With a streamlined approval system, HR teams can efficiently review, accept, or reject investment declarations within uKnowva HRMS.

This enhances transparency, accelerates compliance processes, and ensures employees receive timely tax benefits without unnecessary delays.

To select employees for approval or rejection, check the box next to their names before clicking the respective buttons.

Approving the pending investment declarations:

In the Pending Approval interface, clicking on the Approve button will approve all selected declarations.

Rejecting the pending investment declarations:

Similarly, clicking on the Reject button will reject the selected declarations.

Alternative way to approve/reject pending investment declarations:

The detailed list in the Pending Approval section displays various columns, including Employee Name, Username, Approve/Reject, Particulars, Amount (Rs), Proof Submitted, Created On, and Last Updated.

Under the Approve/Reject column, there are three action options: View(eye icon), Approve(check icon), and Reject(x icon).

Clicking on the View (eye icon) button opens a new interface displaying the employee’s deduction details.

At the bottom of this interface, there are additional options such as Approve, Reject, Print, Download Documents Zip, Show TDS Calculations, and Update Final Permissible Amount.

These actions allow HR managers to process investment declarations efficiently while ensuring compliance with tax regulations.

That’s it!

You have now learned how to approve, reject, print, download documents to ZIP file, update the final amount, and review the TDS calculations before approving/rejecting the pending investment declarations.

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