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Payroll report

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Birdview Support
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Overview

A payroll report allows you to manage and present information related to payroll and time utilization. Your accounting team can accurately track and monitor employee hours to ensure everyone is paid correctly.

With payroll reports, you can calculate:

  • Regular hours,
  • Overtime hours,
  • Absence (paid/unpaid) hours for vacations and holidays.

This accuracy helps in understanding where company resources are allocated and identifying areas for improvement. Additionally, payroll reports ensure that you know exactly how much to pay your team members and prevent any discrepancies. You can easily export the payroll report to a .csv format for uploading to your accounting software. The report also allows you to view individual team member hours in a clear, user-friendly interface.

Here's how a sample report looks like:

Payroll.png

Permissions

The following permissions are required for a user to view the payroll common report:

  • Access all projects
  • View time entries in both project member and non-project member default permissions.

Generating payroll report

To generate a payroll report:

  1. Click through Reports > Common tab > Payroll report.
  2. Select the user whose data you would like to pull. If needed, use a filter to sort out the list of users.
  3. Select a date range from four preset options or specify a from-to range manually.
  4. Click Apply.
  5. To export the report, click Export > Export to Excel.

Payroll report entities

  • Public holidays - when a user has logged time against a task, on "workdays" both before and after a public holiday (listed in the Company schedule area), then the payroll report will show that public holiday listed as a "paid" absence.
  • Public holidays extra info - if the user does not have time logged as outlined, above, but is eligible to be paid for that public holiday, then he/she or their pm should add the day to his/her vacation calendar as a paid holiday.
  • Overtime note - overtimes is calculated on full weeks, only - to see overtime hours the date filter Must be set to full weeks, based on the "work week" setting, in the Admin settings area. See, below, for more info on work week.
  • Work week - the work week can start on any day of the week, but default is Monday. To change, go to Settings and Payroll report link to set the day of the week your work week starts on.

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