Bihar CFMS Employee and PayBill Training Manual

Department of Finance
Government of Bihar
Comprehensive Financial Management System (CFMS)
Training Manual of
Employee Maintenance & Pay Bill
Government Industry Solution Unit (ISU)
January, 2019
1|Page
TABLE OF CONTENTS
1. GETTING STARTED ...................................................................................................................... 4

2. Introduction ............................................................................................................................... 5
2.1 Purpose ........................................................................................................................ 6
3. Login to CFMS Application .......................................................................................................... 7
4. Creating Group........................................................................................................................... 8
5. Modify Migrated Employees Details ......................................................................................... 11
6. New Employee Creation ........................................................................................................... 21
7. Grouping the Employees........................................................................................................... 22
7.1 Allocate Employee....................................................................................................... 22
7.2 Un-Allocate Employee ................................................................................................. 23
8. Annual Salary Increment .......................................................................................................... 24
9. Employee Promotion ................................................................................................................ 25
10. Recovery from Employee Salary ............................................................................................ 26
11. Suspend Employee ................................................................................................................ 27
11.1 Suspend Employee ...................................................................................................... 27
11.2 Modify Subsistence Allowance .................................................................................... 28
11.3 Revoke Suspension...................................................................................................... 29
12. Active/Inactive Employee...................................................................................................... 30
12.1 Making Employee Inactive in system ........................................................................... 30
12.2 Making Employee Active in system .............................................................................. 31
13. LPC OUT ................................................................................................................................ 32
14. LPC IN ................................................................................................................................... 33
15. Employee Loan ..................................................................................................................... 34
15.1 Loan Application Initiate.............................................................................................. 34
15.2 Interest Recovery Calculation ...................................................................................... 35
15.3 Loan Waiver ................................................................................................................ 36
16. Regular Monthly Salary Bill ................................................................................................... 37
17. Advance Pay Bill ................................................................................................................... 40
18. Earned Leave Encashment Bill ............................................................................................... 42
19. GLOSSARY............................................................................................................................. 45
2|Page
List of Figures
Figure 1 : CFMS Application Login Screen ..................................................................................................................7

Figure 2 : CFMS Application E-Billing Module Icon ....................................................................................................7
Figure 3 : Group Creation Screen ...............................................................................................................................8
Figure 4 : Group Creation in Tasklist – View Details...................................................................................................9
Figure 5 : Group creation Forward Next level ............................................................................................................9
Figure 6 : Group creation – e-sign approved Group ................................................................................................ 10
Figure 7 : Group creation – Existing Groups ............................................................................................................ 10
Figure 8 : Employee Maintenance – Tasklist & Common Bucket ............................................................................ 11
Figure 9 : Employee Maintenance – Assigned Employee in Tasklist ....................................................................... 11
Figure 10 : Employee Maintenance – Modify General details ................................................................................ 12
Figure 11 : Employee Maintenance – Family details ............................................................................................... 14
Figure 12 : Employee Maintenance – Bank Account details ................................................................................... 14
Figure 13 : Employee Maintenance – Earning details ............................................................................................. 15
Figure 14 : Employee Maintenance – Deduction details......................................................................................... 16
Figure 15 : Employee Maintenance – Forward request to next level ..................................................................... 17
Figure 16 : Employee Maintenance – Approve Employee Details .......................................................................... 19
Figure 17 : Employee Maintenance – E-sign approved Employee .......................................................................... 20
Figure 18 : Allocate Employee Screen ..................................................................................................................... 22
Figure 19 : Un-Allocate Employee Screen ............................................................................................................... 23
Figure 20 : Annual Salary Increment Screen ........................................................................................................... 24
Figure 21 : Promotion Screen .................................................................................................................................. 25
Figure 22 : Recovery from Employee Salary Screen ................................................................................................ 26
Figure 23 : Suspend Employee Screen..................................................................................................................... 27
Figure 24 : Modify Subsistence Allowance Screen .................................................................................................. 28
Figure 25 : Revoke Suspension Screen .................................................................................................................... 29
Figure 26 : Inactive Employee Screen...................................................................................................................... 30
Figure 27 : Active Employee Screen ........................................................................................................................ 31
Figure 28 : LPC Out Screen ...................................................................................................................................... 32
Figure 29 : LPC IN Screen ......................................................................................................................................... 33
Figure 30 : Loan Application Initiate Screen ............................................................................................................ 34
Figure 31 : Interest Recovery Calculation Screen .................................................................................................... 35
Figure 32 : Loan Waiver Screen ............................................................................................................................... 36
Figure 33 : Regular Monthly Salary Screen.............................................................................................................. 38
Figure 34 : Employee Salary Details Screen............................................................................................................. 39
Figure 35 : Expenditure Sanction - Advance Pay Bill Screen ................................................................................... 40
Figure 36 : Advance Pay Bill Screen ......................................................................................................................... 41
Figure 37 : EL Encashment - Expenditure Sanction Allotment Details Screen ........................................................ 42
Figure 38 : Earned Leave Encashment Screen ......................................................................................................... 43
3|Page
1. GETTING STARTED
This Group provides information for accessing the application.
Browser Requirements – The URL is compatible with all versions of Google Chrome
Accessing CFMS Portal: https://cfmstraining.bihar.gov.in/

Note: This is the link for training purpose only. The link for production will be notified by the responsible
authorities in due time.
4|Page
2. Introduction
➢ This module corresponds to all the processes and its related functionalities which are required for Pay
Bill Generation of the employees whose salary has to be disbursed by GoB.
➢ Activities used in Employee Maintenance and Pay Bill Module:-
o Employee Maintenance (Maker) – Can initiate following requests and Forward the request to
Checker.
▪ Group Creation
▪ Employee Maintenance
▪ Allocate Employee
▪ Annual Salary Increment
▪ Promotion of Employee
▪ Recovery from Employee Salary
▪ Suspend Employee
▪ Inactive/Active Employee
▪ LPC Out
▪ LPC In
▪ Employee Loan Application
o Employee Maintenance (Checker) – Can verify the request and forward to Approver or send
back to Maker for correction or Initiate the New Request.
o Employee Maintenance (Approver) – Can send back, reject, approve and e-Sign the Request.
o Bill Preparation including Pay Bill (Maker) – Can initiate following bills and Forward the request
to Checker.
▪ BTC-17 – Regular Monthly Salary Bill

▪ Employee Advance Pay
▪ EL Encashment
o Bill Preparation including Pay Bill (Checker) – Can Verify the request and forward to Approver or
send back to Maker for correction or Initiate the New Request.
o Bill Preparation including Pay Bill (Approver) – Can send back, reject, approve and e-Sign the
Request.
5|Page
2.1 Purpose
The purpose of the Employee Maintenance & Pay Bill training manual is to facilitate the trainers to
understand the functionality of modifying the Migrated Employee data from CTMIS, Creating New
Employee and Creating Group in which employee will be tagged for salary bill.
This training manual will also facilitate the master trainers to understand the system usability how the
system will facilitate the users to generate the Salary Bill, EL Encashment Bill and Advance Pay Bill
associating it with other related processes which are used in generating these bills. Based on the details
saved in Employee Maintenance module, the Salary Bill, EL Encashment Bill and Advance Pay Bill of the
Employee will be prepared.
6|Page
3. Login to CFMS Application
Step 1- Login in application with Maker Login id

➢ URL of the Application https://cfmstraining.bihar.gov.in (Will be used only for training purpose).
➢ Enter the application Login id and password of Maker.
Figure 1 : CFMS Application Login Screen
Step 2- Click on the E-billing Icon
Figure 2 : CFMS Application E-Billing Module Icon
7|Page
4. Creating Group
➢ Group Creation is a pre –requisite for Creating New Employee or Modifying Migrated Employee from
CTMIS database. Employee will be tagged to a particular Group during Employee creation itself based on
which Pay Roll of the Employee will be generated.
Step 3- Click on Group Creation link under the menu to create Group
In Group Creation screen Office Name will get auto-populated based on the user login, and user will create new
Group by selecting HOA from Head of Account LOV icon and click on ‘Save’ button.
>For New Group Creation
E-billing -> Employee Maintenance -> Group Creation For New Section Creation select
the Head of account and Assign
the Section name then click the
Save button.
This section shows the

already created groups
under the Assign Office
to the user.
Figure 3 : Group Creation Screen
Step 4- Click on the Task List to Forward Created Group to next level
E-billing -> Employee Maintenance -> Task List
8|Page
Figure 4 : Group Creation in Tasklist – View Details
Below screen appeared after clicking the View Details.
Select the Checker to

whom request want to
forward then Click on
the Forward Button
Figure 5 : Group creation Forward Next level
Step 5- Now Login with Checker Login id

➢ Follow the same Steps as mentioned above
o Click on the Task List
o Then click on the view details
o Checker can modify the details and Forward the request to Approver.
Step 6- Login with Approver Login id to approve the request

➢ Follow the same Steps
o Then click on the view details
o Approver reviews the request and makes it approved.
Step 7- e-sign the approved request

➢ Followed the same Steps
9|Page
Below screen appeared after clicking the View Details. It’s
shown all pending request for e-sign.
> Select the ‘Radio’

button and click on ‘E-
Sign Transaction’ button
to sign the approved
Section.
> Approved and E-Sign
section will be shown in
Existing Section details.
Figure 6 : Group creation – e-sign approved Group
Step 8- Login with Maker login id to view the Newly Created Groups
➢ Click on e-billing -> Employee Maintenance -> Group Creation
Created Group will appear in existing Groups.
This section shows the

already created groups
under the Assign Office
to the user.
Figure 7 : Group creation – Existing Groups
10 | P a g e
5. Modify Migrated Employees Details
➢ Modification of Employee data by capturing the Employee General Details, Family Details, Bank
Account Details, Employee Earning Details and Employee Deduction Details.
Step 9- Login with Maker login id to modify the migrated Employee details
➢ Click on e-billing -> Employee Maintenance ->Tasklist
Below screen appeared after clicking the e-billing Module

icon. It’s shown all pending tasks and the common bucket.
> Common Bucket is shown, where

Office wise employees appeared as
Migrated from CTMIS.
> Maker will have option to assign
employees to their own task list for
further action clicking on “Assign to
Self ” hyperlink
Figure 8 : Employee Maintenance – Tasklist & Common Bucket
> Once user assigns the

employee in worklist,
selected employee appeared
in this list.
> click on the view/modify
details hyperlink in the
worklist to further modify
the employee details as per
New CFMS application
Figure 9 : Employee Maintenance – Assigned Employee in Tasklist
11 | P a g e
Selected employee details appeared for modification. Now user can modify the existing information.
Modify/add employee details.
Verify and modify the employee details. Here Employee Details shown in different tabs. So first you
verify/ modify the one tab details then click on save before clicking on the other tab. Once the details
verified / modified and saved of all tabs then forward the request to checker for verification.
Figure 10 : Employee Maintenance – Modify General details
12 | P a g e
✓ Employee General Details
o Employee Information
o Service Type: - To select the service type from drop down below table to be referred. The
same is accessible in application upon mouse roll over on help icon beside the Service type
field.
Help
Service Type "Default Migrated" must be changed to any of the following

accordingly as per details mentioned in Remarks:-
Employee Type :- Permanent
Service
Type Service Description Remarks
AIS All India Service In Case Employee belongs to IAS, IPS and IFS.
Entire Central Govt. Employees working under Bihar
CGVT Central Govt. Employees Govt.
SGVT State Govt. Employees Entire Bihar State Govt. Employees.
For Hon'ble Chief Justice, High Court Judges and Lower
JUD Judiciary Court Judges.
Employee Type :- Temporary
Service
Type Service Description Remarks
MIN Ministers For Chief Ministers and Ministers.
MOL Member of Legislature For MLA/MLC and Ministers.
Others Contractual Only for Contractual Employees who gets fixed salary
Others Members of Commission Employees who joined as Members of Commission.
Employees who are re-employed in state Govt. post their

Others Re-Employed retirement.
Others Staffs of Minister For Employees who all are appointed by ministers.
For Employees who are deputed in GoB and getting salary
Others Nigam Board Employees - Deputed from Treasury.
o Pay Entitlements and

o Employee Address Details
✓ Family Details:-
13 | P a g e
Figure 11 : Employee Maintenance – Family details
✓ Bank Account Details
Figure 12 : Employee Maintenance – Bank Account details
✓ Employee Earning Head Details

o As on Date* (Mandatory, Date Field): - The effective salary of the employee as on date to be
selected.
o Pay Slip Applicable (Flag): - To be selected, if Pay Slip is applicable.
14 | P a g e
o Pay Slip Issuing Authority (Drop Down, AG, FD -Pay Slip Section): - To be selected, if pay Slip
applicable flag is selected.
o Pay Slip No. (Manual Entry): - To be manually entered, if pay Slip applicable flag is selected.
o Basic Pay will be manually entered here which should be under range of Pay Scale given in
the Pay Entitlement Section of Employee General Details
o Grade Pay will be enabled based on the Pay Entitlement given on Employee General Details
Tab
o Dearness Allowance Rate will be auto populated from the Employee General Details Tab and
amount for this head will be auto calculated based on rate given
o House Rent Allowance Rate will be auto populated from the Employee General Details Tab
and amount for this head will be auto calculated based on rate given
o Medical Allowance will be auto populated from the Employee General Details Tab
o Special Pay, Festival Advance, Other Allowance, Transport Allowance and Dearness Pay will
be manually entered here
o Gross Earning Amount will be auto calculated based on the Earning Head Amount
Figure 13 : Employee Maintenance – Earning details
✓ Employee Deduction Head Details:-

o Deduction Head will show the Salary Deductions
o Deduction Head amount will be manually given here
o Gross Deduction Amount will be auto calculated based on the Deduction Head Amount
o Net Earning Amount will be the auto calculated which is the difference of Gross Earning
Amount & Gross Deduction Amount
15 | P a g e
Figure 14 : Employee Maintenance – Deduction details
16 | P a g e
Step 10- Forward the Request by maker to checker
➢ Click on the task List (e-billing->Task List)
➢ Saved record appeared in the Task List
➢ Click of the View Details link to forward the request to Checker
Select the Checker to whom

request want to forward
then Click on the Forward
Button
Figure 15 : Employee Maintenance – Forward request to next level
17 | P a g e
Step 11- Login with Checker login id to verify/Modify the Employee details and
forward to approver
➢ Follow the same steps as mentioned above
o Go to Task list (e-billing-> Task list)
o Click on the view/modify link
o Employee Details appeared
o Verify / Modify the request then Forward request to approver
Step 12- Login with Approver login id to approve the Employee details
➢ Follow the above steps
o Go to Task list (e-billing-> Task list)
o Click on the view/modify link
➢ Approver will not modify the Employee details as received from maker/checker in its worklist.
➢ Approver has only the privilege to Approve/E-Sign/Send For Revision/Reject the request
18 | P a g e
Once approve button is
clicked by the approver
System will give the message

‘Employee Details approved
successfully but not e-
Signed. Please go to task list
for e- Signed’ on successful
approval of the employee
request
Figure 16 : Employee Maintenance – Approve Employee Details
19 | P a g e
Step 13- E-Sign the approved request by the approver
➢ Approver click on the task (e-billing - > Task List)

➢ Pending e-sign request appeared in task list
> Select the ‘Radio’ button and click on ‘E-Signed Transaction’ button to approve the
employee details
> E-Sign the transaction.
Figure 17 : Employee Maintenance – E-sign approved Employee
➢ Note: - In future, if any Updation in Employee data is required then, Maker will go to its own common
Bucket and click on assign to self-hyperlink and will follow the same steps as stated above.
20 | P a g e
6. New Employee Creation
➢ Modification of Employee data by capturing the Employee General Details, Family Details, Bank
Account Details, Employee Earning Details and Employee Deduction Details.
Step 14- Login with Maker id to Create New Employee

➢ Click on e-billing -> Employee Details
➢ Employee Details Form will be open to fill the Details of Employee
➢ Followed the same process as modification for further approval.
21 | P a g e
7. Grouping the Employees
7.1 Allocate Employee

Step 15 - Click on Allocate Employee link under the menu tree to allocate an employee
to a particular group who all are unallocated in office.
>For Allocating an Employee to
Group
E-billing -> Employee Maintenance Maker/Checker -> Allocate Employee Select action required as allocate
employee and click on retrieve
Employees button.
This section shows all un-

allocated employees in
the office.
Click on LoV icon to

allocate the employee in
respective group.
Figure 18 : Allocate Employee Screen

Click on save button to
save the transaction.
22 | P a g e
7.2 Un-Allocate Employee
Step 16 - Click on Allocate Employee link under the menu tree to un-allocate an
employee from a particular group.
>For Un- Allocating an Employee from Group
Select action required as un-allocate employee,
E-billing -> Employee Maintenance Maker/Checker -> Allocate Employee
group and Employee and then click on retrieve
Employees button.
Figure 19 : Un-Allocate Employee Screen
✓ Note :- Follow details as mentioned in above steps 4, 5, 6 and 7 to forward the request for further
verification checker and approval & e-sign at approver level for finally making the transaction active in
system.
23 | P a g e
8. Annual Salary Increment
Step 17 - Click on Annual Salary Increment link under the menu tree to give annual
salary increment to the employees
In Annual Salary Increment Screen Office Name will get auto-populated based on the user login, and user will
select the service type and then pay commission for which increment is to be done. Once .Clicking the “Retrieve
Employees” button all the employees in this office in selected category will get populated. User may select the
stop increment check box to stop the increment against a particular employee. User will click on “Apply
Increment” button to change the basic salary of the employee.
E-billing -> Employee Maintenance Maker/Checker -> Annual Salary Increment
All Employees under selected

>For Annual Salary increment to employee
categories will be retrieved and
Select service type & pay commission and click on retrieve
shown in this grid.
Employees button.
Select stop increment checkbox to
stop the annual increment against
an employee if required.
Click on “Apply Increment” button to save the revised Basic Pay of the employees.
Click on “Attachment” button to upload any document if any.
Click on “Forward Button” to forward the request to next level.
Figure 20 : Annual Salary Increment Screen
✓ Note: - Follow details as mentioned in above steps 4, 5, 6 and 7 to forward the request for further
verification at checker level and approval & e-sign at approver level for finally making the transaction
active in system.
24 | P a g e
9. Employee Promotion
Step 18 - Click on “Promotion” link under the menu tree in case if Salary of the
employee needs to be revised due to promotion.
E-billing -> Employee Maintenance Maker/Checker -> Promotion
>For Employee Promotion > Promotion History

Select Employee ID & effective from date click on In Promotion history, User can see the
search button to retrieve the employee whose salary Employees promotion history details as
needs to be revised due to promotion. done in CFMS.
> Pay Entitlements

Pay Entitlements details as stored in
employee maintenance will be
retrieved. Modify the details as per
the promotion order.
Click on “Save” button to save the revised promoted details of the employees.
Click on “Pay Slip” button to upload pay slip as issued by AG or FD Pay Slip section if applicable.
Figure 21 : Promotion Screen
active in system.
25 | P a g e
10. Recovery from Employee Salary
Step 19 - Click on “Recovery from Employee Salary” link under the menu tree in case
any recovery from salary of the employee is to be done against either “Book Transfer
to a HoA” or “Transfer to a Payee” as per any official order.
E-billing -> Employee Maintenance Maker/Checker -> Recovery from Employee Salary
>For Recovery from Employee Salary

Select Employee ID, from date and to date click on
search button to retrieve the employee against which > Transfer to Payee
the recovery from salary needs to be done. Select Payee as maintained in Payee
management, to which the amount needs
to be transferred. Enter the monthly
amount which is to be transferred.
> Book Transfer recovery

Select BT Head as maintained in BT master,
to which the amount needs to be
transferred. Enter the monthly amount
which is to be transferred.
Click on “Save” button to save the recovery details from employee salary.
Figure 22 : Recovery from Employee Salary Screen
active in system.
26 | P a g e
11. Suspend Employee
11.1 Suspend Employee

Step 19 - Click on “Suspend Employee” link under the menu tree in case if the Salary of
the employee needs to be generated based on subsistence allowance.
E-billing -> Employee Maintenance Maker/Checker -> Suspend Employee
>To Suspend an Employee > Suspended History

Select Service Type and Employee Name, In Suspended history, User can see the
click on retrieve employee button to Employees history of suspension details of
retrieve the employee against whom the selected employee as done in CFMS.
suspension process to be initiated.
> Allowance rate (as per order)

Enter the order no., w.e.f. and allowance
rate as per the official order to constitute
the Subsistence Allowance.
Click on “Pay Slip” button to upload pay slip as issued by AG or FD Pay Slip section if applicable.
Figure 23 : Suspend Employee Screen
27 | P a g e
11.2 Modify Subsistence Allowance
Step 20 - Click on “Suspend Employee” link under the menu tree, search the
suspended employee whose subsistence allowance needs to be modified for salary
generation as per official order.
> Modify Subsistence Allowance
Search and retrieve the Employee who is
E-billing -> Employee Maintenance Maker/Checker -> Suspend Employee already been suspended in System
previously.
Click on Modify Subsistence Allowance
butto
> Modify Allowance rate (as per

order)
Enter the order no., w.e.f. and
modified allowance rate as per the
official order to constitute the
modified Subsistence Allowance.
Click on “Pay Slip Details” button to upload pay slip as issued by AG or FD Pay Slip section if applicable.
Figure 24 : Modify Subsistence Allowance Screen
28 | P a g e
11.3 Revoke Suspension
Step 21 - Click on “Suspend Employee” link under the menu tree, search the
suspended employee whose suspension has to be revoked >for salary
Revoke generation
Suspension
against actual salary as per official order. Search and retrieve the Employee who is
already been suspended in System
previously.
Click on Revoke Suspension button.
Click on “Revoke Suspension” button to save the recovery details from employee salary.
Click on “Pay Slip Details” button to upload pay slip as issued by AG or FD Pay Slip section if applicable.
Figure 25 : Revoke Suspension Screen
active in system.
29 | P a g e
12. Active/Inactive Employee
12.1 Making Employee Inactive in system

Step 22 - Click on “Employee Active/Inactive” link under the menu tree in case has to
be made inactive manually in system due to Termination, Voluntary Retirement,
Dismissal, unforeseen event and so on.
E-billing -> Employee Maintenance Maker/Checker -> Employee Active/Inactive
>For making Employee Inactive in system

Select Employee ID click on retrieve button to retrieve the employee who has to be marked as inactive
in system manually.
Retrieve Employee details will be shown as maintained in System.
Enter order no., Order Date, Reason for service completion and Remarks.
Click on Inactive button to inactive the employee in system.
Click on “Inactive” button inactivate the employee in system.

Figure 26 : Inactive Employee Screen
30 | P a g e
12.2 Making Employee Active in system
Step 23 - Click on “Employee Active/Inactive” link under the menu tree in case has to
be made active manually in system due to any reason.
>For making Employee active in system

Select Employee ID who is already inactive in system, click on retrieve button to retrieve the employee
who has to be marked as active in system manually.
Retrieve Employee details will be shown as maintained in System.
Enter order no., Order Date, Reason for activating employee and Remarks.
Click on active button to active the employee in system.
Click on “active” button inactivate the employee in system.

Figure 27 : Active Employee Screen
active in system.
31 | P a g e
13. LPC OUT
Step 24 - Click on “LPC OUT” link under the menu tree in case if any transferred whose
LPC Out request is generated and going to join a new office.
E-billing -> Employee Maintenance Maker/Checker -> LPC OUT
>For Issuing LPC Out

Select Employee to who has been transferred and LPC out needs to be issued. LPC Out ID can also be
selected against to search an employee whose LPC Out request has been generated from this office.
Click on Search button to retrieve the employee details as maintained in system.
Enter the release out details as required for issuing the LPC Out as per official order.
Click on following buttons to see

the details as:-
Last Salary details
Details of Recoveries
Salary of Financial Year
Pay Slip History (if any)
Click on “Save” button.

Click on “Refresh” button to reset
the details entered. Figure 28 : LPC Out Screen
active in system.
32 | P a g e
14. LPC IN
Step 25 - Click on “LPC IN” link under the menu tree in case if any transferred whose
LPC Out request is generated and going to join a new office.
E-billing -> Employee Maintenance Maker/Checker -> LPC IN
>For Issuing LPC In

Select Employee in office where employee has reported and whose LPC out has been initiated in system.
Click on Search button to retrieve the employee release out details as maintained in system.
Enter the joining details as required as per official order.
Click on following buttons to see

the details as:-
Last Salary details
Details of Recoveries
Salary of Financial Year
Pay Slip History (if any)

Click on “Forward” button to
send the request at next level.
Figure 29 : LPC IN Screen
active in system.
33 | P a g e
15. Employee Loan
15.1 Loan Application Initiate

Step 26 - Click on “Loan Application Initiate” link under the menu tree
E-billing -> Employee Maintenance Maker/Checker -> Loan Application Initiate
>For Initiating Loan Application

Select Employee against whom the Loan Application needs to be initiated. Employee details will be
populated as maintained in system.
Fill in the Employee loan information.
Click on “Save” button to save the loan information in system.

Click on “Generate Report” button to generate the Loan Application report.
Figure 30 : Loan Application Initiate Screen
active in system.
✓ The details as approved by Office Employee maintenance Approver and e-signed will be made available
in Loan Processing Maker worklist in FD to further review and approval of the Loan Application.
Application will be finally approved and e-signed by Loan Processing Approver in finance department
which will be available for processing the BTC 46 -Loan Bill for disbursement of Loan Amount to
employee.
34 | P a g e
15.2 Interest Recovery Calculation
Step 27 - Click on “Loan Application Initiate” link under the menu tree in case if any
transferred whose LPC Out request is generated and going to join a new office.
E-billing -> Employee Maintenance Maker/Checker -> Interest Recovery Calculation
>For Initiating Interest Recovery Calculation

Select Employee against whom the Interest Recovery needs to be initiated. Employee details will be
Fill in the details required.
Click on “Save” button to save the loan information in system.

Figure 31 : Interest Recovery Calculation Screen
35 | P a g e
15.3 Loan Waiver
Step 28 - Click on “Loan Application Initiate” link under the menu tree in case if any
transferred whose LPC Out request is generated and going to join a new office.
E-billing -> Employee Maintenance Maker/Checker -> Loan Waiver
>For Initiating Loan Waiver

Select Employee against whom the Interest Recovery needs to be initiated. Employee details will be
Fill in the details required.
Click on “Loan Waive” button to save the loan information in system.

Figure 32 : Loan Waiver Screen
active in system.
36 | P a g e
16. Regular Monthly Salary Bill
All the necessary steps as mentioned above needs to be performed by the user before generating the Regular
Monthly Salary Bill of the employee depending upon whichever is applicable for an employee whose salary
needs to be processed.
The outcome of all the above processes is integrated with the Monthly regular Salary Bill to populate the data
automatically at Pay Bill Screen against each employee accordingly.
User will only be able to modify the Deduction details or the no. of days for lesser no. of day pay out against
each employee if applicable during Pay Bill generation.
Step 29 - Click on “Pay Bill- Monthly Regular Salary Bill” link under the menu tree to
generate the Salary Bill of the Employees working under offices.
E-billing -> Bill Preparation including Pay Bill Maker/Checker -> Pay Bill -> Regular Monthly Salary Bill
>Generate Regular Monthly Salary Bill

Select Head of Account, Year and Month
for which salary needs to be generated. >Pay Details grid will show all the groups
Click on “Generate Pay Bill” button. tagged to the selected HoA and Salary
details of Employees allocated to the
group.
>Click on view hyperlink to see

the salary details of the
>Click on “Generate Schedules”
employee
button to generate the related
>Click on attachment hyperlink
schedules
to attach any document against
the employee.
37 | P a g e
>Head Details of the Salary bill
will be shown along with
allotment details.
Bill Reference No. , Bill Date,

Gross Earning and Deduction will
be shown.
Applicable Schedules as
generated will be shown in grid.
Click on the hyperlink to see the Figure 33 : Regular Monthly Salary Screen
schedule details.
Click on “Forward” button to
send the request at next level.
38 | P a g e
>Modify no. of days, in case >Modify deduction details of the
salary of the employee needs to employee if required.
be paid for lesser no. of days.
>Click on “Save” button to save the deduction

or lesser no. of days earning data as modified.
>Click on “Back” button to go back on Pay
details screen.
Figure 34 : Employee Salary Details Screen
active in system.
39 | P a g e
17. Advance Pay Bill
Expenditure Sanction is pre-requisite for creating Advance Pay Bill. Please follow steps mentioned in e-Billing
Training Manual in Section 3 for creating the expenditure sanction.
To Create the Advance Pay Bill follow the Common Bill details steps mentioned in e-Billing Training Manual in
Section 4.
E-billing -> Bill Preparation including Pay Bill Maker/Checker -> Expenditure Sanction -> Bill Entry -> Advance
Pay
Step 30 - Click on “Advance Pay” Button
>Click on Advance Pay button to

view/enter bill specific details
Figure 35 : Expenditure Sanction - Advance Pay Bill Screen
40 | P a g e
>Bill Details will be shown as
saved against the generated
Advance Pay Bill.
>Advance Pay Details will be

shown against each employee.
>Click on “Save” button to save the details.

>Click on “Back” button to go back.
Figure 36 : Advance Pay Bill Screen
active in system.
41 | P a g e
18. Earned Leave Encashment Bill
Expenditure Sanction is pre-requisite for creating Earned Leave Encashment Bill. Please follow steps mentioned
in e-Billing Training Manual in Section 3 for creating the expenditure sanction.
To Create the EL Encashment Bill follow the Common Bill details steps mentioned in e-Billing Training Manual in
Section 4.
E-billing -> Bill Preparation including Pay Bill Maker/Checker -> Expenditure Sanction -> Bill Entry -> EL
Encashment Bill
Step 31 - Click on “Earned Leave Encashment Bill” Button
>Click on EL Encashment button

to view/enter bill specific
details
Figure 37 : EL Encashment - Expenditure Sanction Allotment Details Screen
42 | P a g e
>Enter the no. of leave days
>Bill Details will be shown as
>Enter BT Amount or Recovery
saved against the generated EL
to individual amount if any.
Encashment Bill.
>Click on Order Details

to attach the order
details.
>Click on BT Details hyperlink to >Click on Payee Details hyperlink

enter the Book transfer details if to enter the Recovery to Payee
any. details if any.
>Click on “Save” button to save the details.

>Click on “Back” button to go back.
Figure 38 : Earned Leave Encashment Screen
active in system.
43 | P a g e
44 | P a g e
19. GLOSSARY
Term Description
Group “Group” is mandatory and pre-requisite for
modifying the Employee details or creating a
new employee in system. This group will be
used to tag employees for generating the
salary bill.
HoA Head of Account
Earning HoA The Head of Account from where salary of the
employee will be disbursed.
Employment Type Following are 3 Employment types :-
1. Permanent (All State and central govt.
Employees)
2. Temporary (to be selected for Others,
Ministers & Member of Legislature)
Service Type Following are the Service Types :-
1. All India Service
2. Central Govt. Employees
3. State Govt. Employees
4. Judiciary
5. Ministers
6. Member of Legislature
7. Contractual
8. Members of Commission
9. Re-Employed
10. Staffs of Minister
11. Nigam Board Employees – Deputed
12. Default –Migrated (Only for Migration,
Not to be selected)
Appointed as The designation to be manually on which

Employee joined the service.
Annual Increment date Opted Date to be selected on which the Employee
will get the yearly annual increment.
HRA Rate Following are the HRA Rates :-
Tiers 7th PC 6th PC

Tier 1 24% 30%
Tier 2 16% 20%
Tier 3 8% 10%
Tier 4 6% 7.5%
Tier 5 4% 5%
Subsistence Allowance The allowance which needs to be given to the
Suspended Employee.
LPC Last Pay Certififcate
45 | P a g e
LoV List Of Values
EL Encashment Earned leave Encashment
Mandatory Fields for which value must be entered by
user.
BT Book Transfer
Payee The beneficiary against whom the payment
needs to be done as exists in CFMS Payee
Management.
Save ‘Save’ Button will be used to save the details
entered in the form
Forward ‘Forward’ Button will be used to forward the
request to next level.
Send for Revision “Send for Revision” button will be used to
send back the request to lower level for any
clarification/modification. Remarks will be
mandatory in this case.
Approve ‘Approve’ button will be used for Approving
the request as sent by lower level by the
Approver.
Reject ‘Reject’ button will be used for rejecting the
request as received from lower level by
Approver only.
Cancel ‘Cancel’ button will be used by Maker or
Checker only to cancel the request by them
only if the request is initiated by them.
Privilege Rights available with users.
OTP One Time Password
CFMS Comprehensive Financial Management
System.
Govt. Government
*Fields Fields marked with asterisk (*) are mandatory
fields.
Back Back button will be used to move back to
previous screen.
Search Box Search Box will be used to filter the search
result.
------------------End-------------------------
46 | P a g e

Bihar CFMS Employee and PayBill Training Manual

Hochgeladen von

Dokumentinformationen

Copyright

Verfügbare Formate

Dieses Dokument teilen

Dokument teilen oder einbetten

Freigabeoptionen

Stufen Sie dieses Dokument als nützlich ein?

Sind diese Inhalte unangemessen?

Copyright:

Verfügbare Formate

Bihar CFMS Employee and PayBill Training Manual

Hochgeladen von

Copyright:

Verfügbare Formate

Department of Finance

Government Industry Solution Unit (ISU)

1. GETTING STARTED ...................................................................................................................... 4

Figure 1 : CFMS Application Login Screen ..................................................................................................................7

Accessing CFMS Portal: https://cfmstraining.bihar.gov.in/

➢ Activities used in Employee Maintenance and Pay Bill Module:-

▪ BTC-17 – Regular Monthly Salary Bill

Step 1- Login in application with Maker Login id

Figure 1 : CFMS Application Login Screen

Step 2- Click on the E-billing Icon

Figure 2 : CFMS Application E-Billing Module Icon

This section shows the

Figure 3 : Group Creation Screen

Below screen appeared after clicking the View Details.

Select the Checker to

Figure 5 : Group creation Forward Next level

Step 5- Now Login with Checker Login id

Step 6- Login with Approver Login id to approve the request

Step 7- e-sign the approved request

> Select the ‘Radio’

Figure 6 : Group creation – e-sign approved Group

Created Group will appear in existing Groups.

This section shows the

Figure 7 : Group creation – Existing Groups

Below screen appeared after clicking the e-billing Module

> Common Bucket is shown, where

Figure 8 : Employee Maintenance – Tasklist & Common Bucket

> Once user assigns the

Figure 9 : Employee Maintenance – Assigned Employee in Tasklist

Figure 10 : Employee Maintenance – Modify General details

Service Type "Default Migrated" must be changed to any of the following

Employees who are re-employed in state Govt. post their

o Pay Entitlements and

✓ Bank Account Details

Figure 12 : Employee Maintenance – Bank Account details

✓ Employee Earning Head Details

Figure 13 : Employee Maintenance – Earning details

✓ Employee Deduction Head Details:-

Select the Checker to whom

Figure 15 : Employee Maintenance – Forward request to next level

System will give the message

Figure 16 : Employee Maintenance – Approve Employee Details

➢ Approver click on the task (e-billing - > Task List)

Figure 17 : Employee Maintenance – E-sign approved Employee

Step 14- Login with Maker id to Create New Employee

7.1 Allocate Employee

This section shows all un-

Click on LoV icon to

Figure 18 : Allocate Employee Screen

Figure 19 : Un-Allocate Employee Screen

E-billing -> Employee Maintenance Maker/Checker -> Annual Salary Increment

All Employees under selected

Figure 20 : Annual Salary Increment Screen

>For Employee Promotion > Promotion History

> Pay Entitlements

Figure 21 : Promotion Screen

>For Recovery from Employee Salary

> Book Transfer recovery

Figure 22 : Recovery from Employee Salary Screen

11.1 Suspend Employee

>To Suspend an Employee > Suspended History

> Allowance rate (as per order)

Figure 23 : Suspend Employee Screen

> Modify Allowance rate (as per