Oracle HRMS
India Localization
Author:
Creation Date:
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1.Document Control
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Richard Au
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Director
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John Khoo
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Sr Product Manager
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India Localization Set up New
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Files Online
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Change
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Date
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Description
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7 Oct 2004
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Initial Draft
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Arun
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10 Jan 2005
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First Draft
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Arun
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2.0
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Contents
2.Introduction
The purpose of
this document is to define the set up information for India Localization. The
document describes a simple business scenario and set up navigation path for
details for India Localization
3.Application Setup
India
Localization uses the same security mechanisms as Oracle HRMS applications.
Summary of Setup
& Execution Sequence
·
Create Responsibilities
·
Create Users / logins and attach the
responsibilities created above
·
Create Business Group with the legislatation
code as India
·
Set User Profile / Assign Security Profile for
the business group
·
Create location
·
Create organization classifications like
GRE/Legal Entity, Provident Fund Organization, ESI Organization, HR
Organization, Contractor details, Professional Tax Organization
·
Create elements and attach them to appropriate
PF, ESI, Professional Tax and Income tax related balances
·
Create Payroll
·
Link User defined and seeded elements to your
Payroll
·
Create Employee, Contingent Labour
·
Attach GRE/Legal Entity, Provident Fund
Organization, ESI Organization, HR Organization, Contractor details,
Professional Tax Organization to the statutory info tab in assignment form
·
Attach the elements to the employee and enter
the appropriate values
·
Run Payroll
·
Verify the balances and run results
1.1. Menu
Query for India Specific Seeded Menu
Logon: SYSADMIN/SYSADMIN
Responsibility: System Administrator
Navigate: Application »
Menu »
(Menu form)
Query for IN HRMS Navigator
1.2. Currency
Query for India Specific Currency
Logon: SYSADMIN/SYSADMIN
Responsibility: System Administrator
Navigate: Application »
Currency »
(Currency form)
Query record
Code: INR
Enable: ü
1.3. Responsibility
Seeded
Responsibilities are available for India Localization is
Create India Specific Responsibility for PUI
Logon: SYSADMIN/SYSADMIN
Responsibility: System Administrator
Navigate: Security »
Responsibility »
Define (Responsibility form)
Create
a new record
Responsibility Name: APACPM IN HRMS Manager
Application: Oracle Human Resources
Responsibility Key: IN_HRMS_Manager
Effective Date: 1-Jan-1990
Available From: Oracle Applications
Data Group Name: Standard
Request Group Name: IN HRMS Reports & Processes
Request Group Application: Oracle Human Resources
Menu: IN HRMS Navigator
Create India Specific Employee Self-Service Responsibility
Logon: SYSADMIN/SYSADMIN
Responsibility: System Administrator
Navigate: Security »
Responsibility »
Define (Responsibility form)
Create
a new record
Responsibility Name: APACPM IN Employee Self Service
Application: Oracle Human Resources
Responsibility Key: INDIA_EMPLOYEE_Self_service
Effective Date: 1-Jan-1990
Available From: Oracle Applications
Data Group Name: Standard
Request Group Name: IN HRMS Reports & Processes
Request Group Application:Oracle
Human Resources
Menu: IN HRMS Navigator
Create India Specific Manager SelfService Responsibility
Logon: SYSADMIN/SYSADMIN
Responsibility: System Administrator
Navigate: Security »
Responsibility »
Define (Responsibility form)
Create
a new record
Responsibility Name: APACPM IN
Manager Self Service
Application: Oracle Human Resources
Responsibility Key: APACPM_IN_Manager_Self_service
Effective Date: 1-Jan-1990
Available From: Oracle Applications
Data Group Name: Standard
Request Group Name: IN HRMS Reports & Processes
Request Group Application: Oracle Human Resources
Menu:
IN HRMS Navigator
1.4. User
Logon: SYSADMIN/SYSADMIN
Responsibility: System Administrator
Navigate: Security »
User »
Define (User form)
Create
a new record
User Name: APACPM INHRMS USER
Password: Enter password, tab and
reenter password. You will be required to enter a new password the first time
you logon to the User.
Responsibility: System
Administrator
Security Group : Standard(Default)
Effective Date From : 01-Jan-1990
Effective Date To : Blank
Add the following responsibility
·
APACPM IN HRMS Manager
·
APACPM IN
Employee Self Service
·
APACPM IN
Manager Self Service
One after the other with the same security
group as Standard, Effective Date From as 1-Jan-1990 and Effective Date To as
Null
1.5. Key Flexfield
Navigate: Application »
Flexfield »
Key »
Segments (Key Flexfield form)
Query
Flexfield Title field type: %Cost% (search is case sensitive)
Structure
Code: IN_Cost
Title: IN_Cost
Allow Dynamic
Inserts: ü
Segments
Number: 10
Name: Cost
Window Prompt: Cost
Column: SEGMENT1
Value Set: 50 Characters
Displayed: ü
Enabled: ü
Flexfield Qualifiers
Assignment: ü
Balancing: ü
Element ü
Element
Entry: ü
Link ü
Organization: ü
Payroll: ü
Close: Flexfield
Qualifiers Window
Segments Summary Window
Segments Summary Window
Return to Key Flexfield Segments Window
Freeze Flexfield Segments: ü
Enabled : ü
Choose Warning
Message OK
Compile
Choose (2)
Note Messages OK
Navigate : Application
»
Flexfield »
Key »
Segments (Key Flexfield form)
Query
Flexfield Title field type: %Job% (search is case sensitive)
Structure
Code: IN_Job
Title: IN_Job
Allow Dynamic
Inserts: ü
Segments
Number: 10
Name: Job
Code
Window Prompt: Job Code
Column: SEGMENT1
Value Set: 50 Characters
Displayed: ü
Enabled: ü
Segments
Number: 20
Name: Job
Name
Window Prompt: Job Name
Column: SEGMENT2
Value Set: 50 Characters
Displayed: ü
Enabled: ü
Return to Key Flexfield Segments Window
Freeze Flexfield Segments: ü
Enabled : ü
Choose Warning
Message OK
Compile
Choose (2) Note Messages
OK
Navigate: Application » Flexfield »
Key »
Segments (Key Flexfield form)
Query
Flexfield Title field type: %Position%
(search is case sensitive)
Structure
Code: IN_Position
Title: IN_
Position
Allow Dynamic
Inserts: ü
Segments
Number: 10
Name: IN
Position
Window Prompt: IN Position
Column: SEGMENT1
Value Set: 50 Characters
Displayed: ü
Enabled: ü
Choose Caution
Message OK
Return to Key Flexfield Segments Window
Freeze Flexfield Segments:ü
Enabled : ü
Choose Warning
Message OK
Compile
Choose (2)
Note Messages OK
Navigate: Application » Flexfield »
Key »
Segments (Key Flexfield form)
Query
Flexfield Title field type: %People%
(search is case sensitive)
Structure Code IN_People Group
Title: IN_ People
Allow Dynamic
Inserts: ü
Segments
Number: 10
Name: IN
Group
Window Prompt: IN Group
Column: SEGMENT1
Value Set: 50 Characters
Displayed: ü
Enabled: ü
Choose Caution
Message OK
Return to Key Flexfield Segments Window
Freeze Flexfield Segments: ü
Enabled : ü
Choose Warning
Message OK
Compile
Choose (2)
Note Messages OK
Navigate: Application » Flexfield »
Key »
Segments (Key Flexfield form)
Query
Flexfield Title field type: %Grade% (search is case sensitive)
Structure
Code: IN_Grade Group
Title: IN_ Grade
Allow Dynamic
Inserts: ü
Segments
Number: 10
Name: Code
Window Prompt: Code
Column: SEGMENT1
Value Set: 50 Characters
Displayed: ü
Enabled: ü
Segments
Number: 20
Name: Step
Window Prompt: Step
Column: SEGMENT1
Value Set: 50 Characters
Displayed: ü
Enabled: ü
Choose Caution
Message OK
Return to Key Flexfield Segments Window
Freeze Flexfield Segments:ü
Enabled : ü
Choose Warning
Message OK
Compile
Choose (2)
Note Messages OK
Navigate: Application » Flexfield »
Key »
Segments (Key Flexfield form)
Query Flexfield
Title field type: %Competence% (search is case sensitive)
Structure Code: IN_ Competence
Title: IN_ Competence
Allow Dynamic
Inserts: ü
Segments
Number: 10
Name: IN
Skill
Window Prompt: IN Skill
Column: SEGMENT1
Value Set: 50 Characters
Displayed: ü
Enabled: ü
Choose Caution
Message OK
Return to Key Flexfield Segments Window
Freeze Flexfield Segments: ü
Enabled : ü
Choose Warning
Message OK
Compile
Choose (2)
Note Messages OK
1.6. Security profile
Login using the
new username and password created in
Step 4, APACPM INHRMS
USER and change the expired password
Navigate: Work Structures > Organisation >Location
Scope: Check
Global
Name: Enter
the location of BG
Date From:
Address Style: Choose India Address Style
Address: Enter the address of the BG
Flat Name, Town is mandatory
Navigate: Work structure > Organization > Description
Create a new record
Name: Reliance BG
Date From: 01-JAN-1950
Location: Select the location of the BG
Save
Name: select
“Business Group” from LOV
Enabled: ü
Others: select
“Business Group Information” from LOV
(Select
from LOV)
Short Name: Provide
a short Name
Employee Number Generation: Manual/Automatic
Applicant Number Generation: Manual/Automatic
Contingent Worker: Manual/Automatic
Grade Flexfield Structure: IN_Grade
Group Flexfield Structure: IN_People_Group
Job Flexfield Structure: IN_Job
Costing Flexfield Structure: IN_Cost
Position Flexfield Structure: IN_Position
Competency
Flexfield Structure: IN_Competence
Legislation Code: India
Currency: INR
Fiscal Year Start: 2004
Minimum Working Age:
Maximum Working Age:
Save
Navigate: Work structure > Organization > Description>Others>
Statutory Info
Use State
Level balance LOV shows Yes/No
Navigate: Work structure > Organization > Description>Others>
PT Exemption
State
Exemption Category
Effective Start date
Effective End date
Navigate: Work structure > Organization > Description>Others>
PT Frequencies
State
Effective
Start date
Effective End date
Navigate: Work structure > Organization > Description>Others>
Payslip Template
Navigate: Security > Assign Security Profiles>
New
Create a new record
User : APACPM IN HRMS
USER
Application : Oracle Human Resources
Responsibility: APACPM IN HRMS Manager
Business Group : Reliance
BG
Security Profile : Reliance
BG
Start Date: 01-JAN-1950
Save
Similarly create the security
profile for
·
APACPM IN
Employee Self Service
·
APACPM IN
Manager Self Service
1.7. Work structure
Location
Login using the
new username and password created in
Step 4, APACPM INHRMS
USER and change the expired password
Navigate: Work Structures > Organization >Location
Scope: Check
Local or global
Name: Give
a name for Factory Address
Date From: Effective date shall be as old one, say 1-jan-1950
Address Style: India
Address: Enter factory address
Flat Name, Town is mandatory
Navigate: Work Structures > Organization >Location
Scope: Check
Local/global
Name: Give
a name for Establishment Address
Date From: 01-JAN-1950
Address Style: India
Address:
Enter establishment address
Flat Name,
Town is mandatory
Navigate: Work Structures > Organization >Location
Scope: Check
Local/global
Name: Give
a name for Contract Address
Date From:
Address Style: India
Address:
Enter Contractor address
Flat Name,
Town is mandatory
Navigate: Work Structures > Organization >Location
Scope: Check
Local/Global
Name: Location
of office registered for TAN
Date From: 01-JAN-1950
Address Style: India
Address:
Enter Contractor address
Flat Name,
Town is mandatory
Navigate: Work Structures > Organization >Location
Scope: Check
Local/Global
Name: Location
of office of Trust (In case of RPFC, record the RPFC address)
Date From: 01-JAN-1950
Address Style: India
Address:
Enter address of the Trust
Flat Name,
Town is mandatory
Navigate: Work Structures > Organization >Location
Scope: Check
Local/Global
Name: Office
name of Commercial Tax Office
Date From: 01-JAN-1950
Address Style: India
Address:
Enter address of the Commercial
Tax Office
Flat Name,
Town is mandatory
Navigate: Work Structures > Organization >Location
Scope: Check
Local/Global
Name: ESI
Office Name where the company has registered
Date From: 01-JAN-1950
Address Style: India
Address:
Enter address of ESI Office
Flat Name,
Town is mandatory
Organization
Navigate: Work structure > Organization > Description
Create a new record
Name: Enter
the name of the Registered Company
Date From:
Location: Choose Registered Company
Save
Organization Classification
Name: select
“Registered Company” from LOV
Enabled: ü
Others: select
“Company Information” from LOV
Record Company Information
(Select
from LOV)
Legal
Name Record
the legal name registered with the Registrar of Companies
Registration
Number Enter the Registration Number registered
with the Registrar of Companies
Corporate
Identity Number Enter the Corporate Identity Number
Permanent
Account Number PAN Number registered with Income Tax
Save
Note: Representative Details will be
recorded after the employee creation
Navigate: Work structure > Organization > Description
Create a new record
Name: Name
of the factory
Date From:
Location: Choose Location of factory
Save
Organization Classification
Name: select
“Factory” from LOV
Enabled: ü
Others: select
“Factory Information” from LOV
Record Factory Information
(Select
from LOV)
Registration
Number Registration Number of the factory with Inspectorate of Factory
License
Number License Number of the factory with Inspectorate of Factory
National
industrial Code
Production
Commencement Date
Save
Note: Representative Details will be
recorded after the employee creation
Navigate: Work structure > Organization > Description
Create a new record
Name: Name
of the Establishment
Date From:
Location: Location address of Establishment Address
Save
Organization Classification
Name: select
“Shops/Establishment” from LOV
Enabled: ü
Others: select
“Establishment Information” from LOV
Record Establishment Information
(Select
from LOV)
Registration
Number Registration Number with Labour
Commissioner
Save
Note: Representative
Details will be recorded after the employee creation
Navigate: Work structure > Organization > Description
Create a new record
Name: Name
of the contractor
Date From:
Location: Address of the Contract
Internal or External External
Save
Organization Classification
Name: select
“Contractor” from LOV
Enabled: ü
Others: select
“Contractor Information” from LOV
Record Contractor Information
(Select
from LOV)
Registration
Certificate Number Contractors RC Number registered with Department of Labour
License
Number Contractors License Number registered with
Department of Labour
PF
Number Contractors PF Number registered with RPFC
ESI
Number Contractors ESI Number registered with ESI
PAN/GIR
Number Contractors PAN/GIR Number registered with
Income Tax
Contact
Phone No
Save
Record Work Information
(Select
from LOV)
Nature
of work Nature of work undertaken by the contractor
Start
Date Start date of work
End
Date End date of work
Save
Note: Representative
Details will be recorded after the employee creation
Navigate: Work structure > Organization > Description
Create a new record
Name: Name
of the office which has registered for TAN with Income Tax
Date From:
Location: Address of the GRE
Internal or External Internal
Save
Organization Classification
Name: select
“GRE/Legal Entity” from LOV
Enabled: ü
Others: select
“Income Tax Information” from LOV
Record Income Tax Information
TAN number TAN
should be unique
Ward/Circle /Range Ward/Circle/Range in which GRE falls
Employer Classification LOV of
look up - PER_IN_ER_CLASS
Registered Company LOV shows all
active Registered Company
Save
Record Bank details where Challan is paid
Bank in which TDS
challan paid are recorded
Bank Name Name of the bank(s) in which the Tax Challan is paid
Branch
Name Name of the bank Branch(s) in which the Challan is
paid
Branch
Address Address of the branch
Record Income Tax Challan
After the
Employee TDS is deducted and paid to the bank, the following details shall be
recorded
Tax Year Enter the tax Year for which the challan
information to be recorded
Transfer
Voucher Date Enter the
date on which the Challan is paid
Transfer
Voucher Number Enter
Transfer Voucher Number
Amount Enter the TDS is paid
Challan
Bank Choose the challan bank recorded in earlier step
Comments
Record Tax Declaration Information
Lock tax
Declaration Shows LOV of Yes/No
New
Joinees Window Period
Note: Representative
Details will be recorded after the employee creation
Navigate: Work structure > Organization > Description
Create a new record
Name: Name of the PF
Trust
Date
From:
Location: Address of the PF Trust
Internal
or External External
Save
Organization Classification
Name: select “PF Organization”
from LOV
Enabled: ü
Others: Others shows LOV
of (i) Provident Fund Challan (ii)
Provident Fund Info (iii ) Employer Representative
Select
“Provident Fund Info” from LOV
Record Provident Fund Info
PF Establishment Code Registration Number provided by RPFC for exempted and
un exempted trusts
Office Type LOV shows RPFC office type of Regional etc
Trust Classification LOV shows
PF trust is Exempted or Unexempted or Excluded
Industry Classification LOV shows Industry classification as defined
under PF Act
Recognized PF Trust
recognized by Income Tax Authorities for taxation of employee PF settlement
EDLI Coverage Trust
is covered by LIC or EDLI
Business Nature Business
nature of company
Save
Record Provident Fund Challan
After the PF
amount is deducted from the employees and paid to the bank, the following
details shall be recorded.
Currency Period LOV shows the currency period
Remittance
Month LOV shows the Month for which challan
payment is made
Employee PF account A/C No. 01 Employee PF Amount paid in A/c No –1
Employer PF A/C No. 01 Employer PF Amount paid in A/c No –1
Employee Pension A/C No. 10 Employee Pension Amount paid in A/c No –10
EDLI A/C No. 21 EDLI paid in A/c No –21 if covered under EDLI act
EDLI Admin Charges A/C No. 22 EDLI Admin charges paid in A/c No –22
Admin Charges A/C. 21 Admin charges paid in A/c No –21
Date of Remittance Date in which challan payment is
made to Bank
Comments
Note: Representative
Details will be recorded after the employee creation
This records the Commercial Tax Office
information for professional tax purposes
Navigate: Work structure > Organization > Description
Create a new record
Name: Commercial Tax Office
Date
From:
Location: Address of the Commercial Tax Office
Internal
or External External
Save
Organization Classification
Name: select “Professional
Tax Organization” from LOV
Enabled: ü
Others: Others shows LOV
of (i) Professional Tax Info (ii )
Employer Representative
Select
“Professional Tax Info” from LOV
Record Professional Tax Info
Registration
Number Registration
Number given by Commercial Tax Office
Record Professional tax Challan
Payment Date
Payment Month
Voucher Number
Payment Mode
Amount
Interest paid
Note: Representative
Details will be recorded after the employee creation
Navigate: Work structure > Organization > Description
Create a new record
Name: Name of the ESI
Office where the company has registered
Date
From:
Location: Address of the ESI Office
Internal
or External External
Save
Organization Classification
Name: select “ESI
Organization” from LOV
Enabled: ü
Others: Others show LOV
of (i) ESI Challan (ii) ESI Info (iii)
Employer Representative
Select “ESI Info” from LOV
Record ESI Info
Employer Code Employer Code registered by company for ESI
Record Provident Fund Challan
After the ESI
amount is deducted from the employees and paid to the bank, the following
details shall be recorded.
Contribution Period LOV shows Contribution Period
Deposit Date Date on which ESI contributions paid to bank
Amount Amount paid through Challan
Comments
Navigate: Work Structures »
Organization »
Description (Organization form)
Create a new record
Name:
Date From: 01-JAN-1950
Location: select from LOV
Organization Classification
Name: select “HR
Organization” from LOV
Enabled: ü
Job
Navigate: Work Structures »
Job »
Description
Create a new record
Job Group:
Job Name:
Date From: 01-JAN-1950
Position
Navigate: Work Structures »
Position »
Description
Date Effective From: 01-JAN-1950
Create a new record
Description:
Job:
Organization:
1.8. Payroll
Foreign Exchange Types
Navigate: Other »
Table Values
Date From: 01-JAN-1950
Table: EXCHANGE_RATE_TYPES
Column Name: Conversion Rate Type
Values: Exact:
Value:
Effective
dates:
Commit
Currency Rates
Navigate: Currency Table »
Daily
Date From: 01-JAN-1950
Create a new record
Currency: From:
To:
Date:
Type:
Rates:
Enter by Date Range:
Commit
Payment Method
Navigate: Payroll à Payment Methods
Name
Type : Cheque – India
Currency INR
Bank Details Flex
Account Number
Account Type
Bank Name Shows Lov from Look Up- IN_BANK
Branch Name Shows Lov from Look Up- IN_BRANCH LOV
For Direct Deposit or Cash, Create similar one with Type - Direct Deposit or Cash
Name
Type : Demand Draft
Currency INR
Bank Details Flex
Account Number
Account Type
Bank Name Shows Lov from Look Up- IN_BANK
Branch Name Shows Lov
from Look Up- IN_BRANCH LOV
Payable at Record the location in which DD is paid
For Direct
Deposit, Create similar one with Type – Pay Order
Payroll
Navigate: Payroll à Description
Payroll Name :
Period Type :
Payment Method :
Element Description
Navigate: Compensation & Benefits» Basic>Element
Description
Date From: 01-JAN-1950
Create a new record
Name:
Reporting name:
Description:
Primary Classification:
Processing:
Type:
Termination:
Currency:
Input:
Output:
Navigate: Compensation & Benefits»Element
Description>Input Values
Create additional Input
Values depending on nature of element for feeding balances
Standard
Pay Value
Allowance Amount
Standard Value
Taxable Value
Standard Taxable Value
Claim Exemption U/S 10
Actual Expenditure
Cost to Employer
Employee Contribution
Navigate: Compensation & Benefits»Basic>Element Description>
Balance Feeds
|
Seeded
(Y/N)
|
Classification
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Element
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Type
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Input
Value
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Balance
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Recurring
|
Standard
|
Gratuity
Eligible Salary
|
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Recurring
|
Standard
|
ESI
Eligible Salary
|
|
|
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Recurring
|
Standard
|
Earnings
For Projection Excluding Allowances
|
|
|
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Recurring
|
Pay
value
|
Taxable Other Allowances
|
|
|
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Recurring
|
Standard Taxable value
|
Taxable Other Allowances for projection
|
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Standard House Rent Allowance
|
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Taxable House Rent Allowance
|
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Standard
|
Standard Salary for HRA and Related
Exemptions
|
|
|
|
|
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Pay Value
|
Taxable Entertainment Allowance
|
|
|
|
|
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Standard
|
Entertainment Allowance for projection
|
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|
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Actual Value
|
Taxable Employer Charges
|
|
|
|
|
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Standard value
|
Taxable Employer Charges for projection
|
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Direct payments
|
|
|
Pay Value
|
Direct payments
|
|
|
|
|
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TDS on
Direct payments
|
|
Yes
|
|
Previous Employment Information
|
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Previous Employment Earnings
|
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Yes
|
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Previous Employment Information
|
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Professional Tax paid on previous
employment
|
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Yes
|
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Previous Employment Information
|
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Taxable Entertainment Allowance for
previous employment
|
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Yes
|
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Previous Employment Information
|
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TDS on
Previous Employment
|
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Perquisites
|
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Taxable
Perquisites for projection
|
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Perquisites
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Pay Value
|
Taxable Other Perquisites
|
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Perquisites
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Pay Value
|
Taxable Other Perquisites for Projection
|
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Income
tax
|
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Income Tax Deduction
|
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Employee
Statutory PF Contribution
|
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ESI Deduction
|
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Professional Tax
|
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Professional Tax Salary
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Professional Tax Salary for AN
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|
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Professional Tax Salary for AP
|
|
|
|
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Professional Tax Salary for AR
|
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|
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Professional Tax Salary for AS
|
|
|
|
|
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Professional Tax Salary for BR
|
|
|
|
|
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Professional Tax Salary for CG
|
|
|
|
|
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Professional Tax Salary for CH
|
|
|
|
|
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Professional Tax Salary for DD
|
|
|
|
|
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Professional Tax Salary for DL
|
|
|
|
|
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Professional Tax Salary for DN
|
|
|
|
|
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Professional Tax Salary for GA
|
|
|
|
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Professional Tax Salary for GJ
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Professional Tax Salary for HP
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Professional Tax Salary for HR
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Professional Tax Salary for JH
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Professional Tax Salary for JK
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Professional Tax Salary for KA
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Professional Tax Salary for KL
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Professional Tax Salary for LD
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Professional Tax Salary for MH
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Professional Tax Salary for ML
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Professional Tax Salary for MN
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Professional Tax Salary for MP
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Professional Tax Salary for MZ
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Professional Tax Salary for NL
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Professional Tax Salary for OR
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Professional Tax Salary for PB
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Professional Tax Salary for PY
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Professional Tax Salary for RJ
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Professional Tax Salary for SK
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Professional Tax
Salary for TN
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Professional Tax
Salary for TR
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Professional Tax
Salary for UA
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Professional Tax
Salary for UP
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Professional Tax
Salary for WB
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Navigate: Compensation & Benefits» Basic>Element
Description> Balance Feed Control
Salary for Computation of Provident Fund
Salary
for Computation of ESI
Other
Allowances
Salary
for HRA and Related Exemptions
House
Rent Allowance
Entertainment
Allowance
Other
Perquisites
Salary
for Company Accommodation
Navigate: Compensation & Benefits» Basic>Element
Description> Further Element
Information
Elements of classification ‘Earnings’ for
‘Allowances’ elements
Allowance
Name
Category
Exemption
Amount
Balance
Name (Taxable Component)
Balance
Name (Total Amount)
Elements of classification - Perquisites
Perquisite
Name
Exemption
Amount
Perquisite
Value Balance
Employee
Contribution Balance
Employer
Contribution Balance
Taxable
Commit
Element Link
Create element links for all the elements
including the seeded elements
Navigate: Compensation & Benefits > Basic> Link
Date From: 01-JAN-1950
Create a new record
Element Name:
Tax Related
House Rent Information
Deductions under Chapter VIA
Deduction under Section 80DD
Deduction under Section 80G
Life Insurance Premium
Rebates under Section 88
Tuition Fee
Other Income
Income Tax Information
Income Tax.
Taxable HRA
Taxable Entertainment Allowance
Previous Employment Information
Exemption Under Section 16
Max Exemption Under Section 80
Max Exemption Under Section 80DD
Max Exemption Under Section 80G
Max Exemption Under Section 80GG
Relief Under Section 89
Max Exemption for LIC Premium
Employee Total PF Contribution
Form 16 Information
Form 16 Rebate 88 Components.
Perquisite Related
Loan Recovery Holds
Professional Tax Related
Professional Tax Information
Professional Tax Deduction
ESI Related
ESI Information Information
Employee ESI Contribution
Employer ESI Contribution
ESI Actual Salary in Jurisdiction.
Provident Fund related
PF Information
Employee Statutory PF Contribution
Employee Voluntary PF Contribution
Employer PF Contribution
EDLI Contribution
EPS Contribution
Gratuity Related
Gratuity Information
Gratuity Payment
Bonus related
Bonus Tax Information
Termination payment related
Notice Period Information
Notice Period Pay
Leave Encashment Information
Leave Encashment
Retrenchment Compensation Information
Voluntary Retirement Information
Commuted Pension Information
Commuted Pension
PF Settlement Information
PF Settlement
Eligibility Criteria:
Commit
Salary Basis
Navigate: Compensation & Benefits > Basic> Salary Basis
Date From: 01-JAN-1950
Create a new record
Name:
Basis:
Pay Annualization Factor:
Element:
Name:
Input
Value Name:
Commit
Write Formula
Navigate: Compensation & Benefits > Basic> Write Formula
Date From: 01-JAN-1950
Name: Name
of User created allowance element
Click Find button
In
the Processing Rules table,
Name
: Standard
Formula: IN_OTHER_ALLOWANCES
In
the Formulae Results table,
|
Name
|
Type
|
Element
|
Input Value
|
|
ALLOWANCE_AMOUNT
|
Direct
|
<User Created Allowance element
>
|
Pay Value
|
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O_STANDARD_TAXABLE_VALUE
|
Direct
|
<User Created Allowance element
>
|
Standard Taxable Value
|
|
O_TAXABLE_VALUE
|
Direct
|
<User Created Allowance element
>
|
Taxable Value
|
|
O_ERROR_MESSAGE
|
Message
|
|
Severity: Fatal
|
Date From: 01-JAN-1950
Name: Name
of User created Perquisite element
Click Find button
In
the Processing Rules table,
Name
: Standard
Formula: IN_OTHER_PERQUISITES
In
the Formulae Results table,
|
Name
|
Type
|
Element
|
Input Value
|
|
Perquisite_Value
|
Direct
|
<User Created
Perquisite Element>
|
Pay Value
|
Commit
1.9. User Table/EIT Set up
User Tables
Navigate:
|
Name of User Table
|
Slab Rate
|
Tax Slabs
|
Start Date
|
End Date
|
|
India
Professional Tax Rate for AN
|
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India
Professional Tax Rate for AP
|
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India
Professional Tax Rate for AR
|
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India
Professional Tax Rate for AS
|
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India
Professional Tax Rate for BR
|
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India
Professional Tax Rate for CG
|
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India
Professional Tax Rate for CH
|
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India
Professional Tax Rate for DD
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India
Professional Tax Rate for DL
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India
Professional Tax Rate for DN
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India
Professional Tax Rate for GA
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India
Professional Tax Rate for GJ
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India
Professional Tax Rate for HP
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India
Professional Tax Rate for HR
|
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India
Professional Tax Rate for JH
|
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India
Professional Tax Rate for JK
|
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India
Professional Tax Rate for KA
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India
Professional Tax Rate for KL
|
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India
Professional Tax Rate for LD
|
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India
Professional Tax Rate for MH
|
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India
Professional Tax Rate for ML
|
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India
Professional Tax Rate for MN
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India
Professional Tax Rate for MP
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India
Professional Tax Rate for MZ
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India
Professional Tax Rate for NL
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India
Professional Tax Rate for OR
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India
Professional Tax Rate for PB
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India
Professional Tax Rate for PY
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India
Professional Tax Rate for RJ
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India
Professional Tax Rate for SK
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India
Professional Tax Rate for TN
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India
Professional Tax Rate for TR
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India
Professional Tax Rate for UA
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India
Professional Tax Rate for UP
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India
Professional Tax Rate for WB
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Record the
company specific allowances apart form the one seeded in Allowance table
IN_ALLOWANCES
Allowance
Name
Category
Exemption
Amount
Record the
company specific perquisite apart from the one seeded in Allowance table one by
one
IN_PERQUISITES
Perquisite
Name
Exemption
Amount
Extra Information Table
Navigate: Security à Information Types Security
Name of
Responsibility: APACPM IN
HRMS Manager
Name of the
EIT:
Miscellaneous Information
Passport Details
Nomination Details
Tax Declaration Details
1.10.Person Information
Person Form
Navigate: People »
Enter and Maintain
Date From:
Create a new record
Name: Last:
First:
Title:
Type:
Latest Hire Date:
First Hire date:
Personal: Birth
Date:
Status:
Nationality:
Place
of Birth:
Further
Personal Information
PAN
Number
PAN
Applied
Ex-Service
Man
Residential
Status
Further
Benefits
PF
Number
ESI
Number
Superannuation
number
Group
Insurance Number
Gratuity
Number
Pension
Fund Number
Commit
Navigation : People »
Enter and Maintain Others > Contact
Name: Last:
Date of Birth:
Gender :
Relationship Type
From date:
Navigation : People »
Enter and Maintain Others > Contact> Further Contact Relationship
Further Contact Relationship:
Guardian
Name
Guardian
Birth Date
Guardian
Address
Guardian
Phone
Navigation : People »
Enter and Maintain Others > Contact> Extra Information Type> Nomination Details
Nomination Details
Type :
Percent Share :
Nomination End Reason :
Navigation : People »
Enter and Maintain Others > Extra Information >Miscellaneous Information
Religion LOV from look up IN_REIGION
Community
LOV from look up IN_COMMUNITY
Caste/Tribe
Height
Weight
Navigation : People »
Enter and Maintain Others > Extra Information
>Miscellaneous Information
Name
(as in Passport)
Passport
Number
Place
of Issue
Issue
Date
Expiry
Date
ECNR
required
Issuing
Country
Commit
Navigation : People »
Enter and Maintain>Others >Work Incidents
Incident
Ref :
Incident
Type :
Activity
:
Incident
Date :
Further
Work Incident Information
Nature
of Injury :
Disablement
Level :
Commit
Navigation : People »
Enter and Maintain>Others > Disabilities
Category : Seeded
list of values in look up in DISABILITY_CATEGORY
Reason
FTE
Status
Further
Disability Information
Proof Attached
Commit
Navigation :
People »
Enter and Maintain>Others >Previous Employment Details
Employer
Address
Start Date
End Date
Further Information
Designation
Annual Salary in Rs.
PF Number
PF Establishment Code
EPF Number
Employer Classification
Number of LTC Availed in Previous Block
Number of LTC availed in current block
Leave Encashment Amount
Gratuity Amount
Retrenchment Amount
VRS Amount
Gross Earnings for Current Tax Year
PF Deduction for current tax year
Entertainment Allowance for current tax
year
Professional Tax Paid in Current Tax
Year
TDS deducted in current tax year
Commit
Navigate: People »
Enter and Maintain »
Assignment
Date From:
Create a new record
Organization:
Job:
Grade:
Location:
Group:
Position:
Payroll:
Assignment Number:
Employment Category:
Statutory Information:
GRE
(Tax Organization)
PF
Organization
Professional
Tax Organization
ESI
Organization
Factory
Establishment
Labour
department
Covered
under Gratuity Act
Substantial
Interest in Company
Director
Specified
Employee
Salary Information:
Salary
Basis:
Navigate: People »
Enter and Maintain »
Assignment>Others>Extra Information Type>Tax Declaration Details
Tax Year
Approved
Navigate: People »
Enter and Maintain
Date From:
Create a new record
Name: Last:
First:
Title:
Type:
Latest Hire Date:
First Hire date:
Personal: Birth
Date:
Status:
Nationality:
Place
of Birth:
Further
Personal Information
PAN
Number
PAN
Applied
Ex-Service
Man
Residential
Status
Further
Benefits
PF
Number
ESI
Number
Superannuation
number
Group
Insurance Number
Gratuity
Number
Pension
Fund Number
Navigate: People »
Enter and Maintain »
Assignment
Date From:
Create a new record
Organization:
Job:
Grade:
Location:
Statutory Info
Contractors Name: List of
contractors shall be show
Salary
Navigate: People »
Enter and Maintain »
Assignment»
Salary
Date From: 01-JAN-1900
Units:
Currency:
Feeds: Element
name:
Classification:
Input
Value Name:
Add
or Subtract:
Commit
Date From: 01-JAN-1900
Change Date:
New Value:
Commit
Entries
Navigate: People » Enter and Maintain »
Assignment»
Entries
Date From: 01-JAN-1950
Element Name:
Entry Values :
Commit
1.11.Payroll Processing
Payroll Process
Navigate:
Process and Reports>Submit Request and Reports
Name of
Request: Payroll
Process
In the
Parameters window,
Payroll:
Consolidation
Set:
Date Earned :
Date Paid :
Run Type :
Commit
Prepayment
Navigate:
Process and Reports>Submit Request and Reports
Name of
Request: Prepayment Process
In the
Parameters window,
Payroll:
Consolidation
Set:
Date Earned :
Date Paid :
Run Type :
Commit
Pay Slip Archive
Name: Pay
slip Archive(India)
Parameters: Payroll
Consolidation set
Start Date
End Date
Commit
Pay Advice
Name: Pay
Advice (India)
Parameters: Payroll
Start Date
End Date
Consolidation Set
Sort 1
Sort 2
Sort 3
Sort 4
Commit
Direct Deposit
Name: Direct
Deposit (India)
Parameters: Payroll
Consolidation Set
Start Date
End Date
Payment Method
Transaction Date
Commit
1.12. Termination Payments
Query for Employee
Navigate: People »
Enter and Maintain>Others>End of Employment
Leaving Reason:
In Termination Dates frame,
Notified:
Projected:
Actual:
Last
Standard Process:
Final
Process:
Enter Termination related element information
Query for ExEmployee
Navigate: People »
Enter and Maintain>Assignment>Entries>Entry Values
For ‘Gratuity
Information’ element
Gratuity Amount
Continuos Service
Completed Year of Service
Forfeiture Amount
Forfeiture Reason
Date Earned
For ‘Notice Period
Information’ element
Notice Period Amount
Notice From
Notice Period Days
Period Days
For
‘Leave Encashment Information’ element
Encashment Amount
Leave Type
Leave Balance Days
Period Days
Leave Adjusted Days
For
‘Leave Encashment’ element
Pay Value
Taxable Amount
Non Taxable Amount
Entitled Amount
For
‘Retrenchment Compensation Information‘ element
Taxable Amount
Non Taxable Amount
For
‘Voluntary Retirement Information‘ element
Taxable Amount
Non Taxable Amount
For ‘Commuted Pension Information‘
element
Commuted Pension
Normal Pension
For ‘Commuted Pension ‘ element
Pay Value
Taxable Amount
Non Taxable Amount
For ‘PF Settlement Information‘ element
PF Settlement Amount
Continuous Service
Employee Contribution
For ‘PF Settlement ‘ element
Pay Value
Taxable Amount
Non Taxable Amount
For
‘Loan Recovery ‘ element
Loan Number
Loan Type
4.Appendix
5.Glossary
|
IT
|
Income Tax
|
|
PF
|
Provident Fund
|
|
RPFC
|
Regional Provident Fund
|
6. Open and Closed Issues
Open Issues
|
ID
|
Issue
|
Resolution
|
Responsibility
|
Target
Date
|
Impact
Date
|
|
|
|
|
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|
01
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Closed Issues
|
ID
|
Issue
|
Resolution
|
Responsibility
|
Target
Date
|
Impact
Date
|
|
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