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1 Ramco Systems Employee Self Service (ESS) Training to End Users.

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Presentation on theme: "1 Ramco Systems Employee Self Service (ESS) Training to End Users."— Presentation transcript:

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

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

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

4 4 Ramco Systems This section d isplays the Activity This section displays the Navigation Pane Clicking this icon will open the ESS Home/Landing page 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 the screen in printable format (depending on context) 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 Clicking this Icon will open a new window (depending on security settings) Clicking this icon will display information about the product and version Understanding ESS ESS Functionality Click this icon to log-out of the ESS application

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

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

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

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

9 9 Ramco Systems 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..) Tax Details Record Investment Declaration

10 10 Ramco Systems 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 Tax Details Record Investment Declaration

11 11 Ramco Systems 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 Tax Details Record Investment Declaration

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

13 13 Ramco Systems 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 Tax Details Record Investment Declaration – Rent Details

14 14 Ramco Systems 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. 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 enter default rent value for each month 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 15 Ramco Systems 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. Tax Details Record Investment Declaration – Section 80 Investments

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

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

18 18 Ramco Systems 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 Tax Details Record Investment Declaration – Other Income/Loss

19 19 Ramco Systems 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 Here employee has to choose property in same city or in some other location Here employee has to enter the percentage value This section for Self Occupied details This section for Let-out details Here employee has to enter the PreEMI here If click this button it will calculate each rows values and show the total amount. If click this button it will save the income/loss property in draft mode

20 20 Ramco Systems 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 21 Ramco Systems View and confirm Tax Declarations If you click the submit button it will taken for payroll processing. You cant modify the submitted record and only you can change it on next month.

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

23 23 Ramco Systems 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… Reimbursements Record Medical and Fuel & Maintenance Claims

24 24 Ramco Systems 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 Reimbursements Record Medical and Fuel & Maintenance Claims

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

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

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

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

30 30 Ramco Systems 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. Employee Details Record Employee Dependent Details

31 31 Ramco Systems 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 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 Finally click the submit button and it will save into the system Enter new effective from date. (For a double click it will bring the calendar)

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

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

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

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

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

37 37 Ramco Systems 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 38 Ramco Systems Thank you


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