Payroll and people reports

Open and export the payroll, people, benefits and time off reports, from Payroll Journal to PTO Liability

Tools → Reports opens All Reports, where the Payroll, People, Benefits and Time Off groups hold the reports on this page. After your company finishes onboarding, Company Admins and HR Admins can open every report here, and a Bookkeeper alone can open only Payroll Journal.

Every turns on Terminations and Equity Grants company by company. If you don’t see them, email [e-mail] to ask about them.

When each report is listed

A report is listed only when your role can open it and your company meets its condition.

Report	Your company needs
Payroll Journal, Workers Comp Audit Report, Employee List, Dependents and Terminations	Payroll turned on, plus finished payroll onboarding or at least one payroll run
Equity Grants	No other condition
Financial Benefits	Financial benefits turned on
Time Off Balances	Time Off turned on, plus at least one active time off policy
PTO Liability	Time Off turned on, plus at least one active time off policy that isn’t unlimited

Payroll

Report	What it shows
Payroll Journal	A row for each employee in each completed payroll run with a pay date in your period. Each row shows the run’s payroll schedule and dates, totals such as Gross Total and Net Pay, and a column for each pay type, benefit, tax and post-tax deduction
Workers Comp Audit Report	Each employee’s Gross Wages, Employee Taxes and Employer Taxes for an audit of workers’ compensation, with a column for each tax. Employees with no taxes in the period aren’t listed

Both reports have a date range picker, which starts on the last 6 months. Workers Comp Audit Report rounds your period out to whole months: it starts on the first day of the first month and ends on the last day of the last month. It leaves out employees marked international.

Payroll Journal groups its rows by Payday. Each group opens with a heading row that shows a pay period end date and the payday, above the group’s employee rows.

People

Report	What it shows
Employee List	A row for each employee, including people who have left (see Status). The report opens on a screen titled Employees. Some columns start hidden, such as Manager, DOB and Residential address; show them from Display. SSN is on by default
Dependents	A row for each dependent, with the employee’s name and the dependent’s name, sex, date of birth, relationship, marital status and address. A dependent without an address shows the employee’s
Terminations	Employees whose termination date falls in your period, which starts as the past year. Each row shows the department, title, start and termination dates, tenure, termination type and termination reason
Equity Grants	Each stock grant with its shares, strike price, start and end dates. The row also includes its cliff. It shows the grant’s progress in vesting, with vested shares worked out for the day you open the report

Terminations has a date range picker. Employee List, Dependents and Equity Grants don’t.

Benefits

Financial Benefits covers the current year and has no date range picker. Each row is a transaction, with the employee, benefit, date, direction, summary, amount and balance. The report appears once your company has financial benefits.

Time Off

Report	What it shows
Time Off Balances	For each employee and each active policy in your period, the Accrued, Used, Adjustments and Remaining hours. The period starts at the beginning of the year and ends today. The subtitle shows the date the balance is as of, and a Totals strip below the table adds up the rows left after your column filters
PTO Liability	What the remaining balances of PTO are worth, as of a date. Each row multiplies an employee’s Remaining Balance by their Effective Hourly Rate to give the Liability Amount. A summary above the table shows Total PTO Liability, Total Balance, Employees and Policy Rows

Unlimited policies show Unlimited under Accrued and Remaining on Time Off Balances. The Totals strip leaves unlimited policies out of Accrued and Remaining, but Used and Adjustments still count them. PTO Liability doesn’t include unlimited policies.

On PTO Liability, use the As of filter to pick the date. Select Status → Include terminated to add people who have left; they appear only with a balance above zero.

Every works out the hourly rate from each person’s pay on the as-of date. An hourly amount is used as is. A yearly, monthly or weekly amount is converted over a 2,080-hour year.

A row shows a dash instead of a rate and amount when the employee has no pay on file or a fixed contractor amount. Total PTO Liability leaves those rows out, and a warning icon beside the total says how many.

If the rows left after your column filters are in more than one currency, “Multi-currency liability not yet supported” replaces the total. Filter by department or policy until the rows share one currency to bring it back.

Export a report

Select Export to download the report as a CSV file.

The file holds every row the report returns for your period, and every column the report has, including columns you’ve hidden in Display. Search and column filters on screen don’t change it. Two reports differ:

• Time Off Balances exports the rows left after your column filters, in the table’s sort order. Search doesn’t change it.
• PTO Liability follows As of and Status, but not the column filters such as department, policy, type or employee. The summary above the table does follow the column filters.

The Employee List file includes sensitive columns you’ve hidden, such as DOB and Residential address, and SSN is on by default. Share the file only with people who should see that information.