skp ascent ess - user manual manual ess.pdf · ascent ess ascent ess user manual skp tricor...

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Table of Contents

Employee Self Services ................................................................................................ 3

Getting Started - User Profile ...................................................................................... 3

Login Window ....................................................................................................... 4

Main Menu ................................................................................................................. 5

My Payslip ............................................................................................................ 5

My Tax Report ....................................................................................................... 5

My Form 16 ........................................................................................................... 5

Income Tax Calculator ........................................................................................... 6

Change Password .................................................................................................. 7

Annual Salary Statement ....................................................................................... 7

Loan Statement ..................................................................................................... 7

Investment Declaration ......................................................................................... 8

Manage My Claims.............................................................................................. 11

Personal Details .................................................................................................. 13

My Documents .................................................................................................... 14

My Queries .......................................................................................................... 14

Survey ................................................................................................................. 15

Previous Income Declaration ............................................................................... 16

Nomination Form ................................................................................................ 18

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Employee Self Services

Employee Self Service enables employees to update their Personnel Information, Investment

Declaration. Employees can also view their Payslips and Income Tax report.

A link will be provided by the Payroll personnel (i.e. https://skptpayroll.skpgroup.com/companyid)

& it will be opened in the users default browser i.e. Internet Explorer/ Firefox/ Mozilla/ Google

Chrome.

Getting Started - User Profile

Click to

Login

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Login Window

• User need to type the User Name, the correct Password and click on Login button.

• These details will be given by Payroll personnel.

• If user forgets the password then user can click on Forgot Password link.

Once the user will logged in to ESS, following menu options will be displayed…

List of

Menus

Alerts &

Messages

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Main Menu

My Payslip

User can View/ Print selected month’s payslip.

My Tax Report

User will able to view current/ Processed Income Tax Report.

My Form 16

Once the financial year gets over and Form 16 has been generated & send to ESS, then user will be

able to view form 16.

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Income Tax Calculator

This option will be helpful to the user for calculating Income Tax. These amounts will not be

updated in Ascent Payroll. User may create new declaration based on these amounts.

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Change Password

Using the option user can change his login password.

Annual Salary Statement

This option shows the details of earnings/deductions and net payable amount for 12 months. This

contents the list of all the processed months in the system.

Loan Statement

This report prints details of the loan accounts.

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Investment Declaration

This module will allow user to enter investment declarations for Income Tax calculation purpose.

Following screen will display the declarations submitted by user till date.

User can enter any number of estimated declarations during the financial year.

Uploaded On date will be displayed against the last submitted declaration only when it is uploaded

in Payroll software. The date of upload will be decided by Payroll personnel for the month.

User can click on New Estimated Declaration button to create new declaration. He may copy the

details of last submitted declarations. In case, last submitted declarations is available then system

will ask for the confirmation.

Chapter VI-A components are defined in Payroll software and displayed in this screen as it is.

Contribution to Provident Fund if any will be automatically picked up from the processed data in

Payroll software at the time of calculating Income Tax.

Note that only the last submitted declaration will be considered for calculation of Income Tax for

the current month.

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Once the all the details are entered and click on Submit button.

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User can preview the declaration report – i.e. Form 12BB.

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An entry of an Actual Investments Declaration will be activated by Payroll personnel.

User will see the following screen when it is activated.

An Actual declaration can be entered batch wise, based on company policy.

However, user can modify the declaration till it gets approved & updated in the payroll.

Manage My Claims

Reimbursement is a Specific payment for out-of-pocket expenses. This system is also called as café

management system. The system is configured by the admin in Ascent Payroll and if employee is

eligible for reimbursement, this module will allow user to enter reimbursement claims. Once the

user clicks on Manage My Claims link, the following screen will display.

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The previous claims will be populated, if any. User can click on New Claim button to create a new

claim. It will display the following screen for entry.

In this screen, user will see his café group level details. The claim number will be automatically

generated once user submits the claim.

The descriptions of

amounts shown in

columns against each

café group are as

under.

Eligibility: The annual

limit.

Accrual: Eligibility up

to the current month.

Claimed: The total of

all claimed amounts.

Paid: Actual paid

amount.

Pending: Total of

claims which are yet to

be approved.

Current: The current

claimed amount.

Balance: This is the actual balance, which user can claim for that particular group.

Balance = Eligibility – (Claimed + Pending + Current)

Enter bill date, its bill no, particulars about the bill and select the head from the dropdown list

under which user are going to claim. And finally enter the amount.

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Personal Details

This module will help user change his personal information such as Address, PAN, Bank, etc. in

Payroll software. User can put a request which will be approved/ rejected by Payroll Personnel.

Approved requests will be uploaded in Payroll software.

Following screen will display the details. User can click on Change button to update the information

& send for approval.

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My Documents

This module will allow users to view other documents sent by the payroll team. Hence, this module

will be available only if View Other Documents option is enabled on the Local ESS.

My Queries

This module will allow user to raise their queries to the respective departments, as assigned. It will

display the following screen for entry.

Once the user clicks on New Query button, it will display the following screen for query to be sent.

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Survey

This is an optional module, activated upon request. This Survey module can be used as a tool for

collecting information as well. Survey screen displays the current status of Active Survey(s) such as

days remaining & response status as shown below.

To complete the survey, click the desired survey link.

Once completed, the status of response is changed as below. It is also possible to change response

till the survey is active.

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Previous Income Declaration

This module will help to an employee who joined after 1st April of current Financial Year (F.Y.) to

enter his/her previous income details. These details are required to calculate proper income tax for

current F.Y.

User need to enter these details based on the Form No. 16 or Provisional Form No. 16 or Final

Income Tax Calculation Worksheet issued by the previous employer. User need to be careful while

entering these details because it will affect his/ her income tax calculation for current F.Y.

User need click on New Previous

Declaration to update the details.

Screen will be shown as below:

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Once the all the details are entered and click on Submit button.

Once the declaration has been

submitted, it will display the

status as shown in the snap shot.

However user can re-submit the declaration by coping the details in to new one. Uploaded On date

will be displayed against the last submitted declaration only when it is uploaded in Payroll

software.

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Nomination Form

This module will allow user to update the Nominee details.

User has to click on button to add nomination. It will display the following screen for entry.

After updating the above details - user has to click on the Save button, it will display the preview of

the updated details. User need to take the printout of the document.

In case there any change, user can update the details directly on the printed form & Sign the same.

User needs to scan the signed form in PDF format & upload using the Upload Now link.

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After uploads are been done, it will be sent for the approval to respective approver.

If required, modification can been done, only after current details are been approved.