Functionality: Allows to generate a report for specific requirements or preferences regarding payroll-related data.

Accessibility: Admin role only


Process :-

Option 1: Generate the report as per the CTC inputs entered in the system

Path: Home>>Payroll>>Payroll Reports>>Payroll Custom Report

Steps - 

  • Select Salary Master from the Show Data drop-down.
  • Provide the month range and employee number, or keep them blank for all employee records.
  • Select employee details and pay heads as per requirement.
  • Align the selected heads to use the cursor.
  • Do the selection of all employees, hold employees, or F&F employees.
  • Create the preset by providing the name in Preset.
  • Select the Excel report if required.
  • Click to Show Report


 




Option 2: Generate the report as per monthly salary calculation 

Path: Home>>Payroll>>Payroll Reports>>Payroll Custom Report

  • Select calculated or generated from the show data drop-down.
  • Provide the month range and employee number, or keep them blank for all employee records.
  • Select employee details and pay heads as per requirement.
  • Align the selected heads to use the cursor.
  • Do the selection of all employees, hold employees, or F&F employees.
  • Create the preset by providing the name in Preset.
  • Select the Excel report if required.
  • Click to Show Report




Process to create preset

  • Select calculated or generated from the show data drop-down.
  • Provide the month range and employee number, or keep them blank for all employee records.
  • Select employee details and pay heads as per requirement.
  • Align the selected heads to use the cursor.
  • Do the selection of all employees, hold employees, or F&F employees.
  • Create the preset by providing the name in Preset.
  • Select the Excel report if required.
  • Click to show the report.

The created preset name will display in "Load from preset"



Process to download report by present name

  • Select the month and preset name from the drop-down
  • Click to show report

This report displays the selected head, which was selected while creating the preset.


Process to delete preset

  • Select the month and preset name from the drop-down
  • Click to show report


  • After deleting, Message will be displayed "Preset deleted successfully"