Benefits Summary

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The Benefits Summary in Zoho Payroll provides an overview of employee benefits contributions over a specified period. This report shows the contributions made by both employees and employers, helping you to review benefit-related expenses and liabilities.

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Viewing Benefits Summary Report

To view your Benefits Summary report:

1. Go to Reports on the left sidebar.
2. Select Benefits Summary.
3. Use the date selector at the top of the page to choose the period you wish to analyze. Options include:
   • This Week
   • This Month
   • This Quarter
   • This Year
   • Previous Week
   • Previous Month
   • Previous Quarter
   • Previous Year
   • Custom

The report will display benefits data for the selected period, organized by benefit component and contributions.

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Benefits Summary Report Components

The report includes the following columns, providing a detailed view of benefit contributions:

Component	Description
Benefit Name	Lists the names of each benefit included in the report, such as health insurance or retirement plans.
Employees’ Contribution	The total contribution made by employees for each benefit during the selected period.
Employer’s Contribution	The total contribution made by the employer for each benefit during the selected period.
Total Contribution	The combined total of employee and employer contributions for each benefit.

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Exporting Benefits Summary Report

You can export the Benefits Summary Report for further analysis or record-keeping. Available export formats include:

• PDF
• CSV
• XLS or XLSX

To export the Benefits Summary report:

1. Go to Reports on the left sidebar.
2. Click Benefits Summary.
3. Click the Export as dropdown at the top right corner of the page.
4. Choose your preferred format for exporting.
5. If you want to protect the exported file with a password, check the I want to protect this file with a password option and enter a password with at least 6 characters.
6. Click Export to download the report.