Reports & Analytics

The Payroll module provides comprehensive reporting capabilities for analysis, compliance, and decision-making.

Available Reports

1. Payslips

Purpose: Individual salary slips for employees

How to Generate:

1. Go to Payroll → Reports → Payslips

2. Select month and year

3. Choose employee (or select all)

4. Click "Generate Payslips"

5. Download as PDF or email directly to employees

Contains: Employee details, earnings breakdown, deductions breakdown, net salary, payment details

2. Salary Register

Purpose: Consolidated salary report for all employees

How to Generate:

1. Go to Payroll → Reports → Salary Register

2. Select month and year

3. Choose format (Summary or Detailed)

4. Apply filters (department, branch, etc.)

5. Click "Generate Report"

6. Export to Excel or PDF

Contains: Employee-wise salary details, component-wise breakup, totals

3. Bank Transfer Report

Purpose: Generate bank payment files for salary transfer

How to Generate:

1. Go to Payroll → Reports → Bank Transfer

2. Select month and approved payroll

3. Choose bank format (NEFT, RTGS, or custom)

4. Click "Generate File"

5. Download and upload to bank portal

Contains: Employee name, account number, IFSC code, net salary amount

4. PF Report (ECR)

Purpose: Provident Fund compliance report

How to Generate:

1. Go to Payroll → Reports → Statutory → PF Report

2. Select month and year

3. Click "Generate ECR"

4. Download in EPFO-compatible format

5. Upload to EPFO portal

Contains: UAN, employee PF contribution, employer PF contribution, pension contribution

5. ESI Report

Purpose: Employee State Insurance compliance report

How to Generate:

1. Go to Payroll → Reports → Statutory → ESI Report

2. Select month and year

3. Click "Generate Report"

4. Download in ESIC-compatible format

Contains: ESI number, gross wages, employee ESI, employer ESI

6. Professional Tax Report

Purpose: State-wise PT deduction report

How to Generate:

1. Go to Payroll → Reports → Statutory → PT Report

2. Select month and year

3. Select state

4. Click "Generate Report"

Contains: Employee details, PT deducted, state-wise summary

7. TDS Report (Form 24Q)

Purpose: Tax deduction at source report

How to Generate:

1. Go to Payroll → Reports → Statutory → TDS Report

2. Select quarter

3. Click "Generate 24Q"

4. Download in TDS return format

Contains: PAN, gross salary, deductions, taxable income, TDS deducted

8. Form 16

Purpose: Annual TDS certificate for employees

How to Generate:

1. Go to Payroll → Reports → Form 16

2. Select financial year

3. Choose employee (or all)

4. Click "Generate Form 16"

5. Download and distribute to employees

Contains: Annual salary, deductions, tax paid, employer details

9. Attendance vs Salary Report

Purpose: Compare attendance with salary paid

Contains: Days present, days absent, LOP days, LOP amount, net salary

10. Loan & Advance Report

Purpose: Track all loans and advances

Contains: Loan amount, EMI, outstanding balance, closure date

11. Reimbursement Report

Purpose: Track all reimbursement claims

Contains: Category, amount, status, approval date, payment date

12. Cost Center Report

Purpose: Department/branch-wise salary cost analysis

Contains: Department, employee count, total salary, average salary

Analytics Dashboard

The Payroll Dashboard provides real-time analytics:

• Monthly Trends: Salary trends over months

• Component Analysis: Breakdown of earnings and deductions

• Statutory Compliance: PF, ESI, PT, TDS summary

• Loan Status: Active loans and outstanding amounts

• Reimbursement Status: Pending and approved claims

• Salary Distribution: Highest, lowest, average salaries

Export Options

All reports can be exported in multiple formats:

• Excel: For further analysis and manipulation

• PDF: For printing and sharing

• CSV: For importing into other systems