Introduction
Manually verifying each employee's investment declaration can become time-consuming and overwhelming, especially during peak tax seasons.
To reduce the approval workload and ensure faster processing, uKnowva HRMS provides an option to automatically approve investment declarations even when proof documents are not submitted.
This configuration can be useful for organisations that trust their employees or want to streamline declarations early in the financial year, while still allowing for proof submission at a later stage.
The system setting for this feature is located within the Investment Declaration app's configuration area.
In this article, we'll walk you through the steps to enable this auto-approval setting using the uKnowva Configuration panel.
Step 1: Access the uKnowva Configuration Menu
To begin the setup, log in to your uKnowva HRMS instance using your admin credentials.
Once logged in, move your cursor to the top-right corner of the page and click on your profile icon.
A drop-down menu will appear—click on the uKnowva Configuration.
This section grants you access to backend configuration options for various apps and services integrated into your HRMS.
Step 2: Locate the Investment Declaration App Settings
Inside the uKnowva Configuration section, navigate to the App Manager.
This area allows you to manage settings related to individual applications.
To locate the correct app, use the search bar to type Investment Declaration.
From the results, click on the Investment Declaration App to access its configuration settings.
This is where you’ll find the toggle options that control how employee investment declarations are processed and approved within the system.
Step 3: Enable Auto-Approval of Investment Declarations Without Proof
Once inside the Investment Declaration app settings, look for the configuration field titled Auto Approve Investments.
This setting controls whether investment declarations submitted without supporting proof documents should be automatically approved by the system.
To activate this feature, click on the toggle button for this field and change the selection to Yes.
After selecting this option, make sure to click on the Save button to confirm your changes.
Once enabled, the system will begin auto-approving declarations submitted without proof, based on the current financial year and investment limits configured.
Conclusion
That’s it!
You’ve now successfully enabled the auto-approval feature for investment declarations without proof in uKnowva HRMS.
By following this process, you streamline declaration management, reduce manual approval overhead, and improve the efficiency of your payroll and tax-related workflows.
This setting is especially beneficial for companies that follow a trust-based model or wish to simplify the declaration phase before requesting final proofs at the time of actual investment review.
If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..