This article is about Justworks PEO and Payroll. What product am I using?
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Analytics is currently in beta: All Payroll customers have access as of February 9, and access for all PEO customers will be available by February 20. |
Analytics, currently in beta, is a native experience built into Justworks that helps you review workforce and payroll trends over time. You’ll see data visualizations that highlight changes in headcount and compensation.
To access Analytics, navigate to the Analytics workspace in the left-hand navigation. Only admins with “Reporting” permissions can view and access Analytics. Once you’re in the Analytics workspace, you can opt in to the beta using the banner at the top of the page.
After opting in, you will see Payroll and People cards at the top of the workspace. These cards provide an overview of your organization’s payroll and people insights. Click a card to open interactive data visualizations and explore trends in more detail.
Screenshot of the Analytics workspace in Justworks Payroll.
Payroll insights
The Payroll page gives you a view into compensation and employer contributions trends across your organization, combining a visual summary with detailed payroll data below.
Screenshot of the Payroll data visualization and table within the Analytics workspace.
Use the Date range dropdown to select the period you want to review, including year to date, the last three or six months, the past year, or a custom range. You can also refine the view with Filter by profile type, department, and office. Any selections you make are reflected in both the visualization and the table.
Screenshot of available filters on the Payroll page within Analytics.
Payroll data visualization
At the top of the page, the visualization shows payroll amounts over time. You can change the timeframe to focus on a specific period: year to date, last 3 months, last 6 months, last year, or custom range. Any timeframe you select applies to both the visualization and the table.
You can also customize how the data is displayed:
- Toggle between a line chart and a bar chart
- Add headcount to compare compensation alongside workforce size
- Segment by department, profile type, office, country, or leave it unsegmented
Tip: Hover over the visualization to see exact values for a specific point in time.
Payroll table
The Payroll table lets you view payroll data from different perspectives. You can change how the table is grouped to review information by person, profile type, department, office, or country.
For each view, the table includes:
- Total Payments
- Employer Tax Contributions
- Employer Benefit Contributions
- Total (payments + employer tax contributions + employer benefit contributions)
The table refreshes as you update the timeframe.
People insights
The People page focuses on workforce changes over time, helping you track how your team grows or shifts across different parts of the organization. Like the Payroll page, it pairs a visualization with a supporting table.
Screenshot of the People data visualization and table within the Analytics workspace.
At the top of the page, the visualization and table update based on the Date range you choose, such as year to date, recent months, or a custom timeframe. You can further narrow what you see with Filter, selecting the desired profile type, department, and office. These settings apply across the entire page.
Screenshot of available filters on the People page within Analytics.
People data visualization
On the People page, the visualization lets you view headcount or new hires and terminations. You can customize the display by:
- Switching between a line chart and a bar chart
- Segmenting the data by department, profile type, office, country, or leaving it unsegmented
Tip: Move your cursor across the chart to view values for specific dates.
People table
The People table provides additional detail based on how you choose to group the data. You can view workforce information by person, profile type, department, office, or country.
When grouped by person, the table includes:
- Profile type
- Department
- Office
- Country
- Hire date
- Termination date (if applicable)
For all other groupings, the table displays headcount totals. The table updates automatically based on the timeframe you select.
Customizing your view
When you first open the Payroll or People page, you’ll see the default view. By default:
- The date range is set to year to date
- All filters (profile type, department, and office) are included
- No segment is applied
- The visualization is displayed as a line chart
If you change the date range, filters, segmentation, or chart type, you’ll have the option to Save as default view. Saving a default view lets you return to the Analytics workspace and see insights in the same format each time. You can also select Reset at any time to return to the original default view.
Screenshot of the "Save as default view" and "Reset" buttons on the Payroll page.
Saving page-specific views
You can save different default views depending on the page you’re on:
- On the Payroll page, you can save a view that includes headcount alongside compensation data
- On the People page, you can choose new hires and terminations instead of headcount and save that as your default view
Each page keeps its own saved view, so you can tailor how Payroll and People insights appear when you revisit Analytics.
Downloading and exporting data
With Analytics, it’s easy to download data visualizations and tables. Simply click on the Download chart button in the visualization to download a PNG. For the table, click on the Download button to download a CSV or excel file of the table.
Disclaimer
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, 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.
Beta Notice
By opting into the Analytics beta, you acknowledge that the tool is currently in active development and provided on an "as-is" basis. This feature is intended for internal informational purposes and is subject to the terms of your Customer Service Agreement (CSA) and the Justworks Terms and Conditions. While we refine the experience, functionality and data visualizations may experience periodic variations. For all critical business decisions, payroll processing, or tax filings, we recommend that you continue to rely on the finalized data available in your primary Reports workspace.