To generate reports on employee benefits such as lunch allowances and other perks, follow the steps below:

    1. After logging in to the [Company Main menu], go to Reports > Employee Reports > Employee Benefits Report
    2. The Employee Benefits Report criteria form will open. Fill in the details as follows:
      • Date – Enter the date range (From Date and To Date) for which the benefits report is required.
      • Department – Select a specific department, or keep All to include every department.
      • Designation – Choose a particular designation, or leave as All.
      • Shift – Select the employee shift (e.g., General, Night, or All).
      • Lunch Rs. – Enter the lunch allowance per employee, if applicable, for the report calculation.
    1. Buttons:
      • Save Criteria – Save the selected filters for repeated use.
      • Reset Criteria – Clear all selections and restore default filters.
      • Print – Print the benefits report directly.
      • Show – Preview the benefits report before printing.
      • Close – Exit the report criteria window.
    1. Steps to Generate Employee Benefits Report:
      • Enter the Date Range for which benefits should be reported.
      • Apply filters like Department, Designation, and Shift if needed.
      • Specify Lunch Rs. if you want to calculate and display meal benefits in the report.
      • Click Show to preview or Print to generate a hard copy of the report.

Notes:

  • Ensure employee master details (department, designation, and shift) are updated for accurate reporting.
  • Lunch or allowance amounts entered in Lunch Rs. will apply uniformly to selected employees.
  • Saved criteria simplify recurring monthly or quarterly benefit reporting.

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