Payroll and people reports

In Reports, the Payroll, People, Benefits and Time Off groups hold reports about your team and your payroll. Company Admins and HR Admins see them, and Bookkeepers see the Payroll Journal. Most of them appear once payroll is set up. For how to choose a period, filter, and export a report, see All reports.

Payroll

Report	What it shows
Payroll Journal	Payroll transactions by employee, including earnings, deductions and taxes. Rows are grouped by Payday, with each payroll’s Payroll schedule, Start and End dates, totals such as gross pay, net pay and employee and employer taxes, and a column for each earning, deduction and tax. Some columns start hidden; show them from Display
Workers Comp Audit Report	Each employee’s gross wages, employee taxes and employer taxes over the period, with a column for each tax, for a workers’ compensation audit

Both reports have a date range picker.

People

Report	What it shows
Employee List	Every employee and their details, such as Department, Job title, Start date, Termination date, Manager, Pay schedule, Payment method and Work location, plus contact and personal details. Some sensitive columns, such as SSN, may start hidden. Export includes only the columns you’re showing
Dependents	Your employees and their dependents
Terminations	Everyone who has left, with their Department, Title, Start date, Termination date, Tenure, Termination type and Termination reason. It has a date range picker
Equity Grants	Stock grants issued to employees, including vesting progress and strike price

Terminations and Equity Grants may not be available for your company yet.

Benefits

Financial Benefits shows how much of the remaining balance at the end of the year will go back to the company. Each row is a transaction, with the Employee, Benefit, Date, Direction, Summary, amount and balance. It appears if your company offers financial benefits.

Time Off

These reports appear once your company uses time off and has active policies.

Report	What it shows
Time Off Balances	Each employee’s Accrued, Used, Adjustments and Remaining hours by policy, with a Totals row. It starts from the beginning of the year to today, and the subtitle shows the date the balance is as of. Unlimited policies show Unlimited
PTO Liability	The company’s total accrued PTO liability in dollars: each employee’s Remaining Balance multiplied by their Effective Hourly Rate. A Total PTO Liability card sits above the table

On PTO Liability, use the As of filter to pick the date, and Status > Include terminated to include people who’ve left. Rows for employees with no compensation record, or on a contractor pay frequency, are left out of the total. Unlimited policies aren’t included.

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Payroll

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​Payroll

​People

​Benefits

​Time Off

Payroll

People

Benefits

Time Off