Data Files samples / HR, payroll and timesheets
Wrenmoor Garden Centre
Staff, contracts, holidays, absence, timesheets, pay runs and payslips for a business with employees.
How the tables are related
A line runs from a field that points at another table's record to that table. Data Files keeps a record from pointing at one that is not there, and a query with both tables joins them by it.
- Employees.Department points at Departments
- Employees.Manager points at Employees
- Pay Changes.Employee points at Employees
- Documents Held.Employee points at Employees
- Documents Held.Checked By points at Employees
- Holiday Allowances.Employee points at Employees
- Absences.Employee points at Employees
- Absences.Allowance points at Holiday Allowances
- Absences.Decided By points at Employees
- Pay Runs.Pay Year points at Pay Years
- Timesheets.Employee points at Employees
- Timesheets.Approved By points at Employees
- Timesheets.Pay Run points at Pay Runs
- Timesheet Lines.Timesheet points at Timesheets
- Payslips.Pay Run points at Pay Runs
- Payslips.Employee points at Employees
- Payslip Lines.Payslip points at Payslips
- Annual Summaries.Pay Year points at Pay Years
- Annual Summaries.Employee points at Employees
- Annual Summary Lines.Annual Summary points at Annual Summaries
Start Here
The guide to this database: the everyday tasks a step at a time, each step saying which table, form, query, report or print template to open. Open its report, Start Here, to read or print it. Delete the table when you no longer need it; nothing else uses it. (44 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Order | Whole number | The order the steps are read in. |
| Task | Short text, required | The everyday task the step belongs to. |
| Step | Whole number | The step's number within its task. |
| What To Do | Long text | What to open and what to do there. |
Business
The business's own details, in one record. Every document it prints, an invoice, a receipt, a statement or a letter, takes its name, address and payment details from here, so they are changed in one place. (1 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Name | Short text, required | The name printed at the top of every document. |
| Address | Short text | The street address. |
| City | Short text | The town or city. |
| Postcode | Short text | The postcode or ZIP code. |
| Country | Short text | The country. |
| Phone | Short text | The phone number customers call. |
| Short text | The address customers write to. | |
| Website | Short text | The website, if there is one. |
| Tax Number | Short text | The VAT or sales tax registration number, printed on invoices. The sample has a placeholder. |
| Company Number | Short text | The registered company number, where the business is a company. The sample has a placeholder. |
| Bank Details | Short text | Where customers pay by transfer: the bank, account name and number. The sample has a placeholder. |
| Payment Terms | Short text | The words printed under an invoice's total, such as "Payment within 30 days". |
| Tax Rate | Number | The usual rate of VAT or sales tax as a fraction: 0.2 is twenty percent. Lines may carry a rate of their own. |
| Currency | Short text | The currency the business trades in, as its three-letter code. |
| Document Footer | Long text | A line or two at the foot of every document: thanks, opening hours, returns policy. |
Departments
The parts of the business people work in. Payroll cost and overtime are added up by department. (3 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Name | Short text, required, unique | The department's name. Each name is used once. |
| Code | Short text, unique | A short code, such as CAF, for a cost centre in your accounts. Each code is used once. |
| Notes | Short text | What the department does, or anything worth knowing about it. |
Employees
One record for each person who works for you, or has done, or is about to start. The pay fields hold the terms they are on now; Pay Changes keeps the history. (32 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Employee No | Short text, required, unique | Your own number for the person, printed on payslips and timesheets: EMP-0103. Each number is used once. It is not any government number. |
| First Name | Short text | Their first name. |
| Last Name | Short text, required | Their family name. |
| Job Title | Short text | Their job now. |
| Department | Points at Departments | The department they work in. |
| Manager | Points at Employees | The person they report to, who approves their timesheets and leave. |
| Start Date | Date | Their first day. A date ahead is someone about to start. |
| Leave Date | Date | Their last day; empty while they still work for you. |
| Leaving Reason | Short text | Why they left, in a few plain words. |
| Date of Birth | Date | Used for the birthdays list, and where pay or pension depends on age. |
| Address | Short text | Their home street address, for letters and the annual pay summary. |
| City | Short text | Their town or city. |
| Postcode | Short text | Their postcode or ZIP code. |
| Phone | Short text | Their own phone number. |
| Short text | Their work e-mail address. | |
| Pay Type | Short text | Hourly (paid for the hours on their timesheets) or Salaried (paid a yearly salary in twelve parts). |
| Hourly Rate | Currency | What one normal hour pays, for someone paid by the hour. Overtime is one and a half times this. |
| Annual Salary | Currency | The salary for a year, for someone salaried. For a part-timer it is the salary for their hours, not the full-time figure. |
| Hours per Week | Number | The hours in their contract each week. Hours above this on a timesheet are overtime. |
| Days per Week | Number | How many days a week they work, which sets their share of holiday. |
| Pay Frequency | Short text | How often they are paid: Monthly in the sample, or Weekly where you pay by the week. |
| Holiday Days | Number | The holiday a year in their contract, in days, for the days they work. Each year's Holiday Allowances record starts from it. |
| Notice Weeks | Whole number | The notice in weeks either side must give after the trial period. |
| Tax Code | Short text | The code or reference your tax office gives for the person, printed on payslips. Left empty in the sample. |
| Bank Code | Short text | The sort code, routing number or branch code of their bank account. The sample has noughts. |
| Account Number | Short text | Their bank account number. The sample has noughts. |
| Emergency Contact | Short text | Who to call if they are taken ill or hurt at work. |
| Emergency Relationship | Short text | Who that person is to them: partner, mother, friend. |
| Emergency Phone | Short text | The emergency contact's phone number. |
| Notes | Long text | Anything else worth keeping: a fixed-term contract, an agreed change to their days. |
Pay Changes
The history of each person's job and pay: when they joined, each yearly pay review, a promotion, a change of hours. The newest record for a person is what Employees shows now. (181 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Employee | Points at Employees, required | Whose job or pay changed. |
| Effective From | Date | The first day the new terms apply. |
| Reason | Short text | Joined, Annual review, Promotion or Change of hours. |
| Job Title | Short text | Their job from that day. |
| Pay Type | Short text | Hourly or Salaried from that day. |
| Hourly Rate | Currency | The hourly rate from that day, for someone paid by the hour. |
| Annual Salary | Currency | The yearly salary from that day, for someone salaried. |
| Hours per Week | Number | The weekly hours from that day. |
| Days per Week | Number | The days a week from that day. |
| Notes | Short text | Anything said about the change, such as who agreed it. |
Documents Held
The papers and checks kept for each person: the signed contract, the check that they may work for you, the starter form with their bank and emergency details, and letters that changed their terms. A record with no Completed On is still to be done. (99 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Employee | Points at Employees, required | Whose document it is. |
| Document | Short text, required | Employment contract, Right to work check, Starter form or Contract change letter. |
| Reference | Short text | Your own file reference for it: HR-0103-2. Never a passport, visa or identity number. |
| Issued On | Date | The day it was given to the person, or the check was asked for. |
| Completed On | Date | The day it came back signed, or the check was done; empty until then. |
| Checked By | Points at Employees | Who did the check or filed the document. |
| Expires On | Date | For a right to work that runs out: the day it must be checked again. Empty when it does not run out. |
| Notes | Short text | Anything worth knowing about it. |
Holiday Allowances
Each person's holiday for each holiday year: what they may take, what they brought from last year, and what is booked. The sample's holiday year runs from 1 January to 31 December. (55 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Employee | Points at Employees, required | Whose allowance it is. |
| Reference | Short text | How the record is known in lists, such as on the Absences form: the person's name and the year. |
| Holiday Year | Short text | The year it is for: 2026. |
| Year Starts | Date | The first day of the holiday year. |
| Year Ends | Date | The last day of the holiday year. |
| Days per Week | Number | The days a week they worked when the allowance was set. |
| Full-time Days | Number | The allowance for someone working five days a week for the whole year. |
| Allowance | Number | Their own allowance in days: the full-time days for their days a week, and for the part of the year they work if they joined or left during it, rounded up to a half day. |
| Carried Over | Number | Unused days brought from last year, up to five. |
| Days Booked | Number | Approved holiday in the year, taken or still to come. Add a request's days when you approve it. |
| Notes | Short text | How it was worked out, or what was paid for untaken days when someone left. |
Absences
Every day someone is away from work: holiday, sickness, appointments, compassionate leave and unpaid leave. Holiday and unpaid leave are asked for ahead and decided by the manager; sickness is recorded when it happens. (490 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Number | Short text, unique | The absence's number, given in date order and once only: LV-2026-0042, a new run each year. |
| Employee | Points at Employees, required | Who is away. |
| Kind | Short text | Holiday, Sickness, Appointment, Compassionate leave or Unpaid leave. |
| Allowance | Points at Holiday Allowances | For holiday, the person's Holiday Allowances record for the year it comes out of. Empty for other kinds. |
| Starts | Date | The first day away. |
| Ends | Date | The last day away (for sickness still going on, the day they expect to be back at work, less one). |
| Days | Number | The working days it covers, on the person's own working days. A half day is 0.5. |
| Reason | Short text | A few plain words, kept general: "Cold or flu", "Family matter". Medical details do not belong here. |
| Status | Short text | Requested (waiting for a decision), Approved, Declined, or Recorded for sickness and compassionate leave. |
| Requested On | Date | The day it was asked for, or the day sickness was reported. |
| Decided By | Points at Employees | The manager who approved or declined it, or recorded it. |
| Decided On | Date | The day it was decided or recorded. |
| Paid | Yes/No | Ticked when the days are paid: holiday, sickness, appointments and compassionate leave in the sample. Unpaid leave is not. |
| Notes | Short text | Anything else, such as a handover arranged. |
Pay Years
The years pay is added up in, for the year-to-date figures and the annual pay summary. A payslip belongs to the pay year its pay date falls in. The sample uses the calendar year; set your own dates where your tax year differs. (2 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Name | Short text, required, unique | The year's name: 2026. |
| Starts | Date | The first day of the pay year. |
| Ends | Date | The last day of the pay year. |
| Notes | Short text | Anything worth knowing about the year. |
Pay Runs
Each time pay is worked out and paid: once a month in the sample, with a payslip for each person. A salary is paid for the run's own month; hours are paid a month behind, for the weeks that ended in the month before. (22 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Number | Short text, unique | The run's number: PAY-2026-M10 for October 2026. A weekly run would be PAY-2026-W14. |
| Pay Year | Points at Pay Years, required | The pay year its pay date falls in. |
| Frequency | Short text | Monthly, or Weekly for a weekly run. |
| Period | Short text | The period in words: October 2026. |
| Period Starts | Date | The first day of the month the salaries cover. |
| Period Ends | Date | The last day of that month. |
| Pay Date | Date | The day the money reaches people's accounts: the last working day of the month. |
| Status | Short text | Open while it is being prepared, Paid once the money has gone. |
| Notes | Short text | Anything worth knowing about the run. |
Timesheets
One for each person paid by the hour, for each week they worked, with a line for each day. The person hands it in when their week is done and their manager approves it, in time for the month's pay run. (1,527 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Number | Short text, unique | The timesheet's number, given in date order: TS-2026-0042, a new run each year. |
| Employee | Points at Employees, required | Whose hours they are. |
| Week Commencing | Date | The Monday the week starts on. |
| Contract Hours | Number | Their contract hours for that week, kept here so a later change of hours does not alter it. |
| Total Hours | Number | All the hours worked in the week: the lines added up. |
| Overtime Hours | Number | The hours worked above the contract hours for the week. |
| Status | Short text | Submitted (waiting for the manager) or Approved. |
| Submitted On | Date | The day the person handed it in. |
| Approved By | Points at Employees | The manager who approved it. |
| Approved On | Date | The day it was approved. |
| Pay Run | Points at Pay Runs | The pay run it was paid in: the run at the end of the month after the week ended. Empty until then. |
| Notes | Short text | Anything said about the week. |
Timesheet Lines
One line for each day worked in a week. (5,588 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Timesheet | Points at Timesheets, required | The timesheet the day belongs to. |
| Date | Date | The day worked. |
| Day | Short text | The day of the week, as it reads on the printed timesheet. |
| Start | Short text | The time they started, on the 24-hour clock: 08:30. |
| End | Short text | The time they finished: 17:00. |
| Break Minutes | Whole number | The unpaid break taken, in minutes. |
| Hours | Number | The hours worked that day: finish less start less the break. |
| Overtime | Number | The part of the day's hours that took the week above the contract hours. |
| Note | Short text | Why a day was different: stayed late, an extra shift, a half day off. |
Deduction Rates
The rates the business uses to work out what is taken from pay, and what it pays on top as the employer. You fill these in yourself. The tax, social insurance and pension rates in this sample are invented examples, named "(example rate)". They are not the rules of any country. Before paying anyone, replace them in Deduction Rates with your own country's current rules or your payroll provider's figures. (7 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Name | Short text, required | The deduction as it is printed on the payslip. |
| Paid By | Short text | Employee (taken from pay and shown on the payslip) or Employer (paid by the business on top of pay). |
| Percent | Number | The rate as a percentage of pay above the threshold: 18 is eighteen percent. Empty for a fixed amount. |
| Fixed Amount | Currency | A set amount a year, shared equally across the pay periods: 52 a year is 1.00 a week or 4.33 a month. Empty for a percentage. |
| Threshold | Currency | The yearly pay below which nothing is taken, shared across the pay periods the same way. Empty or 0 for none. |
| Applies From | Date | The first pay date the rate is used for. |
| Applies To | Date | The last pay date it is used for; empty while it is still in force. When a rate changes, end the old record and add a new one. |
| Print Order | Whole number | Where the deduction comes on the payslip, lowest first. |
| Notes | Short text | Where the figure comes from; in the sample, that it is an invented example. |
Payslips
One for each person in each pay run, with its lines. The money figures are stored as they were paid, so a later change of rate never alters an old payslip. (511 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Number | Short text, unique | The payslip's number, given in pay date order: PS-2026-0042, a new run each pay year. |
| Pay Run | Points at Pay Runs, required | The pay run it belongs to. |
| Employee | Points at Employees, required | Who is paid. |
| Tax Code | Short text | The tax code used for this payslip, from the person's record. Left empty in the sample. |
| Hours From | Date | For someone paid by the hour, the Monday of the first week paid. |
| Hours To | Date | For someone paid by the hour, the Sunday of the last week paid. |
| Hours Paid | Number | The hours paid, for someone paid by the hour: worked, overtime and paid absence. |
| Gross | Currency | All the pay before deductions: the payment lines added up. |
| Deductions | Currency | Everything taken from pay: the deduction lines added up. |
| Net | Currency | What reaches the person's bank account: gross less deductions. |
| Employer Costs | Currency | What the business pays on top of gross pay, from the employer rates. |
| Gross to Date | Currency | Gross pay in the pay year so far, this payslip included. |
| Deductions to Date | Currency | Deductions in the pay year so far. |
| Net to Date | Currency | Net pay in the pay year so far. |
Payslip Lines
The lines of each payslip: the payments first (basic pay, overtime, holiday pay, sick pay), then each deduction. (2,540 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Payslip | Points at Payslips, required | The payslip the line belongs to. |
| Line | Whole number | Its place on the payslip, from 1. |
| Kind | Short text | Payment or Deduction. |
| Item | Short text | What the line is, as printed: Basic pay, Overtime, Holiday pay, or for a deduction the name of the Deduction Rates record it was worked out from. |
| Hours | Number | For hourly pay, the hours paid on the line. |
| Rate | Currency | For hourly pay, the rate per hour on the line; overtime is at one and a half times. |
| Amount | Currency | The line's amount, rounded to the penny. |
| Year to Date | Currency | The same item added up over the pay year so far, this payslip included. |
Annual Summaries
An end-of-year summary of pay for each person paid in a pay year, issued when the year closes. Last year's are in the sample; this year's are made after its last pay run. (26 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Number | Short text, unique | The summary's number: APS-2025-0012. |
| Pay Year | Points at Pay Years, required | The pay year it covers. |
| Employee | Points at Employees, required | Whose pay it is. |
| Tax Code | Short text | The tax code at the year end. Left empty in the sample. |
| Issued On | Date | The day it was given to the person. |
| Payslip Count | Whole number | How many payslips they had in the year. |
| Gross Pay | Currency | All pay in the year before deductions. |
| Deductions | Currency | Everything deducted in the year. |
| Net Pay | Currency | What they received in the year. |
| Employer Costs | Currency | What the business paid on top in the year. |
| Notes | Short text | Anything worth knowing, such as that they left during the year. |
Annual Summary Lines
The lines of each annual summary: each kind of pay and each deduction, added up for the year. (167 records in the sample.)
| Field | Type | What it holds |
|---|---|---|
| ID | AutoNumber | The number Data Files gives each record. Other tables point at a record by it. |
| Annual Summary | Points at Annual Summaries, required | The summary the line belongs to. |
| Line | Whole number | Its place on the summary, from 1. |
| Kind | Short text | Payment or Deduction. |
| Item | Short text | The kind of pay or the deduction's name. |
| Amount | Currency | The total for the year. |