How to Set Up Automated Paycor Reports for Team Engine

Team Engine can securely receive automated employee reports directly from your Paycor account.

This is a reporting-only setup, meaning once it’s configured, no ongoing manual exports or uploads are required. ✅

Setup typically takes 10–15 minutes.

🧾 What You’ll Need

A Paycor user with permission to create and schedule reports
Access to Reports or Analytics in Paycor
The Team Engine reporting email:

hr.reports@teamengine.io
Approximately 10–15 minutes for setup

📌 Report recipients do not need to be Paycor users.

📊 What’s Included in the Automated Report

Your report should include the employee data needed to keep Team Engine up to date, such as:

Employee Full Name
Employee ID
Employment Status (Active or Terminated)
Hire Date
Termination Date (if applicable)
Job Title
Location and/or Department
Email Address and/or Mobile Phone Number

Your Team Engine representative will confirm the exact required fields before finalizing setup.

Step-by-Step Setup Instructions

1️⃣ Log Into Paycor

2️⃣ Navigate to Reports or Analytics

From the main menu, select Reports or Analytics, depending on your Paycor version.

3️⃣ Create or Open a Report

Click Create Custom Report, OR
Open an existing employee report to modify.

4️⃣ Add Required Data Fields

Include the employee fields listed above.

Be sure all required identifiers and status fields are included.

5️⃣ Apply Filters (If Needed)

For example:

Active employees only
Specific departments or locations

Confirm filters align with how employees should appear in Team Engine.

Select Schedule or Subscribe, depending on your Paycor interface.

7️⃣ Configure Delivery Settings

📅 Frequency

Daily (recommended)
Weekly (if daily updates are not required)

Daily delivery ensures new hires, terminations, and updates stay in sync.

📄 File Format

Excel or CSV

📧 Recipient Email

Enter:

hr.reports@teamengine.io

8️⃣ Save & Activate

Click Save and confirm the schedule is active.

Once saved, the report will automatically send on your selected cadence. 🎉

🔄 How This Works Going Forward

Reports are sent automatically based on your schedule
No manual exporting or uploads required
Team Engine securely receives the report
Employee data stays aligned and up to date
You maintain full control over report content and recipients

⚠️ Important Notes

Only Paycor users can edit or manage the report
External recipients receive the file only (not Paycor access)
Review sensitive fields before scheduling
Report fields or frequency can be updated at any time

🤝 Need Help?

Our team is happy to:

Confirm required data fields
Recommend the best delivery cadence
Review your report setup
Walk through configuration live if helpful

If you’d like assistance, just let us know — we’re here to make the setup smooth and simple.