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Employee Self Service (ESS)

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0% found this document useful (0 votes)
127 views

Employee Self Service (ESS)

Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Employee Self Service (ESS)

Employee User Manual


Employee User Manual

Contents-
Login............................................................................................................................................................... 3
Reset/Forgot Password .................................................................................................................... 3
Homepage View......................................................................................................................................... 4
Tax Calculator ............................................................................................................................................ 5
Tax Submission .......................................................................................................................................... 6
Sample Submission Screen: ............................................................................................................. 8
Claims Submission .................................................................................................................................... 9
Pay Reports ............................................................................................................................................... 11
Pay Info .................................................................................................................................................. 12
Tax Planner ........................................................................................................................................... 12
Support ....................................................................................................................................................... 13

Copyright © 2019 ADP, LLC. ADP Confidential.


Employee User Manual

Login

Login in to the ESS portal by using the credentials provided to you by your administrator:

1) In the browser window, type the URL https://www.ess.adp.in/ESS4


2) Enter Client ID, Employee ID and Password on the login page.
3) Click Login.

Reset/Forgot Password

You can reset your password by clicking the Reset/Forgot Password link on the login page, and submitting
your client ID, Employee ID, and your Registered Email id. This will trigger an email containing the OTP to reset
your password using which you can reset your password and login to the ESS application (this is applicable for
first time users as well).

Copyright © 2019 ADP, LLC. ADP Confidential.


Employee User Manual

Homepage View

The Homepage displays a snapshot view of your Pay and Tax Info, Tax and Claim submission details. It has a
new “Help” tile which guides users with commonly asked questions & FAQs related to tax, investment proofs,
reimbursement guidelines etc.

The company announcement tile provides with an overview of all announcements made by your organization,
this replaces the bell icon which was available on the site previously.

Pay Info:
• In this tile, you can view your monthly take home salary.
• On clicking View Pay History, you can view detailed pay information including pay trend, the ability
to compare pay information across three pay periods, view and download pay slips.

Tax Info:

On clicking View Tax Planner you can view:


• Latest month tax values, YTD values and tax estimates for the year
• This information can also be viewed for each quarter.
• Use the Tax Planner download option to generate the report for the entire year.

Tax proof submission:


.
• Here you can view your tax submission window timeline.
• Based on the tax regime selected by an individual Old/New they can view the entire exemption list
along with the exemption limit and the amount for which the submission has been made.
• On clicking View Tax Submission you will be redirected to tax submission page.

Copyright © 2019 ADP, LLC. ADP Confidential.


Employee User Manual

• On Clicking View Tax Calculator you will be redirected to the tax calculator page.

Claim submission:
• Here you can view your claim submission window timeline.
• All the claims selected by an individual can be viewed along with the list of claims and the amount for
which proofs has been submitted.
• On clicking View Claim Submission you will be redirected to claim submission page.

In the upper-right corner of the header section, you can view your employee ID, Date of joining and PAN
details. You can also change your profile info and password, and logout from the application, from this
view.

Tax Calculator

1. This section gives you the FY 20-21 exemptions and the same is pre-populated under FY21-22. For
the new joiners, FY 20-21 values will not be available. Please enter your current investment details
under FY 21-22 to check the monthly tax under both the Tax structures.
2. The values reflecting under FY 21-22 can be edited as per your current investments.
3. Based on the values entered under the current financial year, your monthly tax will be reflected on
the right-hand side under both the tax structures.

Copyright © 2019 ADP, LLC. ADP Confidential.


Employee User Manual

4. By clicking the (a) Information icon against each exemption components you can view the limits under
each section. (b) If the value entered exceeds the limit the same will be highlighted in red.
5. (a) Information icon against both the Tax structure gives you the tax slab details and (b) Information
icon against Taxable income shows the computation of taxable income.
6. By clicking on the Information icon next to “Gross” you will be redirected to the Tax information page
where you can verify your last gross income.
7. Now that you have decided which regime suits best for you, you can use the quick link Go To Tax
Submission to select your tax structure.

Tax Submission

1. On this page you can now select your tax structure and submit your IT declarations & proofs for the
current FY 2021-22
2. Choose your tax structure by clicking on the Select button. Once the tax structure is selected, the
same cannot be changed further.

3. For a new joiner you have an option to add components and you can add the same as per your
investments, whereas for the existing employees, the last FY details will be auto populated as per the
proofs approved
4. To explore more on how Taxes are calculated you can navigate to Go to Tax Calculator page.

Copyright © 2019 ADP, LLC. ADP Confidential.


Employee User Manual

5. On selecting the Tax structure, you will be redirected to the above page.
6. For the existing employees, the last FY details will be auto populated as per the proofs approved, you
can carry forward the same as declaration for current FY.
7. Click on Yes or No to proceed further for submission screen.

Copyright © 2019 ADP, LLC. ADP Confidential.


Employee User Manual

On this page, you can:

8. Click Add Components to add entries and submit your declared values against each of the added
components.
9. Review the submission window including validation end dates as well the query period by clicking the
Information (i) icon.
10. Having added components do not forget to Submit your entries. This action ensures that all your
entries are considered for tax exemption. You will receive an email notification on successful
submission of your entries.
11. Use the edit mode to convert the declarations to actual and submit the actual investment values along
with the required proof documents.
12. The approval status of your submission can be monitored using the Status column.
13. On completion of validation, you can view the validation remarks by clicking the preview icon under
the Actions column.
14. To view all entries submitted under income tax, download the Consolidated View Report by clicking
the Download Reports icon.

Sample Submission Screen:

Copyright © 2019 ADP, LLC. ADP Confidential.


Employee User Manual

• Each entry screen will provide a total value of declaration and actual proof submitted for a given
income tax section.
• Choose between Declaration or Actual when submitting information (Availability subject to your
company configuration).
• Remember to provide the password in the event of the attached document being password protected
by clicking the key icon.
• You can view the submission guidelines by clicking the Points to Consider (?) icon.

Claims Submission

This page serves as your summary of all information submit for claims

On this page, you can:

1. Click Add Components to add entries and submit your claims against each of the added components.
2. Review the submission window including validation end dates as well the query period by clicking the
Information (i) icon.

3. Each claim component will reflect Available Balance based on eligibility, Approved amount and Claims
Reimbursed (Paid amount).
4. While adding a new claim, you can add multiple claim items.
5. You can view the submission guidelines by clicking the Points to Consider (?) icon

Copyright © 2019 ADP, LLC. ADP Confidential.


Employee User Manual

6. 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.
7. Use the edit mode to modify the claim details at any time before submission.
8. 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
9. On completion of validation, you can view the validation remarks by clicking the preview icon under
the Actions column.
10. The approval status of your submission can be monitored using the Status column.
11. Use the filter to view entries submitted based on submission window or claim type. By default, the
filter is set to the current submission window.

Copyright © 2019 ADP, LLC. ADP Confidential.


Employee User Manual

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

Pay Reports

The pay reports page displays a snapshot view of your Pay and Tax Info, Form 16, other reports and documents
as applicable to your organization.

Copyright © 2019 ADP, LLC. ADP Confidential.


Employee User Manual

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.

Tax Planner

Copyright © 2019 ADP, LLC. ADP Confidential.


Employee User Manual

On clicking View Tax Planner on the Reports page, you can view:
• Latest month tax values, YTD values and tax estimates for the year
• This information can also be viewed for each quarter.
• Use the Tax Planner download option to generate the report for the entire year.

Support

We have made it easier to find answers to commonly raised queries. Look for your query in the FAQs listed
under each category or use the search option provided.

If your question is unanswered, you can submit a query. All open support tickets can be viewed by clicking
View Request Log

Copyright © 2019 ADP, LLC. ADP Confidential.

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