“Contribution Portal” User Manual Guide for Online User · 6. Employee 6.1 Profile i. Click on...
Transcript of “Contribution Portal” User Manual Guide for Online User · 6. Employee 6.1 Profile i. Click on...
12/24/2018
User Manual Guide | Punjab Information Technology Board
Punjab Employees Social Security
Institution
“Contribution Portal” User Manual Guide for Online User
“Contribution Portal” User Manual Guide
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[Document Control Page]
Description Date
Version 1.0, Release 1.0: Initial Release December 24, 2018
Note: The above table shows a detailed history of the latest revision of the document.
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Contents [Document Control Page] ............................................................................................................................... 1
OVERVIEW ....................................................................................................................................................... 3
OBJECTIVES ..................................................................................................................................................... 3
ROLES .............................................................................................................................................................. 3
i. Business Entity .................................................................................................................................... 3
ii. Local Directorate ................................................................................................................................. 3
iii. Admin PESSI ........................................................................................................................................ 4
Business Entity ................................................................................................................................................ 5
1. Login .................................................................................................................................................... 5
2. Forgot your password? ....................................................................................................................... 6
3. Change Password ................................................................................................................................ 6
4. Business Entity .................................................................................................................................... 7
4.1 Profile .......................................................................................................................................... 7
5. POC Profile .......................................................................................................................................... 8
5.1 Profile .......................................................................................................................................... 8
6. Employee ............................................................................................................................................ 9
6.1 Profile .......................................................................................................................................... 9
6.1.1 Employee Profile ....................................................................................................................... 10
6.1.2 Dependent Profile ..................................................................................................................... 13
7. Monthly Contribution ....................................................................................................................... 14
7.1 Submit ....................................................................................................................................... 14
Create Contribution Manually .................................................................................................. 14
Import MS Excel ........................................................................................................................ 16
7.2 Payment Receipt ........................................................................................................................... 17
7.3 F-4 ................................................................................................................................................. 18
8. Report ............................................................................................................................................... 19
8.1 Employee Summary .................................................................................................................. 19
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OVERVIEW
In order to improve PESSI Contribution system and facilitation of Business Entities, Punjab Employees Social
Security Institution (PESSI) is launching an “Online Contribution Portal”. Contribution Portal presents a
practical opportunity to invigorate contribution by providing the facility to Business Entities for online
submission of contributions and maintaining database of the workers.
OBJECTIVES
IT based mechanism, having the following goals:
▪ Simplify the procedures to submit monthly contribution
▪ To eliminate processing delays
▪ To avoid users from visiting PESSI for contribution
ROLES
There are three main users of the system:
i. Business Entity
i. User can add/ view / edit following entities on the portal:
a. POC Profile
b. Employee Profile
c. Dependents
ii. User can submit monthly contribution by two methods:
a. Create Contribution Manually
b. Import MS Excel
iii. User can view / print Contribution Payment Receipt
iv. User can view / print F-4
v. User can view Business Entity and employees’ detail
ii. Local Directorate
i. User has administrative rights of the system
ii. There are Six different types of users and respective logins:
a. Contribution Assistant
b. SSO-C
c. Deputy Director
d. Director
e. Cashier
f. Accountant
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iii. User can add/ edit / active Business Entity Profile
iv. User can approve / reject the contribution request
v. User can view the individual Business Entity and employees detail
iii. Admin PESSI
i. User has administrative rights of the system
ii. User can add / setup following entities:
a. User
b. Wage Contribution Rate
c. Wage Ceiling
d. Health Facility Type
e. Health Facility
iii. User can view Business Entity Profile
iv. User can view following contribution requests:
a. In progress
b. Observation
c. Resubmitted
d. Approved
v. User can view the individual Business Entity details and employees
vi. User can view / print following:
a. Declaration form
b. C1 Schedule
c. Payment Receipt
vii. User can view / print F-4
viii. User can view / print F-5
ix. User can view any Business Entity and Employee profile
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Business Entity
1. Login
i. First connect to the Internet, Double click on any Internet Browser (Internet Explorer, Google
Chrome, Mozilla Firefox etc.).
ii. Type the http://www.ehrmis.pessi.gop.pk/Employer_Login at the Address bar of the Browser
and press Enter button on your keyboard. The home page of “Contribution Portal’s’ Online
Registration System” will be open as shown in figure 1.1
Figure 1.1: Home Page
a. Enter a valid PESSI Registration Number that is received by focal person via Email.
b. Enter Password received by focal person via Email, password is case-sensitive.
c. Press Login button, if the information provided is valid you will have access to dashboard /
main page of the System as shown in figure 1.2
Figure 1.2: Dashboard
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2. Forgot your password?
a. Click “forgot password” text on home page of Contribution Portal
b. Enter Email Address in the respective text box.
c. Press button, if the information provided is valid then password will be
sent at entered email address.
Figure 2.1: Forgot Password
3. Change Password
i. The change password screen is as follows:
a. Enter “Old password”
b. Then enter “New Password” and re-enter again to “Confirm Password”, as shown in the
following screen.
c. Press the “Save” button to apply changes.
Figure 3.1: Change Password
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4. Business Entity
4.1 Profile
i. Click on the Profile tab under the heading of “Business Entity” from the navigation bar
ii. Following details will be displayed:
a. Business Entity Profile
b. Owner Profile
c. Focal Person Profile
d. Health Facility Detail
Figure 4.1.1: Business Entity Profile
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5. POC Profile
5.1 Profile
i. Click on the Profile tab under the heading of “POC Profile” from the navigation bar
ii. List of all focal persons will be displayed with details
a. You can edit employee’s profile by clicking button
Figure 5.1.1: POC Profile Details
iii. You can add new POC Profile by clicking on the “Add New POC Profile” button.
a. Enter Full Name in the respective text box
b. Enter Mobile Number in the respective text box
c. Enter Email Address in the respective text box
d. Click on the button to save the respective data.
Figure 5.1.2: Add new POC Profile
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6. Employee
6.1 Profile
i. Click on the Profile tab under the heading of “Employee” from the navigation bar
ii. List of all employees will be displayed with details
b. You can view employee’s profile by clicking button
c. You can edit employee’s profile by clicking button
d. You can add employee’s dependent by clicking button
e. You can promote employee by clicking button and then edit details
f. You can separate employee from Company by clicking button and then edit details
Figure 6.1.1: Employee Profile Details
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iii. You can add new employee by clicking on the “Add New Employee” button.
a. CNIC Verification popup will appear, enter CNIC Number and click on button as
shown in figure 6.1.2
Figure 6.1.2: Employee CNIC Verification
6.1.1 Employee Profile
i. You can add employee’s “Personal Info” by filling the following mandatory fields:
a. Enter Full Name in the respective text box
b. Enter Father Name in the respective text box
c. Click on respective radio button for Gender
d. Select valid Date of Birth from Date Calendar
e. Enter CNIC Number in the respective text box
f. Click on respective radio button for Martial Status
g. Click on respective radio button for Is Handicapped or not
ii. You can add employee’s “Employment Detail ” by filling the following mandatory fields:
a. Select valid Date of Joining from Date Calendar
b. Enter Designation in the respective text box
c. Select Employment Type from drop-down list
d. Click on respective radio button for Job Type
e. Select Skill Level from drop-down list
f. Click on respective radio button for Wage Type
g. Enter Wage Rate(Salary) in the respective text box
h. Click on respective radio button for Payment Frequency
i. Click on respective radio button for PESSI Secured Worker Card Issuance
j. Click on respective radio button for Employee’s Engaged status
iii. You can add employee’s “Contact Detail” by filling the following mandatory fields:
a. Enter Permanent Address in the respective text box
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b. Select District from drop-down list for permanent address
c. Select Tehsil from drop-down list for permanent address
d. If Residential address is same as permanent address then click on checkbox, otherwise enter
residential address of employee
e. Enter Mobile Number in the respective text box
iv. You can add “Health Facility Type” by filling the following mandatory fields:
a. Select Health Facility Type from drop-down list
b. Select Health Facility from drop-down list
c. Upload picture by clicking on button and then select your file from the system
v. Click on the button to save the data and “Dependent Profile” page will be
loaded as shown in figure 6.1.1.1
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Figure 6.1.1.1: Add Employee Profile
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6.1.2 Dependent Profile
i. You can add “Dependent Profile” by filling the following mandatory fields:
a. Enter Full Name in the respective text box
b. Click on respective radio button for Gender
c. Select valid Date of Birth from Date Calendar
d. Enter CNIC Number in the respective text box
e. Select Relationship from drop-down list
f. Click on respective radio button for Is Handicapped or not
g. Click on the button to save the respective data and then dependent profile will
be added in the list.
Figure 6.1.2.1: Add Dependent Profile
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7. Monthly Contribution
7.1 Submit
i. Click on the Submit tab under the heading of “Monthly Contribution” from the navigation bar
Figure 7.1.1: Submit Contribution
ii. There are two ways to create monthly contribution, you can choose any of these which are as
follows:
• Create Contribution Manually
• Import MS Excel
Create Contribution Manually
i. If your firm has limited number of employees and you can upload each employee’s detail
manually then Click on the Create Contribution button
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Figure 7.1.1.1: Create Contribution Manually
ii. Click on the button and total contribution amount with employees salary
detail will be display at bottom as shown in figure 7.1.1.2
iii. Click on the button, contribution request will be submitted
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Figure 7.1.1.2: Monthly Contribution Calculation
Import MS Excel
i. If your firm has large number of employees and it is difficult to upload each employee’s detail
manually then Click on the Import MS Excel button
ii. You can download the PESSI monthly contribution sample file by clicking on Click here text
iii. Upload Contribution file (File Format: XLS/ XLSX/ XLTX) by clicking on button and
then select your file from the system
iv. Click on the button and total contribution amount with employees salary
detail will be display at bottom as shown in figure 7.2.1.1
v. You can remove attached file by clicking button before submission, then you can
upload new contribution file.
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vi. Click on the button, contribution request will be submitted
Figure 7.1.2.1: MS Excel Import Monthly Contribution
7.2 Payment Receipt
i. Once Contribution has been created then PESSI officers will review and approve the request in
case of valid/correct details.
ii. Click on the Payment Receipt tab under the heading of “Monthly Contribution” from the
navigation bar to get voucher
a. You can view Declaration form by clicking respective button
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b. You can view C1 schedule by clicking respective button
c. You can print Voucher by clicking button
iii. You can pay Contribution Amount in any branch of Bank of Punjab
iv. Payment status will be changed from Unpaid to Paid after paying Contribution Amount
Figure 7.2.1: Payment Receipt
7.3 F-4
i. Once Contribution amount has been submitted in Bank of Punjab then you can get F-4 payment
voucher
ii. Click on the F-4 tab under the heading of “Monthly Contribution” from the navigation bar to get
F-4 voucher
a. You can view Declaration form by clicking respective button
b. You can view C1 schedule by clicking respective button
c. You can print Voucher by clicking button
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Figure 7.3.1: F-4 Payment Voucher
8. Report
8.1 Employee Summary
i. Click on the Employee Summary tab under the heading of “Report” from the navigation bar
a. You can view or search details of any employee using filters
b. You can download excel file of employees’ detail by clicking button
Figure 8.1.1: Employees Summary