Payroll Reports by job code, by employee

[Shackfam505]

My payroll processor cannot seem to figure out how to export a payroll report that totals employees total hours by job code.  I am having to export the cvs file and manually add the hours by job code and then send an edited report to her for input.  This seems crazy.  Is there a way to create a custom report that will give hours by employee, but totalled by job code worked??

[TheRealChipA]

Hi @Shackfam505.  If I’m understanding you correctly……

First, I assume that your employees have multiple jobs that they clock in using depending on their tasks for the day.  If so, then at the end of the week you can go to your dashboard -> Shifts -> Labor & tips.  Choose the week range, then click Export -> Export shifts.  This will create one record for each employee/job combination used during the week with total hours for each job.  You can export this as a CSV and import it wherever you need to use it.

Let me know if you need anything else, or if I misread your request.

[Shackfam505]

This is what I do to obtain my payroll numbers but I am still stuck manually adding the rows for each employee as it only gives each day, no totals, for each employee. It will list employee A as clocked in as server Monday, Tuesday and Friday on separate rows, then as a manager (different pay rate) for Wednesday and Thursday on separate lines. There is never a total for employee A on this report as far as I can see, not a total for server, manager or even both? Ideally the report would TOTAL the hours of each of the job codes for each employee so I could send hours to payroll processor (or she could evencould pull the report herself)! 

[TheRealChipA]

@Shackfam505 Apologies.  It certainly does list all timecards, not a summary.  So…..

You can submit a formal feature request to the Team Management team here.  And ask them to have both a detail and summary report for exporting.  When you do, post a link here and I’ll definitely upvote/like it.

Otherwise, your workaround is to import the CSV to a spreadsheet and let it do the work for you.  Or just send it to your payroll person.  I’d imagine that they are familiar with how to create a summary spreadsheet that gets its data from a CSV.  A simple pivot table should do the trick.  For now, that is the only fix to keep you from manually adding a bunch of numbers, though, until Square makes a decision about adding a new report.

Best,