Introduction

Every financial year, employees submit their investment declarations for tax planning and exemption purposes.

For HR teams and finance administrators, timely reviewing and processing these declarations is critical to ensure accurate TDS calculations and compliance.

uKnowva HRMS offers a user-friendly interface to accept or reject investment declarations with ease.

The system provides both bulk and individual action options, allowing you to streamline approvals efficiently while also reviewing the details of each submission if needed.

Whether you prefer working from a summary list or reviewing declarations section by section, uKnowva enables you to take the necessary action swiftly.

Step 1: Access the List of Pending Investment Declarations

To learn how to access the pending investment declarations page, refer to this guide: Accessing and Searching for Pending Investment Declarations in Your uKnowva HRMS Instance.

Once you’ve accessed the pending declarations section using the steps described in the tutorial above, you’ll see a list of all investment submissions awaiting action.

This list displays employee names, usernames, declaration particulars, claimed amounts, and proof submission status.

To start approving or rejecting these entries, simply select the employees by checking the box next to each name.

Once the selection is made, use the Approve button at the top-right area of the list to bulk approve all selected entries.

Alternatively, if any declarations are invalid or incomplete, select them and then you can reject them in the same manner by clicking the Reject button next to Approve.

This method is ideal for quickly processing multiple requests at once without opening each declaration.

Step 2: Approve or Reject from the Detailed View

If you prefer to inspect declarations in more detail before taking action, uKnowva HRMS provides another way to manage them.

In the Pending Approval section, each row in the declaration list includes a column labeled Approve/Reject, containing three icons: View (eye), Approve (check), and Reject (cross).

To take a closer look, click the View icon next to an employee’s name.

This will open a detailed interface showing the employee’s submitted investment breakup under various sections such as HRA, 80C, and 80D, along with the documents provided as proof.

At the bottom of this detailed view, you will find additional buttons such as Approve, Reject, Print, Download Documents Zip, Show TDS Calculations, and Update Final Permissible Amount.

After reviewing the entries and verifying the uploaded documents, you can approve or reject the declaration directly from this screen by clicking the respective buttons.

If you don’t need the detailed view, you can also click the check or cross icons directly in the Approve/Reject column to perform the action without leaving the main page.

Conclusion

That’s it!

You’ve now successfully approved or rejected pending investment declarations in uKnowva HRMS.

By following this process, you ensure that only valid and well-documented investment claims are accepted, keeping your organisation compliant with tax regulations.

uKnowva HRMS’s system makes it easy to manage investment declarations at both individual and bulk levels, helping HR teams stay organised and efficient during tax season.

If you have any questions or need additional support, feel free to contact us at helpdesk@uknowva.com.