Reports - Claim eligibility accrual details

Reports - Claim eligibility accrual details

Reports > Payroll > Claims Reports

Through this report you can get details of accrual / deduction of eligibility of claim heads.


The last column "Events" shows the method of eligibility accrual. Eligibility can be created or reduced by the following events

- Salary Creation : when salary is created initially
- YTD Upload : when reimbursement eligibility is uploaded through YTD upload
- Periodic Batch Job : eligibility is accrued on 1st of every month
- Separation Withdrawal : when separation is withdrawn the eligibility of the period which was not accrued due to separation is given
- LWD Date Changed : If the last working day is changed either to a future date or to an earlier past date the eligibility is accordingly updated
- Salary Structure Revision : when salary structure is revised
- LWP Added / LWP Removed : eligibility is increased / decreased with LWP is approved or withdrawn, whenever there is a deduction / addition due to LWP approval / withdrawal the associated leave request number is also shown in the report
- Recovery in Payroll : if a reimbursement/claim head is removed from salary and then a backdated LWP is approved from a period when this head was included in salary structure then the reduced eligibility is recovered in next payroll

Click on "Export to Excel" to get output in excel format.



    • Related Articles

    • Reports - Employee claim summary

      Reports >Payroll > Claims Reports This report is use to review the summary for claim heads employee wise for a financial year. Heads visible in this report are similar to what is shown to the employee from where he submits the claim - refer article ...

    • Reports - Claim register

      Reports > Payroll > Claims Reports Through this report you can get the register of claim heads with details of - 1. Opening : this is the month's opening 2. Eligibility : the amount credited/accrued to employee's account 3. Claim paid through payroll ...

    • Reports - PT Payments details

      Reports > Payroll > PT Forms This report is used to download payment details of payment made against Professional Tax deductions. Click on "Export to Excel" to get output in Excel format.

    • Reports - LWF Payment Details

      Reports > Payroll > Labor Welfare Fund Updated payment details again LWF can be downloaded from this report. Select the month and click on Generate Report. Click on "Export to Excel" to get output in excel format.

    • Reports - TDS Payments Details

      Reports > Payroll > Miscellaneous Reports From this report the details of TDS payments made against the TDS liability for an employee for a month can be downloaded. Data is available for Regular employees and Retainers separately. Click on "Export to ...