Esi Challan
Esi Challan
Esi Challan
Figure-1
Note: The web site is best viewed in Mozilla Firefox 3.5.11 or IE 7.0 browsers
On Successful Login,
1. 2. The application displays the hyperlinks under each of the modules as shown in following figure. On clicking each link it redirects to specific section Monthly Contribution and Challan generation is a two step process a. Purify/Update Data Make sure the employee/IP details are correct in the computer system. For this you need to add new employees and/or add existing IPs if any one is missing as well as remove any incorrect IPs b. File Monthly Contribution and Generate Challan Before Registering new IP or Filing Contribution/Generate Challan, make sure employer details (Name , Address, etc.) are correct. Click on Update Employer Details link to verify and correct mistakes
3.
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Select from Drop-down Click on Edit to modify details
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Note : The 10 digit IP number given to an IP is valid for life time and same number can be used anywhere in India. Ie., if a person changes job from one state to another or one region to another the IP number does not change. Eg: - An IP has a number
1100123456 allotted at Delhi. If he changes job or get transferred to another state, say Kerala, the IP number that he need to use is same Delhi code which is 1100123456. It cannot be changed to 5400123456 or should NOT apply and get a new IP number.
Checking IPs associated with the Employer in the system 1. 2. Figure-5 Click on Insert IP Details Link. You will get another window with list of IPs and Download button to download Insured Persons(IPs)
1. Click on Download button to download IPs detail 2. A pop up opens, Click Save button to save the IPs detail, also specify the location to save this file. 3. Open the excel sheet to View the list of IP associated with Employer. Figure-6
1. Employer may find everything correct or some IP missing or some incorrect IPs present in the list. 2. In case IP is missing, employer can Insert the IPs which is explained later. 3. Incorrect IPs can be removed from the list while filing contribution. Figure-7
Click on Insert
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Insert IPs one by one by Providing details
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1. Download IP Upload Template Excel Sheet 2. Upload IPs in Bulk after filling in data in template
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Enter the 10 digit IP number, IP name, Date of Appointment, Date of Birth and Gender Excel sheet upload will be successful only if all the data is entered in correct format. Use only the downloaded template for this activity Kindly note that all columns should be in Text or General format including date columns. Refer slide 18, 19 to know more on Text conversion Dates should be in either dd/mm/yyyy or dd.mm.yyyy format. Eg: 02/05/2005 or 18.11.1995 is correct format ( 2/5/2005 or 2-May-10 are not acceptable) Following figure shows a sample excel format
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Note: The excel file should be saved in .xls filte type ( Excel 97-2003)
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Registering New Employee Employee has Insurance Number generated by Previous Employer 1. 2. 3. 4. Check on Yes is IP already registered already in the system Provide the Insurance Number Date of Appointment(DOA) (Note Date of appointment is the date when the employee is employed by you) Click on continue to load IP Registration page.
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Registration Page
Fill the details including Nominee and click on Submit to generate the Insurance Number / Temporary ID Card Family details, Bank account details etc. can be entered even though they are not mandatory fields All Mandatory fields are marked with a RED Star (*) mark
Figure-13
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Filing Monthly Contribution Once Data Purification is complete / Employee records are cleaned up, MC can be filed Click File Monthly Contributions link to file the contribution of the employer for a particular month
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You will be redirected to this Monthly Contribution page select the contribution period- month , year contribution details type from the drop down (Select Monthly Contribution)
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There are two ways to file contribution. 1) Excel Upload 2)Online Entry of Contribution
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1) Excel Upload: (a)Click Sample MC Excel template, you will get an Excel sheet & save it
Note : Kindly turn OFF POP UP BLOCKER if it is ON in your browser. Follow the steps given to turn off
pop up blocker . This is required to upload MC excel, modify or print Challan / TIC 1. Mozilla Firefox 3.5.11 : From Menu Bar, select Tools Options Content Uncheck (remove tick mark) Block Popup Windows. Click OK 2. IE 7.0 : From Menu Bar, select Tools Pop up Blocker Turn Off Pop up Blocker
Insurance Revenue-Monthly Contribution User Manual
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Retired, Out of coverage, Expired, Non-Implemented area or Retrenchment. For other reasons, last working day must be left BLANK) Number of days should be whole number. Fractions should be rounded up to next higher integer
Excel sheet upload will lead to successful transaction only when all the Employees (who are currently mapped in the system) details are entered perfectly in the excel sheet Calculations IP Contribution and Employer contribution calculation will be automatically done by the system. Reasons are assigned numeric code(Refer Figure 12) and date has to be provided as mentioned in Figure 12. Once 0 wages given, IP will be removed from the employers record. Subsequent months will not have this IP listed under the employer Note that all the column including date column should be in Text format Date column format is dd/mm/yyyy or dd-mm-yyyy. Pad single digit dates with 0. Eg:- 2/5/2010 or 2-May-2010 is NOT acceptable. Correct format is 02/05/2010 or 02-05-2010 Excel should be saved in .xls file type (Excel 97 2003)
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Figure-17
(c)Click the browse button & specify the location then click Upload.
Note : Kindly turn OFF POP UP BLOCKER if it is ON in your browser. Follow the steps given to turn off
pop up blocker . This is required to upload MC excel, modify or print Challan / TIC 1. Mozilla Firefox 3.5.11 : From Menu Bar, select Tools Options Content Uncheck (remove tick mark) Block Popup Windows. Click OK 2. IE 7.0 : From Menu Bar, select Tools Pop up Blocker Turn Off Pop up Blocker
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(b)Enter the No. of days, Total monthly wages & then click next button for filing details in next page. Employee Contribution will be calculated and displayed. This is rounded to next higher rupee. Figure-19
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(c)Click Save button, so that Employer can make changes later on or provide details of remaining IPs contribution within 15 days. Figure-20
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(D)After entering all the contribution data in all the pages, submit the details by clicking Preview button, you will get Contribution Submission Summary Page Figure-21
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(E)By clicking Submit button, Contribution will be Submitted and you will get Create Challan Link. (Please note-Once Contribution is submitted it cant be modified. Employer can modify details only by filing supplementary contribution(to be explained later). Figure-22
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(F)Click on Create Challan Link, if you want to create a challan or you can create the challan from revenue menu (which is given in later slides) Figure-23
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Upon clicking on View button, you will be navigated to Create Challan Page
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Select the Checkboxes, enter the amount, click payment mode & then click Submit button Similar to this select the options, after clicking you will be redirected to challan creation page Figure-25
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Enter the necessary fields and click on submit to create challan Figure-26
Note : Kindly turn OFF POP UP BLOCKER if it is ON in your browser. Follow the steps given to turn off
pop up blocker . This is required to upload MC excel, modify or print Challan / TIC 1. Mozilla Firefox 3.5.11 : From Menu Bar, select Tools Options Content Uncheck (remove tick mark) Block Popup Windows. Click OK 2. IE 7.0 : From Menu Bar, select Tools Pop up Blocker Turn Off Pop up Blocker
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This Page shows Challan creation in Cheque / DD Mode(Entering Cheque/DD Details not mandatory) Figure-28
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You will be redirected to Challan creation success page. Click on print for getting challan print out
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Challan Format
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Upon clicking on View button, you will be navigated to Create Challan\Payment dues Page
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After this follow activities from slide 26-31 for challan printing
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Modify Challan
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1. Modify Challan can be used for a. Modifying payment mode (Cash/Cheque/DD) b. Re-print challan 2. Provide Challan created month to view the challan. Please note that, it is NOT the period for which Challan is created
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Modify Challan
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Click View
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Modify Challan
Modify Details
Note: Provide contribution Period (NOT the date in which challan created), to view the contribution
Insurance Revenue-Monthly Contribution User Manual
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Click View
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Click Print
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Employer can file supplementary contribution only when Employer has already filed Monthly Contribution. Employer can modify Contribution Amount by submitting Supplementary Contribution. Supplementary Contribution can be filed multiple times. Supplementary Contribution will increase contribution amount due. No way contribution amount submitted during monthly contribution will reduce. Click on File Monthly Contribution.
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Employer should select Month and year. Select Supplementary Contribution Click on Submit to redirect to supplementary contribution page.
Figure-43
Click on Add more Enter Insurance Number
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Employer can create challan in similar way.(slide 26-31). If Employer hasnt created challan yet, Employer can create challan for full amount and submit the same. Employer has already created challan for earlier amount. Employer will create another challan for balance amount. Continuing the example, Employer will have one challan for Rs 7500 and another challan for Rs 1200. So total challan value becomes Rs. 8700.
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Left Employee
Employer can use Left Employee to indicate Employee who are no more in service. Figure-44
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Enter IP Number
Search
Figure-46
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Miscellaneous Challan
Employer can use Misc. Challan to create, challan for payment like C-18, D-18 etc. Figure-47
Enter Amount, Select Type (C-18,D-18.), Enter Details (free text to enter reason for payment like Ref. no., for June 2008,), Payment mode, Bank details etc. Click SUBMIT Challan comes up; Click PRINT Icon to Print the Challan
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