Payroll Summary
The Payroll Summary report in Zoho Payroll provides an at-a-glance view of the payroll data for your organization over a selected period. This report breaks down essential payroll components, allowing you to keep track of earnings, benefits, deductions, and taxes for better financial planning and payroll insights.
Viewing Payroll Summary
To view your Payroll Summary report:
- Go to Reports on the left sidebar.
- Select Payroll Summary.
- 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 selected period’s payroll data will display on the screen, organized by pay components.
Payroll Summary Components
The report breaks down the following pay components for a detailed overview:
| Component | Description |
|---|---|
| Earnings | Displays the total amount of earnings for the chosen period, including regular wages, bonuses, and other earnings. |
| Benefits | Summarizes the total value of employee benefits, such as health insurance and retirement contributions. |
| Deductions | Shows the total deductions, including items like retirement contributions and garnishments. |
| Taxes | Summarizes payroll taxes withheld and any employer-paid taxes for the selected period. |
| Total Net Pay | The final amount paid to employees after deductions and taxes have been applied. |
Export Payroll Summary
In Zoho Payroll, you can export your payroll summary in any of the following formats:
- XLS
To export the payroll summary:
- Go to Reports on the left sidebar.
- Click Payroll Summary.
- Click the Export as dropdown at the top right corner of the page. Select the format in which you want to export your report.
- If you want to protect this file with a password, check the Protect this file with a password option and enter a password with at least 6 characters.
- Click Export to download the report.