Analytics

Questions Related to Reporting

Introduction

This page provides step-by-step answers to the FAQs related to Analytics.

Pre-requisites:

✔ Admin credentials

✔ User rights

Note - Kindly contact your Admin/HR for rights if you are not able to perform the steps below.

FAQs

1. How to download a payslip from the Reports.

Step 1: Log in to the cloud portal, select the ‘Analytics’ menu, and click on ‘Reports’.

Step 2: Select the ‘Payroll’ tab and select the ‘Payslip’ from the menu on the right-hand side. Fill in the necessary detail to get the payslip.

2. How to download a payslip from the Reports?

Step 1: Log in to the cloud portal, select the ‘Analytics’ menu, and click on ‘Reports’.

Step 2: Select the ‘Payroll’ tab and select the ‘Payslip’ from the menu on the right-hand side. Fill in the necessary detail to get the payslip.

Note: ‘Send by WhatsApp’ is a paid feature.

3. How to download the salary register?

Step 1: Log in to the cloud portal and select the ‘Analytics’ menu and click on the ‘Data Wizard’ submenu.

Step 2: From the ‘Select Settings’ drop down, click on the ‘Salary Register’. Enter month and year and click on the ‘Download’ button.

3. How to fetch the unassigned shift report?

Step 1: Log in to the cloud portal and select the ‘Analytics’ menu and click on the ‘Reports’ submenu.

Step 2: Click on the ‘Attendance’ tab and ‘Unassigned Shift’ from the left-hand side menu. Enter the employee code and date, then click on the ‘Download’ button.

4. How to fetch reports on the status of investment proof submissions by employees?

Step 1: Log in to the Cloud portal and select the ‘Analytics’ menu and select the ‘Reports’ submenu.

Step 2: Click on the ‘Income Tax’ tab and ‘Declaration Details Export’ from the left-hand side menu.

Step 3: Select the category and month in the respective fields. Select ‘Entry Type’ as ‘proof’ and ‘ ‘User Entry’. Then click on ‘Export Excel’.

5. How to Modify Employee Data?

Step 1: Log in to the Cloud portal, and select the ‘Analytics’ menu and ‘Reports’ submenu.

Step 2: Click on the ‘Financial’ tab and the ‘Wage View’ subtab.

Step 3: Select the required ‘Month’ and ‘Category’ from the Drop-down menu. Then you can click on the appropriate button to view or download the report.