Generating Payroll Dashboard

To generate Payroll Dashboard Report:

On the Reports menu, under Payroll, click Payroll Dashboard.

The Payroll Dashboard page appears.

In the Month drop down box, select the month.
In the Year drop down box, select the year.
In the Type drop down box, select the type of the payroll dashboard.

If you want to generate bank advise report in payroll dashboard, click Bank Advise from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the bank advise report are:

Bank Advise report columns

Field	Description
Employee Code	Displays the code of the employee
Employee Name	Displays the name of the employee
Bank Account	Displays the bank account details of the employee
Bank Name	Displays the name of the bank
IFSC	Displays the IFSC (Indian Financial System Code) details of the employee
Amount	Displays the amount present in the account of the employee

If you want to generate bank advise FNF report in payroll dashboard, click Bank Advise FNF from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the bank advise FNF report are :

Bank Advise FNF report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee
Account Holder Name	Displays the account holder name.
Account Number	Displays the account number of the employee.
Net Amount	Displays the net amount present in the account of the employee.

If you want to generate bank summary report in payroll dashboard, click Bank Summary from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the bank summary report are:

Bank Summary report columns

Field	Description
Total Net Pay	Displays the total net payment
Salary Paid	Displays the salary paid to the employee
Bank	Displays the name of the bank
Total for Banks	Display the total for banks
Cash Payment	Displays the cash paid to the employee
By Cheque	Displays the amount paid to the employee by cheque
Stop Payment	Displays the stop payment
Final Settlement	Displays the final settlement
Total	Displays the total amount
Difference	Displays the difference between total net pay and total amount

If you want to generate bonus report in payroll dashboard, click Bonus Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the bonus report are:

Bonus Report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee
Date of Joining	Displays the date the employed joined
Rehire Date	Displays the rehire date of the employee
Function	Displays the employees function in the company
Department	Displays the department of the employee
Grade	Displays the grade of the employee
Basic	Displays the basic salary of the employee
Professional Fee	Displays the professional fees of the employee
Conveyance Allowance	Displays the conveyance allowance of the employee
DA	Displays the dearness allowance
House Rent Allowance	Displays the house rent allowance of the employee
Telephone Reimbursement	Displays the telephone reimbursement
Other Allowance taxable	Displays the other taxable allowance
Other Allowance Non-taxable	Displays the other non-taxable allowance
Incentive Session	Displays the incentive session

If you want to generate By Cheque report in payroll dashboard, click By Check Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the By Check report are:

By Check Report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee
Account Holder Name	Displays the account holder name
Account Number	Displays the account number
Net Amount	Displays the net amount present in the account of the employee

If you want to generate CTC Reconciliation in payroll dashboard, click CTC Reconciliation from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the CTC Reconciliation Report are:

CTC Reconciliation Report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee
CTC	Displays the CTC (Cost to Company) paid to the employee
Effective Date	Displays the date from when the CTC is effective
Basic	Displays the basic salary paid to the employee
Dearness Allowance	Displays the dearness allowance
House Rent Allowance	Displays the house rent allowance
Medical	Displays the medical part of the CTC
Amount Paid	Displays the total amount paid to the employee

If you want to generate ESI Report in payroll dashboard, click ESI Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the ESI Report are:

ESI Report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee
Date of Joining	Displays the joining date of the employee
Department	Displays the department to which the employee belongs to
Location	Displays the location from where the employee is
Branch	Displays the branch to which the employee belongs to
Basic	Displays the basic salary of the employee
RFB
Conveyance Allowance	Displays the conveyance allowance provided to the employee
Dearness Allowance	Displays the dearness allowance provided to the employee
House Rent Allowance	Displays the house rent allowance provided to the employee
ESI Earnings	Displays the ESI (Employees State Insurance) earnings provided to the employee
ESI Employee Contribution (1.75%)	Displays the ESI (Employees State Insurance) employee contribution of 1.75%
ESI Employee Contribution (4.75%)	Displays the ESI (Employees State Insurance) employee contribution of 4.75%
ESI Total Contribution	Displays the ESI (Employees State Insurance) total contribution

If you want to generate ESI Statewise Report in payroll dashboard, click ESI Statewise Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the ESI Statewise Report are:

ESI Statewise Report columns

Field	Description
State Code	Displays the state code of the employee
Name	Displays the name of the employee
ESI Salary	Displays the ESI (Employees State Insurance) salary
No. of Employees	Displays the number of employees
Employee ESI	Displays the ESI (Employees State Insurance) of the employee
Employer ESI	Displays the ESI (Employees State Insurance) of the employer
Total ESI	Displays the total ESI (Employee State Insurance)

If you want to generate Full and Final Settlement Report in payroll dashboard, click Full and Final Settlement Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the Full and Final Settlement Report are:

Full and Final Settlement Report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee

If you want to generate Income Tax Report in payroll dashboard, click Income Tax Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the Income Tax Report are:

Income Tax Report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee
Gross Earnings	Displays the gross earnings of the employee
Tax Paid (TDS)	Displays the tax paid by the employee
Surcharge Paid	Displays the surcharge paid by the employee
Educational Cess In Tax	Displays the educational cess in tax
Total Tax Paid	Displays the total tax paid by the employee

If you want to generate New Joinee Details Report in payroll dashboard, click New Joinee Details Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the New Joinee Details Report are:

New Joinee Details Report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee
Gender	Displays the gender of the employee
Father/Husband Name	Displays the name of father/husband of the employee
Date of Birth	Displays the date of birth of the employee
Location	Displays the location from where the employee is
Date of Joining	Displays the date of joining of the employee
Department	Displays the department of the employee
Designation	Displays the designation of the employee
Grade	Displays the grade of the employee
Division	Displays the division from where the employee belongs
Bank	Displays the name of the bank
Bank Account Number	Displays the bank account number
Salary Pay Mode	Displays the salary pay mode
E mail	Displays the email ID of the employee
PF Number	Displays the provident fund number
PF Joining	Displays the date on which the PF was started
Marital Status	Displays the marital status of the employee
No. of Children	Displays the number of children of the employee
PAN	Displays the Permanent Account Number of the employee
ESI No.	Displays the ESI (Employee State Insurance) Number of the employee
Consultant	Displays whether the candidate was recruited from the consultant or directly
Web Access	Displays whether the employee has web access
Employee Handicapped?	Displays whether the employee is handicapped or not.
Salary Details	Displays the salary details of the employee
Employee Severe Disability	Displays whether the employee has severe disability or not
Dependent having Severe Disability	Displays whether the candidate has anyone who has severe disability
UAN	Displays the Universal Account Number (of the employee)
Basic	Displays the basic salary paid to the employee
DA	Displays the dearness allowance
Fixed Salary	Displays the fixed salary paid to the employee
Gross	Displays the gross amount paid to the employee
HRA	Displays the house rent allowance
PF	Displays the provident fund of the employee
Special Allowance	Displays the special allowance paid to the employee
Total CTC	Displays the total cost to company paid to the employee
Variable Pay	Displays the variable pay paid to the employee
CTC	Displays the cost to company paid to the employee

If you want to generate No PAN Report in payroll dashboard, click No PAN Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the No PAN Report are:

No PAN Report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee
Date of Joining	Displays the joining date of the employee
Pan No.	Displays the permanent account number of the employee

If you want to generate PAN Report in payroll dashboard, click PAN Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the PAN Report are:

PAN Report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee
Date of Joining	Displays the joining date of the employee
PAN Number	Displays the pan number of the employee

If you want to generate Pending Deduction Report in payroll dashboard, click Pending Deduction Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the Pending Deduction Report are:

Pending Deduction Report columns

Field	Description
Employee Code	Displays the employee code
Employee Name	Displays the employee name
Period	Displays the pending deduction period
Status	Displays the status of the employee

If you want to generate PF Form 10 Report in payroll dashboard, click PF Form 10 Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the PF Form 10 Report are:

PF Form 10 Report columns

Field	Description
Serial Number	Displays the serial number
Account Number	Displays the account number of the employee
Name of member (in block letters)	Displays the name of member
Father’s name (or husband’s name in case of married woman)	Displays the father’s name or husband’s name
Date of Leaving Service	Displays the date of leaving service
Reasons for Leaving Service	Displays the reasons for leaving service
Remarks	Displays the remarks

If you want to generate PF Form 5 Report in payroll dashboard, click PF Form 5 Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the PF Form 5 Report are:

PF Form 5 Report columns

Field	Description
Serial Number	Displays the serial number
Account Number	Displays the account number of the employee
Name of the Employees	Displays the name of the employee
Father’s name (or husband’s name in case of married woman)	Displays the father’s name or husband’s name
Date of Birth	Displays the date of birth of the employee
Sex	Displays the gender of the employee
Date of Joining the Fund	Displays the date of joining the fund of the employee
Total period of previous service as on the date of joining the Fund (Enclose Scheme certificate if applicable)	Displays the total period of the previous service as on the date of joining the fund
Remarks	Displays the remarks

If you want to generate Professional Tax Report in payroll dashboard, click Professional Tax Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the Professional Tax Report are:

Professional Tax Report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee
Department	Displays the department of the employee
Designation	Displays the designation of the employee
Location	Displays the location from where the employee works
Branch	Displays the branch where the employee works
Professional Tax	Displays the professional tax the employee has to pay

If you want to generate Provident Fund Report in payroll dashboard, click Provident Fund Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the Provident Fund Report are:

Provident Fund Report columns

Field	Description
Employee Code	Displays the code of the employee
Employee Name	Displays the name of the employee
Date of Join	Displays the joining date of the employee
Date Leave	Displays the leaving date of the employee
UAN	Displays the Universal Account Number
EPF/EPS Number	Displays the EPF/EPS number
Branch	Displays the branch where the employee works
Location	Displays the location from where the employee works
Base Salary	Displays the base salary of the employee
Employee PF A/c 01	Displays the employee PF account number
PF Admin Charges A/c 02	Displays the employee PF admin charges account number
EPS Contribution A/c 10	Displays the EPS contribution account number 10
EDLI Contribution A/c 21	Displays the EDLI contribution account number
VPF A/c 01	Displays the VPF account number
Total	Displays the total amount charged to the employee

If you want to generate PT Slab Report in payroll dashboard, click PT Slab from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the PT Slab Report are:

Professional Tax Slab Report columns

Field	Description
State Name	Displays the state name of the PT (Professional Tax) Slab
Slab	Displays the professional tax slab
No. of Employees	Displays the number of employees in that slab
Total PT Amount	Displays the amount associated with that slab

If you want to generate Salary Reconciliation Report in payroll dashboard, click Salary Reconciliation Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the Salary Reconciliation Report are:

Salary Reconciliation Report columns

Field	Description
Employee ID	Displays the employee ID
Employee Name	Displays the employee name
Date of Joining	Displays the joining date of the employee
Date of Leaving	Displays the leaving date of the employee
Department Name	Displays the department name of the employee
Location Name	Displays the location from where the employee belongs
Division Name	Displays the division name of the employee
Paid Days	Displays the number of days for which the employee has been paid
LOP Days	Displays the number of days for which the employee will not be paid
Basic Curr	Displays the basic current salary of the employee
Basic Prev	Displays the basic previous salary of the employee
Basic XDiff	Displays the difference between basic current salary and basic previous salary
DA Curr	Displays the current dearness allowance of the employee
DA Prev	Displays the previous dearness allowance of the employee
DA XDiff	Displays the difference between current dearness allowance and previous dearness allowance of the employee
House Rent Allowance Curr	Displays the current house rent allowance of the employee
House Rent Allowance Prev	Displays the previous house rent allowance of the employee
House Rent Allowance XDiff	Displays the difference between current house rent allowance and previous house rent allowance of the employee
Medical Curr	Displays the current medical salary part of the CTC
Medical Prev	Displays the previous medical salary part of the CTC
Medical XDiff	Displays the difference between current medical salary part and previous salary part
Car Loan Curr	Displays the current car loan of the employee
Car Loan Prev	Displays the previous car loan of the employee
Car Loan XDiff	Displays the difference between current car loan and previous car loan of the employee
Employees State Insurance Curr	Displays the current employees state insurance of the employee
Employees State Insurance Prev	Displays the previous employees state insurance of the employee
Employees State Insurance XDiff	Displays the difference between current employees state insurance and previous employees state insurance of the employee
Income Tax Curr	Displays the current income tax of the employee
Income Tax Prev	Displays the previous income tax of the employee
Income Tax XDiff	Displays the difference between current income tax and previous income tax of the employee
Professional Tax Curr	Displays the current professional tax of the employee
Professional Tax Prev	Displays the previous professional tax of the employee
Professional Tax XDiff	Displays the difference between current and previous income tax of the employee
Gross Salary Curr	Displays the current gross salary of the employee
Gross Salary Prev	Displays the previous gross salary of the employee
Deduction Curr	Displays the difference between current and previous gross salary of the employee
Deduction Prev	Displays the previous deducted amount of the employee
Deduction XDiff	Displays the difference between current and previous deducted amount of the employee
Net Salary Curr	Displays the current net salary of the employee
Net Salary Prev	Displays the previous net salary of the employee
Net Salary XDiff	Displays the difference between current and previous net salary of the employee

If you want to generate Salary Register Report in payroll dashboard, click Salary Register Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria

Click to know how to use the navigation bar on the report.

The columns displayed in the Salary Register Report are:

Salary Resgister Report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee
Department	Displays the department of the employee
Designation	Displays the designation of the employee
Division	Displays the division of the employee
Location	Displays the location from where the employee works
Status	Displays the status of the employee
Actual Days	Displays the actual number of days the employee has worked
Paid Days	Displays the number of days for which the employee has been paid
LOP Days	Displays the number of days for which the employee will not be paid
Medical	Displays the medical part of the CTC
Basic	Displays the basic salary of the employee
House Rent Allowance	Displays the house rent allowance
Dearness Allowance	Displays the dearness allowance
Gross Earnings	Displays the gross earnings of the employee
Employees State Insurance	Displays the employees state insurance amount of the employee
PF	Displays the provident fund of the employee
Professional Tax	Displays the professional tax of the employee
Income Tax	Displays the income tax of the employee
Car Loan	Displays the car loan of the employee
Total Deduction	Displays the total deducted amount of the employee
Net Pay	Displays the total net amount paid to the employee

If you want to generate Salary Revision Report in payroll dashboard, click Salary Revision Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the Salary Revision Report are:

Salary Revision Report columns

Field	Description
Employee No.	Displays the employee number
Employee Name	Displays the employee name
Effective Date	Displays the date from when the Salary Revision is effective
Salary Type	Displays the type of salary
Basic Pay (Taxable)	Displays the basic pay (taxable) of the employee
House Rent Allowance (Taxable)	Displays the house rent allowance (taxable)
Conveyance (Taxable)	Displays the conveyance allowance (taxable) of the employee
Leave Travel Allowance (Taxable)	Displays the leave travel allowance (taxable) of the employee
Medical Reimbursement (Taxable)	Displays the medical reimbursement part (taxable) of the employee
Phone (Taxable)	Displays the amount which company made for the telephone bill
Executive Allowance (Taxable)	Displays the executive allowance (taxable) of the employee
Vehicle Maintenance (Non – Taxable)	Displays the vehicle maintenance (non – taxable) of the employee
Driver Salary (Non – Taxable)	Displays the driver salary (non-taxable)
Education Allowance (Taxable)	Displays the education allowance (taxable)
Hostel Allowance (Taxable)	Displays the hostel allowance (taxable)
Voluntary Provident Fund (Non – Taxable)	Displays the voluntary provident fund (non – taxable)

If you want to generate Salary YTD Register Report in payroll dashboard, click Salary YTD Register Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the Salary YTD Register Report are:

Salary YTD Register Report columns

Field	Description
Employee ID	Displays the ID of the employee
Employee Name	Displays the name of the employee
Designation	Displays the designation of the employee
Location	Displays the location from where the employee works
Grade	Displays the grade of the employee
Date of Joining	Displays the joining date of the employee
Date of Relieving	Displays the relieving date of the employee
Status	Displays the status of the employee
Medical	Displays the medical part of the CTC
Basic	Displays the basic salary paid to the employee
HRA	Displays the house rent allowance
DA	Displays the dearness allowance
Total Earning	Displays the total earning of the employee
PF	Displays the provident fund of the employee
Car Loan	Displays the car loan of the employee
Employee State Insurance	Displays the employee state insurance amount of the employee
Professional Tax	Displays the professional tax of the employee
Income Tax	Displays the income tax of the employee
Total Deduction	Displays the total deducted amount of the employee
Net Total	Displays the net total amount of the employee

If you want to generate Stop Pay Balance Report in payroll dashboard, click Stop Pay Balance Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the Stop Pay Balance Report are:

Stop Pay Balance Report columns

Field	Description
Employee ID	Displays the employee ID
Employee Name	Displays the employee name
Account Holder Name	Displays the name of the account holder
Account Number	Displays the account number of the employee
Remaining Amount	Displays the remaining amount paid to the employee

If you want to generate Stop Payment Report in payroll dashboard, click Stop Payment Report from Type drop down and then click Create Report.

The report is generated according to the search criterion/criteria.

Click to know how to use the navigation bar on the report.

The columns displayed in the Stop Payment Report are:

Stop Payment Report columns

Field	Description
Employee ID	Displays the employee ID
Employee Name	Displays the employee name
Account Holder Name	Displays the account holder name
Account Number	Displays the account number of the employee
Net Amount	Displays the net amount after which the payment is stopped

To filter the Payroll Dashboard report

Click icon, to set up filters based on your requirement.

The Filters dialog box appears

To generate a report for payroll dashboard in a particular region, click the Region drop-down box and select the region you want to include in the selected type of payroll dashboard report.
To generate a report for payroll dashboard in a particular city, click the City drop-down box and select the city you want to include in the selected type of payroll dashboard report.
To generate a report for payroll dashboard in a particular division, click the Divisions drop-down box and select the division you want to include in the selected type of payroll dashboard report.
To generate a report for payroll dashboard in a particular process, click the Process drop-down box and select the process you want to include in the selected type of payroll dashboard report.
To generate a report for payroll dashboard in a particular cost center, click the Cost Center drop-down box and select the cost center you want to include in the selected type of payroll dashboard report.
To generate a report for payroll dashboard in a particular employment type, click the Employment Types drop-down box and select the type of employment you want to include in the selected type of payroll dashboard report.
To generate a report for payroll dashboard in a particular custom component, click the Custom Component drop-down box and select the custom component you want to include in the selected type of payroll dashboard report.
To generate a report for payroll dashboard in a particular state, click the State drop-down box and select the state you want to include in the selected type of payroll dashboard report.
To generate a report for payroll dashboard in a particular branch, click the Branch drop-down box and select the branch you want to include in the selected type of payroll dashboard report.
To generate a report for payroll dashboard in a particular departments, click the Departments drop-down box and select the department you want to include in the selected type of payroll dashboard report.
To generate a report for payroll dashboard in a particular designation, click the Designations drop-down box and select the designation you want to include in the selected type of payroll dashboard report.
To generate a report for payroll dashboard in a particular project, click the Project drop-down box and select the project you want to include in the selected type of payroll dashboard report.
To generate a report for payroll dashboard in a particular band, click the Bands drop-down box and select the band you want to include in the selected type of payroll dashboard report.

Click OK

Note 1: In the drop-down boxes provided to filter data, click Check All to select all the check boxes and Uncheck All to clear all the check boxes.
Note 2: To exit the dialog box without saving, click Cancel.

Click icon to save the payroll dashboard.

The Save dialog box appears.

In the Dashboard Name text box, enter the dashboard name.
In the Description text box, enter the description name.

Perform one of the following steps:

Click Save

The Dashboard Name will appear in the Dashboards drop down box.

Click Cancel to exit the dialog box without saving.

If you want to edit the dashboard name from the Dashboards drop down box, click icon.

The Save As dialog box appears.

Enter the required details and save.
To exit the dialog box without saving click Cancel.

To delete any dashboard, select the dashboard from the Dashboard drop down box and click icon.

The dashboard will get deleted.

Click to know more:

Payroll Dashboard