Handling investment declarations efficiently is crucial for accurate tax calculations and compliance within an organization.
uKnowva HRMS simplifies this process by providing a dedicated section for accessing and searching pending investment declarations for approvals.
Accessing the pending investment declarations:
To access the pending investment declarations, navigate to the side navigation panel and click on the "Investment Declarations" menu.
From there, select the "Pending Approval" sub-menu.
This will open a new interface displaying a list of pending investment declarations that require action.
Searching for the pending investment declarations in your uKnowva HRMS instance:
At the top of the list, there is a search field along with two drop-down menus—one to select the financial year and another to filter declarations based on their status, such as Approved or Rejected.
Next to these options, there are "Search" and "Reset" buttons that help refine the displayed data.
Below these filters, there are several action buttons: View All, Approve, Reject, and Export to Excel.
Clicking on the View All button will open a new interface displaying a detailed list of investment declarations under various sections, such as House Rent Allowance, Interest on Borrowings, Section 80C, Section 80D, and more.
This list provides a comprehensive breakdown of employees’ declared investments, making it easier for HR to manage and verify tax exemptions.
At the top of this detailed list, there are additional buttons to help manage investment declarations more effectively.
The My Pending Approval button redirects users to the previous interface where pending approvals can be reviewed.
To further refine the displayed data, a Filter button (funnel icon) is available.
When clicked, it expands to show fields such as Search User, Financial Year Ending, and Proof Submitted, along with Search and Reset buttons. These filters help HR teams narrow down declarations based on specific parameters.
That's it!
You have now learned how to access and search for investment declaration pending for approval manually in your uKnowva HRMS instance.
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..