Generating Payroll Summary Report

1. Navigate to Payroll Reports

• Go to the left sidebar and click on Reporting > Reports > Payroll.

2. Select the Report

• In the screen, locate Main Payroll Summary Report.

• Click Generate next to the report name.

3. Set Report Parameters

In the Overtime Report modal, fill in the following fields:

• Start Date / End Date: Choose the reporting period.

• Staff: Select the staff member or group you want to include.

• Rate Type: Choose how overtime is calculated:

  • Use Weighted Average Calculation [Recommended]:
    This calculates a weighted hourly rate based on paycodes across the selected week.

  • Use Highest Rate:
    This will use the highest applicable rate for the overtime hours.

• (Optional) Click "Learn how overtime is calculated" to see more details ↓

4. How Overtime Is Calculated

There are two options for overtime rate calculation:

• Weighted Average:
  Uses a weighted average of the staff's pay rates either by day (if daily overtime applied) or by week. For example, if staff worked 4 hours at $50 and 4 hours at $100, the overtime rate is calculated based on the average weighted by time.

• Highest Rate:
  Applies the highest of the staff's pay rates to all overtime hours, regardless of distribution.

5. Generate or Cancel

• Once fields are completed, click Generate to create the report.

• Click Cancel to exit without generating.

• The newly generated Report will now appear in the Generating Reports list, ready for Viewing or Downloading.