Payroll summary#
For: Manager | Admin You’ll need: Permission to view reports (your manager will know).
The payroll summary shows per-employee pay totals for a bi-weekly cycle — regular hours, overtime tiers, premiums, paid and unpaid absence, time-comp, and gross pay. The CSV export is the file your payroll vendor expects.
Open the report#
In the left sidebar, click ‚Reports‘.
On the Reports landing page, click the ‚Payroll summary‘ card.
The report opens to the bi-weekly cycle that contains today, computed from your company’s payroll anchor date.
Filter the data#
The bi-weekly cycle is the primary filter; everything else narrows the rows inside it.
Use the quickfilter chips at the top to switch cycle: ‚This bi-weekly‘ (the default) or ‚Last bi-weekly‘.
(Optional) Open the ‚Location‘ dropdown and pick one or more locations.
(Optional) Open the ‚Person‘ dropdown and pick one or more people.
(Optional) Open the ‚Status‘ dropdown and pick one or more workflow statuses.
Click ‚Apply filters‘.
To start over, click ‚Clear‘.
Tipp
The bi-weekly boundaries are computed from payroll_anchor_date in your company settings. If the cycles don’t line up with what your payroll vendor expects, ask your admin to update the anchor date.
Export#
See Export a report (CSV, XLSX, PDF) for CSV, XLSX, and PDF details.
The payroll CSV is semicolon-delimited and follows the payroll-vendor schema — external_id, hours fields, pay-period boundaries, and the multipliers that explain each row. When you import the file, choose semicolon as the separator.
Verify it worked#
The cycle in the header (start date – end date) matches the chip you picked. Each row is one employee. ‚Gross pay‘ equals regular plus overtime plus premiums plus paid absence; the breakdown columns add up to that total.