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Employee Self Service (ESS) Training to End Users

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Presentation on theme: "Employee Self Service (ESS) Training to End Users"— Presentation transcript:

1 Employee Self Service (ESS) Training to End Users
1

2 ESS Training 1 2 3 4 Reimbursements Indian Taxes Family Member Details
Tax Calculator

3 Understanding ESS ESS Home / Landing Page
On selection of the Business Process ‘Self Service’, the Module/Component wise menu listing will be launched Login Employees Details This tab displays the Activity links recently visited by employees

4 Understanding ESS ESS Functionality
On click of this Icon all the Modules/ Components would expand and open all activities The Header Tool Bar displays various ICONS for carrying out certain actions Click this icon to log-out of the ESS application Clicking this icon will display information about the product and version Clicking this icon will open the ESS Home/Landing page Clicking this Icon will open the screen in printable format (depending on context) This icon can be used to cancel the current transaction and close the screen This Icon can be used to refresh (reset) the screen and load it with previously saved data Clicking this Icon will open a new window (depending on security settings) This section displays the Navigation Pane This section displays the Activity Organize Favorites

5 Understanding ESS Navigation Sequence
Clicking the activity will open the concerned screen in full screen mode Clicking this icon will open the Navigation Pane keeping the screen active For ease of usage, screens are grouped under logical modules termed as ‘Components’. Individual screens under each component are termed as ‘Activities’. ‘Components’ ‘Activities’ Sync. pictures

6 Understanding ESS Working with Multiline
Select an existing row and click this icon to ‘Delete’ an existing row Select an existing row and click this icon to ‘Copy’ and paste in a new row Select an existing row and click this icon to ‘Cut’ and paste in a new row Click this icon to search a particular data in the multiline. This would open a ‘Multiline Search’ dialog box Click this icon to export the multiline data to an Excel spreadsheet Click this icon to view the entire multiline data in a list view Click this icon to import data from an Excel spreadsheet Click this icon to ‘Insert’ a new row in the multiline Actions that can be performed on a multiline grid are provided in the form of these ICONs

7 Understanding ESS ESS Page – Screen Controls
Page Title Mandatory, Text Control Display Control Editable Text Box Combo or Drop down Cluster Heading/Captions Multiline Check box Action Button “Expand” control

8 At the end of this Module Session…the trainee would know HOW TO:
Training Objectives Indian Taxes At the end of this Module Session…the trainee would know HOW TO: Submit Tax Declarations View allowed/disallowed amount uploaded by Payroll Operations team

9 Tax Details Record Investment Declaration
Purpose To Add/View/Edit Tax declaration for availing Income Tax exemptions/rebates on Salary Income Key Functionality Available for all regular employees Screen is designed in Tab style for ease of declaration Declarations can be recorded for the current financial year (Contd..)

10 Tax Details Record Investment Declaration
Key Functionality Tax details saved as draft are not considered for tax processing Investment declaration will be considered for tax processing after submission Investment Declaration can be recorded till the ‘Proof Submission Cut-off Date’ announced by SPOC

11 Tax Details Record Investment Declaration
Tabs Record Investment Declaration screen consists of the following sections maintained as Tabs to simplify entering details General Instructions Rent Details and Children Education Details Income /(Loss) from House Property and other Income Deductions under chapter VI A (Section 80 C,D,E) Income from Previous Employer Other Details

12 Tax Details Record Investment Declaration – General Instructions
Select the Financial Year Click on ‘Get Details’ button

13 Tax Details Record Investment Declaration – Rent Details
Purpose To declare rent details for HRA exemption Key Functionality Rent details can be entered by the user month-wise City classification can be chosen Captures the number of documents furnished as proofs

14 Tax Details Record Investment Declaration Section 10 Investments – User Entry Sequence
On click of this button employee will get their PAN number and previously entered tax detail. Here employee can enter default rent value for each month After select the default city and default month value if employee click this button each month HRA will fill with the default values. Here employee can choose default city for each month After entered the HRA details employee has to click this button it will save the HRA details in draft mode.

15 Tax Details Record Investment Declaration – Section 80 Investments
Purpose To declare investments under section 80 and avail tax exemption Key Functionality Consists of two sections : “Deductions under chapter VI-A” allows user to enter declarations pertaining to 80D (mediclaim), 80E (education loan) and 80U (disability) etc. “Section 80C” allows user to declare investments against multiple items in the grid. Example: NSC, PPF etc.

16 Tax Details Record Section 80 Details
Eligibility amount column is a calculated field Employee can choose section 80 items here.

17 Tax Details Record Investment Declaration – Other Income/Loss
Purpose To declare other income or loss Key Functionality Consists of two sections Other Income/Loss NSC Interest Contd…

18 Tax Details Record Investment Declaration – Other Income/Loss
Key Functionality Other Income/Loss “Let out Property Income Calculator” link can be used to open a pre-formatted spreadsheet to compute income/loss against let out property Interest paid on housing loan can be added

19 Understanding ESS Tax Module – Income/Loss Property
On click of this button employee will get their PAN number and previously entered tax detail. Here employee has to choose property own by single or joint This section for Self Occupied details Here employee has to enter the percentage value Here employee has to choose property in same city or in some other location Here employee has to enter the PreEMI here If click this button it will calculate each rows values and show the total amount. This section for Let-out details If click this button it will save the income/loss property in draft mode

20 View and Confirm Tax Declarations
Key Functionality View and Confirm User can view the details of investment declarations. Click submit to confirm the declarations.

21 View and confirm Tax Declarations
If you click the submit button it will taken for payroll processing. You can’t modify the submitted record and only you can change it on next month.

22 At the end of this Module Session…the trainee would know HOW TO:
Training Objectives Reimbursement At the end of this Module Session…the trainee would know HOW TO: Submit Medical,Car,Telephone & Medical Claims Submit Leave Travel Allowance (LTA) Claims Print Claim Covering Sheet for attachment with bills/expense details

23 Reimbursements Record Medical and Fuel & Maintenance Claims
Purpose To submit reimbursement claims for Medical,Car & Telephone Key Functionality This screen is accessible to all employees Reimbursements in this screen can be claimed for expenses incurred towards: Medical Expenses Car Telephone Contd…

24 Reimbursements Record Medical and Fuel & Maintenance Claims
Key Functionality Multiple bills can be entered in a single claim Claims are identified by ‘Status’. Users can save a claim in ‘Draft’ status and can modify (add new bills to) it. Users can submit claims till the ‘Payroll Input cut-off Date’ of every month The submitted claim can be printed and enclosed with bills and sent to operations team for checking and processing

25 Reimbursements Record Medical, LTA , Telephone and Fuel & Maintenance Claims (Eligibility Restricted to Monthly-Medical /-PM , Telephone – 500/-PM & Car Maintenance – 6250/-PM) Choose Reimbursement Group After choosing group, click this button it will show the Annual/Prorated Eligibility Select Reimbursement Item Select self or dependent details (if applicable)

26 Reimbursements Record Medical, LTA , Telephone and Fuel & Maintenance Claims
Enter Bill date. (if applicable) Enter Bill amount. (if applicable) Enter Bill Number. (if applicable) Enter claim amount If click the save button it will save the claim details in draft mode. If you click the submit button it will go for approval Employee Can Delete Draft mode Claim Details After entered claim details kindly click the compute total claim button 8/5/2008 4:06:58 PM 8/6/ :26:25 PM After Submitting the claim Employee can View or print the submitted claim details

27 Reimbursements View Claims
Purpose To View the Claim Details Key Functionality View claim item View claim Status

28 Reimbursements View Claims
If employee click sear button it will show claim details with claim id. If employee click any particular claim id, he can able to view that claim details

29 Reimbursements View Claims
If click this button employee can able to view/print the claim details

30 Employee Details Record Employee Dependent Details
Purpose To Add / Update employee dependent details Key Functionality Employees can Add / View / Update their dependents’ details such as Name, Date of Birth, Relationship with employee.

31 Employee Details Record Employee Dependent Details
Enter Family members name. Select relationship of the family members Select gender of the family members Enter family members DOB Select dependent Yes/No Enter new effective from date. (For a double click it will bring the calendar) Finally click the submit button and it will save into the system If you are entering family member details very first time in screen, kindly choose the Select option and enter the New Effective From date If you are adding one more family member or modifying the existing family member details, then choose the Correct option

32 At the end of this Module Session…the trainee would know HOW TO:
Training Objectives Tax Calculator At the end of this Module Session…the trainee would know HOW TO: View Investment and Tax details Change the Investment and accordingly view new Tax details Navigation: Indian Tax - Tax Calculator - Tax Calculator.

33 Tax Calculator Simulate Tax
Click here for view the tax calculator.

34 Tax Calculator Simulate Tax
Just click the Fetch Button for bring values

35 Tax Calculator Simulate Tax
Just click HRA Exception Button for see HRA details

36 Tax Calculator Simulate Tax
Just click the Salary button employee can see the salary details

37 Tax Calculator Simulate Tax
Just enter or change any declarations value and just click Tab key. Then it will show the new tax details according to your modified investment declarations. New Tax value.

38 Thank you


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