Skip to main content

How to setup Payroll and run a report

Summary

This tutorial guides you through configuring payroll settings and generating payroll reports in BuilderPal. Proper payroll setup ensures accurate tracking of team hours, compliance with payment schedules, and efficient financial management, reducing errors and supporting timely compensations for your team.

How-To Video

Prerequisites

  • An active BuilderPal Pro account with administrative access.
  • Relevant team roles such as Admin or Finance Manager.
  • Submitted timesheets from team members for the reporting period.

Steps

  1. Navigate to the Timesheet Settings section in BuilderPal.

  2. Click Configure Payroll to select your pay period and start date, then click Save to apply the settings.

  3. Navigate to the Payroll Report page, set the desired time period, and apply any necessary filters.

  4. Click Export Report, select a format, and choose to preview or finalize; if finalizing, check Include past non-finalized entries as needed.

  5. The exported report will download automatically; view finalized reports by clicking Finalized reports or the document icon in the top right.

Confirmation

Exported forms will automatically download. You can also view finalized reports by clicking "finalized reports" or clicking the document icon in the top right corner.

FAQ

What happens when I finalize a payroll report?
Finalizing marks all included time entries as approved and paid, preventing them from being included in future reports to avoid duplicate payments.

How can I include unpaid entries from past periods in a new report?
Select the option to Include past non-finalized entries before exporting to pull in any outstanding entries from previous pay periods.

Can I edit payroll settings after initial setup?
Yes, return to Timesheet Settings and click Configure Payroll to update the pay period or start date as needed.

Why might some time entries not appear in the report?
Entries may be excluded if they fall outside the selected time period, have already been finalized in a previous report, or don't match applied filters.

What report formats are available for export?
Common formats include CSV, PDF, or Excel; select the one that best suits your payroll processing needs.

Upgrade to BuilderPal Pro for this feature → https://www.builderpal.com/pro

Back to top