How can admin generate employees' bank transfer statement?

Created by Product Content Team, Modified on Thu, 29 Feb at 4:40 PM by Product Content Team

A Bank Transfer Statement of employees refers to a document or statement provided by a bank or financial institution that shows the details of salary or payment transfers made by the employer to the employees' bank accounts.

To generate and download the Bank Transfer Statement, the admin must perform the following actions:

From the greytHR Admin portal, navigate to Reports > Reports > Reports Gallery. The Reports Gallery page opens.
In the search box, search for Bank Transfer Statement.
From the Group By dropdown list, select Bank.
From the Group By, Values dropdown list, select the required value.
From the Payment Options dropdown list, select the required option.
From the Sort Order dropdown list, select the order in which values will be displayed in the report.
From the Employee Type dropdown list, select the required employee type.
Click Options to customize the report further.
Click Generate to generate and download the Bank Transfer Statement.

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