Transcript ESS Training - GE Healthcare

Employee Self Service (ESS)
Training to End Users
Ramco Systems
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ESS Training
1
Reimbursements
2
Indian Taxes
3
Family Member Details
4
Tax Calculator
Ramco Systems
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Understanding ESS
ESS Home / Landing Page
Login
Employees
Details
On selection of the
Business Process ‘Self
Service’, the
Module/Component
wise menu listing will
be launched
This tab displays
the Activity links
recently visited by
employees
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Understanding ESS
On click of this Icon all
the Modules/
Components would
expand and open all
activities
ESS Functionality
The Header
Tool Bar
displays various
ICONS for
carrying out
certain actions
Click this icon
to log-out of
the ESS
application
Clicking
Clicking
thisthis
iconicon
will
will
open
the ESS
display information
Clicking Home/Landing
this Icon will
about the product
open a new
window
page
and version
(depending on security
settings)
This section
displays the
Navigation
Pane
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This icon can be used
This
Icon
can be
Clicking
this Icon
will
to cancel
the current
used
to
refresh
open
the
screen
in
transaction and close
(reset)
printable
formatthe
the screen
screen
and load
(depending
on context)
it with previously
saved data
This section
displays the
Activity
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Understanding ESS
Navigation Sequence
Clicking the activity
will open the
concerned screen in
full screen mode
Clicking this icon will open
the Navigation Pane
keeping the screen active
For ease of usage,
screens are grouped
under logical
modules termed as
‘Components’.
Individual screens
under each
component are
termed as ‘Activities’.
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Understanding ESS
Working with Multiline
thisrow
icon to search
Select
an Click
existing
Select
an
Select
anexisting
existing
row
a
particular
data in the
andclick
click
this
icon
to
row
this
andand
click
this
icon
to
Click
Click
this
this
icon
icon
to to view
Click
this
multiline.
icon
to
This
would
‘Cut’
and
a
icon
to
‘Delete’
an
‘Copy’
andexport
paste
in ain
Click
this
icon
to
thepaste
entire
the
multiline
multiline
import
open
data
from
a
‘Multiline
an
Search’
new
row
existing
row
new a
row
‘Insert’
new
data
row
data
to in
anaExcel
list view
Excel spreadsheet
dialog box
in the multiline
spreadsheet
Actions that can be
performed on a
multiline grid are
provided in the form of
these ICONs
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Understanding ESS
ESS Page – Screen Controls
Display Control
Page Title
Mandatory, Text Control
Editable Text Box
Combo or Drop down
Cluster Heading/Captions
Multiline
Check box
Action Button
“Expand” control
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Training Objectives
At the end of this Module Session…the trainee would know HOW TO:
 Submit
Tax Declarations
 View allowed/disallowed amount uploaded by
Payroll Operations team
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Tax Details
Record Investment Declaration
•
Purpose
 To Add/View/Edit Tax declaration for availing Income Tax
exemptions/rebates on Salary Income
•
Key Functionality
 Available for all regular employees
 Screen is designed in Tab style for ease of declaration
 Declarations can be recorded for the current financial
year
(Contd..)
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Tax Details
Record Investment Declaration
•
Key Functionality
 Tax details saved as draft are not considered for tax
processing
 Investment declaration will be considered for tax
processing after submission
 Investment Declaration can be recorded till the ‘Proof
Submission Cut-off Date’ announced by SPOC
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Tax Details
Record Investment Declaration
•
Tabs
 Record Investment Declaration screen consists of the
following sections maintained as Tabs to simplify
entering details






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General Instructions
Rent Details and Children Education Details
Income /(Loss) from House Property and other
Income
Deductions under chapter VI A (Section 80 C,D,E)
Income from Previous Employer
Other Details
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Tax Details
Record Investment Declaration – General Instructions
Select the
Financial Year
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Click on ‘Get
Details’ button
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Tax Details
Record Investment Declaration – Rent Details
•
Purpose
 To declare rent details for HRA exemption
•
Key Functionality
 Rent details can be entered by the user month-wise
 City classification can be chosen
 Captures the number of documents furnished as proofs
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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 choose
default city for
each month
Here employee
can enter default
rent value for
each month
After select the default city and
default month value if employee
click this button each month
HRA will fill with the default
values.
After entered the HRA
details employee has to click
this button it will save the
HRA details in draft mode.
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Tax Details
Record Investment Declaration – Section 80 Investments
•
Purpose
 To declare investments under section 80 and avail tax
exemption
•
Key Functionality
 Consists 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.
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Tax Details
Record Section 80 Details
Employee can
choose section
80 items here.
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Eligibility amount
column is a
calculated field
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Tax Details
Record Investment Declaration – Other Income/Loss
•
Purpose
 To declare other income or loss
•
Key Functionality
 Consists of two sections


Other Income/Loss
NSC Interest
Contd…
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Tax Details
Record Investment Declaration – Other Income/Loss
•
Key Functionality
 Other Income/Loss
 “Let out Property Income Calculator” link can be used
to open a pre-formatted spreadsheet to compute
income/loss against let out property
 Interest paid on housing loan can be added
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Understanding ESS
Tax Module – Income/Loss Property
Here employee has
This section for Self to choose property
own by single or
Occupied details
joint
Here employee has
to choose property
in same city or in
some other
location
This section for
Let-out details
Here employee has
to enter the
percentage value
On click of this button
employee will get their
PAN number and
previously entered tax
detail.
Here employee has
to enter the PreEMI
here
If click this button it
will calculate each
rows values and
show the total
amount.
If click this button it
will save the
income/loss property
in draft mode
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View and Confirm
Tax Declarations
•
Key Functionality
 View and Confirm
 User can view the details of investment declarations.
 Click submit to confirm the declarations.
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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.
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Training Objectives
At the end of this Module Session…the trainee would know HOW TO:
 Submit
Medical,Car,Telephone & Medical Claims
 Submit Leave Travel Allowance (LTA) Claims
 Print Claim Covering Sheet for attachment with
bills/expense details
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Reimbursements
Record Medical and Fuel & Maintenance Claims
•
Purpose
 To submit reimbursement claims for Medical,Car & Telephone
•
Key Functionality
 This screen is accessible to all employees
 Reimbursements in this screen can be claimed for expenses
incurred towards:



Medical Expenses
Car
Telephone
Contd…
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Reimbursements
Record Medical and Fuel & Maintenance Claims
• Key Functionality
 Multiple bills can be entered in a single claim
 Claims 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 month
 The submitted claim can be printed and enclosed with bills
and sent to operations team for checking and processing
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Reimbursements
Record Medical, LTA , Telephone and Fuel & Maintenance Claims
(Eligibility Restricted to Monthly-Medical - 1250/-PM , Telephone – 500/-PM & Car Maintenance –
6250/-PM)
Choose
Reimbursement
Group
Select
Reimbursement
Item
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After choosing group, click
this button it will show
the Annual/Prorated
Eligibility
Select self or
dependent details
(if applicable)
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Reimbursements
Record Medical, LTA , Telephone and Fuel & Maintenance Claims
Enter Bill date.
Enter Bill Number.
(if applicable)
(if applicable)
If click the save button it will
save the claim details in draft
mode.
After entered claim
details kindly click the
compute total claim
button
If you click the
submit button it
will go for
approval
Enter Bill amount.
(if applicable)
Enter claim
amount
Employee Can
Delete Draft mode
Claim Details
After Submitting the claim
Employee can View or
print the submitted claim
details
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Reimbursements
View Claims
•
Purpose
 To View the Claim Details
•
Key Functionality
 View claim item
 View claim Status
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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
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Reimbursements
View Claims
If click this button
employee can able
to view/print the
claim details
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Employee Details
Record Employee Dependent Details
•
Purpose
 To Add / Update employee dependent details
•
Key Functionality
 Employees can Add / View / Update their dependents’
details such as Name, Date of Birth, Relationship with
employee.
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Employee Details
Record Employee Dependent Details
Enter Family
members name.
Select relationship
of the family
members
Select gender of
the family
members
Enter family
members DOB
Select dependent
Yes/No
Enter new effective from
date. (For a double click it
will bring the calendar)
Finally click the submit
button and it will save
into the system
If you are entering family
member details very first
time in screen, kindly
choose the Select option
and enter the New
Effective From date
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If you are adding one more family
member or modifying the existing
family member details, then choose
the Correct option
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Training Objectives
At the end of this Module Session…the trainee would know HOW TO:
 View
Investment and Tax details
 Change the Investment and accordingly view new
Tax details
 Navigation:

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Indian Tax - Tax Calculator - Tax Calculator.
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Tax Calculator
Simulate Tax
Click here for view
the tax calculator.
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Tax Calculator
Simulate Tax
Just click the Fetch
Button for bring values
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Tax Calculator
Simulate Tax
Just click HRA Exception
Button for see HRA details
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Tax Calculator
Simulate Tax
Just click the Salary button
employee can see the
salary details
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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.
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Thank you
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