Employee Self Service

(ESS)

Employee User Manual

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 Table of Contents
1. Getting Started.............................................................................................................................................. 2
1.1 Login ........................................................................................................................................................ 2
1.2 ESS – Homepage view ........................................................................................................................ 3
1.2.1 Pay .................................................................................................................................................. 3
1.2.2 Tax................................................................................................................................................... 4
1.2.3 Tax Proof Submissions: ............................................................................................................. 5
1.2.4 Claims Submissions: ................................................................................................................... 6
1.3 Tax Simulator ........................................................................................................................................ 7
1.4 Tax Submission ..................................................................................................................................... 9
1.4.1 Tax Structure ............................................................................................................................ 10
1.4.2 Investment Submission ......................................................................................................... 11
1.5 Claims Submission ............................................................................................................................ 15
1.6 Pay Reports......................................................................................................................................... 17
1.7 Pay info ................................................................................................................................................ 18
1.7.1 Tax Statement.......................................................................................................................... 19
1.8 Support ................................................................................................................................................ 19

Purpose & Scope

This user guide provides step by step process to help the employees to navigate the Employee
Self Service portal.

1. Getting Started
If you’re a new user, this section will help you get set up in the ESS portal so that you can
get started.

1.1 Login

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 Login into the ESS portal by using the credentials:

1) Type the URL in the browser window.

2) Enter the login credentials on the login page.

3) Click SIGN IN.

1.2 ESS – Homepage view

The Homepage displays a snapshot view of your Pay and Tax info, Tax and Claim submission
details. It has also got:

Figure 1 Home page view

1.2.1 Pay

• In the Pay info widget,

1) You can view your monthly take home salary.

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 Figure 2 Pay

2) Click View Pay History to:

a) View detailed pay information including pay trend.

b) Compare pay information across three pay periods.

c) Preview and download pay slips.

3) Click VIEW PAYSLIP to:

a) Preview and download pay slips.

b) Email pay slips.

1.2.2 Tax

• In the Tax info widget:

1) You can view your YTD tax values.

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 Figure 3 Tax info

2) Click VIEW TAX STATEMENT to:

a) View latest month tax values, YTD values and tax estimates for the year.

b) View tax values, YTD values and tax estimates for each quarter.

c) Generate report for the entire year.

1.2.3 Tax Proof Submissions:

• In this widget:

Figure 4 Tax submission

1) You can view your tax submission window timeline.

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 2) On clicking Add Investments you will be redirected to Tax Submission page, and
you can submit your entries.

3) Based on the tax regime selected by an individual, Old/New they can view the
exemption limit and the amount for which the submission has been made.

4) On clicking Tax Simulator you will be redirected to the tax calculator page.

1.2.4 Claims Submissions:

• In this widget:

1) You can view your claims submission window timeline.

2) All the claims selected by an individual can be viewed along with the list of claims
and the amount for which the proofs have been submitted.

3) On clicking VIEW SUBMISSIONS you will be directed to Claims Submission page.

Figure 5 Claims Submissions

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 1.3 Tax Simulator
Access the Tax Simulator page, follow the navigation: Me → Tax Submission → Tax Simulator

Once you login to the ESS portal and if you haven’t selected the tax regime, you will see the
below pop up, by clicking on Go to Tax Simulator it redirected to simulator page.

A) In this page, your basic details will be pre-populated if your salary is processed in the
system. Whereas, for new joiners select the Age and click on Next to proceed.

B) In income details the gross salary will be pre-populated for existing employees and new
joiners can update the information after viewing the CTC. You can add income from
house property, Income from other sources (if any) and income from pervious employer
(only for current year joiners) in the tax simulator and click on Next.

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 C) In HRA exemption tab your Basic salary and HRA received per annum will be pre-
populated if the salary has been processed. Update Rent per annum and residing in to
calculate HRA exemption.

D) In Declaration tab, you can enter the investment details and simulate the tax. This page
is for simulator purpose only, Income tax may vary based on actual income &
investments. You will need to update the same information in my submission page.

1) Latest processed month’s exemption details are pre-populated under current year, this
will not be available for the new joiners. Please enter your current investment details
under current year to check the Estimated tax under both the tax structures.

2) The values reflecting under current year can be edited as per your current investments.

3) Based on the values entered under the current fiscal year, your estimated tax will be
reflected in the Provisional tax summary for FY.

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 4) Value entered will be highlighted in red if it exceeded the limit.

5) Information icon against the Taxable Income gives you the computation of the tax
calculation.

6) After deciding which regime suits best for you, you can use the quick link to Select my
tax structure to select your tax structure or Go to my submission if you have already
selected the tax structure.

1.4 Tax Submission

Access the Tax Submission page, follow the navigation: Me → Tax Submission → My
Submission

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 1.4.1 Tax Structure
On this page you can select your tax structure and submit your investment
declarations and proofs for the current year.

1) Choose your tax structure once in a financial year. Read the terms and conditions and
acknowledge by click on the check box and submit.

Note: Once the tax structure is selected, the same cannot be changed further.

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 1.4.2 Investment Submission

1) For a new joiner you have an option to add investments, whereas for the existing
employees, the last FY details will be auto populated as per the proofs approved for
you to carry forward the same as the declarations for current financial year.

2) Select the investments and click on Apply that you wish to carry forward as
declaration for the current year and proceed further for submission screen or close the
popup.

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 This page serves as your summary of all information submitted for investment.

• On this page, you can:

1) Access the previous year submission history.

2) Review the submission window including validation end dates as well the query
period

3) Click Add Investment to add entries and submit your investments against each of the
added components.

4) Filter and Columns:

a. Filter the submissions based on Submission Date, Investment type and status.
b. Enable or disable the required Columns in the submission history

5) Search the submissions based on the Investment number

6) Download the submissions (Form 12BB) for the year.

Sort the submission history table based on Investment No, Investment Type, Updated
On and Status.

7) Select the Investment Type from the dropdown

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 8) Select the Investment mode as declaration or Actual or Projection (if enabled for your
organization)

9) Each Investment component will reflect submitted amount and Approved amount

10) You can view the validation guidelines to know the valid and invalid submission
guideline.

11) Upload the proof in the drop zone. If the file is password protected, use the lock icon to
add the password.

12) Uploaded proof will be displayed in the preview section. You can verify the correctness
of the attachment once again.

13) Enter the Investment details in the respective fields

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 14) Ensure that the father’s name and address are entered for the first submission in the
year and ensure that the details populated are correct for the subsequent submissions.
Read the self-declaration statement, acknowledge the same by clicking on the check
box.

15) Having added components do not forget to Submit your investment. This action
ensures that all your entries are considered for tax exemption. You will receive an
email notification on successful submission of your entries.

16) After the successful submission, you can choose to Add another investments or take
me to the Submissions page to check the submission history and status.

Note: You can click on Investment No and submit the actual proof documents against
the declaration to convert the declarations to actual/projection (as applicable).

17) Investment No is the unique reference for each submission. You can click on the
Investment No to view the details entered and the same can be modified before the
validation process.

18) Investment Type column displays the name of the Investment.

19) Amount displays the amount entered by you during the submission.

20) Approved Amount displays the amount that is approved after the validation process

21) The approval status of your submission can be monitored using the Status column.

22) On completion of validation, you can view the validation remarks under the Remarks
column for the investments that are not fully approved.

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 23) Updated On column displays the Submitted/modified date.

24) Submitted investments can be deleted before the validation process.

25) Rejected or Partially Approved type – When the proof is rejected, you can click on
Investment No and resubmit the proof if the window is open for submission.

1.5 Claims Submission

This page serves as your summary of all information submitted for claims.

• On this page, you can:

2) Click ADD COMPONENTS to add entries and submit your claims against each of the
added components.

3) Review the submission window including validation end dates as well the query
period by clicking the information icon.

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 Figure 6 Claims submission

4) Each Claim component will reflect Available Balance based on eligibility, Approved
amount and Claims Reimbursed (Paid amount)

5) While adding a new claim, you can add multiple items.

6) You can view the submission guidelines by clicking the Points to Consider (?) icon.

Figure 7 Add component

7) Having added components do not forget to Submit your claims. This action ensures
that all your entries are considered for tax exemption. You will receive an email
notification on successful submission of your entries.

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 8) Use the edit mode to modify the claim details at any time before submission.

9) When multiple entries are added in a given claim, aggregate numbers under each
category are reflected as individual pills, Example: If a fuel claim has multiple entries
for fuel, maintenance, toll then three pills are reflected in summary page each
containing total number of entries in the respective categories.

10) On completion of validation, you can view the validation remarks by clicking the
preview icon under the Actions column.

11) The approval status of your submission can be monitored using the Status column.

12) Use the filter to view entries submitted based on submission window or claim type. By
default, the filter is set to current submission window.

13) To view all entries submitted under claims, download the Consolidated View Report by
clicking the Download Reports icon.

Figure 8 Claims

1.6 Pay Reports

The pay reports page displays a snapshot view of your Pay and Tax Info, Form 16, other
reports.

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 Figure 9 Pay reports

1.7 Pay info

Figure 10 Pay info

• On clicking View Pay History on the reports page, you can view detailed pay
information including pay trend, the ability to compare pay information across three
pay periods and view and download pay slips.

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 1.7.1 Tax Statement

On clicking View Tax Statement on the Reports page, you can view:

• Latest month values, YTD values and tax estimates for the year.

• This information also can be viewed for each quarter.

• Use the Tax Statement download option to generate the report for the entire year.

1.8 Support
1) We have made it easier to find answers to commonly raised queries using the AVA
Virtual Assistant – Chat bot.

Figure 11 Chat Icon

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 Figure 18 Chat Window

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