab (if applicable)

Sick Leave Annual Entitlement - The number of days the employee will receive when crossing their sick anniversary, from the Leave tab

Sick Leave Available - The employee's available Sick Leave balance in days, from the Leave tab

Third Rate - The third pay rate for the employee, if applicable

Time Bank Due - The employee's available Time Bank balance, seen in their Leave tab

Answered Date - The date the step was completed

Employee Name - The Display Name of the employee

Form Answer - The answer provided for the question

Form Question - The title of the question

Signed - Yes/No - indicates whether or not a signature has been provided. Only applicable for Files > Download File steps

Signed Date - The date the employee provided their signature for steps requiring one

Step Description - The description for the step

Task Complete - True/False - for Task steps, indicates whether or not the Task has been completed

Uploaded Document Name - The name of the document that has been uploaded

Workflow Template Name - The name of the Workflow Template

Approved Date - The date the Workflow was approved

Assigned Date - The date the Workflow was assigned to the employee

Employee Name - The Display Name of the employee the Workflow was assigned to

Submission Date - The date the employee submitted the Workflow

Workflow Template Name - The name of the Workflow Template

Approver Name - The person who approved or rejected the expense

Date - The date of the expense record

Description - The description entered on the expense request

Employee Name - The name of the employee the expense request is for

Paid - True/False - Indicates whether the expense has been included in a sent pay

Pay Date - The pay date for the pay in which the expense was paid

Response Date - The date when the expense was approved or rejected

Status - Whether the expense request is pending, approved, or declined

Team - The Primary Team for the employee

Work - The Work the expense is recorded against

Quantity - The number of expense requests of this type

Rate - The value of the expense request(s)

Employee Name - The Display Name of the employee

Holiday Pay As You Go - True/False - whether the employee is on HPAYG

Holiday Pay Rate - The rate at which Holiday Pay accrues for the employee such as 8%, 10%, etc.

Leave Change Flag - True/False - Indicates whether a balance has changed (increased or decreased)

Leave From Date - The date of the previous employee anniversary or employment start date, at the time the record was made

Next Holiday Anniversary - The date of the employee's next employment anniversary, at the time the record was made

Next Sick Anniversary - The date of the employee's next sick leave anniversary, at the time the record was made

Pay Date - The pay date for any pay related actions such as sent pay - will be blank for manual updates to the employee record

Record Action - The action taken in PayHero such as Sent Pay, Mark as Draft, employee record updates, etc.

Record Date - The date on which any recorded action was made

Team - The Primary Team for the employee

Updated By - Shows the user who made any employee record updates

Alternative Leave Due Days - The employee's Alternative Leave balance seen in their Leave tab, at the time the record was made

Alternative Leave Accrued - The number of Alternative Leave days accrued (not manually entered), at the time the record was made

Alternative Leave Taken - The number of days of Alternative Leave taken in the pay

Annual Leave Accrued - The number of Annual Leave days accrued in the pay

Annual Leave Parental Weeks Due - The number of weeks of Annual Leave remaining that was accrued whilst on Parental Leave, at the time the record was made

Annual Leave Taken - The number of Annual Leave days taken in the pay

Annual Leave Weeks Due - The number of weeks of Annual Leave currently due (Current Leave Due), at the time the record was made

Average Daily Rate - The employee's Average Daily Rate, at the time the record was made

Average Weekly Rate - The employee's Average Weekly Rate, at the time the record was made

Average Weekly Rate Per Day - The employee's Average Weekly Rate divided by Days per Week, at the time the record was made

Days Per Week - The number of days the employee worked per week, based on the work pattern/timesheets, at the time the record was made

Estimated Leave Weeks in Advance - The number of weeks of Estimated Leave in Advance for the employee, at the time the record was made

Holiday Earnings - The holiday (gross) earnings for the employee, at the time the record was made

Holiday Paid in Advance - The amount of holiday pay paid out in advance, at the time the record was made

Holiday Pay Accrued - The amount of holiday pay accrued in the pay

Holiday Pay Due - The amount of Holiday Pay accrued less any holiday paid in advance, at the time the record was made

Holiday Pay Paid - The amount of Holiday Pay paid out, at the time the record was made

Hours Per Day - The number of hours the employee worked per day, based on the work pattern/timesheets at the time the record was made

Ordinary Weekly Rate - The employee's ordinary weekly rate, at the time the record was made

Ordinary Weekly Rate Per Day - The employee's ordinary weekly rate divided by days per week, at the time the record was made

Parental Annual Leave Taken - The amount of Parental Annual Leave taken in the pay

Sick Leave Accrued - The amount of sick leave accrued in the pay

Sick Leave Due Days - The amount of Sick Leave due to the employee, at the time the record was made

Sick Leave Taken - The amount of sick leave taken in the pay

Time Bank Accrued - The amount of Time Bank hours accrued in the pay

Average Daily Rate - The employee's Average Daily Rate at the time of the pay. See this article for more details on Leave Rates.

Average Weekly Rate - The employee's average weekly rate, at the time of the pay

Average Weekly Rate Per Day - The employee's average weekly rate per day, at the time of the pay

Days Per Week - The employee's days per week at the time of the pay. This will be based on the Employee Work Pattern, or if their Work Pattern doesn't specify days per week it will be calculated from their recent pay history based on the company Review Period

Employee Name - The Display Name of the employee

Hours Per Day - The employee's hours per day at the time of the pay. This will be based on the Employee Work Pattern, or if their Work Pattern doesn't specify hours per day it will be calculated from their recent pay history based on the company Review Period

Leave Units - Days or Hours depending on the options selected in the pay.

Ordinary Weekly Rate - The employee's Ordinary Weekly Rate at the time of the pay.

Ordinary Weekly Rate Per Day - The employee's Ordinary Weekly Rate Per Day at the time of the pay. See this article for more details on Leave Rates.

Pay Date - The pay date of the pay run

Pay End Date - The end date of the pay run

Pay Item - The Pay Item of the leave payment

Pay Rate - The rate the leave was paid at. This may be an hourly or daily rate depending on the options selected in the pay.

Pay Start Date - The start date of the pay run

Request End Date - The end date of the leave request, if the leave payment is associated with a Leave Request

Request Start Date - The start date of the leave request, if the leave payment is associated with a Leave Request

Earnings - The total value of the leave payment

Leave Days - The days of leave recorded in the pay

Pay Quantity - The quantity of units the leave was paid out at. This number will represent hours or days depending on the options selected in the pay.

Approver - Name of the admin user who approved the request

Employee Name - The Display Name of the employee

End Date - The end date of the leave request

Leave Type - The type of leave requested

Paid - True/False - Whether the leave request has been included in a pay. A 'True' result can include partial payment for leave requests spanning multiple pay periods

Part Day - Will display 0.5 for half day leave requests

Requested Date - The date the leave request was requested

Response Date - The date the leave request was approved/declined

Start Date - The start date of the leave request

Status - Whether the Leave Request is Approved or Pending

Team - The Primary Team for the employee

Created Date - The date the pay was created on

Employee Gender - The gender of the employee, set on the employee's profile under the Personal tab

Employee Name - The Display Name of the employee

End Date - The end date of the pay

Pay Date - The pay date of the pay

Pay Day - The day of the week of the pay date

Pay Month - The month the pay date falls in

Pay Week - The number of the week the pay date falls in

Pay Year - The year the pay date falls in

Sent - True/False - Whether the pay has been Sent or Marked as Sent

Start Date - The start date of the pay

Tax Code - The Tax Code of the employee, at the time of the pay

Tax Period End Date - The end date of the tax period the pay falls in. The Tax Period End Date is based on the month the pay date falls in, as per IRD specifications

Team - The Primary Team for the employee

Child Support Amount - Child Support deducted

Days Worked - The number of work days for the employee

Earnings Not Liable - Earnings not liable for ACC

Employee Pay Rate - The employee pay rate

Fund Employer Amount - Non-KiwiSaver employer superannuation contributions

Fund ESCT - ESCT from non-KiwiSaver superannuation contributions

Gross Earnings - All gross earnings from the pay(s)

GST - The total of GST added to contractor's pays

KiwiSaver Employee Contribution - The employee's KiwiSaver deductions

KiwiSaver Employer Contribution - The KiwiSaver contributions made by the employer. This excludes the ESCT amount, so the KiwiSaver Employer Contribution column plus the KiwiSaver ESCT column will add up to the total employer contribution amount

KiwiSaver ESCT - ESCT from KiwiSaver contributions

Non-Taxable Allowances - All non-taxable allowances (Reimbursements) from the pay(s)

Pay Hours - The number of pay hours within the reported time period

Payments - All payments arising from the pay(s)

Post-Tax Deductions - All deductions from the pay(s), excluding payroll donations

Student Loan Amount - Student loan amounts deducted

Taxable Allowances - All taxable allowances from the pay(s)

Taxes - All tax amounts from the pay(s)

Total ESCT - All ESCT amounts from the pay(s), for both KiwiSaver and other funds

Account Code - The associated Xero account code for the Pay Item specified in the Xero tab

Balance Type - Quantity or Total - What type of balance is being tracked, if Track Balance is selected

Description - Returns any available descriptions for the Pay Item

Employee Name - The Display Name of the employee

End Date - The end date of the pay

Final Pay - True/False - Whether the pay is a Final Pay for the employee

Pay Date - The pay date of the pay

Pay Item - The name of the pay item

Pay Item Sub-Type - The sub-type of the pay item, e.g. 'Bonus'

Pay Item Type - The type of the pay item, e.g. 'Earnings'

Sent - True/False - Whether the pay has been Sent or Marked as Sent

Start Date - The start date of the pay

Tax Code - The Tax Code of the employee, at the time of the pay

Tax Period End Date - The end date of the tax period the pay falls in. The Tax Period End Date is based on the month the pay date falls in, as per IRD specifications

Tax Type - The tax type of the pay item, e.g. Gross Earnings

Team - The Primary Team for the employee

Tracking Category - Will show the associated Xero tracking category if one is set up

Unit - The unit for the pay such as $, weeks, hours etc.

Work - The work the pay was recorded against

Balance - The balance on the pay line, if Track Balance is selected

Quantity - The quantity of the pay line

Rate - The rate used on the pay line

Total - The total amount from the pay line

Employee Name - The name of the employee

Pay End Date - The Pay End Date for the pay history

Days Worked - The number of days worked in the reported pay history

Holiday Pay Earnings - The total gross earnings, excluding discretionary payments which do not attract Holiday Pay.

Hours Worked - The number of hours worked in the reported pay history

Ordinary Pay Earnings - The total gross earnings, excluding discretionary payments (which do not attract Holiday Pay) and irregular payments (which are not included in Ordinary Weekly Pay calculations).

Created Date - When the tax return was first created. This will be when the pay was Sent

Employee Name - The Display Name of the employee

Filed Date - When the tax return was sent through to IRD

IRD Number - The IRD Number of the employee

Is Amendment - True/False - whether the tax file is an amendment to a prior filing

Pay Date - The pay date of the pay

Status - The status of the filing - Submitted, Pending, Error or Withheld

Tax Code - The Tax Code of the employee, at the time of the pay

Tax Period End Date - The end date of the tax period the pay falls in. The Tax Period End Date is based on the month the pay date falls in, as per IRD specifications

Amount Payable - The reported net amount payable to IRD

Child Support Deductions - Child support amounts reported

Earnings Not Liable ACC - The reported earnings not liable for ACC

ESCT Deducted - The reported ESCT deductions

Gross Earnings - The reported gross earnings

KiwiSaver Deductions - The reported employee KiwiSaver deductions

KiwiSaver Employer Contributions - The reported employer KiwiSaver contributions

PAYE Schedular Tax Deductions - The reported PAYE tax deductions

Student Loan Deductions - Student loan amounts reported

Tax Credit Payroll Donations - Any payroll donation tax credit amounts reported

Date - The date the timesheet is recorded on

Day - The day of the week the timesheet is recorded on

Description - Any notes from the time entry

Employee Name - The Display Name of the employee the timesheet is for

End Time - The end time for a recorded time entry

Month - The name of the month the timesheet is recorded in

Paid - True/False - Whether the time entry has been included in a sent pay

Pay Rate - The rate at which the time entry was paid out at

Start Time - The start time for a recorded time entry

Team - The Primary Team for the employee

Unit Type - The type of unit recorded, based on the Pay Item settings e.g. Hours

Week - The number of the week the timesheet is recorded in

Work - The name of the Work the timesheet is recorded against

Year - The year the timesheet is recorded in

Approval Date - The date the timesheet was approved

Approver Name - The name of the approver

Employee Name - The Display Name of the employee the timesheet is for

Timesheet Date - The date of the time entry