Guided Learning Share Plans

• Open Employer Reports within miraqle

• Choose a relevant plan type and report

• Complete the criteria required for the selected report

• Build a tailored discretionary Excel report

• Generate a defined SAYE or SIP CSV output

• Review and handle generated information securely

I need a defined share plan report to support payroll, reward, reconciliation or internal reporting and want to make sure I select the correct criteria and output.

Employer Reports create structured outputs using criteria that vary by plan type and report. Discretionary reports generate tailored Excel files, while SAYE and SIP reports generate predefined CSV outputs.