Contents x
    Workforce Reports
    • 12 Jul 2024
    • 2 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Workforce Reports

    • Updated on 12 Jul 2024
    • 2 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    Workforce Reports allow users to analyze R365 Payroll and HR data from within Workforce. Additional Workforce Reports can be found on the Workforce tab of My Reports. 

    Security

    Workforce Reports Permissions are found in the Permission Tree as follows:

    • Payroll

      • Workforce Payroll

        • Reports

          • View Reports


    These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

    Navigation

    To navigate to Workforce Reports, click 'Workforce Reports' under 'Reports' in the left navigation menu

    Reports List

    People Reports


    Employee Census - This downloadable report contains Employee Record information, such as phone number, address, hourly rate, and onboarding status. 

    Benefits & Deductions - This downloadable report contains benefits & deductions settings and total amounts per Employee for a selected date range. 

    Garnishment Remittance - This downloadable report contains garnishment details by Employee for a selected date range.

    Unverified TIN Report - On this web-only report, Users can view TIN verifications (SSN, EIN, ITIN) that have failed. This report also allows Users to correct failed verifications. 

    Payment

    Negative Balances - On this web-only report, Users can view or download a list of Employees that currently have a negative balance.

    Funding - This downloadable report can also be viewed as the 'Funding Report' page. Here, Users can view all processed funding transactions and navigate to the associated Funding Detail report 

    Payroll Accrual - This downloadable report contains accrued Payroll information by calendar month, including Payroll Run summaries and payment details.

    Payroll by Pay Period - This downloadable report contains Payroll information for a selected pay period, including Payroll Run summaries and payment details.

    Payroll by Pay Date - This downloadable report contains Payroll information for a selected date range, including Payroll Run summaries and payment details.

    Returned Payments - On this web-only report, Users can view or download a list of payments that have been returned.

    Labor

    Workers' Compensation - This downloadable report contains Workers' Compensation liability amounts and earnings per Employee for a selected date range. 

    Paid Time Off

    PTO Balance History per Employee - This downloadable report includes Employees' PTO account balance details, accruals, adjustments, and withdrawals.

    Outstanding PTO Liability per Employee - This downloadable report contains the PTO liabilities for all Employees, including PTO value per hour and accrued/unused hours.

    I-9

    I-9 reports are available on the Workforce Reports page when Onboarding I-9s is enabled. 

    Current - Lists the status of all I-9s generated after August 2023 for all associated employees. 

    Previous (Expired) - Lists the status of all I-9s generated before August 2023 for all associated employees. 

    Signed Documents

    Each Document within the Signed Documents folder will have an associated report that displays all Employees whose signature has been requested and if that request has been completed. When a Signed Document is viewed, Users can also send additional signature requests and send reminders to Employees whose requests are incomplete.

    Was this article helpful?
    What's Next