Payroll Reports
Payroll Reports in the SalaryBox app allow you to download comprehensive payroll-related data for all staff on a monthly basis. Below are the different types of Payroll Reports available:
Types of Payroll Reports:
I. Payslip
The Payslip report provides monthly salary slips for all employees. Before downloading payslips, ensure that staff salaries are finalized and payments are saved in the app. The report facilitates sharing payslips via email.
II. Salary Sheet
The Salary Sheet contains detailed payroll information for each employee in CSV format, including:
Employee Details: Name, ID, Branch, Department, Designation, PAN, UAN, PF Number
Salary Information: Salary Amount, Salary Type, Days in Month, Pay per Day, Present Days, Double Present Days, Half Days, Absent Days, Holidays (including Week Offs), Paid Leaves, Unpaid Leaves, Total Payable Days, Total Payable Hours, Base Salary
Overtime: Overtime Hours, Overtime Days, Overtime Pay
Additional Earnings: Other Earnings, Bonuses, Work Basis Earnings, Incentives, Reimbursements
Deductions: Other Deductions, EPF, ESI, Professional Tax, Employee LWF, Employer LWF, Loan Deductions, Early Leaving Fine, Late Coming Fine, Employer EPF, PF EDLI Admin, Employer ESI, TDS
Bank Details: Account Number, Bank Name, IFSC, ESI Account Number
Final Salary: Total Earnings, Total Deductions, Net Salary, Salary Paid, Salary Pending, Loan Outstanding
III. CTC Breakdown Report
The CTC Breakdown report, available in XLSX format, provides a detailed breakdown of each employee's salary package:
Employee Details: Name, Job Title, ID, Branch, Department
CTC Details: Salary Type, Earnings, Compliances, and Deductions
IV. Incentive Report
This report shows staff incentive details in XLSX format, including:
Employee Name, ID, Job Title, Branch, Department
Date, Incentive Amount, and Notes
V. Provident Fund Challan Report
The Provident Fund Challan report is available in TXT and CSV formats and provides employee EPF details. Ensure that:
Mismatched or incomplete data will cause staff records to be omitted from the report.
VI. ESI Report
The ESI report, in XLSX format, covers employee ESI records:
Details include Staff Name, ID, Job Title, Branch, Department, ESI Number
Employer and Employee ESI contributions are shown for the payroll month
VII. ESI Challan Report
This report provides ESI Challan details in XLSX format, covering:
IP Number (10 digits), IP Name (only alphabets and spaces)
Number of Days Wages Paid/Payable, Total Monthly Wages
Reason Code for Zero Working Days (0 for all other reasons)
Last Working Day (DD/MM/YYYY or DD-MM-YYYY format)
Ensure the following for generating the report correctly:
All covered staff have valid ESI numbers stored in the app.
Employer and Employee ESI are calculated on the same salary components.
Staff Monthly Wages do not exceed ₹21,000.
VIII. Loan Report
For employees who have taken loans from the company, this report provides loan details in CSV format, including:
Employee Name, ID, Branch, Department, Designation
Loan Given, Loan Outstanding, and Loan Repaid
IX. Tax Deducted at Source (TDS) Report
The TDS report details tax deductions in PDF and XLSX formats, including:
X. Consolidated Salary Report
This report provides an overview of the company's salary records at the branch level in XLSX format:
Branch Name, Total Staff, Staff with Monthly/Daily/Hourly Wages
Earnings Breakdown (Basic, HRA) and Deductions (EPF, ESI, Other)
Module Availability
All payroll reports, except the TDS Report, are available in the SB Payroll Lite Module.
Access Permissions
Payroll reports can be accessed and downloaded by:
These reports can be downloaded from both the mobile and web versions of the SalaryBox app.