Our reporting center is flexible to cater to the needs of your company — offering you the information you need when you need it.

Report types

The Reports center includes access to robust data and customizable reports for the following:



 

Note: any admins with the View Invoices & Reporting permission will be able to run these reports.

Here is a breakdown of the data you can access in each report:

Time off usage

Builds a PTO request report based on a date range you select and your choice of employee types (full-time, part-time, contractor, etc…), offices, departments, employee info fields (name, department, office), PTO request info (includes any notes between employee and manager).

Benefits usage

Builds a report of the benefits your employees are enrolled in, how much they cost, and how that cost is shared between the employee and the company.

Payroll report

Builds an employee payment report along with a breakdown of any specific perks, insurance or tax payments, and 401(k) contributions the employee made for a given time period. You can choose to see each payment that was made on an individual line or sum up the payments by week, month, year, or the selected time frame.

Company census

Build a report of your employees, contractors, and vendors, their personal contact information, and their relationship to the company including but not limited to job titles, managers, salaries, and start/end dates.  

Invoices

Get a detailed breakdown of your invoice history by date and employee. This also includes views of Quickbooks IIF.

How it works

To generate a report, select the report you want to generate on the navigation in the left column OR switch between reports by using the tabs on top:



 

 

For each report select the date range (except for the company census which always reflects the current state), the employee types, and information fields.  Each report defaults to the full data set available - you’ll need to uncheck boxes that you don’t want to include.

Date ranges

Census Reports: includes employees with the selected attributes as of today. All employees, including those in Justworks and starting on a future date will be included in this report.

Time Off Usage: allows you to select the desired date range.  Note: the report will only include PTO requests that were made within the selected timeframe (e.g. 4/1/2015-4/30/2015 report will be include an employee that requested time off from 4/30/2015-5/15/2015).  

Payroll Reports: allows you to select the desired date range. Now, you can pick how you’d like to group the selected data in the report; by payment, week, month, year, date range. By default, the report will group by payment over the specified time period.

With the Payroll Report, administrators will be to view a report that breaks out that data, for a given timeframe, by person:

  1. Name
  2. Salary
  3. Other pay
  4. Gross wages
  5. Net wages
  6. Taxes withheld
  7. Deductions
  8. Employer taxes
  9. Employer contributions

Benefits Usage: allows you to generate a report from a specified date.

Filtering data

Employees

You can filter employees to include in your reports based on the following:

  1. Type of employee (full-time, part-time, contractor, etc…)
  2. Office
  3. Department
  4. Current or past employees (for Payroll and Company Census reports only)

Data fields

Fields to include in reports will differ depending on which report you are generating. For instance, in the payroll report you can select things like employer tax amount, other deductions, tax amount and in benefits you can select data like insurance class covered, start date, end date and this data will populate in the columns associated with the employee data you’ve selected.  

Invoices

You can view invoice data and payment history from 'Invoices' under Payments in the left hand navigation. The payroll journal view makes it easy to see exactly how, for each employee, you get from gross to net pay. And the cash requirements view makes it easy to understand exactly where every penny is going for all employer taxes and fees. And for more information on how to integrate Justworks with Quickbooks online and/or Xero, please click here.

Download reports

Download Report when you’re ready to generate the csv file. Once you’ve downloaded the csv, just click ‘save as’ in order to save in another compatible format, like xls or pdf. The time to generate the report can vary depending on the amount of data you’re generating.

Disclaimer

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.

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