Skip to main content

How to setup Payroll and run a report

Summary

This tutorial coversguides howyou tothrough generateconfiguring payroll settings and export agenerating payroll reportreports in BuilderPal,BuilderPal. enablingProper efficientpayroll reviewsetup andensures processingaccurate tracking of team timehours, entriescompliance with payment schedules, and efficient financial management, reducing errors and supporting timely compensations for payrollyour purposes.team.

How-To Video

{{VIDEO_MODULE}}

Prerequisites

  • AccessAn toactive theBuilderPal TeamPro Officeaccount with permissionsadministrative toaccess.
    • view
  • Relevant reportsteam (e.g.,roles such as Admin or Finance roles).Manager.
  • LoggedSubmitted timetimesheets entriesfrom inteam the systemmembers for the selectedreporting period.

Steps

  1. Navigate to the payrollTimesheet reportingSettings page. Go to your Team Officesection in BuilderPal at https://app.builderpal.com and open the Payroll Reporting section.BuilderPal.

  2. SelectClick Configure Payroll to select your pay period and start date, then click Save to apply the report timeframe.settings. Choose the start and end dates for the period you wish to include in the report.

  3. ApplyNavigate filtersto the Payroll Report page, set the desired time period, and generateapply theany list.necessary filters. Narrow down entries using filters for day, project, cost code, group, user, or approval status, then click Generate to refresh the results.

  4. Initiate the export. Click Export Report, select a format, and choose to choosepreview theor formatfinalize; forif downloadingfinalizing, yourcheck payrollInclude report.past non-finalized entries as needed.

  5. FinalizeThe exported report will download automatically; view finalized reports by clicking Finalized reports or the reportdocument ificon needed. Selectin the optiontop to finalize, which marks included entries as paid; otherwise, leave it unselected to preserve entry status.right.

Confirmation

YourExported reportforms will downloadautomatically download. You can also view finalized reports by clicking "finalized reports" or clicking the document icon in the chosentop format,right and if finalized, the time entries will show as paid in the system.corner.

FAQ

  • Q: What doeshappens finalizingwhen theI reportfinalize do?a payroll report?
    A: ItFinalizing marks all included time entries as approved and paid, updatingpreventing theirthem statusfrom being included in BuilderPal.future reports to avoid duplicate payments.

  • Q: Can I export without finalizing?
    A: Yes, simply leave the finalize option unselected, and your entries remain unchanged.

  • Q: How can I narrowinclude downunpaid entries from past periods in a new report?
    Select the reportoption data?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?
    A:Yes, Usereturn to Timesheet Settings and click Configure Payroll to update the toppay filters for day, project, cost code, group, user,period or approvalstart statusdate beforeas clicking Generate.needed.

  • Q:Why Whatmight ifsome notime entries not appear after generating?
    A: This may occur if no time was logged in the report?
    Entries may be excluded if they fall outside the selected timeframetime period, have already been finalized in a previous report, or filtersdon't excludematch allapplied data; adjust filters and regenerate.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.

  • FilterHow &to Reviewapprove Time Entriestimesheets
  • ClockManaging In/Outteam roles and permissions
  • UseSetting Supervisorup Approvalteam members
  • TimeUnderstanding Reporttimesheet submissions
  • BudgetGenerating Reportfinancial reports

Metadata

Relevant Roles: Admin (GC), Admin (SUB), Admin (SHORTCUT), Team Project Manager, Team Finance Manager, Team Business Manager
Feature Area: ReportsTeam Finance Manager
Article Type: Workflow / Tutorial

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

Back to top