## Zoho Payroll Documentation Index Access the complete documentation index at: https://www.zoho.com/uk/payroll/llms.txt Use this file to discover all available documentation pages before proceeding. # Employee Pension Summary ![](/payroll/images/ue-resources/llm-utility-menu/sparkle-ai.svg) Explore With AI ![](/payroll/images/ue-resources/llm-utility-menu/dd-arrow.svg) * [Open in ChatGPT (opens in new tab)](https://chatgpt.com/?prompt=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fuk%2Fpayroll%2Fhelp%2Femployer%2Freports%2Femployee-pension-summary.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.) * [Open in Claude (opens in new tab)](https://claude.ai/new?q=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fuk%2Fpayroll%2Fhelp%2Femployer%2Freports%2Femployee-pension-summary.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.) * ![Copy for LLM](/payroll/images/ue-resources/llm-utility-menu/copy.svg) Copy for LLM * [![View as Markdown](/payroll/images/ue-resources/llm-utility-menu/md.svg) View as Markdown (opens in new tab)](/uk/payroll/help/employer/reports/employee-pension-summary.md) * * * The **Employee Pension Summary** report lists pension contribution totals for each employee in the selected period. ![Employee Pension Summary with employee and employer contributions](/payroll/help/uk/reports/employee-pension-summary/employee-pension-summary.png) * * * ## 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 **Column** **Description** **Employee Number** The employee’s number in Zoho Payroll. **Employee Name** The employee’s name. **Employee Status** Whether the employee is active, exited, or another status shown in the report. **Total Employee Contribution** Pension amount deducted from the employee. **Total Employer Contribution** Employer pension contribution for the employee. **Total Contribution** Combined employee and employer pension contributions. Use **Customize Report Columns** to show or hide columns. ![Customize Report Columns for Employee Pension Summary](/payroll/help/uk/reports/employee-pension-summary/customize-columns.png) * * * ## 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](/uk/payroll/help/employer/reports/). ### 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](/payroll/help/uk/reports/common/date-range-presets.png) ![Custom date range on a report](/payroll/help/uk/reports/common/custom-date-range.png) ![More Filters on a report](/payroll/help/uk/reports/common/more-filters.png) ### 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](/payroll/help/uk/reports/common/compare-with.png) ### 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](/payroll/help/uk/reports/common/schedule-report.png) ### 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](/payroll/help/uk/reports/common/export-as-menu.png) ![Export report as CSV](/payroll/help/uk/reports/common/export-csv.png) ![Export report as XLSX with password option](/payroll/help/uk/reports/common/export-xlsx.png) For pension setup, see [Pensions](/uk/payroll/help/employer/pensions/).