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📄 Reports & Distribution

After calculating and publishing salaries, you can generate reports, distribute payslips, and create bank transfer files. This section covers all distribution and reporting features.

🗂️ Payslips

Access the payslip generation screen to manage employee payslips.

Reports → Pay Slip

✨ Key Features

=== "👁️ View"

* See a **digital preview** of the payslip
* Display **Earnings** (Basic, Allowances, etc.)
* Display **Deductions** (PTAX, PF, Insurance, etc.)
* Review complete salary breakdowns

=== "📧 Mail"

* Email payslips **directly to employees**
* Support for **bulk mail operations**
* Automatic email notifications

=== "💾 Export/Download"

* Save payslips **locally** on your computer
* Maintain digital records
* Share with HR teams

🎨 Customization

You can customize the payslip format to match your company's branding:

Company Setting → Preference → Payslip Tab

Customization options include: - ✏️ Field selection and ordering - 🎨 Layout and formatting - 🏢 Company branding and logo - 📝 Font and color preferences

📦 Multi-Format Export

Payslips can be exported in various formats: - Excel (.xlsx) - For spreadsheet analysis - PDF (.pdf) - For printing and archiving - CSV (.csv) - For system imports

Pro Tip

Export in PDF format for better document security and professional appearance.

🏦 Bank Transfer Slips

Facilitate direct salary disbursals by generating bank transfer files compatible with bulk transfer portals.

🔍 How to Generate

  1. Navigate to Employee List or Reports → Bank Slip
  2. Select the Department, Month, and Year
  3. Click Find to load the data
  4. Click Export to generate the file

📦 Output File Contents

The system generates an Excel file containing:

Column Description
Employee Name Full name of the employee
Net Salary Amount Final payable amount
Bank Name Name of the employee's bank
Account Number Employee's bank account number
IFSC Code Bank identification code for transfers

🚀 Using the Bank File

  1. Download the generated Excel file
  2. Verify all employee details and amounts
  3. Upload to your bank's corporate portal
  4. Process the bulk transfer
  5. Confirm the transaction status

Success

Once uploaded to your bank's portal, the system will process all salary transfers automatically on the scheduled date.

⚠️ Verification

Always review and verify the file before uploading to your bank portal to ensure accuracy and prevent errors.

📋 Report Generation

Generate comprehensive payroll reports for compliance and record-keeping:

  • Salary Summary Reports - Overview of all salaries for the month
  • Department-wise Reports - Breakdowns by department
  • Employee Payroll Registers - Detailed records for each employee
  • Compliance Reports - Statutory and tax compliance documentation
  • Deduction Reports - Tax, PF, insurance deductions summary