Hawk HR allows you to manage investment declaration of the employees. Employees can fill in the investment declaration in the portal and submit it. The admin can also fill in the investment declaration on behalf of the employee.
The investment declaration option needs to be enabled so that employee can fill in the details form through his portal as well. To enable the investment declaration, navigate to Control Panel -> Payroll -> Investments, after selecting the financial year, check the Enable Investment Declaration and click on Update button.
Refer to the following steps for Investment declaration on behalf of the employee:
- Navigate to: Control Panel -> Payroll -> Investments
- A new window opens up, click on +Add new button (given in the page action bar), a page will appear showing fields to declare the investment. (If you want to import the investment declaration, click on the Import button)
- Select the employee and fill in the details, click on Submit button (given toward bottom of the page), this will submit the form.
For approve/ reject investment declaration:
- Navigate to: Control Panel -> Payroll -> Investments, the investments declared by the employees will shown in a tabular form with detailed information
- You can Filter the entries by the status of investment (Approved/ Rejected/ Submitted/ Not Submitted)
- Admin can approve/ reject the investment made by the employees, by clicking on the respective icons given under Actions column, you can also perform bulk action by selecting the entries and click on the drop-down of Actions button and select approve/ reject option.
Note:
- The employee will not be able to fill in the investment declaration details, in case there is no salary template assigned to the employee. Kindly update/assign salary template to the employee and then ask the employee to update investment declaration from the Main panel.
- Once the employee has declared an investment, he/ she cannot edit/ update it. In order to edit/ update it, admin has to reject the entry (the data will not be lost in rejection of an entry).