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Employee Pension Summary

The Employee Pension Summary report lists pension contribution totals for each employee in the selected period.

Employee Pension Summary with employee and employer contributions

View the report

  1. Go to Reports on the left sidebar.
  2. Under Deduction Reports, open Employee Pension Summary.
  3. Set the Date Range, then click Run Report. Use the filter, compare, schedule, and export options described below.

What the report shows

ColumnDescription
Employee NumberThe employee’s number in Zoho Payroll.
Employee NameThe employee’s name.
Employee StatusWhether the employee is active, exited, or another status shown in the report.
Total Employee ContributionPension amount deducted from the employee.
Total Employer ContributionEmployer pension contribution for the employee.
Total ContributionCombined employee and employer pension contributions.

Use Customize Report Columns to show or hide columns.

Customize Report Columns for Employee Pension Summary

Filter, compare, schedule, and export

After you open this report, you can refine the period, narrow results, schedule report emails, or download the data. For a list of all the reports, see Reports Centre.

Date range and more filters

  1. Choose a Date Range preset (for example This Year, This Month, or Previous Month), or select Custom and pick start and end dates.
  2. Optional: click + More Filters to narrow by fields such as payroll status, department, or work location.
  3. Click Run Report to refresh the results.
Date Range presets on a report Custom date range on a report More Filters on a report

Compare with

If the report shows Compare With, choose a previous year, month, or quarter to contrast with the current period, then click Run Report again.

Compare With options on a report

Schedule the report

  1. Open the schedule option on the report.
  2. Choose how often to send it (Weekly, Monthly, Quarterly, or Yearly).
  3. Add recipients and the file format (PDF, XLS, XLSX, or CSV where available).
  4. Save the schedule.
Schedule Report modal

Export the report

  1. Click Export as.
  2. Choose PDF, CSV (where available), XLS, XLSX, or Zoho Sheet.
  3. Optional: select Protect this file with a password and enter a password of at least 6 characters.
  4. Click Export.
Export as menu on a report Export report as CSV Export report as XLSX with password option

For pension setup, see Pensions.

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