“contribution portal” user manual guide for online userehrmis.pessi.gop.pk/downloadfile/updated...

12/24/2018

User Manual Guide | Punjab Information Technology Board

Punjab Employees Social Security

Institution

“Contribution Portal” User Manual Guide for Online User

“Contribution Portal” User Manual Guide

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[Document Control Page]

Description Date

Version 1.0, Release 1.0: Initial Release December 24, 2018

Note: The above table shows a detailed history of the latest revision of the document.


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Contents [Document Control Page] ............................................................................................................................... 1

OVERVIEW ....................................................................................................................................................... 3

OBJECTIVES ..................................................................................................................................................... 3

ROLES .............................................................................................................................................................. 3

i. Online User ......................................................................................................................................... 3

ii. Local Directorate ................................................................................................................................. 3

iii. Admin PESSI ........................................................................................................................................ 4

Online User ..................................................................................................................................................... 5

1. Login .................................................................................................................................................... 5

2. Forgot your password? ....................................................................................................................... 6

3. Change Password ................................................................................................................................ 6

4. Business Entity .................................................................................................................................... 7

4.1 Profile .......................................................................................................................................... 7

5. POC Profile .......................................................................................................................................... 8

5.1 Profile .......................................................................................................................................... 8

6. Employee ............................................................................................................................................ 9

6.1 Profile for Contribution ............................................................................................................... 9

6.1.1 Employee Profile ....................................................................................................................... 10

7. Monthly Contribution ....................................................................................................................... 10

7.1 Submit ....................................................................................................................................... 10

Create Contribution Manually .................................................................................................. 11

Import MS Excel ........................................................................................................................ 12

7.2 Payment Receipt ........................................................................................................................... 13

7.3 F-4 ................................................................................................................................................. 13

7.4 F-5 ................................................................................................................................................. 14

8. Report ............................................................................................................................................... 15

8.1 Employee Summary .................................................................................................................. 15


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OVERVIEW

In order to improve PESSI Contribution system and citizen facilitation, Punjab Employees Social Security

(PESSI) is launching an “Online Contribution Portal”. Contribution Portal presents a practical opportunity

to invigorate contribution amount by providing the facility to public for online submission of contributions

and maintaining database for the government.

OBJECTIVES

IT based mechanism, having the following goals:

Simplify the procedures to submit monthly contribution

To eliminate processing delays

To avoid users from visiting PESSI for contribution

ROLES

There are three main users of the system:

i. Online User

i. User can add/ view / edit following entities on the portal:

a. POC Profile

b. Employee Profile

c. Dependents

ii. User can submit monthly contribution by two methods:

a. Create Contribution Manually

b. Import MS Excel

iii. User can view / print Contribution Payment Receipt

iv. User can view / print F-4

v. User can view Business Entity and employees’ detail

ii. Local Directorate

i. User has administrative rights of the system

ii. There are Six different types of users and respective logins:

a. Contribution Assistant

b. SSO-C

c. Deputy Director

d. Director

e. Cashier

f. Accountant


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iii. User can add/ edit / active Business Entity Profile

iv. User can approve / reject the contribution request

v. User can view the individual Business Entity and employees detail

iii. Admin PESSI

i. User has administrative rights of the system

ii. User can add / setup following entities:

a. User

b. Wage Contribution Rate

c. Wage Ceiling

d. Health Facility Type

e. Health Facility

iii. User can view Business Entity Profile

iv. User can view following contribution requests:

a. Inprogress

b. Observation

c. Resubmitted

d. Approved

v. User can view the individual Business Entity details and employees

vi. User can view / print following:

a. Declaration form

b. C1 Schedule

c. Payment Receipt

vii. User can view / print F-4

viii. User can view / print F-5

ix. User can view any Business Entity and Employee profile


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Online User

1. Login

i. First connect to the Internet, Double click on any Internet Browser (Internet Explorer, Google

Chrome, Mozilla Firefox etc.).

ii. Type the http://www.ehrmis.pessi.gop.pk/Employer_Login at the Address bar of the Browser

and press Enter button on your keyboard. The home page of “Contribution Portal’s’ Online

Registration System” will be open as shown in figure 1.1

Figure 1.1: Home Page

a. Enter a valid PESSI Registration Number that is received by focal person via Email.

b. Enter Password received by focal person via Email, password is case-sensitive.

c. Press Login button, if the information provided is valid you will have access to dashboard /

main page of the System as shown in figure 1.2

Figure 1.2: Dashboard

http://www.ehrmis.pessi.gop.pk/Employer_Login


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2. Forgot your password?

a. Click “forgot password” text on home page of Contribution Portal

b. Enter Email Address in the respective text box.

c. Press button, if the information provided is valid then password will be

sent at entered email address.

Figure 2.1: Forgot Password

3. Change Password

i. The change password screen is as follows:

a. Enter “Old password”

b. Then enter “New Password” and re-enter again to “Confirm Password”, as shown in the

following screen.

c. Press the “Save” button to apply changes.

Figure 3.1: Change Password


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4. Business Entity

4.1 Profile

i. Click on the Profile tab under the heading of “Business Entity” from the navigation bar

ii. Following details will be displayed:

a. Business Entity Profile

b. Owner Profile

c. Focal Person Profile

d. Health Facility Detail

Figure 4.1.1: Business Entity Profile


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5. POC Profile

5.1 Profile

i. Click on the Profile tab under the heading of “POC Profile” from the navigation bar

ii. List of all focal persons will be displayed with details

a. You can edit employee’s profile by clicking button

Figure 5.1.1: POC Profile Details

iii. You can add new POC Profile by clicking on the “Add New POC Profile” button.

a. Enter Full Name in the respective text box

b. Enter Mobile Number in the respective text box

c. Enter Email Address in the respective text box

d. Click on the button to save the respective data.

Figure 5.1.2: Add new POC Profile


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6. Employee

6.1 Profile for Contribution

i. Click on the Profile for Contribution tab under the heading of “Employee” from the navigation bar

ii. List of all employees will be displayed with details

a. You can view employee’s profile by clicking button

b. You can edit employee’s profile by clicking button

c. You can promote employee by clicking button and then edit details

d. You can separate employee from Company by clicking button and then edit details

Figure 6.1.1: Employees Profile for Contribution

iii. You can add new employee by clicking on the “Add New Employee for Contribution” button.

a. CNIC Verification popup will appear, enter CNIC Number and click on button as

shown in figure 6.1.2

Figure 6.1.2: Employee CNIC Verification


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6.1.1 Employee Profile

i. You can add employee’s “Personal Info” by filling the following mandatory fields:

a. Enter Full Name in the respective text box

b. Enter Father Name in the respective text box

c. Click on respective radio button for Gender

d. Enter CNIC Number in the respective text box

ii. You can add employee’s “Employment Detail ” by filling the following mandatory fields:

a. Enter Designation in the respective text box

b. Select Skill Level from drop-down list

c. Select Employment Type from drop-down list

d. Click on respective radio button for Wage Type

e. Click on respective radio button for Payment Frequency

f. Enter Wage Rate in the respective text box

v. Click on the button to save the data.

7. Monthly Contribution

7.1 Submit

i. Click on the Submit tab under the heading of “Monthly Contribution” from the navigation bar

Figure 7.1.1: Submit Contribution

ii. There are two ways to create monthly contribution, you can choose any of these which are as

follows:

Create Contribution Manually

Import MS Excel


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Create Contribution Manually

i. If your firm has limited number of employees and you can upload each employee’s detail

manually then Click on the Create Contribution button

Figure 7.1.1.1: Create Contribution Manually

ii. Click on the button and total contribution amount with employees salary

detail will be display at bottom as shown in figure 7.1.1.2

iii. Click on the button, contribution request will be submitted

Figure 7.1.1.2: Monthly Contribution Calculation


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Import MS Excel

i. If your firm has large number of employees and it is difficult to upload each employee’s detail

manually then Click on the Import MS Excel button

ii. You can download the PESSI monthly contribution sample file by clicking on Click here text

iii. Upload Contribution file (File Format: XLS/ XLSX/ XLTX) by clicking on button and

then select your file from the system

iv. Click on the button and total contribution amount with employees salary

detail will be display at bottom as shown in figure 7.2.1.1

v. You can remove attached file by clicking button before submission, then you can

upload new contribution file.

vi. Click on the button, contribution request will be submitted

Figure 7.1.2.1: MS Excel Import Monthly Contribution


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7.2 Payment Receipt

i. Once Contribution has been created then PESSI officers will review and approve the request in

case of valid/correct details.

ii. Click on the Payment Receipt tab under the heading of “Monthly Contribution” from the

navigation bar to get voucher

a. You can view Declaration form by clicking respective button

b. You can view C1 schedule by clicking respective button

c. You can print Voucher by clicking button

iii. You can pay Contribution Amount in any branch of Bank of Punjab

iv. Payment status will be changed from Unpaid to Paid after paying Contribution Amount

Figure 7.2.1: Payment Receipt

7.3 F-4

i. Once Contribution amount has been submitted in Bank of Punjab then you can get F-4 payment

voucher

ii. Click on the F-4 tab under the heading of “Monthly Contribution” from the navigation bar to get

F-4 voucher

a. You can view Declaration form by clicking respective button

b. You can view C1 schedule by clicking respective button

c. You can print Voucher by clicking button


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Figure 7.3.1: F-4 Payment Voucher

7.4 F-5

ii. Once Contribution amount has been submitted in Bank of Punjab then you can get F-5 payment

voucher

iii. Click on the F-5 tab under the heading of “Monthly Contribution” from the navigation bar to get

F-5 voucher

a. You can print Voucher by clicking button

Figure 7.4.1: F-5 Payment Voucher


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8. Report

8.1 Employee Summary

i. Click on the Employee Summary tab under the heading of “Report” from the navigation bar

a. You can view or search details of any employee using filters

b. You can download excel file of employees’ detail by clicking button

Figure 8.1.1: Employees Summary

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