HR & Payroll Reports

JobNext provides 41 reports across three report folders that cover the full spectrum of HR, payroll, and payslip analytics. These reports give you visibility into workforce composition, leave management, statutory compliance, payroll costs, and salary disbursement across the organization.

Complete Report Inventory

The table below lists all 41 reports grouped by functional category. Use it as a quick reference to find the right report for your need.

HR Analytics — Staff & Workforce (7 reports)

HR Analytics — Leave Management (10 reports)

HR Analytics — Documents & Compliance (4 reports)

HR Analytics — Statutory (7 reports)

Payroll Analytics (11 reports)

Payslip Analytics (2 reports)

Key Reports in Detail

Staff Details

The Staff Details report is the most comprehensive workforce report. It consolidates personal information, employment data, department and designation, job/project assignment, and region/division classification into a single output. Use this report for headcount analysis, workforce planning, and audit preparation.

Leave Balance

The Leave Balance report shows the current balance per employee per leave type (annual, sick, casual, etc.). Three variants are available:

• Leave Balance — Quick summary of current balances
• Leave Balance Detail — Granular breakdown sourced from the HR linked server
• Leave Balance Report — Full view with Opening, Earned, and Used columns per leave type

Use Leave Balance reports at month-end to identify employees with low or zero balances, and cross-reference with Leave History and Leaves Due reports for trend analysis.

Employees Joined & Resigned

These two reports track workforce movement. Employees Joined lists all new hires within a date range, while Resigned Employees lists all separations. Together they provide a clear picture of attrition rates and hiring velocity. Both reports accept date range, region, and division filters.

Payroll Summary (Detailed Payroll Abstract)

The Detailed Payroll Abstract is the primary payroll cost report. It provides a complete breakup of earnings, deductions, and employer contributions grouped by multiple dimensions:

• Employee Group
• Business Unit
• Camp
• Region
• Job/Project

This report uses an optimized stored procedure (version 3) for fast execution even with large payroll datasets. Pair it with the Job wise Salary Allocation report to understand project-level labor costs.

PaySlip

Two payslip reports support salary slip generation:

• PaySlip View Site Wise — Groups payslips by site/job for bulk printing. Uses the Site Wise SubReport (HRAnalytics report #28) as a child report.
• PaySlip View Staff Wise — Generates individual payslips. Each slip includes earnings, deductions, employer contributions, and a leave balance summary.

ESI, PF & PT Summaries

These three statutory reports pull contribution data using configuration-driven welfare codes:

TDS & Income Tax

Three reports cover tax deduction and computation:

• TDS Details — Monthly Tax Deducted at Source per employee
• India Income Tax Annexure I — Monthly TDS breakup with PAN number for each employee
• India Income Tax Annexure II — Comprehensive annual tax computation including income slabs, surcharge, and education cess

Document Expiry

The Document Expiry report lists all staff documents that are approaching or have already passed their expiry date. Filter by date range, region, and division to focus on a specific segment. This report is critical for organizations operating in jurisdictions that require valid work permits, trade licenses, or safety certifications.

Common Report Filters

Most HR and Payroll reports share a consistent set of filter parameters. The table below lists the filters you will encounter across the majority of reports.

Best Practices

• Run Document Expiry weekly — Expired documents can lead to regulatory penalties. Set a recurring reminder to check this report every week and action any expiring items at least 30 days before their expiry date.
• Cross-reference attendance and payroll — Run the Attendance Register alongside the Detailed Payroll Abstract at month-end. Verify that working days in the attendance report match the days used for salary calculation.
• Review statutory reports before filing — Generate ESI Summary, PF Summary, and PT Summary before submitting statutory returns. Reconcile the totals against your filing workings to catch discrepancies early.
• Use region and division filters — For organizations with multiple locations, always apply region and division filters rather than running reports for the entire company. This produces faster results and more focused analysis.
• Archive payslips monthly — After each payroll run, generate and archive both Site Wise and Staff Wise payslips. These serve as the official salary record and are frequently requested during audits.
• Track attrition with Joined and Resigned reports — Run these two reports for the same date range to calculate net workforce change. Comparing month-over-month trends helps identify retention issues early.
• Validate TDS before year-end — Use TDS Details and Income Tax Annexure I/II reports to verify tax computations before issuing Form 16. Corrections after filing are costly and time-consuming.

Frequently Asked Questions