Introduction/Purpose: 

The Pension Schedule Report Vendor Wise module in HRMS is a specialized tool designed to provide a comprehensive and organized summary of pension contributions made by vendors for a specific pay period. The purpose of the Pension Schedule Report Vendor Wise module is to facilitate effective pension fund management and streamline the contribution process for the HR department. 

Dependency:

• Employee Data: To generate vendor-wise pension schedules, the module relies on comprehensive employee data, such as employee type, department, grade, and vendor allocation. Accurate and updated employee records are essential for precise calculations.

• Payroll Data Integration: The module depends on seamless integration with the organization’s payroll system. It requires access to up-to-date and accurate payroll data, including employee salaries, deductions, and employer contributions, to generate precise pension schedules for each vendor.

• Vendor Information: The module depends on a well-maintained database of vendor information. This includes details such as vendor names, contact information, contractual terms, and the specific pension plans each vendor manages for the organization.

How To Navigate: 

The navigation to a Pension Scheduled Report Vendor Wise in a HRMS typically involves the following steps:

• Click on the main navigation icon: The main navigation icon located in the top  right corner of the screen. Clicking on this icon will open the navigation menu, which typically includes links to various sections of the HRMS system.

• Click on the Report section: The Pension Scheduled Report Vendor Wise is located under the Employee Payrolls Reports section. By clicking on the pension scheduled report vendor wise will display an PFA name, employee contribution, employer contribution and total contribution.

Listing: 

• Filter : User can filter the data based on the following categories:
  • Select Pay Period* 
  • Select Employee 
  • Employee Type 
  • Department 
  • Grade 
  • Vendor

Note: “*” represents the mandatory fields to be entered by the user to display the reports.

The user can perform the following actions in this section:

• Submit :The user can use the filter option by using the submit button.

By Clicking on the Actions button, the user can perform the following actions:

• Refresh: The Refresh feature allows users to update or reload the content of an application, and the system updates the latest data set to display the most current information.

• Export: The Export feature enables users to extract data from a system and save it in Excel format.

• Send Mail: The Send Mail feature allows users to compose and send emails directly from an application or platform in Excel, PDF, or both formats.