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This help page on Setup Variables for payroll reports, allows you to configure salary heads used in your company to generate reports. It explains how to 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 Manager.
● Click on Product configurations. Click Configure Payroll link under Payroll Settings section.
● Click on the Report variables tab. A list of reports appears where each report has a list of variables that can be customized.
● 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. In this case, the variables of Consolidated Earnings Report appear. The variable type list displays two types of variables – Active and Not being used. The Active variables are the selected variables for the selected report. These variables will be used while showing payroll reports.
Note: The Not being used variables are the variables that are not used by the system in payroll reports.
● Activate inactive variables that you want to use in the payroll reports by clicking the Not being used link. A list of Inactive variables for the selected data type appears.
● Click on the variable that you want to activate. The edit screen for the selected variable appears in 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.
● Deactivate the active variables that are not required and modify the labels of the Active variables by following the same steps for activating and relabeling inactive variables.
● 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.
Learn more about Empxtrack Payroll
Suggested Links
- Payroll Configurations
- Setup Payroll Variables
- Setup Salary Structures
- Add Salary Heads to a Salary Structure
- Assign a Salary Structure to Employees
- Upload Salary Structure
- Upload Past Salaries for Employee
- Download Employee Salaries
- Setup Investment Declaration
- Configure Company Settings for Payroll
- Design Pay Slip
- Setup Claim Variables
