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Reports

In this help topic, you will learn how to generate various Payroll Reports such as Salary Sheet, Payslip and More, including Configuring Email.

You can also generate various other reports for analysis based on your organisation's requirements.

You can send Payslips to all the employees in a single process. To send the payslip, you have to do email related Setting.

Email Server Configuration





To create the Email Server Configuration:

  1. Click on the Settings menu, click on the email submenu, select Server Configuration.
  2. In the screen that opens, fill in the details such asServer Name, Server SMTP, Port number & SSL Status.




Click on Save button to save details.

Email Id Configuration

After doing the server configuration, you have to provide your Email id credentials to send emails from the application.





To create the Email ID Configuration:

  1. Click on the Settings menu, click on the Email sub-menu, select Email ID Configuration.
  2. In the screen that opens, fill in the details such asServer Name, Email id, password and Signature.




Click on Save button to save details.

You can configure Email Template using the monthly changing Parameters.

Email Template





To create Email Template:

  1. Click on the Settings menu, click on Statutory, select Email Template in the sub-menu.
  2. In the screen that opens, fill in the details such asName, Subject, Parameter type and Parameter.
  3. Using Parameters, you can send personalised messages while sending an email.




Click on Save button to save details.

Payslips

You can generate individual payslips for employees at the end of each pay period. These beautiful and professional-looking payslips can also be generated as pdf documents, suitable to be emailed, or printed. Payslips can be sent by email to employees from Office anywhere easily by only configuring Server and Email configuration, as explained earlier. Payslips will be attached in the email in the PDF format.





To Generate Payslips:

  1. Click on Reports Menu and Select Payslip in the sub-menu.
  2. In the screen that opens, details will be filtered with the latest month.
  3. Click on Print Settings to configure the payslip details to be printed.
  4. Select the employee (s)




Click Generate Payslip.





Use the Email button to email payslips to employee (s) in a single process.





You can also get payslip modified by us, as per your organisation's requirement at an additional cost.


Bank Statement

In Monthly salary, you can generate Bank Statements quickly in the bank specified format.





To Generate a Bank Statement:

  1. Click on Reports Menu and Select Bank Statement in the sub-menu.
  2. In the screen that opens, select the Payment Bank.




Select the employee (s) for whom you want to pay and Click Generate Bank Statement get the statement, which can be sent to the bank.


Additional Documents

You can easily generate any type of documents in the required format by defining the template or selecting the template file.





To Generate Documents:

  1. Click on Reports Menu and Select Additional Document in the sub-menu.
  2. In the screen that opens, filter the Employees using the filters provided.
  3. Select the employee (s) and Click Generate Letter. Select either pre-defined Template or File.
  4. Add the required parameters provided in the List.




Click on Generate to download documents.

Salary Sheet

Under Salary Sheet, there are four sub-menus.

Main Report

You will be able to generate wage sheet for all the employees.






To Generate Salary Sheet Report:

  1. Click on Reports Menu and SelectSalary Sheet in the sub-menu and Select Main Report.
  2. In the screen that opens, Select from Month, To Month, & Group.




Click on Report button to generate Wage Sheet.





Form T

You can generate Form T for all the employees.





To Generate Form T:

  1. Click on Reports Menu and SelectSalary Sheet in the sub-menu and Select Form T.
  2. In the screen that opens, Select Month, & Group.




Click on Form T to generate the file.





Form 22

You can generate Form 22 for all the employees.





To Generate Form 22:

  1. Click on Reports Menu and SelectSalary Sheet in the sub-menu and Select Form 22.
  2. In the screen that opens, Select Month, & Group.




Click on Form 22 to generate the file.





Enhanced Salary Sheet

You can generate Enhanced Salary Sheet for all the employees.





To Generate Enhanced Salary Sheet:

  1. Click on Reports Menu and SelectSalary Sheet in the sub-menu and Select Enhanced Salary Sheet.
  2. In the screen that opens, Select Month, & Group.




Click on Enhanced Salary Sheet to generate the report.






PF

This Menu is available only if you have enabled PF in Settings. Under PF, there are three sub-menus.

PF Report

You can generate PF report and upload it in the Government portal.





To Generate PF Report:

  1. Click on Reports Menu and SelectPF in the sub-menu and Select PF Report.
  2. In the screen that opens, Select Month.




Click on PF Export to generate the file.





Form 10

You can generate Form 10 report.





To Generate Form 10 Report:

  1. Click on Reports Menu and Select PF in the sub-menu and Select Form 10 .
  2. In the screen that opens, Select Month.




Click on Form 10 to generate the report.





Form 5

You can generate Form 5 report.





To Generate Form 5 Report:

  1. Click on Reports Menu and Select PF in the sub-menu and Select Form 5.
  2. In the screen that opens, Select Month.




Click on Form 5 to generate the report.






ESI

This Menu is available only if you have enabled ESI in Settings. Under ESI, there are two sub-menus.

ESI Report

You can export the ESI report and upload it in the Government portal.





To Generate the ESI Report:

  1. Click on Reports Menu and SelectESI in the sub-menu and Select ESI Report.
  2. In the screen that opens, Select Month & Branch.




Click on ESI Export to generate file then upload it toESIC portal. You can generate ESI Monthly and Half Yearly Reports as well.





To set the Left Reason code to the left employee, Click on Set Reason Code.





Applicability Mismatch

It will show whether ESI should be applied for an employee or not based on his salary.





To view ESI Applicability:

  1. Click on Reports Menu and SelectESI in the sub-menu and Select Applicability Mismatch.
  2. In the screen that opens, Select Year and ESI Terms.




Click on List to view mismatch status.


Other Statutory

Under Other Statutory reports, there are four sub-menus.

NPS Report

You can export NPS details as a report.





To Generate the NPS Report:

  1. Click on Reports Menu and SelectOther Statutory in the sub-menu and Select NPS Report.
  2. In the screen that opens, Select Month.




Click on Export to generate a report.





PT Form 5A

You can generate PT Form 5A.





To Generate PT Form 5A Report:

  1. Click on Reports Menu and SelectOther Statutory in the sub-menu and Select PT Form 5A.
  2. In the screen that opens, Select Month.




Click on Export button to generate a file.





Form Q (Appointment Letter)

You can generate Form Q details report.





To Generate Form Q:

  1. Click on Reports Menu and SelectOther Statutory in the sub-menu and Select Form-Q.
  2. In the screen that opens, Select Join Date.




Click on Report button to generate a report.





Bonus Form C Report





To Generate Bonus Form C Report:

  1. Click on Reports Menu and SelectOther Statutory in the sub-menu and Select Bonus Form C Report.
  2. In the screen that opens, Select Financial Year.
  3. Hide the required column details




Click on the Report button to generate a report.





Additional Reports

Under Additional Reports, there are 2 sub-menus.

Separation Tracker Report

You can generate the month-wise Left employee's details for the selected year.





To Generate Separation Tracker Report:

  1. Click on Reports Menu and SelectAdditional in the sub-menu and Select Separation Tracker Report.
  2. In the screen that opens, Select Year.




Click on the Report to generate a report.





Annual Census Report

You can generate the employee's details for the selected year.





To Generate Annual Census Report:

  1. Click on Reports Menu and SelectAdditional in the sub-menu and Select Annual Census Report.
  2. In the screen that opens, Select Year.




Click on the Report to generate a file.





Most of the reports related to Payroll are available in the Payroll application of Office Anywhere.