Run reports by department

Once you've organized your workers into departments, run a Payroll Journal, Benefits Report, Year-to-Date Report, or Contractors Report to see your information summarized by department. See this article for more information on these reports.

  1. Click the Reports tab
  2. Under the Summary Reports tab, choose one of the available reports.
  3. Select any additional detail you would like to include:
    • Detailed employee info, employee earnings breakdown, employer tax breakdown, deductions and contributions, or detailed totals.
  4. Select the Date Range and Year.
    • Annually, Quarterly, Monthly, or a Custom Date Range.
    • Note: Range is based on check dates rather than pay periods or processing dates.
  5. Select what types of employees you’d like to include in the report.
    • All, Hourly, Salaried, or Specific Employees.
    • Select Pick Employees and add specific individuals to include in the report, then click Save & Continue.
  6. Select to Group By Department.
    • You may also group by Employees or Work Location.
  7. Click Generate Report.
  8. Download the report as a CSV or PDF.

 

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