Instructions for Running Reports in Paylocity

Time Sheets Only (Web Time)

  1. On the top left of the menu bar be sure you are in Web Time and on the menu bar at the top of the page, please select Reports
  2. You will see a Reports Library on the left
  3. Expand the Hours Paid Category by clicking on the + sign
  4. Click on Employee Time Card Report
  5. Under Include Codes for: click the box for Include Codes for Department
  6. Under Generate Report for: you can choose your group or an individual employee
  7. Cost center Filter: will allow you to choose one or several
  8. Sort by: choice of different sorts
  9. Report format can be PDF, Excel
  10. Extra Option/Filters can be used to include inactive employees (those that have left employment)
  11. Date Range: you can choose a user defined date range or the last or current pay periods
  12. Generate reports – these can be done on demand or scheduled
  13. Finally be sure your email is correct and the box in front of it checked and hit generate my report

Labor Distribution Only (Web Pay)
  1. On the top left of the menu bar at the top of the page be sure you are in Web Pay
  2. Please select the Reports & Analytics drop down menu.
  3. Choose Reporting Dashboard
  4. You will see one report listed with a hyper-link Employee Labor Distribution – please click on this report.
  5. First choose the Output Type (Excel or PDF)
  6. Next choose a payroll date filter – if you choose process date from/to you must choose by check date not by Pay Period End Date
  7. Under Standard Filters you may run reports for one employee or by group by using the Supervised Employee drop down menu.
  8. Under Cost Centers please pick a project from the cost center drop down menu. You may pick one or more projects at a time. You will only see your direct report staff information that are charged to a project.
  9. Now that your filters are in place, click “Save & Run Report” at the bottom of the page.
  10. Go back to the Reports & Analytics tab at the top of the page.
  11. Click on User Requested
  12. You will see the report you requested listed in the Reports Pickup section