Justworks provides access to your reporting needs in one place with easy-to-use tools so you can get those insights you want without waiting for someone else to crunch your data.
You can find reports in your Justworks account directly from the dashboard. On the left navigation, head to Reports under Analytics and explore your options.
What's the difference between Reports and Data Exports?
Our pre-built reports are categorized by specific topics (Benefits, HR, and Payroll), with a clear definition of each report’s purpose so you can easily navigate to the one you want.
Our reports combine only the most relevant data points and present them comprehensibly and usable so you can begin to see trends and build insights from within Justworks.
HR Reports
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. You'll also be able to see an employee's FICA/FUTA exemption status and if they are a greater than 2% shareholder of an S-Corp when pulling the census.
Headcount
See how your business’s headcount has changed over time to gauge your growth. Allows users to see a list of all member types active and terminated over a period of time.
Onboarding Status
Track each step of the onboarding process to ensure new hires are set up for success from day one. This report allows users to see which onboarding activities have or have not been completed by new starters. The onboarding activities have been grouped into key steps
- Basic Info - the new hire’s personal info
- Payment - their linked bank account
- Health Insurance - enrollment
- I-9 - completion status
Time Off Balance
Allows users to track their team members’ accrued PTO, how much has been used and what the accrued, unused PTO balance is in time and dollars.
Disclaimer: Dollar amounts shown in the Ending Balance (Estimated Dollars) column are subject to the customer's confirmation (e.g., that the estimated amounts are consistent with their PTO policy)
Time Off Requests
Build 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).
Training Status Report
The Training Status Report allows you to track the progress of all your team's assigned trainings in one place.
Work History
Spot trends in work history to see how your team has progressed. The Work History report provides this information in aggregate so customers can review their entire team’s current and past information - title, department, manager, pay rate - in one spot.
Payments Reports
Hours Worked
Build a report allowing you to download timecard data across different pay periods in one place. You can group results by pay periods, entry type (weekly or daily), or take the total hours across all pay periods.
Last Pay Change
Track and analyze your team's pay rates and increases to see who may be eligible for a raise. This report allows users to view their team members’ previous pay rate, current pay rate, the percentage increase (if any), and the date the pay change was made.
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 made on an individual line or sum up the payments by week, month, year, or the selected time frame.
1099 Report
New for 2019, this report shows admins a preview of the information that will be included on any of their vendors' and contractors' 1099 at the end of the year. Note that this report only shows contractors & vendors whose 1099 filing status is set to 'Justworks to file'.
Paycheck Protection Program
A report that helps you calculate your business's average monthly payroll (AMP) costs and substantiate your Paycheck Protection Program (PPP) loan amount.
PPP Forgiveness
Reports to assist with applying to have your PPP loan forgiven.
Social Security tax deferral
A breakdown of 2020 Social Security taxes deferred through the CARES Act.
International contractors
Payments made to independent contractors located outside the United States.
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 Report
The payroll report allows you to designate a start and end date for the time period from which you wish to pull data. The report defaults the dates as year-to-date, but you can change this by editing the dates entered and hitting ‘apply.’
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:
- Type of employee (full-time, part-time, contractor, etc…)
- Office
- Department
- 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, and tax amount, and in benefits, you can select data like insurance class covered, start date, and end date, and this data will populate in the columns associated with the employee data you’ve selected.
Customizing your reports
Sort and filter the reports in real-time and instantaneously view the results from Justworks or export your data to CSV for your records.
Who can access reports?
We know that certain reports can allow for the viewing of sensitive information, so we’ve made sure to help keep your data protected. Reports are visible to users based on their permissions.
| Permission | Reports |
|
Make Payments OR Manage Employees OR View All Employee Info |
|
| View Invoices & Reporting |
|
Note: Already existing reports (Benefits Usage, Retirement, Company Census, Time Off, Hours Worked, and Payroll) will remain under the View Invoices & Reporting permission
Downloading reports
Once you’ve filtered your data and generated your report, you can download a .CSV by clicking “Export” in the upper right corner. We’ll generate your data, and once your report is finalized, you can click “download.”
Warning
These reports may contain sensitive data. Please be careful when transmitting the information as a CSV file.
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.