ESI Summary
The ESI Summary report provides an employee-wise breakdown of Employees’ State Insurance (ESI) contributions for a selected period. It helps you review ESI wages and the corresponding employee and employer contributions to ensure statutory compliance.
Access ESI Summary
To access the ESI Summary Report:
- Click Reports on the left sidebar.
- Under Report Category, click Statutory Reports and select ESI Summary.
INSIGHT: You can also search for ESI 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 ESI contribution details for the selected period will be displayed in a tabular format for each employee.
Components of ESI Summary
The following table explains the components displayed in the ESI Summary report:
| Component | Description |
|---|---|
| ID | Unique identifier assigned to the employee. |
| Name | Name of the employee. |
| ESI Number | Employees’ State Insurance number assigned to the employee. |
| ESI Wages | Portion of the employee’s wages considered for ESI contribution calculation. |
| Employees’ Contribution | ESI amount contributed by the employee for the selected period. |
| Employer’s Contribution | ESI amount contributed by the employer for the selected period. |
| Total Contribution | Total ESI contribution, including both employee and employer contributions. |
Export ESI Summary
To export the report:
- Click Reports on the left sidebar.
- Under Report Category, click Statutory Reports and select ESI Summary.
- Click Export as at the top right.
- Choose the required export format: PDF, 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.