Reports

    The Payroll Report displays total hours worked by pay code for employees and departments in your account. You can easily view data for current and previous pay periods using the date range picker and filter data by customizing your report. To run the Payroll Report, follow these steps:

    1. Click the Reports tab on the main menu.

    2. Click the Payroll Report.
       
    3. By default, the report will show all active employees that have hours for the current pay period.

    4. The following data is available: 
      • Employee Name
      • Hours by Pay Codes REG (regular), OT1 (overtime 1), OT2 (overtime 2), VAC (vacation), HOL (holiday), SIC (sick), OTH (other)
      • Total Hours By Employee
      • Grand Total Hours by Pay Codes

    5. You can also see the hours broken down for an employee by departments. To do this simply click on the employee row and the data will expand.

    6. The following data is available on expanding:
      • Name of the department the employee has worked in
      • Hours By Pay Codes (for each department)
      • Total Hours (for each department)

    7. You can use the date picker to navigate pay periods or custom date ranges.
      • To view a specific pay period, click the date range in the date picker.
      • Then, select the pay period that you'd like to view by clicking the pay period from the list on the left, or clicking a date that falls in your desired pay period in the calendar tool.



      • You can also view a custom date range, by clicking the 'Range' toggle.
      • Within the 'Range' toggle, you can click different 'quick' selections, enter the last 'X' amount of days that you want to view, or click a start and end date in the calendar to view custom dates.

    Customizing Your Report

    1. Click the Customize Report button located at the top right corner.



    1. You can List your report by Employee or Department. This is will change how the data is grouped.
      • By default, your report is listed by employee. The report will list total hours by pay code by employee. See below for available data.
      • If you choose to list your report by department, the following data is available:
        • Department Name
        • Hours by Pay Codes (REG (regular), OT1 (overtime 1), OT2 (overtime 2), VAC (vacation), HOL (holiday), SIC (sick), OTH (other))
        • Total Hours By Department
        • Grand Total Hours by Pay Codes
      • If you choose to list your report by department, the following data is available on expand:
        • Name of employees that have worked in that department
        • Hours By Pay Codes (for each employee)
        • Total Hours (for each employee)

    2. You can View your report by Total Hours or Gross Pay
      • By default, total hours is selected
      • You can also view total hours by gross pay
        • An employee must have their hourly rate entered in order to view total hours in gross pay

    3. You can filter your report by Employees. You can view the Payroll Report for all employees or select specific employees. By default, all employees are selected.

    4. You can filter your reports by Departments. You can view the Payroll Report for all departments, or select specific departments. By default, all departments are selected.

    5. After you have customized the report to your needs, click Apply to view the report.

    6. Clicking Reset Filters will revert all the filters to defaults.

    7. Clicking Cancel will take you back to the report and any customization you made will be lost.



    Utilities

    You can also choose one of the following actions located on the top right corner of your report:

    Print — Displays a clear view of the data, preferable for printing.

    Email — Allows you to email the data.

    Export — Allows you to export the data as a CSV file ready for editing in a spreadsheet program.

    The Punch Report allows you to see punch data for all employees in the client account. The Punch Report allows you to easily see when and how your employees have punched and will include details specific to employee punches such as punch date, time, method, and more. Use the date range picker to view the report by a specific date range. To run the Punch Report follow these steps:

    1. Log in to your client account and locate the Reports tab from the side navigation bar.

    2. Click Punch Report.

    3. By default, the report shows all punch data for the current pay period.

    4. The following data are available (fields denoted by * can be sorted):
      • First Name*
      • Last Name *
      • Date* (of the punch)
      • Department Name*
      • Punch Type*
      • In/Out Times
      • Punch Method (located below in/out times)
      • Total Hours (for the punch)

    5. Data can be exported as a CSV by clicking the export icon (to the right of the Customize Report button) located on the top right corner of the report.

    6. Click on Pay Period in the grey header to find punches by date.

      

    Customizing Your Report

    1. To customize your report, click the Customize Report button located at the top right corner.

    2. You can customize the Minute Format of your report. This is will change how the minute shows for total hours. By default, the minute format is standard.

    3. You can filter your report by Punch Method. By default, all punch methods are selected.
      • Time Clock: All punches generated from a time clock.
      • Web: All punches generated from a browser.
      • Smartphone: All punches from a smartphone.
      • Manual: All punches manually entered into a time card.

    4. You can filter your report by Punch Type. By default, all punch types are selected.
      • In/Out
      • Rest
      • Meal
      • Missing

    5. You can filter your report by Employees. You can view the punch report for all employees or select specific employees. By default, all active employees are selected.

    6. You can filter your reports by Departments. You can view punch reports for all departments, or select specific departments. By default, all active departments are selected.

    7. After you have customized your report, click Apply to view the report.

    8. Clicking Reset Filters will revert all the filters to defaults.

    9. Clicking Cancel will take you back to the report and any customization you made will be lost.