Overview
Use the Master Pay File by Pay Period report template to create reports on all paid and unpaid activities, including hourly pay, performance pay, and payroll adjustments, filtered by payroll frequency and payroll period. Each line in the report represents an employee's gross pay item.
Note: This report functions similarly to the Master Pay File report but includes unpaid timesheet activities such as meal breaks and idle time.
Example report findings:
How many total hours did an employee spend on a specific activity over a given payroll period
How much time did all my employees spend driving over a given payroll period
How many hours were spent working on a specific job during a given payroll period
Who uses this feature
Administrators and accountants
Applies to all business types
Feature configuration
Creating custom reports is available only to contractors on the Works package or Legacy/Non-Packaged contractors. Contractors on the Starter and Essentials packages have access to built-in reports.
Things to know
Bonus and commission items appear in reports only if the job invoice is in Posted or Exported status.
Master Pay File By Pay Period reports include paid and unpaid activities for all employees including technicians and office employees.
Note: The Office Timesheets feature requires account configuration. Please contact Technical Support for details.
Paid non-job events are assigned business units (BUs) based on the BU of the technician.
If you're unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.
You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.
Create a Master Pay File By Pay Period report
Follow the steps to create a custom report based on the Master Pay File By Pay Period template and select the columns to include in your report.
The template has the following columns selected by default:
Employee Name: Name of the technician or office employee
Activity: Type of paid activity
Date: Date of the paid activity
Paid Duration: Duration of the activity
Reg Hours: Number of regular paid hours
OT Hours: Number of overtime hours
DT Hours: Number of double overtime hours
Gross Pay: Dollar amount of the paid activity
Customer Name: If the activity is tied to a job, the name of the customer
Project Number: If the activity is tied to a job that is part of a project, the project number
Zone: If the activity is tied to a job, the zone of the job
Tax Zone: If the activity is tied to a job, the tax zone of the job
Location Zip: If the activity is tied to a job, the ZIP code of the service location
Location Name: If the activity is tied to a job, the name of the contact at the service location
Location Address: If the activity is tied to a job, the service location address
Labor Type: The labor type associated to the employee or technician
You can customize the report by selecting and deselecting columns.
Tip: Hover over the name of the column to see a short description.
Run the report
Before you run your report, set filters to focus your results:
From the Payroll Frequency dropdown, select the payroll frequency you want to report on.
Note: Payroll frequencies require account configuration. Please contact Technical Support for more information.
From the Payroll Period dropdown, select the specific payroll period you want to report on. You can select more than one.
(Optional) From the Technicians dropdown, select the technicians you want to report on. You can select more than one.
Note: If you add BU filters, make sure the technicians you select are assigned to those BUs.
(Optional) From the Technician Business Unit dropdown, select the technician BUs you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:
Click the dropdown to select individual BUs.
To report on BU categories, click Filter
, select the BU categories you want to include, and click Filter. 
(Optional) From the Employee Business Unit dropdown, select the office employee BUs you want to report on. You can also report on BU categories by clicking Filter, selecting the BU categories you want to include, and clicking Filter.
(Optional) Use the Filter for only dropdown if you want to report on only technicians or only office employees.
When you're done setting filters, click Run Report.
Tip: Click Edit Columns to add and remove columns. For further customization, you can arrange and filter your results.
Read report results
Each line of the Master Pay File By Pay Period report represents a gross pay item based on the filters you set.
Understand paid activities
The Activity column of the Master Pay File report details the type of pay the employee is receiving:
Labor pay activities: Activities paid by the hour, including driving, working, paid idle time, and paid non-job events
Note: Non-job events are identified by their timesheet code.
Performance pay activities: Bonus pay and commissions, including invoice specific bonuses
Payroll adjustments: Direct adjustments or commission base adjustments
Group pay items by employee
To more easily review payroll, you can group pay items by employee and date:
Click and drag the Employee Name column header to the bar above the report results. The report automatically groups pay items by employee.
Click and drag the Date column header to the same bar.
The report automatically groups pay items for each employee by date.
Update payroll data
If you have Persistent Payroll enabled, you can manually refresh Master Pay File by Pay Period reports for the most up-to-date data by clicking Refresh Payroll Data.
Note: Persistent Payroll requires account configuration. Please contact Technical Support for details.
Export Master Pay File reports
You can export Master Pay File by Pay Period reports that you can use with a third party payroll processor. After you run a report, click Export.
The Export Report window opens, where you can select the export format (XLSX or PDF) and exporting options (Export only aggregated data). When you're done, click Export.
The report downloads in your selected format to your computer.