HawkHR 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. Admin can either declare the investments one by one or can bulk upload it.
Refer to the following steps to import investment declaration:
Navigate to: Control Panel -> Payroll -> Investments, click on the Import button (given in the page action bar)
A new page will open up showing fields to bulk import investment declaration, read the instructions given towards the right side of the page
Click on the Download Sample CSV file, a .CSV file will be downloaded
Edit the file and upload it in Upload File field
Select the Financial Year for which the investments are declared
If you want the system to consider the amount of PF generated by the system (as declared under the section of 80c) irrespective of imported data, mark the check box of PF Auto Calculate Always
If you want to consider the rent for metropolitian city, mark the check box of Is Metro
If you want to pay for the same rent for every month, mark the check box of Single, if you want it separate for month mark the check box of Separate for Month
Click on Upload button to upload it, option of Reset is also given to removed the filled data
Notification of successful import will be shown towards the top of page.