SAMPANN User Manual- BSNL VRS 2019- HoO (Version 1.

1)

BSNL Voluntary Retirement Scheme 2019

System for Accounting and Management of Pension
(SAMPANN)
COMPREHENSIVE PENSION MANAGEMENT SYSTEM

User Manual

Volume I
Version: 1.1

Saturday, November 23, 2019

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 SAMPANN User Manual- BSNL VRS 2019- HoO (Version 1.1)

Document Version

Sl. No. Version Release Date Remarks

First version for BSNL employees SSA unit

1 1.0 22-11-2019

2 1.1 23-11-2019 2nd Version – customized for BSNL VRS 2019

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 SAMPANN User Manual- BSNL VRS 2019- HoO (Version 1.1)

Executive Summary
“Sanchar Pension, Seedha Vitaran”

Department of Telecommunications (DoT) launched a Comprehensive Pension Management

System (CPMS) with the brand name SAMPANN which brings processing, sanctioning,
authorisation and disbursement under a common online platform for the pensioners of the
Telecom Department. This platform shall also be used for BSNL Voluntary Retirement Scheme
2019 Pensioners.
To this end, the Head of Office module will be extended to BSNL units like SSAs, Circles Offices
and Corporate Office to enable them to initiate the pension cases and ensure smooth and
quick functioning.

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Table of Contents
Executive Summary.................................................................................................................... 2
Table of Contents ....................................................................................................................... 3
CHAPTER 1.................................................................................................................................. 4
1.1 Comprehensive Pension Management System (CPMS) ...................................................... 4
1.2 Users .................................................................................................................................... 4
1.3 Launching& Logging into CPMS ........................................................................................... 4
1.4 CPMS Dashboard.................................................................................................................. 5
1.5 User Creation &Management .............................................................................................. 6
1.7 Collection &Submission of Pension Papers ......................................................................... 7
1.7.1 For BSNL .................................................................................................................................. 7
1.7.1.2 DH Creation ...................................................................................................................... 7
CHAPTER 2................................................................................................................................ 10
2. HoO Unit............................................................................................................................... 10
2.1 Normal Pension Case ......................................................................................................... 10
2.1.1 Creation of Retiree Profile .................................................................................................... 10
2.1.2 Service Book Verification ...................................................................................................... 11
2.1.3 Send Form to Retiree (8M BDR) ............................................................................................ 12
2.1.4 Form Received (6M BDR) ...................................................................................................... 14
2.1.5 Form Verification (4M BDR) .................................................................................................. 17
2.1.6 Form 7.................................................................................................................................... 19
2.1.7 Form 8.................................................................................................................................... 23
2.1.8 Send to PAO........................................................................................................................... 25
2.1.9 View Forms ............................................................................................................................ 27

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CHAPTER 1
1.1 Comprehensive Pension Management
System (CPMS)
CPMS is a web portal for Pension Processing, Direct Disbursement, Accounting and Auditing
of Pension and Pensionary Benefits to Pensioners of Department of Telecommunication. It
has been designed with the following objectives:

 Direct Credit of pensionary benefits and pension to Pensioners’ Bank Account.

 Bringing greater transparency in processing of pensions.
 Reducing delays in disbursement of pension and arrears of pension.
 Digitization of forms and streamlining in HoO and CCA offices to reduce time and
effort.
 Optimum utilization of resources in processing and disbursement of pension.
 Providing timely updates and alerts to the Pensioners.
 Creating a platform for direct interaction with pensioners for serving them better.
 Improving the quality of service through consistent and standardized work programs.
 Creating a faster and more responsive online grievance registration and redressal
system.
 Providing real time MIS to CCA and senior officers of DoT and Controller General of
Communication Accounts (CGCA).

1.2 Users
This User Manual has been designed for the needs of different users of the application. The
target users are listed below –

 BSNL field units for BSNL Voluntary Retirement Scheme 2019

1.3 Launching& Logging into CPMS

Users have to take following steps in order to login in to CPMS application.

1. Enter URL www.dotpension.gov.in in web browser* to go to login screen.

(*the preferred web browser for CPMS use is Google Chrome and for DSC, it is
Internet Explorer Version 9 or 11).
2. Enter User Name.
3. Enter Password.
4. Enter Captcha.
5. Click on Login button.

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1.4 CPMS Dashboard

Upon successful logging into CPMS, user will land on the home screen. For consistency, the
panel on the left shows the Menu options for selection depending upon the work involved.

Menu is arranged as per the sequence of operation and the frequency of usage depending
upon the type of user logged in. (Fig 1.0, 1.1)

Once the selection is made, the information is displayed in tabular form. The top right corner
of the screen will show the User (logged in) profile and photograph, if available. The logout
option is next to the user detail at the top right.

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Fig 1.0

Fig 1.1

1.5 User Creation &Management

 SAMPANN is based on a hierarchy of users and BSNL users will be a part of this
hierarchy
 At the top level is the DoT User as Administrator, then CCA office user at level II and
then comes BSNL users. There are two BSNL users: HoO, i.e. Head of Office user and

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then DH i.e. Dealing Hand user. In addition, there are retiree users.
Administrator
At DoT level

CCA
At CCA level

HoO
At BSNL Approver
level

DH

Retiree
At BSNL level

User IDs in SAMPANN system from BSNL perspective are created in the following manner:

 For every SSA, Circle and Corporate office, one user shall be created called ‘HoO’ i.e.
Head of office. These offices shall send an offline request to respective CCAs for
creation of their users by providing mobile number to CCAs for creation of user.
 CCAs shall create the HoO user and intimate SSA offices about the user credentials.
The officials shall login into the system with the user name and password shared and
upon logging in, the official shall be required to provide basic details.
Please note that the user should change his/her password immediately after the first
login. It should also be noted that there can only be one Head of Office user per SSA
or Circle Office or Corporate Office.
 After this, HoO user shall create the DH user i.e. Dealing Hand user. It may be noted
that DH and HoO users shall be as nominated by BSNL.

1.7 Collection &Submission of Pension Papers

1.7.1 For BSNL
1.7.1.2 DH Creation
a) HoO will create the login for DH.
b) Path to create the DH User Login: Login as HoO Users User Registration (Select
the Role Type as DH, fill the user detail and save it). (Fig 1.8 (A) and 1.9 (A))
c) After creating the login, HoO will assign the authorization of modules to DH by clicking
on the Lock icon in the authorization column. Fig 1.9 (i) (A)

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Fig 1.8 (A)

Edit user details Fig 1.9 (A)

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Assign Access Rights Fig 1.9 (i) (A)

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CHAPTER 2
2. HoO Unit
This chapter deals with flow of pension papers in the Head of Office (The term “HoO “is used
for BSNL SSA offices/circle offices/corporate offices.

2.1 Normal Pension Case

2.1.1 Creation of Retiree Profile
 Once Dealing Hand user logs into the system, a list of retirees, will be visible to him
along with all details as shown in the Fig 2.1 (a).
 Select Retiree details on the Menu options available on the left pane.
 This data seen has been directly imported from BSNL’s ERP system and is colour coded
in Yellow. Since the data is from ERP, it will be non-editable.

Fig 2.1(a)
 To view the details, click on the ‘Edit’ button under the Action column.
 Once click on the ‘Edit’ button, a pop up window will open having basic information
of the retiree.
IMPORTANT:-It should be ensured that for all BSNL Voluntary Retirement Scheme -
2019 retirees, the Type of Retirement is “BSNL Voluntary Retirement Scheme -2019”
and the Date of Retirement is 31/01/2020. If there is any discrepancy, it should be
immediately informed to the concerned CCA office. Also, mobile number being
entered should be an active number so that alerts can be sent to the retiree.

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 At this stage, if the Dealing Hand user feels that the retiree does not belong to his/her
circle but another or the retiree details are not correct, he/she should immediately
inform the respective circle CCA office.

2.1.2 Service Book Verification

 Now DH should go to the Action->Normal Pension->Service Book Verification.
 DH to re-check the form and send it for approval to HoO for service book verification
by clicking on “Send for Approval” button. (Fig 2.2)

Fig 2.2

 After cases have been sent to the HoO for approval, the HoO will login and go to
Approval  Normal Pension  Service Book Verification shown in Fig 2.2(a).

Fig 2.2(a)

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 The HoO can either approve the cases or return to DH for correction in unverified
period mentioned. If HoO approves the form, the form will appear in ‘Send Form to
Retiree’ tab in DH login.
 Upon return, the HoO has to enter his/her remarks in the remarks column.
 Upon return, case will be visible at DH end under ActionNormal Pension  Service
Book Verification. To that record select “Return From HoO” in the filter at the top of
the page shown in Fig 2.2(b).

Fig 2.2(b)
 Here DH see the remarks of the HoO, make the necessary corrections and resend the
case for HoO’s approval.

IMPORTANT:- Before feeding Service Book information and updating, it has to be ensured
that the Service Book is actually verified for the period mentioned.
IMPORTANT: Please send the cases for approval in batches by selecting multiple at a time for
faster processing and clearing of cases

2.1.3 Send Form to Retiree (8M BDR)

 To process all verified Service Book records, DH go to ActionNormal Pension 
Send Form to Retiree (Fig 2.3)

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Fig 2.3
 After checking the details DH send the cases to HoO for approval by clicking on Send
For Approval
 After cases have been sent to the HoO for approval, the HoO login and login and go
to Approval  Normal Pension  Send Form to Retiree shown in Fig 2.3(a).

Fig 2.3(a)
 The HoO can either approve the cases or return to DH. If approved, the retiree login
is created, and his/her credentials are intimated via SMS. The Retiree can login now
and fill up his pension related forms
 Upon return, DH go to ActionNormal Pension  Send Form to Retiree and then
selecting “Return From HoO” in the filter at the top of the page. See the remarks of

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the HoO, make the necessary corrections and resend the case for HoO’s approval
shown in Fig 2.3(b)

Fig 2.3(b)
IMPORTANT: Please send the cases for approval in batches by selecting multiple at a time for
faster processing and clearing of cases

2.1.4 Form Received (6M BDR)

 After the forms have been filled by the retiree, they will be visible to the DH under
ActionNormal PensionForm Received (Fig 2.4).

Fig2.4
 Now DH can view the forms by clicking on the forms under the Forms Column shown
in Fig (2.4).
 DH to check that the form received is correctly filled and that all scanned documents
uploaded are of good quality. Then on receipt of hard copy (duly signed by the
Retiree), DH may cross verify the details and also check whether all enclosures (as
per checklist) have been duly attached.
 If now, any error is detected by DH, then case has to be returned to retiree with
remarks. DH click on the Return button under the Return column and mention the
error in forms filled shown in Fig 2.4(a).

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Fig 2.4(a)
 Retiree correct the error and resubmit the forms. Care must be taken to ensure that
all details are correct because any errors are detected they can easily be corrected
at this stage itself.
 After cases have been sent to the HoO for approval, HoO go to Approval  Normal
Pension  Form Received shown in Fig 2.4(c ).

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Fig 2.4(c)
 HoO can either approve the cases or return to the DH for correction. Upon approval,
the case moves to Form Verification under the DH’s login.
 Upon return, the HoO enter remarks in the remarks column and click to Return
button.
 Upon return, DH go to ActionNormal Pension  Send Form Received select
“Return From HoO” in the filter at the top of the page view the remarks of the HoO,
make the necessary corrections and resend the case for HoO’s approval shown in
Fig 2.4(d)

Fig 2.4(d)

IMPORTANT:-
1. Photographs uploaded (Single and Joint) should be of good quality and clear.
2. Signature should legible and visible clearly
3. Address can only have alphanumeric characters and no special characters should be
entered. Instead space should be used if needed.
4. Bank Account Details should match the mandate form submitted by the retiree

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5. Family member name and Details (DoB/Marital Status) should be verified with Service
Book.

IMPORTANT: Please send the cases for approval in batches by selecting multiple at a time for faster
processing and clearing of cases

2.1.5 Form Verification (4M BDR)

 This process has been especially incorporated to put another check on correctness
of the forms submitted by Retiree.
 DH go to ActionNormal Pension Form Verification. (Fig 2.5)
 DH click the icon under View Forms column to view the forms.
 DH can view the images uploaded by the retiree by clicking on the icon under the
View Images column.
 If now, any error is detected by DH, then case has to be returned. To return the case
click on the Return button under the Return column.
 Retiree correct the error and resubmit the forms.
 After Checking and verifying the form send it for the approval to HoO by clicking on
“Verify” Button
 HoO go to Approval  Normal Pension  Form Verification shown in Fig 2.5(a).

Fig 2.5(a)
 Here, the HoO will be able to see the cases that have been sent by the DH for
approval. He/She can view the forms by clicking on the icon under the View Forms

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column. The HoO can either approve the cases or return to the DH for correction.
Upon return, the HoO has to enter his/her remarks in the remarks column. Upon
approval, the case moves to Form 7 under the DH’s login. All forms filled by retiree
along with annexures should be countersigned by this stage.

 HoO to Approve/ Return the form as applicable. (Fig 2.8)

 If HoO approves the form, it will appear in ‘Form 7’ tab of DH. In case the HoO returns
the form, it goes back to DH for re-verification.
 Simultaneously, the forms/papers will be countersigned by the competent authority
in the physical file and process for preparation of Form 7 initiated.

Fig2.7

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Fig 2.8

IMPORTANT: Please send the cases for approval in batches by selecting multiple at a time for
faster processing and clearing of cases

2.1.6 Form 7
 After HoO’s approval, the case is fit for Form 7.
 DH go to ActionNormal PensionForm 7. Click on the icon under Form 7.
 Some information in Form 7 is auto populated. Others have to be entered. (Fig 2.6)
 Once this form is filled and next stage initiated it cannot be edited in HoO

Fig 2.6

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 For BSNL Voluntary Retirement Scheme 2019 Retirement Gratuity and Commutation,
shall be deferred and shall be as per BSNL Voluntary Retirement Scheme 2019.
 Certain information in Form 7 is auto populated such as Name and Date of Birth. The
DH has to enter other details such as details non-qualifying service shown in
Fig 2.6(a).

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Fig 2.6(b)
 It should be noted that the fields related to dues will remain disabled.
 Also since retirees cannot apply for commutation at this stage for BSNL
Voluntary Retirement Scheme 2019, the lump sum commutation will be zero
 After the verification, DH will click on tab “Submit and Calculate” to calculate
the pensionary benefits.
 After this the DH will see the calculated Form 7. Then save the generated Form
7 shown in Fig 2.6(c).

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Fig 2.6( c )

 DH click on save calculation and submit button and send it to HoO.

 HoO go to ApprovalNormal PensionForm 7.Click on the Current View to
see the Form 7 shown in Fig2.6(d).

Fig2.6(d)
 HoO will Approve/ Return the form. After approval, the case will move to Form
8 at DH’s login.
 In case of Return, DH go to ActionNormal Pension  Form 7, select “Return
From HoO” in the filter at the top of the page view the remarks of the HoO,
make the necessary corrections and resend the Form 7 for HoO’s approval
shown in Fig2.6(e).

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Fig 2.6(e)

IMPORTANT: -Form 7 calculates the pensionary benefits and pension

as applicable to the pensioner. Once this form is filled and next stage
initiated it cannot be edited in HoO section. Therefore, due diligence
should be exercised while filling in all important fields like Pay Band,
Pay level, Qualifying/Non Qualifying service etc.

In case Wrong or incorrect information is saved in the system, please

immediately inform the concerned CCA.

2.1.7 Form 8
 After HoO’s approval, DH go to ActionNormal PensionForm 8.Some part
of information is auto populated in Form 8. The DH will click on the icon under
Form 8 column to fill details. There will be no recoveries made in SAMPANN
for retirees under the BSNL VRS Scheme 2019. Therefore, DH should simply
click on Save and Send For Approval. (Fig 2.7).

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Fig 2.7
 DH click “Save and Send for Approval”.
 The HoO go to ApprovalNormal PensionForm 8. HoO click on Current
View to view the form. HoO must ensure that no recoveries are made in the
Form 8 generated by the DH.
 HoO either approve/ Return the form.
 If HoO approves the form it will be processed further.

 In case of Return, DH go to ActionNormal Pension  Form 8 select “Return

From HoO” in the filter at the top of the page, view the remarks of the HoO,
make the necessary corrections and resend the Form 8 for HoO’s approval
shown in Fig 2.8

Fig 2.8

 The printouts of Form 7 and 8 can be taken from ‘View Forms’ tab. Approval
of competent authority may be taken on the physical Form 7 and 8.

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2.1.8 Send to PAO

 After HoO’s approval, DH go to ActionNormal PensionSend to PAO. After

viewing, the DH clicks on the icon under Send to PAO column to open the checklist
shown in Fig 2.8.

Fig 2.8

 DH must see if all the required forms have been submitted. DH select the person
eligible for family pension from the list of family members from the dropdown
shown in Fig 2.8(a).

Fig2.8(a)
 DH click on “Send For Approval” and record send for HoO’s approval.
 HoO go to ApprovalNormal PensionSend to PAO.
 To View the record, click on the icon under the Approve column.
 HoO ensured that all papers as per checklist are also sent to CCA in physical copy
as well shown in Fig 2.8(b).

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Fig 2.8(b)
 HoO either click Approve /Return. After approval, the case is sent to the Pension
section of the concerned CCA office automatically.

 Upon return DH go to ActionNormal Pension  Send to PAO and select

“Return From HoO” in the filter at the top of the page, view the remarks of the
HoO, make the necessary corrections and resend the case for HoO’s approval
shown in Fig2.8( c ).

Fig 2.8( c )

IMPORTANT:- After all the aforementioned steps, DH will submit the form to
Pension Section by clicking on “Send to PAO”. While sending this please ensure that
all the documents mentioned in checklist are being sent. The papers may then be
dispatched by post.

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2.1.9 View Forms

 At any point of time, DH and HoO can view the list of all the retirees and their
generated forms that are to be sent to CCA office.
 Printout of all the forms and documents must be taken. These have to be sent to
the concerned CCA in physical files. Only after the receipt of these forms generated
by the system, the CCA offices would be able process the cases further.(Fig 2.9)

Fig 2.9

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