Check and Add Nominee Details for Ex-Employees | TNTA | Karuvoolam

Here is a detailed guide to Check and Add Nominee Details for Ex-Employees:

Table of Contents

• Step 1: Check/Add Nominee Details
• Step 2: Leave Process for Encashment of Leave
• Step 3: Leave Process for Encashment of EL/UEL of PA Encashment leave
• Step 4: Payroll Process
• Step 5: Generate Bill
• Step 6: Archive Bill
• Step 7: Approval Process

Step 1: Check/Add Nominee Details

• Navigate to Human Resource → Employee Profile.
• Enter the Ex-employee ID (11 digit) and click on “Go”.
• Click on “Update” and then on the left side bottom, click on “Update family members details”.
• Click on “Add contact” and choose between Government employee or Non-government employee.
• Enter the required details and review the information.
• Submit the details and complete the three-level approval process.

Step 2: Leave Process for Encashment of Leave

• Go to Human Resource → Leave Process → Encashment of leave.
• Click on “EL nominee/UEL nominee” and select the employee type as Ex-Employee.
• Requery by entering the Employee ID and clicking on “Go”.
• Click on “Action” and then on “Create”.
• Enter the necessary details and review the information.
• Select the Approval Group and submit the request, going through a three-level approval process.

Step 3: Leave Process for Encashment of EL/UEL of PA Encashment leave

• Navigate to Human Resource → Leave Process → Encashment of EL/UEL of PA Encashment leave.
• Follow similar steps as in Step 2, ensuring to select the employee type as Ex-employee.

Step 4: Payroll Process

• Go to Finance → Payroll → Process.
• Select Employee type as ex Employee and click on search.
• Enter Employee ID and click on Supplementary bill.
• Choose Bill Type as EL Encashment and submit.
• Check Request Monitoring status to ensure normalcy.
• Verify dues and deductions for the selected Month/year.

Step 5: Generate Bill

• Access Finance → Payroll → Generate bill.
• Click on Supplementary run bill and select year, bill type, and bill group.
• Enter Employee name and select Employee type as Ex-employee.
• Search and select the checkbox for the desired employee.
• Generate the bill and ensure Request Monitoring status is normal.
• View the output where the Bill number (16 digit) should be displayed.

How to Create Ex Employee / Death Employee ?

Step 6: Archive Bill

• Proceed to Bills → Archive bill.
• Select Financial Year and bill type as EL /UEL.
• Check Bill Status is Draft and click on Details.
• Review and add necessary attachments, check bill amount, beneficiary details, and HOA code.
• Select Approver Group and click on Forward.

Step 7: Approval Process

• Check Verifier notification status as Verified.
• Ensure Approver notification is Approved.
• Navigate to Bills → Archive bill.
• Select Financial Year and check Bill status is Approved by DDO.
• Click on Details and Forward to Treasury, verifying Bill no & Treasury ref no.