Purpose: This guide will provide an overview of the Payroll Reports tab in BambooHR, what type of reports are available, and how payroll users with access can manage them.

Table of Contents:

• Payroll Reports Tab Overview
• Pay Date tab
• Date Range tab
• Tax Documents Tab
• Custom Reports
• Generate & Download Reports
• Standard Payroll Reports

Post-approval payroll reporting in BambooHR will sync from TRAXPayroll. Therefore, the reports found within the Reports > Payroll Reports section in BambooHR can also be found in TRAXPayroll under Reports. Reporting in both places will be organized by Pay Date (known as Pay Cycle in TRAXPayroll) and Date Range, allowing you the flexibility to pull data from any pay period or any point in time. The reports found in the Payroll Reports section of BambooHR and in TRAXPayroll are specific to the data processed during run payroll.

Approved Pay Date and Date Range payroll reports are available in BambooHR under the Reports > Payroll Reports tab. The Account Owner, Full Admins, and Payroll Admins with an EIN assigned AND access permission to view reports will be able to see this section in BambooHR.

If your company has multiple EINs, select the company's reports you wish to view from the dropdown menu on the right side. They are labeled using the company's legal name and payroll ID (i.e. [Legal Company Name LLC - 0000]). EINs that you are assigned to will fall under the "Payrolls You Have Access To" category, and EINs you are not assigned to will fall under "Payrolls You Don't Have Access To".

Reports on the Pay Date and Date Range tabs will be sorted into the following categories:

• Reports Built by BambooHR Support: If your company has requested a Custom File Feed or Custom General Ledger Report with BambooHR, those reports will appear in this section. Otherwise, this section will not be visible. For more information on how to request those reports, click here! Please note the Custom Reports section at the top. This is separate from this section. For more information, see the Custom Reports section below.
• Popular Reports: The most commonly used payroll reports will be listed here. These include:
  1. Cash Requirement
  2. Complete Summary
  3. Complete Summary Report - Project Tracking
  4. Deductions
  5. Payroll Register with Hours
  6. Payroll Summary
  7. Journal Entry
  8. Paystubs
• Other Reports: All other remaining payroll reports will be listed under this category.

By default, the Pay Date tab will display reports for the most recent pending or paid payroll and is labeled by the pay date. The Pay Period, Pay Schedule Name, and whether or not it's an off-cycle payroll will also be displayed.

Click the Pay Date dropdown menu to view payroll reports from past pay dates. This menu will sort pay dates by Pending or Paid, allowing you to find which pay period you are looking for quickly. You can also search by pay date or pay schedule name.

Filter your reports using the filter dropdown menu. You can filter by Location, Employment Status, Department, or Division based on what applies to your company. If your company does not have Departments or Divisions, those options will not appear. Please note that you can only select a single filter at a time. Some reports will not be available to download with filters applied. The following table provides a list of reports included on the Pay Date tab, the associated TRAXPayroll name, the downloadable file type options, and if it can be downloaded with filters:

You can easily pull reports within a specific time period using the Date Range tab. By default, the reports will show data from the current year starting from January 1. You can make the following changes and filters to your Date Range reports:

1. Date To and Date From:To change the date range, choose a different date in the Date From and Date To fields. The earliest available date you can pick within the Date From field will be your first pay date with BambooHR Payroll.
2. Pay Schedule: If an EIN has multiple pay schedules, select the Pay Schedule name you wish to view. By default, All will be chosen. Deleted pay schedules will also appear and are labeled (Deleted: MM/DD/YYYY). This field will not appear if you don't have multiple pay schedules.
3. Filter:Click the dropdown menu to filter by a single Location, Employment Status, Department, or Division based on what applies to your company.

The following table provides a list of reports included on the Date Range tab, the associated TRAXPayroll name, and the downloadable file type options:

This tab allows you to view both company and employee tax documents that we've generated on your behalf.This is also where you can download your tax documents, such as employee W-2s, in bulk instead of individually on the employee profile.

Company Documents will include any quarterly filings (Form 941), amendments, and miscellaneous documents. The report will automatically show all posted tax documents for the most recent year, but you can filter by document type or year (if applicable). If you need to download a document(s), hover over the corresponding row and click the download button.

By default, the Employee Documents report shows all documents posted from the year in which they were most recently posted. The Account Owner, a Full Admin, or those with Payroll Report access can filter the list of documents by W-2 or 1099.

The Custom Report tab gives Payroll Admins the flexibility to create tailored payroll reports directly within BambooHR. Instead of exporting and manually editing your payroll summary data, you can build reports based on the data found within the Complete Summary Report that show exactly the payroll data you need, and save those configurations for future use.

Within the Custom Reports tab, you can:

• Create and save custom reports by adding or removing data columns.
• Sort, group, and filter information for easier analysis.
• Apply reusable filters, such as pay schedule or date range (e.g., last payroll, last month).
• Export reports to CSV, or duplicate existing ones for different views.

Each saved report appears in the Custom Reports list under the selected EIN, making it easy to rerun or refine as your reporting needs evolve. Click here for more on how to use the payroll Custom Report builder.

You can determine the file type of report based on the file icon color next to the report name. Red file icons are PDF reports, green file icons are Excel reports, and a blue icon means that the file can be downloaded as both or is a different file type (i.e. Quickbooks).

To generate and download a report, hover the report name and click the download icon to the far right of the report name. If a report can be downloaded as a PDF or Excel file, a modal will prompt you to select which file type before downloading.

You can select which data to download if the report has Report Options. If you choose multiple options, an individual report will download for each option. For example, the Deductions report is available for download by deduction type, and you can choose to download a separate file for each type.

Standard payroll reports are separate from those on the Payroll Reports tab or in TRAXPayroll. The data in these reports are pulled from the payroll-specific information on the employee profile rather than the data specific to running and approving payroll. These reports are compatible with report sharing, Recents, Favorites, and Folders.

The following reports will live in the Standard Reports section of the Reports tab in BambooHR:

• Direct Deposit Report
• Federal Withholding Report
• Last Pay Change Report
• Pay Info Tab Missing Data Report
• Payroll Change Report
• Payroll Hours Report
• Payroll Info Checkup Report
• State Withholding and Unemployment Insurance Report