Creating customized reports offer valuable insights that enable stakeholders to analyze data, identify trends, assess strengths and weaknesses, and make informed decisions.
To create customized payroll reports, the admin must perform the following actions:
- From the greytHR Admin portal, navigate to Payroll > Verify > Payroll Statements. The Payroll Statement page opens.
- Click Add Statement. Step 1: General section appears.
- Under Step 1: General, enter the Name, Report Title, and Description.
- Click Next. Step 2: Columns section appears.
- Under Step 2: COLUMNS, double-click the required columns to include them in the payroll statement.
- Click Next. Step 3: Order section appears.
- Under Step 3: Order, arrange the selected elements in the order you want them to appear on the Payroll Statement. Drag an element and drop it to a position as per your choice.
- Click Next. Step 4: Options section appears.
- Under Step: 4 Options, from the Sort Order dropdown list, select the required order.
- From the Employee Filter dropdown list, select the employee type.
- From the Report Type dropdown list, select the required option.
- From the Employee Criteria dropdown list, select the criteria of employee.
- Click the + icon to add more filters.
- Click Finish to create customized payroll reports.
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