Payroll Info Checkup Report
How do I use the Payroll Info Checkup report to help me run payroll?
Purpose: This help guide will show you how to use the Payroll Info Checkup report to ensure all of the required data for payroll is in place before running payroll. To pay an employee in BambooHR Payroll, the process requires specific information on the employee's BambooHR profile. This report will show you which employees are missing information, and it will give you the option to update the information directly from the report.
Payroll Info Checkup
Go to the Standard Reports folder on the Reports tab and select Payroll Info Checkup under the Payroll section. This report shows you all employees within a pay schedule who are missing information required to run payroll.
- Pay schedule: Employees categorize by pay schedule for this report. Select the pay schedule for which you need to update information. Only pay schedules that sync with Payroll will display in this report.
- Employees with missing information: This will tell you how many employees are missing payroll data required to run your next payroll. Note: You need to update the required information by 12 PM PST, two days before your run payroll date, to have the employee be in the payroll run.
- Update Info: Hover over the desired employee and click Update Info to see a pop-up box with the fields you need to update for payroll.
To see a list of required employee fields to run payroll, click here! If an employee is missing data in any of these fields, the employee will show up in this report. You will need to update this information before running payroll for this employee.
Update Missing Payroll Info modal
After clicking Update Info, you can update* the required fields in the pop-up window. After saving your changes, you will arrive back at the report, and the employee will no longer show in the list of employees who need to have updated information.
*If the required field is part of a table, the update will fill in the data line in your table. For example, if you have a line in your Job Information table that includes everything but a location, the update will add a location to the current data line. However, if you do not have any data in the table, your update will add a new line to the table with today's date.
Valid addresses are required to calculate federal, state, and local taxes accurately and guarantee mail delivery for paper tax documents. All employees will also have their physical addresses validated in BambooHR. This will happen when running the Payroll Info Checkup report,* and you will need to correct validation errors for the employee to sync to payroll.
Addresses will also be validated when the Payroll Info Checkup emails generate to notify admin users of addresses preventing the employee from being in the payroll run:
- Five days before payroll needs to be approved
- One day before payroll needs to be approved
- One day after payroll is processed
The employee will appear in the report and continue to show until you select the suggested address because they will not be in the payroll run until they have a corrected address.
*Address validation will only be visible to admin-level users when they access the Payroll Info Checkup report or on the People Being Paid page. It will not show if an employee enters their address in the New Hire Packet or on the employee record.
We know that new subdivisions and rural areas may take some time to add to the USPS database. If you have an address that cannot have validation, please reach out to a support hero to assist you in bypassing the address validation for specific employees (shown in the screenshot below).
BambooHR will proactively reach out to you before your payroll approval date if you have missing required payroll information for any employees. For more information about this notification, click here!