What's covered in this guide?
Access payroll reports
Navigate to Reports → Payroll
Reports are organized by category
Use the search bar to find reports
Access reports from a pay run
Navigate to Payroll → Run Payroll
Select a pay run
Click Reports dropdown
Choose:
Pay Stubs — Download pay stubs for all employee
Employee Summary — View earnings and tax totals
Activity Detail — View detailed payment breakdowns
Cumulative Journal Report — View journal debits and credits
The report opens with filters pre-set to that pay run.
Report features
Workforce reports have a number of features to make it easy to get the exact data you want.
Report switcher
Use the report switcher at the top of any report to quickly switch between reports.
Reports are grouped by category and include payroll + workforce reports.
Report filters
Many reports have filters at the top of the page. They apply instantly and include options like date, pay group, teams, and individual employees.
Column Customization
Click Columns to show/hide fields. Useful for focusing on:
Earnings only
Net pay
Specific deductions
Selections persist while on the report.
Sorting and Grouping
Click a column header to sort (click again to reverse).
Common grouping options include:
Default Team
Location
Team
Employee
Grouped reports show:
Section headers
Subtotals
Grand totals (footer)
Save a custom report
Configure filters + columns
Click Actions → Save Report
Enter name + description
Click Save
Saved reports appear in My Reports and can be pinned.
Export reports
Export as CSV → spreadsheets
Export as PDF → formatted reports
Exports respect filters + columns.
Available payroll reports
A detailed breakdown of employee payments for a particular pay run. Each row shows an employee's earnings, deductions, contributions, garnishments, taxes, and net pay.
The report dynamically generates columns based on your organization's configured earnings rates, time off types, deduction types, and contribution types — so you will see individual columns for each (showing both quantity and dollar amount for earnings and time off).
This report is useful for:
Reviewing detailed pay run data before or after posting
Auditing earnings rates and deduction amounts per employee
Comparing gross pay, taxes, and net pay across your workforce
Exporting detailed payroll data for external analysis
The Group By filter lets you organize rows by Default Team, Location, Team, or Employee, with subtotal rows for each group. The In Cycle Status filter lets you isolate in-cycle or out-of-cycle pay runs.
A high-level view of total earnings, employee taxes, employer taxes, and net pay for each employee over a selected date range. Tax columns include federal income tax (FIT), state income tax (SIT), Social Security, Medicare, state disability (SDI), FUTA, state unemployment (SUI), employment training tax (ETT), and others — broken out separately for the employee side (EE) and employer side (ER).
This report is useful for:
Reviewing overall payroll cost and tax liability by employee
Reconciling tax withholdings across pay periods
Preparing summary payroll data for external reporting
The Show Empty Columns toggle lets you choose whether to display tax columns that have no data for the selected period. By default, empty columns are hidden for a cleaner view.
A summary of employee retirement plan deductions and employer contributions alongside detailed employee personal and employment information — including name, SSN, date of birth, address, contact details, employment dates, hours worked, and total compensation.
The report dynamically generates columns for each retirement deduction and contribution type configured in your payroll settings, covering 401(k), Roth 401(k), Starter 401(k), 403(b), 457, SIMPLE IRA, and their Roth variants.
This report is useful for:
Submitting contribution data to your retirement plan administrator
Reconciling employee deductions and employer contributions
Exporting employee details with contribution amounts for compliance or auditing
Shows how time off balances changed over a selected date range. For each employee and time off type, the report displays the starting balance, hours taken, the dollar cost of time off taken, hours accrued, the dollar cost of accruals, and the finishing balance.
This report is useful for:
Tracking time off activity across pay periods
Understanding time off liability costs
Reconciling time off balances with payroll records
The Time Off Types filter lets you select which specific time off types to include.
A snapshot of each employee's current time off balances right now. Shows the opening balance, total accrued, total taken, current balance, and current liability (the dollar value of the balance based on the employee's current pay rate) for each time off type.
This report is useful for:
Viewing current time off balances for all employees at a glance
Understanding your organization's total time off liability
Exporting balance data for financial reporting
Unlike the Employee Time Off Report, this report does not have a date range filter — it always shows the current state of balances.
A line-by-line breakdown of the journal entries generated by payroll. Each pay stub line item — earnings, deductions, taxes, time off, and contributions — is shown as a separate row with its debit account, debit code, credit account, credit code, and amount.
This report is useful for:
Reconciling payroll journal entries with your general ledger
Verifying that pay stub line items are mapped to the correct accounts
Analyzing payroll costs by tracking category (if tracking categories are configured, they appear as additional columns)
An aggregated summary of journal debits and credits across all employees for a selected period. Instead of showing individual pay stub lines, it rolls up all transactions by account and displays the total debit or credit for each. Debits are listed first (largest to smallest), followed by credits.
This report is useful for:
Posting a single summary journal entry to your accounting system
Reviewing total payroll costs by account at a glance
This report only includes data from posted pay runs.
Compares the cost calculated on timesheets against the actual earnings on each employee's pay stub, and shows the variance.
A positive variance means the pay stub cost was higher than the timesheet cost
A negative variance means the pay stub cost was lower
Salaried employees without timesheets show N/A for timesheet cost
Hourly employees without timesheets show $0.00
This report is useful for:
Catching discrepancies between timesheet calculations and actual pay
Identifying manual adjustments or overrides that may need review
Runs a comprehensive set of compliance and data quality checks across your entire workforce. Each issue found is shown with the employee name, check type, severity, and a description of the error. Checks are organized into four categories: Account, Employee, Time & Attendance, and Payroll.
Each check has a configurable severity level — Blocking, Warning, or Disabled — which you can adjust by clicking the Configure Checks button on the report.
Each error row includes a Fix issue link that takes you directly to the relevant page to resolve the problem.
This report is useful for:
Running a full pre-payroll audit to catch issues before processing
Ensuring all employees have complete tax, banking, and employment details
Tracking compliance across your workforce over time
Lets you select up to 10 specific checks to run across your workforce, rather than running every check at once. You can pick checks individually or use a Quick Start Template to load a pre-built set.
The Payroll Readiness template verifies that critical employee information is in place before running payroll:
I-9, SSN, and contractor TIN present
Federal and state withholding certificates present
ACH bank details present
Date of birth and address entered
Federal and state withholding certificates not marked exempt
The Time & Attendance template checks timesheet status, unapproved time off, and shift completeness.
This report is useful for:
Focusing on a specific compliance area before payroll
Running targeted checks when onboarding new employees
Verifying readiness without the noise of a full validation run