This article overviews the steps needed to generate and understand your payroll reports within Zorro.
How to Run a Payroll Report
Navigate to the Payroll tab in your Zorro dashboard.
You’ll see the Basic view by default — this is designed to show you:
Current deductions
Current reimbursements
Changes since your last payroll
Select your desired "Start date" for the pay period.
If you have a monthly, bi-weekly or weekly payroll cycle, the "End date" will auto-populate based on an automatic calculation.
For semi-monthly payroll, you’ll need to enter the end date manually as it is not a predefined period length.
Click “Generate Report.”
Who Appears in the Report?
Reports include employees with active coverage during the pay period you select and new employees whose application was processed during the pay period (to make sure their deductions/reimbursements are added), as well as employees whose coverage has ended (to make sure their deductions/reimbursements are removed).
For existing enrollments or new additions, included employees will be those with an active enrollment status that falls within the payroll window:
For instance, if the period runs from 5/27 through 6/9, anyone with coverage as of 6/1 will be included.
If the period runs from 6/13 through 6/26, anyone with coverage as of 6/1 will be included.
The employees included will be those with the statuses ‘Active Coverage’ and ‘Application Sent’, with relevant coverage dates.
For employees who are ending their coverage, included employees will be those with an enrollment end date that falls within the payroll window.
For instance, if your pay period is from 5/27 through 6/9, and an employee ended coverage on 5/31, they will be included in the report.
Report Outputs
Views
There are two views to the report:
Full pay period report - to be used when you set up your initial, first payroll, or review the report amounts for all employees in the specific payroll.
Actions required - the default view, to be used on an ongoing basis, and when you’d like to know what specific actions you need to take (assuming all other enrollments/records that do not require action are less important because you’ve set them up already)
Sort the report under this view by “Last Updated” or “Action Type” to easily identify what’s new.
Action types
The Action Type column in the “Actions Required” view indicates what kind of update is needed in payroll. Each label corresponds to a specific type of adjustment. See below for descriptions.
Columns
When you're updating your payroll system, focus on the rightmost columns in the report:
Column | Description |
Deductions | Amount to deduct from the employee’s paycheck. Applies to employees using Zorro Pay who selected plans that exceed their monthly allowance.
|
Reimbursements | Amount to reimburse to employees (usually with Medicare or paying out of pocket). |
Employer Contribution | Employer’s portion of the premium, adjusted to match your pay cycle. |
Effective From | The date the enrollment becomes effective. |
Effective Until | This new column shows the last day of coverage or the day before a new enrollment becomes effective. |
Last Updated | Timestamp of when the enrollment was last modified in Zorro. |
Action Type (in “Actions Required” view) | Add: A new enrollment that requires a deduction or reimbursement to be initiated. Remove: A cancellation or termination where the deduction or reimbursement should be stopped.
Change: An adjustment to an existing amount, often due to a plan change or premium update
Retroactive: A change that occurred in the past but is being processed now, which may require corrections or catch-up entries in payroll. One-time correction: A prorated amount applied to account for a mid-month change, usually triggered by a qualifying life event such as the birth of a child, that requires a partial-month adjustment. |
Downloading the Report
Once your data is ready:
Click “Download CSV” to export your report.
Make required updates in your payroll system or share it with your accounting team.
Advanced Mode (Optional)
Need more customization?
If you need insight into historical payroll deductions and reimbursements or more flexibility in the cycle selection, the Advanced Mode provides enhanced reporting capabilities.
While the Basic Mode shows current pay period deduction and reimbursement amounts, Advanced Mode allows you to get past details, which may be helpful to reconcile past payroll cycles.
Switch to Advanced Mode to:
Run historical reports by selecting a pay period that has already occurred his is useful for auditing, payroll reconciliation, or correcting past deductions.
Review when prior changes were made by defining the “Indicate changes since” date to any date before the start of the pay period. This date will act as the cutoff for calculation of whether an action should take place.
Generating and Understanding Payroll Reports
Best Practices for Payroll Reporting
Keep in mind that Zorro’s payroll report is not exposed to what has occurred in the payroll system if you are not using the payroll integration feature. You will need to track required actions and note which ones your team has performed and which are pending.