Introduction
Managing employee investment declarations is a critical part of tax planning and compliance within any organisation.
In uKnowva HRMS, HR professionals have access to a dedicated interface where they can review, verify, and take necessary actions on investment declarations submitted by employees.
These declarations include a wide range of tax-saving components such as House Rent Allowance (HRA), Section 80C investments, medical insurance premiums under Section 80D, and more.
This functionality not only streamlines tax exemption approvals but also ensures transparency and accuracy in payroll deductions.
In this article, you'll learn how to access the pending investment declarations in your uKnowva instance and how to search for them efficiently using built-in filters and search options.
Step 1: Accessing Pending Investment Declarations
To begin, navigate to the side navigation panel within your uKnowva HRMS portal. Locate and click on the “Investment Declarations” menu to expand the available options. From the sub-menu, select “Pending Approval.”
This action will redirect you to a new interface that displays a comprehensive list of all investment declarations that are currently awaiting approval.
These entries represent declarations submitted by employees but not yet reviewed or actioned by the HR or Finance team.
The layout is structured to provide clarity and quick access to individual records.
Step 2: Searching for Pending Declarations
Once you are on the Pending Approval page, you'll notice a search bar and two drop-down filters at the top of the list.
The first drop-down allows you to filter declarations by financial year, while the second lets you filter based on status, such as Approved, Rejected, or Pending.
These filters are essential for narrowing down the displayed entries and focusing only on the ones that require your immediate attention.
Next to these drop-downs, the “Search” and “Reset” buttons allow you to apply or clear the filters.
After applying a filter, the table will update in real-time to show only the relevant results.
This functionality is especially helpful when managing large volumes of declarations during peak tax declaration periods.
Conclusion
That’s it!
You’ve now successfully accessed and searched for pending investment declarations in uKnowva HRMS.
By following this process, you ensure that tax-saving claims submitted by employees are reviewed thoroughly, with the help of smart filters and detailed data breakdowns.
This system simplifies the overall tax exemption management process, making it easier for HR and Finance teams to stay compliant, accurate, and efficient.
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