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"
