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 launchedLogin Employees DetailsThis 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 activitiesThe HeaderTool Bar displays various ICONS for carrying out certain actionsClick this icon to log-out of the ESS applicationClicking this icon will display information about the product and versionClicking this icon will open the ESS Home/Landing pageClicking 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 screenThis Icon can be used to refresh (reset) the screen and load it with previously saved dataClicking this Icon will open a new window (depending on security settings)This section displays the Navigation PaneThis section displays the ActivityOrganize Favorites
5 Understanding ESS Navigation Sequence Clicking the activity will open the concerned screen in full screen modeClicking this icon will open the Navigation Pane keeping the screen activeFor 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 rowSelect an existing row and click this icon to ‘Copy’ and paste in a new rowSelect an existing row and click this icon to ‘Cut’ and paste in a new rowClick this icon to search a particular data in the multiline. This would open a ‘Multiline Search’ dialog boxClick this icon to export the multiline data to an Excel spreadsheetClick this icon to view the entire multiline data in a list viewClick this icon to import data from an Excel spreadsheetClick this icon to ‘Insert’ a new row in the multilineActions that can be performed on a multiline grid are provided in the form of these ICONs
7 Understanding ESS ESS Page – Screen Controls Page TitleMandatory, Text ControlDisplay ControlEditable Text BoxCombo or Drop downCluster Heading/CaptionsMultilineCheck boxAction Button“Expand” control
8 At the end of this Module Session…the trainee would know HOW TO: Training ObjectivesIndian TaxesAt the end of this Module Session…the trainee would know HOW TO:Submit Tax DeclarationsView allowed/disallowed amount uploaded by Payroll Operations team
9 Tax Details Record Investment Declaration PurposeTo Add/View/Edit Tax declaration for availing Income Tax exemptions/rebates on Salary IncomeKey FunctionalityAvailable for all regular employeesScreen is designed in Tab style for ease of declarationDeclarations can be recorded for the current financial year(Contd..)
10 Tax Details Record Investment Declaration Key FunctionalityTax details saved as draft are not considered for tax processingInvestment declaration will be considered for tax processing after submissionInvestment Declaration can be recorded till the ‘Proof Submission Cut-off Date’ announced by SPOC
11 Tax Details Record Investment Declaration TabsRecord Investment Declaration screen consists of the following sections maintained as Tabs to simplify entering detailsGeneral InstructionsRent Details and Children Education DetailsIncome /(Loss) from House Property and other IncomeDeductions under chapter VI A (Section 80 C,D,E)Income from Previous EmployerOther Details
12 Tax Details Record Investment Declaration – General Instructions Select the Financial YearClick on ‘Get Details’ button
13 Tax Details Record Investment Declaration – Rent Details PurposeTo declare rent details for HRA exemptionKey FunctionalityRent details can be entered by the user month-wiseCity classification can be chosenCaptures 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 monthAfter 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 monthAfter 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 PurposeTo declare investments under section 80 and avail tax exemptionKey FunctionalityConsists 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 fieldEmployee can choose section 80 items here.
17 Tax Details Record Investment Declaration – Other Income/Loss PurposeTo declare other income or lossKey FunctionalityConsists of two sectionsOther Income/LossNSC InterestContd…
18 Tax Details Record Investment Declaration – Other Income/Loss Key FunctionalityOther Income/Loss“Let out Property Income Calculator” link can be used to open a pre-formatted spreadsheet to compute income/loss against let out propertyInterest 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 jointThis section for Self Occupied detailsHere employee has to enter the percentage valueHere employee has to choose property in same city or in some other locationHere employee has to enter the PreEMI hereIf click this button it will calculate each rows values and show the total amount.This section for Let-out detailsIf click this button it will save the income/loss property in draft mode
20 View and Confirm Tax Declarations Key FunctionalityView and ConfirmUser 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 ObjectivesReimbursementAt the end of this Module Session…the trainee would know HOW TO:Submit Medical,Car,Telephone & Medical ClaimsSubmit Leave Travel Allowance (LTA) ClaimsPrint Claim Covering Sheet for attachment with bills/expense details
23 Reimbursements Record Medical and Fuel & Maintenance Claims PurposeTo submit reimbursement claims for Medical,Car & TelephoneKey FunctionalityThis screen is accessible to all employeesReimbursements in this screen can be claimed for expenses incurred towards:Medical ExpensesCarTelephoneContd…
24 Reimbursements Record Medical and Fuel & Maintenance Claims Key FunctionalityMultiple bills can be entered in a single claimClaims 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 monthThe 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 GroupAfter choosing group, click this button it will show the Annual/Prorated EligibilitySelect Reimbursement ItemSelect 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 amountIf click the save button it will save the claim details in draft mode.If you click the submit button it will go for approvalEmployee Can Delete Draft mode Claim DetailsAfter entered claim details kindly click the compute total claim button8/5/2008 4:06:58 PM8/6/ :26:25 PMAfter Submitting the claim Employee can View or print the submitted claim details
27 Reimbursements View Claims PurposeTo View the Claim DetailsKey FunctionalityView claim itemView 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 PurposeTo Add / Update employee dependent detailsKey FunctionalityEmployees 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 membersSelect gender of the family membersEnter family members DOBSelect dependent Yes/NoEnter new effective from date. (For a double click it will bring the calendar)Finally click the submit button and it will save into the systemIf you are entering family member details very first time in screen, kindly choose the Select option and enter the New Effective From dateIf 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 ObjectivesTax CalculatorAt the end of this Module Session…the trainee would know HOW TO:View Investment and Tax detailsChange the Investment and accordingly view new Tax detailsNavigation: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.