Understanding Payroll Reporting

How does payroll reporting work in BambooHR and TRAXPayroll, and where do I go to find certain reports?

Purpose: There is a lot of payroll data at the tip of your fingers, and understanding how to manage reporting in BambooHR and TRAXPayroll can help you access it faster. This guide will explain the relationship of payroll reporting in BambooHR Payroll and where to find your favorite payroll reports. 

Table of Contents: 

Understanding Payroll Reporting in BambooHR and TRAXPayroll

You will have access to both Not Approved and Approved payroll reports with the BambooHR Payroll experience. These reports are specific to running and approving payroll. Not Approved payroll reports will live in the run payroll experience on the Review page and are meant for reconciliation before approving payroll. This is the only place you will be able to find these reports. Approved payroll reports will live in BambooHR on the Payroll Reports page, on the Approved Payroll Summary page, AND in TRAXPayroll on the Reports tab. 

Not Approved Payroll Reports

Payroll Admins can use Not Approved payroll reports for reconciliation, which are found in BambooHR on the Review page while running payroll. 

Preview Payroll Reports

Within the Payroll Summary section on the Review page, there are ten payroll reports that you can download for reconciliation before approving payroll. You will not be able to filter the data within these reports before downloading them. The following reports will download as a PDF (except for the Payroll Changes Only Report and Payroll Complete Compare Report) and are marked as "Not Approved":

As a reminder, while these will be generated from TRAXPayroll, the Not Approved versions can only be found within this section of BambooHR. You can view the Approved versions after payroll is approved in both BambooHR and TRAXPayroll.

Payroll Details Reports

Within each tab of the Payroll Details section, you can also export and download the data for reconciliation. You can filter this data by Department, Division, Location, Job Title, Pay Type, and Overtime Status as it pertains to your employees' information within the payroll. You can then export the filtered data as an Excel or CSV file by clicking Export. Remember that this reporting is independent of the reports generated in the Preview Payroll Reports menu. 

Approved Payroll Reports

Approved payroll reports become available after a Payroll Admin approves payroll in BambooHR. There are three places you can view and download these reports: 

1. Payroll Reports

Users with access can navigate to Reports > Payroll Reports in BambooHR for a breakdown of Pay Date, Date Range, and Tax Documents reports. Custom reports will also be available in this section. From here, you can generate and download approved reports. Click here for more information on the types of reports available.  

2. Approved Payroll Summary

Immediately after payroll is approved and before the pay date, a list of approved payroll reports will be available on the Approved Payroll Summary page for quick access. Once you approve payroll, navigate to the Payroll tab and click View Approved Reports. Scroll down to the Payroll Summary Section and click [Pay Date] Payroll Reports. The following reports will be available for download: 

3. TRAXPayroll > Reports

All approved payroll reports in BambooHR can also be found in TRAXPayroll under the Reports tab. TRAXPayroll organizes payroll reports by Pay Cycle, Date Range, and Quarterly & Year End Reports. Since TRAXPayroll is the system of record for reporting, you will find a few additional reports. Click here for a complete list of PDF reports and click here for a complete list of Excel reports available for download in TRAXPayroll.