Run a payroll summary for any pay period
The payroll summary gives one line per person for the pay period: regular hours, overtime hours and estimated pay before tax. It tells you what to fix first, then you download it for your payroll program.
Step 1: Open the payroll summary
Open Menu → Payroll and tap Open next to Payroll summary. It is also on Insights → Payroll.
- Pick This pay period or Last pay period.
- Check these first lists what to fix before you pay: shifts not signed out yet or still waiting for approval, people with no Employee ID, people with hours but no pay rate, or a pay period that isn’t over.
Fix those on the timesheet or the person’s profile, then come back. When nothing is left to check, it says Ready for payroll.
Step 2: Read the lines and download
- Each person has their regular hours, overtime hours and estimated pay before tax.
- Tap Download for payroll and choose a spreadsheet (CSV) with one row per person, made to upload to a payroll program, or a PDF with totals.
Good to know
- Ur Timesheet does not pay anyone or work out tax: your payroll program does that with these hours.
- The hours are the same ones on the timesheets and each worker’s Pay screen. Overtime hours are part of paid hours, not extra hours.
- Rates and pay show only to people allowed to see pay.
- Where timesheets are approved before payroll, a shift still waiting for approval is left out and listed: payroll counts it once its timesheet is approved. How.
- With Tips on, Shared tips are in each person’s estimated pay, and the Cash tips (reported) they kept are listed beside it for tax, never added.