Reports In Payroll
The Reports module under Payroll in Pletox HRMS provides comprehensive insights into employee salary, statutory compliance, and payroll-related transactions.
Management analyze payroll data, ensure compliance, and support financial decision-making. You can mention it in documentation as:
Below are the reports included in the Payroll section:
Salary Report
PF Report
ESIC Report
PT Report
OT Report
Bank Report
Advance Report
Payroll Summary
Increment Report
Appraisal Report
Salary Report:
Salary Report – Filters:
The Salary Report includes advanced filtering options.
Filters available:
Month
Employee
Location
Department
Group
Category
Contractor
Action Buttons:
Filter – Applies selected filters
Clear – Clears all applied filters
A Filter button is also available at the top to apply all filters at once.
Export Salary Reports:
The Export option allows downloading salary data in multiple formats:
Excel Salary Report
PDF Salary Report
PDF Payslips
This helps in payroll sharing, auditing, and record keeping.
Salary Template Selection :
In the Salary Report and PF Report, the system provides a Salary Template dropdown at the top of the report.
Users can switch between different salary templates using this dropdown.
The report data updates automatically based on the selected salary template.
This helps in viewing payroll data accurately for employees who are assigned to different salary structures.
Salary Report Columns:
The Salary Report provides a detailed summary of employee salary data for a selected payroll period. It helps administrators review, verify, and manage payroll information before and after salary processing.
Once payroll is generated, the salary Report Button are displayed in a payroll table after click on that view button visible, button opens the detailed Salary Report for the employee.
The Salary Report contains detailed payroll components, including:
Serial Number
Employee ID
Staff Member Name
Absent Days
Present Days
Paid Days
Ad-hoc Days
Weekly Offs
Holidays
Basic Salary
HRA
Special Allowances
Overtime Salary
Overtime Bonus
Incentives
Total Salary
EPF Salary
ESIC Salary
PT Amount
TDS Deduction
Standard Deduction (STA)
Hold Amount
Net Salary
Other applicable salary components
PF Report (Provident Fund Report)
The PF Report provides a detailed view of Provident Fund–related salary components for employees for a selected payroll month. This report is primarily used for statutory compliance, audits
PF Report Filters:
To refine the PF data, multiple filters are available at the top of the report.
Available Filters:
Select Month
Employee
Company
Department
Location
Shift
Group
Category
Has Contractor
These filters help in viewing PF data for a specific employee group, department, location, or employment category.
Filter Actions :
Two action buttons are available:
Filter Applies all the selected filter criteria and displays the filtered PF data.
Clear Clears all applied filters and resets the report to its default view.
Export PF Report:
An Export button is available at the top of the PF report.
Export Options:
Excel – Download the PF report in Excel format
PDF – Download the PF report in PDF format
Users can select the required format based on reporting or compliance needs.
PF Report Columns :
The PF Report displays the following columns for each employee:
Staff Member
PF Account Number
UAN Number
Gross Salary
Basic and DA Salary
F.P.(Financial Performance)
Employer PF Contribution
Total PF (12%)
Each column shows the exact PF-related amount calculated for the employee for the selected payroll month.
ESIC Report :
The ESIC Report provides a detailed view of Employee State Insurance (ESI)–related salary and contribution data for eligible employees. This report helps organizations ensure statutory compliance and simplifies reporting for audits and government filings.
Filters Available in ESIC Report:
The ESIC report provides multiple filters to narrow down the data:
Select Month
Employee
Company
Department
Location
Shift
Group
Category
Has Contractor
Two action buttons are available:
Filter – Applies all the selected filters and displays the filtered data.
Clear – Clears all selected filters and resets the report view.
These filters help administrators quickly locate ESIC data for specific employees, departments, locations, or compliance needs.
ESIC Report Columns :
The ESIC report displays the following information for each employee:
Staff Member
Present Days
Absent Days
Gross Salary
Employee ESIC Share
These columns provide a clear breakdown of attendance, salary, and ESIC contribution details for each eligible employee.
Export ESIC Report:
At the top of the ESIC report, an Export button is available.
Export options include:
Excel Format
PDF Format
This allows the ESIC report to be downloaded for statutory submission, internal audits, record-keeping, or sharing with consultants.
Professional Tax (PT) Report:
The Professional Tax (PT) Report provides a detailed summary of professional tax deductions applied to employees based on applicable state regulations. This report helps organizations ensure statutory compliance and maintain accurate payroll records.
Filters Available in PT Report
The PT report provides multiple filters to refine the data:
Select Month
Employee
Company
Department
Location
Shift
Group
Category
Has Contractor
Two action buttons are available:
Filter – Applies all selected filters and displays the filtered results.
Clear – Clears all applied filters and resets the report view.
These filters help in quickly identifying professional tax deductions for specific employees or organizational units.
PT Report Columns:
The Professional Tax report displays the following columns:
Staff Member
Gender
Gross Salary
PT Value
These columns provide a clear view of the employee’s salary details and the professional tax amount deducted.
Export PT Report:
At the top of the PT report, an Export button is available.
Export options include:
Excel Format
PDF Format
This allows the report to be downloaded for statutory filing, internal audits, payroll verification, and record-keeping.
Overtime (OT) Report:
The Overtime (OT) Report provides a detailed view of overtime worked by employees and the corresponding compensation calculated during payroll processing. This report helps organizations track additional working hours, ensure fair payment, and maintain payroll accuracy.
Filters Available in OT Report :
The OT report allows filtering of overtime data using the following options:
Start Date
End Date
Employee
Company
Department
Location
Shift
Group
Category
Has Contractor
Two action buttons are provided:
Filter – Applies all selected filters and displays the filtered overtime data.
Clear – Clears all applied filters and resets the report view.
These filters help in reviewing overtime records for specific employees, departments, shifts, or time periods.
OT Report Columns:
The Overtime report displays the following columns
Staff Member – Name of the employee who worked overtime
Overtime Hours – Total number of overtime hours worked by the employee
Per Hour Salary (Rs.) – Hourly overtime rate applicable to the employee
Extra Salary (Rs.) – Total overtime amount payable, calculated based on overtime hours and per-hour salary
Export OT Report:
At the top of the OT report, an Export button is available.
Export options include:
Excel Format
PDF Format
This allows organizations to download overtime data for payroll verification, audits, and record-keeping.
Bank Report :
The Bank Report in the Payroll section of Pletox is used to generate salary payment details required for bank disbursement. This report helps organizations prepare bank-wise salary transfer data for employees and supports smooth salary processing through bank uploads, cheques, or manual transfers.
It is primarily used by Payroll and Finance teams to:
Transfer salaries to employee bank accounts
Generate bank-compatible salary files
Maintain salary payment records for auditing and reconciliation
Bank Report Columns:
The Bank Report displays the following columns:
Account Number
Type (Savings / Other)
Narration
Employee Name
Amount
These columns provide all required information for processing employee salary payments through banks.
Bank Report Filters:
The Bank Report includes multiple filters to refine salary payment data.
Available Filters:
Select Month
Employee
Company
Department
Location
Shift
Group
Category
Has Contractor
Action Buttons:
Filter – Applies all selected filters and displays the filtered data
Clear – Clears all applied filters and resets the report
At the top of the report, a Filter button is also available to apply filters easily.
Export Options in Bank Report:
At the top of the Bank Report, an Export button is available with the following options:
Excel Format – Download the bank report in Excel
PDF Format – Download the bank report in PDF
Bank Transfer – Generate a bank-specific salary transfer file
These options help organizations share salary data with banks and maintain payroll records.
Bank Transfer Export :
When Bank Transfer Export is selected, Export table view becomes visible.
Filters Available in Bank Transfer Export:
Select Month
Employee
Company
Location
Department
Shift
Has Contractor
Bank Name
Cheque Number
Cheque Date
File Type
File Type: After clicking on the File Type dropdown, two options are available:
PDF
CSV
Action Buttons:
Download – Downloads the bank transfer file
Clear – Clears all applied filters
This view is specifically designed for generating bank-compatible salary files.
Resigned Employee Filter:
A Resigned toggle is available beside the file Type of the Bank Report.
When the toggle is enabled, the report displays only resigned employees
When disabled, the report shows active employees by default
This helps payroll teams separate salary processing for resigned employees.
Advance Report:
The Advance Report in the Payroll section of is used to track salary advances given to employees and their recovery through payroll. This report provides complete visibility of advance balances, additions, deductions, and closing balances for a selected payroll period.
It helps Payroll and HR teams:
Monitor outstanding employee advances
Track advance recovery during payroll
Maintain accurate financial and payroll records
Support audits and internal reporting
Advance Report – Filters:
The Advance Report includes multiple filters to refine advance-related data.
Available Filters:
Select Month
Employee
Company
Department
Location
Shift
Group
Category
Has Contractor
Action Buttons:
Filter – Applies all selected filters and displays the filtered data
Clear – Clears all applied filters and resets the report
At the top of the report, an Export button is available.
Export Advance Report:
The Advance Report can be exported in the following formats:
Excel Format
PDF Format
This allows easy sharing, auditing, and record-keeping.
Advance Report Columns :
The Advance Report displays the following columns:
1. Employee ID
A unique identification number assigned to the employee in the system.
2. Staff Member
The full name of the employee
3. OP Balance (Opening Balance)
The outstanding advance amount carried forward from the previous payroll period.
4. Addition
Any new advance amount added or given to the employee during the selected payroll month.
5. Deduction
The advance amount recovered from the employee’s salary during the payroll run.
6. CL Balance (Closing Balance)
The remaining advance amount after additions and deductions for the selected month.
Payroll Summary Report:
The Payroll Summary Report in Pleto provides a consolidated view of payroll history across multiple months. It helps organizations analyze total payroll costs, working hours, and salary components such as Basic, Gross, or CTC for selected employees and locations.
This report is useful for management review, financial analysis, and payroll comparison across periods.
Click on Payroll Summary
The Payroll History screen will open
Payroll Summary – Filters:
The Payroll Summary includes advanced filters to refine payroll history data.
Available Filters:
Start Month – Select the beginning month of the summary period
End Month – Select the ending month of the summary period
Location – Filter payroll data by location
Salary Template – Select a salary template from the dropdown
Summary Type – Choose the payroll component to summarize: eg.
Basic Payments
Gross Payments
CTC
Action Buttons:
Filter – Applies all selected filters and displays the payroll summary
Clear – Clears all selected filters and resets the report
At the top of the screen, Filter and Export buttons are also available.
Export Payroll Summary:
Clicking on the Export button provides the following options:
Excel – Download the payroll summary in Excel format
Monthly Report – Download month-wise payroll summary
PDF – Download the payroll summary in PDF format
These options help in reporting, auditing, and management presentations.
Payroll Summary Columns:
The Payroll Summary (Payroll History) displays the following columns:
Serial Number – Sequential number of records
Code – Employee code or unique identifier
Employee Name – Name of the employee
Start Month – End Month – Payroll period selected through filters
Total Summary – Total amount based on the selected summary type (Basic / Gross / CTC)
Total Working Hours – Total working hours for the selected period
Increment Report:
The Increment Report in Pletox is used to track salary increments applied to employees. Whenever an increment is processed for an employee, the corresponding entry is recorded and can be viewed in this report.
This report helps HR and Payroll teams:
Monitor employee salary revisions
Compare old and revised CTC values
Track the effective date and duration of increments
Maintain a history of compensation changes
Increment Report Columns:
The Increment Report displays the following columns:
Serial Number
Employee Name – Name of the employee whose salary was incremented
Old CTC – Employee’s CTC before the increment
New CTC – Employee’s CTC after the increment
Reflect From – The effective date from which the increment is applicable
Duration – The duration for which the increment amount is applicable The Edit button is used to modify existing increment details.
Increment Report – Filters:
The Increment Report includes filters to refine increment records.
Available Filters:
Employee
Company
Department
Location
Group
Category
Has Contractor The Export button is used to download the Increment Report for offline review and record-keeping. Users can export the report in the available formats
Action Buttons:
Filter – Applies selected filters and displays the data
Clear – Clears all applied filters and resets the report
Last updated
Was this helpful?