Difference between revisions of "Monthly Reports"
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| + | == '''Monthly Reports''' == | ||
Monthly Reports are those reports which the management of the organization / institute requires for various purposes. The system has the functionality to generate various such reports. These reports include: | Monthly Reports are those reports which the management of the organization / institute requires for various purposes. The system has the functionality to generate various such reports. These reports include: | ||
# Group Salary Sheet. | # Group Salary Sheet. | ||
| Line 7: | Line 8: | ||
# Arrear Calculation Consolidated Report | # Arrear Calculation Consolidated Report | ||
We will understand how each report is different from one another and its importance. The systems provides functionality to download all the reports in .pdf or .excel format. | We will understand how each report is different from one another and its importance. The systems provides functionality to download all the reports in .pdf or .excel format. | ||
| − | |||
== '''Role''' == | == '''Role''' == | ||
Finance Admin | Finance Admin | ||
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==== Arrear Calculation Consolidated Report ==== | ==== Arrear Calculation Consolidated Report ==== | ||
Similar to the Arrear Calculation Monthly report, this report also helps to know consolidated arrear calculation of employees department wise or according to the specific department. The additional functionality in this report is that this report can be viewed for multiple months. | Similar to the Arrear Calculation Monthly report, this report also helps to know consolidated arrear calculation of employees department wise or according to the specific department. The additional functionality in this report is that this report can be viewed for multiple months. | ||
| + | |||
| + | == '''Step by Step''' == | ||
| + | # Grouped Salary Sheet | ||
| + | [[File:Group Salary Sheet1.jpg|center|frameless|991x991px]] | ||
| + | [[File:Group Salary Sheet2.jpg|center|frameless|982x982px]] | ||
| + | |||
| + | 2. Payroll Register | ||
| + | [[File:Payroll Register1.jpg|center|frameless|994x994px]] | ||
| + | [[File:Payroll Register2.jpg|center|frameless|992x992px]]3. Salary Summary | ||
| + | [[File:Salary Summary1.jpg|center|frameless|991x991px]] | ||
| + | [[File:Salary Summary2.jpg|center|frameless|988x988px]] | ||
| + | |||
| + | 4. Parameter wise Report | ||
| + | [[File:Parameterwise Report.jpg|center|frameless|992x992px]] | ||
| + | [[File:Parameterwise Report1.jpg|center|frameless|984x984px]] | ||
| + | |||
| + | 5. Arrear Calculation Monthly Report | ||
| + | |||
| + | [[File:Arrear Calculation Monthly Report.jpg|center|frameless|991x991px]] | ||
| + | [[File:Arrear Calculation Monthly Report1.jpg|center|frameless|994x994px]] | ||
Latest revision as of 11:52, 30 March 2020
Contents
Monthly Reports
Monthly Reports are those reports which the management of the organization / institute requires for various purposes. The system has the functionality to generate various such reports. These reports include:
- Group Salary Sheet.
- Pay Roll Register.
- Salary Summary.
- Parameter wise Report.
- Arrear Calculation Monthly Report
- Arrear Calculation Consolidated Report
We will understand how each report is different from one another and its importance. The systems provides functionality to download all the reports in .pdf or .excel format.
Role
Finance Admin
Path
- Group Salary Sheet - Salary » Monthly Reports » Grouped Salary Sheet.
- Pay Roll Register - Salary » Monthly Reports » Pay Roll Register.
- Salary Summary - Salary » Monthly Reports » Salary Summary.
- Parameter wise Report - Salary » Monthly Reports » Parameter Wise Report.
- Arrear Calculation Monthly Report - Salary » Monthly Reports » Arrear Calculation Monthly Report.
- Arrear Calculation Consolidated Report - Salary » Monthly Reports » Arrear Calculation Consolidated Report.
Inputs Needed
- Salary should be published for the month for which the reports needs to be extracted.
- Employee Arrear Calculation should be freezed.
Functionality
Group Salary Sheet
This sheet allows to view department wise or consolidated salary report for all employees. The group salary sheet includes increment as well as decrement parameters for all employees and also shows amount paid to the employees against the parameters.
Pay Roll Register
Similar to group salary sheet this report allows to view employees gross earnings / deductions / gross salary and net salary. This report too can be viewed department wise and according to the post types.
Salary Summary
As the name describes, this report helps to know the Gross Salary, Total deductions and the net salary paid to all the employees. This report too can be viewed department wise and according to the post types.
Parameter wise Report
As the name suggests this report includes the amounts paid to employees parameter wise. As we are aware that employees salary consists of various components. This report helps us to know the salary paid to the employees against each component for which the salary calculation is done. It also provides detailed bifurcation of employees salary (for both increment as well as decrement parameters).
Arrear Calculation Monthly Report
This report shows the employee wise monthly arrear calculation which means if an employee has received increment in a particular month, then the report will show the difference in the amount before and after the increment. If there is no increment for an employee then the difference amount will same as the old amount and the new amount will be displayed as 0 (zero).
Arrear Calculation Consolidated Report
Similar to the Arrear Calculation Monthly report, this report also helps to know consolidated arrear calculation of employees department wise or according to the specific department. The additional functionality in this report is that this report can be viewed for multiple months.
Step by Step
- Grouped Salary Sheet
2. Payroll Register
4. Parameter wise Report
5. Arrear Calculation Monthly Report
