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1. 40 EIGUPRE SS USER MANUA L 4 FOORE erede M U 4 Bl P INGE CCS 3 5 U 42 TATA CONSULTANCY SERVICES ITD TCS Confidential Income Tax Department Data Collection Portal User Manual Employee v1 0 1 Introduction Data collection application is a web application meant for collecting the personal and service data of all the employees of ITD For ease of use of web application employee related information has been divided into various tabs within the website with each of the tabs denoting information related to a specific module Employee will only have enter update view and save his her details in the web application After submitting his her details would be forwarded to his her concerned DDO for verification After submitting the employee would be able to only view his her submitted information any changes in information submitted if any would require to be routed through the concerned DDO only This document is organized into various sections as follows 1 Logging In 2 Change Password 3 Using the Interface 4 Logging Out TATA CONSULTANCY SERVICES ITD TCS Confidential 1 Income Tax Department Data Collection Portal User Manual Employee v1 0 2 Getting Started All the users will be provided with a unique user name and password to log in to the system This will be provided by concerned DDO Role based security will be implemented in the
2. Place of Birth Delhi Disabled or Not Yes z of Disability Blindness Percentage of Disability 40 And Above v Blood Group ee Religion Christian Job Details Date of Entry in Govt Service 12 30 1913 Pan Number 50909 Entry of Cadre Select Current Cadre CLERICAL CADRE Civil Code Category of Recruitment Select GPF CPF PRAN Number Type of Exam Select UPSC SSC Reference No UPSC SSC Rank Passport Details Passport Number Place of Issue Date of Issue Date of Expiry Union Details Click this to Save the i Union Name adeat Joining Union Union Fee Membership Click this to go to Previous tab Update Click this to go to Next tab Union Position Figure 17 Various Options Present on Screen 3 Other information On clicking Other Information tab the following screen will be displayed TATA CONSULTANCY SERVICES ITD TCS Confidential 18 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home Self Service User Manual Contact US Change Password Biodata 1 Y Biodata2 Other Info Prev Qualif History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Other Information Enployee ID 455702 Family Details Date of Birth Whether Whether In MM DD Y Y Y Y In Govt In
3. PrevTab Next Tab Figure 24 LTC LTC screen has three fields Block Year This field captures the beginning year of the block period in which the employee has availed LTC Select the appropriate year from the dropdown provided LTC Type Select whether it is a hometown LTC or anywhere in India No of Leave Encashed This field capture the number of leaves taken by employee Enter the total number of leaves encashed by the employee in his entire career in this field Enter number up to three digits in this field Click button to save the details TATA CONSULTANCY SERVICES ITD TCS Confidential 26 Income Tax Department Data Collection Portal User Manual Employee v1 0 8 Nomination and CGHS On clicking Nomination and CGHS tab the following screen is displayed Since these screens contain large volume of data for ease of understanding the same has been divided into three parts as shown below Home Self Service User Manual Contact US Change Password Biodata 1 Biodata2 Other Info Prev Qualif History amp Verification Leave LTC Nominations 8 CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Nominations and CGHS Employee ID 455702 Nominations for GPF amp Family Pension gt Date Of SL FullName Address Age Relationship Nomination Share 1 MOTHER 2 Select 4 n Nominations for Death cum Retirement Gratuity Date Of x FullName
4. TATA CONSULTANCY SERVICES ITD TCS Confidential 25 Income Tax Department Data Collection Portal User Manual Employee v1 0 Extra Ordinary Leaves NO of Days Enter the number of leaves availed by the employee in this field Maternity Leave DDO will select value from the given dropdown Paternity Leave DDO will select value from the given dropdown Child Care Leave Child 1 Employee will enter here the number of days availed in digits Any whole number up to three digits is acceptable Child Care Leave Child 2 Employee will enter here the number of days availed in digits Any whole number up to three digits is acceptable Study Leave Employee will enter here the number of days availed in digits Any whole number up to three digit is acceptable Special Casual Leave Employee will enter here the number of days availed in digits Any whole number up to three digits is acceptable After entering all the information click Update to save the information T On click Home Biodata 1 LTC ing LTC tab the below screen will be displayed Self Service User Manual Contact US Change Password Biodata 2 Other Info Prev Qualif History amp Verification Leave CY Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification LTC Employee 10 455702 LTC Claim SL N Block Year LTC Type No of Leave Encashed 1 2010 2013 Home Town 78 2 Select Select
5. e City Enter the name of the city e State Enter the state Postal code Enter the Postal code of the city e License Fee Enter the licence fee paid for the allocated quarter e Water Charges Enter the water charges paid for the allocated quarter e Retention Applied Select yes in case retention for quarter is applied else select No e Reason for Retention In case retention has been applied enter the reason e Retention Allowed till In case retention is applied enter the reason for retention Debarment From In case of debarment select the start date from which the debarment has begun e Debarment to In case of debarment select the end date on which the debarment will end e Debarment Reason Enter the reason of debarment 11 Loan and Advances Once the employee clicks on Loan and Advance tab the following screen will be displayed Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations 8 CGHS Training and Exam Asset 8 Qua Loan amp Adv Verification Loan and Advances Employee ID 455702 Loan Loan Insta BilLoan No Disbursed Sanctioned Rate of Loan Name Reason for Loan Interest Due Date Amount 1 Advance of pay on transfer Select x 4 Prev Tab Next Tab Figure 33 Loans and Advances Part 1 TATA CONSULTANCY SERVICES ITD TCS Confidential 37 Income Ta
6. Declare Nomination as Invalid In case the nominee is declared as invalid enter the detailed reasons in this field to record contingencies that declare nomination as invalid Alternative Nominee Full Name Enter the name of the alternative nominee Alternative Nominee Address Enter the address of the alternative nominee Alternative Nominee Age Enter the age of the alternative nominee Alternative Nominee Relationship Select the relationship of the alternative nominee through the values provided in the dropdown If the Nominee is not the member of the family please state the reason In case the person who is being nominated is not a family member enter the reason for declaring him her as a nominee Click button to save the details Nomination Benefits under CGEGIS 1980 Full Name Enter the full name of nominee Address Enter the address of nominee Age The employee will enter the age of nominee Relationship The employee will enter the relationship with the nominee Date of Nomination The employee will enter the date of the nomination for Nomination Benefits under CGEGIS 1980 On clicking on text box a calendar will pop up and employee will select date from it as shown in Figure 12 Share The employee will enter the share of nominee in Nomination Benefits under CGEGIS 1980 Contingencies that Declare Nomination as Invalid The employee will enter the contingencies that declare nomination as invalid Alternativ
7. Loan amp Adv Verification Training and Examination Employee ID 455702 Training Details ining Place Period Days From Date To Date Remarks 4 m Examination Details E E SL Examination Name Date Of Examination Examination Passed or Not 1 Gg Select Next Tab Prev Tab Figure 29 Training and Examination Part 2 This Screen has the following fields which are detailed as follows Training Details e Institute Enter the name of the institute where the training was carried out in this field e Training Enter the name of the training course session attended in this field TATA CONSULTANCY SERVICES ITD TCS Confidential 33 Income Tax Department Data Collection Portal User Manual Employee v1 0 e Place Enter the name of the place where the training session was held e Period Enter the duration of the training in days in this field It is a textbox that accepts decimal value up to one place e g 3 5 represents three and half days In Decimal it will take only 5 e g 0 5 2 5 or 11 5 e From Date Enter the Training start date in this field with the help of calendar as shown in Figure 12 Date Enter the training end date in this field with the help of calendar as shown in Figure 12 e Remarks Enter the comments if any in this field Examination Details e Exam Name Enter name of the exam e Date of Exam Passed Enter the date on which employee passed t
8. Self Service User Manual Contact US Change Password Biodata 1 Y Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Biodata Page 2 Employee ID 455702 Educational Details SL Degree Degree Description A 1 8TH 28 2 Select Personal Information Height In CMS Identification Mark i Home State Select Domicile State Select m Place of Birth Place of birth Disabled or Not Yes Type of Disability Blindness Percentage of Disability 40 And Above 1 a Blood Group B Religion Christian z Job Details Date of Entry in Govt Service 12 30 1913 Pan Number 250909 Entry of Cadre Select Current Cadre CLERICAL CADRE x Civil Code Category of Recruitment Select GPF CPF PRAN Number Type of Exam Select UPSC SSC Reference No UPSC SSC Rank Passport Details Passport Number Place of Issue Date of Issue Date of Expiry Union Details Union Name Date of Joining Union 12 31 1924 Union Position Union Membership Fee Only in Numbers Update Prev Tab Next Tab Figure 16 Bio Data 2 As explained above click Edit to edit the details Once the details are updated click Update to save the data The fields on the above screen are described as follows Education Details This grid captures the education qua
9. Verification Each of these is described in detail as follows 1 Biodata 1 This screen contains personal information of the employees The Biodata1 screen appears as follows TATA CONSULTANCY SERVICES ITD TCS Confidential 10 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Biodata Page 1 Employee ID 455702 PART 1 BIODATA Employee ID Date Of Birth 12 01 1987 Prefix Mr First Name Ashish Middle Name Last Name Singh Father s Name Mother s Name Marital Status Select Spouse s Name Gender Male x Nationality Category ST z Location ABU DDO HOD ABU DDO TEST x Next Tab Figure 11 Bio Data 1 The fields of this screen are described below e Employee ID Each employee will be assigned a unique employee ID The user need not fill this field as it is already prefilled after he has logged in e Date of Birth Select the Date of Birth in this field A calendar will appear once users click on this field as shown below Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif Y History amp Verification Leave LTC Nominations
10. accordingly Before entering the data in the portal kindly obtain a copy of service book from your respective DDO This will help the users enter correct amp updated data To enter date select appropriate year month and day from the calendar which will appear on clicking the field The date format of MM DD YYYY will be followed throughout the portal Refreshing the browser and pressing backspace button from keyboard will result in logging out from the current session In order to start a new session re logging is required Click to add a new row in the grid and save the data 1 Click E to edit the data E Click O to update a row of data in the grid Click amp to delete a row from the grid Click amp to add a new relationship in family details nomination grid etc Click amp to delete an existing relationship in family details nomination grid etc Click 2 to refresh the data in the grid Figure 8 Home This is the Home page of the portal This screen contains General Instructions which will help the users to use the application with ease Browser refresh will result in expiry of your Current Session and will require Re Login The various tabs available on this screen shown above are 1 Home At any point in time the users can click this tab to navigate to the Home Page of the portal 2 Self Service This tab contains all the employee related data like Personal Data LTC L
11. portal i e the users will be able to see the screens only for which they have roles In other words the employee will not have access to the screens which are meant for the DDOs In order to enter the data in the portal the users should keep an updated copy of their service book together with all the forms like nomination forms etc handy with them Note Employee ID s beginning with 2 are temporary for data collection New employee ids will be given to such employees once HRMS is implemented 2 1 Accessing Portal The portal can be accessed by providing the navigation link in one of the browsers mentioned below a Internet Explorer b Mozilla Firefox c Google Chrome The steps for accessing portal through internet explorer has been explained below For other Step 1 Click the internet explorer icon appearing on desktop screen A browser window will appear as displayed in figure below TATA CONSULTANCY SERVICES ITD TCS Confidential 2 Income Tax Department Data Collection Portal User Manual Employee v1 0 e Blank Page Microsoft Internet Explorer WY x Bing Favorites 53 s Suggested Sites Web Slice Gallery v Blank Page fa Y EJ v v Page v Safety v Tools e en Internet Protected Mode Off Figure 1 Browser Window Internet Explorer Navigation https incometaxindiaefiling gov in ITBADataCollectionPortal Step 2 Enter the navigation link in
12. the address bar as shown e Blank Page Microsoft Internet Explorer t C https incometaxindiaefiling gov in TT BADataCollectionPortal od x o Bing w Favorites 3 Suggested Sites Web Slice Gallery v e Blank Page Internet Protected Mode Off Figure 2 Entering URL in the address bar Step 3 Click Enter key through keyboard following screen will be displayed TATA CONSULTANCY SERVICES ITD TCS Confidential 3 Income Tax Department Data Collection Portal User Manual Employee v1 0 Figure 3 Login Screen e User Name Enter the unique user name provided e Password Enter the default password in this field Log In After entering username and password click on Login button as shown in figure below TATA CONSULTANCY SERVICES ITD TCS Confidential 4 Income Tax Department Data Collection Portal User Manual Employee v1 0 User Name 17495311 Y Figure 4 Logging in with default password As Employee is logging in for the first time he will be given an option to change his default password After clicking on Login Change Password screen will appear Change password process is described in the following section TATA CONSULTANCY SERVICES ITD TCS Confidential 5 Income Tax Department Data Collection Portal User Manual Employee v1 0 2 2 Change Password Employee can change his password using Change Password option available on the login screen On clicking Chang
13. the date from which the previous service was started with the help of calendar available for this field as shown in Figure 12 e To Date Enter the date to which the previous service was ended with the help of calendar available for this field as shown in Figure 12 e Post Held Enter the designation on which the employee was working during his qualifying service period e Whether he is qualifying Select value from the drop down to indicate whether this service 15 qualifying or not Deputation History TATA CONSULTANCY SERVICES ITD TCS Confidential 21 Income Tax Department Data Collection Portal User Manual Employee v1 0 From Date Enter the date from which the Deputation was started with the help of calendar available for this field as shown in Figure 12 To Date Enter the date to which the Deputation was ended with the help of calendar available for this field as shown in Figure 12 Post Held Enter the designation on which the employee was working during his deputation period Name of the Employer Enter the name of the employer with which the employee was involved during his Service Deputation Type Select a particular deputation type from the dropdown provided It will have values like In India or Outside India Leave amp Pension Contribution payable by This field will capture as who has paid the Leave amp Pension contribution It will have values like employee or employer Amount of Leave Contribution actually received
14. the dropdown values Salary Plan 5 6 Pay This field captures the salary plan Select the value of salary plan from the dropdown which contains the values like e Pay Commission 5 Pay Commission etc Pay Band This field records that pay band in which the salary of the employee lies It contains values like PB1 PB2 and PBS etc Select the appropriate value from the dropdown Grade Pay This field contains the set of Grade pays depending upon the Pay Band selected by the user For Instance for PB1 it will have values like 1900 2000 2400 etc Band Pay Enter the band pay in this field Click button to save the details 6 Leave On clicking Leave tab following screen is displayed TATA CONSULTANCY SERVICES ITD TCS Confidential 24 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home Self Service User Manual Contact US Change Password Biodata1 Y Biodata 2 Y Other Info Prev Qualif Y History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset 8 Qua Loan amp Adv Verification Leave Employee ID 455702 Leave Detail Commuted Leave without M C for studies certified to Commuted be in public interest Leave Not Due Half Pay Leave on limited Leave not due Otherwise than See Medical to 180 days half pay Medical on 5 Leave Leave Certificate leave Certificate Medical Certificates of Days NoofDays onfullpay co
15. the employee works in govt Sector or not This is a dropdown with values yes no e Whether in Income tax department or not This field captures the information that whether the family member of the employee works in ITD or not This is a dropdown with values yes no Address Details Address Type Select the type of address that you want to enter It contains values like Present Permanent etc e House No Enter the house number in this field e Building Enter the building name and number in this field e Street Name Enter the name of the street in this field e Village Tehsil District Enter the name of village or Tehsil or district in this field e Landmark Enter landmark in this field e City This captures the name of the city where employee resides Enter the city in the field provided e State This captures the name of the state where employee resides Select the state from the dropdown e Pin code This captures the Pin no of the city where employee resides Enter 6 digit number in this field Contact Details e Contact Type This captures the type of contact no Home office personal no Select the appropriate type from the dropdown e Contact No This field captures the contact number corresponding to the Contact Type selected Enter Tarang phone number in this field if provided by the department Email Details e Email Type This field captures the type of email account office personal Select the app
16. update the same if required In order to update the details Edit Click On clicking Edit all the fields will become editable so that the users can update the Update On clicking Edit the following screen will be displayed details Once all the details are entered click to update the details as shown below TATA CONSULTANCY SERVICES ITD TCS Confidential 9 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Biodata Page 1 Employee ID 455702 PART 1 BIODATA Employee ID Date Of Birth 12 01 1987 Prefix Mr First Name Ashish Middle Name Last Name Singh Father s Name Mother s Name Marital Status Select Spouse s Gender Male Nationality INDIAN Category ST z Location ABU DDO HOD ABU DDO TEST Update Next Tab Figure 10 Updating the Data Click Update to update the details Self Service tab consists of the following menus Biodata 1 Biodata 2 Other Information Previous Qualifying service and deputation History and Verification Leave LTC Nominations and CGHS Training and Examination Se X x Xe e 10 Asset and Quarter Details 11 Loan and Advances 12
17. Dispensary e Full Name The employee will enter the name of the person covered in CGHS benefits e Date of Birth The employee will enter the date of birth of the person covered in CGHS benefits On clicking on text box a calendar will pop up and employee will select date from it as shown in Figure 12 e Relationship The employee will enter the relationship with the person covered in CGHS benefits 9 Training and Examination On clicking Training and Examination tab the following screen is displayed TATA CONSULTANCY SERVICES ITD TCS Confidential 32 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations 8 CGHS Y Training and Exam Asset amp Qua Loan amp Adv Verification Training and Examination Employee 10 455702 Training Details SL Institute Training Place Period Days From Date To Date 4 4 m Examination Details z z SL Examination Name Date Of Examination Examination Passed or Not 1 Yes 28 Select Prev Tab Next Tab Figure 28 Training and Examination Part 1 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata2 Other Info Prev Qualif History amp Verification Leave LTC Y Nominations amp CGHS Training and Exam Asset amp Qua
18. Enter the amount of leave contribution which was contributed by the employer Amount of Pension contribution actually received Enter the amount of pension contribution which was contributed by the employer Click button to save the details 5 History and Verification Since a large volume of details are being captured under this section this section has been divided into three screens so as to cover each field in depth On clicking History and Verification tab the following screen will be displayed Home Biodata 1 Self Service User Manual Contact US Change Password Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan 8 Adv Verification History amp Verification Employee ID 455702 Job History SL Period From Event CCA Region CCIT DGIT Office CIT DIT Office 1 ADHOC PROMOTION CC AHMEDABAD CCIT GUJARAT 5 RAJKOT CIT 2 RAJKOT Select 2 Select v Select Select Select 4 m Prev Tab Next Tab Figure 20 History and Verification part 1 TATA CONSULTANCY SERVICES ITD TCS Confidential 22 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata Other Info Prev Qualif Y History amp Verification Leave LTC Nominations amp C
19. Exam Asset amp Qua Loan amp Adv Y Verification Verification Enployee ID 455702 Self Declaration Employee Verification Status Pending DDO Verification Status Pending Designated Officer Verification Status Pending have verified the data and corrected it as per my knowledge Confirm Prev Tab Figure 36 Verification Click checkbox as displayed in figure below Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other info Prev Qualif History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv d Verification Verification Employee ID 455702 Self Declaration Employee Verification Status Pending DDO Verification Status Pending Designated Officer Verification Status Pending have verified the data and corrected it as per my knowledge Prev Tab Figure 37 Verification Check Click Confirm to submit the request The request will be forwarded to DDO for verification Note If the data is incorrect the employee can approach to the respective DDO for making any updations in the details 2 3 1 User Manual All the user manuals will be available on the portal for quick reference On clicking User Manual the following screen will appear TATA CONSULTANCY SERVICES ITD TCS Confidential 40 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home S
20. GHS Training and Exam Asset amp Qua Loar History amp Verification Employee ID 455702 Job History Assessing Nesianation Post from Salary Plan 5th 6th 9 Office HQ 3 CMS Pay Select Select Select Select Select Select Select Select Select Select 4 Prev Tab Figure 21 History and Verification part 2 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification History amp Verification Employee ID 455702 Job History Postfrom Salary Plan 5th 6th FER e e CMS Pay Select Select Select 20 Select Select Select 4 Prev Tab Next Tab Figure 22 History and Verification part 3 The Job History grid will record all the events that occur in the entire career of an employee These events include Hire Promotion and Transfer etc All these events are associated with a date from which they are into effect In addition to this there may be impact on salary on these events Hence this grid will all the details that are associated with these actions The fields under Job History are described as follows e Period from This field records the date from which that particular action is valid Select the date in this field with the help of calendar as shown i
21. Monthly Installment GPF General Provident Fund LTC Leave Travel Concession PAN Permanent Account Number PRAN Permanent Retirement Account Number TATA CONSULTANCY SERVICES ITD TCS Confidential 43 Income Tax Department Data Collection Portal User Manual Employee v1 0 3 2 Frequently used Icons Usage To add a new row in the grid and save the data To edit the data To update a row of data in the grid To delete a row from the grid To add a new relationship in family details nomination grid etc To delete an existing relationship in family details nomination grid etc To refresh the data To refresh the grids where relationships nominees are involved To go to the bottom of the page To go to the top of the page Prev Tab To go to the previous tab in the sequence Next Tab To go to the next tab in the sequence To save the data entered To edit the existing data Update To save the data entered Lem Confirm to approve the data verification process To go to the search screen Return to Search To navigate directly to individual tabs in the administrator module TATA CONSULTANCY SERVICES ITD TCS Confidential 44 TATA CONSULTANCY SERVICES Experience certainty TATA CONSULTANCY SERVICES www tcs com
22. TATA CONSULTANCY SERVICES Experience certainty Income Tax Department Department of Revenue Ministry of Finance Government of India Income Tax Business Application ITBA Human Resource Management System HRMS Data Collection Portal User Manual Employee December 2013 Version 1 0 Income Tax Department Data Collection Portal User Manual Employee v1 0 Contents POOU mte R n 1 2 Getting S EIE TIN EI FE EMEN EU 2 Bile ACGCSSING Ponal ET mmm 2 22 Ohange ARN om 6 2 3 USING 8 2 3 1 pe 8 2 3 2 elc CIVIC RE Em 9 2 3 1 Joor El en E M 40 2 3 1 U m 41 2 3 1 Change FaSo WOTG siara ne EEE ee m 41 sS PADEN eo A E A S 43 Sele Glossary OF TEIM NR 43 3 2 Frequently used ICONS EM RR 44 TATA CONSULTANCY SERVICES ITD TCS Confidential Income Tax Department Data Collection Portal User Manual Employee v1 0 List of Figures FIGURE 1 BROWSER WINDOW IN
23. TERNET EXPLORER eee 3 FIGUREZ lt ENTERING URL IN THE ADDRESS BAR 5 decent deve ghe coa Yao E US dev i EN dev ebat uide 3 FIGURE 5 tU MERI MEME MEER RUE 4 FIGURE 4 LOGGING IN WITH DEFAULT 5 FIGURE 3 CHANGE ASS 6 FIGURE Oe CNG ce uu m 7 LOGN eR 7 LIGERE A E 8 FICO 9 TOU IE DATAE E O OA 9 TIGURE UPDATING THE TEENE 10 Ge BIODATA M mmm 11 TOCAT DAR s SE EIS 11 OPDAT e EEEE 13 FIGURE 147 BIO DATA SUCCESS MESSAGE i eoeeevses ees vetet ee eot ee wes vete ee eoe se densa eet EE REE A 13 FIGURE I5 HIGHLIGHTED NEXT his enews 14 FOUR TOFD DOD dW 15 FIGURE 17 VARIOUS OPTIONS PRESENT ON 18 FIGUR TS OTHE EEUU PI SL OPIDO bM 19 FIGURE PREVIOUS QUALIEICA TION Rep UUdcHolatola neun esas EE 21 FIGURE 20 HISTORY AND VERIFICATION PART 1 22 FIGURE 21 HISTORY AND VERIFICATION PART 2 cccccccseccc
24. Tax Department Home Self Service User Manual Data Collection Portal User Manual Employee v1 0 Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif Y History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset 8 Qua Loan amp Adv Verification Biodata Page 1 Employee ID 455702 PART 1 BIODATA Employee ID Date Of Birth 12 01 1987 Prefix Mr fw First Name Ashish Middle Name Last Name Singh Father s Name Mother s Name Marital Status Select Spouse s Name x Gender Male Nationality INDIAN Category 5 x x Location ABU DDO DO ABU DDO TEST Next Tab Figure 13 Update Once the users click Update button information is saved successfully and a pop up message will be displayed on the screen as shown below Home Self Service User Manual Contact US Change Password Biodata 1 Biodata2 Other Info Prev Qualif History amp Verification Leave LTC Nominations 8 CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Biodata Page 1 Employee ID 455702 PART 1 BIODATA x Date Of Birth Prefix Mr First Name Middle Name Last Name Father s Name Mother s Name Marital Status Select Spouse s Name 5 AN Gender Male Nationality NDIAN Category ST e 2 Location ABU DDO DO BU DDO TEST Nex
25. amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Biodata Page 1 Employee ID 455702 PART 1 BIODATA Employee ID Date Of Birth 12 01 1987 Prefix Mr FirstName Dec 1987 Middle Name Last Name Father s Name Mothers 39 Mo Tu We Th Fr Sa Marital Status Select Spouse s Name 1 2 3 4 5 Gender Male x Nationality 6 7 8 91 10 1 12 Category ST 13 141 15 16 17 18 19 21 22 23 24 25 26 Location ABU DDO DO 27 28 29 30 31 Update Today Done Next Figure 12 Using Calendar Select month and year from the dropdowns provided in the calendar Select the date from the calendar for the selected month and year Calendar is provided across the portal to enter the dates TATA CONSULTANCY SERVICES ITD TCS Confidential 11 Income Tax Department Data Collection Portal User Manual Employee v1 0 Prefix This field captures the name prefix of the users like Mr Mrs and Miss etc Select the name prefix from the dropdown list First Name This field records the first name of the employee Enter the first name in this field Middle Name This field records the middle name of the employee Enter the middle name in this field Last Name This field records the last name of the employee Enter the first name in this field Father s Name The users will have to enter their father s name in this field Mother s Name The users will have to en
26. ationship Select a Select Share Alternate Nominee Full Name Alternate Nominee Address 4 m Nominations for Benefits Under The Central Government Employees Group Insurance Scheme 1980 Contingencies that Date of Alternate Share declare the Nomination Alternate Nominee Full iternate Nominee Address Nominee as Invalid ee Relationship Select d amp Select 8 4 NENNT Enrolled For CGHS Employee CGHS CGHS Coverage Start CGHS Number Date Dispensary Edit SL Full Date of Birth Relationship I 1 MOTHER 2 Select amp Prev Tab Next Tab Figure 27 Nomination and CGHS Part 3 TATA CONSULTANCY SERVICES ITD TCS Confidential 29 Income Tax Department Data Collection Portal User Manual Employee v1 0 Nomination for GPF and Family Pension Full Name Enter the full name of nominee Address Enter the address of nominee Age Enter the age of nominee Relationship Select the relationship of the nominee through the dropdown provided It has values like Spouse Father and Mother etc Date of Nomination Enter the date on which the nominee was nominated for GPF amp Family Pension On clicking on text box a calendar will pop up and employee will select date from it as shown in Figure 12 Share Enter the share in percentage of nominee in GPF and Family Pension Contingencies that Declare Nomination as Invalid In case the nominee is d
27. cable Applicable Yes 23 Select 4 n p Prev Tab Next Tab Figure 32 Asset and Quarter Details Part 3 This Screen has the following fields which are detailed as Asset Details e Description of Equipment Select the type of asset from this field It is a dropdown containing all the assets like Laptop Sim card etc e Eligible Y N In case the user is eligible for the asset selected in the previous filed select Yes else select No e Number Type This field is read only and has values as Serial No e Serial Number This field is applicable only in case of mobile phone In case Number type is selected as Sim enter the sim number in this field e Mobile Number This field is applicable only in case of mobile phone In case Number type is selected as Mobile enter the ten digit mobile number in this field Quarter Details e Quarter Pool Select the pool of quarter from the dropdown provided e Quarter type Select the type of quarter in which the employee is residing through the dropdown provided e CCA Region Select the current CCA Region through the dropdown provided TATA CONSULTANCY SERVICES ITD TCS Confidential 36 Income Tax Department Data Collection Portal User Manual Employee v1 0 e Location Depending upon the CCA selected select the current location e Quarter Number Enter the Quarter Number e Address Enter the complete address of the quarter in which the employee is currently living in
28. come Tax Full Name 9 a Service Department Or Not SL Prefix Relationship No Details Found Please Enter the Details 1 Mrs Ankita Singh 01 01 1977 MOTHER x 2 Address Details Address x Address 1 Address 2 Type No Details Found Please Enter the Details Present C 423 Kendriya Vihar 4 p Contact Details Contact Contact Number No Details Found Please Enter the Details Select 91 9918098766 Email Details x Email ID No Details Found Please Enter the Details Primary ashish gmail com Prev Tab Next Tab Figure 18 Other Information This Screen has the following fields Family Details e Prefix Select the name prefix in through this field It will have values like Mr Miss and Mrs etc e Full Name Enter the full name of the employee s family member in this field e Date of birth Select the date of birth of employee s family member with the help of calendar in this field as shown in Figure 12 e Relationship Select the relationship of the employee with his family member through the dropdown provided It contains the values like Mother Father Spouse Son etc TATA CONSULTANCY SERVICES ITD TCS Confidential 19 Income Tax Department Data Collection Portal User Manual Employee v1 0 e Whether in Govt Service or not This field captures the information that whether the family member of
29. e 35 Loans and Advances Loans Advances Details Principal Details e Principal Amount Enter the amount of Principal e Total EMI Enter the total number of emi that the employee had selected in this field to pay off the principal amount e EMI Amount Enter the amount that the user has to pay on a monthly basis in this field e Total Principal Recovered Enter the amount of principal that has been recovered till date in this field e Total EMI Paid Till Date This field will captures the detail of total number of EMI paid Interest Details e Interest Amount Enter the amount of Interest e Total EMI Enter the total number of emi that the employee had selected in this field to pay off the interest on the loan e EMI Amount Enter the amount that the user has to pay on a monthly basis in this field e Total Interest Recovered Enter the amount of interest that has been recovered till date e Total EMI Paid Till Date This field will capture the detail of total number of EMI paid 12 Verification TATA CONSULTANCY SERVICES ITD TCS Confidential 39 Income Tax Department Data Collection Portal User Manual Employee v1 0 Once the employee fills all his details click Verification tab to submit the data Following screen will be displayed Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations amp CGHS Training and
30. e Blood Group from the dropdown which has values like O A and B etc Religion Select the Religion from the dropdown which has values Hindu Muslim and Sikh etc Job Details Date of Entry in Govt Service Enter the date on which the employee joined Government Service in this field with the help of calendar that will pop up when this field is clicked as shown in Figure 12 PAN Number Enter the PAN number in this field Entry of Cadre Select the cadre in which the employee joined his service from the dropdown provided as shown in Figure 12 Current Cadre This field captures the current cadre of employee Select the current cadre from the dropdown provided It contains values like IRS Statistical cadre etc Civil Code Enter the civil code in this field Category of Recruitment Select the category for which the employee was recruited It will have values like SC ST etc CPF GPF PRAN Number Enter the CPF GPF PRAN Number in this field Type of Exam Select the type of exam that he has passed to get entry in ITD through the dropdown provided UPSC SSC Reference No Enter the UPSC SSC reference number in this field UPSC SSC Rank Enter the UPSC SSC Rank in this field TATA CONSULTANCY SERVICES ITD TCS Confidential 16 Income Tax Department Data Collection Portal User Manual Employee v1 0 Passport Details e Passport Number Enter the Passport number in this field e Place of Issue Enter the name of the employee place in
31. e Nominee Full Name The employee will enter the name of the alternative nominee Alternative Nominee Address The employee will enter the address of the alternative nominee Alternative Nominee Age The employee will enter the age of the alternative nominee Alternative Nominee Relationship The employee will enter the relationship of the alternative nominee If the Nominee is not the member of the family please state the reason The employee will enter the reason if the nominee is not a family member TATA CONSULTANCY SERVICES ITD TCS Confidential 31 Income Tax Department Data Collection Portal User Manual Employee v1 0 Click button to save the details CGHS Central Government Health Scheme CGHS section as shown in screen is divided into two parts a grid and the common part Before adding any row in a grid employee has to enter common information i e four fields given just above the CGHS grid Employee will enter the value of various fields then click add button to save the value in database e Enrolled for CGHS The employee will select the value from the dropdown i e enrolled for CGHS or not in the current station e CGHS Number The employee will enter the CGHS number e CGHS Coverage Start Date The employee will enter the start date of CGHS coverage as on CGHS card On clicking on text box a calendar will pop up and employee will select date from it e CGHS Dispensary The employee will enter the name of the CGHS
32. e Password the following screen is displayed Change Password Old Password Site Use only available Links New Password Password Should Contain atleast 6 Alpha Numeric Characters which should 1 Contain atleast one Uppercase Letter 2 Contain atleast Lowercase Letter Change Password 3 Contain atleast one Numeric Character 4 Contain atleast one Special Character other than amp and blank space Confirm New Password Figure 5 Change Password Here the users will have to enter their old and new passwords However the new password will have to be confirmed once in Confirm Password field e Old Password Enter old default password in this field e New Password Enter the new password in this field e Confirm Password Re enter the New Password in this field In order to ensure portal security new password will have a specific format A prompt message will be displayed to help the users to enter the new password New password and confirm password should be same After all the passwords are entered the users will have to click on Change Password button as shown in the screen below TATA CONSULTANCY SERVICES ITD TCS Confidential 6 Income Tax Department Data Collection Portal User Manual Employee v1 0 Change Password Old Password New Password Confirm New Password Change Password Figure 6 Change Password On clicking Change Password the system will update the passwords en
33. eclared as invalid enter the detailed reasons in this field to record contingencies that declare nomination as invalid Alternative Nominee Full Name Enter the name of the alternative nominee Alternative Nominee Address Enter the address of the alternative nominee Alternative Nominee Age Enter the age of the alternative nominee Alternative Nominee Relationship Select the relationship of the alternative nominee through the values provided in the dropdown If the Nominee is not the member of the family please state the reason In case the person who is being nominated is not a family member enter the reason for declaring him her as a nominee Click button to save the details Nomination Death cum Retirement Gratuity Full Name Enter the full name of nominee Address Enter the address of nominee Age Enter the age of nominee Relationship Select the relationship of the nominee through the dropdown provided It has values like Spouse Father and Mother etc Date of Nomination Enter the date on which the nominee was nominated for Nomination Death cum Retirement Gratuity On clicking on text box a calendar will pop up and employee will select date from it as shown in Figure 12 Share Enter the share in percentage of nominee in Nomination Death cum Retirement Gratuity TATA CONSULTANCY SERVICES ITD TCS Confidential 30 Income Tax Department Data Collection Portal User Manual Employee v1 0 Contingencies that
34. elf Service User Manual Contact US Change Password User Manual File List File Hame amp Data Collection Portal Employee Download Data Collection Portal DDO Download Data Collection Portal DO Download Figure 38 User Manual Click Download button available against each user manual to download the same 2 0 1 Contact Us Contact details of support team are available on this link On clicking Contact Us the following screen 15 displayed Contact Us Please Contact Data Collection Helpdesk For any queries call 011 26130590 Figure 39 Contact Us 2 3 1 Change Password This option enables the users to change their password anytime On clicking Change Password the following screen is displayed TATA CONSULTANCY SERVICES ITD TCS Confidential 41 Income Tax Department Data Collection Portal User Manual Employee v1 0 Change Password Old Password Confirm New Password Change Password Figure 40 Change Password The process to change password is already discussed in section 2 2 TATA CONSULTANCY SERVICES ITD TCS Confidential 42 Income Tax Department Data Collection Portal User Manual Employee v1 0 3 Appendix 3 1 Glossary of Terms Definition CCA Cadre Controlling Authority CGEGIS Central Government Employees Group Insurance Scheme CGHS Central Government Health Scheme DCA Data Collection Application eo Drawing and Disbursing Officer HOD Head of Department EMI Equated
35. he examination in this field with the help of the calendar e Exam passed or Not Select Yes or No from the dropdown to indicate whether the exam was passed the exam or not Click o button to add the row in to grid 10 Asset and Quarter Details Once the employee clicks on Asset and Quarter Details tab below screen is displayed As this screen has a grid which has so many columns so the screen will be shown to the user in three parts to explain it in a better way TATA CONSULTANCY SERVICES ITD TCS Confidential 34 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata2 Other Info Y Prev Qualif Y History amp Verification Leave Y LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Asset and Quarter Details Employee ID 455702 Asset Details SL Description ofEquipment Eligible Number Type Serial Number Mobile Number 1 Mobile Phone Yes Serial No 2 Select Select Select og Quarter Details Quarter x Quarter SL quarter Pool CCA Region Location Address Type 1 Central Pool KOLKATA 2 Select Select Select Select 4 m j Prev Tab Next Tab Figure 30 Asset and Quarter Details Part 1 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Pre
36. lifications of the employee Education Details grid has the fields namely Degree and Degree Description e Degree Select the appropriate degree from the dropdown provided It will have values like BSc B Tech and BA MA etc The employees can enter a short description in e Degree Description field Click wi button to save the information as highlighted in the above screen Click amp to refresh the data in the grid as shown above TATA CONSULTANCY SERVICES ITD TCS Confidential 15 Income Tax Department Data Collection Portal User Manual Employee v1 0 The other fields of Bio data 2 page are described below Personal Information Height C M This field records the height of the employee Enter the height in centimetres in this field Identification Mark In this field identification mark is recorded Enter the description of the identification mark in this field Home State Select the home state from the dropdown provided Domicile State Select the Domicile State the dropdown provided Place of Birth Select the place where the employee was born from the dropdown provided Disable or not This file records whether the employee is disabled or not Select Yes or No from the dropdown Type of Disability In case the employee is disabled select the type of disability from the dropdown Percentage of disability Depending upon the type of disability enter the percentage of his disability in this field Blood Group Select th
37. lment is due for payment On clicking on text box a calendar will pop up and employee will select date from it Instalment Due To This field will captures the date up to which instalments due for payment clicking on text box a calendar will pop up and employee will select date from it Loan Advance Details This field will capture the Principal amp Interest related Details To fill the Loan Advance Details click on the Details link Once the employee clicks on the Details the below screen will appear TATA CONSULTANCY SERVICES ITD TCS Confidential 38 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Loan and Advances Employee ID 455702 Install t Install t x 2 9 nsta me Loan Advance ey Reason for Loan i Date Amount sfer Details 20 Details 4 n p Loan Advances Details Bill Loan No dfasdf2345 Loan Name Advance of pay on transfer oa Principal Details Principal Amount Total EMI EMI Amount Total Principal Recovered Total EMI Paid till Date Interest Details Interest Amount Total EMI EMI Amount Total Principal Recovered Total EMI Paid till Date Update Prev Tab Next Tab Figur
38. n Figure 12 e Event Event field captures the reason for which the employee is adding a new row it could be transfer increment etc It is dropdown field and employee will select the appropriate event from the dropdown e CCA Region This field captures one of the 19 CCA regions Select the appropriate CCA from the dropdown provided e CCIT DGIT Office This field will be enabled only if CCA Region field is selected It is dropdown field that contains all the CCIT DGIT offices that fall under the selected CCA Select the CCIT DGIT Office from the dropdown values e CIT DIT Office This field will be enabled only if a value has been selected in CCIT DGIT Office field It is dropdown field that contains all the CIT DIT offices that fall under the selected CCIT DGIT Office Select the CIT DIT Office from the dropdown values TATA CONSULTANCY SERVICES ITD TCS Confidential 23 Income Tax Department Data Collection Portal User Manual Employee v1 0 Range This field will be enabled only if a value has been selected in CIT DIT Office field It is dropdown field that contains all the Ranges fall under the selected CIT DIT Office Select the Range Office from the dropdown values Assessing Office HQ This field will be enabled only if a value has been selected in Range field It is dropdown field that contains all the Assessing Office HQ fall under the selected Range Select the Office from the dropdown values Post from CMS Select the post from
39. nee Nominee Share Cy Age Relationship Select 20 Select 4 n gt Nominations for Benefits Under The Central Government Employees Group Insurance Scheme 1980 Date of Alternate Nominee Full m Share s declare the Nomination Alternate Nominee Address Age Nominee Nomination as Invalid Relationship Select 22 Select amp 4 m p Enrolled For CGHS Employee CGHS _ CGHS Coverage Start CGHS t 7 Number Date Dispensary Edit SL Full Name Date of Birth Relationship MOTHER E 2 Select v amp Prev Tab Next Tab TATA CONSULTANCY SERVICES ITD TCS Confidential 28 Income Tax Department Data Collection Portal User Manual Employee v1 0 Figure 26 Nomination and CGHS Part 2 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Nominations and CGHS Employee ID 455702 Nominations for GPF amp Family Pension Alternate Alternate If the nominee is not a member Full Name Alternate Nominee Address Nominee Nominee of the family please state the Relationship reasons Select fd Select 4 n Nominations for Death cum Retirement Gratuity Alternate Alternate Nominee Nominee Share Age Rel
40. nvertedinto90 No of days limited to 180 days 9 Of days 1 2 No of Days days 5 No of days 7 3 commuted leave in 6 entire service No of Days 4 Leave Consumed No of Days SL Marternity Leave Paternity Leave Study Leave Special Casual Leave Child 1 Child 2 1 Select Select Edit Prev Tab Next Tab Figure 23 Leave All the textboxes which record the number of leaves accept the whole number maximum up to three digits Dropdown fields are described as e Earned Leave No of Days Enter the number of earned leaves which are available with the employee in this field e Half Pay Leave No of Days Enter the number of half pay leaves which are available with the employee in this field e Commuted Leave on Medical Certificate on full pay No of Days Enter the number of commuted leave on Medical Certificate which the employee has availed in this field e Commuted Leave without M C for studies certified to be in public interest Limited to 180 days half pay leave converted into 90 days commuted leave in entire service No of Days Enter the number of leaves availed by the employee in this field Leave not due on Medical Certificate NO of Days Enter the number of leaves availed by the employee in this field e Leave not due otherwise on Medical Certificates limited to 180 days NO of Days Enter the number of leaves availed by the employee in this field
41. oans and Advances etc This tab is explained in the subsequent section User Manual The users can download the user manuals through this tab in the portal Contact Us The details of the support team are available on this tab Change Password Users can change their passwords anytime by clicking this tab The process to change password has already been explained in section TATA CONSULTANCY SERVICES ITD TCS Confidential 8 Income Tax Department Data Collection Portal User Manual Employee v1 0 For details of icons and buttons please refer section Frequently used Icons 2 3 2 Self Service Once the user clicks on Self Service the following screen is displayed Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations 8 CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Page 1 Employee 10 455702 PART 1 BIODATA Date Of Birth Prefix Mr First Name Middle Name Last Name Father s Name Mother s Name Marital Status Select Spouse s Name Male INDIAN Gender a e Nationality Category ST Location P DDO HOD BU DDO TEST Edit Next Tab Figure 9 Editing the Data Some of the employee details will be prefilled in the portal The following buttons On each screen the users are required to verify the details and
42. os Age Relationship Nomination Share l 1 MOTHER 2 Select 4 n p Nominations for Benefits Under The Central Government Employees Group Insurance Scheme 1980 Contingencies that Date of x SL Full Name Address Age Relationship Nomination Share declare the Nomination as Invalid 1 MOTHER Select 4 nm p Beneficiaries For Central Governement Health Scheme Employee CGHS CGHS Coverage Start CGHS Number Date Dispensary Edit i Full Name oe Relationship 5 1 MOTHER E 2 Select 8 Next Tab TATA CONSULTANCY SERVICES ITD TCS Confidential 27 Income Tax Department Data Collection Portal User Manual Employee v1 0 Figure 25 Nomination and CGHS Part 1 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif Y History amp Verification Leave LTC Nominations CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Nominations and CGHS Employee ID 455702 Nominations for GPF amp Family Pension Contingencies that Alternate Alternat 2 declare the Share M Alternate Nominee Full Alternate Nominee Address Nominee Nominee nomination as j 5 Relations invalid Select Select 4 Nominations for Death cum Retirement Gratuity Alternate Alternate Share Alternate Nominee Full Name Alternate Nominee Address Nomi
43. ropriate type from the dropdown Email ld This field captures the email id corresponding to the Email Type selected Click button to save details TATA CONSULTANCY SERVICES ITD TCS Confidential 20 Income Tax Department Data Collection Portal User Manual Employee v1 0 4 Previous Qualifying and Deputation On clicking Previous Qualifying and Deputation the following screen will be displayed Home Self Service User Manual Contact US Change Password Biodata 1 Biodata2 Other Info Qualif History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Previous Qualifying and Foreign Service Employee ID 455702 Previous Qualifying Service prior to join Income Tax Department x x SL From Date MM DD YYYY To Date MM DD YYYY Post Held Whether It Is Qualifying No Details Found Please Enter the Details 1 12 05 2006 12 02 2007 OSD Yes Deputation History Amou From Date To Date Leave amp Amount of Pan Deputation Pension Leave EN oat Hel Name of the Employer Type Contribution actually contril i actu Payable By received rece No Details Found Please Enter the Details 1 Select Select 4 p Prev Tab Next Tab Figure 19 Previous Qualification This Screen has the following fields Previous Qualifying Service Prior to join Income Tax Department e From Date Enter
44. sscceccccececsececussccusceeucseeceesesseusseeuseeeeseuseseuees 23 FIGURE 22 HISTORY AND VERIFICATION PART 3 ccccccsecccsscceecccececececseseeusseeuceeeuceeueseensseeucsseuseueseuaes 23 POUR MED IL 25 BGO PN Tr 26 FIGURE 25 NOMINATION AND COPS PART Teorinis EEEE eR Re pedi ER 28 FIGURE 267 NOMINATION AND CGHS PART 2 5 etescka seges ence ehe e eis peu Ut o apbe dE eon OE EHe ae UNUS Usus 29 FIGURE 27 NOMINATION AND CGHS PART 5 ios burtie ka Raves Ver EK Rev V VR FON ORIS 29 FIGURE 28 TRAINING AND EXAMINATION PART 1 eese eene nnne nnne nennen nnns 33 FIGURE 29 TRAINING AND EXAMINATION PART 2 cccccsccccsscccecccsececsececnscceuscececseeeceeeseenssseusseeseueseeees 33 FIGURE 30 ASSET AND QUARTER DETAILS PART 1 nera aea sans ode 35 FIGURE 31 ASSET AND QUARTER DETAILS PART 2 35 FIGURE 32 ASSET AND QUARTER DETAILS PART 3 eese eene nenne nennen nennen nus 36 FIGURE 33 LOANS AND ADVANCES PART CH T RavwaS eR a rwwr cu Levy e 37 FIGURE 34 LOANS AND ADVANCES PART 2 cccccsecccsecccsscccusscusccececsececusseeussecucseeeseesesecusseeussseseueseuaes 38 FIGURE 35 LOANS AND ADVANCES LOANS ADVANCES DETAILS eceeeeee eene enne 30 VERIEIC 40 EIGUREST VERIFICATION
45. t Tab Figure 14 Bio Data 1 Success Message Users will have to click the button to enter the data for other screens Once the Biodata1 information is saved the users can navigate to other screens by clicking on respective tabs The Next Tab button navigates the users to the next tab in the sequence TATA CONSULTANCY SERVICES ITD TCS Confidential 13 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations 8 CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Biodata Page 1 Employee ID 455702 PART 1 BIODATA Employee ID Date Of Birth 12 01 1987 Prefix Mr First Name Ashish Middle Name Last Name Singh Father s Name Mother s Name Marital Status Select Spouse s Gender Male Nationality INDIAN v Category ST z Location ABU z DDO DO ABU DDO TEST Update Figure 15 Highlighted Next Tab 2 Bio data 2 This screen contains detailed Educational Details Personal Information Passport Details Job Details and Union Details Once the employee will clicks on Bio data 2 the following screen is displayed TATA CONSULTANCY SERVICES ITD TCS Confidential 14 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home
46. ter their mother s name in this field Gender Select Gender from the dropdown provided Marital Status Select the marital status through the dropdown provided It will contain values like Single Married Divorced etc Spouse Name This field will be enabled only if value Marital Status is selected as Married In case the user is married enter the spouse name in this field Nationality This field captures the nationality of the employee that whether the he belongs to India or any other country Select the appropriate nationality from the dropdown provided Category Select the category from the values like SC ST OBC Sports Quota etc available in the dropdown Location Select the current location from the list of values provided in the dropdown DDO HOD This field will be enabled only after Location is selected This field contains the list of DDOs depending upon the location selected by the user Once the employee selects his location he will have to select his respective DDO from the dropdown This field is significant because once the users enter and verify their details the complete data will be sent to their concerned DDO for approval The DDO will have to verify and validate the details filled in by the employees In case any updations are required the DDO will have access to update the same After entering all the details employee click Update button as shown below TATA CONSULTANCY SERVICES ITD TCS Confidential 12 Income
47. tered Once the password is changed successfully the users will be re directed to Login screen for login in with new password Employee will enter his user name and new password then click on Login button as shown below 4 26 Data Collection Portal HOME USER MANUAL CONTACT US LOGIN Please Login to Continue User Name 7495311 General Instructions Calenders are given to fill t i Password 87 Default date format id MM D Browser Refresh will result i Login Password gate the Site Use only available Links Figure 7 Logging In TATA CONSULTANCY SERVICES ITD TCS Confidential 7 Income Tax Department Data Collection Portal User Manual Employee v1 0 2 3 Using the Interface 2 3 1 Home Once the users log in to the system with their credentials the following screen is displayed TBA HRMS Y Welcome Ashish Singh A Dec 23 2013 08 25 15 IST Data Collection Portal y Home Self Service User Manual Contact US Change Password Hi Ashish Singh General Instructions E Employee IDs beginning with 2 are assigned to the employees who do not have MMS ID These are temporary IDs Employees who s retirement is due in May 2014 before need not fill the data in the portal All the fields marked with are mandatory Some of the personal details will be prefilled in the portal These details might not be 100 correct Kindly update
48. v Qualif History amp Verification Leave LTC Y Nominations 8 CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Asset and Quarter Details Employee 10 455702 Asset Details E SL Description of Equipment Eligible Number Type Serial Number Mobile Number 1 Mobile Phone Yes Serial No 7907 78 2 Select Select Select Quarter Details Retention j Water Postal License Reason for Retention City State Charges Applied Code Applicable Fee Applicable Select 500 Yes Select Select 4 m Next Tab Figure 31 Asset and Quarter Details Part 2 TATA CONSULTANCY SERVICES ITD TCS Confidential 35 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Asset and Quarter Details Enployee ID 455702 Asset Details E o Bod Eligible Number Type Serial Number Mobile Number amp 1 Mobile Phone Yes serial No 28 2 Select gt Select Quarter Details Retention Vater Retention rges If Retention till P P Deparment To ReasonforDeabarrament 2 Applicable From Mi
49. which passport was issued in this field e Date of Issue Enter the date on which passport was issued in this field using the calendar will be displayed when the employee clicks this field as shown in Figure 12 e Date of Expiry Enter the date on which passport will get expired in this field using the calendar will be displayed when the employee clicks this field as shown in Figure 12 Union Details e Union Name Enter the union name in this field e Date of joining Union This will capture date on which he joins the union On clicking this field a calendar will pop up and employee will have to select date from it as shown in Figure 12 e Union Position This field captures the union position e Union Fee Membership Enter the membership fee of the union After filling all the information click on Update as shown below TATA CONSULTANCY SERVICES ITD TCS Confidential 17 Income Tax Department Data Collection Portal User Manual Employee v1 0 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Y Other Info Prev Qualif History amp Verification Leave LTC Nominations 4 CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Biodata Page 2 Employee ID 455702 Educational Details SL 3 5 Degree Description 1 8TH isfsfsdf 20 2 Select Personal Information Height In CMS Identification Mark ji Home State Select Domicile State Select
50. x Department Data Collection Portal User Manual Employee v1 0 Home Self Service User Manual Contact US Change Password Biodata 1 Biodata 2 Other Info Prev Qualif History amp Verification Leave LTC Nominations amp CGHS Training and Exam Asset amp Qua Loan amp Adv Verification Loan and Advances Employee ID 455702 n Eu Install t Install t x Disbursed Sanctioned Rate of ns men ns men Loan Advance N Date Amount Y Details 4 TT Prev Tab Next Tab Figure 34 Loans and Advances Part 2 This Screen has the following fields which are detailed as e Bill Loan No Enter the bill number if any against which the payment was made to the employee e Loan Name Select the loan name from dropdown It will have values like Festival Advance House Building Advance and Cycle Advance etc e Reason for Loan This field captures the reason for which Loan 15 taken e Loan Disbursed Date This field captures the date on which Loan is sanctioned On clicking on text box a calendar will pop up and employee will select date from it e Loan Sanctioned Amount This field captures the amount which is sanctioned for the Loan Only numbers can be entered in this field e Rate of Interest This field will captures the rate of Interest against which the loan advance was sanctioned Only numbers can be entered in this field instalment Due From This field captures the date from which insta

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