Professional Documents
Culture Documents
IPAS
USER MANUAL
IPAS
Prepared by/Date
Reviewed by/Date
Approved by/Date
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IPAS
USER MANUAL
Affected Groups
End Users
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USER MANUAL
IPAS
Table of Contents
1. INTRODUCTION.........................................................................6
1.1 Objective
1.2 Scope
3. INSTALLATION...........................................................................9
3.1 System Requirements
3.2 Installation 9
3.3 Pre Requisites
11
15
5. CHAPTER 2 PERSONAL............................................................16
BACKGROUND........................................................................... 16
5.1 Employee Data
16
5.1.1 EMPBIODATA.............................................................................................................. 16
5.1.2 QUALIFICATION............................................................................................................ 23
5.1.3 NOMINATION............................................................................................................... 26
5.1.4 FAMILY....................................................................................................................... 27
5.2 Leave
29
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34
5.3.1 RETIREMENT............................................................................................................... 34
5.4Seniority
35
5.4.1 CREATION................................................................................................................... 35
5.4.2 DELETION................................................................................................................... 35
5.4.3 DATASHEET................................................................................................................ 36
5.4.4 DISPLAY EMPLOYEES................................................................................................... 36
5.4.5 INTERSE SENIORITY..................................................................................................... 36
5.5Cadre
37
6. CHAPTER 2 PAYROLL..............................................................39
BACKGROUND........................................................................... 39
6.1Change Data
39
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6.3.3.3 PF CONTRIBUTION........................................................................................ 60
6.3.3.4 BONUS RECOVERY.......................................................................................61
6.3.3.5 PROCESS..................................................................................................... 62
6.3.3.6 NOMINATION ENTRY......................................................................................63
6.3.3.7 FORWARD TO IC.......................................................................................... 65
6.3.4 DA ARREAR................................................................................................................. 66
6.3.4.1 INITIALIZE..................................................................................................... 66
6.3.4.2 EDIT ARREAR............................................................................................... 66
6.3.4.3 POST TO SALARY......................................................................................... 66
6.3.4.4 RETURN FROM SALARY.................................................................................67
6.3.5 PAY REVIEW............................................................................................................... 67
6.3.5.1 PAY ENTRY(6TH PC PERIOD).........................................................................67
6.3.5.2 PAY ENTRY (AFTER 6TH PC)...........................................................................67
6.3.5.3 PAY CONFIRM (AFTER 6TH PC).......................................................................68
6.3.5.4 PAY CONFIRM (6TH PC PERIOD)......................................................................69
6.3.5.5 ZERO CARD ENTRY.......................................................................................69
6.3.5.6 FORWARD TO IC.......................................................................................... 69
6.3.5.7 UNDO CONFIRM............................................................................................ 70
6.3.5.8CONFIRMANOTHERREVISION...........................................................................70
6.3.6 SERVICE RECORD........................................................................................................ 71
6.3.6.1 ADD PHOTO................................................................................................. 71
6.3.6.2 DOWNLOAD PHOTO......................................................................................71
6.3.6.3 SERVICE RECORD ENTRY.............................................................................71
6.3.7 ELECTRICITY................................................................................................................ 72
6.3.7.1 ELEC. MASTER ENTRY..................................................................................73
6.3.7.2 ELEC. DATA ENTRY.......................................................................................73
6.3.7.3 FREEZE DATA............................................................................................... 75
6.3.7.4 ELECTRICITY POSTED REPORT.....................................................................75
6.4 TA 77
6.4.1 JOURNAL ENTRY.............................................................................................. 77
6.4.2 POST TO SALARY............................................................................................ 78
6.4.3 VETTING NEW................................................................................................. 78
6.5 Supplementary Bills
80
86
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89
97
7. CHAPTER 3 LOAN.................................................................100
7.1 Fund Availability
100
103
7.4Sanction Memorandum
103
105
107
7.8 IC 107
7.8.1 CO6 REGISTRATION......................................................................................107
7.8.2 BILL PASSING................................................................................................ 108
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1.Introduction
1.1 Objective
This document will assist a user in understanding the Integrated Payroll and Accounting System (IPAS)
and use it. The functionality of IPAS is explained in detail along with screenshots.
1.2 Scope
The scope of this document is for all users.Document Determines Work Flow of IPAS and Working with
IPAS modules.
1.3 IntendedUser
The intended User of this document includes
Users of the system who have a valid login id and password and are authorized to deal
with system.
Note: The users are requested to use this manual along with the system so that they can co-relate the
screen shot with the actual screen in the system.
2.
Users are grouped and roles are defined at the time user Creation and can be modified
by administrator. .
3.
4.
Single Interface and loginpassword to Access multiple Modules through Portal Interface.
5.
6.
7.
8.
9.
10.
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2.2 Purpose
The purpose of this software is to capture employee data to process payroll, maintain loan and leave
record, generation of various types of bills for employee and contractor, generation and printing of
cheques and maintain earning and expenditure expenses for ECoR.. The system is comprehensive and
user-friendly in carrying out the financial activities in ECoRs office.
2.3 Benefits
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HR
Finance
Employee Profile
Internal Check
Appointment Details
Personal / Family Details
Payroll
Salary, Loans / Advances,
Allowances & Recoveries
Annual Increments
Income Tax
Bonus
DA Arrear
Supplementary Bills
Service Record
Promotion / Demotion
Transfer / Retirement
Seniority
Leave
Settlement
C06 Generation
Bill Passing
C07 Generation
Abstract Preparation
Cheque Printing
Books
PF
Pension
Cash & Pay
Suspense
Budget
Traffic Accounts
Leave Salary
GIS
DCRG
Traveling Allowance
Quarters & Electricity
Cadre
3.Installation
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3.2 Installation
The installation of software is done by System Administrator.
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The login form is the entry point to the IPAS system. The following screen shows the login screen.
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4.1 Login
1. Enter the user id (Case Insensitive).
2. Enter the password (Case sensitive).
3. Click on Log In to login successfully.
4. If the username or password is incorrect, a message will be displayed and Login
Screen will appear.
5. The user is taken to a home page
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It is very necessary to change password on a regular basis.
USER MANUAL
remember, long enough so that co-workers or others are not able to identify yet easy to remember.
Ideally, the password should be a mix of capital and small letters, special characters and numbers.
Please keep the password confidential for the sake of security. The following screen shot shows the
change password functionality.
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instantaneous.
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TheAdministrator will have power to change group permission in order for the system to
authorize you to access the module of the system. Also have power to change roles in order to
access the screens within the module of system. A user may have different role for different
groups. In IPAS, separate module is designed to maintain user authorization, group permission
and role assignment.
That module will discuss later in this manual. This module access only given to
IPAS Administrator.
5. CHAPTER Personal
Background
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5.1
Employee Data
This module captures all the Personal information of an employee. There are various activities covered
in this module
1. Employee appointment, Personal, current job and pay related information.
2. Qualification Details of an Employee.
3. Nomination Details
4. Family Member Details.
5.1.1
EmpBioData
Screen 1:
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Screen 2:
The Following table gives a brief description of the fields to be filled by the user in Appointment Page:
NB :* Mark indicates Compulsory field .
Fields
Description
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Pension Acc. No
Employee No*
Short Name*
Salutation*
First Name*
Middle Name
Sur Name
Fat/Hus.Name
Fath./Hus. Alive?
Date of Birth*
Date of Appt.*
Sex*
Nationality*
Community*
Religion*
Rect.Category
Appt/Rectt Source
Appt Authority
Appt.Railway
Appt. Department
Appt. Division
Appt. Office
Appt. Status
If CL/EX Service
Desig on Appt
Appt. PayBand
Appt. GradePay
Appt. Scale
Medical Code
Which Quota?
HOER Class (Rost)
Pre Job Trn.
Trg.Completed On
Edu Qual On Appt
Off.Order File No
Off. Order Date
Place Of Birth
ID Mark 1
ID Mark 2
Screen 3 shows Data Entered for New Employee in Appointment Tab Saved successfully
When Data is Saved Successfully in appointment Page , Corresponding Personal ,Current
Job and Pay related page opens of that Employee for Data entry .
Screen 3:
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Screen 4 to 6 shows Data Entered for New Employee in Personal, Current Job & Pay Related Tab and
Screen 7 Shows All Data Saved successfully
Screen 4:
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Fields
Marital Status
Blood Group
Ticket No
PAN
PRAN Number
DDO Number
Address1
Address2
City
PinCode
State
Email
Fax
Phone Number
Description
Marital Status of Employee
Blood Group of Employee
Ticket No of Employee
PAN Number of Employee
PRAN Number of Employee
DDO Number of Employee
Enter Address of Employee
Enter Address if More address data is there .
Enter City Name of Employee
Enter PinCode of Employee
Enter State of Employee
Enter Email Address of Employee
Enter Fax Number of Employee if any
Phone Number of Employee
Screen 5:
Description
EnterSubst. Designation
Enter Officiating Designation.
Enter Working Designation.
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Working Office/Shop
Station*
Railway
Division
Bill Unit No.*
Employee Status
Posting Status
Service Status*
Service Status Date
Retirement Date* :
If Deputation Out,Where?
Tenure Post?
Tenure Years
Working Office/Shop
Posted Station
Posted Railway
Posted Division
Posted Bill Unit
Employee Status Like Permanent ,Temporary etc.
Posting status Like Regular, Addhoc etc.
Serving Status Like Serving sal, Transfor Out etc .
Effect Date for Service status
Retirement date
If one Goes for deputation then Enter Place of Deputation
Tick Mark in Tenure Post
Enter Tenure Years
Screen 6:
Description
Tick mark if MACP
Tick mark if Med Decategorised
Select Grade Pay
Select Pay Band
Enter Pay Rate (in Rupees)
Select Bank Code
Enter Account Number
Select Payment Mode
Tick Mark if Physically Handicapped
Select Handicap Nature
Enter Handicap Percent
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Transport Allowance*
Accomodation*
Date of Increment*
Screen 7:
5.1.2 Qualification
This screen is provided to Enter or modify qualification details of an employee .
Steps for entering qualification details
1. Enter/select employee No and Press Go button. System will show already entered data
.User can modify the existing data and can add new entries.
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2. When Add button is pressed, a new window will be opened. Select Qualification Details
and Press OK button. It will be added
The Following table gives a brief field description for Adding Qualification :
Fields
Qualification
Description
Enter Qualification of Employee
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Specialization
Year of Passing
Class / Grade
Medal Received
At Joining Time
5.1.3 Nomination
This screen is provided to Enter or modify Nominee details of an employee.
Steps for entering Nominee details
1. Enter/select employee No and Press Go button. System will show already entered data
.User can modify the existing data and can add new entries.
Shows Nomination for GIS.
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Likewise you may add nominee details in GIS, PF or Gratuity .Then that data is saved by
pressing save button.
The Following table gives a brief description of Adding Nomination:
Fields
Nominee Name
Relation
DOB
%age
Address
Primary/Secondary
Description
Enter Nominee Name
Enter Relation of Nominee with Employee
Date of Birth of Nominee
Enter Share % out of 100 for that Nominee
Enter Address of Nominee
Select whether nominee is primary or secondary
5.1.4 Family
This screen is provided to Enter or modify Family details of an employee.
Steps for entering family details
1. Enter/select employee No and Press Go button. System will show already entered
data .User can modify the existing data and can add new entries.
In this page you can add, Modify or delete Family Members of Employee.
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In this page you can select Relation Code then Enter Relation name and Date of Birth.
User can select modify/delete by selecting the respective radio box and then pressing Modify or Delete
button
When Save Button is pressed it will be saved.
5.2
CHAPTER Leave
Background
This module captures all the employee transactions related to leave.
There are various activities covered in this module
1. Leave opening Balance Entry.
2. Leave Details Entry.
3. Leave Cancellation.
4. Special Leave Posting Like Study Leave etc.
5. Half Yearly LAP and LHAP credit.
5.2.1Open Account
This screen is provided to Enter Opening Balance of LAP, LHAP, CL and RH when a new Employee
comes from any other Railway. This is a onetime Entry job.
Steps for Open Account Entry.
1.
2.
3.
4.
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5. After Entering corresponding OB press the Submit Button to Save the Entered Data
The following table gives a brief description of the fields of forms that you help to enter Data.
Fields
Description
LAP
OB of LAP
LHAP
OB of LHAP
CL
OB OF CL
RH
OB OF RH
Select yes option if OB includes half yearly credited LAP and LHAP else
select NO.
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The following table gives a brief description of the fields of forms that will help to enter Data.
Fields
Leave Type
Description
Select Different Leave Types Like LAP,LHAP,CL,LWP from the drop down
menu
From Date
To Date
Reason
Select Reason of Leave application from the following drop down menu
Application Date
Commuted
In case of LHAP leave if user wants to commute it then select yes else
select NO.
5.2.3 Cancellation
This screen is provided to cancel any Leave already entered.
Steps for Cancellation of Leave.
1. Enter the Employee No of the Employee.
2. Press Go button.
3. System will display if already data is entered.
4. If data is not entered then enter data.
5. After Entering data press the Submit Button to Save the Entered Data
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The following table gives a brief description of the fields of forms that will help to enter Data.
Fields
Leave Type
Description
Select Different Leave Types Like LAP,LHAP,ABSENT,LWP from the drop
down menu
From Date
To Date
Reason Code
Approval Date
Date of Approval
From Half
To Half
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The following table gives a brief description of the fields of forms that will help to enter Data.
Fields
Description
Leave Type
From Date
To Date
No Of Days
Leave Days
O O Date
Remarks
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5.3.1 Retirement
This screen is used to enter the Retirement details with cessation reason.
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5.4.1 Creation
This screen is used for creation of seniority list, Au wise and department wise.
Select Admin unit and department, then press Go.
Select office code and designation code. System will generate seniority code and seniority code
description accordingly.
Press Save to save the generated seniority code for the particular department-office-designation.
5.4.2 Deletion
The created Seniority list can be deleted using this screen as shown below.
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5.4.3 Datasheet
This screen is used to capture the seniority details of an employee, from the date of appointment.
Enter employee no and press Go to fetch the seniority details of employee.
User can add/ delete the seniority details, and press Save to save the details.
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Here User has to Select Bill Unit and Earning Deduction. After Pressing GO Button, all
employees list in that bill unit for Salary will appear. User has to Enter Amount Field and
Reference No if any.
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In this page User has to Enter Employee Number and Enter UB Loan Code, Then Press GO
Button. If this Loan card exists of the employee, it will be displayed. To stop UB Loan You simply Tick
Mark on Stop checkbox and then press Save button .
Select Bill unit and press Go button. It will show List of Employees for increment.
Click on edit button to edit an Employee data .A new Window will open for Editing Employee
Data . After editingdata, click on save Button.
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Here User has to Select Bill Unit. After Pressing GO Button, all employees list in that
bill unit for Allocation Entry will appear.
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The Following table gives a brief description of the fields in the Allocation Bill unit wise Page.
Fields
From Date
To Date
Description
Enter From date in dd/mm/yyyy Format
When close Checkbox is Tick marked Automatically last day of
Estimates No
Allocation
Delete
Close
Salary Period .
Close checkbox is visible when Allocation from date is Prior of Current
Salary Period .
Current
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Below Screen reflects Current month Earnings or Deductions of salary for an employee.
Description
Earning / Deduction Code
Amount of that Earning / Deduction Code
Reference / Policy Number is needed if same ED Code is Entered many times
Reference Period in yyyymm format is Entered for that Ref/Policy No
Continuous
Below Screen shows Continuous Earnings or Deductions of salary for an employee.
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The Following table gives a brief description of the fields in the Continuous Page
Fields
ED Code
From
To
Amount
Ref/Policy No
Ref Period
Description
Earning / Deduction Code
From Period in yyyymm format
To Period in yyyymm format
Amount of that Earning / Deduction Code
Reference / Policy Number is needed if same ED Code is Entered many times
Reference Period in yyyymm format is Entered for that Ref/Policy No
Pay rate
Below Screen reflects Pay rate Related Earnings or Deductions of salary for an employee.
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The Following table gives a brief description of the fields in Pay Rate Page
Fields
ED Code
From Date
To Date
Career Type
Designation
Rate
O O No
O O Date
Description
Earning / Deduction Code
From Period in dd/mm/yyyy .
To Period in dd/mm/yyyy .
Select career Type from PopUp
Select Designation from PopUp
Amount of that Earning / Deduction Code
Office Order Number
Office Order Date
Loan
Below Screen reflects Loan Details for an employee.
The Following table gives a brief description of the fields in the Loan Page
Fields
Edcode
Sanctioned Date
Reference No
Principal Amount
Sanctioned Amount
Total Installment
Amount Recovered
Interest
Start Period
Description
Select Ed Code from PopUp .i.e. Only Loan Related ED Code .
Loan Sanction Date in dd/mm/yyyy Format .
Enter Reference No If any .
Enter Loan amount , Employee Applied For .
Loan Amount Sanctioned to Employee .
Total Number of Installments of Loan Amount .
Loan Amount Recovered .
Only in urban Bank Loan case , Interest of loan to be deducted .
Loan amount deducted from salary by installments from start
Delete
period .
If Loan Card is Entered in Current Month , then Delete provision
is given . User have to Tick mark Delete Check Box .
Running
Below Screen Showsthe Running Information for an employee.
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The Following table gives a brief description of the fields in the Running Page
Fields
KMA
NHA
NRA
ALK (HQR)
ALK(OS)
ALK (TRG)
NDA
E. Intermittent
Description
Enter KMA
Enter NHA
Enter NRA
Enter ALK (HQR)
Enter ALK(OS)
Enter ALK (TRG)
Enter NDA
Tick if E. Intermittent
Allocation
Below Screen
The Following table gives a brief description of the fields in the Allocation Page.
Fields
Description
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From Date
To Date
Estimates No
Allocation
Delete
Close
current month.
Close Check Box opens if To date Field is blank and From
date is less than Current Month .
LeavePosting
Below Screen Shows the Leave Posting Details of Employee.
The Following table gives a brief description of the fields in the Leave Posting Page.
Fields
Description
Leave Type
From Date
To Date
Days
Reason
Application Date
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Commuted
Delete
6.2 Process/Reports
6.2.1 Process
6.2.1.1 Salary Process
This Screen is used for Bill Unit wise salary Process.
User has to select the Bill Unit and press Go. Following screen will appear.
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The following table gives a brief description of the fields in the above form that will help user to enter
Data.
Fields
Description
Dr/Cr
Estimate No
Enter/Select Estimate No
Particulars
Allocation
Enter allocation
Amount
Enter Amount
Audited Amount
When Debit Amt. And Credit Amt. Matches press Save button to Save the details.
6.2.2 Reports
Select BillUnit and respective report, the press Generate button to generate the respective report(s).
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User can also click on Complete Salary Bill for generating all the salary reports at a time, as shown
below.
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6.3
MiscellaneousProg
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Buttons
Description
Pressing this button will process for salary calculation of all the retired
employees
Pressing this button, System will generate a Supplementary Bill of those
employees and will not allow any modification in this Module any more
Undo the salary process
Clears Data
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After pressing Forward_To_Sup button an alert will be appeared as shown below explaining
modification will not be allowed .
After Clicking OK button Salary Data will be forwarded to Supplementary Module Showing the
supplementary Bill Id
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Background
This module helps to Calculate Cash Compensation against rest for security staff and automatically
creates a supplementary bill for passing.
1. Cash Compensation Entry
2. Cash Compensation Check
Fields
Description
Pay
DA
CC-Days
CC-Pay
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CC-DA
Total
Buttons
Description
Pressing this button, system will post these data to accounts by generating a
Supplementary Bill.
Pressing this button will save all the data
Clears the screen
Generates a report
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6.3.3CHAPTER Bonus
Background
This module helps to Calculate Bonus amount automatically and creates a supplementary bill for
passing.
1. Bonus Initialization
2. Data Correction
3. PF contribution from calculated Bonus Amount
4. Arrear Recovery from Bonus Amount (Desired By Admin.).
5. Process of Bonus.
6. Nomination Entry in case employee is dead.
7. Create a Supplementary Bill unit wise for Bill Passing
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Buttons
Description
Pressing this button will save the modified data
Pressing this button will undo all the changes made through this screen and
bring back to the initialized stage for this employee only.
6.3.3.3 PF Contribution
This screen is provided to deduct for PF contribution from the calculated BONUS amount
Steps for PF Contribution
1. Select/enter employee no.
2 .Press Go button
3 .If want to deduct some fixed amount from the calculated BONUS amount then put the amount in
Bonus Amount Field.
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4 .If want to deduct some percentage of the calculated BONUS amount then put the percentage in
Bonus Percent Field.
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6.3.3.5 Process
This screen is used to process for Bonus Calculation in bill unit wise.
Steps for Bonus Recovery
2. Enter or Select Bill unit.
2. System will automatically show the ceiling value and bonus days as decided by admin
3. System will auto select for the type of bonus like general PLB or NON PLB (Adhoc Bonus)
according to selected Bill unit. If there are both category of employees then select accordingly.
4. Press Process button to process for the bonus calculation.
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3. By pressing the Nominee Button a Nominee popup screen will be appeared as shown below
and user has to enter the nominee details.
4. Enter the Nominee Details and Press the Save Button to save the details
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Fields
Description
Name
Nominee Name
DOB
Relation
Amount
Amount to be paid
Paymode
BankCode
Select BankCode from the search menu where the nominee has bank
account
Bankdesc
AccountNo
Treasury
Buttons
Description
Pressing this button will save the Nominee Details. The total Bonus amount
of the employee should be equal to sum of amount of all the nominee
Pressing this button will create another row for entering another Nominee
Details. User can enter multiple nominees for a single employee.
6.3.3.7 Forward To IC
This screen is used to post the calculated bonus to the accounts. No further Modification is
allowed after this.
Steps for Forward to IC
1. Select the appropriate option and press the FORWARD TO IC button.
2. Different Supplementary Bills will be created By selecting PLB/NON PLB and Serving/RetiredDeath
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Options
Description
If it is PLB type bonus then select this option
If it is NON PLB type bonus then select this option
If this option will be selected then system will generate a Supplementary
bill considering Serving employees only
If this option will be selected then system will generate a Supplementary
bill considering Retired or Dead Employees
If this option is selected then payment will be made as per their current
payroll
If this option is selected then payment will be made through cash only.
6.3.4.1 Initialize
This screen is used to initialize the DA Arrear Data for a Particular BillUnit.
Select Bill Unit and Click Data Initialize, to initialize the DA Arrear for shown payperiod.
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Enter Basic, DA Drawn, DA Due and Click Save button to save the data.
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Background
INCLUDEPICTURE "http://localhost:9080/MiscProg/images/ftv2doc.gif" \*
MERGEFORMATINET
The grand total of Pay review will be calculated automatically as shown below.
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Click Save to save the changes done for the specific pay periods.
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This screen is used to confirm the Pay review. Click Confirm to confirm pay review for specific period.
6.3.5.6ForWardToIC
This screen is used to forward the pay review to IC.
Enter Bill Unit and Press Go.
All the pay reviews done for the particular bill unit will be fetched.
User has to press Forward To IC button against respective EMPNO, whose Pay review needs to be
forwarded to IC.
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6.3.5.7Undo Confirm
This Screen is used to Undo Pay review confirmation, bill unit wise , for respective employee.
6.3.5.8ConfirmAnotherRevision
This screen is used for confirmation for another pay revision, so that user can make anoth pay review
using Pay Entry screen.
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The Following table gives a brief description of Electricity Master Entry Page.
Fields
Quarter Station
Quarter Colony
Quarter Type
Descriptions
Select Quarter Station
Select Quarter Colony
Select Quarter Type , After pressing Go Button List of
Quarters , occupied by Employees will show .
Employee No
Meter No 1
EmpNo popup.
Enter Meter No 1
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Meter Status 1
Meter No 2
Meter Status 2
Is House Lock ?
Allow Meter Reading
Descriptions
Select Quarter Station
Select Quarter Colony
Select Quarter Type , After pressing Go Button
,Quarter wise Energy consumption Detail
will
show .
Shows Previous Pay Period
Shows Current Pay Period
Month Period
entered .
Month Period is By Default 1 , here User can Enter > 1 No
Bill Amount
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directly Enter Bill amount .
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Descriptions
Select Quarter Station
Select Quarter Colony
Select Quarter Type
Select Payperiod
6.4 CHAPTER TA
Background
Activities Covered In this Module is as below
1. Capturing TA and Contingent Entry, its vetting by accounts and posting them to salary.
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User has to enter the DAYS field under 20%, 30%, 70%, 100% and AMT will be calculated
automatically.
User also has to enter the CONTG (Contingent value).
After filling all the employees TA/Contingent details, user has to tick for Confirm button to be enabled,
as shown below.
Click
to finally save the particular employees TA/Contingent details and those particular
employees will not appear in the above list for TA/Contingent details entry.
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Click
to send the TA/Contingent details for inclusion in salary for the respective month.
User has to select Bill Unit and Press GO, which will display the above screen.
User can Edit the details by clicking on
For returning the individual employees entry user has to tick on Return, as shown above.
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For returning complete bill for a particular yearmonth user has to click on
Following screen will appear for Confirmation.
Click on
to pass the complete Bill Units TA details for shown Payperiods.And that Bill Unit will no
more appear in the Bill Unit list.
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The following table gives a brief description of the fields in the above form that will help user to enter
Data.
Fields
Description
BillType
BillNo
BillDate
Systemgenerated
O.O No
O.O Date
Remarks
Employee No
Enter/Select Employee No
Ed code
Enter/Select Ed code.
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Ref. No/Policy No
Paymode
Enter Paymode
Payperiod
Bank Code
Account No
Enter Account NO
From Date
To Date
Enter To Date
Rate
Enter Rate
As Drawn
Enter As Drawn
Amt Due
Allocation
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) arrow buttons.
button.
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Click on Cancel Bill, for cancelling the bill. User has to give reason of cancellation.
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Description
From Date
To Date
PAYRATE
Click on Forward To IC button to send this Supplementary Bill to Accounts for Bill Registration And Bill
Passing.
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The following table gives a brief description of the fields in the above form that will help user to enter
Data.
Fields
Description
Dr/Cr
Estimate No
Enter/Select Estimate No
Particulars
Allocation
Enter allocation
Amount
Enter Amount
Audited Amount
When Debit Amt. And Credit Amt. Matches press Save button to Save the details.
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User has to fill the Month wise Details and Press Save to save the details.
6.6.1.2 Savings
Enter/Select Employee No and press Go. Following screen will appear.
IPAS
USER MANUAL
6.6.2.1 IT-Process
This screen is used for income tax process, both Bill Unit as well as Employee No. wise.
User has to select Bill Unit or Employee No. and Click Ok to initiate income tax process.
6.6.2.2 IT-Projection
This screen is used to generate IT projection report, Bill Unit as well as Employee No. wise.
User has to select Bill Unit or Employee No. and Click Ok to generate IT projection report.
6.6.2.3 IT-Form16
This screen is used to generate IT Form 16 report, Bill Unit as well as Employee No. wise.
User has to select Bill Unit or Employee No. and Click Ok to generate IT Form 16 report.
User can select either All or Taxable to generate the respective employees IT Form 16.
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6.6.2.5 IT-Form16Old
This screen is used to generate Old IT Form 16 report, Bill Unit as well as Employee No. wise.
User has to select Bill Unit or Employee No. and Click Ok to generate Old IT Form 16 report.
User can select either All or Taxable to generate the respective employees Old IT Form 16.
Purposes.
5. Quarter Rent Variation of employees of a Bill unit can be shown.
6. Report Generation of Quarter Occupation is given.
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In Electrical section , Information like Whether Quarter is Electrified , Meter Working status, Fan points,
lamp no etc. is captured .
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The Following table gives a brief description of Quarter occupation in Quarter Occupant page.
Fields
STATION
COLONY
Qtr Type
Qtr NO
Railway
Non Railway
Shared
Emp No
Descriptions
Select Station from popup
Select Colony from popup
Select Quarter Type from popup
Select Quarter Number from popup
Choose if He / She is a Railway Staff
Choose if He / She is a Non Railway Staff
Choose yes / no if Quarter is Shared type or not
When Railway is Selected Enter Employee No of Railway
Party Code
staff.
When Non railway is Selected Enter Party code of that
Occupation Date
Rent Type
Share Percent
Last paid Date
party
Enter Quarter Occupation Date
Select Rent type from combo
If Quarter is Shared Enter Share %
If Employee / Party has paid Rent up to Date , then
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The Following table gives a brief description of Quarter Vacation in Quarter Vacation page.
Fields
STATION
COLONY
Qtr Type
Qtr NO
Vacation Date
Descriptions
Select Station from popup
Select Colony from popup
Select Quarter Type from popup
Select Quarter Number from popup
Vacation Date of the quarter
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STATION
COLONY
Qtr Type
Qtr NO
Rent Type
Share Percent
Rent
Effect Date
Descriptions
Select Station from popup
Select Colony from popup
Select Quarter Type from popup
Select Quarter Number from popup
Select Rent Type (Normal or Double or Penal)
Share Percentage
In Case of Penal Rent Type directly enter the penal amount
Rent Modification Date
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Descriptions
Select Emp No
Financial Year
Relation
Childname
BirthDate
Std
Hostel
Phy Hcap
Del?
if you
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Descriptions
Select Emp No
Financial Year
Child Name
Edcode
DisplaysChild Name
Select Type of Fees, Then in Financial Year month wise,
User can Entered Fees.
6.8.3 Fwd-TO-IC
Below screen shows is used to confirm the employees and send it to accounts by pressing
FORWARD TO AC FOR VETTING BUTTON
In This page user Tick mark on Confirm check Box, then click Forward to AC for Vetting , To Confirm ,
forward these data to accounts for vetting .
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7 CHAPTER Loan
Background
List of Activities in this module are
1. In a Budget year funds are allocated to working units for loans.
2. Employee is registered for a loan / non Interest Bearing Loan (like Festival Advance).
3. Document Verification activities for Loan Registered Employee is done.
4. Loan sanction Memorandum provision is maintained.
5. For Already loan taking Employee, System calculates Next loan amount eligible crieteria.
6. System Generates Priority list According to funds available and Number of employees applied
for a loan in a working Unit. Loan can be sanctioned / rejected /Defer according to
Administration Policy.
7. After Loan is Sanctioned, Co6 Number generation and Co6 Number Confirmation is done for
that Loan amount Against Employee.
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8. Then in Final Loan Bill passing stage , Administration
can either
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Descriptions
Enter Applied Amount
EnterInstallment Applied principal
EnterInstallment Applied interest
EnterRemarks if any
Selectpay mode
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7.3
Document Checking
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7.4
Sanction Memorandum
7.5
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7.6
Priority List
Below screen shows priority list of employees registered for loan. Registration can be
sanctioned or rejected or deferred by pressing appropriate buttons.
In this page User has to select Working Unit, Loan type, when button Go is pressed, Below List of
Employees Registered for loan comes. Here User has to Select Employees by tick marking. Then
According to Funds available & Admin Policy, He / She may Sanction / Rejection / Defer.
Here sanctioned Button is pressed.
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7.7
USER MANUAL
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7.8
IC
IPAS
USER MANUAL
Below screen shows CO6 number generated for Loan Registered Employees.
CO6 number is Generated. User is to press OK button.
IPAS
USER MANUAL