Workforce Payroll Preview Report

This article reviews the Workforce Payroll Preview Report, which is located on the Workforce tab of 'My Reports'.

The Workforce Payroll Preview Report displays payroll information based on DSS data for a selected date range. Here, punches, regular pay, overtime pay, penalty pay, and tips can be reviewed. This report includes built-in filters for Job, Job Type, and Pay Frequency.

The 'Pay Frequency' filter is only displayed when Pay365 is enabled.

Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

Navigate to My Reports.
Enter all or part of the report name in the search bar.
The Results tab will open with the list of search results.
From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.

Report Parameters

Field	Description
Filter by	A list of all filter categories.
Filter	A list of filter options, based on the 'Filter by' category selected (#1).
Start date	The beginning date for the report.
End date	The end date for the report.
Job	List of jobs available for the selected filter (#2). Select one or more jobs to filter by job.
Job type	List of labor operational report categories associated with the GL accounts assigned to jobs. Select one or more job types to filter by job type.
Pay frequency	If Pay365 is enabled, this report can be filtered by the pay frequency election of each employee. Pay - When selected, only Employees who have elected to be paid daily will be included in the report Traditional Pay - When selected, only Employees who have elected to be paid per traditional pay period will be included in the report All Employees - When selected, all Employees will be included, regardless of Pay Frequency election.
Sales column	Determines which columns are displayed for sales data. Summary - Gross Sales Detailed - Net Sales, Gross Sales, CC Sales, Cash Sales
Run button	Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion, then selecting the desired action.

Learn more about Report Views and their added functionality.

Report Columns

Field	Description
Date	Dates of labor punches within the date range.
Employee	Employee's name.
Payroll ID	Employee's payroll ID.
In	Time the employee clocked in.
Out	Time the employee clocked out.
Location	Location tied to the employee's punches.
Loc number	Location number.
Job	Employee's job title.
Job code	Job code associated with the job.
Reg hrs	Amount of regular hours the employee worked on that day. Hours are reported as a decimal (e.g., 4h 15m = 4.25).
OT hrs	Amount of overtime hours the employee worked on that day. Hours are reported as a decimal (e.g., 4h 15m = 4.25).
Tot hrs	Total hours the employee worked. Hours are reported as a decimal (e.g., 4h 15m = 4.25).
Payrate	Employee's rate of pay for the job.
Reg pay	Amount of regular pay.
OT pay	Amount of overtime pay.
Penalty pay	Amount of pay associated with break penalties, split shift penalties, and/or clopening penalties.
Total pay	Total pay amount from hours worked, including regular pay and overtime pay.
Gross sales	Amount of gross sales made from guest checks.
Tips	Amount of credit card tips for the employee.
Declared tips	Total amount of credit card and cash tips declared by the employee.
Total pay w/ tips	Total pay amount, including regular pay, overtime pay, and declared tips.
Min wage req	Minimum pay amount an employee must receive if paid minimum wage.
Min wage adj	The amount of pay needed to meet minimum wage requirements if 'total pay w/ tips' is less than 'min wage req'.

Email, Export, or Print the Report

This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.