Introduction
In every organisation, managing employee investment declarations is essential for accurate tax planning and TDS calculations.
uKnowva HRMS offers a seamless way for HR teams to empower employees by allowing them to submit their investment declarations directly through the platform.
Before users can access this feature, however, the system must be configured to enable declaration rights.
This is done through the uKnowva Configuration settings, where you can manage app permissions and decide whether or not users are allowed to declare their investments.
This article will guide you through the steps needed to activate this option and ensure a smooth flow of declaration submissions across your organisation.
Step 1: Access the uKnowva Configuration Section
Start by logging in to your uKnowva instance using your admin credentials.
Once you’re logged in, navigate to the top-right corner of your screen where your profile icon is displayed.
Click on this icon to reveal a drop-down menu. From this list, choose the uKnowva Configuration option.
This section provides access to all the system-wide configuration settings available to administrators, including those related to app permissions and declarations.
Step 2: Open the Investment Declaration App Settings
After entering the uKnowva Configuration section, from the left-side menus select the App Manager menu.
The App Manager allows you to control access to all core apps integrated with uKnowva HRMS.
In the search bar provided here, type Investment Declaration and select the Investment Declaration App from the search results.
This will take you to the specific settings page where you can manage user permissions for investment declarations.
Step 3: Enable User Access for Declarations
Inside the Investment Declaration app settings, you will find a specific toggle titled Allow User to Declare Investment.
This setting determines whether employees can access and fill out their investment declarations in the system.
To enable this functionality, toggle the button to Yes.
If you later decide to restrict user access, you can return here and change the setting to No.
Once you configure the settings, click on the Save button to save the settings, and the platform will automatically update permissions, and eligible users will be allowed to submit their investment declarations as per the configured timeframes and conditions.
Conclusion
That’s it!
You’ve now successfully enabled user access to submit investment declarations in uKnowva HRMS.
By following this process, you ensure that your employees can actively participate in their own tax planning and document submission, reducing the burden on HR teams and improving transparency.
This setting gives users the flexibility to declare their investments conveniently, while still allowing HR admins to manage, verify, and approve them efficiently.
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