Functionality: Allow to update investment declarations on behalf of employee for appropriate tax/TDS deductions during the financial year.
Accessibility: Admin role only
Note: Select calculation method, Old and new tax regime
Process :
Option 1: For single employee
Path: Home>>Payroll>>Salary Inputs>>General -Investment Details
Enter Employee number
Update investments details provide by an employee
Click to Save
*Generate Payroll After Save - By choosing this option, employee salary will be automatically processed.
Option 2: Bulk Upload
Path: Home>>Data Upload>>Payroll>>Payroll Import - Salary
- Choose Upload Pre-Set: Investment
Step 1:
- Download the Template and align the employees investment details in the prescribed format
- Paste the data and click to Import
Step 2:
- After upload, a message will be displayed "uploaded Successfully."
Note: If there is any error, check the data once and reupload