Reports
Statutory Reports
Greytip Online enables you to accurately calculate all statutory deductions and generates reports to ensure that you have complete peace of mind as far as this requirement is concerned.
Monthly statutory reports
- PF - Monthly Statement
- PF - Form R1 - Monthly Return for Employees
- PF - Form 12A - PF Monthly Statement of Consolidation paid
- PF - Form 5 - Consolidated statement of members joining PF
- PF - Form 10 - Consolidated statement of members leaving PF
- PF - Combined Challan Report
- Profession Tax - Form 5A Karnataka PT
- Profession Tax - Form 3 Maharashtra PT
- ESI - Monthly Statement
- ESI - Challan Report
- ESI - Monthly Summary Report
- Income Tax - Monthly Statement
- Income Tax - Form 17 (basic template ready. Will be released once notified by the Income Tax Dept.)
Other statutory reports
- PF - Form 3A - Annual Statement to Employees
- PF - Form 6A - Consolidated Statement For Contribution Card. This report is available in hard-copy and in EDI (soft-copy) format
- ESI - Form 6 - Half Yearly Statement
- ESI - Form 7 - Half Yearly Statement
- Income Tax - Form 16 and Form 12BA. This is available with Digital Signature and direct mailing to employee options.
- Income Tax - Form 24Q. This is available in hard-copy and ETDS formats. You can file your eTDS returns with this feature.
- Income Tax - Form 24C (basic template ready. Will be released once notified by the Income Tax Dept.)
- Form 5A - Karnataka Professional Tax Annual Return
- Form 11 - Register of Adult Workers
- Labor Welfare Fund - Form D
Payroll MIS Reports
You can generate a large number of pre-defined reports from the application. All these reports can be generated to a PDF or an Excel file. Apart from PDF generation, most employee-wise reports can also be emailed to the respective employees directly from the application.
The following reports can be generated:
- Negative Salary Report
- Payroll Differences Report - find the difference between previous and current payroll
- Employee Reconciliation Report - to ensure that you have processed payroll for the correct employees
- Compensation Item Statement - Monthly
- Compensation Item Statement - Consolidated
- YTD Statement - Year to Date Earnings and Deductions for each employee
- YTD Summary Report - Summary of YTD Earnings and Deductions for all employees
- Arrears Report
- Reimbursement Summary Report
- Reimbursement Transaction Report
- Loan Balance Report
- Loan Transaction Report
- Overrides Report (ItemWise)
- Overrides Report (EmployeeWise)
- Settlement Report
- Income Tax Statement
- Income Tax Liability Report
- IT Savings Chapter6 Report
- IT Savings Other Reports
- IT Savings Previous Employement Report
QueryBuilder
Query Builder is a powerful ad-hoc reporting tool to create user defined reports. This tool is one of the most frequently used features of the application and enables you to generate data the way you require. It is as simple as selecting the required fields (from available information categories), specify a sort order and filter results on various criteria.
Salient features are:
- Ability to select any data item across categories - Employee Information, Payroll Information, Leave, etc
- Specify the order in which you want the fields to display
- Specify the order in which you want the fields to be sorted
- Specify the filter conditions
- Export results to MS-Excel for further work or email the spreadsheet.
- Save the ad hoc reports for future use.
A few examples of adhoc reports that can be generated using the Query Builder are given below:
- Employees of Admin Department
- Employees of Bangalore Location
- Employees joined in the month of April 2009
- Employees who have joined before 01-Apr-2009
- Employees who have joined before 01-Apr-2009 and in the Admin Department
- Employees with Basic greater than 7500
- Employee who have been paid Performance Incentive in this month
- List of all Income Tax Payees for this month in Bangalore
- etc.
Statement Designer
The Statement Designer enables you to generate powerful and flexible reports with the following features:
- Select the fields and specify the display order.
- Specify the set of employees who will be part of the report (filter on employees)
- Specify the grouping criteria - for e.g. the report to be generated Department wise, Location wise, Cost Center wise, etc
- Facility to have a total for each group - for e.g. a sub-total for each department or each location
- Facility to have each group appear on a separate page - for e.g. each department to appear on a separate page.
- Facility to generate the report either as a summary or as a listing of all employees
- All these (whether total is needed, whether to group by Department or Cost-Center, whether needed on each page, etc) are configurable parameters and can be configured by you
- Facility to create and store multiple Statements with each having a different set of fields and other criteria
- Facility to export the statement into a PDF or an Excel file
Leave Reports
You can generate a number of pre-defined reports on the employee leave data. This is apart from the adhoc reports that can be generated using the Query Builder module.
The reports that can be generated are:
- Leave Balance As On A Day
- Leave Availed Report
- Leave Encashment Report
- Negative Leave Balance
- Year Wise Summary Report
- Day Wise Leave Transaction Report
- Leave Transaction Report
