employee self service - tsr darashawthis document is prepared to help the users of tsrdl to...

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1 of 23 Employee Self Service TABLE OF CONTENTS I. INTRODUCTION .................................................................................................................... 2 II. SCREEN DETAILS ................................................................................................................. 2 a. View Employee Information ............................................................................................................ 2 b. Leave Summary ............................................................................................................................... 3 c. Loan Balances .................................................................................................................................. 4 d. View Salary Information .................................................................................................................. 5 e. Pay Slip ............................................................................................................................................ 6 f. View Reports.................................................................................................................................... 7 g. Cumulative Payslip .......................................................................................................................... 8 h. Tax Investment Status ...................................................................................................................... 9 i. Statutory and PF Details................................................................................................................. 10 j. Payslip with Taxplan ...................................................................................................................... 11 k. Income Tax Calculator ................................................................................................................... 12 l. Employee Tax Declaration ............................................................................................................. 13 m. Important Documents ..................................................................................................................... 16 III. ENABLE EXPORT TO EXCEL OR IMPORT FROM EXCEL FUNCTIONALITY ................. 17 IV. DIGITAL SIGNATURE VALIDATION PROCESS ............................................................ 23

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Employee Self Service

TABLE OF CONTENTS

I. INTRODUCTION .................................................................................................................... 2 II. SCREEN DETAILS ................................................................................................................. 2

a. View Employee Information............................................................................................................ 2 b. Leave Summary ............................................................................................................................... 3 c. Loan Balances .................................................................................................................................. 4 d. View Salary Information.................................................................................................................. 5 e. Pay Slip ............................................................................................................................................ 6 f. View Reports.................................................................................................................................... 7 g. Cumulative Payslip .......................................................................................................................... 8 h. Tax Investment Status ...................................................................................................................... 9 i. Statutory and PF Details................................................................................................................. 10 j. Payslip with Taxplan...................................................................................................................... 11 k. Income Tax Calculator ................................................................................................................... 12 l. Employee Tax Declaration............................................................................................................. 13 m. Important Documents..................................................................................................................... 16

III. ENABLE EXPORT TO EXCEL OR IMPORT FROM EXCEL FUNCTIONALITY ................. 17 IV. DIGITAL SIGNATURE VALIDATION PROCESS ............................................................ 23

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I. Introduction

This document is prepared to help the users of TSRDL to understand the various screens available

as part of the Employee Self Service (ESS). This document could also be used as a training material and as a guide for navigating the product.

II. Screen Details

a. View Employee Information

Navigation Sequence: Employee Info Center Employee Information View Employee Information.

This Page will Displays the Information of the employees like Personal Details, Assignment Details, Bank Details

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b. Leave Summary

Navigation Sequence: Employee Info Center Employee Information Leave Summary.

After Open the Page select the Leave Card for the month, Based on the month selected it will displays the Leave Summary on each leave type.

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c. Loan Balances

Navigation Sequence: Employee Info Center Employee Information Loan Balances. On launch of this page it will display all the loan information like Principal amount,

Balance amount etc.

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d. View Salary Information

Navigation Sequence: Employee Info Center Employee Information View Salary Information.

After launching the screen, select the Month, Based on the Month selected it will displays the salary information of the selected month as below screen.

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e. Pay Slip

Navigation Sequence: Employee Info Center Employee Information Pay Slip.

After launching the screen, select the Month, Based on the Month selected it will displays the Pay Slip information of the selected month as below screen.

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f. View Reports

Navigation Sequence: Employee Info Center Employee Information View Reports.

After launching the screen, select the Report name and Report for the Month, and then click on the View Report Button. It will open the selected report in a New Window.

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g. Cumulative Payslip

Navigation Sequence: Employee Info Center Employee Information Cumulative Payslip.

After launching the screen, select the Pay slip for the year, it will display the pay details

of the each pay element for each month.

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h. Tax Investment Status

Navigation Sequence: Employee Info Center Employee Information Tax Investment Status. At launch of the screen, it will display the Tax Investment Status.

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i. Statutory and PF Details

Navigation Sequence: Employee Info Center Employee Information Statutory and PF Details.

At launch of the screen, it will display the Statutory and PF Details like PF Nomination

Details, PF Loan Details and Statutory Balances.

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j. Payslip with Taxplan

Navigation Sequence: Employee Info Center Employee Information Payslip With Taxplan.

After launching the screen, select the Process Period, and then click on the Get PaySlip

Button. It will open the Payslip for the selected month in a New Window.

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k. Income Tax Calculator

Navigation Sequence: Employee Info Center Employee Information Income Tax Calculator.

After launching the screen, enter the Investment Details and click on Compute Button. It

will display the Yearly Tax.

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l. Employee Tax Declaration

Navigation Sequence: Indian Taxes ESS Indian Payroll Taxes Record Income Tax Data. After Launching the screen the below screen will appear. It is having the following links. i. House Rent and Children Education Details

ii. Error! Reference source not found. iii. Form 12C (Other Income) iv. Section 80 Deduction Details Select appropriate link and enter data then click on save button.

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i. House Rent and Children Education Details

Select From Month, To Month, City (Metro or Non Metro) enter the monthly amount and click on save.

ii. Form 12C (Other Income)

Enter the other income details in appropriate item and click on save.

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iii. Section 80 Deduction Details

Enter the Section 80 deduction details in appropriate item and click on save.

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m. Important Documents

Navigation Sequence: Employee Info Centre Employee Information Important Documents.

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III. Enable Export to Excel or Import from Excel Functionality

To enable to Excel or Import from Excel Functionality do the following steps in your machine.

• Open Internet Explorer • Click Tools -> Click Internet Options

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• Click the Security Tab -> Click Trusted Sites Icon -> Click the Sites Icon

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• In the Add this Web site to the Zone Enter https://ess.tsrdarashaw.com and Press the Add Button • The https://ess.tsrdarashaw.com site would be now visible in the Web sites: • Click Ok Button

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• Click the Custom Level

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• In the Reset Custom settings Select Low and Press OK Button

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• Press Apply in the Security Tab and then OK

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IV. Digital Signature Validation Process The following are the links for doing a Digital Signature Verification. Please click on the links provided specific for the Acrobat reader installed on your computer.

• Signature Validation process Adobe Ver 6.0 • Signature Validation Process Adobe Ver 7.0 • Signature Validation process Adobe Ver 8.0 & above