Payroll¶
Overview¶
The Payroll capability provides pay entry, general ledger payroll, and pay type analytics from the 365 Payroll BC extension — payslip amounts, GL payroll postings, and pay type distributions with employee-level demographic breakdowns.
This capability requires the 365 Payroll BC extension to be installed in the customer's BC environment.
Required BC Configuration — INSIGHT Balance Codes¶
The Pay Category classification, the selectable Pay Type Group, and all signed pay amounts depend on a set of Balance Codes in a balance group named INSIGHT that the payroll consultant maintains in 365Løn:
INSIGHT_LØN(Earnings),INSIGHT_GODER(Benefit),INSIGHT_FRADRAG(Statutory Deduction), andINSIGHT_AGBIDRAG(Employer Contribution) classify each pay type and drive the gross-to-net pay waterfall.INSIGHT_LØNSUMdefines a total-salary Pay Type Group, and the optionalINSIGHT_OVERTIDdrives the Overtime Pay measure.- Each code's positive / negative pay-type filter lists its member pay types; the negative filter normalises amounts stored negative in the source.
Without this setup, pay types fall back to Pay Category N/A and the waterfall and overtime measures stay blank. See Payroll — BC to Power BI Mapping for the full setup steps.
Semantic Model Tables¶
Dimensions¶
| Table | Description |
|---|---|
| Pay Type | Pay type definitions — pay type number, description, line type, and Pay Category (Earnings, Benefit, Statutory Deduction, Employer Contribution) that powers the gross-to-net pay waterfall |
| Pay Type Groups | Grouping of pay types into higher-level categories for summarized pay type reporting |
| GL Pay Account Groups | Grouping of G/L pay accounts for summarized payroll GL reporting |
| Payroll Posting | Payroll posting group — posting number, description, and period start/end dates. Groups payslip and GL entries into a payroll run |
| Account | G/L Account master — shared with Finance. Account number, name, category, and subcategory from BC Chart of Accounts |
Facts¶
| Table | Description |
|---|---|
| Payroll Entries | Posted pay entries — one row per payslip line, tracking pay amount, units, and rate by employee, pay type, and payroll posting |
| Payroll GL Postings | General ledger entries generated from payroll — payroll amounts posted to G/L accounts, with debit/credit breakdown |
The Payroll table is a measure wrapper that hosts all Payroll DAX measures; the Payroll Entries and Payroll GL Postings fact tables are hidden.
Key Measures (32)¶
| Category | Measures |
|---|---|
| Payroll Amount | Payroll Amount, Payroll Amount Benchmark, Payroll Amount IndexYear, Payroll Units, Payroll Rate, Overtime Pay |
| Pay Waterfall | Pay Element Amount, Gross Pay, Total Deductions, Employer Contributions, Net Pay, Total Employer Cost |
| Demographics | Employee Age, Employee Seniority |
| Median | Margin Selected, Payroll Amount Median, Payroll Amount Median Lower, Payroll Amount Median Upper |
| Distribution | Payroll Amount Scatter, Payroll Amount Index, Payroll Amount Variance Label |
| Pay Metrics | Payroll Amount % of Total, Payroll Amount Average, Payroll Amount Average All Δ, Payroll Amount Average Benchmark, Payroll Amount Average Index, Labour Cost per FTE |
| GL Pay | GL Pay Amount, GL Pay Amount Benchmark, GL Pay Amount IndexYear, GL Pay Debit Amount, GL Pay Credit Amount |
Use Cases¶
- Payroll cost analysis — Total payroll amounts by employee, pay type, and payroll posting period
- Pay distribution — Median, scatter, and share-of-total analysis of payroll amounts across the workforce
- GL payroll integration — Payroll costs posted to the general ledger for financial reporting, with debit/credit reconciliation
- Pay type analysis — Compare payroll amounts across pay type classifications (salary, bonus, overtime)
- Employee-level pay demographics — Combine payroll amounts with employee age and seniority for compensation equity analysis
- Gross-to-net waterfall — Break down gross pay, deductions, and employer contributions into net pay and total employer cost
- Labour cost efficiency — Compare total employer cost per full-time-equivalent employee across periods and departments