Skip to main content

View your pay summary in Access Evo Navigator

Employees can view a quick overview of their pay information, year-to-date figures, pension contributions, and recent payment history directly from Access Evo Navigator.

Written by James Pardy
Updated this week

The My Pay Summary quick section is a dashboard widget in Access Evo Navigator that gives employees instant access to their key pay information in one place. It displays the latest payslip, rate of pay, next pay date, year-to-date figures, pension contributions, and a chart of recent payments. This is a read-only view β€” no changes can be made through this quick section.

This feature is available to all clients.


Access the My Pay Summary quick section

  1. Log in to Access Evo Navigator.

  2. From the Navigator tab, select the My Pay Summary quick section.

  3. The My Pay Summary dashboard widget opens, displaying a quick overview of your pay information.


What the My Pay Summary shows

The My Pay Summary is divided into the following sections:

Section

Description

Latest Payslip

Displays your most recent net pay amount, payslip date, and payment date, along with Gross pay and Expenses Recouped. Select the arrow to open the full payslip in the My Payslip Viewer.

Rate of Pay

Displays your current salary or rate of pay per annum, your pay frequency (e.g., Monthly), Full Time Equivalent (FTE), and Tax Code.

Next Pay Date

Displays the date of your next scheduled payment. Shows Not yet scheduled if no future payment date is available.

Year to Date

Displays cumulative figures for the current tax year: Gross Pay YTD, Tax Paid YTD, NI Contributions YTD, and Net Pay YTD.

Pension Contributions

Displays the Employee and Employer pension contribution percentage, current period amount, and YTD total. Shows the active pension scheme name, or None if no scheme is active. Select the arrow to open the My Pension quick action.

Most Recent Payments

A bar chart showing up to six recent payments. Each bar is split into net pay (teal) and total deductions (red), with the payment amount and date shown. When values are hidden, amounts display as dots and deductions are labelled Total Deductions: Hidden.

Select Show Details in the top right to reveal monetary values, which are hidden by default. Select Hide Details to mask them again.


Navigating from My Pay Summary

  1. Select the arrow on the Latest Payslip card to open the full payslip in the My Payslip Viewer, where you can also access payslip history and download PDFs.

  2. Select the arrow on the Pension Contributions card to open the My Pension quick action and view full pension scheme details.

  3. Both linked quick actions open in the same right panel. Use the browser back navigation or close button to return to the My Pay Summary view.

Pay summary data is retrieved in real time from XD Payroll and is scoped to the employee's own record only. This is a read-only view - no changes can be made through this quick section.

πŸ“ŒNote: If any pay figures appear incorrect, contact your payroll administrator. The Year to Date section reflects figures for the current tax year. The Most Recent Payments chart shows up to six recent pay periods.


Menu options required

Option 1 β€” Navigator Configuration screen

From the Navigator Configuration screen, locate My Pay Summary in the Menu Options list and select Enable. To access Navigator Configuration:

  1. From the Administrator Dashboard, select Site Manager.

  2. Select Open next to Navigator Configuration.

  3. Select the Menu Options Configuration tab.

  4. Locate My Pay Summary in the list and select Enable.

Option 2 β€” Menu profile

Add the following menu options manually to your menu profile.

Menu Option

System

β€’ NAVIGATOR β€” MY PAY SUMMARY

Parent Link

β€’ WS_PAYSUMMARY_MENU.GET_PAY_SUMMARY

β€’ WS_PAYSLIP_MENU.GET_CURRENT_PAYSLIP

β€’ WS_PENSION_MENU.GET_PENSION_DETAILS

β€’ WS_REFDATA_MENU.GET_BYTYPE_TYPE

Webservice

πŸ“ŒNote: Ensure the user's security profile includes the Navigator - My Pay Summary menu profile. As the Parent Link, enabling this will enable all other webservices required for this quick section.

Did this answer your question?