Scheduled Earnings Report
The Scheduled Earnings Report provides an employee-wise summary of scheduled earnings configured in your organization for a selected period. It helps you track scheduled earning amounts, view what has already been paid, and identify any remaining amounts yet to be paid for each employee.
Access Scheduled Earnings Report
To access the Scheduled Earnings Report:
- Click Reports on the left sidebar.
- Under Report Category, click Payroll Overview and select Scheduled Earnings Report.
INSIGHT: You can also search for Scheduled Earnings Report 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.
- Use the Earning filter to select the scheduled earning you want to analyze. You can select any custom scheduled earnings configured in your organization.
- Enable Include Month wise breakup to view the variable pay amounts split by month within the selected period.
The scheduled earning data for the selected period will be displayed in a tabular format.
Components of Scheduled Earnings Report
The following table explains the variable earning components available in the Scheduled Earnings Report:
| Component | Description |
|---|---|
| Employee ID | Unique identifier assigned to the employee. |
| Employee Name | Name of the employee. |
| Earning Name | Name of the scheduled earning selected in the report. |
| Total Scheduled Amount | Total amount scheduled to be paid to the employee for the selected period. |
| Total Paid Amount | Total amount actually paid to the employee for the selected earning during the period. |
| Difference | Difference between the scheduled amount and the paid amount for the selected period. |
Export Scheduled Earnings Report
To export the report:
- Click Reports on the left sidebar.
- Under Report Category, click Payroll Overview and select Scheduled Earnings Report.
- 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.