Employee Benefits
The Employee Benefits report provides an employee-wise summary of statutory and other benefit contributions processed during a selected period. It helps you review both employee and employer contributions toward benefits such as EPF, ESI, or other configured benefit components, and understand the total benefit cost per employee.
Access Employee Benefits
To access the Employee Benefits report:
- Go to Reports on the left sidebar.
- Under Report Category, click Deduction Reports and select Employee Benefits.
INSIGHT: You can also search for Employee Benefits using the search bar at the top and navigate directly to the report.
- Use the period selector at the top left to choose the period you want to analyze. You can choose from predefined periods such as This Month, This Quarter, or This Year, or select a Custom date range.
The employee-wise benefit contribution details for the selected period will be displayed in a tabular format.
Components of Employee Benefits
The following table explains the components displayed in the Employee Benefits report:
| Component | Description |
|---|---|
| ID | Unique identifier assigned to the employee. |
| Name | Name of the employee for whom benefit contributions are calculated. |
| Employees’ Contribution | Total amount contributed by the employee toward applicable benefit components during the selected period. |
| Employer’s Contribution | Total amount contributed by the employer toward the employee’s benefit components during the selected period. |
| Total Contribution | Combined total of employee and employer contributions for the selected period. You can click this amount to view a detailed breakdown of all applicable benefit components. |
Export Employee Benefits
To export the report:
- Go to Reports.
- Under Report Category, click Deduction Reports and select Employee Benefits.
- Click Export as at the top right.
- Choose the required export format: CSV, XLS, XLSX, or Zoho Sheet.
- To protect the exported file, enable Protect this file with a password and enter a password with at least six characters.
- Click Export.