Pay Cycle History
Summary
Pay Cycle History is the read-only view of a completed pay run. Open it using View Pay run on a Completed period tile to review employee and employer payroll details.
You can inspect Summary, Income, Deductions, and Employer Cost information, but you cannot edit salaries or add deductions from this page.
In this article
- Before you begin
- Opening a completed pay run
- Employee Details
- Employer Details
- Deleting
- Viewing History
- Frequently Asked Questions (FAQ)
Before you begin
You must have an active Payroll add-on to access and use Payroll features.
You need:
- Company Money access
- View Pay Schedules
- View Completed Payrun
To delete a completed pay run, you also need Delete Payrun.
The period tile must have a Completed status. Start Pay run and Continue Pay run open the editable pay cycle rather than Pay Cycle History.
A completed pay run cannot be deleted when:
- The tax year is locked.
- A later pay run is already active.
Opening a completed pay run
- Open Company Money.
- Select an Active location.
- Select Pay Schedules.
- Open the Active schedule.
- Find a Completed period tile.
- Select View Pay run.
The heading shows the schedule name.
The timeline is:
Employee Details → Employer Details
The Employee Salaries Details section has a Completed tag.
Select Back to return to the pay schedule page.
Employee Details
The heading is Employee Salaries Details and the status tag is Completed.
The available tabs are:
- Summary
- Income
- Deductions
- Employer Cost
Each grid includes Search and can be exported.
If a money cell is empty, Plumm shows a minus icon.
For Gross with no value, Plumm shows:
No Income for {name}
For Deductions with no value, Plumm shows:
No Deductions for {name}
Summary
The Summary grid includes:
- Name
- Gross
- Deductions
- Employer Cost
- Take Home Pay
- Status
Status tags are:
- Draft — yellow
- Processed — green
- Paid — green
If there are no records, Plumm shows:
Nothing to show here yet.
Income
The Income grid includes:
- Employee
- Salary Basis
- Salary
- Current Cycle Salary
- Taxable Other Income
- Non Taxable Other Income
- Other Income
- Total Income
Select a person to open View Income.
The sidebar is read-only and shows:
- Salary
- Total Income
Select Close to return to the grid.
Deductions
The Deductions grid includes:
- Employee
- PAYE
- Pension
- NI
- Student Loan
- Post Graduation Loan
- Taxable Deductions
- Non-Taxable Deductions
- Other Deductions
- Total Deductions
Select a person to open View Deductions.
The sidebar is read-only and shows:
- PAYE
- Pension
- National Insurance
- Student Loan
- Postgraduate Loan
- Total Deductions
Other deduction rows can also appear when the person has additional pay codes.
Select Close to return to the grid.
There is no Add Deduction or Save action on Pay Cycle History.
Employer Cost
The Employer Cost grid includes:
- Employee
- Gross
- Employer Pension
- Employer NI
- Other
- Total Employer Cost
Select a person to open View Employer Costs.
The read-only sidebar shows:
- Gross
- Employer Pension
- Employer NI
Select Close to return to the grid.
Select Next to continue to Employer Details. Selecting Next also loads the review totals.
Employer Details
Select Next from Employee Details to open Employer Details.
The available button is Back.
Employer Cost Details shows period totals, including:
- PAYE Tax
- Student Loans
- Pay to Pension
- Employee Pension
- Employer Pension
The pay run payment date shows the cycle date.
Employer Details is read-only.
Deleting
You need Delete Payrun to delete a completed pay run.
Open the three-dot menu (⋮) and select Delete.
The modal heading is:
Delete Pay Run?
Plumm asks:
Are you sure you want to delete this pay run?
Select Cancel to leave without deleting the pay run or Confirm to continue.
On success, Plumm shows:
Pay run deleted successfully.
Plumm then returns you to the pay schedule.
Deletion can fail with the following messages:
- Payrun cannot be deleted since tax year is locked.
- Payrun deletion is restricted due to the presence of active future payruns.
- Something went wrong. Please try again.
Viewing History
View History is shown on Employee Details when the cycle has been undone.
Select View History.
The modal heading is:
Payroll Audit Log
You can use Search and filter by status.
The audit includes columns such as:
- Employee
- Field
- Old Value
- New Value
- Difference
If there is no audit information, Plumm shows:
Nothing to show here yet.
Select the close control to dismiss the modal.
Frequently Asked Questions (FAQ)
- How is this different from the pay cycle wizard?
Pay Cycle History is for a Completed pay run. Its tabs and sidebars are read-only. Add Deduction, Import, and salary edits are not available on this page. - Who can open it?
Users with View Completed Payrun can open Pay Cycle History by selecting View Pay run on a Completed period tile. - Can I add a deduction here?
No. Add Deduction is available on the draft pay cycle Salaries step and requires Add Deduction in Payrun. - Why is View History missing?
View History is shown when the cycle has been undone. It is not shown on a normal completed run. - Why can I not delete the run?
You need Delete Payrun. Deletion also fails if the tax year is locked or if a later pay run is already active. - Can I export the grids?
Yes. Each visible grid can be exported from this page. The Summary export file name is PayCycleSummary, and the Deductions export file name is EmployeeDeductions.
