PLATFORM / FINANCE + REPORTING / Reporting + analytics
Answers for your CFO without an export.
Build reports across payroll, time, and HR data, schedule them to your inbox, or pull data through our API.
- REPORTS
- Prebuilt and custom
- SCHEDULING
- Daily, weekly, per run
- DASHBOARDS
- Labor cost and headcount
- API
- REST, documented
WHAT'S INCLUDED
- 01
Report builder
Any field, any filter, saved and shared.
- 02
Labor cost
By department, location, or project.
- 03
Headcount and turnover
Trends over any time period.
- 04
Scheduled delivery
Reports sent to finance after every run.
- 05
Audit trail
Every change logged with who and when.
- 06
Open API
Connect your data warehouse or BI tool.
HOW IT WORKS
From data to decision.
- 01Pick a report. Start from 60+ templates.
- 02Customize. Add fields and filters.
- 03Share. Schedule to anyone, with access controls.
QUESTIONS ABOUT Reporting + analytics
- Which plan includes reporting + analytics?
- It is included from the Payroll plan up.
- Does it share data with the rest of Worklio?
- Yes. Every module works from one employee record, so changes flow to payroll, time, benefits, and reporting automatically.
- Can we add it later?
- Yes. Modules can be added at any time; your data is already in place.
SECURITY
Audited controls on every module.
SOC 2 Type II, ISO 27001, 27018, and 9001. Layered access rights, two-factor authentication, and a full audit trail.
IMPLEMENTATION
A named team, parallel runs first.
Fastest for 50 to 500 employees, phased for multi-entity enterprises. Your timeline depends on entities, states, integrations, and data quality.
WORKLIO INSURANCE
Benefits and comp, billed with payroll.
Benefits admin is free when Worklio Insurance Services is your broker of record.
- PAYROLL AND TAXES PAID
- $35+ Billion
- ACH TRANSACTIONS
- 23+ Million
- W-2S / 1099S PROCESSED
- 4.3+ Million
- EMPLOYEES PAID
- 2.8+ Million
TRUSTED BY PARTNERS INCLUDING
