Tracking employee data is crucial for payroll, leave management, and performance monitoring. Using HRMS to generate Employee Reports in HRMS streamline this process by enabling HR professionals to generate, analyze, and export reports efficiently. Employee Reports in HRMS ensure compliance, track workforce trends, and support data-driven decision-making. This guide covers how to generate Employee Reports in HRMS, including payroll, leave, and client reports, to enhance HR operations, optimize resource allocation, and improve overall efficiency.

Log in to HRMS

• Open the HRMS portal.
• Enter your login credentials.
• Once logged in, navigate to the main dashboard.
  

  Access Employee Reports in HRMS

  1. On the dashboard, locate and click on the System Reports section.
  2. You will see two options:
     • Employee Reports
     • Organization Reports
  3. Click on Employee Reports in HRMS to proceed.
  4. On the right side of the screen, you will find Daily Live Reports, which include:
     • Payroll Reports
     • Leave Reports
     • Client Reports
  5. Choose the required report type based on your needs.

     

  Generating Payroll Reports in HRMS

  Select Payroll Reports

  1. Click on Payroll Reports from the available options.
  2. A Payroll Report Information Filter Form will appear on the right side.

  Enter Report Criteria

  1. Select Employee: Choose the employee whose payroll report you need from the dropdown menu.
  2. Choose Date Range:
     • Click on the Start Date field and select the desired date from the calendar popup.
     • Click on the End Date field and select the desired date.
  3. Under Employee Info Columns: (Choose the details to be included in the report):
     • Name, Employee ID, Email, Country, Currency, Phone, Department, Designation, Pay Month, Payslip Type, Pay Date.
  4. Under Income Columns: (Choose the details to be included in the report):
     • Basic Salary, Salary Dispute, Bonus, Total Income.
  5. Under Deductions Columns: (Choose the details to be included in the report):
     • Income Tax, Meal Deductions, Other Tax, Expenses, Benefits Deductions, Total Deductions.
  6. Click on Select All if you want to include all available details in the Employee Reports in HRMS.

     

  Generate and Export Payroll Report

  1. Click the Filter button located at the bottom right corner.
  2. The system will process the information and generate a payroll report in HRMS.
  3. To download the Employee reports in HRMS:
     • Click on the Export to Excel button at the top right corner.
     • The report will be saved to your device in Excel format for further review and analysis.

  Generating Leave Reports in HRMS

  Select Leave Reports

  1. Click on Leave Reports from the available options.
  2. A Leave Report Information Filter Form will appear on the right side.

  Enter Report Criteria

  1. Select Date Range:
     • Click on the Start Date field and choose the required start date.
     • Click on the End Date field and choose the required end date.
  2. Select Employee: Choose the employee from the dropdown list.
  3. Select Leave Status: Choose one of the following leave statuses:
     • All Status (includes all leaves, whether approved, pending, or rejected)
     • Pending (only shows leave requests that are awaiting approval)
     • Approved (shows only approved leaves)
     • Rejected (shows only rejected leave requests)

  Generate and Export Leave Report

  1. Click on the Filter button to generate the leave report.
  2. The Employee Reports in HRMS report will display all the relevant leave details.
  3. To download the Employee reports in HRMS:
     • Click on the Export to Excel button at the top right corner.
     • The file will be saved in Excel format for further use.

       

  Generating Client Reports in HRMS

  Select Client Reports

  • Click on Client from the three available options on the left side.
  • A Client Report Information Filter Form will open on the right side.

  Enter Report Criteria

  • Select the Client whose report you want to generate from the dropdown menu.
  • The system stores all client details in the backend.

  Select Report Details

  • Agent Basic Information: Employee ID, Name, Email, Username, Contact, Country, Nationality, State/Province, City, Address, Zip/Postal Code, Religion, Blood Group, Date of Birth, Gender, Experience.
    • You can check specific boxes or select Select All to include all details.
  • Agent Account Information: Account Title, Account Number, Bank Name, Bank Branch, IBAN, Swift Code.
    • You can check specific boxes or select Select All to include all details.
  • Agent Emergency Contact: Full Name, Number, Email, Address.
    • You can check specific boxes or select Select All to include all details.
  • Agent Contract Information: Contract Date, Tenure, Department, Designation, Reporting To, Basic Salary, Office Shift, Company, Currency, Leave Categories, Status.
    • You can check specific boxes or select Select All to include all details.

      

  Generate and Export Report

  • Click the Filter button at the bottom right corner.
  • A client report in HRMS will be generated based on the selected details.
  • To download the Employee reports in HRMS, click Export to Excel at the top right corner.

  Conclusion

  Generating Employee Reports in HRMS simplifies payroll, leave tracking, and employee data management. Regularly reviewing reports helps HR professionals efficiently generate Employee Reports in HRMS, ensuring transparency, compliance, and better workforce management. Utilizing Employee Reports in HRMS helps HR professionals make data-driven decisions and improve workforce management. For further assistance, feel free to contact us.