The Labor Payroll Review searches the entire system for all labor punches in the selected date range so that the Accounting Manager can ensure that labor is prepared and ready to be sent to the payroll provider.
This report includes both a summary and detailed version. Access the summary to see an overview of the employee's total hours or view the detailed report for a breakdown of labor punches by job.
Important Note: While R365 provides labor information at no additional charge, your payroll provider might charge service fees. Please check with your provider before transferring data.
Article Topics
Navigation
- In the Reports section of the left navigation pane, select My Reports.
The My Reports screen appears. - At the top of the My Reports screen, select Labor.
The screen generates a list of reports in alphabetical order. - Locate the Labor Payroll Review.
- Select Customize to adjust the report parameters and run the report.
Report Parameters
Field | Description | |
1 | Filter By | Location reporting category by which to filter the report. Options in the Filter By menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories. |
2 | Filter | Allows users to apply one or more filter options from the location reporting category that they selected in the Filter By menu. The selected filters determine which locations appear in the generated report. For example, if Filter By is set to Region, the Filter menu might include options such as North, South, East, and West. A user can select West to display all locations belonging to this reporting category. Options that appear in the Filter menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories. |
3 | Start | First date to be included in the report. The Start and End date fields create a date range for which to generate data for the report. |
4 | End | Last date to be included in the report. The Start and End date fields create a date range for which to generate data for the report. |
5 | Job | Jobs for which to generate data. Users can select one or more jobs to include in the report. |
6 | Job Type | Labor operational reporting categories associated with the GL accounts assigned to jobs. Users can select one or more Job Types by which to filter the report. |
7 | Sort By | Determines whether employees are sorted by First Name or Last Name. |
8 | % of Sales | Percentage of sales to be taken for tips. |
9 | Run As | If Summary is selected, the report displays an overview of total hours for each employee. If Detail is selected, the report breaks down the employee's worked hours by job. |
10 | Identify Minors | If set to Yes, the word 'Minor' appears next to all employees who are under a certain age. |
11 | Mask Payroll ID to Last 4 Digits | If set to Yes, only the last four digits of the Payroll ID are shown in the report. |
12 | View options | Provides the user with options to select, save, edit, or delete a report view. For more information about these controls, see My Reports: Using My Reports. |
13 | Run | Generates the report. The green arrow button opens a drop-down from which users can Export, Email, or Print the report. |
Report Columns
Column | Description |
Employee Name | Name of the employee. |
In | Time when the employee started the shift. |
Out | Time when the employee ended the shift. |
Location | Location where the employee worked the job. |
Job | Name of the job that the employee worked. |
Pay Rate | Employee's hourly rate of pay for the job. |
Reg Hrs | Number of hours that the employee worked at a regular rate. Hours are reported as a decimal. Example: 4 hours and 15 minutes appears as 4.25. |
OT Hrs | Number of hours that the employee worked at an overtime rate. Hours are reported as a decimal. Example: 4 hours and 15 minutes appears as 4.25. |
Double Time Hrs | Number of hours that the employee worked at a double time rate. Hours are reported as a decimal. Example: 4 hours and 15 minutes appears as 4.25. |
Tot Hrs | Total number of hours the employee worked. Hours are reported as a decimal. Example: 4 hours and 15 minutes appears as 4.25. |
Reg Pay | Amount owed to the employee for hours worked at a regular rate. Reg Pay = Reg Hrs x Reg Rate |
OT Pay | Amount owed to the employee for hours worked at an overtime rate. OT Pay = OT Hrs x OT Rate |
DT Pay | Amount owed to the employee for hours worked at a double time rate. DT Pay = Double Time Hrs x Double Time Rate |
Break Penalty | Indicates whether penalty pay is owed to the employee due to a break violation, such as a short break or missed break. This follows the Break Penalty values set on the Location Record and is explained in greater detail by the Labor by Employee by Job Report. |
Break Penalty Pay | Amount owed to the employee due to the break penalty. |
Split Shift | Indicates whether the employee worked a split shift. This follows the Split Shift values set on the Location Record and is explained in greater detail by the Labor by Employee by Job Report. |
Split Shift Pay | Amount owed to the employee due to the split shift. |
Other Pay | Amount owed to the employee for any reason not covered by regular pay, overtime pay, double time pay, and penalty pay, as recorded on the DSS. |
Total Labor Pay | Total amount owed to the employee for the specified date, including regular pay, overtime pay, double time pay, penalty pay, and all others. |
Gross Receipts | Sum of all sales the employee participated in for a given shift. |
% of Sales | Percentage of sales taken for tips. % of Sales = Gross Receipts x Percentage of Sales |
Charge Tips | Tips from credit card sales, as reported by the POS. |
Declared Tips | Tips from cash sales, as declared by the employee and reported by the POS. |
Tips to Payroll | Displays either % of Sales or (Charge Tips + Declared Tips), determined by which is the greater amount. |
Note: Labor Hours and Labor $ values will not consider any hours or dollars associated with employees who have the Exclude Labor Hours and Exclude Labor $ checkboxes checked on their employee record.
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.