What is a Payroll Budget Report by Department?

Payroll budget reports are considered powerful budget analysis and staff planning tools and are used by Budget Managers and CFOs to review total budgeted compensation and headcount. Some of the main functionality in this type of personnel report is that it displays all employees and a breakdown of their budgeted compensation. The employees are grouped by department with sub-totals and a grand total for the organization. The columns display the base salary as well as additional compensation for shifts, weekend, overtime, etc. You find an example of this type of personnel report below.

Purpose of Detailed Payroll Budget Reports

Healthcare providers use Detailed Payroll Budget Reports to perform in-depth analysis of personnel expenses at the end of a budget process. When used as part of good business practices in Budgeting and  FP&A departments, an organization can improve its budget approval process and staff-related planning as well as reduce the chances that budgets are not accurate due to oversights in the planning process.

Detailed Payroll Budget Report Example

Here is an example of a Payroll Budget Report with employees and their compensation expenses grouped by department.

Example of a Payroll Budget Report by Department for a Healthcare Provider

Example of a Payroll Budget Report by Department for a Healthcare Provider

You can find hundreds of additional examples here

Who Uses This Type of Personnel Report?

The typical users of this type of personnel report are: Budget managers, CFOs, analysts, department heads.

Other Personnel Reports Often Used in Conjunction with Detailed Payroll Budget Reports

Progressive Budgeting & FP&A departments sometimes use several different Detailed Payroll Budget Reports, along with financial statements with summary budgets, actual payroll reports, staffing plans, budget dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data for competitors typically comes from management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples