Generating and Understanding Notes Reports

Generating and Understanding Notes Reports

You want to review and analyze notes added across employee records or payroll processes. The Notes Report in SalaryBox offers a detailed log of all notes entered by both staff and admins, helping businesses track and review employee-related remarks for documentation or follow-up.

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Key Features of the Notes Report

Content Included:

  • Employee Name

  • Employee ID

  • Phone Number

  • Branch

  • Designation

  • Date of Note Entry

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Format:

  • Available in XLSX format for easy analysis and record-keeping.

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Availability:

  • Can be accessed and downloaded from all modules in the SalaryBox app.

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Download Platforms:

  • Available on both the mobile app and the web application.

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Access Permissions

The Notes Report can be downloaded by the following user roles:

  • Admins – Full access across the company.

  • Branch Admins – Access is limited to their assigned branches and departments.

  • Chartered Accountants (CAs) – If access is granted.

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