7shifts Payroll Summary/Journal Reports

Accounts using 7shifts Payroll can easily access the necessary reports in one place. Once you run your first payroll, you'll be able to export both your Payroll Summary and Payroll Journal.

Payroll Summary - View a breakdown of employees' past earnings, deductions, and taxes aggregated over a period of time.

Payroll Journal - View a breakdown of employees' past earnings, deductions, and taxes by payroll run.

To run the report: 

1. Login as an Admin.

2. In the left navigation bar, head to Reports > Payroll Reports.
   

3. Use the dropdown menu to select the Report Type: 
   
   
   The Payroll Summary includes:
   
   • First/Last name
   • Contractor ID
   • Contractor Business Name
   • Gross Total
   • Net Pay
   • Reimbursements
   • Hourly (Regular) Amt/Hrs
   • Salaried Amt/Hrs
   • Overtime Amt/Hrs
   • Paycheck Tips Amt
   • Cash Tips Amt
   • Employee Taxes and Wages
   • Employer Taxes and Wages
     
     For example:
     

     

   The Payroll Journal includes:
   
   • Contractor ID
   • First/Last name
   • Contractor Business Name
   • Period Start/End
   • Payday
   • Payment Method
   • Gross Total
   • Net Pay
   • Reimbursements
   • Hourly (Regular) Amt/Hrs
   • Salaried Amt/Hrs
   • Overtime Amt/Hrs
   • Paycheck Tips Amt
   • Cash Tips Amt
   • Employee Taxes and Wages
   • Employer Taxes and Wages
     
     For example:
     

     

4. 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.

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

Alternatively, you can access your payroll data by heading to Payroll > scrolling to the section Payroll History > clicking on the More Options  icon > download your payroll journals and summaries: