User Requirement Specifications Document

Project : Compfie 2.0

Module : Compfie Pay

User : 2.7 Compfie Pay – Client Employee

Version : 1.0

Date : 29/03/2022

Author : Arun P

Concurred By : Elancheran S

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Table of Contents
1. Introduction.........................................................................................................................3

1.1 Purpose........................................................................................................................3

1.2 Scope of the Project.....................................................................................................3

2. Propose System Web..........................................................................................................3

2.1 Login............................................................................................................................4

2.2 Home...........................................................................................................................4

3. My workspace...................................................................................................................14

3.1 My Attendance & Leave...........................................................................................14

3.2 Revision Detail(s)......................................................................................................24

3.3 Loan(s)/Advance(s)...................................................................................................28

3.4 FBP Planner...............................................................................................................30

3.5 Reimbursement Claim(s)...........................................................................................34

3.6 My Earnings and Tax................................................................................................39

3.7 Income Tax Declaration............................................................................................45

3.8 My Statements...........................................................................................................80

3.9 Profile........................................................................................................................92

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1. Propose System Web
In the proposed system, Client Employee will get individual login. To Login, Client
Employee needs to enter the login credentials which will validate with Client Employee
account table. After successful login, Client Employee will be redirected to the corresponding
home page.

When such a Client Employee does not exist, message will prompt stating that Client
Employee has to check the entered values.

1.1 Login

Figure No – 1.1.1

Login Screen

 Login screen helps Client Employee to enter into this application. Client Employee
will be able to login by providing valid Client Employee name, Password and Group
Short name. After successful login, Client Employee will be redirected to the
corresponding home page.
Group Short name option currently not updated in Proto to take a Screen shot. But IT
team agreed to do this.

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  Forgot Password screen is used to reset Client Employee’s Password. By entering
Client Employee name, Client Employee will get email with password reset link on
the registered email id, using that link Client Employee can reset their Password.

1.2 Home
After Successful login corresponding Home Page will be displayed with all the menus and
status of all activities loaded.
To bring 3/6 months or 1 year data to the dashboard.

Figure No – 1.2.1

Home Screen
In this Dashboard page Client Employee have the following options.
◦ Date Filter option
◦ Search Parameters

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  In the Date filter option, Client Employee will able to choose from and to dates

Figure No – 1.2.2

Search Parameter(s) – List Screen

In the Search Parameter(s) option Client Employee have the following options

Figure No – 1.2.3

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 Figure No – 1.2.4

 Domain(s) Search Option.

In the Domain(s) Search Option Client Employee will able to select one or more
Domains. Likewise
▪ Domain 1
▪ Domain 2
▪ Domain 3 etc

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 Figure No – 1.2.5

 As per his/her requirements Client Employee can able to choose the following things in
the Search Parameter(s) List and can select any one or more appropriate Entity, Unit etc
and also Client Employee have the search option to find the subdivisions in the following
fields.
▪ Legal Entity
▪ Unit
▪ Service Location
▪ Contractor
▪ Pay Group
▪ Cost Center
▪ Department
▪ Designation

And also Client Employee will able to navigate the pages by using next or previous
buttons which are available in each and every page of the above selection.

Figure No – 1.2.6

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Figure No – 1.2.7

Figure No – 1.2.8

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Figure No – 1.2.9

Figure No – 1.2.10

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Figure No – 1.2.11

Figure No – 1.2.12

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Figure No – 1.2.13

Figure No – 1.2.14

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Figure No – 1.2.15

Figure No – 1.2.16

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Figure No – 1.2.17

Figure No – 1.2.18

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 Figure No – 1.2.19

Figure No – 1.2.20

 Client Employee will able to choose from and to date in the date filter option which is
availed in the Search Parameter(s) list.

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 Figure No – 1.2.21

Figure No – 1.2.22

 Apply Filter – By clicking this field Client Employee will able to apply the above
selections.

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  Manpower table in the dashboard shall have male, female and transgender

 All the chart shall have X & Y axis

2. My workspace
2.1 My Attendance & Leave
My attendance & Leave is a Provision given to the Client Employee to view his/her
attendance and leave details with the following fields.

 Flags – By clicking the options which are available in this field Client Employee will
able to filter out the results as per his/her requirement.
o Present
o Absent
o Weekly holiday
o National Holiday
o Leave
o Over Time.

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The fields which are mentioned above are display with the no of days. Client
Employee will able to select/deselect one or more options to get the result as
per his/her need.

Figure No – 2.1.1

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Figure No – 2.1.2

Figure No – 2.1.3

Figure No – 2.1.4

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Figure No – 2.1.5

Figure No – 2.1.6

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 Figure No – 2.1.7

 List of Holiday(s) – By clicking this field Client Employee will able to view the
holiday list for the current year.

Figure No – 2.1.8

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Items Per Page – By clicking this field in the holiday list page Client Employee will able to
set and fix how many items per page should show in the current page. By clicking the back
button which is available in the top left corner, Client Employee will able to close the current
window.

Figure No – 2.1.9

 My Leave Balance – By clicking this field (which is available at the left side bottom
of the current page) Client Employee will able to view his/her leave balance with the
following column headers.
o Type of Leave
o Entitled
o Availed
o Balance
By clicking the back button which is available at the top left corner of the current
page Client Employee will able to close the current window.

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Figure No – 2.1.10

Figure No – 2.1.11

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 Calendar – By clicking this field Client Employee will able to choose the month and
year as per his/her need. By clicking the before and after arrows, Client Employee
will able to get the results for before or next to the current month.

Figure No – 2.1.12

Figure No – 2.1.13

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 Figure No – 2.1.14

 By clicking the filter option which is available at the top right corner of the current
page Client Employee will able to get results by the following options.
o Month
o Week
o Day
o Schedule

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Figure No – 2.1.15

Figure No – 2.1.16

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 Figure No – 2.1.17

Figure No – 2.1.18

2.2 Revision Detail(s)

Revision Detail(s) is a Provision given to the Client Employee to view his/her
Revision details with the following fields.

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 o Gross Components
o Flexi Benefits/Annual Component(s)
o Retiral Component(s)
o Variable Component(s)

Figure No – 2.2.1

By clicking the above four field’s Client Employee will able to show/hide the
informations related within it. All these four components has been further classified
by the following column headers.
 Revision Component
 Effective Date
 Current Earning(s)
Per month
Per Annum
 Revised Earning(s)
Per month
Per Annum
 Difference
Per month
Per Annum
 Si No

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Figure No – 2.2.2

Figure No – 2.2.3

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Figure No – 2.2.4

Figure No – 2.2.5

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  Revision history – By clicking this field Client Employee will able to view his/her
revision history as per their selection.

Figure No – 2.2.6

2.3 Loan(s)/Advance(s)
Loan(s)/Advance(s) Detail(s) is a Provision given to the Client Employee to view
his/her Loan(s)/Advance(s) details with the following Column headers.

o Loan Desc
o Loan Date
o Loan Amount
o Interest Rate
o Installment(s)
o Total Interest Amount
o Total Loan Amount
o Paid Amount
o Remaining Amount
o Si No

All the above fields are differentiated by different colors for the following Loan types.

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  Completed Loan(s)
 Waived off Loan(s)
 Fore Closed Loan(s)

Figure No – 2.3.1

 View Instalment(s) – By clicking this field Client Employee will able to view his/her
Instalment details with all the required Informations. By clicking the back button
which available in the left side corner of the current page Client Employee will able to
close the current window.

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 Figure No – 2.3.2

 Items Per Page – By clicking this field Client Employee will able to set and fix how
many items per page should show in the current page.

Loan Details – Revised Top up details also to be shown.

Figure No – 2.3.3

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2.4 FBP Planner
FBP Planner is a Provision given to the Client Employee to view his/her current value
and can edit the apportioned value with the following fields.

 Choose allowance – By clicking this field Client Employee will able to choose the
following options

o Special Allowance
o Other Incentive
o Attendance allowance

Figure No – 2.4.1

 Add component – By clicking this field (Which is available at the right top corner of
the current page) Client Employee will able to add the above selected allowance. By
adding the above allowance FBP value will increased as per the request and the
mentioned data’s will be added in the bottom table.

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 Figure No – 2.4.2

Figure No – 2.4.3

 Flexi Benefits/Annual component(s) – By clicking this field Client Employee will

able to show/hide the informations related within it. This field is classified by the

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below column headers

o Pay Component(s)
o Current Value
 Per Month
 Per Annum
o Apportioned Value
 Per Month
 Per Annum

In the above column headers Client Employee will able to edit/update the
Apportioned Value (Per Annum). Client Employee should enter numeric value in this
field. By this input per month value (Apportioned) will be auto filled.

Figure No – 2.4.4

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 Figure No – 2.4.5

Once the changes made in Apportioned value column (Per Annum), then Client Employee
will be able to view the auto calculated balance value in right side top corner.
Employee can add FBP planner once in a year and goes to HR for approval.

Figure No – 2.4.6

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  Send For Approval – By clicking this field Client Employee will able to send the
above changes for approval.

Figure No – 2.4.7

2.5 Reimbursement Claim(s)

Reimbursement Claim(s) is a Provision given to the Client Employee to view his/her
previous Reimbursement claim(s) and can able to send approval request for new
claims with the following Fields.

 Reimbursement Component(s) – By clicking this field Client Employee will able to

choose the available component(s)

o Books and Periodical

o Chauffer’s Salary Reimbursement
o Fuel Maintenance A1600cc Reimbursement
o Hard Furnishing Reimbursement
o Internet Reimbursement
o LTA Reimbursement
o Medical annual Reimbursement
o Professional Pursuit Reimbursement
o Telephone Reimbursement etc

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 Figure No – 2.5.1

Figure No – 2.5.2

 Bill Date – By clicking this field Client Employee will able to select the bill date as
per the bill copy.

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 Figure No – 2.5.3

 Reimbursement Type – By clicking this field Client Employee will able to choose the
type of reimbursement.

o Regular
o Subsidiary
o Un-Claimed

Figure No – 2.5.4

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 Reimbursement Amount – By clicking this field Client Employee will able to type
reimbursement amount as per the bill copy. Client Employee should type the numeric
value in this field.

Figure No – 2.5.5

 Upload Bill copy – By clicking this field Client Employee will able to upload the bill
copy from the local drive.

File type & size to be decided for uploading the supporting documents.

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 Figure No – 2.5.6

 Send for approval – By clicking this field Client Employee will able to send the above
inputs as request for approval.

Figure No – 2.5.7

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 Claims List – By clicking this field Client Employees will able view their previous
claim lists.
o Bill Copy – By clicking the data’s which are available under this field Client
Employee will able to download it.

Figure No – 2.5.8

Figure No – 2.5.9

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 o View review Status – By clicking this field Client Employee will able to view
the status of his/her previous requests

Figure No – 2.5.10
 Items per page – By clicking this field Client Employee will able to set and fix how
many items per page should show in the current page.

Figure No – 2.5.11

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2.6 My Earnings and Tax
My Earnings and tax is a Provision given to the Client Employee to view his/her
Earnings and Tax by using the following fields.
o Payroll Detail(s)
o Earning(s)
o Deduction(s)
o Income Tax computation.

Figure No – 2.6.1

 Payroll Detail(s) – In this field Client Employee will able to view his/her total
earnings, Deductions and Net pay by chart and in text.
In the chart, Client Employee will able to select/deselect one or more below
options to get the required results.
 Total Earnings
 Deductions
 Net Pay

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 Figure No – 2.6.2

 Earning(s) – Earning(s) has been classified by the following components.

o Basic
o HRA
o Conveyance
o Special Allowance etc.

Figure No – 2.6.3

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 Deduction(s) – Deductions(s) has been classified by the following components.
o PF etc.

Figure No – 2.6.4

By clicking the Earnings and deductions component Client Employee will able to
show/hide the informations related within it.
The data’s which are available in these two components are differentiated by different
colors for the following fields
 Actual
 Projected

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 Figure No – 2.6.5

Figure No – 2.6.6

 Income Tax Computations – In this field Client Employee will able to click More
Details in the following options.
o Less: Exemptions

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o Less: Standard Deduction, Professional Tax
o Less: Deductions under chap VI A including Sec 80C Deductions
o Less: Tax Recovered.

Less: Exemptions – By clicking more details option, which is available in this

field, Client Employee will able to view the Exemptions informations with the
following headers.
 Section 80C
 Section 80D
 HRA Eligible

Figure No – 2.6.7

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 Figure No – 2.6.8

Less: Standard Deduction, Professional Tax – By clicking more details option,

which is available in this field, Client Employee will able to view the information
as Standard deduction of Rs 50000 and the professional tax amount.

Figure No – 2.6.9

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Less: Deductions under chap VI A including Sec 80C Deductions – By clicking
more details option, which is available in this field, Client Employee will able to
view the Investment Details.

Figure No – 2.6.10

Figure No – 2.6.11

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Less: Tax Recovered – By clicking more details option, which is available in this
field, Client Employee will able to view the information about, how the total tax
payable is arrived.

Figure No – 2.6.12

Figure No – 2.6.13

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2.7 Income Tax Declaration
Income Tax Declaration is a Provision given to the Client Employee to provide the IT
Declaration detail(s) by using the following fields.
o Personal Information
o My Earnings
o Gross Income
o Income Section(s)
o Income from previous Employer
o Other Income
o Let out house property & Self Occupied Property
o Exemption Section(s)
o Regime & Comparison matrix

By clicking the above fields Client Employee will able to view the appropriate contents.

Figure No – 2.7.1

 Personal Information – In this field Client Employee will able to view his/her
personal informations.
o Employee Code
o Employee Name

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 o Age & Category
o Date of joining
o Date of birth
o Gender
o PAN
o UAN
o Aadhar
o Physically challenged
o School going children
o Hostel stay children

Figure No – 2.7.2

 My Earnings – Client Employee will able to view this field by the following two
parts.
o Earnings
o Deductions
Earnings - By clicking this field Client Employee will able to show/hide the
informations related within it. The components which are included in this fields are,

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  Basic
 HRA
 Conveyance
 Special Allowance etc
Deductions - By clicking this field Client Employee will able to show/hide the
informations related within it. The components which are included in this fields are,
 PF etc.
 In both earnings and deductions, Client Employee will able to view the
results by Actual and Projected value with two different colours.

 Limits under each section to be brought in tool tip

Figure No – 2.7.3

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 Figure No – 2.7.4
 Gross Income – By clicking this field Client Employee will able to show/hide the
informations related within it. In this field Client Employee will able to view the Total
Gross with the following details.
o Basic
o HRA
o DA
o Special Allowance

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 Figure No – 2.7.5

 Income Section(s) – By clicking this field Client Employee will able to show/hide the
informations related within it. In this field Client Employee will able to view and Edit
the values in Section 17(2) field for the following details. (Client Employee should
enter the numeric value in this field)
o Free education taken as valuation of perquisites
o Valuation of perquisite in respect of motor car.

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 Figure No – 2.7.6

 Income from previous employer – By clicking this field Client Employee will able to
show/hide the informations related within it. In this field Client Employee will able to
provide the previous employer income details in the following fields.
o Employer Name – In this field Client Employee will able to type the name of
the previous employer.
o Alphabets & Numeric are allowed
o Special characters (For Example - (.)Dot (,)Comma (-)Hyphen (_)Underscore
(&)Ampersand) are allowed.

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 Figure No – 2.7.7
o From Month – By clicking this field Client Employee will able to choose the
required month.

Figure No – 2.7.8

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o From Year – By clicking this field Client Employee will able to type the
required year. (Client Employee should type the four digit number)

Figure No – 2.7.9
o To Month – In this field Client Employee will able to choose the required
month.

Figure No – 2.7.10

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o To Year – By clicking this field Client Employee will able to type the required
year. (Client Employee should type the four digit number)

Figure No – 2.7.11
o Income after exemption – By clicking this field Client Employee will able to
type appropriate amount.

Figure No – 2.7.12

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o PF – By clicking this field Client Employee will able to type PF amount.
(Client Employee should type the numeric value)

Figure No – 2.7.13
o Professional Tax –By clicking this field Client Employee will able to type
appropriate amount. (Client Employee should type the numeric value in this
field)

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 Figure No – 2.7.14

o Total tax paid – In this field Client Employee will able to type tax amount.
(Client Employee should type the numeric value in this field)

Figure No – 2.7.15
o Upload Proof Documents – By clicking this field Client Employee will able to
attach the proof document by clicking the choose file option.

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 Figure No – 2.7.16

o Add info – By clicking this field Client Employee will able to add the same
above details for another employer.

Figure No – 2.7.17

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 o Close(x) – By clicking the close button which is available at the top right
corner, he/she will able to remove the employer details.

Figure No – 2.7.18

 Other Income – By clicking this field Client Employee will able to show/hide the
informations related within it. This field is further classified by the following column
headers.
o Description
o Income Type
o Amount
o In the above mentioned fields Client Employee will able to view and edit the
amount. (Client Employee should type the numeric value in this fields)

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Figure No – 2.7.19

Figure No – 2.7.20

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 Figure No – 2.7.21

 Let out House Property & Self occupied property – This field is further classified by
the following Options.
o Income from Self Occupied property
o Income from let out property1, 2…

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 Figure No – 2.7.22

Figure No – 2.7.23

Income from Self Occupied property - By clicking this field Client Employee will
able to show/hide the informations related within it. This field has been classified by
the following three column headers

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o Particulars
o Eligible amount
o Amount
o In the above three fields Client Employee will able to edit the data’s in amount
field. (Client Employee should type the numeric value in this field)

Figure No – 2.7.24

Lender’s Name – Client Employee will able to type the lender’s name in this
field. (Client Employee should type the Alphabets)
Lender’s PAN – Client Employee will able to type the lender’s PAN number
in this field. (This field should allow only Alphabets and Numeric value)

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 Figure No – 2.7.25
Income from Let-Out Property - By clicking this field Client Employee will able to
show/hide the informations related within it. Client Employee will able to view and
edit the amount in the following fields.
o Annual Letable value/ Rent Received or receivable

Figure No – 2.7.26

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o Less : Municipal Taxes paid during the year

Figure No – 2.7.27
o Less : Unrealized rent

Figure No – 2.7.28

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o Net Annual value (1-(2+3))

Figure No – 2.7.29
o Less deduction from net annual value
Standard deduction @ 30% of net annual value
Interest on housing Loan

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 Figure No – 2.7.30

Figure No – 2.7.31
o Lender’s Name – Client Employee will able to type the lender’s name in this
field.
o Lender’s PAN – Client Employee will able to type the lender’s PAN number
in this field.

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 Figure No – 2.7.32

o Income/Loss from Let out property

Figure No – 2.7.33

By clicking the + Add Let out property (Which is placed in right side top corner of the
Income from let out property 1) Client Employee will able to add the Income from let
out property lists.

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 Figure No – 2.7.34

Figure No – 2.7.35

 Exemption Section(s) – This field is further classified by the following options.

o Rent Detail(s)
o Section 80 C

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 o Section 80 CCC
o Section 80 D
o Section 80 E
o Section 80 U – Permanent Physical disability
o Section 80 DD – Physical handicapped – Dependent
o Section 80 TTA
o Section 80 TTB

Figure No – 2.7.36
Rent Details – By clicking this field Client Employee will able to show/hide the
informations related within it. In rent details Client Employee will able to type the
data’s under the following column headers.
 From Date (Client Employee should type the valid date. Date format –
dd/mm/yyyy)

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 Figure No – 2.7.37

 To Date. (Client Employee should type the valid date. Date format –
dd/mm/yyyy)

Figure No – 2.7.38

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 Per Month (Client Employee should type the numeric value)

Figure No – 2.7.39
 City Name (Client Employee should type the Alphabets)

Figure No – 2.7.40

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 Metro (Y/N)

Figure No – 2.7.41
 HRA Address (This field allows Alphabets, Numeric and special
characters)

Figure No – 2.7.42

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 Name of Landlord (This field allows alphabets only)

Figure No – 2.7.43
 PAN of Landlord (This field allows Alphabets and Numeric values)

Figure No – 2.7.44

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Add (+) – By clicking this field which is located at the right side edge of the
column header, Client Employee will able to add a new row.

Figure No – 2.7.45

Remove – By clicking this field which is located at the right side edge of the
each row, Client Employee will able to remove the particular row in the lists.

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 Figure No – 2.7.46
Section 80 C – By clicking this field Client Employee will able to show/hide the
informations related with in it. In this field Client Employee will able to edit the value
(Client Employee should type numeric value in this field) and upload the required
documents for the following options.
 Mutual fund
 Public Provident Fund
 National Savings Certificate
 National savings certificate interest
 Unit Linked insurance plan
 Equity Linked savings scheme
 Life insurance policy
 NPS Scheme
 Sukanya Samriddhi yojana etc

Page 81 of 135
Figure No – 2.7.47

Figure No – 2.7.48

Page 82 of 135
Section 80 CCC – By clicking this field Client Employee will able to show/hide the
informations related with in it. In this field Client Employee will able to edit the value
(Client Employee should type numeric value in this field) and upload the required
documents for the following options.
 Contribution to pension fund etc

Figure No – 2.7.49

Figure No – 2.7.50
Page 83 of 135
Section 80 D – By clicking this field Client Employee will able to show/hide the
informations related with in it. In this field Client Employee will able to edit the value
(Client Employee should type numeric value in this field) and upload the required
documents for the following options.
 Self/Family – Medical Insurance premium for individual or
dependent(Limited to Rs. 25000)
 Medical Insurance premium for senior citizen (Individual or
Dependent) (Limited to Rs. 50000)

Figure No – 2.7.51

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 Figure No – 2.7.52
Section 80 E – By clicking this field Client Employee will able to show/hide the
informations related with in it. In this field Client Employee will able to edit the value
(Client Employee should type numeric value in this field) and upload the required
documents for the following options.
 Interest on Education Loan etc

Figure No – 2.7.53
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 Figure No – 2.7.54
Section 80 U – By clicking this field Client Employee will able to show/hide the
informations related with in it. In this field Client Employee will able to edit the value
(Client Employee should type numeric value in this field) and upload the required
documents for the following options.
 Severity below 80%
 Severity 80% and above

Page 86 of 135
 Figure No – 2.7.55

Figure No – 2.7.56

Section 80 DD– By clicking this field Client Employee will able to show/hide the
informations related with in it. In this field Client Employee will able to edit the value

Page 87 of 135
(Client Employee should type numeric value in this field) and upload the required
documents for the following options.
 Severity below 80%
 Severity 80% and above

Figure No – 2.7.57

Figure No – 2.7.58

Page 88 of 135
Section 80 TTA– By clicking this field Client Employee will able to show/hide the
informations related with in it. In this field Client Employee will able to edit the value
(Client Employee should type numeric value in this field) and upload the required
documents for the following options.
 Interest on deposits in savings account

Figure No – 2.7.59

Figure No – 2.7.60
Page 89 of 135
Section 80 TTB – By clicking this field Client Employee will able to show/hide the
informations related with in it. In this field Client Employee will able to edit the value
(Client Employee should type numeric value in this field) and upload the required
documents for the following options.
 Interest on deposits held by Sr. Citizen Employee

Figure No – 2.7.61

Figure No – 2.7.62
Page 90 of 135
 Regime & Comparison Matrix – This field is further classified by the following
options.
o Income
o Exemption
o Computed sheet

Figure No – 2.7.63

By clicking this three fields Client Employee will able to show/hide the
informations related within it and all these three fields are classified by the
following Column headers with the appropriate data’s.
 Particular(s)
 Exemption
 Computed Sheet

Page 91 of 135
 Figure No – 2.7.64
As per the requirement Client Employee will able to choose anyone of the
below option (Which is located at the bottom of the screen) to submit the
declaration by clicking the submit button.
 Old Regime
 New Regime

Page 92 of 135
 Figure No – 2.7.65

Previous or Next – By clicking the previous or next button (Which is available at the bottom
of above mentioned 9 pages) Client Employee will move to the next or previous pages
accordingly.

Figure No – 2.7.66
History – By clicking this button (Which is available at the top left corner of the current
page) Client Employee will able to view the history of Transaction and approval. By clicking
the back button in the history page Client Employee will able to close the current window.

Page 93 of 135
 Figure No – 2.7.67
Save as Draft – By clicking this button Client Employee will able to save the edited items.

\Figure No – 2.7.68

Page 94 of 135
2.8 My Statements
My Statements is a Provision given to the Client Employee to view and Download the
following reports.
o Pay slip
o TDS Worksheet
o Form12BB
o Form 16 Report

Figure No – 2.8.1

 Pay Slip – By clicking this field Client Employee will able to view and download
his/her own pay slips by the following fields.
 Payroll Month – By clicking this field Client Employee will able to
select the required month
 Payroll Year – By clicking this field Client Employee will able to
select the required year
 View Pay slip – By clicking this field Client Employee will able to
view the generated pay slip.
 Download Pay slip – By clicking this field Client Employee will able
to download his/her pay slip.

Page 95 of 135
Figure No – 2.8.2

Figure No – 2.8.3

Page 96 of 135
Figure No – 2.8.4

Figure No – 2.8.5

Page 97 of 135
 TDS Worksheet – By clicking this field Client Employee will able to view and
download his/her own TDS Worksheet by the following fields.
 Choose Financial Year – By clicking this field Client Employee will
able to select the Financial Year.
 View TDS Worksheet – By clicking this field Client Employee will
able to view the TDS worksheet.
 Download TDS Worksheet – By clicking this field Client Employee
will able to download his/her TDS Worksheet.

Figure No – 2.8.6

Page 98 of 135
Figure No – 2.8.7

Figure No – 2.8.8

Page 99 of 135
 Figure No – 2.8.9

 Form 12BB – By clicking this field Client Employee will able to view, upload and
download his/her Form 12BB by the following fields.

Figure No – 2.8.10
 Choose Financial Year – By clicking this field Client Employee will
able to select the Financial Year.

Page 100 of 135

 Figure No – 2.8.11

 Form 12BB Option(s) – In this field Client Employee will able to

choose any one of the following options.
 Form 12BB Generate
 Upload Signed copy of Form 12BB
If a Client Employee choose the upload signed copy of Form 12BB
then he/she will able to attach a file by clicking the choose file option
to upload Form 12BB.
If a Client Employee choose the Form 12BB Generate options then
he/she will able to view or download the Form 12BB by the following
fields.

Page 101 of 135

 Figure No – 2.8.12

 View Form 12BB – By clicking this field Client Employee will able to
view the Form 12BB.

Figure No – 2.8.13

Page 102 of 135

  Download Form 12BB – By clicking this field Client Employee will
able to download his/her Form 12BB.

Figure No – 2.8.14

 Form 16 Report – By clicking this field Client Employees will able to view and
download his/her Form 16 Report by the following fields.

 Form 16 available to the employees in Compfie Pay ESS portal is inclusive of Form
16 downloaded from Traces

Page 103 of 135

 Figure No – 2.8.15

 Choose Financial Year – By clicking this field Client Employee will

able to select the Financial Year.

Figure No – 2.8.16

 View Form 16 – By clicking this field Client Employee will able to

view his/her Form 16.

Page 104 of 135

 Figure No – 2.8.17

 Download Form 16– By clicking this field Client Employee will able
to download his/her Form 16.

Figure No – 2.8.18

Page 105 of 135

2.9 Profile
Profile is a Provision given to the Client Employee to view and Edit his/her personal
details by the following fields.

o KYC Status Detail(s)

o Emergency Contact Detail(s)
o Family Member Detail(s)
o Nominee Detail(s)
o Personal Information

Figure No – 2.9.1

Page 106 of 135

 Figure No – 2.9.2

 Edit Details - By clicking the edit detail(s) option (which is available at the top
right corner of the current page) Client Employee will able to edit all the
above informations.

 Profile Picture – By clicking the edit option in profile picture (Which is

Page 107 of 135

available at the top left corner of the current page) Client Employee will able
to attach a new profile picture.
By clicking the Remove option in profile picture (Which is available at the top
left corner of the current page) Client Employee will able to remove the
current profile picture.

Figure No – 2.9.3

Figure No – 2.9.4

Page 108 of 135

 Personal Informations – In this field Client Employee will able to edit his/her
personal information by the following fields.
o Employee Name – By clicking this field Client Employee will able to
edit his/her Name.

Figure No – 2.9.5
o Date of Birth – By clicking this field Client Employee will able to edit
his/her DOB.

Figure No – 2.9.6

Page 109 of 135

o Fathers Name – By clicking this field Client Employee will able to edit
his/her father’s name.

Figure No – 2.9.7

o Marital Status – By clicking this field Client Employee will able to

choose (Edit) his/her current marital status.

Figure No – 2.9.8

Page 110 of 135

o Address – By clicking this field Client Employee will able to edit
his/her current address.

Figure No – 2.9.9

o Mobile Number – By clicking this field Client Employee will able to

edit his/her current mobile number. (Client Employee should not enter
more than ten numeric numbers)

Figure No – 2.9.10

Page 111 of 135

o Email ID – By clicking this field Client Employee will able to edit
his/her current email id. (Client Employee should enter a valid Email
ID which should include a special character “@”)

Figure No – 2.9.11

o By clicking the following fields Client Employee will able to choose

the options as per their requirement.
 State
 City
 District
 Blood Group

Page 112 of 135

Figure No – 2.9.12

Figure No – 2.9.13

Page 113 of 135

Figure No – 2.9.14

Figure No – 2.9.15

Page 114 of 135

 o Client Employee will able to view (Couldn’t update) the following
fields in this Personal informations window.
 Designation
 Department
 Date of joining
 Qualification

Figure No – 2.9.16

 KYC Status Detail(s) – By clicking this field Client Employee will able to
Show/Hide the informations related within it. KYC Status Details(s) has been
classified by the following column headers.
o Document Name
o Document Details
o Attachment(s)

Page 115 of 135

 Figure No – 2.9.17

Client Employee will able to edit his/her document no’s by clicking the
Document details option for the following document names.
o Aadhar No
o Driving License No
o Voter Id Card No
o PAN Card No
o Passport No

Page 116 of 135

Figure No – 2.9.18

Figure No – 2.9.19

Page 117 of 135

Figure No – 2.9.20

Figure No – 2.9.21

Page 118 of 135

 Figure No – 2.9.22

Client Employee will able to attach the proof by clicking the choose file
option for all the above mentioned document names. That proof file should be
PDF/Excel format and it should not exceed 25MB.

Figure No – 2.9.23
Page 119 of 135
 Emergency Contact Detail(s) – By clicking this field Client Employee will
able to Show/Hide the informations related within it. In this field Client
Employee will able to edit his/her emergency contact details by the following
fields.
o Relationship – By clicking this field Client Employee will able to
choose the available relationship options.

Figure No – 2.9.24
o Name of the relationship – By clicking this field Client Employee will
able to edit the emergency contact person’s name.

Page 120 of 135

 Figure No – 2.9.25

o Contact No – By clicking this field Client Employee will able to edit

his/her emergency contact persons mobile no. (Client Employee should
not enter more than ten numbers)

Figure No – 2.9.26

o Address – By clicking this field Client Employee will able to edit

Page 121 of 135

 his/her emergency contact persons address.

Figure No – 2.9.27

o Add contact – By clicking this field Client Employee will able to add
more emergency contacts with the above mentioned fields.

Figure No – 2.9.28

Page 122 of 135

 o Close – By clicking the close button (Which is available at the right
side corner of the current content) Client Employee will able to delete
the particular emergency contact informations.

Figure No – 2.9.29

 Family Member Detail(s) – By clicking this field Client Employee will able to
Show/Hide the informations related within it. In this field Client Employee
will able to update his/her Family Member details by the following fields.
o Relationship – By clicking this field Client Employee will able to
choose the available relationship options.

Page 123 of 135

 Figure No – 2.9.30

o By clicking the below fields Client Employee will able to update

(Type) the Family member’s details.
 Name of the relationship
 Contact No
 Address
 Date of Birth
 Bank Account Number
 Aadhar Number

Page 124 of 135

Figure No – 2.9.31

Figure No – 2.9.32

Page 125 of 135

Figure No – 2.9.33

Figure No – 2.9.34

Page 126 of 135

 Figure No – 2.9.35

Figure No – 2.9.36

o Add Family Members – By clicking this field Client Employee will

able to add more Family member’s details with the above mentioned
fields.

Page 127 of 135

 Figure No – 2.9.37

o Close – By clicking the close button (Which is available at the right side
corner of the current content) Client Employee will able to delete the
particular Family Members informations.

Figure No – 2.9.38

Page 128 of 135

 Nominee Detail(s) – By clicking this field Client Employee will able to
Show/Hide the informations related within it. In this field Client Employee
will able to update his/her Nominee details by the following fields.
o Relationship – By clicking this field Client Employee will able to
choose the available relationship options.

Figure No – 2.9.39

o By clicking the below fields Client Employee will able to update

(Type) the Nominee’s details.
 Name of the Nominee
 Contact No
 Address
 Date of Birth
 Bank Account Number
 Aadhar Number
 % on EPF
 % on Wage
 % on Gratuity

Page 129 of 135

Figure No – 2.9.40

Figure No – 2.9.41

Page 130 of 135

Figure No – 2.9.42

Figure No – 2.9.43

Page 131 of 135

Figure No – 2.9.44

Figure No – 2.9.45

Page 132 of 135

Figure No – 2.9.46

Figure No – 2.9.47

Page 133 of 135

 Figure No – 2.9.48

o Add Nominee Information – By clicking this field Client Employee

will able to add more Nominee details with the above mentioned fields.

Figure No – 2.9.49

Page 134 of 135

 o Close – By clicking the close button (Which is available at the right
side corner of the current content) Client Employee will able to delete
the particular Family Members informations.

Figure No – 2.9.50
 Send for Approval – By clicking this field Client Employee will able to send
the above edited informations for approval.

Figure No – 2.9.51

Page 135 of 135