7shifts Payroll Reports

Payroll History

Track the progress of submitted payroll with real-time progress insights. Each line item in Payroll History is a payroll that was created and submitted - whether it has been paid out or not. Click on them to get more details!
 

From the Payroll page:

1. Login to the web app as an Admin.
2. Head to Payroll, in the left navigation bar.
3. On the Payroll dashboard > scroll to Payroll History:
   
   
    For each Pay Period, you can note the:
   • Pay Period dates
   • Type of payroll cycle (regular or off-cycle)
   • Payroll Status: Learn more about Payroll Status here.
   • Date of approval
   • Payday
   • Total Paid Amount
4. Click on the More Options   icon:
   
5. Choose to 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   Direct Deposit Withdrawal - The amount to be withdrawn from your bank accounts through direct deposit.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.

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 your date range:

   ⚠️ When selecting dates in the report filter, the data exported may belong to different pay periods. Ensure you review the date ranges carefully to capture the desired payroll information.

   

4. Click Download CSV. The reports will populate the payroll data for all users that fit the criteria chosen.

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
   

W-2s

Employees will be able to access their W-2s in their Accounts (by heading to My Account > Tax Forms), and terminated Employees who did not opt-in for paperless delivery will receive their W-2s by paper mail.

To review your team's W-2s:

1. Login as an Admin, and head to Payroll > Tax > W-2 Employees:
   
   
   1. Use the filters to narrow down your results by year, or search for a specific Employee:
      
      
       
   2. Click Actions to download a full report on your local device: