Setup Payroll Variables for payroll reports functionality allows you to setup payroll heads used in your company to generate reports. This page discusses how you can customize variables by activating or deactivating them, modifying their labels, and setting their order of appearance.
To setup payroll variables for payroll reports, you need to:
- Log into the system as HR Admin/ HR Manager.
- Click on the Product configurations tab on the Homepage. Click on the Configure Payroll link under Payroll Settings section. The Configure Payroll window appears with Global settings tab opened by default.
- Click on the Report variables tab. The page appears with a list of reports as shown in Figure 1. Each report has a list of variables that can be customized according to the specific requirements of your company.
- Click on the report that you want to configure. For example, click Consolidated Earnings Report.
- A list of variables for the selected payroll report appears on the right side of the Report list, as shown in Figure 2. In this case, the variables of Consolidated Earnings Report appear.The variable type list displays two types of variables – Active and Inactive. The Active variables are the selected variables for the selected report. These variables will be used while showing payroll reports. The Inactive variables are the variables that are not used by the system in payroll reports.Note: The Inactive variables are shown only in the paid edition.
- Activate inactive variables that you want to use in the payroll reports by clicking Inactive button. A list of Inactive variables for the selected data type appears, as shown in Figure 3.
- Click on the variable that you want to activate. The edit screen for the selected variable appears on the extreme right section of the page.
- Modify the label of the variable by providing a new variable label in the Variable Label text box, if required.
- Select the Active checkbox to activate the variable.
- Click Update. The variable is successfully modified and a message suggesting the same appears.
- Click Active link to see the variable successfully added to Active variables list, as shown in Figure 4.
- Deactivate the active variables that are not required and modify the labels of the Active variables by following the same steps (7-10) that you followed to activate and modify labels of the Inactive variables.
Note: Deactivation of Active variables is allowed only in paid edition
- Click on up and down arrows ( ) to modify the order of appearance of variables on the payroll reports. You can now follow the same steps mentioned above to customize the variables of each payroll report.
Click on the following links to know more about them:
- Perform Payroll Configurations
- Setup Payroll Variables
- Setup Variables for Payroll Reports
- Setup Salary Structures
- Add Salary Heads to a Salary Structure
- Assign Salary Structure to Employees
- Upload Salary Structure
- Upload Past Salaries for Employee
- Download Employee Salaries
- Setup Investment Declaration
- Perform Company Settings for Payroll
- Design Pay Slip
- Setup Claim Variables