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Common reports — Payroll report

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Overview

The BI dashboard 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 the detailed version of the report you can view:

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

In this article

  1. Permissions
  2. Report layout
    1. Payroll Report
    2. Payroll Details
  3. Accessing the payroll report
  4. Payroll report definitions & notes

This helps you understand where company resources are allocated and identify areas for improvement. Additionally, the payroll report ensures 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_report_new_unfin .jpg

 

Note

Payroll Report is a refresh1 BI report.

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.

Report layout

The Payroll report consists of two tabs:

  1. Payroll Report
  2. Payroll Details.

Using the Payroll Report tab

To generate a report on this tab:

  1. Select one or more users in the Person filter.
  2. Select a range in the Date filter, e.g. "Last 3 Month(s)".
  3. Upper grid: View aggregate data per user in the following columns: Regular Hours, Overtime, Absence (paid), Absence (unpaid).
  4. Lower grid: View time logs per user at various levels using drill controls (see image on the right).

Payroll_report_drill_controls_BV_color.jpg

Number1_BV color.png Drill up;
Number2_BV color.png Drill down;
Number3_BV color.png Next level;
Number4_BV color.png Expand all down one level

Using the Payroll Details tab

To generate a report on this tab:

  1. Select a user in the Person filter. No multiple selection is available.
  2. Select a range in the Date filter, e.g. "Last 3 Month(s)".
  3. Upper grid: View aggregate data of the selected user in the following columns: Regular Hours, Overtime, Absence (paid), Absence (unpaid).
  4. Lower grid: View detailed data for the above types of hours for the selected user at various levels using drill controls (see image above).

Accessing the payroll report

To generate a payroll report:

  1. Click through BI dashboards > Common > 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 report period in the date filters.
  4. To export a snapshot of the report to a PDF file, click Export snapshot to PDF (in the top right corner).

Payroll report definitions & notes

  • 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 - overtime is calculated full week-wise only - to see overtime hours the date filter or drill selector must be set to full weeks, based on the "work week" setting, in the Admin settings area. See, below, for more info on workweek.
  • Workweek - the workweek 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 workweek starts on.
 
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