Payroll: getting the hours out
/app/reportsPulling the pay period as a file, what's in it, how overtime is worked out, and sending hours straight to a payroll system.
Pulling the file
- 1Approve the period's time on the Clock screen first. Exporting unapproved time just moves the problem downstream.
- 2Open Reports and choose the dates you're paying for.
- 3Download the payroll file. It opens in Excel, Numbers or Google Sheets.
What's in it
- A totals row per person: regular hours, overtime hours and the pay period they cover.
- Every individual punch underneath, so any total can be traced back to the day it came from.
- The course name and the date range, so a file found later still makes sense.
How overtime is worked out
Hours over 40 in a week are split out as overtime at one and a half times, with the week starting Monday. It's calculated per week, not across the whole period, which is the part people most often get wrong by hand.
Overtime law varies by state, and some places have daily overtime as well as weekly. The file is a faithful record of hours worked with a standard 40-hour split applied — your payroll provider or accountant is still the authority on what you owe.
Sending it automatically instead
If you use BambooHR, Workday, Clockify or Toggl, hours can go across on their own without anybody downloading anything. If you use ADP, Gusto, Paychex or one of the others that doesn't offer this, the file is the answer — see Connecting QuickBooks, Google and payroll for the honest list.
Questions
Why does a name have a mark in front of it in Excel?
Names that start with an equals sign or similar are prefixed so Excel treats them as text rather than a formula. It's a safety measure and the name is unchanged.
Can I get a different date range?
Any range you like. It defaults to the last two weeks.
Tell us what's missing and we'll write it. Help that doesn't cover the thing you came for isn't help.