Running payroll can feel intimidating at first, but the Submitted payroll view is designed to give you peace of mind. It shows who got paid, how much money moved, and what taxes or deductions applied.
Instead of focusing on every button, think of payroll review as a set of goals: confirm people were paid correctly, verify deductions and taxes, and keep records for compliance.
To get here, go to Team View › Payroll › Submitted.
Check submitted payroll status
Each payroll run moves through a lifecycle, changing statuses as it progresses from creation to payment. Below are the possible statuses you may see in the Submitted payroll tab:
Pending |
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Processing |
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Paid |
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Partially paid |
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Failed |
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View payroll details
Select More details on any payroll run to see a full breakdown. This view is useful when you want to:
Double-check the pay period and payday are correct
Confirm payroll was approved on time
See the total payroll cost (liability) vs. the actual withdrawal amount from your bank
Check if any manual paper checks were included
Confirm how many employees and contractors were paid
Download payroll reports
Need details for accounting or compliance? You can download reports for any payroll run:
Find the payroll run and select the three-dot menu (•••) next to it.
Select the report you need:
Cash requirements report – Total cash needed for payroll
Payroll journal – Detailed accounting entries
Payroll summary – High-level totals of pay, deductions, and taxes
Labor allocation – Payroll costs by department/job
💡 Tip
Most tabs include a Download CSV option for detailed spreadsheets (Earnings, Deductions, Benefits, Taxes, Payments, Tax Deposits). Use this for record-keeping or deeper analysis.
Review earnings and hours
The Earnings and hours tab is your payroll roster. It shows who is being paid this period, their hours, rates, and gross pay.
Think of this like taking attendance. Everyone who worked should appear in the list.
Go to the Earnings and hours tab.
Look at the Team member column. Every employee or contractor who should be paid this period will be listed here.
For each employee, check the Hours, Rate, and Amount columns.
Use filters if you need to focus:
Rearrange columns to customize data layout.
Sort and filter by clicking into a column header.
Use the Search bar to find employees or contractors by name.
Use the Group tab to filter by Team member, Location, Job, or Location and job.
If payroll is still Pending and something looks wrong, click Reopen to fix it in Draft.
Review post-tax deductions
After confirming everyone’s pay, your next step is to check whether any employees have post-tax deductions (like child support, garnishments, or other withholdings) and that they’re applied correctly.
Think of this as your “deduction attendance check.” If an employee has a post-tax deduction set up in their profile, they should appear in this list.
Go to the Post-tax deductions tab.
Look at the Team member column to see who has deductions this period.
Review the Deduction type (e.g., Child support) and the Amount withheld.
Use filters to make reviewing easier:
Rearrange columns to customize data layout.
Sort and filter by clicking into a column header.
Use the Search bar to find employees or contractors by name.
Use the Group tab to filter by Team member, Location, Job, or Location and job.
If someone you expect to see is missing, their deduction may not be set up yet in their profile.
Review benefit deductions
If your company offers benefits like health insurance, dental, or vision, payroll needs to reflect the right contributions. The Benefits tab is where you check that both employee and company contributions are accurate.
Think of this as your “benefits roll call.” If an employee is enrolled in a benefit plan, they should appear in this list.
Go to the Benefits tab.
Look at the Team member column to see who has active benefit deductions.
Review employee and company contributions, and compare these to your plan setup to make sure both sides add up correctly:
Check the Employee contribution → the amount deducted from their paycheck.
Check the Company contribution → the amount your company is covering.
Use filters to make reviewing easier:
Rearrange columns to customize data layout.
Sort and filter by clicking into a column header.
Use the Search bar to find employees or contractors by name.
Use the Group tab to filter by Team member, Location, Job, or Location and job.
If someone is missing, their benefit may not have been set up in their profile yet.
Review payroll taxes
Every payroll run includes taxes: some withheld from employee paychecks and some paid by the company. The Taxes tab helps you confirm both sides look correct before payroll is finalized.
Think of this as your “are employees taxed correctly?” check.
Go to the Taxes tab.
Check tax deductions
Look at the Employee tax column. This shows what’s being withheld from employees’ paychecks (like federal income tax, Social Security, Medicare).
Now look at the Company tax column. These are taxes your business pays on top of employee wages (like employer Social Security, Medicare, and unemployment taxes).
If you see something unusual (like $0 federal tax when you expect some), that may point to an exemption or a setup issue.
Review the total summary
The Total summary tab is your payroll “bottom line.” It shows what employees actually take home, what the company owes in taxes and contributions, and the total payroll cost that leaves your bank account.
Step 1: Review total summary
Go to the Total summary tab.
Confirm employees are getting the right take-home pay:
Look at Employee gross earnings. This is the total before taxes and deductions.
Look at the Employee net pay. This is what lands in employee bank accounts.
The difference is made up of taxes, benefits, or deductions.
Review contractor totals:
If you pay contractors, you’ll see Contractor gross earnings and Contractor net pay listed separately.
If it’s blank, it just means no contractors were paid in this run.
Confirm company costs:
Look at Company taxes. This is what your business owes on top of wages.
Add in Company benefit contributions if your business covers benefits.
Together, these show the Company net cost, the true cost of running payroll this period.
Step 2: Confirm the grand total
At the bottom, you’ll see Total payroll, which is the exact amount being debited from your company bank account.
If part is paid via paper checks, you’ll see that split out separately.
If it’s all automatic withdrawals, you’ll see the full amount listed there.
This is the number you should expect to match in your bank activity.
Review payments
Step 1: Review employee payments
This is your “who got paid, how much, and how” dashboard.
Go to the Payments tab.
Review employee payments:
Each row shows an employee’s Gross pay, Net pay, and Payment status.
You’ll also see details like Reimbursements, PTO/Sick leave, and Primary job location.
Step 2: Understand payments statuses
Normal flow
These are the statuses you'll usually see when payments are working as expected:
Draft - Payment created, but no money has moved yet. You can still reopen payroll and make changes.
Pending - Payment is being prepared, and no edits allowed.
Processing (Direct deposit only) - Payment has entered the banking system (ACH). May take a couple of days, and edits aren't allowed.
Paid - Payment completed. For direct deposit, note that ACH payments can still fail up to two days after settlement.
Error and refund flow
If something goes wrong, you might see one of these:
Partially Paid (Direct deposit only) - An employee with multiple bank accounts got paid in some but not all accounts.
Failed (Direct deposit only) - The payment was rejected (e.g., invalid bank info, insufficient funds).
Refund Processing - A refund is being sent back to your company account.
Refund Failed - The refund attempt didn’t go through.
Refunded - The refund succeeded. At this point, the system marks the payment as manual, and your company is responsible for paying the employee outside the platform (e.g., by paper check).
Step 3: Refund a failed payment if needed
If you see Failed or Partially Paid, you can request a refund so the funds return to your company account. Here's how to request a refund:
Go to the Payments tab.
Find the employee's row with a Failed or Partially Paid status.
Open the three dots (•••) menu, and select Refund payment.
❔What happens next
The payment method switches to “manual”, so the system knows you’ll handle the payment directly.
The employee’s net pay amount is returned to your company bank account in 1–2 business days.
Refunds can only be processed if payroll was successfully funded. If payroll funding itself failed, the refund can’t be completed.
Review tax deposits
Once payroll runs, your payroll taxes move in two steps:
Money is collected from your company bank account.
That money is sent to the IRS and state agencies.
The Tax deposits tab shows you both steps.
Step 1: Check the Funding status
This tells you if the money has been pulled from your account.
✅ Funded - The debit from your company bank account was successful.
🟡 Pending - The debit hasn’t been completed yet.
❌ Failed - The debit was unsuccessful (e.g., insufficient funds).
Step 2: Check the Deposit status
This tells you if the tax agency has received the money.
🟡 Pending - The money is on its way but not yet deposited.
✅ Deposited - The payment has been delivered to the IRS/state agency.
Step 3: Review each tax type
Look at the Tax column to see which taxes are included (federal income, Social Security, Medicare, unemployment, state/local).
Check the Amount column to confirm each looks correct for your payroll.
Use the Due date to see when each payment must be completed.