Payroll Summary
The Payroll Summary report in Zoho ERP provides a consolidated view of your organization’s payroll data for a selected period. It breaks down key payroll components, helping you review overall payroll costs, deductions, and net pay at a glance.
Access Payroll Summary
To access the Payroll Summary report:
- Click Reports on the left sidebar.
- Under Report Category, click Payroll Overview and select Payroll Summary.
INSIGHT: You can also search for Payroll Summary 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 payroll data for the selected period will be displayed and grouped by pay components.
Components of Payroll Summary
The report provides a breakdown of payroll amounts under the following components:
| Component | Description |
|---|---|
| Earnings | Total earnings paid during the selected period, including regular wages, bonuses, and other earnings. |
| Benefits | Total value of employee benefits included in payroll for the selected period. |
| Donations | Total donations deducted from employee salaries, if applicable. |
| Deductions | Total deductions applied, such as salary deductions or recoveries. |
| Taxes | Payroll taxes withheld and employer-paid taxes for the selected period. |
| Reimbursements | Total reimbursements processed through payroll, if any. |
| Total Net Pay | Final amount paid to employees after deductions and taxes. |
If a pay component was not applicable during the selected period, the report displays No data to display for that section.
Export Payroll Summary
To export the report:
- Click Reports on the left sidebar.
- Under Report Category, click Payroll Overview and select Payroll Summary.
- Click Export as at the top right.
- Choose the required export format: PDF, 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.