This article will show you
how to run and export payroll reports from your Hive. Before running/exporting payroll reports, you’ll need to make sure that you have set up your desired
Pay Rates as needed. Additionally, only users with admin access will be able to run and export payroll reports, but you can also restrict access to this in the
User Role settings.
1. To begin, go to
Payroll >> then select
Reports.
2. Next, select
Create Report >>
select the date range you’d like to create a report for >> then select
Generate Report.
3. Once the Status updates from “Running” to “Finished” the report is complete, which you can view the details of by clicking on the corresponding date in the
Created column.
If you click on the values under the
Schedule Total and/or
Timeclock columns you'll be provided with a detailed breakdown for the associated employee.
4. There are 3 different ways to run a payroll export. The first is the master export, which will include the totals for all data/pay details within the selected timeframe, but excludes the individual breakdowns such as per class, daily hours, etc. To run this export, navigate back to
Payroll >>
Reports >> click on the date for the desired report >> select
Export >> then confirm that you’d like to execute the export by clicking on
Yes, create.
The other 2 export options are for individual Schedule Total and Timeclock Total breakdowns per employee. To execute either of these exports, open up the desired payroll report >> click on the value under the
Schedule Total or
Timeclock Value columns for the applicable employee >> then select
Export.
6. Once the export has been completed, you’ll be provided with the option to download it, which will always be a CSV file.
7. All payroll exports will be saved for 14 days, after which they will automatically be deleted/archived. These can be accessed at any point within that time frame by going to Settings >> Data Exports.