Purpose
UZIO ships a set of standard reports for payroll, taxes, time, time off, HR and benefits. You run them from the Reports page, either on demand or on a recurring schedule. This article explains which reports exist, what each one answers, how to run and schedule them, and what to do when a report you expect is not there.
If no standard report gives you the columns you need, build your own with the Custom Report Builder. The difference matters:
| Standard reports | Custom Report Builder | |
|---|---|---|
| What you get | A fixed layout designed by UZIO for one question (a payroll register, a tax filing worksheet, a time off balance list) | Any combination of fields you choose, across Company, Employee, Payroll, Time Tracking, Time Off and I-9/E-Verify data |
| How you run it | Pick the report, answer its prompts (pay period, date range, year), download | Save a template once, then run or schedule it |
| Output | Excel or PDF, depending on the report | CSV or Excel, plus an on-screen grid |
| Scheduling | Only on the reports that offer Schedule Later | Any template |
| Where results land | Immediate download, or the View Reports area for large reports | The Generated Reports tab inside Custom Report Builder |
Who can do this: users whose role grants access to the relevant report family under Manage Users. The Reports permissions are set per family (Benefits, Payroll, Time Off, Time Tracking and HR reports each have their own switch), so two admins can see different lists. The Employer Administrator sees every family. Custom Report Builder has its own, separate permission.
Note: A report family appears only when the module behind it is enabled for your company. Time off reports need the Time Off module, the Employee Turnover and EEO-1 reports need Hiring & Onboarding, and payroll and tax reports need UZIO Payroll.
Whose employees appear in your report
Two different settings decide what you get, and mixing them up is the usual reason two admins run the same report and get different files.
Which reports you can run is set per report family under Manage Users — Benefits, Payroll, Time Off, Time Tracking and Schedule, HR, and Custom Report Builder each have their own switch. This controls the list of reports you see.
Which employees appear inside them is set separately, by your role's employee access. In the role editor this is a single choice — "Select the group of employees whose data the user associated with this role can access" — with these options:
| Setting | What the report contains |
|---|---|
| All Employees | Everyone in the company |
| Direct Reports | Only the people who report to you |
| Direct & Indirect Reports | Your reports and everyone beneath them |
| Specific Employees | Only the named employees on your role |
| Employees Based on Criteria | Only employees matching the rule on your role, such as a work location or department |
Every report permission states this plainly: a report returns results only for the employees your role can reach. Nothing on the report screen tells you which setting you are on, so a report that looks short is usually a narrower employee scope rather than missing data.
Beyond that, individual fields can be hidden from you even for employees you can reach, through the employee-level information permissions on your role. A report can therefore be missing a column rather than a row.
If your report looks wrong, check this first. Before assuming a data problem, ask your Employer Administrator what employee access your role has. Reports that summarise company-level figures behave differently from per-employee reports, so the two do not always reconcile.
Run a report now
- Open Reports from the left navigation. The available reports are listed on the left of the page. Click a report to read its description.
- Click Download Now.
- Answer the prompts the report asks for. Most reports ask for one or more of: calendar year, pay frequency, pay period or payroll number, a date range, an employee selection, or the output format.
- Click Run Report.
Small reports download at once. Larger reports run in the background. UZIO notifies you when the file is ready and places it in the View Reports area, where you download it from the Actions icon.
Schedule a report
Only some reports can be scheduled. A schedulable report shows a Schedule Later option next to Download Now.
- Select the report and choose Schedule Later.
- Choose the Frequency: Daily, Weekly, Bi-Weekly or Monthly.
- Set the Start Date and End Date of the schedule.
- Name the schedule, then click Schedule.
Each time a run finishes, UZIO emails you. The subject is the report name followed by "is downloaded", and the message asks you to log in and open the Reports section to collect the file. If a run fails, the subject is the report name followed by "download request has failed" and the message asks you to resubmit the request. Scheduled runs are listed on the report's page, searchable by schedule name and frequency, and can be removed with the delete icon.
Reports that offer Schedule Later:
- Time Off Balance Report and Time Off Used and Scheduled Report
- Payroll Deduction Report (benefit deductions from enrollments)
- Over Age Dependents Report, Benefit Change Report, Class Reconciliation Report, Transparency Report, Enrollment Cost Report and Specialty Benefits Report
- Employee Information Change Report and EOI Report
Some of these are also scheduled by UZIO automatically where they apply to your account: the Employee Information Change Report runs daily, and the EOI Report and Class Reconciliation Report run weekly. You do not need to set these up.
What each standard report answers
Which of these you see depends on your modules and permissions. Names on your screen may differ slightly from the catalogue names below.
Payroll
| Report | Use it when you need | It asks for |
|---|---|---|
| Payroll Register | Every employee's earnings, deductions, contributions and employee and employer taxes for one pay period | Year, payroll type, pay frequency, pay period or payroll number, format |
| Payroll Comparison | The same figures for the selected and the previous pay period side by side, with changes highlighted | Year, pay frequency, pay period |
| Total Payroll Cost | Your total payroll liability for one pay period, broken down | Year, payroll type, pay frequency, pay period |
| Group YTD Report | Year-to-date values for every pay component | Year, as-of date, components to include |
| Payroll Allocation | Payroll output allocated by the criteria you choose (for example department or location) over a date range | Date range, allocation criteria, employees |
| Payroll Direct Deposit | The direct deposit transactions for selected payrolls | Date range, payroll type, pay frequency |
| Check Payment Details and Check Pay Stub | Amounts and pay stubs for employees paid by check. UZIO does not print or mail checks | Date range or pay period |
| Deduction History and Contribution History | What was withheld from employees, or contributed by you, over a date range | Date range, payroll type |
| Assigned Deductions and Assigned Contributions | What will be withheld or contributed in future pay runs | none |
| Taxes Withheld | Employee and employer taxes over a date range | Date range, payroll type |
| Contractor Payment | Payments to 1099 Contractors over a date range | Date range |
| Prior Payroll Register | Pay history entered for employees who joined UZIO Payroll mid-year | Date range |
| Workers' Compensation Summary | Workers' compensation wages, hours and premiums by class code | Date range or pay period, format |
| IIF General Ledger File | A QuickBooks Desktop import file for the payroll's journal entries | Year, pay frequency, payroll type, date range |
Payroll tax filings
| Report | Use it when you need |
|---|---|
| Federal Tax Withholding Master | The figures for Forms 941, 944, 941 Schedule B and 945 Schedule A for a year and quarter |
| State Tax Withholding Master | The figures for a state's withholding returns, as of a date |
| State Unemployment Tax Master | The figures for a state's unemployment returns for a year and quarter |
Note: These worksheets support filings you make yourself. Where UZIO files and pays taxes on your behalf, see Understanding the Tax Payment Process.
Time and time off
| Report | Use it when you need |
|---|---|
| Time Entries Report | Every clock-in and clock-out, its duration, missed clock-outs and whether it was inside the geofence, by date range or pay period |
| Payroll Hours Summary | Total, overtime and double-overtime hours per employee with approval status, by pay period |
| Shift Assignment Report | Who is scheduled for which shift over a period |
| Time Off Balance Report | Balances, accruals and approved and unapproved time off per policy for a date range |
| Time Off Used and Scheduled Report | Time off taken and scheduled, with status |
Details for the time reports are in Time Tracking Reports; for the time off reports, see Accessing Time Off Reports.
HR
| Report | Use it when you need |
|---|---|
| Employee Turnover Report | Terminations and the turnover rate for a month, quarter or year |
| Equal Employment Opportunity Report | Headcount by job category, race/ethnicity and gender as of the run date, laid out for the EEO-1 filing |
Benefits and enrollment
| Report | Use it when you need |
|---|---|
| Payroll Deduction Report | The per-pay-period benefit deduction for each enrolled employee. See How Per-Pay-Period Deductions Are Calculated |
| Census Report | A snapshot of elections and coverage levels, often requested by carriers for quotes |
| Beneficiary Report | Beneficiaries recorded during enrollment |
| Over Age Dependents Report and Turning Age 65 Report | Dependents ageing out of coverage, and employees or dependents turning 65 in the next 90 days |
| Employee Information Change Report | New hires, terminations and address changes (also runs daily automatically) |
| Benefit Change Report | Enrollments, terminations and changes submitted in a date range |
| EOI Report | Pending, approved and denied Evidence of Insurability |
| Class Reconciliation Report | Employees whose class in the roster differs from how they are enrolled |
| Waiver Report, Electronic Form Consent Report, Underlying Medical Coverage Response | Enrollment-flow answers and waivers |
| 1094-C and 1095-C Offer of Coverage | ACA reporting data for a report year |
Common problems
A report I expect is not in the list
Either the module behind it is not enabled for your company, or your role does not include that report family. Check with your Employer Administrator, who can grant the family under Manage Users. If the module itself is missing, contact UZIO Support at support@uzio.com.
I clicked Run Report and nothing downloaded
Larger reports run in the background. Wait for the ready notification, then open View Reports and download from the Actions icon. If you also use the File Center, check its Download Request tab.
I received the "is downloaded" email but cannot find the file
The email does not carry the file. Log in, open Reports, select the report and download from View Reports. The email is sent only for scheduled runs; on-demand runs simply appear there.
Is there a report that lists only overtime hours?
No standard report isolates overtime. Run the Payroll Hours Summary for the pay period and filter the overtime column in Excel, or build a Custom Report Builder template from the Time Entry Summary (Per Pay Period) field group, which has separate overtime fields.
I need columns from two different reports in one file
Use the Custom Report Builder. It joins Employee, Payroll, Time Tracking and Time Off data by employee in a single template.
Still stuck?
If a report fails repeatedly, a scheduled report has stopped arriving, or a report you are entitled to is missing, please reach out to us at support@uzio.com or call +1-571-601-1752. Send the report name, the prompts you entered (pay period, dates, year), the date and time you ran it, and the exact text of any error or failure email.
Related articles
- Creating a Custom Report Template
- Scheduling Automated Report Delivery (Custom Report Builder schedules)
- Using the File Center
- Accessing Time Off Reports
- Time Tracking Reports
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