7shifts Payroll Reports

7shifts Payroll admins can track submitted payroll history, download financial reports, and manage employee W-2 tax forms directly from the web app.

Things to Know

• Payroll data exported via report filters may belong to different pay periods depending on the selected date range.
• Individual payroll status determines whether data can be edited (Pending) or remains view-only (Processing/Paid).
• Employees access their own W-2s via My Account > Tax Forms.

Access reports from the Payroll Reports tab

The Reports tab within the Payroll section is the primary location for 7shifts Payroll customers to access specialized payroll reporting and the Payroll Accounting Summary.

1. Log in to the 7shifts web app as an Admin.
2. Select Payroll in the left navigation bar.
3. Click on the Reports tab at the top of the Payroll dashboard.
4. Select from the available report types:
   • Payroll Accounting Summary: Displays expenses grouped by location, department, and role for accounting journal entries.
   • Payroll Journal: Provides a detailed breakdown of earnings, taxes, and deductions.
   • Payroll Summary: Offers a snapshot of team pay, taxes, and employer contributions.
5. Set the desired payday date range or select the desired Payrolls (Payroll Accounting Summary) and click Download. 

Access Payroll Reports from the Reports page:

1. In the left navigation bar, head to Reports > Payroll.
2. Use the dropdown menu to select the Report Type.

3. Set the desired payday date range or select the desired Payrolls (Payroll Accounting Summary) and click Download. 

   

View and download payroll history

The Payroll History section allows 7shifts admins to track the progress of previously submitted payroll runs and download specific pay period documents.

1. In the 7shifts web app, navigate to the Payroll dashboard overview.
2. Scroll to the Payroll History section.
3. Locate the specific Pay Period and click the More Options icon.
4. Select View Payroll, Download payroll summary, Download payroll journal, or Download paper checks. This option is visible if it meets the following requirements: the pay period is in Processing or Paid, and has Paper checks as at least one of the employee's payment methods.

For example, here's what you can expect to see when selecting View Payroll: 


Hover over the tooltips to reveal a breakdown of the amount:

Direct Deposit Withdrawal - The amount to be withdrawn from your bank accounts through direct deposit.

Manual Payments - The total value of manual payments, specifically checks, that require processing.

Other Liabilities - Additional financial obligations, including Employee and Employer benefit costs.

Total Payroll Cost - The overall sum or total payroll cost.

View Payroll

Viewing payroll will differ depending on their status (pending, processing, or paid). Here are examples of what you can expect to see for each payroll status:

Pending Payroll

• Pending status icon
• Reopen and Edit Payroll button: reopen and make any edits up until the approval deadline date
• Use the tabs to view Pay Breakdown, Taxes, Benefits, and Post Deductions
  
  

Processing Payroll

• Processing status icon
• This payroll is view-only and no further edits can be made
• Use the tabs to view Pay Breakdown, Taxes, Benefits, and Post Deductions
  
  

Paid Payroll

• Paid status icon
• This payroll is view-only and no further edits can be made
• Use the tabs to view Pay Breakdown, Taxes, Benefits, and Post Deductions

Manage employee W-2 tax forms

Admins can review and download the annual W-2 tax forms for the entire team within the Payroll Tax settings.

1. In the 7shifts web app, head to Payroll > Taxes > Employees (W2).
2. Use the filters to narrow results by year or search for a specific employee.
3. Click the Download icon next to the desired employee.

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