Presentation on theme: "Employee Self-Service Portal Version 3.0 Help reference guide for Employees."— Presentation transcript:
Employee Self-Service Portal Version 3.0 Help reference guide for Employees
LOGIN PAGE To log on to the Employee Self-Service portal: In the Company box of the login page, type the name of your company.
1.In the Username box, type your user ID. 2.In the Password box, type your password, and then click login. Note: You can reset you password by clicking forgot your username or password. You need to provide your company name, username, and id to reset your password.
WELCOME PAGE- THE DASHBOARD After logging into the Employee Self-Service portal, you can view the Welcome page. The Welcome page is also called the Dashboard. On this page, you can: View pay slips, tax slips, and reimbursement slips Submit investment declaration details Submit claims Check the claim approval status View the approved claims In addition to these tasks, you can also change your password on the profile tab of the Welcome page. On the upper-right corner of the Welcome page, a welcome message is displayed along with your name and your last login details. Note: You can view the Welcome page by clicking home.
REPORTS On the report tab, you can : View your monthly pay slip View monthly tax slip View reimbursement slip
PAY SLIP To view your pay slip for a particular month: 1.On the report tab, click Pay Slip. 2.On the View Pay Slip page, in the Retrieve Your Pay Slip for box, select the month and year, and then click Retrieve.
PAY SLIP A pay slip will appear as shown below.
TAX SLIP To view your tax slip for a particular month: 1.On the report tab, click Tax Slip. 2.On the View Pay Tax Slip page, in the Retrieve Your Tax Slip for box, select the month and year, and then click Retrieve.
TAX SLIP A tax slip will appear as shown below.
REIMBURSEMENT SLIP To view your reimbursement slip: 1.On the report tab, click Reimbursement Slip. 2.On the Reimbursement Slip page, in the Retrieve Your Reimbursement Slip for box, select the month and year, and then click Retrieve.
REIMBURSEMENT SLIP Displayed below is a sample Reimbursement slip for an employee.
DECLARATIONS On the declarations tab, you can submit: Investment Declarations Investment proof
INVESTMENT DECLARATION You can use the Investment Declaration form to submit your Investment Declarations for the current financial year. After filling the form, you can make changes to the data entered till you submit the declaration details to the HR. As a best practice, it is advisable to read the instructions available at the the top of this page before filling out the declaration form.
INVESTMENT DECLARATION After filling the declaration details, you can: Click Save and continue…to save but not submit the the investment declarations details. Read the declaration given, and then click Save and Submit to Submit Investment Declaration form.
INVESTMENT PROOF SUBMISSION At the end of the financial year, you can submit the Investment Proof form. You can fill the form online (on the ESS portal), and the print the form for submitting it to the HR management, along with your investment proof documents.
INVESTMENT PROOF SUBMISSION After filling the declaration details, you can: Click Save and continue…to save but not submit the the investment declarations details. Read the declaration given, and then click Save and Download to download the proof documents on your computer.
CLAIMS On the claims tab of the Welcome page, you can submit bills to claim reimbursement amounts. On the claims tab, you can: Submit claims Check the claims that are awaiting approval View the approved claims
SUBMIT CLAIMS You can submit the following claims (as per eligibility) on the claims tab: Medical Reimbursements LTA Reimbursements Fuel/Vehicle Reimbursements Phone Reimbursements Driver Reimbursements Books and Periodics Reimbursements Professional Pursuit Expenses You can add, edit, delete and submit the above mentioned claims as per your eligibility by using the options available on the Submit Claim menu.
CLAIMS AWAITING APPROVAL You can check the status of your submitted claims, if they have been approved or are awaiting approval on the Claims Awaiting Approval and the Approved Claims menus. After you submit a bill for reimbursement, it moves to the Claims Awaiting Approval menu. After your claim is approved, it moves to the the Approved Claims menu.
ALL REIMBURSEMENTS You can click the Print button to print the claim details displayed on the page. The View/Print ALL Reimbursement Claims page displays all the claims you submitted that are awaiting approval. You can access this page if you want to view all the claims that are awaiting approval.
APPROVED CLAIMS You can check the claims that have been approved on the Approved Claims menu under the claims tab. You can compare the amount you claimed and the amount approved by your supervisor/HR along with their remarks. After viewing the approved claims, you can view or print out the reimbursement slip.
PROFILE – CHANGE PASSWORD On the profile tab, you can change your password and download documents circulated by the HR managers. To change your password: 1.On the profile tab, click Change Password. 2.On the Change Password page, enter your current password and desired new password details, and then click Save Changes.
DOWNLOAD YOUR DOCUMENTS On the profile tab, you can click Download Your Documents, and on the Download Documents page, you can click the required document to download the document on your computer.
SIGN-OUT You can click sign-out to log out of the ESS application.
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