Difference between revisions of "Yearly Reports"
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| − | == Annual Reports == | + | == '''Annual Reports''' == |
Similar to the Monthly reports, Annual / Yearly reports are those reports which are consolidated financial reports of individual employees for a given Financial Year. The system has the provision to extract three such annual reports namely: | Similar to the Monthly reports, Annual / Yearly reports are those reports which are consolidated financial reports of individual employees for a given Financial Year. The system has the provision to extract three such annual reports namely: | ||
# Earn Card | # Earn Card | ||
# Parameter Wise Yearly Report | # Parameter Wise Yearly Report | ||
# Annual Payable-Transfer Report | # Annual Payable-Transfer Report | ||
| + | In this particular page we will see in detail how each of these reports vary from one another. | ||
| + | |||
| + | == '''Role''' == | ||
| + | Finance Admin | ||
| + | |||
| + | == '''Inputs Needed''' == | ||
| + | * Finance Policy should be defined. | ||
| + | * Salary should be published for the employees. | ||
| + | |||
| + | == '''Functionality''' == | ||
| + | |||
| + | ==== Earn Card ==== | ||
| + | * Earn Card is a report where employee wise employee wise earnings can be viewed. | ||
| + | * For a given Financial Year i.e. (April to March), employees net salary paid can be viewed. | ||
| + | * This report shows employee wise addition and deduction components of their salary. | ||
| + | |||
| + | ==== Parameter Wise Yearly Report ==== | ||
| + | * This report allows to view the gross earning of the employees along with the specific or multiple parameters selected by the user. | ||
| + | * This report is also generated for a given financial year i.e. (April to March). | ||
| + | |||
| + | ==== Annual Payable-Transfer Report ==== | ||
| + | * This report allows to view month wise calculated and transferred salary for a given Financial Year (April to March) | ||
| + | * This report is divided into 3 different sections: | ||
| + | # Unpaid (un-published amount) | ||
| + | # Calculated (published amount) | ||
| + | # Transferred (marked as payable) | ||
| + | |||
| + | == '''Step by Step''' == | ||
Latest revision as of 12:10, 30 March 2020
Contents
Annual Reports
Similar to the Monthly reports, Annual / Yearly reports are those reports which are consolidated financial reports of individual employees for a given Financial Year. The system has the provision to extract three such annual reports namely:
- Earn Card
- Parameter Wise Yearly Report
- Annual Payable-Transfer Report
In this particular page we will see in detail how each of these reports vary from one another.
Role
Finance Admin
Inputs Needed
- Finance Policy should be defined.
- Salary should be published for the employees.
Functionality
Earn Card
- Earn Card is a report where employee wise employee wise earnings can be viewed.
- For a given Financial Year i.e. (April to March), employees net salary paid can be viewed.
- This report shows employee wise addition and deduction components of their salary.
Parameter Wise Yearly Report
- This report allows to view the gross earning of the employees along with the specific or multiple parameters selected by the user.
- This report is also generated for a given financial year i.e. (April to March).
Annual Payable-Transfer Report
- This report allows to view month wise calculated and transferred salary for a given Financial Year (April to March)
- This report is divided into 3 different sections:
- Unpaid (un-published amount)
- Calculated (published amount)
- Transferred (marked as payable)
